证券记录 · 已归档季度
PFM
名称等待档案录入
42被追踪持有人
+1Δ持有人
5.37M持有股份
$276.34M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +2.4% ·
股份流向 +2.7% ·
净新建仓位 +2.4%
· 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 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | n/a | $93.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 866.57K | n/a | $44.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 277.78K | n/a | $14.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 206.36K | n/a | $10.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (被动) | 197.45K | 新增 | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 179.17K | n/a | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 100.72K | n/a | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | TD Waterhouse Canada Inc. | 99.66K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 93.54K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 86.97K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 82.56K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 75.41K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 70.84K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Mariner, LLC | 68.96K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 56.83K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 56.79K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 33.40K | -55.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 30.90K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 27.75K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Bank Of Montreal /Can/ | 22.66K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 19.58K | +17.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 17.59K | n/a | $906,056 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 17.24K | n/a | $875,097 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Brown Advisory Inc | 13.88K | n/a | $715,040 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Deutsche Bank Ag\ | 12.91K | n/a | $665,252 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Stifel Financial Corp | 11.66K | n/a | $600,719 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 11.12K | n/a | $572,694 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 10.42K | n/a | $536,524 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 10.29K | n/a | $529,968 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 9.97K | n/a | $522,657 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 8.84K | n/a | $455,199 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Charles Schwab Investment… | 8.19K | n/a | $421,669 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | First Manhattan Co. Llc. | 6.40K | n/a | $329,630 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 5.71K | n/a | $294,121 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 4.33K | 新增 | $223,015 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.87K | n/a | $147,871 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | National Bank Of Canada /Fi/ | 2.59K | n/a | $133,359 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Allspring Global Investments… | 1.60K | n/a | $83,168 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 689 | n/a | $35,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 281 | n/a | $14,473 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 111 | n/a | $5,717 | 0.0% | n/c | 1 | 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
| BlackRock | $10.17M | 0.0% |
| Citadel Advisors | $223,015 | 0.0% |
已清仓
| Goldman Sachs Group | $2.18M | 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): 134 持有人, 7.55M 股份, $382.34M 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: Q4 2025 ·
方法论 ·
通过API获取此数据