证券记录 · 已归档季度
TPHD
名称等待档案录入
23被追踪持有人
0Δ持有人
1.14M持有股份
$43.91M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 -1.1% · 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 | 22 | -1 | 1.05M | $44.31M | +1 | −2 |
| Q1 2026 | 24 | +1 | 1.09M | $45.16M | +2 | −1 |
| Q4 2025 | 23 | 0 | 1.14M | $43.91M | +1 | −1 |
| Q3 2025 | 4 | +1 | 60.16K | $2.37M | +1 | — |
| Q2 2025 | 1 | -1 | 361 | $13,644 | — | −1 |
| Q1 2025 | 1 | 0 | 12.03K | $452,644 | — | — |
| Q4 2024 | 1 | +1 | 18.96K | $689,264 | +1 | — |
| Q2 2024 | 1 | — | 16.76K | $586,354 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 491.09K | — | $18.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 157.02K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 118.74K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 63.62K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 63.62K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 61.88K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 58.27K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 46.34K | -5.2% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 29.04K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 21.31K | — | $820,920 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 21.31K | — | $820,920 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 19.66K | — | $757,461 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 18.26K | — | $703,574 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 16.87K | — | $650,108 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 16.87K | — | $650,108 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 16.87K | — | $650,108 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 13.83K | — | $532,744 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 7.12K | — | $279,247 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 5.23K | — | $201,477 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 4.82K | — | $185,698 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 4.55K | — | $176,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.04K | — | $40,071 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 554 | +53.5% | $21,364 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 234 | 新增 | $9,016 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 116 | — | $4,469 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1 | 0.0% | $49 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | — | $13 | 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 | $9,016 | 0.0% |
已清仓
| Citadel Advisors | $428,283 | 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): 92 持有人, 3.73M 股份, $147.43M 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
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