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總覽財報趨勢法說會期權機構持股內部人公司行動SEC 文件
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機構持股 · 13F

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。

持倉結構

機構持股–
內部人–
機構家數65
機構 –內部人 –其他流通 100.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$40.07M已顯示持有人市值總和
淨持倉變化10 增持 · 10 減持本季變動最大的機構

依市值排序的前幾大持有人

顯示 25 筆
申報機構持股數市值Δ 持股變動
RAYMOND JAMES FINANCIAL INCCIK 0000720005
834,140$9.01M+296,625↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
550,909$5.95M-124,304↓ DEC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
306,456$3.31M+30,078↑ INC
LPL Financial LLCCIK 0001403438
265,138$2.86M+12,149↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
219,100$2.37M+11,526↑ INC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604
187,227$2.06M+45,632↑ INC
ROYAL BANK OF CANADACIK 0001000275
183,901$1.99M+32,424↑ INC
MORGAN STANLEYCIK 0000895421
169,349$1.83M+10,641↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
139,099$1.50M+8,376↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
123,577$1.33M+120,507↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
122,430$1.32M+40,624↑ INC
UBS Group AGCIK 0001610520
116,644$1.26M-13,856↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
75,452$814.88K-22,876↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
69,143$746.74K-5,500↓ DEC
1776 Wealth LLCCIK 0001803140
37,890$409.21K–no_change
AMERIPRISE FINANCIAL INCCIK 0000820027
34,183$369.18K+146↑ INC
CHOREO, LLCCIK 0001679031
33,547$362.31K–no_change
NWF Advisory Services Inc.CIK 0002045735
32,823$354.49K–no_change
OPPENHEIMER & CO INCCIK 0000822581
31,493$340.12K+174↑ INC
HighTower Advisors, LLCCIK 0001462245
31,314$338.19K+31,314NEW
Cetera Investment AdvisersCIK 0001666741
30,268$326.89K+784↑ INC
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482
30,056$324.61K+12,964↑ INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
28,589$312.77K+12,974↑ INC
Kapstone Financial Advisors LLCCIK 0001966087
28,640$309.31K+3,315↑ INC
JANE STREET GROUP, LLCCIK 0001595888
24,727$267.05K+10,759↑ INC

增持最多(買方)

申報機構Δ 持股市值
RAYMOND JAMES FINANCIAL INC↑ INC
+296,625$9.01M
Rockefeller Capital Management L.P.↑ INC
+120,507$1.33M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC
+45,632$2.06M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+40,624$1.32M
ROYAL BANK OF CANADA↑ INC
+32,424$1.99M
HighTower Advisors, LLCNEW
+31,314$338.19K
Hennion & Walsh Asset Management, Inc.↑ INC
+30,078$3.31M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↑ INC
+12,974$312.77K
ECLECTIC ASSOCIATES INC /ADV↑ INC
+12,964$324.61K
LPL Financial LLC↑ INC
+12,149$2.86M

減持最多(賣方)

申報機構Δ 持股市值
BANK OF AMERICA CORP /DE/↓ DEC
-124,304$5.95M
Penserra Capital Management LLC↓ DEC
-55,766$7.33K
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC
-47,928$129.79K
Quarry LP↓ DEC
-29,344$54.08K
GUGGENHEIM CAPITAL LLC↓ DEC
-22,876$814.88K
UBS Group AG↓ DEC
-13,856$1.26M
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-5,500$746.74K
Kovack Advisors, Inc.↓ DEC
-4,678$233.97K
CoreCap Advisors, LLC↓ DEC
-1,758$102.33K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-1,381$160.89K