证券记录 · 已归档季度
XSW
名称等待档案录入
37被追踪持有人
-1Δ持有人
1.01M持有股份
$189.30M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.6% ·
股份流向 +2.2% ·
净新建仓位 -2.7%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 46 | +4 | 795.17K | $136.55M | +7 | −3 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
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/ | 387.13K | — | $72.45M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 387.13K | — | $72.45M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 185.15K | +115.7% | $34.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 185.15K | +115.7% | $34.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 185.15K | +115.7% | $34.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 185.15K | +115.7% | $34.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 185.15K | +115.7% | $34.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 118.01K | — | $22.08M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 53.66K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 53.66K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 39.05K | — | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 39.05K | — | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 39.05K | — | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 38.18K | — | $7.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 38.18K | — | $7.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 33.22K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 33.22K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 27.61K | — | $5.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 18.66K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 18.63K | -47.7% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 18.63K | -47.7% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 18.63K | -47.7% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 18.63K | -47.7% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 14.63K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 12.84K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 11.42K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 11.42K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 11.42K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 10.30K | +1.6% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 7.37K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 6.12K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 6.12K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 5.21K | — | $989,860 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 3.68K | -40.6% | $688,301 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 3.36K | — | $628,604 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 3.36K | — | $628,604 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 3.33K | — | $622,241 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cetera Investment Advisers | 3.00K | — | $562,183 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 2.24K | — | $419,568 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Focus Partners Wealth | 1.63K | — | $304,853 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.31K | 0.0% | $245,528 | 0.0% | Held | 2 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 1.29K | 0.0% | $241,223 | 0.0% | Held | 7 | SEC ↗ |
| 43 | Citigroup Inc | 1.15K | — | $215,211 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 1.08K | -96.4% | $202,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 1.08K | -96.4% | $202,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 486 | — | $90,950 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 472 | — | $88,330 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 472 | — | $88,330 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 459 | — | $85,897 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 307 | -11.3% | $57,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 200 | — | $37,424 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Blair William & Co/Il | 100 | — | $18,714 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 52 | — | $9,731 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 50 | — | $9,357 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Assetmark, Inc | 43 | — | $8,047 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 25 | — | $4,679 | 0.0% | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Two Sigma Investments | $5.74M | 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): 112 持有人, 1.55M 股份, $215.56M 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