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证券记录 · 已归档季度

PSK

名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
39被追踪持有人
+2Δ持有人
7.63M持有股份
$235.16M报告持仓市值
+4新建仓位
−2清仓
Stable 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +5.4% · 股份流向 -7.9% · 净新建仓位 +5.1%公式
持股分散化 — 持有人增多,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
Q2 2026 36 -2 7.66M $233.75M +3 −5
Q1 2026 39 +2 7.63M $235.16M +4 −2
Q4 2025 37 -1 8.28M $262.78M −1
Q3 2025 5 0 1.34M $44.26M
Q2 2025 3 +2 57.74K $1.83M +2
Q4 2024 1 +1 5.19K $171,284 +1
持有人数量
持有人 · Q1 2026
#管理人股份Δ股份价值其权重持有
1 Wells Fargo & Company/Mn 1.38M +3.7% $42.52M 0.0% ▲ Add 2 SEC ↗
2 Wells Fargo & Company/Mn 1.38M +3.7% $42.52M 0.0% ▲ Add 2 SEC ↗
3 Wells Fargo & Company/Mn 1.38M +3.7% $42.52M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 1.07M -0.5% $32.86M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 1.07M -0.5% $32.86M 0.0% ▼ Trim 3 SEC ↗
6 Royal Bank Of Canada 892.92K -0.9% $27.54M 0.0% ▼ Trim 2 SEC ↗
7 Royal Bank Of Canada 892.92K -0.9% $27.54M 0.0% ▼ Trim 2 SEC ↗
8 Royal Bank Of Canada 892.92K -0.9% $27.54M 0.0% ▼ Trim 2 SEC ↗
9 Royal Bank Of Canada 892.92K -0.9% $27.54M 0.0% ▼ Trim 2 SEC ↗
10 Royal Bank Of Canada 892.92K -0.9% $27.54M 0.0% ▼ Trim 2 SEC ↗
11 Bank of New York Mellon Corp 853.02K -19.8% $26.31M 0.0% ▼ Trim 2 SEC ↗
12 Bank of New York Mellon Corp 853.02K -19.8% $26.31M 0.0% ▼ Trim 2 SEC ↗
13 Bank of New York Mellon Corp 853.02K -19.8% $26.31M 0.0% ▼ Trim 2 SEC ↗
14 Envestnet Asset Management Inc 601.51K +2.9% $18.55M 0.0% ▲ Add 2 SEC ↗
15 LPL Financial LLC 444.46K -6.8% $13.71M 0.0% ▼ Trim 2 SEC ↗
16 Raymond James Financial Inc 398.82K -33.8% $12.30M 0.0% ▼ Trim 2 SEC ↗
17 Raymond James Financial Inc 398.82K -33.8% $12.30M 0.0% ▼ Trim 2 SEC ↗
18 Lido Advisors, LLC 270.23K -3.8% $8.33M 0.0% ▼ Trim 2 SEC ↗
19 Lido Advisors, LLC 270.23K -3.8% $8.33M 0.0% ▼ Trim 2 SEC ↗
20 Lido Advisors, LLC 270.23K -3.8% $8.33M 0.0% ▼ Trim 2 SEC ↗
21 Bank Of America Corp /De/ 259.44K +14.4% $8.00M 0.0% ▲ Add 2 SEC ↗
22 Bank Of America Corp /De/ 259.44K +14.4% $8.00M 0.0% ▲ Add 2 SEC ↗
23 UBS Group AG 256.72K -60.5% $7.92M 0.0% ▼ Trim 2 SEC ↗
24 UBS Group AG 256.72K -60.5% $7.92M 0.0% ▼ Trim 2 SEC ↗
25 UBS Group AG 256.72K -60.5% $7.92M 0.0% ▼ Trim 2 SEC ↗
26 Cetera Investment Advisers 214.76K +90.6% $6.62M 0.0% ▲ Add 2 SEC ↗
27 Truist Financial Corp 172.38K -3.4% $5.32M 0.0% ▼ Trim 2 SEC ↗
28 Pnc Financial Services Group, Inc. 112.90K +4.3% $3.48M 0.0% ▲ Add 2 SEC ↗
29 Charles Schwab Investment… 98.28K -6.5% $3.03M 0.0% ▼ Trim 2 SEC ↗
30 Wealth Enhancement Advisory… 86.20K -0.4% $2.66M 0.0% ▼ Trim 2 SEC ↗
31 Ameriprise Financial Inc 80.32K -2.9% $2.48M 0.0% ▼ Trim 2 SEC ↗
32 Susquehanna International Group, Llp 70.13K +60.6% $2.16M 0.0% ▲ Add 2 SEC ↗
33 Susquehanna International Group, Llp 70.13K +60.6% $2.16M 0.0% ▲ Add 2 SEC ↗
34 Deutsche Bank Ag\ 48.27K +56.2% $1.49M 0.0% ▲ Add 2 SEC ↗
35 Deutsche Bank Ag\ 48.27K +56.2% $1.49M 0.0% ▲ Add 2 SEC ↗
36 Deutsche Bank Ag\ 48.27K +56.2% $1.49M 0.0% ▲ Add 2 SEC ↗
37 Rockefeller Capital Management L.P. 45.31K -1.3% $1.40M 0.0% ▼ Trim 2 SEC ↗
38 Osaic Holdings, Inc. 40.09K -8.8% $1.24M 0.0% ▼ Trim 2 SEC ↗
39 Osaic Holdings, Inc. 40.09K -8.8% $1.24M 0.0% ▼ Trim 2 SEC ↗
40 Bank Of Montreal /Can/ 39.51K -2.1% $1.22M 0.0% ▼ Trim 2 SEC ↗
41 Bank Of Montreal /Can/ 39.51K -2.1% $1.22M 0.0% ▼ Trim 2 SEC ↗
42 JPMorgan Chase 37.06K +20.6% $1.14M 0.0% ▲ Add 3 SEC ↗
43 Mariner, LLC 22.21K -30.5% $684,879 0.0% ▼ Trim 2 SEC ↗
44 Mariner, LLC 22.21K -30.5% $684,879 0.0% ▼ Trim 2 SEC ↗
45 Cwm, Llc 17.04K +185.0% $525,474 0.0% ▲ Add 2 SEC ↗
46 Mml Investors Services, Llc 16.92K -3.9% $521,947 0.0% ▼ Trim 2 SEC ↗
47 Us Bancorp \De\ 14.53K +7.5% $448,199 0.0% ▲ Add 2 SEC ↗
48 Us Bancorp \De\ 14.53K +7.5% $448,199 0.0% ▲ Add 2 SEC ↗
49 Fifth Third Bancorp 14.42K 新增 $444,836 0.0% New 1 SEC ↗
50 Mercer Global Advisors Inc /Adv 9.70K +18.9% $299,009 0.0% ▲ Add 2 SEC ↗
51 Cerity Partners LLC 8.89K 新增 $274,198 0.0% New 1 SEC ↗
52 Creative Planning 8.57K +2.2% $264,298 0.0% ▲ Add 2 SEC ↗
53 Jones Financial Companies Lllp 8.41K -5.5% $259,688 0.0% ▼ Trim 2 SEC ↗
54 Northwestern Mutual Wealth… 8.01K +4.8% $247,015 0.0% ▲ Add 2 SEC ↗
55 Gotham Asset Management 7.73K 0.0% $238,455 0.0% Held 4 SEC ↗
56 Commonwealth Equity Services, Llc 7.64K -32.1% $235,530 0.0% ▼ Trim 2 SEC ↗
57 Citadel Advisors 7.00K -82.7% $216,034 0.0% ▼ Trim 4 SEC ↗
58 HighTower Advisors, LLC 6.61K 新增 $203,729 0.0% New 1 SEC ↗
59 National Bank Of Canada /Fi/ 450 0.0% $13,878 0.0% Held 2 SEC ↗
60 Citigroup Inc 300 0.0% $9,252 0.0% Held 2 SEC ↗
61 Bnp Paribas Financial Markets 15 新增 $463 0.0% New 1 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

Fifth Third Bancorp $444,836 0.0%
Cerity Partners LLC $274,198 0.0%
HighTower Advisors, LLC $203,729 0.0%
Bnp Paribas Financial Markets $463 0.0%

已清仓

Hrt Financial Lp $411,000 曾为 0.0%
Jane Street Group, Llc $229,499 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): 158 持有人, 12.18M 股份, $364.41M 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。

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