证券记录 · 已归档季度
BWX
名称等待档案录入
39被追踪持有人
-1Δ持有人
13.34M持有股份
$300.53M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.5% ·
股份流向 +6.3% ·
净新建仓位 -2.6%
· 公式
集中增持：持股数量上升，持有人数量减少
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.72K | $481,838 | n/a | −1 |
| Q2 2026 | 43 | +4 | 12.73M | $276.03M | +6 | −2 |
| Q1 2026 | 40 | +1 | 16.79M | $369.71M | +5 | −4 |
| Q4 2025 | 39 | -1 | 13.34M | $300.53M | n/a | −1 |
| Q3 2025 | 7 | 0 | 3.01M | $69.21M | n/a | n/a |
| Q2 2025 | 4 | +1 | 1.11M | $26.15M | +1 | n/a |
| Q1 2025 | 2 | +1 | 48.61K | $1.06M | +1 | n/a |
| Q4 2024 | 1 | n/a | 121.61K | $2.60M | 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 | Morgan Stanley ✦ | 3.10M | +9.6% | $69.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Manufacturers Life Insurance… | 2.76M | n/a | $62.16M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 1.10M | n/a | $24.78M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 925.63K | n/a | $20.85M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 625.92K | +2119.8% | $14.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 458.95K | n/a | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 452.76K | n/a | $10.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Citigroup Inc | 445.84K | n/a | $10.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 426.30K | n/a | $9.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Financial Engines Advisors L.L.C. | 397.10K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 324.10K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 256.43K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 242.72K | n/a | $5.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Mml Investors Services, Llc | 227.08K | n/a | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 225.16K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 206.16K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Assetmark, Inc | 200.52K | n/a | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mackenzie Financial Corp | 173.00K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 142.08K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 91.34K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 90.81K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 86.91K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Royal Bank Of Canada | 72.47K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Mercer Global Advisors Inc /Adv | 64.22K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 62.97K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 55.98K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 43.12K | +8.3% | $971,449 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 24.49K | -39.9% | $551,737 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | State Street Global Advisors ✦ (被动) | 14.27K | +7.7% | $321,548 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Truist Financial Corp | 12.33K | n/a | $277,817 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.51K | n/a | $236,364 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 9.71K | n/a | $218,766 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 8.69K | n/a | $195,763 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Franklin Resources Inc | 3.47K | n/a | $78,224 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Northwestern Mutual Wealth… | 1.43K | n/a | $32,285 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.42K | -8.8% | $32,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 295 | n/a | $6,646 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 121 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 35 | n/a | $789 | 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
| Renaissance Technologies | $1.42M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 157 持有人, 39.23M 股份, $854.69M 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