证券记录 · 已归档季度
XJR
名称等待档案录入
22被追踪持有人
0Δ持有人
313.74K持有股份
$13.36M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 | Focus Partners Wealth | 92.15K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 55.78K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 54.18K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 16.38K | n/a | $697,588 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cerity Partners LLC | 13.50K | n/a | $574,830 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 11.38K | 0.0% | $484,560 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Mariner, LLC | 11.36K | n/a | $483,858 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 10.64K | n/a | $452,923 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 9.63K | n/a | $409,833 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 7.37K | n/a | $313,717 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 6.90K | n/a | $293,717 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 6.36K | n/a | $270,844 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 4.86K | n/a | $207,080 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Brown Advisory Inc | 4.83K | n/a | $205,534 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 3.83K | n/a | $162,953 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Blair William & Co/Il | 2.42K | n/a | $102,958 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.13K | n/a | $48,115 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 492 | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 294 | 0.0% | $12,539 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 86 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 85 | n/a | $3,619 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 75 | -20.2% | $3,176 | 0.0% | ▼ Trim | 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
| 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): 95 持有人, 1.14M 股份, $49.40M 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