证券记录 · 已归档季度
HAP
名称等待档案录入
20被追踪持有人
+1Δ持有人
1.01M持有股份
$60.96M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 +5.3% ·
股份流向 +4.4% ·
净新建仓位 +5.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 22 | 0 | 1.45M | $99.72M | +2 | −2 |
| Q1 2026 | 22 | +2 | 1.35M | $97.62M | +6 | −4 |
| Q4 2025 | 20 | +1 | 1.01M | $60.96M | +1 | — |
| Q3 2025 | 2 | -1 | 125.65K | $7.17M | — | −1 |
| Q2 2025 | 2 | 0 | 11.44K | $594,251 | — | — |
| Q1 2025 | 1 | +1 | 25.08K | $1.25M | +1 | — |
| Q2 2024 | 1 | — | 18.98K | $948,848 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 605.10K | — | $36.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 150.96K | +20.2% | $9.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 70.02K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 47.56K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 26.04K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 18.47K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 18.47K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 18.47K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 17.41K | 新增 | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 14.18K | — | $852,587 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 14.18K | — | $852,587 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 12.07K | — | $726,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 12.07K | — | $726,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.66K | — | $641,094 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 10.66K | — | $641,094 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 10.03K | — | $603,324 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 8.91K | — | $535,787 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 6.54K | — | $393,496 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 5.46K | — | $328,471 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 4.83K | — | $290,288 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 4.83K | — | $290,288 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 4.54K | — | $272,735 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 700 | — | $42,098 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Barclays Plc | 180 | — | $10,825 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 63 | 0.0% | $3,775 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Citigroup Inc | 2 | — | $120 | 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
| Citadel Advisors | $1.05M | 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): 62 持有人, 2.83M 股份, $172.38M 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
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