证券记录
PGJ
名称等待档案录入
23被追踪持有人
+1Δ持有人
308.26K持有股份
$6.97M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 -3.5% ·
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 | 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 | — | — |
| Q3 2025 | 2 | -1 | 149.74K | $4.97M | — | −1 |
| Q2 2025 | 2 | 0 | 23.02K | $653,310 | — | — |
| Q1 2025 | 1 | 0 | 17.18K | $508,611 | — | — |
| Q4 2024 | 1 | 0 | 34.28K | $896,686 | +1 | −1 |
| Q3 2024 | 1 | 0 | 20.07K | $565,801 | +1 | −1 |
| Q2 2024 | 1 | — | 12.90K | $287,047 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bnp Paribas Financial Markets | 80.00K | +166.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 40.81K | +27.1% | $920,998 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 38.07K | -45.8% | $859,308 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 37.65K | -12.1% | $849,850 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 18.69K | +56.2% | $421,856 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 17.95K | +15.3% | $405,030 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 15.48K | -16.4% | $349,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 11.13K | +17.3% | $251,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 11.00K | -33.6% | $248,247 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 9.80K | -6.0% | $221,103 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 9.13K | 新增 | $205,996 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 8.71K | 0.0% | $205,764 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 2.75K | +15.8% | $60,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1.65K | -59.1% | $37,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 1.58K | -34.4% | $35,571 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.53K | -26.0% | $34,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 1.00K | 0.0% | $22,570 | 0.0% | Held | 2 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 541 | 新增 | $12,210 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 330 | 0.0% | $7,461 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 200 | 新增 | $6,048 | 0.0% | New | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 170 | 0.0% | $3,828 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 60 | -26.8% | $1,354 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Blair William & Co/Il | 50 | -16.7% | $1,129 | 0.0% | ▼ Trim | 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 | $205,996 | 0.0% |
| BlackRock | $12,210 | 0.0% |
| Bank Of Montreal /Can/ | $6,048 | 0.0% |
已清仓
| Susquehanna International… | $755,432 | 曾为 0.0% |
| Citigroup Inc | $290,962 | 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
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