证券记录 · 已归档季度
FSEP
名称等待档案录入
23被追踪持有人
0Δ持有人
2.88M持有股份
$148.32M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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 16.04K | $924,994 | n/a | n/a |
| Q2 2026 | 23 | -1 | 1.92M | $105.92M | +2 | −4 |
| Q1 2026 | 26 | +3 | 2.75M | $138.52M | +4 | −1 |
| Q4 2025 | 23 | 0 | 2.88M | $148.32M | +1 | −1 |
| Q3 2025 | 3 | 0 | 19.93K | $1.01M | n/a | n/a |
| Q2 2025 | 1 | 0 | 6.10K | $293,044 | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.51K | $646,287 | n/a | n/a |
| Q4 2024 | 1 | +1 | 4.76K | $217,374 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.33K | $320,978 | 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 | Envestnet Asset Management Inc | 506.89K | n/a | $26.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 452.25K | n/a | $23.32M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 381.33K | n/a | $19.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 308.54K | n/a | $15.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 298.96K | n/a | $15.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Assetmark, Inc | 251.28K | n/a | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 243.76K | n/a | $12.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 218.57K | n/a | $11.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 67.04K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 26.13K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 24.69K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 21.38K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 17.30K | n/a | $891,988 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 13.26K | n/a | $683,892 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 9.67K | n/a | $502,305 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 8.41K | n/a | $433,413 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 8.35K | -1.3% | $430,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 5.60K | n/a | $288,736 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Trust Advisors Lp | 5.28K | n/a | $272,030 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 4.60K | 新增 | $236,970 | 0.0% | New | 1 | SEC ↗ |
| 21 | Barclays Plc | 2.90K | n/a | $149,369 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 372 | n/a | $19,180 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 103 | -96.3% | $5,311 | 0.0% | ▼ Trim | 2 | 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 | $236,970 | 0.0% |
已清仓
| Citadel Advisors | $438,738 | 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): 151 持有人, 6.07M 股份, $291.82M 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