证券记录 · 已归档季度
LPA
名称等待档案录入
26被追踪持有人
0Δ持有人
674.66K持有股份
$1.84M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 +30.0% · 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 | Cerity Partners LLC | 233.32K | n/a | $636,964 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | State Street Global Advisors ✦ (被动) | 202.53K | +1037.8% | $552,921 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 53.41K | +5.6% | $145,801 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (被动) | 40.56K | -0.3% | $110,716 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Russell Investments Group, Ltd. | 19.64K | n/a | $53,617 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | The Vanguard Group ✦ (被动) | 18.80K | +3.6% | $51,327 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Northern Trust Corp | 17.17K | n/a | $46,869 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 16.07K | n/a | $43,872 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Morgan Stanley ✦ | 12.20K | +466.2% | $33,293 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Bank of New York Mellon Corp | 11.89K | n/a | $32,452 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | New York State Common Retirement… | 11.53K | n/a | $31,480 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 7.87K | +697.7% | $21,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rhumbline Advisers | 5.43K | n/a | $14,819 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Barclays Plc | 5.13K | n/a | $14,013 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 4.84K | n/a | $13,222 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 4.20K | -49.3% | $11,455 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Wells Fargo & Company/Mn | 3.54K | n/a | $9,653 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bnp Paribas Financial Markets | 2.75K | n/a | $7,505 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.49K | n/a | $4,068 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 749 | n/a | $2,045 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 361 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 427 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Legal & General Group Plc | 324 | n/a | $873 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | California State Teachers… | 214 | n/a | $584 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 150 | n/a | $409 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 85 | n/a | $232 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"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): 41 持有人, 686.00K 股份, $2.26M 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)
Sep 04
Marquina Javier
Director · 1.76K 股 · $5,421
Sep 01
Marquina Javier
Director · 1.80K 股 · $5,562
Aug 26
McDonald Thomas
Director, 10% owner · 1.82K 股 · $5,925
Aug 25
McDonald Thomas
Director, 10% owner · 400 股 · $1,300
Aug 24
McDonald Thomas
Director, 10% owner · 2.96K 股 · $9,646
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