证券记录 · 已归档季度
DIAL
名称等待档案录入
18被追踪持有人
+1Δ持有人
13.08M持有股份
$239.99M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +5.9% ·
股份流向 +6.2% ·
净新建仓位 +5.6%
· 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 | 20 | -1 | 12.80M | $232.64M | +1 | −2 |
| Q1 2026 | 22 | +4 | 13.46M | $243.28M | +6 | −2 |
| Q4 2025 | 18 | +1 | 13.08M | $239.99M | +1 | n/a |
| Q3 2025 | 3 | -1 | 919.69K | $16.97M | n/a | −1 |
| Q2 2025 | 2 | 0 | 57.94K | $1.05M | n/a | n/a |
| Q1 2025 | 1 | 0 | 55.41K | $990,695 | n/a | n/a |
| Q4 2024 | 1 | 0 | 86.78K | $1.52M | n/a | n/a |
| Q3 2024 | 1 | 0 | 32.92K | $608,417 | n/a | n/a |
| Q2 2024 | 1 | n/a | 58.43K | $1.03M | 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 | Ameriprise Financial Inc | 6.64M | n/a | $121.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.18M | n/a | $40.08M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 923.34K | n/a | $16.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 921.14K | +2.5% | $16.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 749.94K | 新增 | $13.77M | 0.0% | New | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 605.22K | n/a | $11.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 601.39K | n/a | $11.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 206.50K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 46.73K | n/a | $857,719 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 44.77K | n/a | $821,774 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 41.00K | n/a | $750,024 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 35.12K | n/a | $644,670 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 33.23K | n/a | $610,143 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 16.24K | n/a | $298,004 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 13.70K | n/a | $251,414 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 10.55K | -50.0% | $193,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cwm, Llc | 573 | n/a | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 150 | 0.0% | $2,753 | 0.0% | Held | 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 | $13.77M | 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): 53 持有人, 15.13M 股份, $273.09M 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