证券记录 · 已归档季度
DIV
名称等待档案录入
36被追踪持有人
0Δ持有人
4.72M持有股份
$81.82M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 +2.2% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 18.09K | $343,255 | +1 | −1 |
| Q2 2026 | 36 | 0 | 5.43M | $103.52M | +2 | −2 |
| Q1 2026 | 37 | +1 | 4.97M | $93.88M | +4 | −3 |
| Q4 2025 | 36 | 0 | 4.72M | $81.82M | n/a | n/a |
| Q3 2025 | 7 | +1 | 1.18M | $20.84M | +1 | n/a |
| Q2 2025 | 3 | 0 | 123.94K | $2.18M | n/a | n/a |
| Q1 2025 | 1 | 0 | 61.00K | $1.15M | n/a | n/a |
| Q4 2024 | 1 | -1 | 36.20K | $652,715 | n/a | −1 |
| Q3 2024 | 2 | 0 | 103.34K | $1.93M | +1 | −1 |
| Q2 2024 | 2 | n/a | 39.31K | $678,150 | 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 | 895.48K | n/a | $15.51M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 625.64K | -4.4% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 618.03K | n/a | $10.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 382.31K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wealthfront Advisers LLC | 339.05K | n/a | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 318.10K | +18.6% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 262.80K | +60.8% | $4.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Royal Bank Of Canada | 217.94K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 167.81K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 140.36K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 107.53K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mirae Asset Global Investments Co.… | 97.00K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 76.60K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 73.02K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 61.95K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 51.14K | n/a | $885,740 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 45.38K | n/a | $785,895 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 43.23K | -44.0% | $748,813 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 36.08K | n/a | $624,958 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 27.37K | n/a | $474,085 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 24.63K | n/a | $427,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 24.28K | +111.8% | $420,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 23.26K | n/a | $402,867 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 13.90K | n/a | $240,797 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Creative Planning | 12.34K | n/a | $213,646 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 12.00K | n/a | $207,840 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Sei Investments Co | 10.54K | n/a | $182,500 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 5.32K | n/a | $92,142 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 4.65K | n/a | $80,538 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.72K | +6.8% | $64,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 776 | n/a | $13,455 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Blair William & Co/Il | 750 | n/a | $12,990 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citigroup Inc | 600 | n/a | $10,392 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 103 | n/a | $1,784 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 98 | +1.0% | $1,708 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Assetmark, Inc | 5 | n/a | $87 | 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
| 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): 125 持有人, 9.87M 股份, $182.54M 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