证券记录 · 已归档季度
PIN
名称等待档案录入
27被追踪持有人
0Δ持有人
2.00M持有股份
$48.55M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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 88 | $1,624 | n/a | n/a |
| Q2 2026 | 25 | -3 | 1.85M | $37.19M | n/a | −3 |
| Q1 2026 | 29 | +2 | 1.88M | $38.64M | +3 | −1 |
| Q4 2025 | 27 | 0 | 2.00M | $48.55M | n/a | n/a |
| Q3 2025 | 3 | 0 | 282.21K | $7.08M | n/a | n/a |
| Q2 2025 | 2 | 0 | 23.39K | $630,504 | n/a | n/a |
| Q1 2025 | 1 | 0 | 134.74K | $3.37M | n/a | n/a |
| Q4 2024 | 1 | -1 | 1.40K | $36,104 | n/a | −1 |
| Q3 2024 | 2 | +2 | 12.51K | $384,059 | +2 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 695.04K | n/a | $16.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 232.83K | +0.5% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 227.75K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 153.94K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 126.35K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 121.79K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Sei Investments Co | 72.04K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 68.00K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Neuberger Berman Group LLC | 67.15K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 45.92K | -4.7% | $1.12M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Royal Bank Of Canada | 35.36K | n/a | $859,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 32.83K | n/a | $798,110 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 24.19K | n/a | $588,167 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 22.74K | n/a | $552,782 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 21.82K | n/a | $530,452 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 17.83K | n/a | $433,541 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 12.45K | n/a | $302,738 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 8.84K | n/a | $214,748 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 3.50K | n/a | $85,158 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.29K | -1.0% | $55,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 1.61K | n/a | $39,239 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 1.38K | n/a | $33,440 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 903 | n/a | $21,952 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 200 | n/a | $4,862 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 146 | n/a | $3,549 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 88 | n/a | $2,140 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 69 | n/a | $2,000 | 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): 70 持有人, 2.96M 股份, $60.52M 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