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 | 1,241,270 | $24.91M | +23,166 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 301,703 | $6.06M | -7,219 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 242,799 | $4.87M | -58,450 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 237,078 | $4.76M | -42,153 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 188,728 | $3.79M | -7,294 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 175,333 | $3.52M | +17,018 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 142,893 | $2.87M | -5,693 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 118,598 | $2.38M | -10,569 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 107,617 | $2.16M | +600 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 97,034 | $1.95M | -4,567 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 95,067 | $1.91M | -1,817 | ↓ DEC |
Whipplewood Advisors, LLCCIK 0002052510 | 94,779 | $1.90M | -66 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 89,386 | $1.79M | +1,691 | ↑ INC |
Revisor Wealth Management LLCCIK 0001887409 | 61,021 | $1.22M | -1,055 | ↓ DEC |
1776 Wealth LLCCIK 0001803140 | 52,038 | $1.04M | -94 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 51,046 | $1.02M | +2,479 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 47,549 | $954.34K | -780 | ↓ DEC |
SEAMOUNT FINANCIAL GROUP INCCIK 0002011267 | 44,992 | $902.98K | -2,088 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 44,000 | $883.08K | -1,013 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 42,586 | $854.70K | +1,945 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 41,192 | $826.72K | +1,944 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 39,931 | $801.42K | +1,069 | ↑ INC |
&PARTNERSCIK 0000107136 | 40,008 | $799.82K | +3,081 | ↑ INC |
Samalin Investment Counsel, LLCCIK 0001544366 | 37,471 | $752.05K | -5,362 | ↓ DEC |
AlphaCore Capital LLCCIK 0001713662 | 36,142 | $725.37K | -1,007 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +136,241 | $11.67K |
RAYMOND JAMES FINANCIAL INC↑ INC | +23,166 | $24.91M |
Hennion & Walsh Asset Management, Inc.↑ INC | +17,018 | $3.52M |
HRT FINANCIAL LP↑ INC | +15,123 | $542.00 |
COHEN & STEERS, INC.↑ INC | +15,000 | $9.56K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +7,381 | $164.43K |
Janney Montgomery Scott LLC↑ INC | +6,757 | $847.00 |
&PARTNERS↑ INC | +3,081 | $799.82K |
HARBOUR INVESTMENTS, INC.↑ INC | +3,050 | $79.51K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +2,479 | $1.02M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -58,450 | $4.87M |
WELLS FARGO & COMPANY/MN↓ DEC | -42,153 | $4.76M |
Strategic Advocates LLC↓ DEC | -21,847 | $1.63K |
MORGAN STANLEY↓ DEC | -10,569 | $2.38M |
LPL Financial LLC↓ DEC | -7,294 | $3.79M |
Invesco Ltd.↓ DEC | -7,219 | $6.06M |
ROYAL BANK OF CANADA↓ DEC | -7,021 | $627.00K |
Focus Partners Wealth↓ DEC | -5,693 | $2.87M |
Samalin Investment Counsel, LLC↓ DEC | -5,362 | $752.05K |
Fiera Capital Corp↓ DEC | -4,567 | $1.95M |