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機構持股 · 13F

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。

持倉結構

機構持股18.7%
內部人15.4%
機構家數23
機構 18.7%內部人 15.4%其他流通 65.9%
13F 申報機構(前 25)23季度 2026-03-31
前 25 大申報市值$11.85M已顯示持有人市值總和
淨持倉變化10 增持 · 5 減持本季變動最大的機構

依市值排序的前幾大持有人

顯示 23 筆
申報機構持股數市值Δ 持股變動
SoftVest Advisors, LLCCIK 0001803391
697,893$7.38M+697,893NEW
Ashton Thomas Private Wealth, LLCCIK 0002019663
228,058$2.41M+228,058NEW
Beacon Pointe Advisors, LLCCIK 0001744317
62,800$664.42K–no_change
CITADEL ADVISORS LLCCIK 0001423053
38,861$411.15K+28,445↑ INC
WADDELL & ASSOCIATES, LLCCIK 0001776757
15,770$166.84K+353↑ INC
Welch Group, LLCCIK 0001443095
14,852$157.13K+14,852NEW
MARSHALL WACE, LLPCIK 0001318757
11,026$116.65K+11,026NEW
Mraz, Amerine & Associates, Inc.CIK 0001542324
10,900$115.32K-25,401↓ DEC
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218
10,558$111.70K-6,503↓ DEC
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
10,000$105.80K–no_change
UBS Group AGCIK 0001610520
7,562$80.01K-562↓ DEC
MORGAN STANLEYCIK 0000895421
6,186$65.45K+1,749↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,982$20.97K–no_change
HARBOUR INVESTMENTS, INC.CIK 0000810121
1,800$19.04K+1,800NEW
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
707$7.48K-5,573↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
701$7.42K-1,926↓ DEC
Western Wealth Management, LLCCIK 0001767902
217$2.30K+217NEW
ROYAL BANK OF CANADACIK 0001000275
205$2.00K+205NEW
BlackRock, Inc.CIK 0002012383
17$176.00–no_change
CoreCap Advisors, LLCCIK 0001902501
13$138.00–no_change
Steward Partners Investment Advisory, LLCCIK 0001723397
11$116.00–no_change
Caitong International Asset Management Co., LtdCIK 0001963355
6$63.00+6NEW
ASSETMARK, INCCIK 0001344551
3$32.00+3NEW

增持最多(買方)

申報機構Δ 持股市值
SoftVest Advisors, LLCNEW
+697,893$7.38M
Ashton Thomas Private Wealth, LLCNEW
+228,058$2.41M
CITADEL ADVISORS LLC↑ INC
+28,445$411.15K
Welch Group, LLCNEW
+14,852$157.13K
MARSHALL WACE, LLPNEW
+11,026$116.65K
HARBOUR INVESTMENTS, INC.NEW
+1,800$19.04K
MORGAN STANLEY↑ INC
+1,749$65.45K
WADDELL & ASSOCIATES, LLC↑ INC
+353$166.84K
Western Wealth Management, LLCNEW
+217$2.30K
ROYAL BANK OF CANADANEW
+205$2.00K

減持最多(賣方)

申報機構Δ 持股市值
Mraz, Amerine & Associates, Inc.↓ DEC
-25,401$115.32K
RITHOLTZ WEALTH MANAGEMENT↓ DEC
-6,503$111.70K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-5,573$7.48K
OSAIC HOLDINGS, INC.↓ DEC
-1,926$7.42K
UBS Group AG↓ DEC
-562$80.01K