证券记录 · 已归档季度
XMVM
名称等待档案录入
22被追踪持有人
+2Δ持有人
2.37M持有股份
$151.97M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 +10.0% ·
股份流向 -1.0% ·
净新建仓位 +9.1%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 25 | +3 | 2.77M | $196.53M | +5 | −2 |
| Q1 2026 | 22 | 0 | 2.51M | $163.32M | +2 | −2 |
| Q4 2025 | 22 | +2 | 2.37M | $151.97M | +2 | — |
| Q3 2025 | 2 | 0 | 208.62K | $12.86M | — | — |
| Q2 2025 | 1 | -1 | 628 | $34,954 | — | −1 |
| Q1 2025 | 1 | +1 | 9.69K | $511,144 | +1 | — |
| Q3 2024 | 1 | 0 | 4.90K | $271,606 | +1 | −1 |
| Q2 2024 | 1 | — | 18.22K | $940,904 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 562.75K | — | $36.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 559.97K | — | $35.93M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 559.97K | — | $35.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 179.32K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 179.32K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 177.80K | -14.5% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 177.80K | -14.5% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 177.80K | -14.5% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 148.67K | — | $9.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 148.28K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 148.28K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 79.30K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 79.30K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 79.30K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 76.29K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 76.29K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 76.29K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 68.59K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 67.15K | — | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 64.76K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 64.73K | — | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 58.37K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 39.18K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 25.98K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 25.98K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 19.57K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 16.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 5.70K | 新增 | $365,712 | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 3.15K | — | $201,912 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 2.02K | — | $129,798 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 634 | +1.0% | $40,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 53 | 新增 | $3,400 | 0.0% | New | 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
| Two Sigma Investments | $365,712 | 0.0% |
| JPMorgan Chase | $3,400 | 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): 94 持有人, 4.29M 股份, $271.52M 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。
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