证券记录 · 已归档季度
DWM
名称等待档案录入
30被追踪持有人
0Δ持有人
3.50M持有股份
$241.10M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 -1.5% · 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 | 33 | +2 | 3.34M | $244.56M | +3 | −2 |
| Q1 2026 | 33 | +3 | 3.42M | $239.29M | +3 | n/a |
| Q4 2025 | 30 | 0 | 3.50M | $241.10M | n/a | n/a |
| Q3 2025 | 3 | 0 | 1.03M | $68.41M | n/a | n/a |
| Q2 2025 | 1 | n/a | 2.32K | $147,625 | n/a | n/a |
| Q4 2024 | 1 | 0 | 32.84K | $1.73M | n/a | n/a |
| Q3 2024 | 1 | 0 | 4.16K | $239,551 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.27K | $444,264 | 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 | Morgan Stanley ✦ | 965.80K | -4.1% | $66.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 476.60K | n/a | $32.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 402.92K | n/a | $27.70M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 389.84K | n/a | $26.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wealth Enhancement Advisory… | 331.89K | n/a | $23.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 180.28K | n/a | $12.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 130.69K | n/a | $8.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 89.14K | n/a | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 87.63K | n/a | $6.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 80.86K | n/a | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 79.52K | n/a | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cibc World Market Inc. | 52.07K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Sei Investments Co | 41.70K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 33.43K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 27.60K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 17.04K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 15.89K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 14.73K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 13.71K | n/a | $942,371 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 12.71K | n/a | $874,296 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 11.52K | -52.2% | $792,390 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Jane Street Group, Llc | 10.77K | n/a | $740,270 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 8.48K | n/a | $583,463 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 7.17K | n/a | $492,940 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 6.45K | n/a | $443,502 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Cwm, Llc | 4.43K | n/a | $305,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 3.40K | n/a | $233,578 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 2.08K | n/a | $143,108 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.97K | -12.1% | $135,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 34 | n/a | $2,338 | 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): 129 持有人, 5.60M 股份, $381.57M 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