证券记录 · 已归档季度
PFL
名称等待档案录入
32被追踪持有人
+3Δ持有人
4.35M持有股份
$34.61M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +10.3% ·
股份流向 +1.5% ·
净新建仓位 +9.4%
— 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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 886.43K | +10.1% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 886.43K | +10.1% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 594.86K | +1.0% | $4.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 594.86K | +1.0% | $4.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 432.73K | +3.1% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 348.67K | +5.2% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 281.19K | +1.9% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 254.10K | +18.5% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 246.96K | +4.9% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 224.18K | -4.5% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 224.18K | -4.5% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 204.41K | -0.4% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 180.61K | -8.7% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Lido Advisors, LLC | 123.88K | +558.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 93.98K | +1.7% | $740,566 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 62.21K | +4.8% | $490,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 62.21K | +4.8% | $490,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 62.21K | +4.8% | $490,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 60.25K | +251.5% | $474,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 60.25K | +251.5% | $474,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 60.13K | -85.4% | $473,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 60.13K | -85.4% | $473,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 52.12K | +36.0% | $410,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 52.12K | +36.0% | $410,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 42.56K | 新增 | $335,404 | 0.0% | New | 1 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 41.66K | +68.1% | $328,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | IMC-Chicago, LLC | 31.93K | 新增 | $251,624 | 0.0% | New | 1 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 19.76K | 0.0% | $155,740 | 0.0% | Held | 5 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 17.94K | -16.2% | $141,367 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 17.11K | 0.0% | $134,508 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 15.18K | +0.6% | $119,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 13.23K | +12.7% | $104,252 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 12.46K | 新增 | $98,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Nomura Holdings Inc | 12.00K | 新增 | $94,560 | 0.0% | New | 1 | SEC ↗ |
| 35 | Barclays Plc | 8.00K | 0.0% | $63,040 | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 3.12K | 新增 | $24,281 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 1.65K | +15.2% | $13,018 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 1.10K | 0.0% | $8,668 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 730 | 0.0% | $5,752 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 178 | 0.0% | $1,405 | 0.0% | Held | 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
| Citadel Advisors | $335,404 | 0.0% |
| IMC-Chicago, LLC | $251,624 | 0.0% |
| Hrt Financial Lp | $98,000 | 0.0% |
| Nomura Holdings Inc | $94,560 | 0.0% |
| JPMorgan Chase | $24,281 | 0.0% |
已清仓
| Mariner, LLC | $91,007 | 曾为 0.0% |
| Jones Financial Companies Lllp | $4,896 | 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): 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: Q2 2026 ·
方法论 ·
通过API获取此数据