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83
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$83.33M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
MORGAN STANLEYCIK 0000895421
1,416,041$24.51M+272,730↑ INC
Invesco Ltd.CIK 0000914208
386,971$6.70M+74,996↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
300,954$5.21M+16,602↑ INC
Cypress Capital Management LLC (WY)CIK 0001633896
265,914$4.60M-41,781↓ DEC
UBS Group AGCIK 0001610520
235,655$4.08M+9,704↑ INC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
228,480$3.95M+228,480NEW
Advisors Asset Management, Inc.CIK 0001297376
213,344$3.69M-12,030↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
196,508$3.40M+195,580↑ INC
LPL Financial LLCCIK 0001403438
182,713$3.16M-8,002↓ DEC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
181,116$3.14M+181,116NEW
Navis Wealth Advisors, LLCCIK 0001849055
138,762$2.40M+120,106↑ INC
ROYAL BANK OF CANADACIK 0001000275
138,477$2.40M+18,474↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
128,290$2.22M-702↓ DEC
Z3 Capital Partners, LLCCIK 0002127787
106,681$1.85M+13↑ INC
Moors & Cabot, Inc.CIK 0001607239
92,247$1.60M+7,836↑ INC
Quarry LPCIK 0001965207
89,687$1.55M+89,687NEW
OSAIC HOLDINGS, INC.CIK 0001677044
67,305$1.17M+4,238↑ INC
Cetera Investment AdvisersCIK 0001666741
64,454$1.12M+2,864↑ INC
Carl P. Sherr & Co., LLCCIK 0001818535
60,966$1.06M–no_change
Formidable Asset Management, LLCCIK 0001592613
77,702$1.05M+3,363↑ INC
Logan Stone Capital, LLCCIK 0001535521
55,916$967.91K-8,114↓ DEC
Private Advisor Group, LLCCIK 0001567755
52,635$911.11K+3,246↑ INC
Apollon Wealth Management, LLCCIK 0001764387
52,348$906.14K-1,056↓ DEC
AlphaCore Capital LLCCIK 0001713662
49,871$863.27K+629↑ INC
JANE STREET GROUP, LLCCIK 0001595888
47,655$824.91K+30,938↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+272,730$24.51M
ABSOLUTE INVESTMENT ADVISERS, LLCNEW
+228,480$3.95M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+195,580$3.40M
Thomas J. Herzfeld Advisors, Inc.NEW
+181,116$3.14M
Navis Wealth Advisors, LLC↑ INC
+120,106$2.40M
Quarry LPNEW
+89,687$1.55M
Invesco Ltd.↑ INC
+74,996$6.70M
JANE STREET GROUP, LLC↑ INC
+30,938$824.91K
XTX Topco LtdNEW
+19,255$333.30K
ROYAL BANK OF CANADA↑ INC
+18,474$2.40M

減持最多(賣方)

申報機構Δ 持股市值
TRUIST FINANCIAL CORP↓ DEC
-154,601$217.09K
Cypress Capital Management LLC (WY)↓ DEC
-41,781$4.60M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-19,558$687.05K
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-16,265$182.12K
Summit Financial, LLC↓ DEC
-14,383$690.87K
Advisors Asset Management, Inc.↓ DEC
-12,030$3.69M
Logan Stone Capital, LLC↓ DEC
-8,114$967.91K
LPL Financial LLC↓ DEC
-8,002$3.16M
STIFEL FINANCIAL CORP↓ DEC
-5,973$564.45K
EverSource Wealth Advisors, LLC↓ DEC
-4,720$8.03K