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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 3,774,003 | $38.87M | +19,845 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 3,229,721 | $33.27M | +131,646 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 3,158,223 | $32.53M | +97,224 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 2,075,806 | $21.38M | +150,594 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 1,530,527 | $15.76M | +19,122 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 1,527,121 | $15.73M | +29,878 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,425,242 | $14.68M | +317,779 | ↑ INC |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861 | 1,230,874 | $12.68M | -52,918 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,149,913 | $11.84M | +65,140 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,049,369 | $10.81M | +168,439 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 969,260 | $9.98M | -174,756 | ↓ DEC |
J.W. COLE ADVISORS, INC.CIK 0001404763 | 728,901 | $7.51M | -401,071 | ↓ DEC |
Kentucky Trust CoCIK 0002054100 | 675,496 | $6.96M | +16,146 | ↑ INC |
Apollon Wealth Management, LLCCIK 0001764387 | 596,296 | $6.14M | -147,178 | ↓ DEC |
N.E.W. Advisory Services LLCCIK 0001803456 | 544,162 | $5.60M | -108,840 | ↓ DEC |
UBS Group AGCIK 0001610520 | 500,363 | $5.15M | -20,946 | ↓ DEC |
FOUNDATIONS INVESTMENT ADVISORS, LLCCIK 0001743404 | 453,666 | $4.67M | -367 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 401,931 | $4.14M | -7,794 | ↓ DEC |
Creative PlanningCIK 0001540235 | 372,338 | $3.84M | +4,158 | ↑ INC |
Owen LaRue, LLCCIK 0001965328 | 336,882 | $3.47M | -61,361 | ↓ DEC |
Gladstone Institutional Advisory LLCCIK 0001766530 | 335,294 | $3.45M | +31,905 | ↑ INC |
First Heartland Consultants, Inc.CIK 0001428793 | 319,241 | $3.29M | -1,575 | ↓ DEC |
RDA Financial NetworkCIK 0001774086 | 276,671 | $2.85M | +19,079 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 273,190 | $2.81M | -122,855 | ↓ DEC |
Grey Ledge Advisors, LLCCIK 0001660694 | 264,547 | $2.72M | +2,871 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WELLS FARGO & COMPANY/MN↑ INC | +317,779 | $14.68M |
COHEN & STEERS, INC.↑ INC | +303,495 | $9.19K |
BANK OF AMERICA CORP /DE/↑ INC | +168,439 | $10.81M |
COMMERCE BANKNEW | +161,102 | $1.66M |
Baird Financial Group, Inc.↑ INC | +150,594 | $21.38M |
ROYAL BANK OF CANADA↑ INC | +131,646 | $33.27M |
JPMORGAN CHASE & CO↑ INC | +124,211 | $1.42M |
Virtue Capital Management, LLC↑ INC | +100,643 | $1.05M |
LPL Financial LLC↑ INC | +97,224 | $32.53M |
HARBOUR INVESTMENTS, INC.↑ INC | +84,003 | $1.50M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
J.W. COLE ADVISORS, INC.↓ DEC | -401,071 | $7.51M |
Align Financial, LLC↓ DEC | -211,903 | $242.78K |
OSAIC HOLDINGS, INC.↓ DEC | -174,756 | $9.98M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -147,547 | $1.88M |
Apollon Wealth Management, LLC↓ DEC | -147,178 | $6.14M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -122,855 | $2.81M |
N.E.W. Advisory Services LLC↓ DEC | -108,840 | $5.60M |
StoneX Group Inc.↓ DEC | -71,511 | $309.77K |
Owen LaRue, LLC↓ DEC | -61,361 | $3.47M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -53,481 | $167.67K |