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 |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 2,238,255 | $18.29M | +6,223 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,936,190 | $15.82M | +33,551 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,210,724 | $9.89M | -18,436 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,148,133 | $9.38M | +59,273 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 956,309 | $7.81M | -37,021 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 725,750 | $5.93M | +32,257 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 485,611 | $3.97M | +47,158 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 427,823 | $3.48M | +19,514 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 247,420 | $2.02M | -166,683 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 225,692 | $1.84M | +26,933 | ↑ INC |
Financial Alternatives, IncCIK 0001967227 | 188,665 | $1.54M | -826 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 159,954 | $1.31M | -13,203 | ↓ DEC |
IHT Wealth Management, LLCCIK 0001697490 | 156,005 | $1.27M | -9,234 | ↓ DEC |
Creative PlanningCIK 0001540235 | 150,479 | $1.23M | -25,955 | ↓ DEC |
&PARTNERSCIK 0000107136 | 149,286 | $1.22M | +76,810 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 134,957 | $1.10M | +6,395 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 133,982 | $1.09M | +15,950 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 133,176 | $1.09M | -359 | ↓ DEC |
First Heartland Consultants, Inc.CIK 0001428793 | 125,241 | $1.02M | +10,743 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 120,616 | $985.43K | +102,588 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 116,319 | $951.00K | +4,183 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 101,258 | $827.28K | +6,100 | ↑ INC |
UBS Group AGCIK 0001610520 | 92,297 | $754.07K | -7,901 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 87,123 | $711.79K | -9,010 | ↓ DEC |
Ausdal Financial Partners, Inc.CIK 0001667146 | 85,360 | $697.39K | -1,686 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Steward Partners Investment Advisory, LLC↑ INC | +102,588 | $985.43K |
&PARTNERS↑ INC | +76,810 | $1.22M |
GUGGENHEIM CAPITAL LLC↑ INC | +59,273 | $9.38M |
Advisors Asset Management, Inc.↑ INC | +47,158 | $3.97M |
RAYMOND JAMES FINANCIAL INC↑ INC | +33,551 | $15.82M |
MORGAN STANLEY↑ INC | +32,257 | $5.93M |
Focus Partners Wealth↑ INC | +26,933 | $1.84M |
Pointe Capital Management LLC↑ INC | +24,567 | $692.18K |
AMERIPRISE FINANCIAL INC↑ INC | +19,514 | $3.48M |
Calamos Advisors LLC↑ INC | +15,950 | $1.09M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↓ DEC | -166,683 | $2.02M |
RPO LLC↓ DEC | -117,468 | $158.84K |
BOOTHBAY FUND MANAGEMENT, LLC↓ DEC | -47,228 | $173.43K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -43,227 | $51.44K |
Invesco Ltd.↓ DEC | -37,021 | $7.81M |
Creative Planning↓ DEC | -25,955 | $1.23M |
COHEN & STEERS, INC.↓ DEC | -25,000 | $1.97K |
JANE STREET GROUP, LLC↓ DEC | -24,798 | $87.61K |
OSAIC HOLDINGS, INC.↓ DEC | -18,436 | $9.89M |
BANK OF AMERICA CORP /DE/↓ DEC | -13,203 | $1.31M |