证券记录 · 已归档季度
PFM
名称等待档案录入
46被追踪持有人
+2Δ持有人
5.23M持有股份
$289.95M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 -1.1% ·
净新建仓位 +4.3%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 46 | +2 | 5.23M | $289.95M | +3 | −1 |
| Q1 2026 | 45 | +3 | 5.29M | $269.95M | +4 | −1 |
| Q4 2025 | 42 | +1 | 5.37M | $276.34M | +2 | −1 |
| Q3 2025 | 4 | 0 | 859.11K | $43.59M | — | — |
| Q2 2025 | 1 | -1 | 16.11K | $775,809 | — | −1 |
| Q1 2025 | 1 | +1 | 16.22K | $742,735 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | -1.8% | $100.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 910.25K | -1.0% | $50.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 910.25K | -1.0% | $50.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 231.53K | +11.0% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 225.10K | +3.7% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 225.10K | +3.7% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 99.58K | -0.7% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 85.97K | -0.8% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 85.29K | -6.6% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 77.04K | -7.6% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 75.67K | -3.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 75.53K | -6.8% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 75.53K | -6.8% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 56.78K | +0.7% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 33.05K | +31.1% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 23.18K | -3.3% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 22.98K | +5.5% | $1.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Lido Advisors, LLC | 17.24K | 0.0% | $956,165 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 15.15K | +58.2% | $840,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 14.71K | -78.3% | $815,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 14.71K | -78.3% | $815,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 12.15K | 0.0% | $673,716 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 12.04K | +0.2% | $667,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 11.68K | -34.7% | $647,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Stifel Financial Corp | 11.29K | -3.8% | $626,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Captrust Financial Advisors | 10.30K | 0.0% | $571,458 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Creative Planning | 10.29K | -4.3% | $570,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Allspring Global Investments… | 9.85K | +75.9% | $548,941 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 9.24K | +6.2% | $512,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 7.37K | -11.9% | $408,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | First Manhattan Co. Llc. | 6.40K | 0.0% | $354,908 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Charles Schwab Investment… | 5.81K | -9.1% | $322,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 5.65K | 0.0% | $313,262 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 4.15K | -3.4% | $232,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Hrt Financial Lp | 4.14K | 新增 | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 59 | BlackRock ✦ (被动) | 3.98K | 0.0% | $220,574 | 0.0% | Held | 3 | SEC ↗ |
| 60 | BlackRock ✦ (被动) | 3.98K | 0.0% | $220,574 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $159,209 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $159,209 | 0.0% | Held | 3 | SEC ↗ |
| 63 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $143,567 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Blair William & Co/Il | 2.34K | 新增 | $129,930 | 0.0% | New | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 1.11K | 0.0% | $61,610 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Citigroup Inc | 1.02K | 新增 | $56,563 | 0.0% | New | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 547 | 0.0% | $30,334 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 173 | 0.0% | $9,594 | 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
| Hrt Financial Lp | $229,000 | 0.0% |
| Blair William & Co/Il | $129,930 | 0.0% |
| Citigroup Inc | $56,563 | 0.0% |
已清仓
| Mariner, LLC | $3.58M | 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
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