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 |
|---|---|---|---|---|
WELLS FARGO & COMPANY/MNCIK 0000072971 | 466,155 | $11.33M | +3,543 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 325,073 | $7.90M | -36,087 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 292,095 | $7.10M | -6,757 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 266,582 | $6.48M | +43,604 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 156,957 | $3.81M | +14,830 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 104,152 | $2.53M | +5,804 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 83,623 | $2.03M | +1,649 | ↑ INC |
Emissary Wealth LLCCIK 0002107252 | 78,643 | $1.91M | -856 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 73,971 | $1.80M | +4,509 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 70,462 | $1.71M | +20,583 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 43,023 | $1.05M | +639 | ↑ INC |
WORLD EQUITY GROUP, INC.CIK 0000878770 | 34,392 | $835.73K | +4,525 | ↑ INC |
Apollon Wealth Management, LLCCIK 0001764387 | 25,623 | $622.64K | +1,671 | ↑ INC |
DAVENPORT & Co LLCCIK 0000887777 | 25,528 | $620.33K | – | no_change |
Gilliland Jeter Wealth Management LLCCIK 0002009886 | 25,149 | $611.11K | +51 | ↑ INC |
MCDONALD PARTNERS LLCCIK 0001331074 | 24,700 | $600.21K | – | no_change |
B. Riley Wealth Advisors, Inc.CIK 0001464811 | 25,221 | $598.75K | +652 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 21,475 | $521.85K | +3,055 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 19,531 | $474.60K | -1,070 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 14,198 | $345.01K | +5,126 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 9,879 | $240.06K | -3,354 | ↓ DEC |
&PARTNERSCIK 0000107136 | 9,624 | $233.87K | +1,424 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 9,299 | $225.97K | -2,643 | ↓ DEC |
UBS Group AGCIK 0001610520 | 5,486 | $133.31K | -6,327 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 3,400 | $82.62K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +43,604 | $6.48M |
OSAIC HOLDINGS, INC.↑ INC | +20,583 | $1.71M |
RAYMOND JAMES FINANCIAL INC↑ INC | +14,830 | $3.81M |
BANK OF AMERICA CORP /DE/↑ INC | +5,804 | $2.53M |
D.A. DAVIDSON & CO.↑ INC | +5,126 | $345.01K |
WORLD EQUITY GROUP, INC.↑ INC | +4,525 | $835.73K |
ROYAL BANK OF CANADA↑ INC | +4,509 | $1.80M |
WELLS FARGO & COMPANY/MN↑ INC | +3,543 | $11.33M |
STIFEL FINANCIAL CORP↑ INC | +3,055 | $521.85K |
Apollon Wealth Management, LLC↑ INC | +1,671 | $622.64K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -36,087 | $7.90M |
LPL Financial LLC↓ DEC | -6,757 | $7.10M |
UBS Group AG↓ DEC | -6,327 | $133.31K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -3,354 | $240.06K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -2,643 | $225.97K |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -1,716 | $25.98K |
Invesco Ltd.↓ DEC | -1,070 | $474.60K |
Emissary Wealth LLC↓ DEC | -856 | $1.91M |
FMR LLC↓ DEC | -4 | $24.00 |