证券记录 · 已归档季度
LVHD
名称等待档案录入
33被追踪持有人
0Δ持有人
5.38M持有股份
$214.52M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 -1.8% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 4.96M | $218.55M | +2 | −2 |
| Q1 2026 | 37 | +4 | 5.45M | $232.12M | +6 | −2 |
| Q4 2025 | 33 | 0 | 5.38M | $214.52M | — | — |
| Q3 2025 | 5 | +1 | 1.25M | $51.71M | +1 | — |
| Q2 2025 | 1 | — | 1.80K | $71,879 | — | — |
| Q4 2024 | 1 | 0 | 16.23K | $622,775 | — | — |
| Q3 2024 | 1 | 0 | 44.62K | $1.82M | — | — |
| Q2 2024 | 1 | — | 26.76K | $958,582 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.05M | +1.1% | $41.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.05M | +1.1% | $41.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.05M | +1.1% | $41.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Financial Engines Advisors L.L.C. | 999.97K | — | $39.88M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 747.79K | — | $29.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 596.75K | — | $23.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 596.75K | — | $23.80M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 596.75K | — | $23.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 410.29K | — | $16.36M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 255.93K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 255.93K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 219.64K | — | $8.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 219.64K | — | $8.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 181.32K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 169.19K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 165.04K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 165.04K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 165.04K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 83.52K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 74.65K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 56.35K | -54.5% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 47.06K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 46.89K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 46.89K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 46.89K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 40.36K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 35.61K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 31.39K | -47.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 31.39K | -47.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 31.39K | -47.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 28.32K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 26.20K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 24.38K | — | $972,473 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mariner, LLC | 17.36K | — | $692,158 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 17.36K | — | $692,158 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citigroup Inc | 16.09K | — | $641,681 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 11.69K | -54.0% | $466,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 10.93K | — | $435,822 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 10.93K | — | $435,822 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 10.23K | — | $407,836 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 8.80K | — | $352,484 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 7.45K | — | $296,928 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.68K | -6.0% | $67,093 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 1.28K | — | $50,988 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Franklin Resources Inc | 571 | — | $22,772 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 213 | — | $8,495 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 14 | — | $558 | 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
| 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): 115 持有人, 7.03M 股份, $294.75M 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