证券记录
PFFV
名称等待档案录入
22被追踪持有人
+3Δ持有人
3.88M持有股份
$85.49M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +15.8% ·
股份流向 +4.8% ·
净新建仓位 +13.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 22 | +3 | 3.88M | $85.49M | +4 | −1 |
| Q1 2026 | 20 | 0 | 3.71M | $80.97M | +3 | −3 |
| Q4 2025 | 20 | 0 | 3.42M | $76.05M | +1 | −1 |
| Q3 2025 | 3 | 0 | 2.01M | $46.39M | — | — |
| Q2 2025 | 1 | -1 | 78.68K | $1.79M | — | −1 |
| Q1 2025 | 2 | +2 | 57.99K | $1.37M | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.51M | +9.6% | $55.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.51M | +9.6% | $55.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.51M | +9.6% | $55.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 309.67K | +18.3% | $6.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 163.80K | +20.6% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 163.80K | +20.6% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Gotham Asset Management ✦ | 159.16K | +9.3% | $3.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Creative Planning | 136.50K | -5.4% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 131.34K | +0.8% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 104.86K | -46.3% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 99.52K | +3.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 75.18K | +1.5% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 75.18K | +1.5% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 37.58K | -1.3% | $827,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | First Manhattan Co. Llc. | 28.09K | 0.0% | $618,735 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 22.53K | +129.8% | $496,337 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 22.34K | -9.6% | $492,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 18.73K | 新增 | $412,578 | 0.0% | New | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 17.07K | 0.0% | $375,942 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Sei Investments Co | 13.87K | +34.4% | $305,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 10.93K | +4.3% | $240,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 10.93K | +4.3% | $240,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Corient Private Wealth LP | 10.32K | 新增 | $227,372 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 7.29K | +3.0% | $161,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.29K | +3.0% | $161,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 501 | 新增 | $11,077 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 42 | 新增 | $925 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 1 | -100.0% | $22 | 0.0% | ▼ Trim | 3 | 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
| Susquehanna International… | $412,578 | 0.0% |
| Corient Private Wealth LP | $227,372 | 0.0% |
| JPMorgan Chase | $11,077 | 0.0% |
| Fidelity (FMR) | $925 | 0.0% |
已清仓
| Jane Street Group, Llc | $653,496 | 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, 6.44M 股份, $120.58M 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