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 | 4,167,836 | $52.47M | -425,393 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,026,887 | $12.93M | +45,191 | ↑ INC |
UBS Group AGCIK 0001610520 | 639,223 | $8.05M | -58,219 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 628,518 | $7.91M | -86,675 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 325,899 | $4.10M | +7,221 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 302,904 | $3.81M | +19,185 | ↑ INC |
Venture Visionary Partners LLCCIK 0001792283 | 300,917 | $3.79M | +33,125 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 255,348 | $3.21M | -52,856 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 181,162 | $2.28M | +5,191 | ↑ INC |
Blue Zone Wealth Advisors, LLCCIK 0001803106 | 173,341 | $2.18M | -99,355 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 165,533 | $2.08M | +8,353 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 157,680 | $1.99M | -387 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 150,596 | $1.90M | +11,866 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 146,436 | $1.84M | -7,017 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 136,131 | $1.71M | -25,607 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 135,137 | $1.70M | +712 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 120,088 | $1.65M | – | no_change |
Jefferies Financial Group Inc.CIK 0000096223 | 129,403 | $1.63M | -121 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 123,773 | $1.56M | -17,826 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 112,763 | $1.42M | +60,189 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 94,077 | $1.18M | +69,443 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 70,045 | $881.87K | +467 | ↑ INC |
Peregrine Asset Advisers, Inc.CIK 0001535227 | 58,520 | $736.77K | – | no_change |
Smith Asset Management Co., LLCCIK 0002068217 | 55,065 | $693.27K | +571 | ↑ INC |
WEALTH ALLIANCE, LLCCIK 0001793904 | 53,908 | $678.70K | +2,050 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +69,443 | $1.18M |
Shaker Financial Services, LLC↑ INC | +60,189 | $1.42M |
WELLS FARGO & COMPANY/MN↑ INC | +45,191 | $12.93M |
XTX Topco LtdNEW | +34,021 | $428.32K |
Venture Visionary Partners LLC↑ INC | +33,125 | $3.79M |
SIT INVESTMENT ASSOCIATES INCNEW | +25,000 | $315.00 |
CENTRAL TRUST Co↑ INC | +20,300 | $289.57K |
RAYMOND JAMES FINANCIAL INC↑ INC | +19,185 | $3.81M |
Marin Bay Wealth Advisors, LLCNEW | +16,200 | $203.96K |
FIFTH THIRD BANCORPNEW | +14,056 | $176.97K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -425,393 | $52.47M |
Blue Zone Wealth Advisors, LLC↓ DEC | -99,355 | $2.18M |
GUGGENHEIM CAPITAL LLC↓ DEC | -86,675 | $7.91M |
UBS Group AG↓ DEC | -58,219 | $8.05M |
BANK OF AMERICA CORP /DE/↓ DEC | -52,856 | $3.21M |
NBC SECURITIES, INC.↓ DEC | -43,202 | $450.58K |
LPL Financial LLC↓ DEC | -25,607 | $1.71M |
Capital Investment Advisors, LLC↓ DEC | -17,826 | $1.56M |
Fiera Capital Corp↓ DEC | -7,017 | $1.84M |
Virtus Investment Advisers, LLC↓ DEC | -4,942 | $389.46K |