证券记录 · 已归档季度
W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
130被追踪持有人
+1Δ持有人
103.48M持有股份
$9.69B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 +0.8% ·
股份流向 +1.9% ·
净新建仓位 +1.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 123 | -5 | 83.82M | $7.74B | +5 | −9 |
| Q1 2026 | 130 | +1 | 97.08M | $7.08B | +10 | −10 |
| Q4 2025 | 130 | +1 | 103.48M | $9.69B | +2 | — |
| Q3 2025 | 22 | -1 | 70.16M | $6.27B | +1 | −3 |
| Q2 2025 | 21 | +3 | 61.41M | $3.14B | +3 | — |
| Q1 2025 | 15 | -1 | 29.47M | $943.81M | +1 | −2 |
| Q4 2024 | 16 | -1 | 31.93M | $1.42B | +1 | −2 |
| Q3 2024 | 16 | +3 | 27.60M | $1.55B | +3 | — |
| Q2 2024 | 13 | — | 27.02M | $1.42B | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Capital World Investors ✦ | 13.46M | +0.6% | $1.35B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 8 | The Vanguard Group ✦ (被动) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | The Vanguard Group ✦ (被动) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | The Vanguard Group ✦ (被动) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | The Vanguard Group ✦ (被动) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | The Vanguard Group ✦ (被动) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | The Vanguard Group ✦ (被动) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 5.41M | +3.5% | $542.95M | 0.8% | ▲ Add | 7 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 37 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 38 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 39 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 40 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 43 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 44 | Arrowstreet Capital ✦ | 2.83M | +0.3% | $283.72M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 45 | State Street Global Advisors ✦ (被动) | 2.29M | +38.2% | $229.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | State Street Global Advisors ✦ (被动) | 2.29M | +38.2% | $229.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | State Street Global Advisors ✦ (被动) | 2.29M | +38.2% | $229.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 51 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 52 | Two Sigma Investments ✦ | 2.04M | +6.6% | $204.44M | 0.3% | ▲ Add | 7 | SEC ↗ |
| 53 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Geode Capital Management ✦ (被动) | 1.90M | +10.8% | $191.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | Geode Capital Management ✦ (被动) | 1.90M | +10.8% | $191.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 70 | Balyasny Asset Management L.P. | 1.61M | — | $161.94M | 0.3% | n/c | 1 | SEC ↗ |
| 71 | Balyasny Asset Management L.P. | 1.61M | — | $161.94M | 0.3% | n/c | 1 | SEC ↗ |
| 72 | Balyasny Asset Management L.P. | 1.61M | — | $161.94M | 0.3% | n/c | 1 | SEC ↗ |
| 73 | Norges Bank ✦ (被动) | 1.17M | 新增 | $117.97M | 0.0% | New | 1 | SEC ↗ |
| 74 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 75 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 76 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 77 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 78 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 80 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 81 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 83 | Charles Schwab Investment… | 1.14M | — | $113.99M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bnp Paribas Financial Markets | 1.02M | — | $101.98M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Bnp Paribas Financial Markets | 1.02M | — | $101.98M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Bnp Paribas Financial Markets | 1.02M | — | $101.98M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Holocene Advisors, LP | 923.04K | — | $92.68M | 0.2% | 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
| Norges Bank | $117.97M | 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): 1 持有人, 13.00K 股份, $12,616 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 12
Conine Steven
Director · 8.72K 股 · $889,674
Aug 12
Conine Steven
Director · 25.25K 股 · $2.60M
Aug 12
Conine Steven
Director · 23.60K 股 · $2.45M
Aug 12
Conine Steven
Director · 11.25K 股 · $1.18M
Aug 12
Conine Steven
Director · 175 股 · $18,448
Aug 12
Shah Niraj
Officer, Director · 9.03K 股 · $920,370
Aug 12
Shah Niraj
Officer, Director · 23.26K 股 · $2.39M
Aug 12
Shah Niraj
Officer, Director · 25.14K 股 · $2.61M
Aug 12
Shah Niraj
Officer, Director · 11.52K 股 · $1.21M
Aug 12
Shah Niraj
Officer, Director · 55 股 · $5,799
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 12
SC 13G/A — Capital World Investors
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