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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,629,637 | $28.24M | +145,622 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,378,396 | $25.54M | +190,612 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,413,476 | $15.18M | +16,587 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,358,593 | $14.59M | +11,778 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 1,097,250 | $11.78M | +51,780 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 673,698 | $7.24M | -55,558 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 643,321 | $6.91M | -16,044 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 609,476 | $6.55M | -85,334 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 591,236 | $6.35M | +48,235 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 565,059 | $6.07M | +10,071 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 330,954 | $3.55M | +104,362 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 301,680 | $3.24M | -20,585 | ↓ DEC |
Grange Capital, LLCCIK 0002048387 | 294,416 | $3.16M | -15,121 | ↓ DEC |
Marathon Strategic Advisors, LLCCIK 0002021711 | 288,327 | $3.10M | +11,401 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 275,461 | $2.96M | +35,964 | ↑ INC |
Creekside PartnersCIK 0002035951 | 229,190 | $2.46M | +11,371 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 226,313 | $2.43M | +11,510 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 224,511 | $2.41M | +8,419 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 219,799 | $2.36M | +1,500 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 186,570 | $2.00M | -26,096 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 155,580 | $1.67M | +5,733 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 146,349 | $1.57M | +78,643 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 143,225 | $1.54M | – | no_change |
Everstar Asset Management, LLCCIK 0002023744 | 111,723 | $1.20M | -6,230 | ↓ DEC |
PMG Family Office LLCCIK 0002102299 | 99,052 | $1.06M | +3,704 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
UBS Group AG↑ INC | +190,612 | $25.54M |
BANK OF AMERICA CORP /DE/↑ INC | +145,622 | $28.24M |
Advisors Asset Management, Inc.↑ INC | +104,362 | $3.55M |
FIFTH THIRD BANCORPNEW | +84,832 | $911.10K |
Samalin Investment Counsel, LLC↑ INC | +78,643 | $1.57M |
D.A. DAVIDSON & CO.↑ INC | +51,780 | $11.78M |
Baird Financial Group, Inc.↑ INC | +48,235 | $6.35M |
HARBOUR INVESTMENTS, INC.↑ INC | +35,964 | $2.96M |
Kestra Advisory Services, LLC↑ INC | +24,594 | $359.26K |
Mutual Advisors, LLC↑ INC | +22,416 | $553.94K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,705,249 | $23.60K |
COHEN & STEERS, INC.↓ DEC | -317,278 | $591.00 |
GUGGENHEIM CAPITAL LLC↓ DEC | -85,334 | $6.55M |
Apollon Wealth Management, LLC↓ DEC | -74,996 | $406.66K |
LPL Financial LLC↓ DEC | -55,558 | $7.24M |
MONEY CONCEPTS CAPITAL CORP↓ DEC | -49,401 | $148.20K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -32,404 | $213.72K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -30,105 | $401.56K |
Cetera Investment Advisers↓ DEC | -26,096 | $2.00M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -20,585 | $3.24M |