证券记录 · 已归档季度
PGJ
名称等待档案录入
21被追踪持有人
0Δ持有人
343.65K持有股份
$9.91M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 -22.2% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 250 | $5,434 | +1 | −1 |
| Q2 2026 | 23 | +1 | 308.26K | $6.97M | +3 | −2 |
| Q1 2026 | 22 | +1 | 319.41K | $8.25M | +2 | −1 |
| Q4 2025 | 21 | 0 | 343.65K | $9.91M | n/a | n/a |
| Q3 2025 | 2 | -1 | 149.74K | $4.97M | n/a | −1 |
| Q2 2025 | 2 | 0 | 23.02K | $653,310 | n/a | n/a |
| Q1 2025 | 1 | 0 | 17.18K | $508,611 | n/a | n/a |
| Q4 2024 | 1 | 0 | 34.28K | $896,686 | +1 | −1 |
| Q3 2024 | 1 | 0 | 20.07K | $565,801 | +1 | −1 |
| Q2 2024 | 1 | n/a | 12.90K | $287,047 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 60.74K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 49.90K | -66.3% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 30.52K | n/a | $879,260 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bnp Paribas Financial Markets | 30.00K | n/a | $864,393 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 28.68K | n/a | $826,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 26.39K | n/a | $760,380 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 22.95K | n/a | $661,212 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 19.52K | n/a | $562,430 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Mml Investors Services, Llc | 17.84K | n/a | $514,055 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 14.20K | n/a | $409,070 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Citigroup Inc | 10.36K | n/a | $298,592 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 9.48K | n/a | $273,270 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 8.71K | n/a | $260,983 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 7.17K | n/a | $206,502 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 2.67K | n/a | $77,021 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.16K | n/a | $62,167 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 1.69K | -1.3% | $48,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 330 | n/a | $9,508 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 170 | n/a | $4,894 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 110 | n/a | $3,169 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Blair William & Co/Il | 60 | n/a | $1,729 | 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
| 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): 37 持有人, 550.64K 股份, $12.30M 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