证券记录 · 已归档季度
XJH
名称等待档案录入
31被追踪持有人
0Δ持有人
2.45M持有股份
$109.49M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 0.0% · 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/ | 612.94K | n/a | $27.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 571.21K | n/a | $25.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 397.48K | n/a | $17.75M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 337.19K | n/a | $15.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Franklin Resources Inc | 95.82K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 53.47K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 45.56K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 41.81K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Northwestern Mutual Wealth… | 38.15K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 33.18K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 30.82K | 0.0% | $1.38M | 0.0% | Held | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 28.39K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 25.87K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 22.79K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 19.92K | n/a | $889,294 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 17.40K | n/a | $810,335 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 16.25K | n/a | $725,473 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 15.64K | n/a | $698,237 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 14.93K | n/a | $666,788 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 12.67K | n/a | $565,902 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 6.64K | n/a | $296,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 6.48K | n/a | $289,464 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.97K | +0.4% | $88,072 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 1.81K | n/a | $80,817 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 867 | n/a | $38,712 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 848 | -12.8% | $37,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 579 | n/a | $25,852 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 508 | -16.2% | $22,699 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Deutsche Bank Ag\ | 250 | n/a | $11,163 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 30 | n/a | $1,340 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 27 | n/a | $1,206 | 0.0% | n/c | 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
| 本季度无新增被追踪买入方。 |
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): 177 持有人, 5.46M 股份, $245.49M 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