证券记录 · 已归档季度
QQQI
名称等待档案录入
37被追踪持有人
0Δ持有人
5.18M持有股份
$279.19M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +13.3% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.92M | n/a | $103.54M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 704.00K | n/a | $37.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 590.45K | n/a | $31.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | Morgan Stanley ✦ | 416.79K | +9247.2% | $22.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 372.23K | n/a | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 192.66K | n/a | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 170.34K | 新增 | $9.17M | 0.0% | New | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 127.34K | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Corient Private Wealth LP | 121.28K | n/a | $6.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 111.11K | +65.2% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 86.66K | n/a | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 69.69K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 58.25K | +18.3% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 42.30K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 30.69K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 20.78K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 18.41K | n/a | $991,440 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 16.54K | n/a | $890,683 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 15.88K | n/a | $860,427 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 14.08K | n/a | $758,167 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 13.69K | n/a | $737,515 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cwm, Llc | 11.99K | n/a | $646,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 10.75K | n/a | $578,928 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Brown Advisory Inc | 9.74K | n/a | $524,596 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 7.01K | n/a | $377,804 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 6.39K | n/a | $344,050 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 4.54K | n/a | $244,686 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Bank Of America Corp /De/ | 3.50K | n/a | $188,510 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 3.42K | n/a | $184,416 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 2.99K | n/a | $161,041 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1.98K | n/a | $106,826 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 1.21K | -32.4% | $65,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 980 | n/a | $52,783 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 970 | n/a | $52,623 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 946 | n/a | $50,952 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 709 | n/a | $38,187 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 41 | -50.0% | $2,257 | 0.0% | ▼ Trim | 2 | 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
| Goldman Sachs Group | $9.17M | 0.0% |
已清仓
| Renaissance Technologies | $1.49M | 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): 300 持有人, 17.35M 股份, $840.10M 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