证券记录 · 已归档季度
SDG
名称等待档案录入
28被追踪持有人
0Δ持有人
479.35K持有股份
$40.39M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 0.0% · 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 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | — |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | — |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | — |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | — | — |
| Q2 2024 | 1 | — | 20.60K | $1.55M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 216.81K | — | $18.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 25.73K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 15.59K | -5.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 15.14K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 12.86K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 11.53K | — | $971,367 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 11.53K | — | $971,367 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 11.34K | — | $954,650 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 9.79K | — | $824,138 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 8.68K | — | $730,985 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 7.98K | — | $671,810 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 7.61K | — | $641,033 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 6.97K | — | $586,915 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 6.76K | — | $569,190 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.78K | — | $486,705 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 5.19K | — | $437,404 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 5.03K | — | $423,397 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 5.03K | — | $423,397 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.67K | +19.0% | $393,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealthfront Advisers LLC | 2.63K | — | $221,511 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.97K | — | $165,680 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 1.26K | — | $106,291 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.04K | — | $87,341 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 835 | — | $70,327 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 835 | — | $70,327 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 250 | — | $21,084 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 189 | 新增 | $15,918 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 189 | 新增 | $15,918 | 0.0% | New | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 124 | — | $10,430 | 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
| JPMorgan Chase | $15,918 | 0.0% |
| JPMorgan Chase | $15,918 | 0.0% |
已清仓
| Fidelity (FMR) | $158 | 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): 100 持有人, 793.12K 股份, $59.24M 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