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 | 1,330,974 | $70.30M | +18,532 | ↑ INC |
Z3 Capital Partners, LLCCIK 0002127787 | 632,297 | $33.40M | +7,799 | ↑ INC |
EP Wealth Advisors, LLCCIK 0001540569 | 303,753 | $16.04M | -1,674 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 270,443 | $14.28M | +2,281 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 244,836 | $12.93M | -16,292 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 225,706 | $11.92M | +5,500 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 213,267 | $11.26M | -1,601 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 126,375 | $6.68M | +1,293 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 111,030 | $5.86M | +2,792 | ↑ INC |
UBS Group AGCIK 0001610520 | 88,758 | $4.69M | -7,469 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 81,720 | $4.32M | -4,666 | ↓ DEC |
Edgemoor Investment Advisors, Inc.CIK 0001313792 | 77,738 | $4.11M | +3,832 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 64,291 | $3.40M | +6,089 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 59,023 | $3.12M | +58,007 | ↑ INC |
Oxbow Advisors, LLCCIK 0001564770 | 58,484 | $3.09M | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 56,455 | $2.98M | +6,084 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 47,803 | $2.52M | -1,178 | ↓ DEC |
TERRIL BROTHERS, INC.CIK 0000314169 | 46,054 | $2.43M | -4,993 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 45,925 | $2.43M | -2,552 | ↓ DEC |
Kingsview Wealth Management, LLCCIK 0001791965 | 39,515 | $2.09M | +52 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 39,509 | $2.09M | -258 | ↓ DEC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 26,828 | $1.42M | – | no_change |
Invesco Ltd.CIK 0000914208 | 24,653 | $1.30M | -11,306 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 22,852 | $1.21M | -450 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 23,053 | $1.18M | -4,309 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↑ INC | +58,007 | $3.12M |
Penserra Capital Management LLC↑ INC | +34,473 | $9.39K |
MORGAN STANLEY↑ INC | +18,532 | $70.30M |
M&T BANK CORP↑ INC | +17,521 | $998.99K |
Cetera Investment Advisers↑ INC | +9,207 | $1.05M |
FIFTH THIRD BANCORPNEW | +8,792 | $464.37K |
Z3 Capital Partners, LLC↑ INC | +7,799 | $33.40M |
OSAIC HOLDINGS, INC.↑ INC | +6,089 | $3.40M |
RAYMOND JAMES FINANCIAL INC↑ INC | +6,084 | $2.98M |
WELLS FARGO & COMPANY/MN↑ INC | +5,500 | $11.92M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -243,393 | $28.22K |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -66,192 | $203.20K |
NOMURA HOLDINGS INC↓ DEC | -21,474 | $1.00M |
Advisors Asset Management, Inc.↓ DEC | -16,292 | $12.93M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -11,334 | $221.47K |
Invesco Ltd.↓ DEC | -11,306 | $1.30M |
UBS Group AG↓ DEC | -7,469 | $4.69M |
TERRIL BROTHERS, INC.↓ DEC | -4,993 | $2.43M |
AMERIPRISE FINANCIAL INC↓ DEC | -4,666 | $4.32M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -4,309 | $1.18M |