证券记录 · 已归档季度
XHLF
名称等待档案录入
24被追踪持有人
0Δ持有人
3.05M持有股份
$153.38M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 -3.2% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 864.41K | n/a | $43.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of Montreal /Can/ | 486.56K | n/a | $24.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 434.72K | n/a | $21.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 265.48K | -25.0% | $13.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 200.94K | n/a | $10.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 171.16K | n/a | $8.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 156.70K | n/a | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 156.64K | n/a | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 114.68K | n/a | $5.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 51.53K | -13.8% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 36.82K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 31.59K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 20.55K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 16.01K | n/a | $804,393 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 11.79K | n/a | $592,197 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 9.68K | n/a | $486,263 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 6.51K | n/a | $326,927 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 5.24K | n/a | $263,511 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 4.51K | n/a | $226,580 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 4.14K | n/a | $208,089 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 1.40K | n/a | $70,300 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 921 | n/a | $46,280 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 242 | 新增 | $12,161 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 2 | 0.0% | $101 | 0.0% | Held | 3 | 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
| JPMorgan Chase | $12,161 | 0.0% |
已清仓
| Citadel Advisors | $211,714 | 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): 119 持有人, 23.83M 股份, $1.18B 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