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 | 642,649 | $8.02M | -49,952 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 325,475 | $4.06M | +38,274 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 317,571 | $3.96M | -17,917 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 300,565 | $3.75M | +2,736 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 139,542 | $1.74M | -53,100 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 121,187 | $1.51M | +35,410 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 115,218 | $1.44M | +9,342 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 108,303 | $1.35M | +18,381 | ↑ INC |
Live Oak Private Wealth LLCCIK 0001799877 | 84,169 | $1.05M | – | no_change |
Compound Planning, Inc.CIK 0001978879 | 82,183 | $1.03M | +57,770 | ↑ INC |
UBS Group AGCIK 0001610520 | 79,279 | $989.40K | +5,255 | ↑ INC |
&PARTNERSCIK 0000107136 | 49,846 | $622.08K | +4,846 | ↑ INC |
Alessandra Capital Management, LLCCIK 0002132506 | 49,524 | $618.06K | +3,624 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 44,425 | $554.45K | -4,653 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 35,931 | $448.42K | +660 | ↑ INC |
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861 | 35,754 | $446.20K | +3,198 | ↑ INC |
C2C Wealth Management, LLCCIK 0001868903 | 26,232 | $327.38K | +7,000 | ↑ INC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 25,627 | $319.83K | +564 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 23,900 | $298.27K | -4,300 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 23,650 | $297.52K | – | no_change |
Kovack Advisors, Inc.CIK 0001728321 | 22,731 | $285.27K | +7,348 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 22,107 | $275.89K | -2,204 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 21,193 | $264.49K | +21,193 | NEW |
Cyndeo Wealth Partners, LLCCIK 0001950947 | 20,323 | $253.63K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 19,018 | $237.34K | -907 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Compound Planning, Inc.↑ INC | +57,770 | $1.03M |
Z3 Capital Partners, LLC↑ INC | +38,274 | $4.06M |
WELLS FARGO & COMPANY/MN↑ INC | +35,410 | $1.51M |
Kestra Advisory Services, LLCNEW | +21,193 | $264.49K |
LPL Financial LLC↑ INC | +18,381 | $1.35M |
XTX Topco LtdNEW | +11,955 | $149.20K |
OPPENHEIMER & CO INC↑ INC | +9,342 | $1.44M |
Kovack Advisors, Inc.↑ INC | +7,348 | $285.27K |
C2C Wealth Management, LLC↑ INC | +7,000 | $327.38K |
UBS Group AG↑ INC | +5,255 | $989.40K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -53,100 | $1.74M |
MORGAN STANLEY↓ DEC | -49,952 | $8.02M |
Farther Finance Advisors, LLC↓ DEC | -42,918 | $53.50K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -35,748 | $368.00 |
Invesco Ltd.↓ DEC | -17,917 | $3.96M |
OSAIC HOLDINGS, INC.↓ DEC | -4,653 | $554.45K |
NWF Advisory Services Inc.↓ DEC | -4,300 | $298.27K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -2,204 | $275.89K |
Cetera Investment Advisers↓ DEC | -1,171 | $127.66K |
BANK OF AMERICA CORP /DE/↓ DEC | -907 | $237.34K |