证券记录 · 已归档季度
DWX
名称等待档案录入
36被追踪持有人
0Δ持有人
4.07M持有股份
$178.92M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.2% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 3.72M | $170.87M | +1 | −3 |
| Q1 2026 | 40 | +4 | 3.66M | $166.66M | +6 | −2 |
| Q4 2025 | 36 | 0 | 4.07M | $178.92M | +1 | −1 |
| Q3 2025 | 4 | 0 | 881.46K | $37.64M | n/a | n/a |
| Q2 2025 | 2 | +1 | 9.78K | $412,376 | +1 | n/a |
| Q4 2024 | 1 | 0 | 69.57K | $2.43M | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.05K | $539,617 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.28K | $388,474 | 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 ✦ | 850.30K | +1.4% | $37.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 711.03K | n/a | $31.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 635.34K | n/a | $27.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | UBS Group AG | 459.62K | n/a | $20.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 191.95K | n/a | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 158.71K | n/a | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 148.92K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 118.87K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 103.80K | n/a | $4.56M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Cetera Investment Advisers | 98.69K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 93.85K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 83.96K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 71.77K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 57.37K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 49.12K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 37.59K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 31.86K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 29.61K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 24.29K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 18.65K | n/a | $819,519 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 13.98K | -50.8% | $614,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 13.37K | n/a | $587,526 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 12.13K | n/a | $532,803 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 9.55K | n/a | $419,537 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 9.13K | n/a | $401,271 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 8.79K | n/a | $386,116 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 6.51K | 新增 | $286,151 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 5.53K | n/a | $242,830 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 4.79K | n/a | $210,314 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 4.35K | n/a | $190,878 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.87K | +1.4% | $169,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cwm, Llc | 2.38K | n/a | $105,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.99K | n/a | $87,562 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Barclays Plc | 300 | n/a | $13,181 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 198 | n/a | $8,699 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 178 | n/a | $7,820 | 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
| Goldman Sachs Group | $286,151 | 0.0% |
已清仓
| Citadel Advisors | $443,824 | 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): 136 持有人, 5.96M 股份, $253.77M 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