证券记录 · 已归档季度
PJP
名称等待档案录入
40被追踪持有人
+6Δ持有人
1.07M持有股份
$111.16M报告持仓市值
+8新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +17.6% ·
股份流向 +30.0% ·
净新建仓位 +15.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 7.78K | $941,060 | n/a | n/a |
| Q2 2026 | 37 | -1 | 483.08K | $57.29M | +4 | −6 |
| Q1 2026 | 40 | +6 | 1.07M | $111.16M | +8 | −2 |
| Q4 2025 | 33 | -1 | 319.35K | $33.38M | +1 | −2 |
| Q3 2025 | 5 | +1 | 68.92K | $6.37M | +1 | n/a |
| Q2 2025 | 1 | -2 | 899 | $71,767 | n/a | −2 |
| Q1 2025 | 2 | +2 | 9.25K | $800,908 | +2 | n/a |
| Q3 2024 | 1 | 0 | 13.71K | $1.19M | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.16K | $588,181 | 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 | Morgan Stanley ✦ | 268.50K | +618.8% | $27.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | HighTower Advisors, LLC | 224.12K | +8142.6% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 79.11K | +33.3% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 74.46K | +234.0% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 62.38K | +479.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 54.77K | +45.0% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 47.71K | +284.8% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 43.65K | +16.7% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Truist Financial Corp | 28.34K | 新增 | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 27.53K | 新增 | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 27.16K | +47.1% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 24.50K | 新增 | $2.54M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 20.46K | +250.7% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 19.79K | +27.5% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 10.30K | -4.1% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 8.80K | +113.1% | $913,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 7.28K | -1.1% | $750,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 6.56K | +4.8% | $654,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 5.75K | 新增 | $596,441 | 0.0% | New | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 4.69K | -15.3% | $486,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 3.47K | -1.1% | $360,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | IMC-Chicago, LLC | 3.07K | 新增 | $318,439 | 0.0% | New | 1 | SEC ↗ |
| 23 | Creative Planning | 2.78K | +9.0% | $288,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mariner, LLC | 2.57K | -20.8% | $266,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 2.53K | 0.0% | $262,928 | 0.0% | Held | 2 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 2.20K | n/a | $228,272 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 2.19K | 新增 | $227,546 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.02K | -43.3% | $209,676 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.32K | 0.0% | $137,482 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.23K | +0.2% | $127,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.00K | 0.0% | $101,105 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 569 | -8.1% | $59,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 347 | 新增 | $36,005 | 0.0% | New | 1 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 230 | -93.8% | $23,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cwm, Llc | 135 | 0.0% | $14,008 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 60 | 0.0% | $6,226 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 52 | -5.5% | $5,396 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 50 | 0.0% | $5,188 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 25 | 新增 | $2,594 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 24 | 0.0% | $2,491 | 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
| Truist Financial Corp | $2.94M | 0.0% |
| Mml Investors Services, Llc | $2.86M | 0.0% |
| Two Sigma Investments | $2.54M | 0.0% |
| Stifel Financial Corp | $596,441 | 0.0% |
| IMC-Chicago, LLC | $318,439 | 0.0% |
| Quantinno Capital Management… | $227,546 | 0.0% |
| Fifth Third Bancorp | $36,005 | 0.0% |
| Russell Investments Group… | $2,594 | 0.0% |
已清仓
| Mirae Asset Global… | $166,741 | 曾为 0.0% |
| Citigroup Inc | $24,567 | 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): 118 持有人, 1.46M 股份, $149.12M 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