证券记录 · 已归档季度
CARY
名称等待档案录入
22被追踪持有人
+2Δ持有人
17.52M持有股份
$364.89M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +10.1% ·
净新建仓位 +9.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 22 | -4 | 34.22M | $711.02M | +2 | −6 |
| Q1 2026 | 26 | +4 | 23.36M | $514.79M | +6 | −2 |
| Q4 2025 | 22 | +2 | 17.52M | $364.89M | +2 | n/a |
| Q3 2025 | 2 | -1 | 3.20M | $66.86M | n/a | −1 |
| Q2 2025 | 2 | 0 | 18.59K | $386,582 | n/a | n/a |
| Q1 2025 | 1 | 0 | 40.79K | $846,738 | n/a | n/a |
| Q4 2024 | 1 | 0 | 21.41K | $440,811 | n/a | n/a |
| Q3 2024 | 1 | +1 | 18.50K | $392,057 | +1 | 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 ✦ | 4.79M | +49.9% | $99.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.92M | n/a | $81.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 2.17M | n/a | $45.28M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 1.42M | n/a | $29.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.09M | n/a | $22.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 1.05M | n/a | $21.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank of New York Mellon Corp | 962.87K | n/a | $20.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Baird Financial Group, Inc. | 552.27K | n/a | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 482.35K | n/a | $10.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 434.32K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 327.08K | n/a | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 99.61K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 95.40K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 55.82K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 30.92K | n/a | $643,852 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 14.95K | 新增 | $311,383 | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 9.78K | n/a | $203,610 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 4.77K | n/a | $99,273 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.29K | 新增 | $26,962 | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 241 | n/a | $5,019 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 49 | n/a | $1,020 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 119 | -4.8% | $247 | 0.0% | ▼ Trim | 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
| Goldman Sachs Group | $311,383 | 0.0% |
| JPMorgan Chase | $26,962 | 0.0% |
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): 100 持有人, 37.83M 股份, $804.08M 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