证券记录 · 已归档季度
AVK
名称等待档案录入
23被追踪持有人
0Δ持有人
4.55M持有股份
$57.07M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 -0.9% · 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 | Raymond James Financial Inc | 1.53M | n/a | $19.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 799.37K | n/a | $10.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 567.00K | n/a | $7.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Baird Financial Group, Inc. | 300.16K | n/a | $3.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 163.36K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Creative Planning | 140.68K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 117.68K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 104.85K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 69.94K | n/a | $877,068 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 55.82K | n/a | $716,169 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 50.62K | n/a | $634,824 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 42.71K | n/a | $535,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 40.70K | n/a | $510,380 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 28.92K | n/a | $362,682 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 19.95K | n/a | $250,187 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 19.10K | n/a | $239,498 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 4.93K | n/a | $61,788 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 1.47K | n/a | $18,484 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 744 | n/a | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 400 | -50.0% | $5,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 279 | n/a | $3,503 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 262 | n/a | $3,285 | 0.0% | n/c | 1 | 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): 108 持有人, 12.17M 股份, $103.17M 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