证券记录 · 已归档季度
PTMN
名称等待档案录入
17被追踪持有人
-3Δ持有人
589.98K持有股份
$4.31M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -15.0% ·
股份流向 +9.6% ·
净新建仓位 -17.6%
— 公式
集中积累 — 持股数量上升但持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -3 | 589.98K | $4.31M | +1 | −4 |
| Q1 2026 | 20 | +1 | 538.17K | $4.06M | +3 | −2 |
| Q4 2025 | 19 | +1 | 930.69K | $11.05M | +1 | — |
| Q3 2025 | 6 | 0 | 198.48K | $2.29M | — | — |
| Q2 2025 | 4 | +1 | 255.15K | $3.19M | +1 | — |
| Q1 2025 | 2 | 0 | 86.53K | $1.24M | — | — |
| Q4 2024 | 2 | 0 | 111.30K | $1.82M | — | — |
| Q3 2024 | 2 | -2 | 85.77K | $1.59M | — | −2 |
| Q2 2024 | 4 | — | 124.88K | $2.45M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 157.91K | +82.0% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Marshall Wace ✦ | 98.88K | +41.9% | $719,840 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Marshall Wace ✦ | 98.88K | +41.9% | $719,840 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Raymond James Financial Inc | 94.50K | -10.4% | $687,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 94.50K | -10.4% | $687,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Legal & General Group Plc | 93.88K | 0.0% | $683,454 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 33.52K | 新增 | $243,989 | 0.0% | New | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 26.78K | -27.7% | $194,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 23.16K | -22.7% | $168,587 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 23.16K | -22.7% | $168,587 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 21.47K | +0.1% | $156,323 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 12.50K | +10.2% | $91,011 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 10.91K | +78.4% | $79,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 10.91K | +78.4% | $79,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 10.91K | +78.4% | $79,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Hrt Financial Lp | 10.05K | -1.6% | $73,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 2.22K | -53.6% | $15,746 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.22K | -53.6% | $15,746 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.47K | -21.4% | $10,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.13K | -69.8% | $8,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.13K | -69.8% | $8,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 875 | -0.1% | $6,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Simplex Trading, Llc | 719 | -68.2% | $5,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 9 | 0.0% | $66 | 0.0% | Held | 5 | 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 | $243,989 | 0.0% |
已清仓
| Two Sigma Investments | $190,587 | 曾为 0.0% |
| Millennium Management | $182,398 | 曾为 0.0% |
| Bnp Paribas Financial Markets | $23,703 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $226 | 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): 50 持有人, 1.65M 股份, $12.18M 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: Q2 2026 ·
方法论 ·
通过API获取此数据