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 |
|---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INCCIK 0001085163 | 23,117 | $233.48K | +1,390 | ↑ INC |
Mariner, LLCCIK 0001373442 | 20,074 | $202.75K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 17,484 | $176.63K | -2,948 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 13,721 | $140.71K | -3,604 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 4,679 | $47.26K | +699 | ↑ INC |
Basepoint Wealth LLCCIK 0002088236 | 3,616 | $36.52K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 3,066 | $30.97K | -479 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1,699 | $16.99K | +600 | ↑ INC |
BEACON INVESTMENT ADVISORY SERVICES, INC.CIK 0001654599 | 1,400 | $14.14K | +1,400 | NEW |
RMG Wealth Management LLCCIK 0001844731 | 1,331 | $13.18K | – | no_change |
DiNuzzo Private Wealth, Inc.CIK 0001994563 | 1,222 | $12.34K | – | no_change |
Allworth Financial LPCIK 0001555170 | 1,127 | $11.38K | – | no_change |
Ancora Advisors LLCCIK 0001446114 | 650 | $6.57K | – | no_change |
WINMILL & CO. INCCIK 0000052234 | 100 | $1.01K | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 83 | $838.00 | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $2.00 | – | sold_all |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BEACON INVESTMENT ADVISORY SERVICES, INC.NEW | +1,400 | $14.14K |
SIGMA INVESTMENT COUNSELORS INC↑ INC | +1,390 | $233.48K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +699 | $47.26K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +600 | $16.99K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -3,604 | $140.71K |
OSAIC HOLDINGS, INC.↓ DEC | -2,948 | $176.63K |
MORGAN STANLEY↓ DEC | -479 | $30.97K |
WELLS FARGO & COMPANY/MNsold_all | 0 | $2.00 |