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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 274,408 | $4.56M | -5,011 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 237,348 | $3.94M | -1,111 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 217,490 | $3.61M | +6,786 | ↑ INC |
Sowell Financial Services LLCCIK 0001633697 | 207,722 | $3.45M | +5 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 199,205 | $3.31M | +40,421 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 156,513 | $2.60M | +11,486 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 126,131 | $2.09M | -1,520 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 124,767 | $2.07M | -1,404 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 96,006 | $1.59M | +24,292 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 93,004 | $1.54M | -2,545 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 72,097 | $1.20M | -72,968 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 67,890 | $1.13M | -2,511 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 45,067 | $748.11K | – | no_change |
Independent Advisor AllianceCIK 0001696899 | 44,242 | $734.42K | -38,960 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 43,105 | $715.54K | -439 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 40,976 | $680.20K | -333 | ↓ DEC |
CEERA INVESTMENTS, LLCCIK 0001860698 | 33,670 | $558.92K | -1,900 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 30,192 | $501.19K | +7,680 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 28,839 | $478.72K | +9,014 | ↑ INC |
SEAMOUNT FINANCIAL GROUP INCCIK 0002011267 | 20,790 | $345.12K | – | no_change |
Mallini Complete Financial Planning LLCCIK 0002049540 | 18,571 | $308.29K | +180 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 17,142 | $284.58K | -2,178 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 16,767 | $278.33K | +21 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 14,650 | $243.19K | +2,385 | ↑ INC |
Kovack Advisors, Inc.CIK 0001728321 | 12,946 | $217.23K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +140,090 | $19.57K |
Hennion & Walsh Asset Management, Inc.↑ INC | +40,421 | $3.31M |
GUGGENHEIM CAPITAL LLC↑ INC | +24,292 | $1.59M |
LPL Financial LLC↑ INC | +11,486 | $2.60M |
Cetera Investment Advisers↑ INC | +9,014 | $478.72K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +7,680 | $501.19K |
Noble Wealth Management PBC↑ INC | +6,786 | $3.61M |
HighTower Advisors, LLC↑ INC | +2,385 | $243.19K |
IFG Advisory, LLCNEW | +1,030 | $17.10K |
HARBOUR INVESTMENTS, INC.↑ INC | +709 | $28.39K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↓ DEC | -72,968 | $1.20M |
Independent Advisor Alliance↓ DEC | -38,960 | $734.42K |
Strategic Advocates LLC↓ DEC | -27,428 | $1.63K |
BANK OF AMERICA CORP /DE/↓ DEC | -5,011 | $4.56M |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -3,457 | $1.11K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -3,294 | $14.92K |
MORGAN STANLEY↓ DEC | -2,545 | $1.54M |
Fiera Capital Corp↓ DEC | -2,511 | $1.13M |
WEDBUSH SECURITIES INC↓ DEC | -2,420 | $208.00 |
UBS Group AG↓ DEC | -2,183 | $110.37K |