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 |
|---|---|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 1,278,764 | $7.74M | -21,608 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 949,990 | $5.75M | +6,770 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 927,814 | $5.61M | -14,715 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 479,661 | $2.90M | +67,770 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 331,023 | $2.00M | – | no_change |
Plus Group Wealth Advisors LLCCIK 0002109515 | 179,271 | $1.08M | +1,255 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 176,621 | $1.07M | +24,591 | ↑ INC |
Arlington Capital Management, Inc.CIK 0001606507 | 147,065 | $889.74K | +78,501 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 130,004 | $786.52K | +1,696 | ↑ INC |
Balboa Wealth PartnersCIK 0001929008 | 113,258 | $685.21K | +8,679 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 99,791 | $603.74K | +22,425 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 89,631 | $536.89K | -5,000 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 80,083 | $485.00K | +40,507 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 77,394 | $468.23K | +19,506 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 70,007 | $423.54K | -6,637 | ↓ DEC |
Creative PlanningCIK 0001540235 | 56,830 | $343.82K | -496 | ↓ DEC |
Virtue Capital Management, LLCCIK 0001729985 | 57,365 | $340.17K | +52,661 | ↑ INC |
Balefire, LLCCIK 0001750924 | 55,844 | $337.85K | +1,186 | ↑ INC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 52,741 | $319.09K | – | no_change |
Kovack Advisors, Inc.CIK 0001728321 | 52,049 | $314.71K | -6,533 | ↓ DEC |
Pines Wealth Management, LLCCIK 0002037426 | 50,000 | $302.50K | – | no_change |
Wealth Quarterback LLCCIK 0001803386 | 47,101 | $284.96K | +6,442 | ↑ INC |
ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 46,294 | $280.08K | +5,000 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 42,687 | $258.26K | +14,705 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 37,559 | $227.23K | +1,700 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Cambridge Investment Research Advisors, Inc.↑ INC | +186,429 | $3.61K |
Arlington Capital Management, Inc.↑ INC | +78,501 | $889.74K |
OSAIC HOLDINGS, INC.↑ INC | +67,770 | $2.90M |
Virtue Capital Management, LLC↑ INC | +52,661 | $340.17K |
ROYAL BANK OF CANADA↑ INC | +40,507 | $485.00K |
Core Wealth Advisors, Inc.NEW | +34,623 | $209.47K |
Cetera Investment Advisers↑ INC | +24,591 | $1.07M |
CoreCap Advisors, LLC↑ INC | +22,425 | $603.74K |
WEDBUSH SECURITIES INC↑ INC | +19,732 | $569.00 |
Plancorp, LLCNEW | +19,652 | $119.88K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Steward Partners Investment Advisory, LLC↓ DEC | -48,030 | $145.20K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -38,207 | $165.86K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -21,608 | $7.74M |
MORGAN STANLEY↓ DEC | -14,715 | $5.61M |
Private Advisor Group, LLC↓ DEC | -9,913 | $92.69K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -9,875 | $143.12K |
Kestra Advisory Services, LLC↓ DEC | -6,637 | $423.54K |
Kovack Advisors, Inc.↓ DEC | -6,533 | $314.71K |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -5,000 | $536.89K |
Zinnia Wealth Advisory, LLC↓ DEC | -4,361 | $90.85K |