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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 680,729 | $9.82M | +115,944 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 506,381 | $7.30M | -20,539 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 468,608 | $6.76M | -25,806 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 456,583 | $6.58M | +17,862 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 395,920 | $5.71M | +4,991 | ↑ INC |
UBS Group AGCIK 0001610520 | 376,208 | $5.42M | +10,356 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 334,080 | $4.82M | +15,697 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 302,650 | $4.36M | +7,431 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 297,953 | $4.30M | +700 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 208,188 | $3.00M | +11,522 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 206,350 | $2.98M | -3,746 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 200,944 | $2.90M | -5,140 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 150,552 | $2.17M | +19,006 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 126,525 | $1.82M | -1,380 | ↓ DEC |
Destiny Wealth Partners, LLCCIK 0001844369 | 119,355 | $1.72M | +119,355 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 116,091 | $1.67M | -517 | ↓ DEC |
SIMS INVESTMENT MANAGEMENT, LLCCIK 0002053807 | 100,475 | $1.45M | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 94,372 | $1.36M | +63,372 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 76,140 | $1.10M | +1,678 | ↑ INC |
Meridian Wealth Management, LLCCIK 0001697300 | 74,893 | $1.08M | +2,874 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 61,807 | $891.00K | -6,048 | ↓ DEC |
Quartz Partners, LLCCIK 0001659978 | 52,078 | $750.97K | +2,785 | ↑ INC |
CFO4Life Group, LLCCIK 0001706351 | 46,237 | $666.74K | -1,750 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 41,133 | $593.14K | – | no_change |
WCG Wealth Advisors LLCCIK 0001855713 | 37,177 | $536.09K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Destiny Wealth Partners, LLCNEW | +119,355 | $1.72M |
GUGGENHEIM CAPITAL LLC↑ INC | +115,944 | $9.82M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +63,372 | $1.36M |
OSAIC HOLDINGS, INC.↑ INC | +19,006 | $2.17M |
BANK OF AMERICA CORP /DE/↑ INC | +17,862 | $6.58M |
LPL Financial LLC↑ INC | +15,697 | $4.82M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +15,323 | $220.99K |
FIFTH THIRD BANCORP↑ INC | +14,766 | $214.37K |
JANE STREET GROUP, LLCNEW | +13,757 | $198.38K |
AssuredPartners Investment Advisors, LLCNEW | +13,150 | $193.44K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↓ DEC | -25,806 | $6.76M |
MORGAN STANLEY↓ DEC | -20,539 | $7.30M |
SAGE RHINO CAPITAL LLC↓ DEC | -8,500 | $144.20K |
ROYAL BANK OF CANADA↓ DEC | -6,048 | $891.00K |
WELLS FARGO & COMPANY/MN↓ DEC | -5,140 | $2.90M |
XTX Topco Ltd↓ DEC | -4,350 | $175.09K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -3,746 | $2.98M |
MML INVESTORS SERVICES, LLC↓ DEC | -3,109 | $404.32K |
INTEGRATED CAPITAL MANAGEMENT, INC.↓ DEC | -2,732 | $212.53K |
CFO4Life Group, LLC↓ DEC | -1,750 | $666.74K |