估值与比率 07–12

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

此比率组尚无数据

基本面数据不足，尚无法计算此比率组。

价值 · 行业中位数 · 相对于中位数的评判

机构持有人 (13F) 290 家申报者 · $970.9M 总计 · 截至 2026年6月30日

17

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

持有人 290
持有价值 $970.9M
新仓位 48
已退出持仓 11
机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
48 (-24 与上一季度对比) 11 (+2 与上一季度对比) 169 (+35 与上一季度对比) 50 (+20 与上一季度对比) +1.0M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
ENVESTNET ASSET MANAGEMENT INC $242344233 2731676 24.96% 股份
LPL Financial LLC $114316285 1288561 11.77% 股份
JPMORGAN CHASE & CO $59804476 671206 6.16% 股份
AMERIPRISE FINANCIAL INC $38447365 433674 3.96% 股份
MORGAN STANLEY $30529853 344129 3.14% 股份
Cetera Investment Advisers $29513838 332677 3.04% 股份
Envestnet Portfolio Solutions, Inc. $22450549 253060 2.31% 股份
CWM, LLC $18399826 206740 1.90% 股份
Bank of New York Mellon Corp $18182088 204946 1.87% 股份
BANK OF AMERICA CORP /DE/ $17964813 202498 1.85% 股份
MML INVESTORS SERVICES, LLC $17799248 200631 1.83% 股份
MCMORGAN & CO LLC $16658443 187772 1.72% 股份
OneDigital Investment Advisors LLC $15974278 180060 1.65% 股份
NewEdge Advisors, LLC $11694799 131823 1.20% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $10100717 114036 1.04% 股份
Arax Advisory Partners $9005538 101509 0.93% 股份
Alpine Bank Wealth Management $8809529 99300 0.91% 股份
Ameritas Advisory Services, LLC $8434773 95076 0.87% 股份
MILESTONE ASSET MANAGEMENT, LLC $8307479 93640 0.86% 股份
Foundations Investment Advisors, LLC $7480796 84323 0.77% 股份
Geneos Wealth Management Inc. $7409385 83514 0.76% 股份
Integrated Wealth Concepts LLC $7119215 80245 0.73% 股份
STIFEL FINANCIAL CORP $6387124 71995 0.66% 股份
Kelly Financial Services LLC $6008537 67728 0.62% 股份
Ascent Group, LLC $5839252 65819 0.60% 股份
CITADEL ADVISORS LLC $5688046 64115 0.59% 股份
TRUIST FINANCIAL CORP $5540105 62447 0.57% 股份
Sanctuary Advisors, LLC $5292664 59658 0.55% 股份
Tidemark, LLC $5116445 57672 0.53% 股份
SteelPeak Wealth, LLC $5019924 56584 0.52% 股份
Triad Wealth Partners, LLC $4928060 56670 0.51% 股份
Dynasty Wealth Management, LLC $4679343 52745 0.48% 股份
COMMONWEALTH EQUITY SERVICES, LLC $4450608 50167 0.46% 股份
Vestmark Advisory Solutions, Inc. $4257877 47994 0.44% 股份
Traveka Wealth, LLC $3827310 43141 0.39% 股份
NorthRock Partners, LLC $3759501 42377 0.39% 股份
AXXCESS WEALTH MANAGEMENT, LLC $3672855 41400 0.38% 股份
FFG RETIREMENT ADVISORS LLC $3344935 37704 0.34% 股份
OSAIC HOLDINGS, INC. $3250305 36596 0.33% 股份
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $3228994 36397 0.33% 股份
Perigon Wealth Management, LLC $3162940 35652 0.33% 股份
Vise Technologies, Inc. $3156106 35575 0.33% 股份
Sharkey, Howes & Javer $3127427 35252 0.32% 股份
Atria Investments, Inc $3099672 34939 0.32% 股份
Beacon Bridge Wealth Partners, LLC $3025936 34108 0.31% 股份
Strategic Blueprint, LLC $2973744 33520 0.31% 股份
AE Wealth Management LLC $2820247 31789 0.29% 股份
Tennessee Valley Asset Management Partners $2789663 31445 0.29% 股份
Midwest Capital Advisors, LLC $2515604 28356 0.26% 股份
Global Retirement Partners, LLC $2479308 27946 0.26% 股份
SOFI WEALTH, LLC $2428386 27372 0.25% 股份
SWP FINANCIAL LLC $2410332 27169 0.25% 股份
Pettinga Financial Advisors LLC $2396943 27018 0.25% 股份
ALTERNA WEALTH MANAGEMENT, INC $2308808 26025 0.24% 股份
Horst & Graben Wealth Management LLC $2292583 25993 0.24% 股份
TSA Wealth Managment LLC $2271049 25599 0.23% 股份
CFS Investment Advisory Services, LLC $2227734 25222 0.23% 股份
Kingsview Wealth Management, LLC $2158194 24327 0.22% 股份
Trek Financial, LLC $2103730 23713 0.22% 股份
&PARTNERS $2033844 23191 0.21% 股份
Frisch Financial Group, Inc. $2003303 22581 0.21% 股份
One Wealth Advisors, LLC $1891697 21323 0.19% 股份
MA Private Wealth $1827911 20604 0.19% 股份
Mutual Advisors, LLC $1820341 20519 0.19% 股份
U.S. Capital Wealth Advisors, LLC $1718441 19308 0.18% 股份
Lansing Street Advisors $1642374 18513 0.17% 股份
Pinion Investment Advisors, LLC $1639566 18481 0.17% 股份
INTEGRITY ALLIANCE, LLC. $1617476 18232 0.17% 股份
Cerity Partners LLC $1592442 17950 0.16% 股份
Equitable Holdings, Inc. $1582653 17840 0.16% 股份
Atlatl Advisers LLC $1559544 17579 0.16% 股份
SEEDS INVESTOR LLC $1518646 17118 0.16% 股份
Scarborough Advisors, LLC $1469014 16612 0.15% 股份
WEALTH ALLIANCE, LLC $1468807 16556 0.15% 股份
Austin Private Wealth, LLC $1468577 16361 0.15% 股份
FINANCIAL LIFE ADVISORS $1462222 16482 0.15% 股份
Simplicity Wealth,LLC $1428541 16102 0.15% 股份
Shared Vision Wealth Group LLC $1406647 15856 0.14% 股份
Tyche Wealth Partners LLC $1383399 15594 0.14% 股份
SigFig Wealth Management, LLC $1283396 14404 0.13% 股份
Cardinal Strategic Wealth Guidance $1235109 13922 0.13% 股份
High Falls Advisors, Inc $1217793 13567 0.13% 股份
Ashton Thomas Private Wealth, LLC $1162982 13109 0.12% 股份
Orion Porfolio Solutions, LLC $1159670 13072 0.12% 股份
Brookstone Capital Management $1152977 12996 0.12% 股份
Optivise Advisory Services LLC $1123688 12666 0.12% 股份
Stokes Family Office, LLC $1103584 12439 0.11% 股份
Archer Investment Management, LLC $1091485 12303 0.11% 股份
Range Financial Group LLC $1089259 12278 0.11% 股份
Redhawk Wealth Advisors, Inc. $1085045 12230 0.11% 股份
True Vision MN LLC $1064351 11959 0.11% 股份
Ethos Capital Management, Inc. $1051927 11857 0.11% 股份
Breakwater Capital Group $1041884 11744 0.11% 股份
Invst, LLC $1022414 11525 0.11% 股份
Fermata Advisors, LLC $1005778 11337 0.10% 股份
Plancorp, LLC $1004117 11471 0.10% 股份
WealthShield Partners, LLC $1002051 11295 0.10% 股份
Vertex Planning Partners, LLC $989574 11154 0.10% 股份
Perennial Investment Advisors, LLC $976031 10996 0.10% 股份
CURTIS WEALTH MANAGEMENT LLC $973049 10968 0.10% 股份
Modern Wealth Management, LLC $971178 10947 0.10% 股份
Icon Wealth Advisors, LLC $953334 10746 0.10% 股份
Cassilly Financial Group LLC $951305 10723 0.10% 股份
Bay Harbor Wealth Management, LLC $914488 10308 0.09% 股份
McNaughton Wealth Management, LLC $905439 10206 0.09% 股份
NOVEM GROUP $900737 10153 0.09% 股份
Sovran Advisors, LLC $888980 10144 0.09% 股份
Regal Investment Advisors LLC $872460 9834 0.09% 股份
Steward Partners Investment Advisory, LLC $861749 9714 0.09% 股份
JANE STREET GROUP, LLC $861080 9706 0.09% 股份
Skyline Advisors, Inc. $849700 9578 0.09% 股份
Kestra Advisory Services, LLC $838029 9446 0.09% 股份
ONE Advisory Partners, LLC $807299 9100 0.08% 股份
Keebeck Wealth Management $802173 9042 0.08% 股份
JB Capital LLC $795051 8962 0.08% 股份
PAX Financial Group, LLC $785938 8859 0.08% 股份
Visionary Horizons, LLC $778068 8770 0.08% 股份
EHRLICH FINANCIAL GROUP $771388 8695 0.08% 股份
Quadrant Private Wealth Management, LLC $758081 8545 0.08% 股份
BCGM Wealth Management, LLC $750717 8462 0.08% 股份
ENDEAVOR PRIVATE WEALTH, INC. $736862 8306 0.08% 股份
ASSETMARK, INC $725433 8177 0.07% 股份
LIBERTY WEALTH MANAGEMENT LLC $709066 7967 0.07% 股份
JPL Wealth Management, LLC $708578 7987 0.07% 股份
Concurrent Investment Advisors, LLC $686626 7740 0.07% 股份
Cobblestone Asset Management LLC $664663 7492 0.07% 股份
SWMG, LLC $660872 7532 0.07% 股份
HighTower Advisors, LLC $655759 7392 0.07% 股份
JONES FINANCIAL COMPANIES LLLP $653647 7346 0.07% 股份
Chatterton & Associates Inc. $652292 7420 0.07% 股份
Private Advisor Group, LLC $645210 7273 0.07% 股份
RAYMOND JAMES FINANCIAL INC $635386 7162 0.07% 股份
Goldstein Advisors, LLC $633612 7142 0.07% 股份
Farther Finance Advisors, LLC $616024 6944 0.06% 股份
MERCER GLOBAL ADVISORS INC /ADV $607795 6851 0.06% 股份
Cornerstone Planning Group LLC $606335 6939 0.06% 股份
West Wealth Group, LLC $599844 6761 0.06% 股份
World Investment Advisors $584470 6582 0.06% 股份
BOS Asset Management, LLC $573640 6466 0.06% 股份
Security Financial Services, INC. $569204 6416 0.06% 股份
MGO ONE SEVEN LLC $568448 6407 0.06% 股份
IFP Advisors, Inc $562816 6344 0.06% 股份
ELEVATION POINT WEALTH PARTNERS, LLC $552280 6225 0.06% 股份
Cypress Wealth Services, LLC $545871 6153 0.06% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $528158 6012 0.05% 股份
Integrated Advisors Network LLC $523291 5898 0.05% 股份
LifePlan Investment Advisors, Inc. $521515 5878 0.05% 股份
Strategies Wealth Advisors, LLC $503527 5676 0.05% 股份
ONE WEALTH CAPITAL MANAGEMENT, LLC $500803 5645 0.05% 股份
Rothschild Wealth LLC $499029 5625 0.05% 股份
Daviman Financial, LLC $489448 5517 0.05% 股份
CORE WEALTH ADVISORS, LLC $482351 5437 0.05% 股份
IFG Advisory, LLC $473402 5336 0.05% 股份
Apollon Wealth Management, LLC $448199 5052 0.05% 股份
Van Hulzen Asset Management, LLC $434977 4903 0.04% 股份
J.E. Simmons & Co., P.C. $427169 4815 0.04% 股份
Brookwood Investment Group LLC $422201 4759 0.04% 股份
Braun-Bostich & Associates Inc. $410579 4628 0.04% 股份
Golden State Wealth Management, LLC $408870 4608 0.04% 股份
DIVERSIFY WEALTH MANAGEMENT, LLC $402637 4606 0.04% 股份
Diversify Advisory Services, LLC $402637 4606 0.04% 股份
THEORY FINANCIAL LLC $401619 4527 0.04% 股份
PRINCIPAL SECURITIES, INC. $381391 4299 0.04% 股份
Detalus Advisors, LLC $373673 4212 0.04% 股份
Baird Financial Group, Inc. $368528 4154 0.04% 股份
Cyndeo Wealth Partners, LLC $366664 4133 0.04% 股份
Lifelong Wealth Advisors, Inc. $363205 4094 0.04% 股份
Claro Advisors Inc. $362850 4090 0.04% 股份
FIRETHORN WEALTH PARTNERS, LLC $359213 4049 0.04% 股份
Summit Financial, LLC $354654 3998 0.04% 股份
Keystone Financial Services $351139 3958 0.04% 股份
Spectrum Planning & Advisory Services Inc. $346082 3901 0.04% 股份
CITIGROUP INC $335783 3785 0.03% 股份
Integrity Advisory Solutions, LLC $334549 3771 0.03% 股份
Gen-Wealth Partners Inc $332510 3748 0.03% 股份
Cadia Private Client LLC $329872 3718 0.03% 股份
HARBOUR INVESTMENTS, INC. $329245 3711 0.03% 股份
Krasney Financial LLC $318078 3574 0.03% 股份
BETO FINANCIAL GROUP, LLC $317704 3622 0.03% 股份
WATERSHED PRIVATE WEALTH LLC $313967 3539 0.03% 股份
Csenge Advisory Group $312104 3518 0.03% 股份
Buttonwood Financial Group, LLC $311888 3516 0.03% 股份
STRATEGY ASSET MANAGERS LLC $310237 3497 0.03% 股份
Bedminster, LLC $309809 3481 0.03% 股份
ShoreHaven Wealth Partners, LLC $308023 3472 0.03% 股份
Affinity Capital Advisors, LLC $304631 3448 0.03% 股份
TWIN PEAKS WEALTH ADVISORS, LLC $303321 3419 0.03% 股份
Parkway Wealth Management Group, LLC $300305 3385 0.03% 股份
FLP Wealth Management, LLC $298727 3367 0.03% 股份
Clear Creek Financial Management, LLC $290546 3275 0.03% 股份
KWB Wealth $289963 3230 0.03% 股份
First Heartland Consultants, Inc. $289038 3258 0.03% 股份
Snowden Capital Advisors LLC $284247 3204 0.03% 股份
Signal Advisors Wealth, LLC $281408 3172 0.03% 股份
Barnes Wealth Management Group, Inc $279545 3151 0.03% 股份
Gateway Wealth Partners, LLC $278689 3141 0.03% 股份
WETZEL INVESTMENT ADVISORS, INC. $277770 3131 0.03% 股份
Balefire, LLC $276351 3115 0.03% 股份
Autumn Glory Partners, LLC $273956 3088 0.03% 股份
Quadcap Wealth Management, LLC $265794 2996 0.03% 股份
Hoxton Planning & Management, LLC $265350 2991 0.03% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $260116 2932 0.03% 股份
VestGen Advisors, LLC $257898 2907 0.03% 股份
MARIPAU WEALTH MANAGEMENT LLC $256567 2893 0.03% 股份
Magnolia Private Wealth, LLC $249914 2817 0.03% 股份
Apeiron RIA LLC $249292 2810 0.03% 股份
EP Wealth Advisors, LLC $249244 2809 0.03% 股份
Blue Trust, Inc. $247716 2792 0.03% 股份
GeoWealth Management, LLC $244461 2755 0.03% 股份
Centurion Wealth Management LLC $240339 2709 0.02% 股份
Tempus Wealth Planning, LLC $239002 2694 0.02% 股份
Davis Wealth Advisors, LLC $238912 2693 0.02% 股份
KESTRA PRIVATE WEALTH SERVICES, LLC $230042 2593 0.02% 股份
ADE, LLC $223304 2517 0.02% 股份
EWA, LLC $216981 2446 0.02% 股份
Able Wealth Management LLC $215849 2433 0.02% 股份
EFG International AG $214605 2419 0.02% 股份
Two West Capital Advisors LLC $214029 2440 0.02% 股份
FIFTH THIRD BANCORP $212926 2400 0.02% 股份
JFS WEALTH ADVISORS, LLC $207637 2333 0.02% 股份
Saxony Capital Management, LLC $204580 2306 0.02% 股份
BCU Wealth Advisors, LLC $202537 2283 0.02% 股份
MKT Advisors LLC $201604 2292 0.02% 股份
Transamerica Financial Advisors, LLC $185020 2085 0.02% 股份
Cape Investment Advisory, Inc. $183731 2071 0.02% 股份
CreativeOne Wealth, LLC $182489 2057 0.02% 股份
PRIVATE TRUST CO NA $153124 1726 0.02% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $150892 1701 0.02% 股份
BlackRock, Inc. $134849 1520 0.01% 股份
COMERICA BANK $121356 1352 0.01% 股份
Continuum Advisory, LLC $121009 1364 0.01% 股份
Retirement Wealth Solutions LLC $103710 1169 0.01% 股份
Founders Financial Alliance, LLC $93602 1055 0.01% 股份
Advisory Services Network, LLC $90725 1023 0.01% 股份
Synergy Investment Management, LLC $82090 925 0.01% 股份
CoreCap Advisors, LLC $72038 812 0.01% 股份
Smartleaf Asset Management LLC $69676 782 0.01% 股份
Imprint Wealth LLC $68312 770 0.01% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $66944 759 0.01% 股份
Vision Retirement, LLC $65471 738 0.01% 股份
LGT Financial Advisors LLC $64763 730 0.01% 股份
Kingdom Financial Group LLC. $62763 707 0.01% 股份
Spire Wealth Management $60504 682 0.01% 股份
Raleigh Capital Management Inc. $47768 538 0.00% 股份
MATHER GROUP, LLC. $44181 498 0.00% 股份
Key Capital Management, INC $43205 487 0.00% 股份
US BANCORP \DE\ $42583 480 0.00% 股份
Parallel Advisors, LLC $41874 472 0.00% 股份
Arkadios Wealth Advisors $35800 404 0.00% 股份
ROYAL BANK OF CANADA $35000 391 0.00% 股份
Rockefeller Capital Management L.P. $32736 369 0.00% 股份
FMR LLC $31048 350 0.00% 股份
Lloyd Advisory Services, LLC. $30661 346 0.00% 股份
BAM Wealth Management, LLC $27857 314 0.00% 股份
Capital Advisor Network LLC $27768 313 0.00% 股份
Janney Montgomery Scott LLC $25922 292193 0.00% 股份
Pinnacle Bancorp, Inc. $24042 271 0.00% 股份
LifeSteps Financial, Inc. $23776 268 0.00% 股份
Strategic Wealth Partners, Ltd. $21647 244 0.00% 股份
Signature Equity Partners, LLC $20321 229 0.00% 股份
EverSource Wealth Advisors, LLC $18187 205 0.00% 股份
LANARK FINANCIAL, INC. $16323 184 0.00% 股份
Merit Financial Group, LLC $12686 143 0.00% 股份
PARK AVENUE SECURITIES LLC $12515 141070 0.00% 股份
HUNTINGTON NATIONAL BANK $11090 125 0.00% 股份
IMA Advisory Services, Inc. $10823 122 0.00% 股份
Park Place Capital Corp $8960 101 0.00% 股份
Quest 10 Wealth Builders, Inc. $8251 93 0.00% 股份
ISLAY CAPITAL MANAGEMENT, LLC $7541 85 0.00% 股份
Thrivent Financial for Lutherans $5546 62462 0.00% 股份
Cambridge Investment Research Advisors, Inc. $5128 57801 0.00% 股份
Fourth Dimension Wealth, LLC $4275 48 0.00% 股份
Advocate Investing Services LLC $4169 47 0.00% 股份
WELLS FARGO & COMPANY/MN $3258 37 0.00% 股份
Clearstead Advisors, LLC $3130 35 0.00% 股份
NBT BANK, N.A. $2839 32 0.00% 股份
Aptus Capital Advisors, LLC $2839 32 0.00% 股份
FIDUCIARY FINANCIAL ADVISORS $2129 24 0.00% 股份
ORG Partners LLC $2064 23 0.00% 股份
VALLEY NATIONAL ADVISERS INC $2030 23 0.00% 股份
Sunbelt Securities, Inc. $1958 22 0.00% 股份
GILPIN WEALTH MANAGEMENT, LLC $1509 17 0.00% 股份
Silver Grove Financial Group, Inc. $1508 17 0.00% 股份
Capital Analysts, LLC $711 8010 0.00% 股份
Keating Financial Advisory Services, Inc. $621 7 0.00% 股份
Redwood Investment Management, LLC $235 2652 0.00% 股份
CENTAURUS FINANCIAL, INC. $222 2505 0.00% 股份
Rossby Financial, LCC $177 2 0.00% 股份
TSFG, LLC $81 916 0.00% 股份
CX Institutional $18 199 0.00% 股份

ETF持仓 由 1 只交易所交易基金持有

20

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
BYLD · iShares Trust 8.58% 439961 PA 2026年8月28日 每日

我的指标 您的个人关注列表 — 来自完整基本面的选定行

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