证券记录 · 已归档季度
PFL
名称等待档案录入
26被追踪持有人
0Δ持有人
4.14M持有股份
$34.94M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.3% · 净新建仓位 0.0% — 公式
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 4.35M | $34.61M | +5 | −2 |
| Q1 2026 | 29 | +3 | 4.28M | $34.24M | +3 | — |
| Q4 2025 | 26 | 0 | 4.14M | $34.94M | — | — |
| Q3 2025 | 2 | 0 | 518.64K | $4.42M | — | — |
| Q2 2025 | 1 | — | 26.82K | $223,645 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 719.42K | — | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 553.87K | +7.2% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 553.87K | +7.2% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 553.87K | +7.2% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 497.73K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 416.40K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 416.40K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Invesco Ltd. | 317.35K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 255.72K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 252.97K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 232.81K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 232.81K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 204.99K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 202.81K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 173.47K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 92.05K | — | $775,971 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 56.05K | — | $472,525 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 56.05K | — | $472,525 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 56.05K | — | $472,525 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 24.79K | — | $209,681 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 20.00K | — | $168,583 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 19.76K | +923.0% | $166,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 18.82K | — | $161,835 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 17.12K | — | $144,347 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 17.12K | — | $144,347 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 15.10K | — | $127,251 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 13.86K | — | $116,868 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 12.55K | — | $105,771 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 11.51K | — | $97,332 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 11.45K | — | $96,557 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 1.43K | — | $12,089 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 1.10K | — | $9,273 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 833 | — | $7,095 | 0.0% | n/c | 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
| 本季度无新增被追踪买入方。 |
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): 86 持有人, 8.01M 股份, $60.65M 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: Q4 2025 ·
方法论 ·
通过API获取此数据