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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 4,150,434 | $35.78M | +16,695 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 3,375,769 | $29.10M | -43,415 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,506,507 | $21.61M | -160,833 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,332,156 | $20.10M | +34,251 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,867,900 | $16.10M | -328,826 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,750,956 | $15.09M | -115,106 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 1,147,893 | $9.89M | +15,788 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 873,561 | $7.53M | +18,520 | ↑ INC |
Waterfront Wealth Inc.CIK 0001775210 | 837,658 | $7.22M | +59,268 | ↑ INC |
UBS Group AGCIK 0001610520 | 734,211 | $6.33M | +33,969 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 572,919 | $4.94M | +472 | ↑ INC |
Boothe Investment Group, Inc.CIK 0001749798 | 558,077 | $4.81M | +30,111 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 510,291 | $4.40M | -650 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 403,819 | $3.48M | +131,980 | ↑ INC |
SOL Capital Management COCIK 0001339270 | 381,271 | $3.17M | +381,271 | NEW |
Advisors Asset Management, Inc.CIK 0001297376 | 295,881 | $2.55M | -304,864 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 276,218 | $2.38M | +6,928 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 258,667 | $2.23M | -30,559 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 250,777 | $2.16M | -2,697 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 233,834 | $2.02M | -10,352 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 210,535 | $1.81M | +113,453 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 185,675 | $1.60M | +13,200 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 167,419 | $1.44M | -425,560 | ↓ DEC |
Capital Investment Advisory Services, LLCCIK 0001659203 | 144,511 | $1.25M | +144,511 | NEW |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 144,501 | $1.25M | +113,735 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SOL Capital Management CONEW | +381,271 | $3.17M |
Capital Investment Advisory Services, LLCNEW | +144,511 | $1.25M |
Steward Partners Investment Advisory, LLC↑ INC | +131,980 | $3.48M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +113,735 | $1.25M |
Shaker Financial Services, LLC↑ INC | +113,453 | $1.81M |
Waterfront Wealth Inc.↑ INC | +59,268 | $7.22M |
Kestra Advisory Services, LLC↑ INC | +58,660 | $1.00M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCNEW | +39,893 | $343.88K |
GUGGENHEIM CAPITAL LLC↑ INC | +34,251 | $20.10M |
CENTRAL TRUST Co↑ INC | +34,083 | $310.32K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -425,560 | $1.44M |
Invesco Ltd.↓ DEC | -328,826 | $16.10M |
Advisors Asset Management, Inc.↓ DEC | -304,864 | $2.55M |
WELLS FARGO & COMPANY/MN↓ DEC | -160,833 | $21.61M |
LPL Financial LLC↓ DEC | -115,106 | $15.09M |
Calamos Advisors LLC↓ DEC | -46,952 | $557.93K |
MORGAN STANLEY↓ DEC | -43,415 | $29.10M |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -38,859 | $584.02K |
AMERIPRISE FINANCIAL INC↓ DEC | -30,559 | $2.23M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -25,865 | $632.10K |