证券记录 · 已归档季度
DEF
名称等待档案录入
25被追踪持有人
-1Δ持有人
712.07K持有股份
$64.05M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.8% ·
股份流向 -0.7% ·
净新建仓位 -4.0%
· 公式
广泛减持：持股数量下降，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 648.37K | $57.60M | +2 | −2 |
| Q1 2026 | 26 | +1 | 676.73K | $58.30M | +3 | −2 |
| Q4 2025 | 25 | -1 | 712.07K | $64.05M | +1 | −2 |
| Q3 2025 | 5 | +1 | 72.95K | $6.60M | +1 | n/a |
| Q2 2025 | 1 | -2 | 5.29K | $457,968 | n/a | −2 |
| Q1 2025 | 2 | +1 | 7.50K | $616,495 | +1 | n/a |
| Q4 2024 | 1 | 0 | 3.47K | $282,251 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.06K | $260,106 | n/a | n/a |
| Q2 2024 | 1 | n/a | 6.87K | $533,895 | 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 | LPL Financial LLC | 268.76K | n/a | $24.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 144.22K | n/a | $12.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 57.02K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 43.33K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 31.20K | -4.5% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 28.83K | -4.6% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 25.41K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 20.33K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | IMC-Chicago, LLC | 16.33K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 15.37K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 13.15K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 12.91K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 9.19K | n/a | $826,627 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 7.04K | n/a | $633,121 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 5.22K | -0.2% | $469,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 3.16K | n/a | $284,313 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 3.00K | 新增 | $269,834 | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 2.40K | n/a | $215,977 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 1.35K | n/a | $121,606 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Northwestern Mutual Wealth… | 1.20K | n/a | $107,497 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.14K | n/a | $102,537 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 708 | n/a | $64,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 433 | n/a | $38,984 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 378 | n/a | $33,971 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | n/a | $36 | 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
| Two Sigma Investments | $269,834 | 0.0% |
已清仓
| Citadel Advisors | $414,501 | 曾为 0.0% |
| JPMorgan Chase | $21,364 | 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): 76 持有人, 1.06M 股份, $90.35M 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