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 | 665,150 | $145.48M | +111,374 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 486,245 | $106.35M | +105,532 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 392,631 | $85.88M | +21,793 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 271,777 | $59.44M | +139,088 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 207,138 | $45.31M | -12,036 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 206,482 | $45.16M | -3,920,656 | ↓ DEC |
Wealthfront Advisers LLCCIK 0001763921 | 185,979 | $40.68M | +33,401 | ↑ INC |
CULLEN/FROST BANKERS, INC.CIK 0000039263 | 178,698 | $39.08M | -6,558 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 167,485 | $36.63M | -8,791 | ↓ DEC |
Sequoia Financial Advisors, LLCCIK 0001599900 | 163,518 | $35.76M | -2,873 | ↓ DEC |
SUMMIT WEALTH & RETIREMENT PLANNING, INC.CIK 0001766995 | 128,389 | $28.08M | -12,096 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 97,668 | $21.11M | -104,772 | ↓ DEC |
Argos Wealth Advisors, LLCCIK 0001809154 | 84,133 | $18.40M | +670 | ↑ INC |
Larson Financial Group LLCCIK 0001731061 | 82,993 | $18.15M | -4,819 | ↓ DEC |
Paul R. Ried Financial Group, LLCCIK 0002033053 | 82,789 | $18.11M | -8,536 | ↓ DEC |
UBS Group AGCIK 0001610520 | 82,044 | $17.94M | +36,345 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 69,522 | $15.21M | -6,686 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 65,232 | $14.27M | -17,013 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 63,462 | $13.88M | -33,608 | ↓ DEC |
Peak Financial Management, Inc.CIK 0001669662 | 61,857 | $13.53M | -10,535 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 60,242 | $13.18M | +2,207 | ↑ INC |
Advance Capital Management, Inc.CIK 0001536029 | 58,375 | $12.77M | -6,492 | ↓ DEC |
MAINSTAY CAPITAL MANAGEMENT LLC /ADVCIK 0001127612 | 53,826 | $11.77M | +53,826 | NEW |
Sound Stewardship, LLCCIK 0001998101 | 48,549 | $10.62M | -9,929 | ↓ DEC |
Towneley Capital Management, Inc / DECIK 0002004980 | 48,320 | $10.57M | +971 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Oasis Advisors, LLCNEW | +460,020 | $4.57M |
AMERIPRISE FINANCIAL INC↑ INC | +139,088 | $59.44M |
MORGAN STANLEY↑ INC | +111,374 | $145.48M |
LPL Financial LLC↑ INC | +105,532 | $106.35M |
MAINSTAY CAPITAL MANAGEMENT LLC /ADVNEW | +53,826 | $11.77M |
PFG Advisors↑ INC | +43,744 | $10.23M |
Private Advisor Group, LLC↑ INC | +41,004 | $10.12M |
UBS Group AG↑ INC | +36,345 | $17.94M |
Wealthfront Advisers LLC↑ INC | +33,401 | $40.68M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +26,773 | $8.64M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -3,920,656 | $45.16M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -104,772 | $21.11M |
Pictet Asset Management Holding SA↓ DEC | -45,290 | $4.99M |
Pines Wealth Management, LLC↓ DEC | -40,228 | $1.07M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -33,608 | $13.88M |
HighTower Advisors, LLC↓ DEC | -28,688 | $8.42M |
Courage Miller Partners, LLC↓ DEC | -20,244 | $9.87M |
STIFEL FINANCIAL CORP↓ DEC | -17,013 | $14.27M |
Castellan Group↓ DEC | -15,101 | $5.00M |
Genesis Financial Group, LLC↓ DEC | -15,033 | $1.41M |