证券记录
PEB-PF
名称等待档案录入
18被追踪持有人
+1Δ持有人
1.97M持有股份
$38.34M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.9% ·
股份流向 -5.0% ·
净新建仓位 +5.6%
— 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 | 18 | +1 | 1.97M | $38.34M | +2 | −1 |
| Q1 2026 | 17 | +2 | 2.07M | $40.12M | +2 | — |
| Q4 2025 | 15 | 0 | 2.11M | $40.24M | — | — |
| Q3 2025 | 4 | 0 | 1.19M | $24.08M | — | — |
| Q2 2025 | 2 | — | 801.40K | $14.03M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 380.07K | +15.2% | $7.34M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | Hotchkis & Wiley Capital Management… | 377.14K | 0.0% | $7.32M | 0.0% | Held | 3 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 360.27K | -10.6% | $7.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Neuberger Berman Group LLC | 248.66K | +16.4% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Nuveen, LLC | 233.57K | +25.9% | $4.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Alliancebernstein L.P. | 160.31K | -1.2% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 79.33K | -58.0% | $1.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 79.33K | -58.0% | $1.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 35.10K | -5.3% | $681,712 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 25.86K | -4.4% | $502,182 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 25.86K | -4.4% | $502,182 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 20.70K | -15.3% | $401,893 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 18.41K | 新增 | $357,464 | 0.0% | New | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 18.41K | 新增 | $357,464 | 0.0% | New | 1 | SEC ↗ |
| 15 | Sei Investments Co | 14.27K | -50.0% | $277,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 9.26K | 0.0% | $179,849 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 9.26K | 0.0% | $179,849 | 0.0% | Held | 3 | SEC ↗ |
| 18 | BROOKFIELD Corp /ON/ | 1.54K | 0.0% | $114,538 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.53K | +76350.0% | $29,702 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.53K | +76350.0% | $29,702 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.53K | +76350.0% | $29,702 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | UBS Group AG | 1.44K | 新增 | $27,965 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 1.31K | 0.0% | $25,479 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 400 | 0.0% | $8,118 | 0.0% | Held | 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
| Truist Financial Corp | $357,464 | 0.0% |
| Truist Financial Corp | $357,464 | 0.0% |
| UBS Group AG | $27,965 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $1.59M | 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): 27 持有人, 4.14M 股份, $73.38M 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