证券记录 · 已归档季度
AIO
名称等待档案录入
23被追踪持有人
0Δ持有人
4.41M持有股份
$95.97M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.0% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.08M | -7.5% | $23.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 845.75K | n/a | $18.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 628.20K | n/a | $13.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 461.22K | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 452.48K | n/a | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 427.60K | n/a | $9.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 123.92K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 99.05K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 78.72K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 51.64K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 44.50K | n/a | $997,178 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | First Trust Advisors Lp | 44.53K | n/a | $968,592 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 20.07K | n/a | $436,410 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 16.36K | n/a | $355,907 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.25K | n/a | $288,266 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 10.91K | n/a | $237,292 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 8.10K | n/a | $176,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 3.27K | n/a | $71,022 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 2.50K | n/a | $54,375 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.90K | n/a | $41,216 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 500 | n/a | $10,875 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS AM, a distinct business unit of… | 319 | n/a | $6,938 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2 | 0.0% | $44 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 77 持有人, 6.44M 股份, $135.74M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据