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 |
|---|---|---|---|---|
GABELLI & Co INVESTMENT ADVISERS, INC.CIK 0000932724 | 486,810 | $9.32M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 177,208 | $3.39M | +12,694 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 93,889 | $1.80M | -2,548 | ↓ DEC |
UBS Group AGCIK 0001610520 | 92,667 | $1.78M | +3,883 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 77,270 | $1.48M | +777 | ↑ INC |
ADVISORTRUST PARTNERS, LLCCIK 0002115523 | 66,622 | $1.28M | +25,618 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 39,785 | $762.08K | -4,576 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 34,715 | $664.98K | -609 | ↓ DEC |
Live Oak Private Wealth LLCCIK 0001799877 | 19,318 | $370.04K | – | no_change |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861 | 18,845 | $360.98K | +651 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 17,275 | $330.89K | -660 | ↓ DEC |
Sigma Planning CorpCIK 0001449126 | 14,232 | $272.61K | +91 | ↑ INC |
SeaCrest Wealth Management, LLCCIK 0001728121 | 10,075 | $192.99K | -2,125 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 10,048 | $192.00K | -1,283 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 2,783 | $53.73K | +30 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 2,532 | $48.50K | +1,902 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 2,280 | $43.67K | +2,280 | NEW |
US BANCORP \DE\CIK 0000036104 | 2,000 | $38.31K | – | no_change |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 533 | $10.21K | – | no_change |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 150 | $2.87K | +150 | NEW |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
ADVISORTRUST PARTNERS, LLC↑ INC | +25,618 | $1.28M |
MORGAN STANLEY↑ INC | +12,694 | $3.39M |
UBS Group AG↑ INC | +3,883 | $1.78M |
FIFTH THIRD BANCORPNEW | +2,280 | $43.67K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +1,902 | $48.50K |
Private Advisor Group, LLC↑ INC | +777 | $1.48M |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors↑ INC | +651 | $360.98K |
HIGHLINE WEALTH PARTNERS LLCNEW | +150 | $2.87K |
Sigma Planning Corp↑ INC | +91 | $272.61K |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC | +30 | $53.73K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LPL Financial LLC↓ DEC | -4,576 | $762.08K |
OSAIC HOLDINGS, INC.↓ DEC | -2,548 | $1.80M |
SeaCrest Wealth Management, LLC↓ DEC | -2,125 | $192.99K |
ROYAL BANK OF CANADA↓ DEC | -1,283 | $192.00K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -660 | $330.89K |
WELLS FARGO & COMPANY/MN↓ DEC | -609 | $664.98K |