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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 168,620 | $1.70M | -4,909 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 134,518 | $1.35M | -6,167 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 120,426 | $1.21M | +10,000 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 118,086 | $1.19M | +2,858 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 60,162 | $605.53K | +914 | ↑ INC |
Cypress Wealth Services, LLCCIK 0001721527 | 59,078 | $594.62K | +848 | ↑ INC |
Atala Financial IncCIK 0002053756 | 52,582 | $531.08K | – | no_change |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 51,319 | $516.53K | -13,927 | ↓ DEC |
WESCAP Management Group, Inc.CIK 0001667140 | 50,218 | $505.44K | +1,460 | ↑ INC |
UBS Group AGCIK 0001610520 | 40,863 | $411.29K | +14,894 | ↑ INC |
Vivaldi Capital Management LPCIK 0001682021 | 39,103 | $393.57K | +24 | ↑ INC |
Wealthspire Advisors, LLCCIK 0001646247 | 24,196 | $243.53K | – | no_change |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 23,627 | $237.81K | -247 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 20,679 | $208.14K | – | no_change |
Plancorp, LLCCIK 0001599579 | 20,000 | $206.00K | – | no_change |
FIRST AMERICAN TRUST, FSBCIK 0000036066 | 20,000 | $201.30K | – | no_change |
Mariner, LLCCIK 0001373442 | 18,212 | $183.30K | – | no_change |
Whipplewood Advisors, LLCCIK 0002052510 | 17,942 | $180.59K | +40 | ↑ INC |
Vanguard Capital Wealth AdvisorsCIK 0001730578 | 17,000 | $171.10K | +17,000 | NEW |
Advisors Asset Management, Inc.CIK 0001297376 | 14,810 | $149.06K | -32,547 | ↓ DEC |
MATHER GROUP, LLC.CIK 0001527641 | 12,119 | $121.98K | +12,119 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 11,298 | $114.00K | +289 | ↑ INC |
Pasadena Private Wealth, LLCCIK 0001760578 | 10,000 | $100.65K | – | no_change |
Concorde Asset Management, LLCCIK 0001631773 | 10,000 | $100.65K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 7,457 | $75.06K | -775 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WEDBUSH SECURITIES INC↑ INC | +18,600 | $528.00 |
Vanguard Capital Wealth AdvisorsNEW | +17,000 | $171.10K |
UBS Group AG↑ INC | +14,894 | $411.29K |
MATHER GROUP, LLC.NEW | +12,119 | $121.98K |
Rockefeller Capital Management L.P.↑ INC | +10,000 | $1.21M |
MORGAN STANLEY↑ INC | +2,858 | $1.19M |
WESCAP Management Group, Inc.↑ INC | +1,460 | $505.44K |
WOLFF WIESE MAGANA LLCNEW | +1,000 | $10.06K |
RAYMOND JAMES FINANCIAL INC↑ INC | +914 | $605.53K |
Cypress Wealth Services, LLC↑ INC | +848 | $594.62K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Advisors Asset Management, Inc.↓ DEC | -32,547 | $149.06K |
Hennion & Walsh Asset Management, Inc.↓ DEC | -13,927 | $516.53K |
LPL Financial LLC↓ DEC | -6,167 | $1.35M |
GUGGENHEIM CAPITAL LLC↓ DEC | -4,909 | $1.70M |
OSAIC HOLDINGS, INC.↓ DEC | -2,000 | $20.14K |
US BANCORP \DE\↓ DEC | -775 | $75.06K |
WHITTIER TRUST CO↓ DEC | -469 | $28.12K |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -247 | $237.81K |