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 | 9,007,357 | $88.45M | +38,893 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 965,834 | $9.48M | +390,885 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 905,604 | $8.89M | -385,806 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 834,451 | $8.19M | -29,300 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 791,214 | $7.77M | -146,944 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 751,013 | $7.37M | -370,766 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 532,373 | $5.23M | -400,753 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 522,239 | $5.13M | +85,592 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 521,128 | $5.12M | +73,079 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 423,208 | $4.16M | +28,119 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 367,609 | $3.61M | -92,884 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 286,804 | $2.88M | -6,068 | ↓ DEC |
UBS Group AGCIK 0001610520 | 288,714 | $2.84M | +10,107 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 267,125 | $2.62M | +47,135 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 203,533 | $2.00M | +22,686 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 151,012 | $1.48M | -6,090 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 147,568 | $1.45M | +100,374 | ↑ INC |
INSIGNEO ADVISORY SERVICES, LLCCIK 0001964958 | 140,684 | $1.38M | +39,871 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 136,046 | $1.34M | +47,226 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 134,125 | $1.32M | +130,200 | ↑ INC |
Ariadne Wealth Management, LPCIK 0002034793 | 120,977 | $1.19M | – | no_change |
D.A. DAVIDSON & CO.CIK 0001080107 | 105,792 | $1.04M | -3,692 | ↓ DEC |
Summit Financial, LLCCIK 0001765536 | 97,692 | $959.33K | -12,441 | ↓ DEC |
Mutual Advisors, LLCCIK 0001694080 | 85,053 | $835.23K | +1,210 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 83,409 | $819.08K | +51,670 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +390,885 | $9.48M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +130,200 | $1.32M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +100,374 | $1.45M |
BANK OF AMERICA CORP /DE/↑ INC | +85,592 | $5.13M |
GUGGENHEIM CAPITAL LLC↑ INC | +73,079 | $5.12M |
Graham Capital Management, L.P.NEW | +72,830 | $715.19K |
Penserra Capital Management LLC↑ INC | +72,575 | $7.46K |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +66,830 | $671.53K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +51,670 | $819.08K |
Uncommon Cents Investing LLC↑ INC | +47,226 | $1.34M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Allspring Global Investments Holdings, LLC↓ DEC | -400,753 | $5.23M |
Pathstone Holdings, LLC↓ DEC | -385,806 | $8.89M |
WELLS FARGO & COMPANY/MN↓ DEC | -370,766 | $7.37M |
Invesco Ltd.↓ DEC | -146,944 | $7.77M |
Advisors Asset Management, Inc.↓ DEC | -92,884 | $3.61M |
Laidlaw Wealth Management LLC↓ DEC | -31,100 | $290.67K |
LPL Financial LLC↓ DEC | -29,300 | $8.19M |
Summit Financial, LLC↓ DEC | -12,441 | $959.33K |
EverSource Wealth Advisors, LLC↓ DEC | -10,900 | $104.76K |
Integrated Wealth Concepts LLC↓ DEC | -6,090 | $1.48M |