证券记录 · 已归档季度
PFL
名称等待档案录入
29被追踪持有人
+3Δ持有人
4.28M持有股份
$34.24M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +11.5% ·
股份流向 +3.3% ·
净新建仓位 +10.3%
· 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 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 805.01K | +11.9% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 589.04K | +6.3% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 419.88K | -15.6% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 411.85K | -1.1% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 331.44K | +4.4% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 275.92K | +7.9% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 235.47K | +16.1% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 234.65K | +0.8% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 214.51K | +23.7% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 205.19K | +0.1% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 197.80K | -21.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 92.41K | +0.4% | $739,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 59.37K | +5.9% | $474,953 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Jane Street Group, Llc | 38.31K | +205.4% | $306,520 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | TD Waterhouse Canada Inc. | 24.79K | 0.0% | $199,519 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 21.41K | +7.0% | $171,248 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 19.76K | 0.0% | $158,112 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Lido Advisors, LLC | 18.82K | 0.0% | $152,052 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 17.14K | +0.1% | $137,120 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | National Bank Of Canada /Fi/ | 17.11K | +48.7% | $136,562 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 15.10K | 0.0% | $120,760 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 11.74K | +2.5% | $93,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 11.38K | -17.9% | $91,007 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Barclays Plc | 8.00K | 新增 | $64,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 1.43K | 0.0% | $11,472 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 1.10K | 0.0% | $8,800 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 730 | 新增 | $5,840 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 635 | 新增 | $4,896 | 0.0% | New | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 178 | -78.6% | $1,426 | 0.0% | ▼ Trim | 2 | 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
| Barclays Plc | $64,000 | 0.0% |
| Fifth Third Bancorp | $5,840 | 0.0% |
| Jones Financial Companies Lllp | $4,896 | 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): 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
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: Q1 2026 ·
方法论 ·
通过API获取此数据