证券记录
PAXS
名称等待档案录入
25被追踪持有人
+2Δ持有人
8.41M持有股份
$122.35M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +8.7% ·
股份流向 -0.6% ·
净新建仓位 +8.0%
— 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 Q2 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 | 25 | +2 | 8.41M | $122.35M | +5 | −3 |
| Q1 2026 | 24 | +3 | 8.46M | $121.62M | +4 | −1 |
| Q4 2025 | 21 | 0 | 6.91M | $105.74M | — | — |
| Q3 2025 | 2 | 0 | 1.08M | $17.61M | — | — |
| Q2 2025 | 1 | — | 21.56K | $325,802 | — | — |
| Q4 2024 | 1 | 0 | 26.09K | $397,827 | — | — |
| Q3 2024 | 1 | +1 | 75.28K | $1.25M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.86M | +1.4% | $27.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.86M | +1.4% | $27.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.49M | -0.3% | $21.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.49M | -0.3% | $21.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Cerity Partners LLC | 1.38M | -10.1% | $20.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 1.38M | -10.1% | $20.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.06M | -7.7% | $15.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.06M | -7.7% | $15.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 914.17K | -5.7% | $13.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 638.94K | +51.6% | $9.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 638.94K | +51.6% | $9.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 311.26K | +8.3% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 155.51K | -19.8% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 142.75K | -19.1% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 142.75K | -19.1% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 90.31K | +81.0% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 90.31K | +81.0% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 68.70K | +174.8% | $999,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 67.11K | -2.5% | $976,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 67.11K | -2.5% | $976,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 43.55K | +5.7% | $633,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 27.86K | -1.7% | $405,332 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 25.36K | +11.8% | $368,929 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 23.93K | -5.0% | $348,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | First Trust Advisors Lp | 20.42K | -1.5% | $297,111 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 16.73K | 新增 | $243,392 | 0.0% | New | 1 | SEC ↗ |
| 27 | Hrt Financial Lp | 16.59K | 新增 | $241,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 15.68K | 新增 | $228,173 | 0.0% | New | 1 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 13.13K | 0.0% | $191,071 | 0.0% | Held | 5 | SEC ↗ |
| 30 | Corient Private Wealth LP | 11.58K | -42.1% | $168,489 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Nomura Holdings Inc | 10.00K | 新增 | $145,500 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 283 | +2.2% | $4,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 18 | 新增 | $260 | 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
| Baird Financial Group, Inc. | $243,392 | 0.0% |
| Hrt Financial Lp | $241,000 | 0.0% |
| Citadel Advisors | $228,173 | 0.0% |
| Nomura Holdings Inc | $145,500 | 0.0% |
| JPMorgan Chase | $260 | 0.0% |
已清仓
| Jane Street Group, Llc | $951,449 | 曾为 0.0% |
| Susquehanna International… | $147,083 | 曾为 0.0% |
| Pnc Financial Services Group… | $15,058 | 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): 63 持有人, 12.49M 股份, $144.76M 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: Q2 2026 ·
方法论 ·
通过API获取此数据