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 |
|---|---|---|---|---|
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 3,567,556 | $78.09M | -22,319 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,292,952 | $28.30M | -52,636 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,163,271 | $25.46M | -695,600 | ↓ DEC |
Bensler, LLCCIK 0001965941 | 1,054,967 | $23.09M | +67,249 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 980,325 | $21.46M | +44,446 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 894,195 | $19.57M | -30,090 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 417,542 | $9.14M | +14,110 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 398,930 | $8.73M | +11,769 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 387,092 | $8.47M | -45,469 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 382,304 | $8.37M | -18,412 | ↓ DEC |
Waterfront Wealth Inc.CIK 0001775210 | 379,693 | $8.31M | -5,623 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 317,230 | $6.94M | +201,551 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 315,928 | $6.92M | -192,608 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 301,196 | $6.59M | +13,182 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 288,965 | $6.33M | -9,815 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 283,991 | $6.22M | +2,703 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 271,458 | $6.09M | -159,493 | ↓ DEC |
INTREPID FAMILY OFFICE LLCCIK 0001596197 | 273,000 | $5.98M | +5,738 | ↑ INC |
ARQ WEALTH ADVISORS, LLCCIK 0001811827 | 225,155 | $4.93M | +16,345 | ↑ INC |
RB Capital Management, LLCCIK 0001695582 | 207,076 | $4.58M | -1,386 | ↓ DEC |
UMB Bank, n.a.CIK 0000933429 | 208,109 | $4.56M | -5,692 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 202,000 | $4.42M | +4,773 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 197,907 | $4.33M | +16,364 | ↑ INC |
FCA CORP /TXCIK 0001166402 | 184,138 | $4.03M | +8,808 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 181,905 | $3.98M | -3,106 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
AMERIPRISE FINANCIAL INC↑ INC | +201,551 | $6.94M |
Walsh & Associates, LLC↑ INC | +75,938 | $1.75M |
Bensler, LLC↑ INC | +67,249 | $23.09M |
Wealthspire Advisors, LLCNEW | +51,221 | $1.12M |
Steward Partners Investment Advisory, LLC↑ INC | +44,806 | $1.17M |
ROYAL BANK OF CANADA↑ INC | +44,446 | $21.46M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +40,145 | $3.43M |
UBS Group AG↑ INC | +38,523 | $2.43M |
Samalin Investment Counsel, LLCNEW | +36,054 | $789.23K |
COHEN & STEERS, INC.↑ INC | +35,000 | $24.55K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -695,600 | $25.46M |
1607 Capital Partners, LLC↓ DEC | -192,608 | $6.92M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -159,493 | $6.09M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -52,636 | $28.30M |
LPL Financial LLC↓ DEC | -45,469 | $8.47M |
Corient Private Wealth LLC↓ DEC | -37,982 | $574.61K |
Generation Capital Management LLC↓ DEC | -30,314 | $297.31K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC | -30,090 | $19.57M |
TWIN FOCUS CAPITAL PARTNERS, LLC↓ DEC | -27,500 | $278.11K |
LAZARD ASSET MANAGEMENT LLC↓ DEC | -22,319 | $78.09M |