证券记录 · 已归档季度
EVT
名称等待档案录入
32被追踪持有人
0Δ持有人
7.18M持有股份
$180.80M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 +0.1% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.00M | n/a | $25.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 946.95K | +0.7% | $23.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 916.38K | n/a | $23.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 838.70K | n/a | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 716.78K | n/a | $18.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 505.97K | n/a | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 360.62K | n/a | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 268.99K | n/a | $6.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 223.58K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 206.09K | n/a | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 193.50K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 150.65K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | First Trust Advisors Lp | 145.88K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 119.56K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 109.57K | 0.0% | $2.76M | 0.0% | Held | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 55.29K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 53.67K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 51.78K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Mml Investors Services, Llc | 47.47K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 44.56K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Allspring Global Investments… | 41.55K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 26.50K | n/a | $667,238 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 26.09K | n/a | $656,820 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 22.50K | 0.0% | $566,676 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 19.73K | n/a | $496,926 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 18.84K | n/a | $474,265 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 13.87K | n/a | $349,342 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 13.51K | n/a | $340,257 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Envestnet Asset Management Inc | 12.82K | n/a | $322,861 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 11.91K | n/a | $300,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 10.00K | n/a | $251,800 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 168 | n/a | $4,230 | 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): 144 持有人, 13.78M 股份, $334.80M 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