证券记录 · 已归档季度
USMF
名称等待档案录入
20被追踪持有人
-1Δ持有人
3.40M持有股份
$175.12M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 -1.9% ·
净新建仓位 -5.0%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | 742.70K | $40.27M | +2 | −2 |
| Q1 2026 | 23 | +3 | 2.92M | $143.93M | +3 | n/a |
| Q4 2025 | 20 | -1 | 3.40M | $175.12M | n/a | −1 |
| Q3 2025 | 5 | +1 | 168.90K | $8.83M | +1 | n/a |
| Q2 2025 | 2 | 0 | 23.24K | $1.19M | n/a | n/a |
| Q1 2025 | 1 | 0 | 4.83K | $239,813 | n/a | n/a |
| Q4 2024 | 1 | +1 | 23.59K | $1.17M | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.51K | $432,230 | 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 | 1.35M | n/a | $69.29M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Lido Advisors, LLC | 763.59K | n/a | $39.91M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 318.80K | n/a | $16.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 265.38K | n/a | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 207.98K | n/a | $10.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 107.64K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 89.98K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 72.30K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 38.54K | -53.2% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 35.90K | +20.5% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cwm, Llc | 31.15K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 29.75K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 27.02K | -35.2% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 18.23K | n/a | $934,367 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 15.64K | n/a | $801,860 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 11.94K | n/a | $612,112 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 9.25K | n/a | $478,792 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 4.88K | n/a | $249,892 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.08K | n/a | $55,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 443 | +254.4% | $22,708 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"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
| Citadel Advisors | $782,221 | 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): 74 持有人, 5.49M 股份, $266.78M 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