证券记录 · 已归档季度
DOL
名称等待档案录入
35被追踪持有人
+1Δ持有人
5.75M持有股份
$378.65M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +2.9% ·
股份流向 -5.1% ·
净新建仓位 +2.9%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | 6.30K | $462,634 | n/a | n/a |
| Q2 2026 | 35 | -2 | 5.86M | $435.91M | +1 | −4 |
| Q1 2026 | 39 | +4 | 5.88M | $398.96M | +4 | n/a |
| Q4 2025 | 35 | +1 | 5.75M | $378.65M | +2 | −1 |
| Q3 2025 | 4 | 0 | 1.75M | $108.90M | n/a | n/a |
| Q2 2025 | 1 | n/a | 1.60K | $95,419 | n/a | n/a |
| Q4 2024 | 1 | 0 | 24.11K | $1.19M | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.92K | $373,282 | n/a | n/a |
| Q2 2024 | 1 | n/a | 31.25K | $1.59M | 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 | Creative Planning | 2.66M | n/a | $175.41M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.02M | +3.5% | $67.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 371.57K | -49.6% | $24.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 330.36K | n/a | $21.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 237.12K | n/a | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 199.21K | n/a | $13.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 119.88K | n/a | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 86.68K | n/a | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 82.94K | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 75.25K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 69.60K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 64.83K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 57.48K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 46.70K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 42.89K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 37.40K | 新增 | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 34.70K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 31.95K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 30.05K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 29.40K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 23.25K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Ameriprise Financial Inc | 21.18K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 11.16K | n/a | $751,414 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 10.16K | n/a | $668,764 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 8.54K | n/a | $562,130 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 8.48K | n/a | $558,128 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | HighTower Advisors, LLC | 8.09K | n/a | $532,929 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 7.37K | 新增 | $485,380 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Cerity Partners LLC | 4.65K | n/a | $305,958 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 3.41K | n/a | $224,351 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 3.04K | n/a | $199,905 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.21K | +0.6% | $145,191 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Assetmark, Inc | 1.60K | n/a | $105,360 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 632 | n/a | $41,617 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Blair William & Co/Il | 179 | n/a | $11,787 | 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
| Citadel Advisors | $2.46M | 0.0% |
| BlackRock | $485,380 | 0.0% |
已清仓
| Goldman Sachs Group | $1.24M | 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): 108 持有人, 7.33M 股份, $497.16M 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