证券记录
PXQ
名称等待档案录入
18被追踪持有人
-1Δ持有人
375.97K持有股份
$79.30M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 -5.3% ·
股份流向 +12.6% ·
净新建仓位 -5.6%
— 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 | 18 | -1 | 375.97K | $79.30M | +2 | −3 |
| Q1 2026 | 19 | +2 | 333.84K | $46.26M | +4 | −2 |
| Q4 2025 | 17 | +1 | 368.04K | $49.31M | +1 | — |
| Q3 2025 | 2 | -1 | 10.09K | $1.28M | — | −1 |
| Q2 2025 | 1 | -1 | 1 | $117 | — | −1 |
| Q1 2025 | 1 | +1 | 3.45K | $347,087 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 164.94K | -0.4% | $34.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 46.46K | +84.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 46.46K | +84.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 46.27K | +170.5% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 44.25K | -3.2% | $9.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Truist Financial Corp | 23.51K | +0.7% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 14.78K | -0.7% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 11.07K | -18.6% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 8.11K | -40.7% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 6.38K | -3.8% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 4.31K | 新增 | $909,949 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 1.56K | 0.0% | $328,839 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.43K | +38.5% | $301,202 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.43K | +38.5% | $301,202 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 950 | 新增 | $200,384 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 802 | +686.3% | $165,749 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 802 | +686.3% | $165,749 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Assetmark, Inc | 544 | 0.0% | $114,746 | 0.0% | Held | 3 | SEC ↗ |
| 19 | UBS Group AG | 401 | +3.6% | $84,583 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 401 | +3.6% | $84,583 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 209 | 0.0% | $44,084 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $16 | 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
| Quantinno Capital Management… | $909,949 | 0.0% |
| Focus Partners Wealth | $200,384 | 0.0% |
已清仓
| Susquehanna International… | $576,143 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $3,603 | 曾为 0.0% |
| Fidelity (FMR) | $3,464 | 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): 41 持有人, 386.12K 股份, $52.68M 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