证券记录 · 已归档季度
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名称等待档案录入
29被追踪持有人
+1Δ持有人
3.87M持有股份
$59.17M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 -3.0% ·
净新建仓位 +3.4%
· 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 730.70K | -14.4% | $11.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Royal Bank Of Canada | 649.60K | n/a | $9.96M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 540.36K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 493.02K | n/a | $7.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 233.06K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Franklin Resources Inc | 161.93K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 149.56K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 143.95K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 143.07K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Susquehanna International Group, Llp | 86.03K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 83.52K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 59.74K | n/a | $916,485 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Us Bancorp \De\ | 53.61K | n/a | $822,347 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 52.82K | n/a | $810,289 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 43.09K | n/a | $661,047 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 41.38K | n/a | $634,853 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 40.67K | n/a | $623,847 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 39.79K | n/a | $610,420 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 24.96K | n/a | $382,902 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Creative Planning | 23.48K | n/a | $360,208 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 18.40K | n/a | $282,209 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 17.43K | +11.6% | $267,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Balyasny Asset Management L.P. | 17.04K | n/a | $261,440 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.68K | n/a | $56,452 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 11.73K | n/a | $40,406 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.08K | 新增 | $31,938 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 1.30K | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 298 | n/a | $4,570 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 214 | n/a | $3,283 | 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
| JPMorgan Chase | $31,938 | 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): 96 持有人, 8.68M 股份, $107.38M 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