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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 406,754 | $6.54M | +26,494 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 383,342 | $6.17M | +273,409 | ↑ INC |
UBS Group AGCIK 0001610520 | 296,192 | $4.77M | -11,652 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 112,086 | $1.80M | -5,493 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 92,090 | $1.48M | +269 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 76,478 | $1.23M | +586 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 67,631 | $1.09M | -60,888 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 62,691 | $1.01M | +8,328 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 61,234 | $985.25K | +1,046 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 33,207 | $534.30K | -3,375 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 22,610 | $363.80K | +10,836 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 22,442 | $361.09K | +5,912 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 21,605 | $347.63K | -3,300 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 18,286 | $294.22K | +1,270 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 10,424 | $167.73K | – | no_change |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 9,136 | $144.35K | +5,377 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 6,213 | $100.00K | -920 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 2,212 | $35.59K | +1,000 | ↑ INC |
Olistico Wealth, LLCCIK 0001962695 | 1,058 | $17.02K | -410 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 1,000 | $16.09K | – | no_change |
SIT INVESTMENT ASSOCIATES INCCIK 0000769317 | 855,799 | $13.77K | +87,813 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 799 | $12.86K | – | no_change |
AdvisorNet Financial, IncCIK 0001409362 | 708 | $11.40K | – | no_change |
Janney Montgomery Scott LLCCIK 0001329948 | 30,483 | $490.00 | -2 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 1 | $16.00 | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Karpus Management, Inc.↑ INC | +273,409 | $6.17M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +87,813 | $13.77K |
1607 Capital Partners, LLC↑ INC | +26,494 | $6.54M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +10,836 | $363.80K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +8,328 | $1.01M |
STIFEL FINANCIAL CORP↑ INC | +5,912 | $361.09K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +5,377 | $144.35K |
AMERIPRISE FINANCIAL INC↑ INC | +1,270 | $294.22K |
Whipplewood Advisors, LLC↑ INC | +1,046 | $985.25K |
OSAIC HOLDINGS, INC.↑ INC | +1,000 | $35.59K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -60,888 | $1.09M |
UBS Group AG↓ DEC | -11,652 | $4.77M |
MORGAN STANLEY↓ DEC | -5,493 | $1.80M |
Hennion & Walsh Asset Management, Inc.↓ DEC | -3,375 | $534.30K |
BANK OF AMERICA CORP /DE/↓ DEC | -3,300 | $347.63K |
ROYAL BANK OF CANADA↓ DEC | -920 | $100.00K |
Olistico Wealth, LLC↓ DEC | -410 | $17.02K |
Janney Montgomery Scott LLC↓ DEC | -2 | $490.00 |