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 |
|---|---|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 3,143,911 | $5.56M | +3,083,911 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,517,614 | $4.78M | +1,909,352 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,192,803 | $2.27M | +203,049 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 744,144 | $1.41M | -19,962 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 590,947 | $1.12M | -21,036 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 583,794 | $1.11M | +21,611 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 419,108 | $796.31K | -529,977 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 396,620 | $753.58K | -19,206 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 372,931 | $708.57K | +330,761 | ↑ INC |
First Western Trust BankCIK 0001513189 | 250,000 | $475.00K | +200,000 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 205,210 | $389.90K | +108,557 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 129,926 | $247.00K | -3,582 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 121,540 | $230.93K | +90,957 | ↑ INC |
Collaborative Wealth Managment Inc.CIK 0001896419 | 110,898 | $210.71K | – | no_change |
INTEGRATED CAPITAL MANAGEMENT, INC.CIK 0001608826 | 109,203 | $207.49K | -15,201 | ↓ DEC |
Integrated Advisors Network LLCCIK 0001660177 | 97,380 | $185.02K | +54,926 | ↑ INC |
Joseph P. Lucia & Associates, LLCCIK 0001775391 | 96,335 | $183.04K | – | no_change |
Mutual Advisors, LLCCIK 0001694080 | 78,758 | $149.64K | +19 | ↑ INC |
Creative PlanningCIK 0001540235 | 69,208 | $131.50K | -2,169 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 62,382 | $118.53K | -46,771 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 58,895 | $111.90K | -2,500 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 1,557 | $110.60K | +624 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 53,267 | $101.21K | +35,415 | ↑ INC |
World Investment AdvisorsCIK 0001652594 | 52,874 | $100.46K | – | no_change |
D.A. DAVIDSON & CO.CIK 0001080107 | 43,766 | $83.16K | +86 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +3,083,911 | $5.56M |
WELLS FARGO & COMPANY/MN↑ INC | +1,909,352 | $4.78M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +330,761 | $708.57K |
Invesco Ltd.↑ INC | +203,049 | $2.27M |
First Western Trust Bank↑ INC | +200,000 | $475.00K |
HARBOUR INVESTMENTS, INC.↑ INC | +108,557 | $389.90K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +90,957 | $230.93K |
Integrated Advisors Network LLC↑ INC | +54,926 | $185.02K |
VestGen Advisors, LLCNEW | +38,735 | $68.56K |
CAPTRUST FINANCIAL ADVISORS↑ INC | +35,415 | $101.21K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -529,977 | $796.31K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -92,831 | $288.00 |
JANE STREET GROUP, LLC↓ DEC | -46,771 | $118.53K |
Equitable Holdings, Inc.↓ DEC | -44,180 | $58.47K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -44,025 | $1.00K |
Fiera Capital Corp↓ DEC | -21,036 | $1.12M |
LPL Financial LLC↓ DEC | -19,962 | $1.41M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -19,206 | $753.58K |
INTEGRATED CAPITAL MANAGEMENT, INC.↓ DEC | -15,201 | $207.49K |
Rockefeller Capital Management L.P.↓ DEC | -15,000 | $9.50K |