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 | 9,745,769 | $171.82M | +549,667 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,218,651 | $21.48M | +64,117 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 948,767 | $16.73M | -575 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 739,258 | $13.03M | +44,205 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 634,556 | $11.19M | -112,065 | ↓ DEC |
Peak Planning Group, LLCCIK 0002097384 | 397,793 | $7.01M | +8,350 | ↑ INC |
MGO ONE SEVEN LLCCIK 0001731444 | 391,175 | $6.90M | +799 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 236,254 | $4.17M | +612 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 179,609 | $3.17M | +11,666 | ↑ INC |
UBS Group AGCIK 0001610520 | 158,615 | $2.80M | +5,977 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 111,850 | $1.97M | -31,259 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 99,580 | $1.76M | -559 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 91,917 | $1.73M | +15,823 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 96,239 | $1.70M | +9,639 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 94,738 | $1.67M | +7,107 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 75,117 | $1.32M | +4,510 | ↑ INC |
IHT Wealth Management, LLCCIK 0001697490 | 73,643 | $1.30M | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 72,161 | $1.27M | +4,668 | ↑ INC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 70,333 | $1.24M | +260 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 68,010 | $1.20M | -36,264 | ↓ DEC |
Onyx Bridge Wealth Group LLCCIK 0001819476 | 67,940 | $1.20M | +4,152 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 67,262 | $1.19M | -514 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 64,833 | $1.14M | -2,237 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 57,026 | $1.01M | +5,800 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 49,419 | $871.26K | -32,907 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +549,667 | $171.82M |
WELLS FARGO & COMPANY/MN↑ INC | +64,117 | $21.48M |
ROYAL BANK OF CANADA↑ INC | +44,205 | $13.03M |
WEDBUSH SECURITIES INC↑ INC | +32,542 | $750.00 |
FIFTH THIRD BANCORP↑ INC | +30,212 | $557.50K |
Rareview Capital LLC↑ INC | +15,823 | $1.73M |
STIFEL FINANCIAL CORP↑ INC | +11,666 | $3.17M |
Rockefeller Capital Management L.P.↑ INC | +9,950 | $533.60K |
BANK OF AMERICA CORP /DE/↑ INC | +9,639 | $1.70M |
Peak Planning Group, LLC↑ INC | +8,350 | $7.01M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Invesco Ltd.↓ DEC | -112,065 | $11.19M |
Shaker Financial Services, LLC↓ DEC | -36,264 | $1.20M |
GUGGENHEIM CAPITAL LLC↓ DEC | -32,907 | $871.26K |
OSAIC HOLDINGS, INC.↓ DEC | -31,259 | $1.97M |
JANE STREET GROUP, LLC↓ DEC | -30,094 | $297.44K |
Gateway Wealth Partners, LLC↓ DEC | -25,337 | $249.92K |
Magnus Financial Group LLC↓ DEC | -9,936 | $756.98K |
Gridiron Partners, LLC↓ DEC | -7,213 | $338.42K |
Kestra Advisory Services, LLC↓ DEC | -5,893 | $474.20K |
Janney Montgomery Scott LLC↓ DEC | -4,950 | $788.00 |