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 |
|---|---|---|---|---|
UBS Group AGCIK 0001610520 | 649,908 | $10.20M | +11,229 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 529,980 | $8.32M | +51,100 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 272,195 | $4.27M | +4,323 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 254,181 | $3.99M | +2,823 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 205,539 | $3.22M | -6,198 | ↓ DEC |
TSP Capital Management Group, LLCCIK 0001317208 | 201,710 | $3.16M | +72,350 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 196,261 | $3.08M | +8,233 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 181,802 | $2.85M | -1,457 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 119,871 | $1.88M | -1,165 | ↓ DEC |
Advisory Resource GroupCIK 0001764968 | 100,111 | $1.57M | -3,084 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 98,964 | $1.55M | -4,351 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 87,939 | $1.38M | +2,011 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 77,966 | $1.22M | -27,276 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 50,346 | $789.92K | +4,469 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 46,039 | $722.36K | +1,227 | ↑ INC |
Mariner, LLCCIK 0001373442 | 39,676 | $622.51K | -16,456 | ↓ DEC |
SAM Advisors, LLCCIK 0001600944 | 32,089 | $503.47K | +57 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 31,238 | $490.13K | +2,117 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 29,948 | $469.89K | +2,899 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 27,265 | $427.79K | -300 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 25,412 | $400.49K | -300 | ↓ DEC |
KPP Advisory Services LLCCIK 0001989349 | 23,460 | $368.09K | – | no_change |
HighTower Advisors, LLCCIK 0001462245 | 22,958 | $360.20K | -6,413 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 22,770 | $357.26K | +336 | ↑ INC |
Avidian Wealth Enterprises, LLCCIK 0001471474 | 21,999 | $345.16K | +999 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Quantum Portfolio Management LLCNEW | +56,992,288 | $89.42K |
TSP Capital Management Group, LLC↑ INC | +72,350 | $3.16M |
MORGAN STANLEY↑ INC | +51,100 | $8.32M |
COHEN & STEERS, INC.↑ INC | +36,894 | $2.78K |
IHT Wealth Management, LLCNEW | +15,860 | $248.84K |
READYSTATE ASSET MANAGEMENT LPNEW | +12,951 | $203.20K |
UBS Group AG↑ INC | +11,229 | $10.20M |
LPL Financial LLC↑ INC | +8,233 | $3.08M |
Norris Financial Group, LLC↑ INC | +4,500 | $323.21K |
OSAIC HOLDINGS, INC.↑ INC | +4,469 | $789.92K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -27,276 | $1.22M |
Mariner, LLC↓ DEC | -16,456 | $622.51K |
HighTower Advisors, LLC↓ DEC | -6,413 | $360.20K |
GUGGENHEIM CAPITAL LLC↓ DEC | -6,198 | $3.22M |
Fiera Capital Corp↓ DEC | -4,351 | $1.55M |
Advisory Resource Group↓ DEC | -3,084 | $1.57M |
Everstar Asset Management, LLC↓ DEC | -1,900 | $182.32K |
Invesco Ltd.↓ DEC | -1,457 | $2.85M |
Merit Financial Group, LLC↓ DEC | -1,290 | $165.66K |
Geneos Wealth Management Inc.↓ DEC | -1,180 | $23.54K |