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 | 497,666 | $6.02M | +26,704 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 318,463 | $3.85M | +1,400 | ↑ INC |
Zimmer Partners, LPCIK 0001565854 | 128,803 | $1.56M | – | no_change |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 89,594 | $1.08M | +2,371 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 27,645 | $334.50K | +1,606 | ↑ INC |
LEVEL FOUR ADVISORY SERVICES, LLCCIK 0001696715 | 25,355 | $306.80K | +4,486 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 24,107 | $291.70K | +527 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 16,577 | $200.58K | +13,918 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 13,451 | $162.76K | -26,220 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 11,333 | $137.13K | -227 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 11,276 | $136.44K | +9,117 | ↑ INC |
DECISION INVESTMENTS, INCCIK 0002111652 | 11,050 | $133.71K | – | no_change |
UBS Group AGCIK 0001610520 | 10,830 | $131.04K | +190 | ↑ INC |
Ascentis Independent AdvisorsCIK 0001845003 | 9,755 | $118.04K | +9,755 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 8,231 | $99.60K | +44 | ↑ INC |
CITY HOLDING COCIK 0000726854 | 4,117 | $49.81K | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 4,052 | $49.03K | – | no_change |
CoreCap Advisors, LLCCIK 0001902501 | 2,290 | $27.71K | – | no_change |
Wilmington Savings Fund Society, FSBCIK 0000900974 | 1,000 | $12.10K | +1,000 | NEW |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 333 | $4.03K | +333 | NEW |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 250 | $3.02K | – | no_change |
COHEN & STEERS, INC.CIK 0001284812 | 133,159 | $1.61K | +8,159 | ↑ INC |
Cambridge Investment Research Advisors, Inc.CIK 0001419186 | 14,216 | $172.00 | +368 | ↑ INC |
GAMMA Investing LLCCIK 0002010235 | 9 | $109.00 | – | no_change |
FNY Investment Advisers, LLCCIK 0001742998 | 400 | $4.00 | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +26,704 | $6.02M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +13,918 | $200.58K |
Ascentis Independent AdvisorsNEW | +9,755 | $118.04K |
RAYMOND JAMES FINANCIAL INC↑ INC | +9,117 | $136.44K |
COHEN & STEERS, INC.↑ INC | +8,159 | $1.61K |
LEVEL FOUR ADVISORY SERVICES, LLC↑ INC | +4,486 | $306.80K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +2,371 | $1.08M |
LPL Financial LLC↑ INC | +1,606 | $334.50K |
1607 Capital Partners, LLC↑ INC | +1,400 | $3.85M |
Wilmington Savings Fund Society, FSBNEW | +1,000 | $12.10K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Stratos Wealth Partners, LTD.↓ DEC | -26,220 | $162.76K |
Integrated Wealth Concepts LLC↓ DEC | -227 | $137.13K |
WELLS FARGO & COMPANY/MNsold_all | -1 | $4.00 |