证券记录 · 已归档季度
PBJ
名称等待档案录入
22被追踪持有人
+1Δ持有人
330.99K持有股份
$14.83M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.8% ·
股份流向 -11.1% ·
净新建仓位 +4.5%
· 公式
持有人分散化：持有人数增多，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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 54.52K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 53.65K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 52.75K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 29.51K | -25.4% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 25.38K | -48.3% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 18.36K | n/a | $822,797 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 18.35K | n/a | $822,179 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 17.98K | n/a | $805,420 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 15.47K | n/a | $693,115 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 10.20K | -44.0% | $457,009 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 10.14K | n/a | $454,143 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 6.99K | n/a | $313,550 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 5.98K | n/a | $268,022 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 5.27K | n/a | $236,310 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 3.53K | n/a | $158,248 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 768 | n/a | $34,410 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 473 | n/a | $21,193 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 461 | n/a | $20,655 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 411 | -11.6% | $18,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 300 | n/a | $13,452 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 265 | n/a | $11,890 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 244 | 新增 | $10,932 | 0.0% | New | 1 | 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
| BlackRock | $10,932 | 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): 52 持有人, 565.86K 股份, $27.08M 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