证券记录 · 已归档季度

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Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

45被追踪持有人

+2Δ持有人

3.14M持有股份

$258.09M报告持仓市值

+2新建仓位

−0清仓

Rising 2 被追踪股份持续上升的季度数 ●●○○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +4.7% · 股份流向 +1.9% · 净新建仓位 +4.4% · 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
Q3 2026	1	+1	2.73K	$251,206	+1	n/a
Q2 2026	41	0	2.98M	$263.69M	+1	−2
Q1 2026	43	-3	3.10M	$242.29M	n/a	−3
Q4 2025	45	+2	3.14M	$258.09M	+2	n/a
Q3 2025	2	0	474.36K	$38.45M	n/a	n/a
Q2 2025	1	n/a	1.23K	$92,668	n/a	n/a

持有人数量

持有人 · Q4 2025

#	管理人	股份	Δ股份	价值	其权重		持有
1	Morgan Stanley ✦	512.44K	+8.4%	$42.14M	0.0%	▲ Add	2	SEC ↗ ×3
2	Bank Of America Corp /De/	431.91K	n/a	$35.51M	0.0%	n/c	1	SEC ↗ ×3
3	Corient Private Wealth LP	294.86K	n/a	$24.25M	0.0%	n/c	1	SEC ↗ ×2
4	Truist Financial Corp	272.07K	n/a	$22.37M	0.0%	n/c	1	SEC ↗ ×2
5	Wells Fargo & Company/Mn	169.47K	n/a	$13.93M	0.0%	n/c	1	SEC ↗ ×2
6	LPL Financial LLC	148.42K	n/a	$12.20M	0.0%	n/c	1	SEC ↗
7	Cwm, Llc	147.62K	n/a	$12.14M	0.0%	n/c	1	SEC ↗
8	Aristotle Capital Management, LLC	131.27K	n/a	$10.79M	0.0%	n/c	1	SEC ↗
9	Captrust Financial Advisors	100.43K	n/a	$8.26M	0.0%	n/c	1	SEC ↗
10	Ameriprise Financial Inc	97.62K	n/a	$8.01M	0.0%	n/c	1	SEC ↗
11	Royal Bank Of Canada	69.12K	n/a	$5.68M	0.0%	n/c	1	SEC ↗ ×3
12	Northwestern Mutual Wealth…	66.99K	n/a	$5.51M	0.0%	n/c	1	SEC ↗
13	Cerity Partners LLC	62.34K	n/a	$5.13M	0.0%	n/c	1	SEC ↗
14	Fifth Third Bancorp	59.76K	n/a	$4.91M	0.0%	n/c	1	SEC ↗
15	Raymond James Financial Inc	58.13K	n/a	$4.78M	0.0%	n/c	1	SEC ↗ ×2
16	Baird Financial Group, Inc.	53.40K	n/a	$4.39M	0.0%	n/c	1	SEC ↗
17	Sei Investments Co	49.05K	n/a	$4.03M	0.0%	n/c	1	SEC ↗
18	Mariner, LLC	45.62K	n/a	$3.75M	0.0%	n/c	1	SEC ↗
19	Envestnet Asset Management Inc	41.41K	n/a	$3.40M	0.0%	n/c	1	SEC ↗
20	Chevy Chase Trust Holdings, LLC	35.45K	n/a	$2.91M	0.0%	n/c	1	SEC ↗
21	Mml Investors Services, Llc	34.10K	n/a	$2.80M	0.0%	n/c	1	SEC ↗
22	Creative Planning	32.97K	n/a	$2.71M	0.0%	n/c	1	SEC ↗
23	Commonwealth Equity Services, Llc	25.45K	n/a	$2.09M	0.0%	n/c	1	SEC ↗
24	UBS Group AG	24.82K	n/a	$2.04M	0.0%	n/c	1	SEC ↗
25	HighTower Advisors, LLC	19.91K	n/a	$1.64M	0.0%	n/c	1	SEC ↗
26	Jones Financial Companies Lllp	19.31K	n/a	$1.59M	0.0%	n/c	1	SEC ↗
27	Brown Advisory Inc	18.56K	n/a	$1.53M	0.0%	n/c	1	SEC ↗
28	Mercer Global Advisors Inc /Adv	17.75K	n/a	$1.46M	0.0%	n/c	1	SEC ↗
29	Stifel Financial Corp	16.09K	n/a	$1.32M	0.0%	n/c	1	SEC ↗ ×2
30	Osaic Holdings, Inc.	13.79K	n/a	$1.13M	0.0%	n/c	1	SEC ↗ ×2
31	Citadel Advisors ✦	11.66K	新增	$958,928	0.0%	New	1	SEC ↗
32	Northern Trust Corp	10.21K	n/a	$839,617	0.0%	n/c	1	SEC ↗
33	Susquehanna International Group, Llp	9.60K	n/a	$789,294	0.0%	n/c	1	SEC ↗ ×2
34	Fidelity (FMR) ✦	8.39K	+426.2%	$689,735	0.0%	▲ Add	3	SEC ↗
35	Cetera Investment Advisers	7.86K	n/a	$646,219	0.0%	n/c	1	SEC ↗
36	Lido Advisors, LLC	6.15K	n/a	$505,530	0.0%	n/c	1	SEC ↗
37	Jane Street Group, Llc	4.40K	n/a	$361,469	0.0%	n/c	1	SEC ↗
38	Financial Engines Advisors L.L.C.	3.93K	n/a	$323,069	0.0%	n/c	1	SEC ↗
39	Wealth Enhancement Advisory…	3.23K	n/a	$270,136	0.0%	n/c	1	SEC ↗
40	Bank Julius Baer & Co. Ltd, Zurich	1.95K	n/a	$160,472	0.0%	n/c	1	SEC ↗
41	Pnc Financial Services Group, Inc.	578	n/a	$47,527	0.0%	n/c	1	SEC ↗
42	Us Bancorp \De\	416	n/a	$34,206	0.0%	n/c	1	SEC ↗
43	Assetmark, Inc	218	n/a	$17,925	0.0%	n/c	1	SEC ↗
44	JPMorgan Chase ✦	199	新增	$16,363	0.0%	New	1	SEC ↗
45	Russell Investments Group, Ltd.	39	n/a	$3,207	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

Citadel Advisors	$958,928	0.0%
JPMorgan Chase	$16,363	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): 201 持有人, 7.08M 股份, $553.01M 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。

MRK45共同持有人 AWK45共同持有人 UBER45共同持有人 PFE45共同持有人 SBUX45共同持有人

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

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新增买入方

已清仓

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