证券记录 · 已归档季度
PML
名称等待档案录入
39被追踪持有人
0Δ持有人
12.49M持有股份
$94.52M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +15.8% · 净新建仓位 0.0% — 公式
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 13.36M | $101.66M | +2 | −2 |
| Q1 2026 | 39 | 0 | 12.49M | $94.52M | +4 | −4 |
| Q4 2025 | 39 | 0 | 10.79M | $81.46M | — | — |
| Q3 2025 | 1 | — | 1.99M | $15.74M | — | — |
| Q1 2025 | 1 | 0 | 11.84K | $95,936 | — | — |
| Q4 2024 | 1 | +1 | 14.13K | $114,336 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.70M | -2.0% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.70M | -2.0% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Toronto Dominion Bank | 1.68M | 新增 | $12.69M | 0.0% | New | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.40M | -1.0% | $10.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.40M | -1.0% | $10.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Allspring Global Investments… | 880.65K | 0.0% | $6.67M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 830.28K | +155.6% | $6.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 789.36K | +18.5% | $5.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 597.59K | +3.6% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 576.05K | +29.1% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 563.27K | +17.8% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 541.29K | +0.6% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 470.76K | +16.1% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 308.10K | +8.8% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 244.67K | -2.4% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 244.67K | -2.4% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 235.79K | +1.0% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 230.27K | -20.2% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 230.27K | -20.2% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 230.27K | -20.2% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 215.85K | +10.3% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 182.82K | +5.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 182.82K | +5.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 168.94K | -23.2% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 155.26K | +16.0% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Sei Investments Co | 87.55K | +5.0% | $662,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 85.90K | +7.1% | $650,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 85.90K | +7.1% | $650,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 84.62K | -75.7% | $640,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 84.62K | -75.7% | $640,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 57.35K | -63.8% | $434,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Nuveen, LLC | 57.06K | +3.6% | $431,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 56.12K | +1.2% | $424,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 52.08K | -9.6% | $394,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 43.02K | -15.6% | $325,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 43.01K | 新增 | $325,616 | 0.0% | New | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 30.02K | -12.7% | $227,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Nomura Holdings Inc | 25.00K | +18.5% | $189,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 24.38K | -48.0% | $184,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 24.38K | -48.0% | $184,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 19.64K | 新增 | $148,665 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 14.89K | -0.6% | $112,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Cerity Partners LLC | 14.89K | -0.6% | $112,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mariner, LLC | 14.45K | -6.3% | $109,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Hrt Financial Lp | 13.95K | 新增 | $105,000 | 0.0% | New | 1 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 5.77K | +2452.2% | $43,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 5.77K | +2452.2% | $43,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 5.70K | 0.0% | $43,149 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 1.61K | +38.1% | $12,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 1.04K | 0.0% | $7,858 | 0.0% | Held | 2 | 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
| Toronto Dominion Bank | $12.69M | 0.0% |
| Baird Financial Group, Inc. | $325,616 | 0.0% |
| Fifth Third Bancorp | $148,665 | 0.0% |
| Hrt Financial Lp | $105,000 | 0.0% |
已清仓
| Balyasny Asset Management L.P. | $3.60M | 曾为 0.0% |
| Northern Trust Corp | $174,709 | 曾为 0.0% |
| Pnc Financial Services Group… | $105,122 | 曾为 0.0% |
| Cwm, Llc | $7,000 | 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): 154 持有人, 40.33M 股份, $294.26M 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。
公开市场买入 (P)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 股 @ 7.45 · $745
公开市场卖出 (S)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 股 · $736
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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