证券记录 · 已归档季度
QQQJ
名称等待档案录入
40被追踪持有人
0Δ持有人
4.25M持有股份
$156.67M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 +0.7% · 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 | 2 | 0 | 24.52K | $1.09M | n/a | n/a |
| Q2 2026 | 41 | -4 | 5.58M | $253.04M | +2 | −7 |
| Q1 2026 | 47 | +6 | 5.02M | $181.42M | +7 | −1 |
| Q4 2025 | 40 | 0 | 4.25M | $156.67M | n/a | n/a |
| Q3 2025 | 4 | 0 | 260.67K | $9.33M | +1 | −1 |
| Q2 2025 | 2 | 0 | 9.98K | $319,037 | n/a | n/a |
| Q1 2025 | 1 | 0 | 244.05K | $7.08M | n/a | n/a |
| Q4 2024 | 1 | 0 | 3.67K | $113,206 | n/a | n/a |
| Q3 2024 | 1 | -2 | 45.73K | $1.39M | n/a | −2 |
| Q2 2024 | 3 | n/a | 315.05K | $8.78M | 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 | Raymond James Financial Inc | 1.17M | n/a | $43.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Osaic Holdings, Inc. | 669.79K | n/a | $24.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 467.34K | n/a | $17.22M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 364.38K | n/a | $13.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 294.52K | n/a | $10.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 281.51K | +11.6% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 177.41K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 138.42K | n/a | $5.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 106.39K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 77.52K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 77.18K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealthfront Advisers LLC | 75.67K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 45.33K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 43.27K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 33.90K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 32.44K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mirae Asset Global Investments Co.… | 28.06K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 20.96K | n/a | $772,588 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 19.91K | n/a | $770,881 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 18.08K | n/a | $666,137 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 13.93K | n/a | $513,334 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 13.56K | n/a | $499,670 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 12.66K | n/a | $466,704 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 11.55K | n/a | $425,554 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 9.58K | n/a | $352,846 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 9.16K | n/a | $337,509 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 8.78K | n/a | $323,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 7.05K | n/a | $259,750 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 6.61K | n/a | $243,474 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 6.36K | -1.6% | $234,492 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Bank Of Montreal /Can/ | 2.79K | n/a | $102,627 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 2.47K | +38.1% | $90,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 2.45K | n/a | $90,135 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 781 | n/a | $28,776 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 710 | n/a | $26,164 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Cwm, Llc | 511 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 154 | n/a | $5,675 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 26 | n/a | $958 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 10 | n/a | $369 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 2 | -99.0% | $74 | 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
| 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): 169 持有人, 8.57M 股份, $286.09M 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