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 | 304,601 | $4.58M | -126 | ↓ DEC |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 256,642 | $3.85M | -3,612 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 158,524 | $2.38M | +10,523 | ↑ INC |
180 WEALTH ADVISORS, LLCCIK 0001730817 | 119,812 | $1.80M | +3,332 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 90,267 | $1.36M | +14,740 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 87,000 | $1.31M | -1,000 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 85,295 | $1.28M | -636 | ↓ DEC |
GABELLI & Co INVESTMENT ADVISERS, INC.CIK 0000932724 | 82,711 | $1.24M | – | no_change |
UBS Group AGCIK 0001610520 | 78,380 | $1.18M | -1,184 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 69,520 | $1.04M | -484 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 69,157 | $1.04M | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 63,559 | $954.65K | -39,030 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 58,803 | $883.22K | +14,001 | ↑ INC |
Beckerman Institutional, LLCCIK 0002043468 | 57,529 | $864.09K | -1,356 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 52,462 | $787.98K | +938 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 45,586 | $684.70K | – | no_change |
STEPHENS INC /AR/CIK 0000757657 | 45,235 | $679.43K | -214 | ↓ DEC |
SILVERLAKE WEALTH MANAGEMENT LLCCIK 0001966026 | 14,928 | $224.23K | +578 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 13,154 | $197.57K | +1,047 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 12,235 | $183.77K | +42 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 11,239 | $168.81K | -10,931 | ↓ DEC |
FIFTH THIRD BANCORPCIK 0000035527 | 11,000 | $165.22K | +11,000 | NEW |
NBC SECURITIES, INC.CIK 0000791540 | 2,870 | $43.11K | – | no_change |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 2,135 | $32.22K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 600 | $9.00K | +575 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +14,740 | $1.36M |
LPL Financial LLC↑ INC | +14,001 | $883.22K |
FIFTH THIRD BANCORPNEW | +11,000 | $165.22K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +10,523 | $2.38M |
180 WEALTH ADVISORS, LLC↑ INC | +3,332 | $1.80M |
Private Advisor Group, LLC↑ INC | +1,047 | $197.57K |
WELLS FARGO & COMPANY/MN↑ INC | +938 | $787.98K |
SILVERLAKE WEALTH MANAGEMENT LLC↑ INC | +578 | $224.23K |
ROYAL BANK OF CANADA↑ INC | +575 | $9.00K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +42 | $183.77K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -39,030 | $954.65K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -10,931 | $168.81K |
PRIVATE MANAGEMENT GROUP INC↓ DEC | -3,612 | $3.85M |
Beckerman Institutional, LLC↓ DEC | -1,356 | $864.09K |
UBS Group AG↓ DEC | -1,184 | $1.18M |
GatePass Capital, LLC↓ DEC | -1,000 | $1.31M |
BANK OF AMERICA CORP /DE/↓ DEC | -636 | $1.28M |
EVOLVE PRIVATE WEALTH, LLC↓ DEC | -484 | $1.04M |
STEPHENS INC /AR/↓ DEC | -214 | $679.43K |
MORGAN STANLEY↓ DEC | -126 | $4.58M |