证券记录 · 已归档季度
LQDH
名称等待档案录入
28被追踪持有人
+1Δ持有人
1.99M持有股份
$186.10M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 +3.7% ·
股份流向 +0.5% ·
净新建仓位 +3.6%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.30K | $305,467 | n/a | −1 |
| Q2 2026 | 28 | -2 | 1.69M | $157.45M | +4 | −7 |
| Q1 2026 | 31 | +3 | 1.63M | $150.06M | +5 | −2 |
| Q4 2025 | 28 | +1 | 1.99M | $186.10M | +1 | n/a |
| Q3 2025 | 4 | 0 | 122.09K | $11.42M | +1 | −1 |
| Q2 2025 | 2 | 0 | 6.58K | $607,530 | n/a | n/a |
| Q1 2025 | 1 | 0 | 59.85K | $5.52M | n/a | n/a |
| Q4 2024 | 1 | 0 | 29.63K | $2.75M | n/a | n/a |
| Q3 2024 | 1 | 0 | 18.74K | $1.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.47K | $2.74M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 411.67K | n/a | $38.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 393.94K | n/a | $36.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 282.53K | n/a | $26.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 167.83K | n/a | $15.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 137.82K | n/a | $12.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 99.47K | +24.4% | $9.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 76.45K | n/a | $7.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of Montreal /Can/ | 57.34K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 46.54K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 43.77K | n/a | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 41.17K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 34.44K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 31.00K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 27.92K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Assetmark, Inc | 24.87K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 24.36K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 20.34K | -44.6% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 19.37K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 16.56K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 15.37K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 10.88K | 新增 | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 3.90K | n/a | $364,492 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 2.92K | n/a | $272,270 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 2.00K | n/a | $186,932 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 705 | -86.6% | $65,812 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Wells Fargo & Company/Mn | 253 | n/a | $23,618 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 80 | -46.7% | $7,468 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 62 | n/a | $5,788 | 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
| Citadel Advisors | $1.02M | 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): 101 持有人, 3.31M 股份, $297.13M 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