证券记录
PEJ
名称等待档案录入
33被追踪持有人
+2Δ持有人
845.82K持有股份
$56.32M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.5% ·
股份流向 -9.8% ·
净新建仓位 +6.1%
— 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 | 33 | +2 | 845.82K | $56.32M | +3 | −1 |
| Q1 2026 | 32 | -1 | 940.23K | $54.50M | +2 | −3 |
| Q4 2025 | 33 | 0 | 1.03M | $63.20M | — | — |
| Q3 2025 | 4 | 0 | 709.86K | $43.00M | — | — |
| Q2 2025 | 1 | — | 6.58K | $374,653 | — | — |
| Q4 2024 | 2 | 0 | 44.07K | $2.30M | — | — |
| Q3 2024 | 2 | -1 | 52.16K | $2.49M | — | −1 |
| Q2 2024 | 3 | — | 48.18K | $2.19M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 163.22K | +1.2% | $10.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 163.22K | +1.2% | $10.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 163.22K | +1.2% | $10.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 163.22K | +1.2% | $10.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 124.39K | -10.3% | $8.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 108.04K | -45.7% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 108.04K | -45.7% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 85.84K | +1.5% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 85.84K | +1.5% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 85.84K | +1.5% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 70.39K | +75.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 68.45K | -0.8% | $4.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 66.34K | -8.9% | $4.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 66.34K | -8.9% | $4.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 18.05K | +0.7% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 14.51K | -12.2% | $965,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 14.51K | -12.2% | $965,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 14.51K | -12.2% | $965,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 13.14K | -21.9% | $874,958 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 13.13K | -3.1% | $873,933 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 12.26K | -15.8% | $816,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 11.67K | +62.1% | $776,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 11.67K | +62.1% | $776,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 9.18K | -37.0% | $611,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 9.18K | -37.0% | $611,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 9.18K | -37.0% | $611,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 8.64K | -0.8% | $575,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 8.04K | +1.2% | $543,331 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 7.49K | -11.0% | $498,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 7.11K | +0.2% | $473,587 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 6.31K | -0.1% | $419,831 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 6.31K | -0.1% | $419,831 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Citigroup Inc | 6.04K | +5.6% | $402,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 5.79K | -3.1% | $385,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 4.43K | -28.4% | $294,639 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 3.40K | 新增 | $226,415 | 0.0% | New | 1 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 3.20K | -58.4% | $213,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 2.27K | 0.0% | $151,071 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Barclays Plc | 2.16K | 0.0% | $143,791 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 1.10K | 0.0% | $73,227 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 650 | 0.0% | $43,271 | 0.0% | Held | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 316 | 0.0% | $21,289 | 0.0% | Held | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 316 | 0.0% | $21,289 | 0.0% | Held | 4 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 148 | -30.2% | $9,852 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 68 | 0.0% | $4,527 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 50 | 新增 | $3,329 | 0.0% | New | 1 | SEC ↗ |
| 47 | Assetmark, Inc | 8 | 新增 | $533 | 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
| Mml Investors Services, Llc | $226,415 | 0.0% |
| Us Bancorp \De\ | $3,329 | 0.0% |
| Assetmark, Inc | $533 | 0.0% |
已清仓
| Russell Investments Group… | $116 | 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): 79 持有人, 1.56M 股份, $85.25M 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