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证券记录 · 已归档季度

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
52被追踪持有人
+1Δ持有人
3.68M持有股份
$293.15M报告持仓市值
+2新建仓位
−1清仓
Stable 2 被追踪股份持续上升的季度数 ●●○○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +2.0% · 股份流向 -0.1% · 净新建仓位 +1.9%公式
持股分散化 — 持有人增多,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
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 55 +1 3.71M $390.11M +5 −4
Q1 2026 55 +2 3.66M $275.45M +4 −2
Q4 2025 52 +1 3.68M $293.15M +2 −1
Q3 2025 5 0 132.58K $11.51M +1 −1
Q2 2025 3 -1 27.17K $2.35M +1 −2
Q1 2025 2 0 52.24K $3.75M
Q4 2024 2 0 13.66K $1.02M +1 −1
Q3 2024 2 +2 8.83K $602,844 +2
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 LPL Financial LLC 730.61K $58.72M 0.0% n/c 1 SEC ↗
2 HighTower Advisors, LLC 348.88K $28.04M 0.0% n/c 1 SEC ↗
3 Wealth Enhancement Advisory… 305.74K $24.64M 0.0% n/c 1 SEC ↗
4 Raymond James Financial Inc 259.87K $20.89M 0.0% n/c 1 SEC ↗
5 Raymond James Financial Inc 259.87K $20.89M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 259.87K $20.89M 0.0% n/c 1 SEC ↗
7 Royal Bank Of Canada 237.72K $19.11M 0.0% n/c 1 SEC ↗
8 Royal Bank Of Canada 237.72K $19.11M 0.0% n/c 1 SEC ↗
9 Royal Bank Of Canada 237.72K $19.11M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 237.72K $19.11M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 237.72K $19.11M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 237.72K $19.11M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 167.23K $13.44M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 167.23K $13.44M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 167.23K $13.44M 0.0% n/c 1 SEC ↗
16 Corient Private Wealth LP 197.59K $12.69M 0.0% n/c 1 SEC ↗
17 Corient Private Wealth LP 197.59K $12.69M 0.0% n/c 1 SEC ↗
18 Cetera Investment Advisers 149.85K $12.04M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 141.42K $11.37M 0.0% n/c 1 SEC ↗
20 Osaic Holdings, Inc. 141.42K $11.37M 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 141.42K $11.37M 0.0% n/c 1 SEC ↗
22 Commonwealth Equity Services, Llc 130.99K $10.53M 0.0% n/c 1 SEC ↗
23 Stifel Financial Corp 125.04K $10.05M 0.0% n/c 1 SEC ↗
24 Creative Planning 101.43K $8.15M 0.0% n/c 1 SEC ↗
25 Morgan Stanley 96.12K +7.9% $7.72M 0.0% ▲ Add 2 SEC ↗
26 Morgan Stanley 96.12K +7.9% $7.72M 0.0% ▲ Add 2 SEC ↗
27 Morgan Stanley 96.12K +7.9% $7.72M 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley 96.12K +7.9% $7.72M 0.0% ▲ Add 2 SEC ↗
29 Mml Investors Services, Llc 95.41K $7.67M 0.0% n/c 1 SEC ↗
30 Rockefeller Capital Management L.P. 85.84K $6.90M 0.0% n/c 1 SEC ↗
31 Rockefeller Capital Management L.P. 85.84K $6.90M 0.0% n/c 1 SEC ↗
32 Northwestern Mutual Wealth… 82.89K $6.66M 0.0% n/c 1 SEC ↗
33 Financial Engines Advisors L.L.C. 49.45K $3.97M 0.0% n/c 1 SEC ↗
34 Cerity Partners LLC 42.91K $3.45M 0.0% n/c 1 SEC ↗
35 Cerity Partners LLC 42.91K $3.45M 0.0% n/c 1 SEC ↗
36 Cerity Partners LLC 42.91K $3.45M 0.0% n/c 1 SEC ↗
37 Wealthfront Advisers LLC 33.62K $2.70M 0.0% n/c 1 SEC ↗
38 UBS Group AG 30.20K $2.43M 0.0% n/c 1 SEC ↗
39 UBS Group AG 30.20K $2.43M 0.0% n/c 1 SEC ↗
40 UBS Group AG 30.20K $2.43M 0.0% n/c 1 SEC ↗
41 UBS Group AG 30.20K $2.43M 0.0% n/c 1 SEC ↗
42 TD Waterhouse Canada Inc. 26.80K $2.15M 0.0% n/c 1 SEC ↗
43 Mercer Global Advisors Inc /Adv 26.66K $2.14M 0.0% n/c 1 SEC ↗
44 Susquehanna International Group, Llp 22.13K $1.78M 0.0% n/c 1 SEC ↗
45 Jones Financial Companies Lllp 21.41K $1.72M 0.0% n/c 1 SEC ↗
46 Fidelity (FMR) 18.03K -0.3% $1.45M 0.0% ▼ Trim 3 SEC ↗
47 Lido Advisors, LLC 16.71K $1.45M 0.0% n/c 1 SEC ↗
48 Captrust Financial Advisors 14.83K $1.19M 0.0% n/c 1 SEC ↗
49 Focus Partners Wealth 12.84K $1.07M 0.0% n/c 1 SEC ↗
50 Baird Financial Group, Inc. 12.33K $990,721 0.0% n/c 1 SEC ↗
51 Envestnet Asset Management Inc 10.92K $877,947 0.0% n/c 1 SEC ↗
52 Mariner, LLC 10.59K $850,980 0.0% n/c 1 SEC ↗
53 Bank Of Montreal /Can/ 9.51K $764,218 0.0% n/c 1 SEC ↗
54 Bank Of Montreal /Can/ 9.51K $764,218 0.0% n/c 1 SEC ↗
55 Bank Of Montreal /Can/ 9.51K $764,218 0.0% n/c 1 SEC ↗
56 Barclays Plc 8.65K $694,879 0.0% n/c 1 SEC ↗
57 Cibc World Market Inc. 8.13K $653,167 0.0% n/c 1 SEC ↗
58 Cwm, Llc 7.82K $629,000 0.0% n/c 1 SEC ↗
59 D. E. Shaw & Co. 7.10K 新增 $570,707 0.0% New 1 SEC ↗
60 Jane Street Group, Llc 6.85K $550,374 0.0% n/c 1 SEC ↗
61 Pnc Financial Services Group, Inc. 4.20K $337,554 0.0% n/c 1 SEC ↗
62 Pnc Financial Services Group, Inc. 4.20K $337,554 0.0% n/c 1 SEC ↗
63 Pnc Financial Services Group, Inc. 4.20K $337,554 0.0% n/c 1 SEC ↗
64 JPMorgan Chase 4.03K -11.5% $324,212 0.0% ▼ Trim 2 SEC ↗
65 JPMorgan Chase 4.03K -11.5% $324,212 0.0% ▼ Trim 2 SEC ↗
66 JPMorgan Chase 4.03K -11.5% $324,212 0.0% ▼ Trim 2 SEC ↗
67 JPMorgan Chase 4.03K -11.5% $324,212 0.0% ▼ Trim 2 SEC ↗
68 JPMorgan Chase 4.03K -11.5% $324,212 0.0% ▼ Trim 2 SEC ↗
69 AQR Capital Management 3.95K 新增 $317,739 0.0% New 1 SEC ↗
70 Us Bancorp \De\ 3.87K $310,630 0.0% n/c 1 SEC ↗
71 Truist Financial Corp 3.63K $291,762 0.0% n/c 1 SEC ↗
72 Truist Financial Corp 3.63K $291,762 0.0% n/c 1 SEC ↗
73 Wells Fargo & Company/Mn 2.46K $197,746 0.0% n/c 1 SEC ↗
74 Wells Fargo & Company/Mn 2.46K $197,746 0.0% n/c 1 SEC ↗
75 National Bank Of Canada /Fi/ 2.40K $192,103 0.0% n/c 1 SEC ↗
76 Qube Research & Technologies Ltd 2.05K $165,080 0.0% n/c 1 SEC ↗
77 Franklin Resources Inc 1.59K $127,788 0.0% n/c 1 SEC ↗
78 Russell Investments Group, Ltd. 721 $57,947 0.0% n/c 1 SEC ↗
79 BlackRock (被动) 612 0.0% $49,186 0.0% Held 3 SEC ↗
80 Simplex Trading, Llc 535 $42,997 0.0% n/c 1 SEC ↗
81 UBS AM, a distinct business unit of… 162 $13,020 0.0% n/c 1 SEC ↗
82 Group One Trading Llc 74 $5,947 0.0% n/c 1 SEC ↗
83 Assetmark, Inc 72 $5,787 0.0% n/c 1 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

D. E. Shaw & Co. $570,707 0.0%
AQR Capital Management $317,739 0.0%

已清仓

Citadel Advisors $1.76M 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): 356 持有人, 6.60M 股份, $472.87M 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

该证券的被追踪持有人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