证券记录 · 已归档季度
DUSB
名称等待档案录入
21被追踪持有人
+2Δ持有人
936.53K持有股份
$47.44M报告持仓市值
+2新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +10.5% ·
股份流向 -0.1% ·
净新建仓位 +9.5%
— 公式
持股分散化 — 持有人增多,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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -2 | 1.40M | $71.09M | — | −2 |
| Q1 2026 | 24 | +3 | 1.28M | $65.14M | +4 | −1 |
| Q4 2025 | 21 | +2 | 936.53K | $47.44M | +2 | — |
| Q3 2025 | 1 | +1 | 161.03K | $8.18M | +1 | — |
| Q1 2025 | 1 | 0 | 52.49K | $2.66M | — | — |
| Q4 2024 | 1 | 0 | 74.17K | $3.75M | — | — |
| Q3 2024 | 1 | 0 | 7.64K | $388,137 | — | — |
| Q2 2024 | 1 | — | 28.28K | $1.43M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 224.13K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mariner, LLC | 224.13K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 112.74K | -30.0% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Creative Planning | 103.37K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 98.95K | — | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 80.68K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.33K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 46.99K | 新增 | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 40.00K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Financial Engines Advisors L.L.C. | 31.57K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 28.44K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 23.60K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 23.60K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 19.96K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 19.34K | — | $979,391 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 14.30K | — | $724,165 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 11.77K | — | $596,060 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 10.17K | — | $515,228 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 10.17K | — | $515,228 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 7.75K | — | $392,579 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 7.75K | — | $392,579 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 5.78K | — | $292,656 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 1.00K | — | $50,650 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 607 | 新增 | $30,745 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 52 | — | $3,000 | 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
| Goldman Sachs Group | $2.38M | 0.0% |
| Morgan Stanley | $30,745 | 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): 189 持有人, 23.60M 股份, $1.18B 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