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 | 2,685,642 | $54.04M | +53,914 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,201,303 | $44.29M | -63,873 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,458,769 | $29.35M | +155,996 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 840,344 | $16.91M | +120,907 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 624,406 | $12.56M | +638 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 398,083 | $8.01M | +321,586 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 367,874 | $7.40M | -1,829 | ↓ DEC |
Heron Bay Capital ManagementCIK 0001842149 | 311,443 | $6.27M | -591 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 305,677 | $6.15M | +19,855 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 297,267 | $5.98M | -53,210 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 294,978 | $5.93M | -24,108 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 233,157 | $4.69M | +10,926 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 200,737 | $4.04M | +10,819 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 174,979 | $3.52M | +26,951 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 170,543 | $3.43M | +2,821 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 138,333 | $2.78M | +134,678 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 134,703 | $2.71M | -35,017 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 122,469 | $2.46M | -5,564 | ↓ DEC |
WealthTrust Axiom LLCCIK 0001425949 | 118,579 | $2.39M | -3,165 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 115,801 | $2.33M | +1,059 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 113,239 | $2.28M | -6,386 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 112,600 | $2.27M | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 111,568 | $2.24M | -2,825 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 96,504 | $1.94M | +3,532 | ↑ INC |
Live Oak Private Wealth LLCCIK 0001799877 | 92,351 | $1.86M | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +321,586 | $8.01M |
BANK OF AMERICA CORP /DE/↑ INC | +155,996 | $29.35M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +134,678 | $2.78M |
WELLS FARGO & COMPANY/MN↑ INC | +120,907 | $16.91M |
Arkadios Wealth AdvisorsNEW | +88,776 | $1.79M |
READYSTATE ASSET MANAGEMENT LPNEW | +80,717 | $1.62M |
FIFTH THIRD BANCORPNEW | +71,082 | $1.43M |
MORGAN STANLEY↑ INC | +53,914 | $54.04M |
Rockefeller Capital Management L.P.↑ INC | +26,951 | $3.52M |
ROYAL BANK OF CANADA↑ INC | +19,855 | $6.15M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -613,891 | $52.63K |
UBS Group AG↓ DEC | -63,873 | $44.29M |
AMERIPRISE FINANCIAL INC↓ DEC | -53,210 | $5.98M |
Advisors Asset Management, Inc.↓ DEC | -35,017 | $2.71M |
Presper Financial Architects, LLC↓ DEC | -34,894 | $201.40K |
Logan Stone Capital, LLC↓ DEC | -26,028 | $271.08K |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -24,712 | $358.36K |
ADAPT WEALTH ADVISORS, LLC↓ DEC | -24,363 | $473.73K |
Invesco Ltd.↓ DEC | -24,235 | $387.65K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -24,108 | $5.93M |