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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 9,764,921 | $89.93M | -861,141 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 3,041,063 | $28.01M | +188,131 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,067,835 | $9.83M | -240,331 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 999,833 | $9.21M | +62,431 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 995,658 | $9.17M | +324,451 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 971,408 | $8.95M | -1,112,673 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 710,621 | $6.54M | +50,259 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 588,528 | $5.42M | +94,334 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 507,797 | $4.68M | -137,617 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 502,972 | $4.63M | +34,151 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 439,873 | $4.16M | +96,517 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 447,870 | $4.12M | +354,436 | ↑ INC |
Waterfront Wealth Inc.CIK 0001775210 | 406,035 | $3.74M | +18,364 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 373,966 | $3.44M | -24,353 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 313,382 | $2.89M | -8,752 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 284,034 | $2.62M | +24,272 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 271,153 | $2.50M | +42,204 | ↑ INC |
DCF Advisers, LLCCIK 0001802493 | 266,000 | $2.45M | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 224,464 | $2.09M | -115,920 | ↓ DEC |
UBS Group AGCIK 0001610520 | 225,534 | $2.08M | -4,919 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 203,818 | $1.88M | -184 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 203,714 | $1.88M | +10,767 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 193,666 | $1.78M | -17,183 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 174,456 | $1.59M | -5,448 | ↓ DEC |
Aviance Capital Partners, LLCCIK 0001542383 | 130,747 | $1.20M | +378 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +354,436 | $4.12M |
RAYMOND JAMES FINANCIAL INC↑ INC | +324,451 | $9.17M |
WELLS FARGO & COMPANY/MN↑ INC | +188,131 | $28.01M |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC | +96,517 | $4.16M |
Cetera Investment Advisers↑ INC | +94,334 | $5.42M |
DIVERSIFY WEALTH MANAGEMENT, LLCNEW | +77,910 | $784.56K |
GUGGENHEIM CAPITAL LLC↑ INC | +62,431 | $9.21M |
Advisors Asset Management, Inc.↑ INC | +50,259 | $6.54M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +49,670 | $613.15K |
OPPENHEIMER & CO INC↑ INC | +42,204 | $2.50M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Allspring Global Investments Holdings, LLC↓ DEC | -1,112,673 | $8.95M |
MORGAN STANLEY↓ DEC | -861,141 | $89.93M |
WNY Asset Management, LLC↓ DEC | -631,260 | $257.05K |
LPL Financial LLC↓ DEC | -240,331 | $9.83M |
BANK OF AMERICA CORP /DE/↓ DEC | -137,617 | $4.68M |
AMERIPRISE FINANCIAL INC↓ DEC | -115,920 | $2.09M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC | -47,020 | $548.42K |
ROYAL BANK OF CANADA↓ DEC | -24,353 | $3.44M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -22,958 | $713.32K |
Closed-End Fund Advisors, Inc.↓ DEC | -18,473 | $618.17K |