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PCM Fund

名稱 持股 交易金額 股數
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持股
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First Foundation Advisors
1
First Foundation Advisors
California
US$755萬 -US$19.9萬 -18,695 -3%
Advisor Group
2
Advisor Group
Arizona
US$284萬 -US$1.36萬 -1,275 -0.5%
Horizon Kinetics
3
Horizon Kinetics
New York
US$240萬 -US$5.72萬 -5,373 -2%
Bank of America
4
Bank of America
North Carolina
US$115萬 +US$96.3萬 +90,458 +776%
Morgan Stanley
5
Morgan Stanley
New York
US$64.7萬 -US$3.82萬 -3,586 -6%
Bessemer Group
6
Bessemer Group
New Jersey
US$64萬 – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
US$56.2萬 +US$6,167 +579 +1%
Guggenheim Capital
8
Guggenheim Capital
Illinois
US$50.6萬 -US$7.97萬 -7,488 -14%
Ladenburg Thalmann Financial Services
9
Ladenburg Thalmann Financial Services
Florida
US$40.1萬 -US$21.6萬 -20,315 -36%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
US$17.8萬 – – –
Raymond James & Associates
11
Raymond James & Associates
Florida
US$17.7萬 – – –
Wells Fargo
12
Wells Fargo
California
US$14.4萬 +US$3.2萬 +3,000 +31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
US$6.4萬 +US$6.07萬 +5,700 新
UBS Group
14
UBS Group
Switzerland
US$4.8萬 -US$4.23萬 -3,971 -48%
North Star Investment Management
15
North Star Investment Management
Illinois
US$3.9萬 – – –
IFP Advisors
16
IFP Advisors
Florida
US$3.6萬 +US$2.47萬 +2,316 +257%
Citigroup
17
Citigroup
New York
US$1.6萬 +US$1.5萬 +1,405 新
Creative Planning
18
Creative Planning
Kansas
US$1.5萬 +US$1.38萬 +1,300 新
Next Financial Group
19
Next Financial Group
Texas
US$7,000 – – –
Tradewinds Capital Management
20
Tradewinds Capital Management
Washington
US$5,000 +US$4,846 +455 新
WealthPLAN Partners
21
WealthPLAN Partners
Nebraska
– -US$1.03萬 -1,000 已平倉