证券记录 · 已归档季度
SPHB
名称等待档案录入
40被追踪持有人
0Δ持有人
2.53M持有股份
$295.35M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 -15.6% · 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 | 2.45K | $373,286 | n/a | n/a |
| Q2 2026 | 39 | +2 | 2.66M | $413.75M | +4 | −3 |
| Q1 2026 | 39 | -1 | 2.13M | $247.26M | +5 | −6 |
| Q4 2025 | 40 | 0 | 2.53M | $295.35M | n/a | n/a |
| Q3 2025 | 7 | 0 | 1.52M | $167.22M | n/a | n/a |
| Q2 2025 | 4 | 0 | 128.44K | $12.53M | n/a | n/a |
| Q1 2025 | 3 | 0 | 79.47K | $6.22M | n/a | n/a |
| Q4 2024 | 3 | +1 | 44.69K | $3.96M | +1 | n/a |
| Q3 2024 | 2 | -1 | 48.24K | $4.30M | n/a | −1 |
| Q2 2024 | 3 | n/a | 119.97K | $10.13M | 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 | Goldman Sachs Group ✦ | 710.00K | -21.3% | $83.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 381.65K | n/a | $44.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 221.84K | n/a | $25.95M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 205.87K | -48.7% | $24.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Ameriprise Financial Inc | 190.75K | n/a | $22.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bnp Paribas Financial Markets | 110.43K | n/a | $12.92M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 103.98K | n/a | $12.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Royal Bank Of Canada | 83.27K | n/a | $9.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Citadel Advisors ✦ | 82.82K | -18.6% | $9.69M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | UBS Group AG | 71.51K | n/a | $8.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 67.58K | n/a | $7.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 50.01K | -46.5% | $5.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 30.11K | n/a | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 27.41K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 23.75K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 22.79K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 21.59K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 21.15K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 17.11K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 15.20K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 14.93K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 13.50K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mariner, LLC | 8.56K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 5.00K | n/a | $585,317 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 3.86K | n/a | $450,975 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 3.80K | -78.9% | $444,486 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Captrust Financial Advisors | 3.10K | n/a | $363,090 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 2.71K | n/a | $316,404 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 2.67K | -39.2% | $312,076 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 2.13K | n/a | $249,815 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 1.82K | n/a | $213,022 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.65K | +26.1% | $192,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 840 | n/a | $98,283 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | TD Waterhouse Canada Inc. | 796 | n/a | $93,052 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 568 | n/a | $66,439 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 137 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 102 | n/a | $11,931 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Group One Trading Llc | 100 | n/a | $11,697 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 24 | n/a | $2,806 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 8 | n/a | $936 | 0.0% | n/c | 1 | 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): 134 持有人, 3.26M 股份, $353.36M 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