证券记录 · 已归档季度
DFSE
名称等待档案录入
19被追踪持有人
0Δ持有人
876.95K持有股份
$36.56M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.1% · 净新建仓位 0.0% — 公式
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 | 23 | +1 | 1.02M | $49.86M | +2 | −1 |
| Q1 2026 | 23 | +4 | 1.01M | $43.37M | +6 | −2 |
| Q4 2025 | 19 | 0 | 876.95K | $36.56M | — | — |
| Q3 2025 | 1 | -2 | 850 | $34,926 | — | −2 |
| Q2 2025 | 2 | 0 | 7.53K | $286,584 | — | — |
| Q1 2025 | 1 | +1 | 14.08K | $474,080 | +1 | — |
| Q3 2024 | 1 | +1 | 38.12K | $1.35M | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 533.47K | — | $22.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 88.77K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 88.77K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 88.77K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 84.62K | — | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 52.60K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 28.58K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 23.25K | — | $964,327 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 12.08K | — | $501,061 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 12.04K | — | $499,212 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 11.60K | — | $481,290 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 10.64K | — | $441,436 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 6.99K | — | $290,084 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 5.15K | — | $213,660 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.14K | — | $88,686 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.14K | — | $88,686 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.82K | +114.7% | $75,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 1.14K | — | $47,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 824 | — | $34,180 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 563 | — | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 420 | — | $17,422 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 255 | — | $10,577 | 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
| 本季度无新增被追踪买入方。 |
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): 172 持有人, 8.95M 股份, $374.68M 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