证券记录
PML
名称等待档案录入
38被追踪持有人
0Δ持有人
13.26M持有股份
$100.92M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +6.6% · 净新建仓位 -2.6% — 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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.86M | +9.5% | $14.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Toronto Dominion Bank | 1.61M | -3.9% | $12.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.37M | -1.5% | $10.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Allspring Global Investments… | 1.14M | +29.7% | $8.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.08M | +30.5% | $8.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 924.06K | +17.1% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 620.02K | +3.8% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 558.89K | +3.2% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 552.38K | +17.3% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 492.00K | -14.6% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Truist Financial Corp | 337.95K | +84.8% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 336.27K | -40.3% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 311.41K | +1.1% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 260.83K | +13.3% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Raymond James Financial Inc | 254.97K | +4.2% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 235.79K | 0.0% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 214.40K | -0.7% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 169.48K | +0.3% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 152.42K | -1.8% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 119.93K | +113.7% | $912,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 95.11K | +12.4% | $723,749 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 81.62K | -5.0% | $621,144 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Mariner, LLC | 68.62K | +374.8% | $522,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 66.24K | +15.5% | $504,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 60.17K | +39.9% | $457,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 57.06K | 0.0% | $434,249 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 46.48K | +8.1% | $353,720 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 36.02K | +20.0% | $274,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 25.54K | 新增 | $194,321 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 20.92K | +6.5% | $159,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Nomura Holdings Inc | 20.00K | -20.0% | $152,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 16.15K | -33.8% | $122,894 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Hrt Financial Lp | 15.25K | +9.3% | $116,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 14.87K | -0.1% | $113,184 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Mercer Global Advisors Inc /Adv | 13.07K | 新增 | $99,493 | 0.0% | New | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 5.70K | 0.0% | $43,377 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 1.11K | -30.8% | $8,462 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1 | -100.0% | $8 | 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 | $194,321 | 0.0% |
| Mercer Global Advisors Inc… | $99,493 | 0.0% |
已清仓
| Sei Investments Co | $662,780 | 曾为 0.0% |
| HighTower Advisors, LLC | $394,203 | 曾为 0.0% |
| Assetmark, Inc | $7,858 | 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
Aug 26
SC 13D/A — BANK OF AMERICA CORP /DE/
79.5% 占股份类别 · 查看 SEC 原始申报文件 ↗
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