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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,507,644 | $28.31M | +55,260 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 1,472,565 | $27.65M | +692,566 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 815,598 | $15.32M | +6,034 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 569,306 | $10.69M | -26,449 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 398,771 | $7.49M | -60,704 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 355,211 | $6.67M | +96,094 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 336,433 | $6.32M | +7,608 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 239,891 | $4.51M | -2,509 | ↓ DEC |
ROMAN BUTLER FULLERTON & COCIK 0000733444 | 220,865 | $4.34M | +1,171 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 216,812 | $4.15M | +2,740 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 200,602 | $3.77M | +11,029 | ↑ INC |
UBS Group AGCIK 0001610520 | 188,755 | $3.54M | -2,047 | ↓ DEC |
ELEVATION POINT WEALTH PARTNERS, LLCCIK 0001744349 | 188,248 | $3.54M | -1,352 | ↓ DEC |
Vestmark Advisory Solutions, Inc.CIK 0001736982 | 185,947 | $3.49M | -1,353 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 168,111 | $3.16M | -32,888 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 134,791 | $2.53M | +73,799 | ↑ INC |
Farther Finance Advisors, LLCCIK 0001992825 | 92,010 | $1.76M | +85,735 | ↑ INC |
TPG Advisors LLCCIK 0002033388 | 92,053 | $1.73M | -14,469 | ↓ DEC |
Allworth Financial LPCIK 0001555170 | 90,158 | $1.69M | -4,446 | ↓ DEC |
OxenFree Capital LLCCIK 0002009781 | 80,711 | $1.61M | +12,612 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 81,657 | $1.53M | +5,514 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 74,644 | $1.40M | -11,399 | ↓ DEC |
Ameritas Advisory Services, LLCCIK 0001901275 | 54,262 | $1.02M | -3,511 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 53,688 | $1.01M | -12,850 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 49,801 | $935.26K | -231 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Focus Partners Wealth↑ INC | +692,566 | $27.65M |
LPL Financial LLC↑ INC | +96,094 | $6.67M |
Farther Finance Advisors, LLC↑ INC | +85,735 | $1.76M |
Steward Partners Investment Advisory, LLC↑ INC | +73,799 | $2.53M |
RAYMOND JAMES FINANCIAL INC↑ INC | +55,260 | $28.31M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +28,861 | $769.06K |
OxenFree Capital LLC↑ INC | +12,612 | $1.61M |
TRUIST FINANCIAL CORP↑ INC | +11,029 | $3.77M |
ROYAL BANK OF CANADA↑ INC | +7,608 | $6.32M |
HighTower Advisors, LLC↑ INC | +7,179 | $894.11K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -60,734 | $385.05K |
Invesco Ltd.↓ DEC | -60,704 | $7.49M |
OSAIC HOLDINGS, INC.↓ DEC | -32,888 | $3.16M |
Axiom Investment Management LLC↓ DEC | -26,495 | $113.70K |
BANK OF AMERICA CORP /DE/↓ DEC | -26,449 | $10.69M |
TPG Advisors LLC↓ DEC | -14,469 | $1.73M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -12,850 | $1.01M |
Cetera Investment Advisers↓ DEC | -11,399 | $1.40M |
Allworth Financial LP↓ DEC | -4,446 | $1.69M |
Ameritas Advisory Services, LLC↓ DEC | -3,511 | $1.02M |