证券记录 · 已归档季度
PBW
名称等待档案录入
42被追踪持有人
+2Δ持有人
6.49M持有股份
$198.34M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 +5.0% ·
股份流向 +30.0% ·
净新建仓位 +4.8%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 13.78K | $389,819 | n/a | −1 |
| Q2 2026 | 42 | +2 | 4.03M | $157.05M | +4 | −3 |
| Q1 2026 | 41 | -1 | 3.83M | $121.03M | +3 | −4 |
| Q4 2025 | 42 | +2 | 6.49M | $198.34M | +2 | n/a |
| Q3 2025 | 7 | +2 | 1.43M | $41.37M | +2 | n/a |
| Q2 2025 | 2 | n/a | 6.63K | $132,119 | n/a | n/a |
| Q4 2024 | 2 | +1 | 71.50K | $1.43M | +1 | n/a |
| Q3 2024 | 1 | -1 | 77.62K | $1.55M | n/a | −1 |
| Q2 2024 | 2 | n/a | 154.73K | $3.12M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.30M | +36.0% | $39.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | HighTower Advisors, LLC | 818.05K | n/a | $24.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citigroup Inc | 523.71K | n/a | $15.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 471.80K | +78.9% | $14.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 458.56K | +244.2% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Millennium Management ✦ | 382.19K | +514.5% | $11.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 372.80K | n/a | $11.39M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Qube Research & Technologies Ltd | 360.74K | n/a | $11.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 320.12K | n/a | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 304.63K | 新增 | $9.30M | 0.0% | New | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 295.21K | n/a | $9.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 144.74K | n/a | $4.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Susquehanna International Group, Llp | 131.16K | n/a | $4.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 116.13K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Stifel Financial Corp | 93.81K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Hrt Financial Lp | 50.82K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 42.73K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 40.21K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 36.64K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 31.25K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 27.32K | n/a | $834,424 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | UBS Group AG | 25.25K | n/a | $771,257 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Wealthfront Advisers LLC | 21.20K | n/a | $647,570 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 21.07K | n/a | $643,593 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 17.11K | n/a | $522,471 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 16.97K | n/a | $518,162 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cibc World Market Inc. | 15.69K | n/a | $479,142 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 14.39K | 新增 | $439,501 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 9.55K | n/a | $291,779 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 8.50K | n/a | $259,685 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 4.41K | -31.2% | $134,620 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.96K | n/a | $90,425 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.70K | n/a | $51,852 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.52K | -78.8% | $46,299 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Pnc Financial Services Group, Inc. | 1.15K | n/a | $35,029 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | National Bank Of Canada /Fi/ | 1.04K | n/a | $31,864 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Barclays Plc | 644 | n/a | $19,668 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Fidelity (FMR) ✦ | 566 | +71.5% | $17,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Kayne Anderson Rudnick Investment… | 125 | n/a | $3,822 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 84 | n/a | $2,569 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 36 | n/a | $1,099 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Assetmark, Inc | 1 | n/a | $31 | 0.0% | n/c | 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
| D. E. Shaw & Co. | $9.30M | 0.0% |
| Citadel Advisors | $439,501 | 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): 143 持有人, 5.01M 股份, $155.84M 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