证券记录 · 已归档季度
PALC
名称等待档案录入
22被追踪持有人
0Δ持有人
1.25M持有股份
$64.55M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.7% · 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 Q1 2026
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 | 20 | -1 | 1.03M | $61.44M | +2 | −3 |
| Q1 2026 | 22 | 0 | 1.25M | $64.55M | +2 | −2 |
| Q4 2025 | 22 | 0 | 1.23M | $64.12M | — | — |
| Q3 2025 | 5 | +1 | 156.26K | $8.09M | +1 | — |
| Q2 2025 | 1 | -1 | 871 | $43,039 | — | −1 |
| Q1 2025 | 1 | 0 | 35.72K | $1.71M | — | — |
| Q4 2024 | 1 | 0 | 16.25K | $799,985 | — | — |
| Q3 2024 | 1 | 0 | 36.69K | $1.82M | — | — |
| Q2 2024 | 1 | — | 34.19K | $1.66M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 328.83K | -19.1% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 328.83K | -19.1% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 328.83K | -19.1% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 205.69K | -0.1% | $10.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 164.12K | -10.4% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 113.00K | +9.2% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 73.71K | 新增 | $3.82M | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 49.59K | +239.8% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 48.64K | +82.2% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 48.64K | +82.2% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 44.43K | 新增 | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 44.43K | 新增 | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 13 | Creative Planning | 41.76K | -1.7% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 36.97K | +197.5% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 35.40K | +17.8% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 35.40K | +17.8% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 30.71K | -7.2% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 25.62K | -34.0% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 25.62K | -34.0% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 22.12K | -0.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 8.97K | +5.0% | $464,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 8.97K | +5.0% | $464,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 7.81K | -6.4% | $404,739 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 7.05K | +7.8% | $365,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 781 | -5.3% | $40,469 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | UBS Group AG | 500 | -77.1% | $25,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 387 | 0.0% | $20,050 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Cwm, Llc | 368 | -16.6% | $19,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citigroup Inc | 1 | -100.0% | $52 | 0.0% | ▼ Trim | 2 | 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
| Mariner, LLC | $3.82M | 0.0% |
| Susquehanna International… | $2.30M | 0.0% |
| Susquehanna International… | $2.30M | 0.0% |
已清仓
| Commonwealth Equity Services… | $3.99M | 曾为 0.0% |
| Wells Fargo & Company/Mn | $4,022 | 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): 73 持有人, 3.19M 股份, $154.05M 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: Q1 2026 ·
方法论 ·
通过API获取此数据