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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 28,294,059 | $2.49B | -1,976,457 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 23,258,601 | $2.05B | -1,637,142 | ↓ DEC |
UBS Group AGCIK 0001610520 | 15,300,061 | $1.35B | +6,342,214 | ↑ INC |
FMR LLCCIK 0000315066 | 14,708,899 | $1.30B | -7,705,759 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 13,223,135 | $1.17B | +86,180 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 10,179,920 | $897.46M | -3,562,366 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 8,986,301 | $792.23M | -10,317,674 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 8,623,425 | $760.24M | +1,433,631 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 8,865,334 | $752.93M | -2,979,297 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 7,119,652 | $627.67M | -81,661 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 6,995,965 | $618.93M | -271,854 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 6,449,886 | $568.62M | +4,548,786 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 5,513,280 | $486.05M | -136,210 | ↓ DEC |
Empower Advisory Group, LLCCIK 0001978885 | 5,404,160 | $476.43M | -116,118 | ↓ DEC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 5,840,787 | $474.10M | -510,938 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 5,284,401 | $465.87M | +744,729 | ↑ INC |
TRUIST FINANCIAL CORPCIK 0000092230 | 5,217,656 | $459.99M | -686,425 | ↓ DEC |
HRTG GPE, LLCCIK 0001537455 | 4,508,493 | $397.47M | +1,344,833 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 3,822,912 | $337.03M | -77,649 | ↓ DEC |
KEYBANK NATIONAL ASSOCIATION/OHCIK 0001089877 | 3,617,414 | $318.91M | -90,736 | ↓ DEC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 3,614,120 | $318.62M | -2,994,795 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 3,290,890 | $290.12M | -99,915 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 3,271,417 | $288.41M | -1,118,090 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 3,206,296 | $282.67M | -331,930 | ↓ DEC |
CIBC Bancorp USA Inc.CIK 0001711924 | 2,700,347 | $237.83M | +39,372 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
UBS Group AG↑ INC | +6,342,214 | $1.35B |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +4,548,786 | $568.62M |
Employees Retirement System of Texas↑ INC | +3,049,000 | $290.36K |
BlackRock, Inc.↑ INC | +1,433,631 | $760.24M |
HRTG GPE, LLC↑ INC | +1,344,833 | $397.47M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC | +1,306,890 | $158.70M |
BARCLAYS PLC↑ INC | +878,829 | $77.71M |
Permanens Capital L.P.↑ INC | +763,004 | $166.22M |
NORTHERN TRUST CORP↑ INC | +744,729 | $465.87M |
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCNEW | +599,408 | $52.84M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -10,317,674 | $792.23M |
FMR LLC↓ DEC | -7,705,759 | $1.30B |
LPL Financial LLC↓ DEC | -3,562,366 | $897.46M |
Sumitomo Mitsui Trust Group, Inc.↓ DEC | -2,994,795 | $318.62M |
JPMORGAN CHASE & CO↓ DEC | -2,979,297 | $752.93M |
Concurrent Investment Advisors, LLC↓ DEC | -2,181,499 | $31.14M |
Twin Tree Management, LP↓ DEC | -2,024,932 | $58.24M |
BANK OF AMERICA CORP /DE/↓ DEC | -1,976,457 | $2.49B |
MORGAN STANLEY↓ DEC | -1,637,142 | $2.05B |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,376,336 | $162.05M |