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 |
|---|---|---|---|---|
AMERIPRISE FINANCIAL INCCIK 0000820027 | 1,662,358 | $17.77M | +118,587 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 358,420 | $3.83M | -19,912 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 356,187 | $3.81M | +18,162 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 194,017 | $2.07M | +40,461 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 146,884 | $1.57M | +3,957 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 128,076 | $1.37M | -1,419 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 124,313 | $1.33M | +5,580 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 122,950 | $1.31M | +40,781 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 119,280 | $1.28M | -585 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 112,413 | $1.20M | -3,917 | ↓ DEC |
AE Wealth Management LLCCIK 0001697723 | 106,464 | $1.14M | +14,177 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 87,622 | $936.68K | -69,223 | ↓ DEC |
Equitable Holdings, Inc.CIK 0001333986 | 55,581 | $606.95K | +2,501 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 51,751 | $553.00K | -951 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 51,305 | $548.45K | +2,203 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 49,337 | $527.41K | +49,337 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 41,647 | $445.21K | -2,523 | ↓ DEC |
Diligent Investors, LLCCIK 0001549042 | 39,294 | $420.06K | +161 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 38,566 | $412.26K | -15,305 | ↓ DEC |
Arete Wealth Advisors, LLCCIK 0001600151 | 25,126 | $345.24K | +25,126 | NEW |
Cornerstone Wealth Management, LLCCIK 0001674117 | 30,311 | $324.03K | -3,008 | ↓ DEC |
FSA Advisors, Inc.CIK 0001905627 | 29,177 | $311.90K | -7,242 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 27,889 | $298.13K | +470 | ↑ INC |
Post Resch Tallon Group Inc.CIK 0002054476 | 27,683 | $295.38K | -452 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 25,645 | $274.14K | -308 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
AMERIPRISE FINANCIAL INC↑ INC | +118,587 | $17.77M |
Calamos Advisors LLCNEW | +49,337 | $527.41K |
Cetera Investment Advisers↑ INC | +40,781 | $1.31M |
Invesco Ltd.↑ INC | +40,461 | $2.07M |
Arete Wealth Advisors, LLCNEW | +25,126 | $345.24K |
MORGAN STANLEY↑ INC | +18,162 | $3.81M |
AE Wealth Management LLC↑ INC | +14,177 | $1.14M |
Resurgent Financial Advisors LLCNEW | +12,149 | $129.87K |
RAYMOND JAMES FINANCIAL INC↑ INC | +6,992 | $259.11K |
Shaker Financial Services, LLC↑ INC | +5,580 | $1.33M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LPL Financial LLC↓ DEC | -69,223 | $936.68K |
GUGGENHEIM CAPITAL LLC↓ DEC | -19,912 | $3.83M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -15,305 | $412.26K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -14,516 | $8.15K |
FSA Advisors, Inc.↓ DEC | -7,242 | $311.90K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -4,870 | $153.10K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -4,300 | $660.00 |
Fiera Capital Corp↓ DEC | -3,917 | $1.20M |
Cornerstone Wealth Management, LLC↓ DEC | -3,008 | $324.03K |
BANK OF AMERICA CORP /DE/↓ DEC | -2,523 | $445.21K |