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 |
|---|---|---|---|---|
BLB&B Advisors, LLCCIK 0001389059 | 2,363,951 | $113.80M | +5,733 | ↑ INC |
Cassaday & Co Wealth Management LLCCIK 0001963612 | 1,367,099 | $65.81M | +7,208 | ↑ INC |
CIBC Bancorp USA Inc.CIK 0001711924 | 1,137,153 | $54.74M | +1,137,153 | NEW |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCCIK 0001005607 | 715,805 | $34.46M | -20,217 | ↓ DEC |
DIMENSION CAPITAL MANAGEMENT LLCCIK 0001041773 | 485,709 | $23.38M | -3,693 | ↓ DEC |
Badgley Phelps Wealth Managers, LLCCIK 0001895362 | 448,468 | $21.59M | +4,594 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 329,693 | $15.87M | +28,472 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 276,180 | $13.51M | -148,330 | ↓ DEC |
UNIQUE WEALTH, LLCCIK 0001957124 | 207,161 | $9.97M | +8,361 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 206,113 | $9.92M | -10,861 | ↓ DEC |
CERTUITY, LLCCIK 0001800752 | 204,390 | $9.84M | – | no_change |
Legend Financial Advisors, Inc.CIK 0001781948 | 199,416 | $9.60M | -6,288 | ↓ DEC |
Global Endowment Management, LPCIK 0001512237 | 198,685 | $9.56M | +47,445 | ↑ INC |
Heartland Bank & Trust CoCIK 0001866040 | 196,355 | $9.45M | +14,992 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 190,938 | $9.19M | +6,290 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 186,676 | $8.98M | +146,679 | ↑ INC |
CULTIVAR CAPITAL, INC.CIK 0001989476 | 180,735 | $8.70M | +3,320 | ↑ INC |
SAX WEALTH ADVISORS, LLCCIK 0001846150 | 229,962 | $8.65M | – | no_change |
ACIMA PRIVATE WEALTH, LLCCIK 0001761961 | 174,272 | $8.39M | -19 | ↓ DEC |
Stonehearth Capital Management, LLCCIK 0001550191 | 152,846 | $7.36M | -97,486 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 148,405 | $7.14M | +22,426 | ↑ INC |
FIRST FOUNDATION ADVISORSCIK 0001086763 | 142,741 | $6.87M | +11,371 | ↑ INC |
CROBANCIK 0001694663 | 122,687 | $5.90M | +1,119 | ↑ INC |
Waverly Advisors, LLCCIK 0001568787 | 117,724 | $5.67M | +580 | ↑ INC |
Peregrine Asset Advisers, Inc.CIK 0001535227 | 115,149 | $5.54M | +115,149 | NEW |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
CIBC Bancorp USA Inc.NEW | +1,137,153 | $54.74M |
JPMORGAN CHASE & CO↑ INC | +146,679 | $8.98M |
Peregrine Asset Advisers, Inc.NEW | +115,149 | $5.54M |
JANE STREET GROUP, LLC↑ INC | +70,813 | $5.18M |
Global Endowment Management, LP↑ INC | +47,445 | $9.56M |
FLOW TRADERS U.S. LLC↑ INC | +42,913 | $2.79K |
GOLDMAN SACHS GROUP INC↑ INC | +35,212 | $4.75M |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +28,472 | $15.87M |
Fullerton Fund Management Co Ltd.NEW | +25,622 | $1.23M |
Stillwater Private Wealth, LLCNEW | +23,589 | $1.14K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -148,330 | $13.51M |
Stonehearth Capital Management, LLC↓ DEC | -97,486 | $7.36M |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC↓ DEC | -20,217 | $34.46M |
NVWM, LLC↓ DEC | -18,746 | $305.64K |
Chicago Partners Investment Group LLC↓ DEC | -17,560 | $2.72M |
AMERIPRISE FINANCIAL INC↓ DEC | -10,861 | $9.92M |
Empower Advisory Group, LLC↓ DEC | -9,911 | $341.36K |
WLTH Capital Management, LLC↓ DEC | -8,486 | $3.03M |
CAPTRUST FINANCIAL ADVISORS↓ DEC | -6,848 | $943.59K |
Envestnet Portfolio Solutions, Inc.↓ DEC | -6,670 | $1.03M |