证券记录 · 已归档季度
TUA
名称等待档案录入
18被追踪持有人
+1Δ持有人
2.00M持有股份
$43.78M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.9% ·
股份流向 -4.9% ·
净新建仓位 +5.6%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +7 | 2.60M | $53.16M | +7 | n/a |
| Q1 2026 | 13 | -5 | 2.21M | $46.60M | +2 | −7 |
| Q4 2025 | 18 | +1 | 2.00M | $43.78M | +2 | −1 |
| Q3 2025 | 2 | -1 | 118.20K | $2.59M | n/a | −1 |
| Q2 2025 | 2 | 0 | 838.45K | $18.47M | n/a | n/a |
| Q1 2025 | 2 | +1 | 238.58K | $5.24M | +1 | n/a |
| Q4 2024 | 1 | 0 | 579.26K | $12.29M | n/a | n/a |
| Q3 2024 | 1 | 0 | 168.53K | $3.87M | n/a | n/a |
| Q2 2024 | 1 | n/a | 47.77K | $1.02M | 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 | HighTower Advisors, LLC | 920.21K | n/a | $20.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 825.82K | n/a | $18.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 79.47K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 72.13K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 26.38K | n/a | $577,813 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 20.04K | n/a | $438,936 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 19.45K | n/a | $426,039 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 13.80K | 新增 | $302,283 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 9.45K | n/a | $206,987 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Group One Trading Llc | 6.02K | n/a | $131,900 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 3.60K | n/a | $78,917 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 900 | n/a | $19,713 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 634 | n/a | $13,885 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 550 | n/a | $12,047 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 353 | -60.9% | $7,732 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Assetmark, Inc | 58 | n/a | $1,270 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 2 | n/a | $40 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1 | 新增 | $22 | 0.0% | New | 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
| Goldman Sachs Group | $302,283 | 0.0% |
| JPMorgan Chase | $22 | 0.0% |
已清仓
| Citadel Advisors | $2.57M | 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): 81 持有人, 23.55M 股份, $495.51M 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