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 | 450,851 | $5.03M | +15,181 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 216,894 | $2.42M | +33,750 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 208,799 | $2.33M | -4,240 | ↓ DEC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 175,624 | $1.96M | +6 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 164,567 | $1.83M | +1,522 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 158,611 | $1.77M | – | no_change |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 138,849 | $1.55M | -33,163 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 107,376 | $1.20M | +43 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 104,406 | $1.16M | +27,734 | ↑ INC |
Prairie Wealth Advisors, Inc.CIK 0002022783 | 0 | $987.61K | – | sold_all |
UBS Group AGCIK 0001610520 | 73,065 | $814.67K | -283 | ↓ DEC |
Brookstone Capital ManagementCIK 0001599584 | 48,760 | $543.67K | +1,177 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 48,020 | $535.42K | -1,680 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 45,698 | $509.53K | +2,230 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 44,002 | $490.62K | +3,709 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 38,050 | $424.26K | +847 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 25,008 | $279.00K | -1,451 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 23,708 | $264.37K | -4,012 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 22,652 | $252.57K | +5,655 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 22,533 | $251.25K | +2,436 | ↑ INC |
Gilliland Jeter Wealth Management LLCCIK 0002009886 | 20,576 | $229.42K | – | no_change |
Logan Stone Capital, LLCCIK 0001535521 | 19,103 | $213.00K | +19,103 | NEW |
Retirement Planning Group, LLCCIK 0001508195 | 18,083 | $201.63K | +6,820 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 16,725 | $186.49K | -7,094 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 10,777 | $120.16K | +10,777 | NEW |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +33,750 | $2.42M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +27,734 | $1.16M |
Logan Stone Capital, LLCNEW | +19,103 | $213.00K |
MORGAN STANLEY↑ INC | +15,181 | $5.03M |
CAPTRUST FINANCIAL ADVISORSNEW | +10,777 | $120.16K |
COHEN & STEERS, INC.↑ INC | +7,180 | $719.00 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNEW | +7,066 | $78.79K |
Retirement Planning Group, LLC↑ INC | +6,820 | $201.63K |
Kestra Advisory Services, LLC↑ INC | +5,655 | $252.57K |
FIFTH THIRD BANCORPNEW | +5,643 | $62.92K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -33,163 | $1.55M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -7,094 | $186.49K |
LPL Financial LLC↓ DEC | -4,240 | $2.33M |
OSAIC HOLDINGS, INC.↓ DEC | -4,012 | $264.37K |
HARBOUR INVESTMENTS, INC.↓ DEC | -1,680 | $535.42K |
ROYAL BANK OF CANADA↓ DEC | -1,451 | $279.00K |
CoreCap Advisors, LLC↓ DEC | -1,340 | $47.67K |
Allworth Financial LP↓ DEC | -1,001 | $55.75K |
UBS Group AG↓ DEC | -283 | $814.67K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -7 | $138.00 |