证券记录 · 已归档季度
PJUL
名称等待档案录入
34被追踪持有人
+2Δ持有人
7.73M持有股份
$356.43M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -10.5% ·
净新建仓位 +5.9%
· 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 | 2 | 0 | 434.65K | $20.44M | n/a | n/a |
| Q2 2026 | 28 | -5 | 7.91M | $375.80M | +1 | −6 |
| Q1 2026 | 34 | +2 | 7.73M | $356.43M | +4 | −2 |
| Q4 2025 | 32 | +1 | 8.63M | $400.95M | +1 | n/a |
| Q3 2025 | 2 | n/a | 1.45K | $66,165 | n/a | n/a |
| Q1 2025 | 2 | +1 | 20.82K | $836,716 | +1 | n/a |
| Q4 2024 | 1 | 0 | 14.60K | $601,206 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.60K | $591,128 | +1 | −1 |
| Q2 2024 | 1 | n/a | 9.03K | $350,660 | 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 | Alliancebernstein L.P. | 3.16M | -3.3% | $146.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 699.93K | -2.8% | $32.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Blair William & Co/Il | 610.63K | -3.7% | $28.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 456.10K | +11.1% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 404.48K | -6.4% | $18.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 341.00K | -1.6% | $15.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 322.13K | -28.3% | $14.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Focus Partners Wealth | 320.83K | -12.4% | $14.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 272.67K | -14.1% | $12.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 269.84K | -13.3% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cwm, Llc | 249.50K | -10.0% | $11.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 147.23K | -23.9% | $6.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 146.53K | -2.8% | $6.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 79.17K | -85.3% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 44.77K | +288.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 36.65K | -4.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 23.64K | -2.8% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 21.09K | 0.0% | $969,638 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Creative Planning | 18.32K | 新增 | $842,332 | 0.0% | New | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 16.81K | 0.0% | $772,584 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 16.79K | -34.5% | $771,932 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 15.04K | +7.9% | $691,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 12.21K | 0.0% | $561,269 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Neuberger Berman Group LLC | 10.16K | 0.0% | $466,938 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 9.27K | -50.0% | $426,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Hrt Financial Lp | 7.63K | 新增 | $350,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 6.54K | +0.4% | $300,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.83K | 新增 | $222,023 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.12K | -7.5% | $96,024 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Barclays Plc | 600 | -46.3% | $27,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 583 | 0.0% | $26,799 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 551 | 0.0% | $25,328 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 299 | 新增 | $13,744 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 35 | 0.0% | $1,609 | 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
| Creative Planning | $842,332 | 0.0% |
| Hrt Financial Lp | $350,000 | 0.0% |
| AQR Capital Management | $222,023 | 0.0% |
| Northwestern Mutual Wealth… | $13,744 | 0.0% |
已清仓
| Mariner, LLC | $541,745 | 曾为 0.0% |
| UBS Group AG | $54,741 | 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): 266 持有人, 16.82M 股份, $681.59M 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