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 |
|---|---|---|---|---|
Bulldog Investors, LLPCIK 0001504304 | 1,184,498 | $9.46M | -16,847 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 576,479 | $4.61M | +70,996 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 454,829 | $3.63M | -80 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 431,408 | $3.45M | +262,671 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 258,068 | $2.06M | – | no_change |
Focus Partners WealthCIK 0001542153 | 242,888 | $1.94M | -29,543 | ↓ DEC |
ICON ADVISERS INC/COCIK 0001058470 | 241,372 | $1.93M | -2,923 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 141,088 | $1.13M | +28,451 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 78,360 | $626.10K | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 62,969 | $503.12K | +32,925 | ↑ INC |
Matisse CapitalCIK 0001668256 | 47,998 | $383.50K | -38,383 | ↓ DEC |
Beverly Hills Private Wealth, LLCCIK 0001965710 | 35,345 | $282.41K | +35,345 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 33,673 | $269.05K | +295 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 32,138 | $256.80K | -10,755 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 27,962 | $223.42K | – | no_change |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 23,409 | $187.04K | -219,017 | ↓ DEC |
ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 22,975 | $183.57K | – | no_change |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 20,755 | $165.83K | +5,255 | ↑ INC |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 15,802 | $126.26K | – | no_change |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 15,498 | $123.83K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 11,503 | $91.91K | -6,165 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 10,651 | $85.10K | – | no_change |
Concurrent Investment Advisors, LLCCIK 0002001015 | 10,251 | $81.91K | – | no_change |
Western Wealth Management, LLCCIK 0001767902 | 6,775 | $54.13K | +6,775 | NEW |
UBS Group AGCIK 0001610520 | 5,867 | $46.88K | -4,948 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +262,671 | $3.45M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +70,996 | $4.61M |
Beverly Hills Private Wealth, LLCNEW | +35,345 | $282.41K |
Bank of New York Mellon Corp↑ INC | +32,925 | $503.12K |
Hennion & Walsh Asset Management, Inc.↑ INC | +28,451 | $1.13M |
Western Wealth Management, LLCNEW | +6,775 | $54.13K |
EVOLVE PRIVATE WEALTH, LLC↑ INC | +5,255 | $165.83K |
Community Financial Services Group, LLCNEW | +2,825 | $22.68K |
CWM, LLCNEW | +640 | $5.11K |
ASSETMARK, INCNEW | +480 | $3.83K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -219,017 | $187.04K |
Matisse Capital↓ DEC | -38,383 | $383.50K |
Focus Partners Wealth↓ DEC | -29,543 | $1.94M |
Bulldog Investors, LLP↓ DEC | -16,847 | $9.46M |
OSAIC HOLDINGS, INC.↓ DEC | -10,755 | $256.80K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -6,165 | $91.91K |
UBS Group AG↓ DEC | -4,948 | $46.88K |
ICON ADVISERS INC/CO↓ DEC | -2,923 | $1.93M |
Almitas Capital LLC↓ DEC | -80 | $3.63M |