证券记录 · 已归档季度
CVLC
名称等待档案录入
20被追踪持有人
+2Δ持有人
1.51M持有股份
$126.82M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 +11.1% ·
股份流向 +0.8% ·
净新建仓位 +10.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 20 | +1 | 1.58M | $149.16M | +3 | −2 |
| Q1 2026 | 20 | 0 | 1.55M | $123.74M | +1 | −1 |
| Q4 2025 | 20 | +2 | 1.51M | $126.82M | +2 | — |
| Q3 2025 | 3 | -1 | 14.12K | $1.16M | — | −1 |
| Q2 2025 | 2 | 0 | 4.59K | $351,564 | — | — |
| Q1 2025 | 1 | 0 | 37.29K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 3.37K | $247,380 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 549.84K | — | $46.32M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 315.42K | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 278.00K | — | $23.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 96.00K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 96.00K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 69.19K | — | $5.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 43.89K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 39.27K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 35.39K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 16.97K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 14.19K | 新增 | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 10.60K | — | $892,842 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.51K | — | $800,995 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.51K | — | $800,995 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 6.53K | — | $550,003 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 5.67K | 新增 | $477,640 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 4.29K | — | $361,218 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 4.29K | — | $361,218 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 3.71K | — | $312,951 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.55K | -67.8% | $299,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 358 | 0.0% | $30,126 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 344 | — | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $1.20M | 0.0% |
| Citadel Advisors | $477,640 | 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): 73 持有人, 6.55M 股份, $505.56M 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
该证券的被追踪持有人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