证券记录 · 已归档季度
HEEM
名称等待档案录入
22被追踪持有人
0Δ持有人
1.89M持有股份
$65.58M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 | Wells Fargo & Company/Mn | 403.56K | n/a | $14.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 359.21K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Pictet Asset Management Holding SA | 352.03K | n/a | $12.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 351.01K | +1.7% | $12.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 115.83K | n/a | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 72.42K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 55.27K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 30.38K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 28.66K | n/a | $996,187 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 28.57K | n/a | $993,115 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 24.98K | n/a | $868,250 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 15.25K | n/a | $530,185 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.67K | -24.0% | $475,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.59K | n/a | $368,004 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 8.91K | n/a | $309,851 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Blair William & Co/Il | 6.88K | n/a | $239,149 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.55K | n/a | $158,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.00K | n/a | $104,280 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.21K | -4.0% | $42,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 303 | n/a | $10,532 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 212 | n/a | $7,369 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 128 | n/a | $4,449 | 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): 45 持有人, 3.78M 股份, $139.05M 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