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 | 4,548,235 | $24.20M | +316,261 | ↑ INC |
Formidable Asset Management, LLCCIK 0001592613 | 1,376,536 | $7.10M | -57,281 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,292,854 | $6.88M | +101,590 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 968,170 | $5.15M | +285,144 | ↑ INC |
Sovran Advisors, LLCCIK 0002051471 | 957,497 | $5.06M | +8,987 | ↑ INC |
IHT Wealth Management, LLCCIK 0001697490 | 926,634 | $4.93M | +913,165 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 782,421 | $4.16M | +13,778 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 773,638 | $4.12M | +168,858 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 741,960 | $3.95M | +343,388 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 694,016 | $3.69M | +9,450 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 665,396 | $3.54M | +131,822 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 626,222 | $3.33M | +11,554 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 498,912 | $2.65M | -10,764 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 472,481 | $2.51M | +4,588 | ↑ INC |
EASTERN BANKCIK 0001126395 | 384,930 | $2.05M | – | no_change |
HighPoint Advisor Group LLCCIK 0001616034 | 378,841 | $2.02M | +6,208 | ↑ INC |
VestGen Advisors, LLCCIK 0002050130 | 327,797 | $1.78M | +27,359 | ↑ INC |
Capital Wealth Alliance, LLCCIK 0001803277 | 286,312 | $1.52M | -364,348 | ↓ DEC |
&PARTNERSCIK 0000107136 | 278,193 | $1.48M | +73,350 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 231,537 | $1.23M | +231,537 | NEW |
Navis Wealth Advisors, LLCCIK 0001849055 | 228,275 | $1.21M | +110,905 | ↑ INC |
Moors & Cabot, Inc.CIK 0001607239 | 213,900 | $1.14M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 209,149 | $1.11M | +597 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 202,518 | $1.08M | +202,518 | NEW |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861 | 161,932 | $861.48K | +1,975 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
IHT Wealth Management, LLC↑ INC | +913,165 | $4.93M |
Janney Montgomery Scott LLC↑ INC | +386,270 | $6.95K |
WELLS FARGO & COMPANY/MN↑ INC | +343,388 | $3.95M |
MORGAN STANLEY↑ INC | +316,261 | $24.20M |
OSAIC HOLDINGS, INC.↑ INC | +285,144 | $5.15M |
1607 Capital Partners, LLCNEW | +231,537 | $1.23M |
TWO SIGMA INVESTMENTS, LPNEW | +202,518 | $1.08M |
STIFEL FINANCIAL CORP↑ INC | +168,858 | $4.12M |
Wealthcare Advisory Partners LLCNEW | +146,175 | $777.65K |
Bramshill Investments, LLCNEW | +135,407 | $720.37K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Capital Wealth Alliance, LLC↓ DEC | -364,348 | $1.52M |
JANE STREET GROUP, LLC↓ DEC | -117,618 | $327.14K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -76,806 | $50.23K |
Formidable Asset Management, LLC↓ DEC | -57,281 | $7.10M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -34,944 | $148.18K |
UBS Group AG↓ DEC | -32,987 | $710.17K |
Tiptree Advisors, LLC↓ DEC | -32,370 | $96.61K |
Compound Planning, Inc.↓ DEC | -28,512 | $745.46K |
Baird Financial Group, Inc.↓ DEC | -23,695 | $434.20K |
NOMURA HOLDINGS INC↓ DEC | -20,700 | $82.73K |