证券记录
PHK
名称等待档案录入
29被追踪持有人
+2Δ持有人
12.87M持有股份
$59.99M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 +7.4% ·
股份流向 +10.0% ·
净新建仓位 +6.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 29 | +2 | 12.87M | $59.99M | +3 | −1 |
| Q1 2026 | 28 | +3 | 11.73M | $54.32M | +5 | −2 |
| Q4 2025 | 25 | 0 | 11.32M | $55.03M | — | — |
| Q3 2025 | 2 | 0 | 827.05K | $4.13M | — | — |
| Q2 2025 | 1 | -2 | 45.45K | $218,174 | — | −2 |
| Q1 2025 | 2 | 0 | 129.71K | $634,267 | — | — |
| Q4 2024 | 2 | +1 | 174.68K | $848,959 | +1 | — |
| Q3 2024 | 1 | 0 | 140.03K | $700,150 | — | — |
| Q2 2024 | 1 | — | 48.76K | $235,014 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.46M | -0.2% | $11.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.83M | +42.1% | $8.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.83M | +42.1% | $8.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.36M | +9.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.36M | +9.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 1.30M | +4.1% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 986.47K | +6.4% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 922.88K | +8.4% | $4.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 922.88K | +8.4% | $4.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Cetera Investment Advisers | 916.05K | -2.7% | $4.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 350.45K | +88.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 350.45K | +88.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 269.89K | -5.8% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | IMC-Chicago, LLC | 179.41K | 新增 | $836,051 | 0.0% | New | 1 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 178.53K | +3.5% | $831,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 175.21K | -15.2% | $816,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 175.21K | -15.2% | $816,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 135.29K | -2.4% | $630,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 135.29K | -2.4% | $630,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 72.18K | +12.0% | $336,352 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 61.11K | -57.0% | $284,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 61.11K | -57.0% | $284,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 53.02K | +27.9% | $247,075 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 50.04K | -3.0% | $233,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Hrt Financial Lp | 35.21K | +41.0% | $164,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 33.76K | 0.0% | $157,333 | 0.0% | Held | 5 | SEC ↗ |
| 31 | Captrust Financial Advisors | 21.37K | -0.6% | $99,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Creative Planning | 20.14K | 新增 | $93,878 | 0.0% | New | 1 | SEC ↗ |
| 33 | Nomura Holdings Inc | 20.00K | -34.0% | $93,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 14.26K | -44.1% | $66,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Principal Financial Group Inc | 11.28K | 0.0% | $52,555 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 10.24K | -4.3% | $47,729 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2.80K | 新增 | $12,992 | 0.0% | New | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.00K | 0.0% | $9,320 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.50K | 0.0% | $6,990 | 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
| IMC-Chicago, LLC | $836,051 | 0.0% |
| Creative Planning | $93,878 | 0.0% |
| JPMorgan Chase | $12,992 | 0.0% |
已清仓
| Cibc World Market Inc. | $54,310 | 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): 130 持有人, 21.55M 股份, $89.64M 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