证券记录 · 已归档季度
PNI
名称等待档案录入
20被追踪持有人
+20Δ持有人
1.00M持有股份
$6.88M报告持仓市值
+20新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 n/a ·
股份流向 n/a ·
净新建仓位 +20.0%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 157.87K | 新增 | $1.08M | 0.0% | New | 1 | SEC ↗ ×2 |
| 2 | Bank of New York Mellon Corp | 154.90K | 新增 | $1.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Toronto Dominion Bank | 99.04K | 新增 | $678,410 | 0.0% | New | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 98.76K | 新增 | $676,500 | 0.0% | New | 1 | SEC ↗ |
| 5 | Lido Advisors, LLC | 97.69K | 新增 | $672,065 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 89.56K | 新增 | $613,479 | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 63.56K | 新增 | $435,379 | 0.0% | New | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 61.13K | 新增 | $418,768 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 48.56K | 新增 | $332,618 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 28.12K | 新增 | $192,595 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 27.31K | 新增 | $187,080 | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 14.74K | 新增 | $100,993 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 14.50K | 新增 | $99,318 | 0.0% | New | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 12.23K | 新增 | $83,748 | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 11.68K | 新增 | $80,037 | 0.0% | New | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 10.43K | 新增 | $71,425 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 9.54K | 新增 | $65,329 | 0.0% | New | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 3.34K | 新增 | $22,893 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.00K | 新增 | $7,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 新增 | $5 | 0.0% | New | 1 | 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
| Morgan Stanley | $1.08M | 0.0% |
| Bank of New York Mellon Corp | $1.06M | 0.0% |
| Toronto Dominion Bank | $678,410 | 0.0% |
| Commonwealth Equity Services… | $676,500 | 0.0% |
| Lido Advisors, LLC | $672,065 | 0.0% |
| Bank Of America Corp /De/ | $613,479 | 0.0% |
| Raymond James Financial Inc | $435,379 | 0.0% |
| Baird Financial Group, Inc. | $418,768 | 0.0% |
| Cetera Investment Advisers | $332,618 | 0.0% |
| Mml Investors Services, Llc | $192,595 | 0.0% |
| UBS Group AG | $187,080 | 0.0% |
| LPL Financial LLC | $100,993 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 57 持有人, 7.73M 股份, $52.84M 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。
公开市场买入 (P)
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 12.17K 股 @ 6.33 · $77,085
公开市场卖出 (S)
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 200 股 · $1,254
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 83 股 · $520
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 200 股 · $1,254
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 127 股 · $796
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 100 股 · $627
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 300 股 · $1,881
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 299 股 · $1,875
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 200 股 · $1,254
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 200 股 · $1,254
Oct 21
BANK OF AMERICA CORP /DE/
10% owner · 37 股 · $232
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/
100.0% 占股份类别 · 查看 SEC 原始申报文件 ↗
Aug 25
SC 13G/A: JPMorgan Chase Bank, N.A.
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