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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9.3%
內部人11.9%
機構家數37
機構 9.3%內部人 11.9%其他流通 78.8%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$6.20M已顯示持有人市值總和
淨持倉變化10 增持 · 4 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
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,197,793$1.46M+1,197,793NEW
BlackRock, Inc.CIK 0002012383
898,321$1.10M+6,156↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
377,212$460.27K+71,472↑ INC
Smith Salley Wealth ManagementCIK 0001482012
367,647$448.53K–no_change
UBS Group AGCIK 0001610520
335,189$408.93K-118,530↓ DEC
Beacon Pointe Advisors, LLCCIK 0001744317
247,458$301.90K+400↑ INC
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218
208,191$253.99K–no_change
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
208,191$253.99K+69,009↑ INC
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
173,939$212.21K-1,250↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
150,062$183.08K+150,062NEW
Sigma Planning CorpCIK 0001449126
132,550$161.71K+70,900↑ INC
STATE STREET CORPCIK 0000093751
125,473$153.08K–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
105,950$129.26K+3,900↑ INC
Spectrum Asset Management, Inc. (NB/CA)CIK 0001632078
94,400$115.17K–no_change
Cannon Financial Strategists, Inc.CIK 0002031123
72,788$88.80K–no_change
MORGAN STANLEYCIK 0000895421
58,599$71.49K-3,033↓ DEC
NORTHERN TRUST CORPCIK 0000073124
58,164$70.96K–no_change
STIFEL FINANCIAL CORPCIK 0000720672
51,000$62.22K–no_change
ADVISORY RESEARCH INCCIK 0000902584
50,000$61.00K–no_change
D'Orazio & Associates, Inc.CIK 0001646821
48,987$59.77K–no_change
Centiva Capital, LPCIK 0001692507
34,706$42.34K+34,706NEW
Activest Wealth ManagementCIK 0001883134
34,160$41.67K+8,660↑ INC
Owls Nest Partners IA, LLCCIK 0001845806
25,046$30.56K+25,046NEW
TRUIST FINANCIAL CORPCIK 0000092230
15,000$18.30K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
13,308$16.24K+13,308NEW

增持最多(買方)

申報機構Δ 持股市值
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,197,793$1.46M
VANGUARD FIDUCIARY TRUST CONEW
+150,062$183.08K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+71,472$460.27K
Sigma Planning Corp↑ INC
+70,900$161.71K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↑ INC
+69,009$253.99K
Centiva Capital, LPNEW
+34,706$42.34K
Owls Nest Partners IA, LLCNEW
+25,046$30.56K
Vanguard Global Advisers, LLCNEW
+13,308$16.24K
CIBC Bancorp USA Inc.NEW
+10,631$12.97K
Activest Wealth Management↑ INC
+8,660$41.67K

減持最多(賣方)

申報機構Δ 持股市值
UBS Group AG↓ DEC
-118,530$408.93K
XTX Topco Ltd↓ DEC
-5,011$14.54K
MORGAN STANLEY↓ DEC
-3,033$71.49K
KESTRA PRIVATE WEALTH SERVICES, LLC↓ DEC
-1,250$212.21K