证券记录 · 已归档季度
PGJ
名称等待档案录入
22被追踪持有人
+1Δ持有人
319.41K持有股份
$8.25M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 +4.8% ·
股份流向 -7.1% ·
净新建仓位 +4.5%
· 公式
持有人分散化：持有人数增多，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 Q1 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 70.23K | +15.6% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 42.82K | -14.2% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 32.12K | +21.7% | $829,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bnp Paribas Financial Markets | 30.00K | 0.0% | $775,200 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 29.23K | -4.2% | $755,432 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 18.52K | 新增 | $478,479 | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 16.56K | -15.2% | $427,988 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 15.56K | +9.6% | $402,179 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 11.97K | -32.9% | $309,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citigroup Inc | 11.26K | +8.7% | $290,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 10.42K | -54.6% | $269,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 9.48K | 0.0% | $245,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 8.71K | 0.0% | $225,117 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 4.04K | -85.9% | $105,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 2.40K | +41.9% | $62,091 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.37K | -11.2% | $59,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.07K | -4.1% | $53,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 1.00K | 新增 | $25,840 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 330 | 0.0% | $8,529 | 0.0% | Held | 2 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 170 | 0.0% | $4,393 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 82 | -25.4% | $2,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Blair William & Co/Il | 60 | 0.0% | $1,550 | 0.0% | Held | 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
| Goldman Sachs Group | $478,479 | 0.0% |
| Us Bancorp \De\ | $25,840 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $206,502 | 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): 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: Q1 2026 ·
方法论 ·
通过API获取此数据