Stockfacts
應用場景文件定價
登入免費註冊
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
Stockfacts

給投資人與 AI agent 的美股 EOD 資料庫

資料為 EOD 非即時,非投資建議

應用場景Dashboard

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132
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$243.37M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
WELLS FARGO & COMPANY/MNCIK 0000072971
3,956,642$47.68M-144,609↓ DEC
MORGAN STANLEYCIK 0000895421
3,755,015$45.25M-237,492↓ DEC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
2,943,798$35.47M-12,089↓ DEC
180 WEALTH ADVISORS, LLCCIK 0001730817
1,080,074$13.01M+74,976↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
795,204$9.58M+95,977↑ INC
ROYAL BANK OF CANADACIK 0001000275
790,271$9.52M+27,724↑ INC
LPL Financial LLCCIK 0001403438
760,939$9.17M+40,233↑ INC
Invesco Ltd.CIK 0000914208
752,608$9.07M-145,252↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
739,951$8.90M-21,067↓ DEC
Allspring Global Investments Holdings, LLCCIK 0001890906
661,046$7.97M-293,065↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
517,765$6.24M-49,956↓ DEC
TTP Investments, Inc.CIK 0001682576
487,460$5.87M+487,460NEW
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
460,069$5.54M-388↓ DEC
Intellectus Partners, LLCCIK 0001677253
323,238$3.90M-41,037↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
309,532$3.73M-1,132↓ DEC
OPPENHEIMER & CO INCCIK 0000822581
284,489$3.43M+175,188↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
229,355$2.76M+141,949↑ INC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
216,752$2.61M+216,752NEW
OSAIC HOLDINGS, INC.CIK 0001677044
213,401$2.57M-17,708↓ DEC
UBS Group AGCIK 0001610520
209,517$2.52M-45,350↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
205,083$2.47M+159,489↑ INC
Kestra Advisory Services, LLCCIK 0001830819
143,666$1.73M+132,168↑ INC
Creative PlanningCIK 0001540235
129,119$1.56M+3,829↑ INC
44 WEALTH MANAGEMENT LLCCIK 0001831187
120,337$1.45M-2,013↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
113,132$1.36M+16,635↑ INC

增持最多(買方)

申報機構Δ 持股市值
TTP Investments, Inc.NEW
+487,460$5.87M
Thomas J. Herzfeld Advisors, Inc.NEW
+216,752$2.61M
OPPENHEIMER & CO INC↑ INC
+175,188$3.43M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+159,489$2.47M
Steward Partners Investment Advisory, LLC↑ INC
+141,949$2.76M
Kestra Advisory Services, LLC↑ INC
+132,168$1.73M
RAYMOND JAMES FINANCIAL INC↑ INC
+95,977$9.58M
180 WEALTH ADVISORS, LLC↑ INC
+74,976$13.01M
Navis Wealth Advisors, LLCNEW
+40,683$490.23K
LPL Financial LLC↑ INC
+40,233$9.17M

減持最多(賣方)

申報機構Δ 持股市值
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC
-297,928$485.17K
Allspring Global Investments Holdings, LLC↓ DEC
-293,065$7.97M
MORGAN STANLEY↓ DEC
-237,492$45.25M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-233,506$30.51K
Invesco Ltd.↓ DEC
-145,252$9.07M
WELLS FARGO & COMPANY/MN↓ DEC
-144,609$47.68M
Stolper Co↓ DEC
-51,405$683.00
BANK OF AMERICA CORP /DE/↓ DEC
-49,956$6.24M
UBS Group AG↓ DEC
-45,350$2.52M
Intellectus Partners, LLC↓ DEC
-41,037$3.90M