证券记录 · 已归档季度
QQQE
名称等待档案录入
44被追踪持有人
0Δ持有人
3.25M持有股份
$332.22M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -9.3% · 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 | 48 | +1 | 3.33M | $405.60M | +5 | −4 |
| Q1 2026 | 48 | +4 | 3.73M | $367.63M | +13 | −9 |
| Q4 2025 | 44 | 0 | 3.25M | $332.22M | +2 | −2 |
| Q3 2025 | 7 | 0 | 1.29M | $131.11M | +1 | −1 |
| Q2 2025 | 4 | 0 | 13.38K | $1.32M | +1 | −1 |
| Q1 2025 | 2 | -1 | 13.89K | $1.21M | — | −1 |
| Q4 2024 | 3 | 0 | 39.22K | $3.52M | — | — |
| Q3 2024 | 3 | 0 | 59.88K | $5.40M | — | — |
| Q2 2024 | 3 | — | 25.67K | $2.28M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 695.87K | +40.4% | $71.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 637.36K | — | $65.21M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 406.33K | — | $41.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 225.76K | — | $23.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Goldman Sachs Group ✦ | 216.06K | -69.2% | $22.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Bnp Paribas Financial Markets | 132.91K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citigroup Inc | 100.16K | — | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 92.47K | — | $9.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 79.06K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 64.11K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 62.78K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 53.06K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 52.41K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 50.93K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 48.67K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 45.39K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Healthcare Of Ontario Pension Plan… | 43.00K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 38.16K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 32.24K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Citadel Advisors ✦ | 29.75K | 新增 | $3.04M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 28.00K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cwm, Llc | 22.32K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.47K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 11.82K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 9.44K | — | $965,602 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 6.11K | — | $625,401 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | D. E. Shaw & Co. ✦ | 5.18K | -11.9% | $530,273 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 4.96K | — | $507,662 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 4.80K | — | $490,848 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | First Trust Advisors Lp | 4.20K | — | $429,511 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 4.08K | — | $416,913 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 3.60K | — | $368,418 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 3.50K | +6.0% | $357,965 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 3.23K | — | $340,413 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 3.30K | 新增 | $337,623 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 2.90K | — | $297,007 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 2.87K | — | $293,129 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | JPMorgan Chase ✦ | 2.03K | -94.8% | $208,099 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Wells Fargo & Company/Mn | 1.68K | — | $171,625 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | National Bank Of Canada /Fi/ | 1.33K | — | $135,904 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.31K | — | $134,333 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 828 | — | $84,713 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 620 | — | $63,432 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Toronto Dominion Bank | 4 | — | $409 | 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
| Citadel Advisors | $3.04M | 0.0% |
| Renaissance Technologies | $337,623 | 0.0% |
已清仓
| Two Sigma Investments | $4.46M | 曾为 0.0% |
| BlackRock | $18,290 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 196 持有人, 5.93M 股份, $575.70M 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