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 | 511,758 | $4.27M | +14,451 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 376,878 | $3.15M | -608 | ↓ DEC |
Wealthcare Advisory Partners LLCCIK 0001683059 | 368,158 | $3.07M | -67,397 | ↓ DEC |
Capital Wealth Alliance, LLCCIK 0001803277 | 351,123 | $2.93M | -14,448 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 290,575 | $2.43M | -4,618 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 281,548 | $2.35M | +2,334 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 245,579 | $2.05M | -109,927 | ↓ DEC |
VestGen Advisors, LLCCIK 0002050130 | 159,600 | $1.35M | +21,500 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 141,257 | $1.18M | -7,012 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 135,051 | $1.13M | +15,378 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 120,247 | $1.00M | -5,076 | ↓ DEC |
Navis Wealth Advisors, LLCCIK 0001849055 | 58,711 | $490.24K | +58,711 | NEW |
Brookstone Capital ManagementCIK 0001599584 | 52,796 | $440.85K | +38,536 | ↑ INC |
Moors & Cabot, Inc.CIK 0001607239 | 50,000 | $417.50K | – | no_change |
Summit Financial, LLCCIK 0001765536 | 49,365 | $412.20K | +19,007 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 44,000 | $367.40K | – | no_change |
DECISION INVESTMENTS, INCCIK 0002111652 | 42,010 | $350.78K | +300 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 41,834 | $349.31K | – | no_change |
Samalin Investment Counsel, LLCCIK 0001544366 | 40,827 | $340.90K | -9,244 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 40,202 | $335.68K | -521 | ↓ DEC |
STEPHENS INC /AR/CIK 0000757657 | 40,148 | $335.24K | +1,222 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 40,099 | $334.82K | -12,518 | ↓ DEC |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 38,800 | $323.98K | – | no_change |
Oxbow Advisors, LLCCIK 0001564770 | 38,450 | $321.06K | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 35,417 | $295.73K | +15,232 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Navis Wealth Advisors, LLCNEW | +58,711 | $490.24K |
Brookstone Capital Management↑ INC | +38,536 | $440.85K |
VestGen Advisors, LLC↑ INC | +21,500 | $1.35M |
Summit Financial, LLC↑ INC | +19,007 | $412.20K |
GK Wealth Management LLCNEW | +16,200 | $132.52K |
Private Advisor Group, LLC↑ INC | +15,378 | $1.13M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +15,232 | $295.73K |
MORGAN STANLEY↑ INC | +14,451 | $4.27M |
GUGGENHEIM CAPITAL LLC↑ INC | +10,378 | $206.30K |
WEDBUSH SECURITIES INC↑ INC | +6,462 | $175.00 |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -119,555 | $189.35K |
BANK OF AMERICA CORP /DE/↓ DEC | -109,927 | $2.05M |
Wealthcare Advisory Partners LLC↓ DEC | -67,397 | $3.07M |
Capital Wealth Alliance, LLC↓ DEC | -14,448 | $2.93M |
OSAIC HOLDINGS, INC.↓ DEC | -12,518 | $334.82K |
Samalin Investment Counsel, LLC↓ DEC | -9,244 | $340.90K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC | -7,426 | $170.52K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -7,012 | $1.18M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -6,628 | $144.35K |
STIFEL FINANCIAL CORP↓ DEC | -5,076 | $1.00M |