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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,106,290 | $23.25M | +54,424 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 776,142 | $16.31M | +74,966 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 574,303 | $12.07M | +75,015 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 516,209 | $10.85M | +32,290 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 492,949 | $10.36M | +36,011 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 467,421 | $9.83M | +42,675 | ↑ INC |
UBS Group AGCIK 0001610520 | 459,165 | $9.65M | +33,614 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 385,433 | $8.10M | -14,557 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 376,843 | $7.92M | +73,540 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 355,603 | $7.47M | +40,880 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 267,616 | $5.63M | +26,729 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 257,250 | $5.41M | +23,862 | ↑ INC |
Wealthspire Retirement, LLCCIK 0002040084 | 210,536 | $4.43M | +3,547 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 148,535 | $3.12M | +59,837 | ↑ INC |
&PARTNERSCIK 0000107136 | 137,227 | $2.88M | +7,955 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 127,203 | $2.67M | +33,202 | ↑ INC |
GraniteShares Advisors LLCCIK 0001839545 | 104,775 | $2.20M | -11,989 | ↓ DEC |
Capital Investment Advisory Services, LLCCIK 0001659203 | 100,806 | $2.12M | +35,729 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 84,630 | $1.78M | +4,208 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 79,695 | $1.68M | +60,350 | ↑ INC |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 74,318 | $1.56M | +3,518 | ↑ INC |
one8zero8, LLCCIK 0002053138 | 63,853 | $1.34M | +4,769 | ↑ INC |
TPG Advisors LLCCIK 0002033388 | 62,001 | $1.30M | +11,112 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 61,208 | $1.29M | +4,492 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 57,776 | $1.21M | -2,617 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LPL Financial LLC↑ INC | +75,015 | $12.07M |
MORGAN STANLEY↑ INC | +74,966 | $16.31M |
GUGGENHEIM CAPITAL LLC↑ INC | +73,540 | $7.92M |
Steward Partners Investment Advisory, LLC↑ INC | +60,350 | $1.68M |
Focus Partners Wealth↑ INC | +59,837 | $3.12M |
RAYMOND JAMES FINANCIAL INC↑ INC | +54,424 | $23.25M |
Advisors Asset Management, Inc.↑ INC | +42,675 | $9.83M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +40,880 | $7.47M |
BANK OF AMERICA CORP /DE/↑ INC | +36,011 | $10.36M |
Capital Investment Advisory Services, LLC↑ INC | +35,729 | $2.12M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
COHEN & STEERS, INC.↓ DEC | -27,360 | $1.80K |
Axiom Investment Management LLC↓ DEC | -21,287 | $63.03K |
Invesco Ltd.↓ DEC | -14,557 | $8.10M |
GraniteShares Advisors LLC↓ DEC | -11,989 | $2.20M |
Sunbelt Securities, Inc.↓ DEC | -8,235 | $765.72K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -7,178 | $41.54K |
World Investment Advisors↓ DEC | -6,626 | $339.72K |
Shulman DeMeo Asset Management LLC↓ DEC | -3,699 | $368.85K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -3,448 | $426.04K |
B. Riley Wealth Advisors, Inc.↓ DEC | -2,811 | $648.15K |