证券记录 · 已归档季度
PWZ
名称等待档案录入
36被追踪持有人
+3Δ持有人
25.16M持有股份
$616.63M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +3.8% ·
净新建仓位 +8.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 36 | +3 | 25.16M | $616.63M | +4 | −1 |
| Q1 2026 | 33 | -1 | 24.25M | $578.79M | +3 | −4 |
| Q4 2025 | 33 | -1 | 25.19M | $608.60M | — | −1 |
| Q3 2025 | 7 | +1 | 1.81M | $43.34M | +1 | — |
| Q2 2025 | 3 | 0 | 147.60K | $3.45M | — | — |
| Q1 2025 | 2 | 0 | 92.34K | $2.20M | — | — |
| Q4 2024 | 2 | +1 | 45.33K | $1.12M | +1 | — |
| Q3 2024 | 1 | 0 | 26.00K | $652,080 | — | — |
| Q2 2024 | 1 | — | 26.00K | $641,420 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 17.48M | +0.4% | $428.51M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 3.48M | +18.3% | $85.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.22M | +15.4% | $29.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.22M | +15.4% | $29.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 682.96K | +7.8% | $16.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 625.77K | +6.4% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 625.77K | +6.4% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 297.67K | +35.6% | $7.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 297.67K | +35.6% | $7.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 183.52K | -21.7% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 183.52K | -21.7% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 145.79K | +17.7% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 123.37K | +2.7% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 110.87K | +19.5% | $2.72M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | UBS Group AG | 83.03K | +0.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 83.03K | +0.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 72.80K | -16.0% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 71.63K | +2.5% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 71.63K | +2.5% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 63.11K | +5.5% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 60.94K | -5.8% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 58.07K | 新增 | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 46.33K | +31.2% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 45.55K | +22.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 40.28K | +100.0% | $987,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 37.69K | +7.5% | $923,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 35.20K | -22.2% | $862,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 35.20K | -22.2% | $862,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 25.69K | +12.3% | $629,765 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 25.69K | +12.3% | $629,765 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 24.29K | +21.3% | $595,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 23.00K | -83.6% | $563,755 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fisher Asset Management ✦ | 22.46K | -2.8% | $550,530 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 34 | Creative Planning | 20.64K | -18.9% | $505,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 18.29K | +16.9% | $448,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Stifel Financial Corp | 18.09K | +58.8% | $443,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 18.09K | +58.8% | $443,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 14.04K | -0.3% | $344,096 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 9.73K | 新增 | $238,458 | 0.0% | New | 1 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 9.24K | 0.0% | $226,448 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 8.48K | +0.7% | $207,874 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Simplex Trading, Llc | 1.45K | -8.6% | $35,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 348 | 新增 | $8,529 | 0.0% | New | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 284 | 新增 | $6,961 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 267 | -90.5% | $6,544 | 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 | $1.42M | 0.0% |
| Corient Private Wealth LP | $238,458 | 0.0% |
| Qube Research & Technologies… | $8,529 | 0.0% |
| Northwestern Mutual Wealth… | $6,961 | 0.0% |
已清仓
| Bank Of Montreal /Can/ | $6,063 | 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): 126 持有人, 33.41M 股份, $795.70M 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