证券记录 · 已归档季度
HQH
名称等待档案录入
29被追踪持有人
0Δ持有人
8.39M持有股份
$158.84M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 +6.1% · 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 | Morgan Stanley ✦ | 4.68M | +11.5% | $88.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 1.18M | n/a | $22.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 517.09K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 501.07K | n/a | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 456.05K | n/a | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 188.50K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 131.20K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 124.18K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Invesco Ltd. | 110.16K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | First Trust Advisors Lp | 102.63K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 75.33K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 70.75K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 64.31K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 29.02K | n/a | $549,639 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 28.31K | n/a | $536,124 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 24.77K | n/a | $469,183 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 17.67K | n/a | $334,609 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 17.62K | n/a | $333,717 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 15.14K | n/a | $286,771 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 12.52K | 0.0% | $237,072 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 10.76K | n/a | $203,722 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Creative Planning | 10.12K | n/a | $191,637 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.63K | n/a | $106,651 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.81K | n/a | $72,067 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 2.12K | n/a | $40,096 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 676 | n/a | $12,803 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 353 | -50.0% | $6,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citigroup Inc | 293 | n/a | $5,549 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 204 | n/a | $3,864 | 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): 125 持有人, 12.86M 股份, $201.14M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 06
Goodson Alan R
Director · 242 股 · $4,675
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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