证券记录 · 已归档季度
AVRE
名称等待档案录入
23被追踪持有人
0Δ持有人
2.12M持有股份
$92.24M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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +2 | 2.55M | $120.62M | +4 | −2 |
| Q1 2026 | 23 | 0 | 2.11M | $92.74M | +3 | −3 |
| Q4 2025 | 23 | 0 | 2.12M | $92.24M | n/a | n/a |
| Q3 2025 | 4 | 0 | 165.10K | $7.34M | n/a | n/a |
| Q2 2025 | 2 | 0 | 152.11K | $6.72M | n/a | n/a |
| Q1 2025 | 2 | +1 | 52.39K | $2.25M | +1 | n/a |
| Q4 2024 | 1 | -1 | 21.31K | $893,224 | n/a | −1 |
| Q3 2024 | 2 | -1 | 148.62K | $7.01M | +1 | −2 |
| Q2 2024 | 3 | n/a | 90.58K | $3.73M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 470.14K | n/a | $20.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 340.16K | n/a | $14.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Focus Partners Wealth | 279.53K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 257.80K | n/a | $11.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 230.47K | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 129.27K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 109.77K | -15.6% | $4.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 71.41K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 45.12K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 33.77K | +1.0% | $1.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Creative Planning | 27.39K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 27.23K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 23.34K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.97K | n/a | $651,766 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 14.50K | n/a | $631,054 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 13.74K | n/a | $598,200 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 13.35K | n/a | $580,878 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 11.70K | n/a | $509,170 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.87K | n/a | $81,488 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.37K | +45.0% | $59,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.26K | +91.8% | $54,761 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Wells Fargo & Company/Mn | 451 | n/a | $19,615 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 362 | n/a | $16,000 | 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): 146 持有人, 13.44M 股份, $587.81M 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