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 | 4,470,868 | $42.88M | +136,136 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,455,789 | $13.96M | -132,502 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 706,490 | $6.78M | -28,749 | ↓ DEC |
OAK HILL ADVISORS LPCIK 0001164688 | 578,922 | $5.55M | – | no_change |
Invesco Ltd.CIK 0000914208 | 562,102 | $5.39M | -75,128 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 507,223 | $4.86M | +41,216 | ↑ INC |
Elevated Capital Advisors, LLCCIK 0001802387 | 455,494 | $4.37M | +48,214 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 406,829 | $3.90M | +44,248 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 360,531 | $3.46M | -13,102 | ↓ DEC |
Strategic Wealth Partners, Ltd.CIK 0001720777 | 329,048 | $3.16M | +50,000 | ↑ INC |
GREENUP STREET WEALTH MANAGEMENT LLCCIK 0001909904 | 293,125 | $2.81M | +21,014 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 238,596 | $2.29M | -9,707 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 236,627 | $2.27M | -27,075 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 232,019 | $2.23M | -319 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 199,531 | $1.91M | +16,566 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 150,356 | $1.44M | +28,346 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 125,758 | $1.21M | +3,958 | ↑ INC |
UBS Group AGCIK 0001610520 | 118,226 | $1.13M | -27,480 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 112,817 | $1.08M | +46,311 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 112,618 | $1.08M | +2,882 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 102,704 | $984.93K | +2,457 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 84,593 | $861.16K | – | no_change |
Ausdal Financial Partners, Inc.CIK 0001667146 | 79,681 | $765.02K | -33,373 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 77,904 | $747.10K | -14,735 | ↓ DEC |
Modern Wealth Management, LLCCIK 0002001900 | 69,753 | $675.21K | -11,057 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Penserra Capital Management LLC↑ INC | +988,170 | $16.27K |
MORGAN STANLEY↑ INC | +136,136 | $42.88M |
Strategic Wealth Partners, Ltd.↑ INC | +50,000 | $3.16M |
Elevated Capital Advisors, LLC↑ INC | +48,214 | $4.37M |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +46,311 | $1.08M |
AMERIPRISE FINANCIAL INC↑ INC | +44,248 | $3.90M |
BANK OF AMERICA CORP /DE/↑ INC | +41,216 | $4.86M |
THRIVENT FINANCIAL FOR LUTHERANS↑ INC | +30,322 | $448.00 |
PMG Family Office LLC↑ INC | +28,346 | $1.44M |
Pinnacle Wealth Planning Services, Inc.↑ INC | +27,720 | $338.96K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -132,502 | $13.96M |
Invesco Ltd.↓ DEC | -75,128 | $5.39M |
TRUIST FINANCIAL CORP↓ DEC | -50,839 | $112.23K |
Ausdal Financial Partners, Inc.↓ DEC | -33,373 | $765.02K |
LPL Financial LLC↓ DEC | -28,749 | $6.78M |
UBS Group AG↓ DEC | -27,480 | $1.13M |
GraniteShares Advisors LLC↓ DEC | -27,075 | $2.27M |
JANE STREET GROUP, LLC↓ DEC | -22,058 | $310.87K |
Keating Financial Advisory Services, Inc.↓ DEC | -21,786 | $191.14K |
OSAIC HOLDINGS, INC.↓ DEC | -14,735 | $747.10K |