证券记录 · 已归档季度
SHYD
名称等待档案录入
30被追踪持有人
+2Δ持有人
7.22M持有股份
$165.51M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 -1.0% ·
净新建仓位 +6.7%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | 18.90K | $415,739 | n/a | n/a |
| Q2 2026 | 31 | 0 | 7.98M | $182.64M | n/a | n/a |
| Q1 2026 | 32 | +1 | 7.54M | $170.77M | +2 | −1 |
| Q4 2025 | 30 | +2 | 7.22M | $165.51M | +2 | n/a |
| Q3 2025 | 4 | 0 | 1.02M | $23.32M | n/a | n/a |
| Q2 2025 | 2 | n/a | 179 | $4,044 | n/a | n/a |
| Q4 2024 | 1 | 0 | 49.18K | $1.11M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.74K | $221,338 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.24K | $318,459 | 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 | Mercer Global Advisors Inc /Adv | 1.83M | n/a | $41.99M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.48M | n/a | $34.02M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 842.22K | -15.6% | $19.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 776.55K | n/a | $17.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 335.34K | n/a | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 285.31K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 226.79K | n/a | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 185.44K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 180.24K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 177.89K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 144.62K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 137.70K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 125.19K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Jones Financial Companies Lllp | 90.52K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 81.05K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 78.05K | 新增 | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 42.28K | n/a | $968,755 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 42.20K | n/a | $967,741 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 30.52K | n/a | $699,305 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 25.75K | n/a | $589,882 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 22.84K | n/a | $523,355 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 22.61K | n/a | $517,890 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 11.92K | n/a | $273,110 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 9.73K | 新增 | $222,937 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 9.00K | n/a | $206,190 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 8.91K | -54.4% | $204,174 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 7.18K | +988.0% | $164,507 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cwm, Llc | 4.05K | n/a | $93,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 1.29K | n/a | $29,554 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 1.15K | +753.3% | $26,392 | 0.0% | ▲ Add | 3 | 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 | $1.79M | 0.0% |
| Citadel Advisors | $222,937 | 0.0% |
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): 144 持有人, 11.11M 股份, $250.43M 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