第一手 SEC EDGAR 13F-HR 機構持倉:依市值排序的前 25 大持有人，以及本季增持 / 減持最多的機構。季度 2026-03-31。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
Wellspring Financial Advisors, LLCCIK 0001811308 | 2,065,764 | $95.42M | +73,491 | ↑ INC |
NEOS Investment Management LLCCIK 0002001019 | 1,973,160 | $91.14M | +410,800 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,183,158 | $54.65M | +188,919 | ↑ INC |
Proficio Capital Partners LLCCIK 0001654175 | 1,054,757 | $48.72M | +430,380 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 875,043 | $40.42M | -34,804 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 671,921 | $31.04M | -26,450 | ↓ DEC |
Mirae Asset Global Investments Co., Ltd.CIK 0001569395 | 636,600 | $29.40M | +65,000 | ↑ INC |
Quadrature Capital LtdCIK 0001651424 | 561,793 | $25.95M | -17,421 | ↓ DEC |
EXCHANGE TRADED CONCEPTS, LLCCIK 0001457320 | 560,842 | $25.91M | -186,516 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 424,552 | $19.61M | -111,317 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 413,544 | $19.10M | +46,482 | ↑ INC |
AUGUSTINE ASSET MANAGEMENT INCCIK 0000778963 | 381,139 | $17.60M | -419 | ↓ DEC |
Sonoma Allocations LLCCIK 0002084965 | 312,076 | $14.49M | -7,366 | ↓ DEC |
COLTON GROOME FINANCIAL ADVISORS, LLCCIK 0001780330 | 307,361 | $14.20M | +24,350 | ↑ INC |
ALERUS FINANCIAL NACIK 0000919458 | 306,513 | $14.16M | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 300,572 | $13.88M | -100,839 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 288,071 | $13.31M | +200,271 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 285,658 | $13.19M | +1,880 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 243,170 | $11.23M | +66,605 | ↑ INC |
China Universal Asset Management Co., Ltd.CIK 0001906594 | 242,000 | $11.18M | +5,000 | ↑ INC |
CLG LLCCIK 0002059872 | 232,957 | $10.76M | -48,159 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 212,530 | $9.82M | +16,344 | ↑ INC |
GoalVest Advisory LLCCIK 0001839307 | 202,375 | $9.35M | -747 | ↓ DEC |
OARSMAN CAPITAL, INC.CIK 0001569667 | 191,704 | $8.85M | -2,385 | ↓ DEC |
Heirloom Wealth ManagementCIK 0001882903 | 178,748 | $8.26M | +102,188 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Virtu Financial LLC↑ INC | +473,672 | $23.31K |
Proficio Capital Partners LLC↑ INC | +430,380 | $48.72M |
NEOS Investment Management LLC↑ INC | +410,800 | $91.14M |
GOLDMAN SACHS GROUP INC↑ INC | +200,271 | $13.31M |
LPL Financial LLC↑ INC | +188,919 | $54.65M |
Stratos Wealth Partners, LTD.NEW | +148,311 | $6.85M |
Heirloom Wealth Management↑ INC | +102,188 | $8.26M |
Wellspring Financial Advisors, LLC↑ INC | +73,491 | $95.42M |
Jump Financial, LLCNEW | +70,052 | $3.24M |
CITADEL ADVISORS LLC↑ INC | +66,605 | $11.23M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
EXCHANGE TRADED CONCEPTS, LLC↓ DEC | -186,516 | $25.91M |
ROYAL BANK OF CANADA↓ DEC | -111,317 | $19.61M |
MOULTON WEALTH MANAGEMENT, INC↓ DEC | -109,703 | $3.47M |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC↓ DEC | -109,182 | $7.96M |
Cetera Investment Advisers↓ DEC | -100,839 | $13.88M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -55,746 | $3.40M |
CLG LLC↓ DEC | -48,159 | $10.76M |
Tandem Financial, LLC↓ DEC | -44,110 | $5.50M |
FOUNDATIONS INVESTMENT ADVISORS, LLC↓ DEC | -43,229 | $3.51M |
RETIREMENT GUYS FORMULA LLC↓ DEC | -35,788 | $2.16M |