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 |
|---|---|---|---|---|
Saba Capital Management, L.P.CIK 0001510281 | 1,305,586 | $8.70M | -443,329 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,244,210 | $8.29M | +127,794 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,101,262 | $7.33M | -16,156 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 982,438 | $6.54M | +81,985 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 542,235 | $3.61M | +3,055 | ↑ INC |
Waterfront Wealth Inc.CIK 0001775210 | 485,865 | $3.24M | +485,865 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 383,401 | $2.55M | +234,278 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 312,161 | $2.08M | +83,855 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 296,787 | $1.98M | +245,596 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 207,969 | $1.39M | -62,140 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 173,595 | $1.16M | -22,163 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 172,541 | $1.15M | +123,686 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 151,068 | $1.01M | -4,529 | ↓ DEC |
Arkadios Wealth AdvisorsCIK 0001800798 | 133,618 | $889.90K | – | no_change |
&PARTNERSCIK 0000107136 | 129,179 | $860.33K | +72,456 | ↑ INC |
Avory & Company, LLCCIK 0001842766 | 94,848 | $631.69K | – | no_change |
LPL Financial LLCCIK 0001403438 | 92,604 | $616.74K | +2,938 | ↑ INC |
Navis Wealth Advisors, LLCCIK 0001849055 | 74,404 | $495.53K | +74,404 | NEW |
STATE OF WISCONSIN INVESTMENT BOARDCIK 0000854157 | 67,425 | $449.05K | – | no_change |
Kingsview Wealth Management, LLCCIK 0001791965 | 54,080 | $360.17K | +443 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 46,495 | $309.66K | +46,495 | NEW |
NWF Advisory Services Inc.CIK 0002045735 | 38,000 | $253.08K | -8,000 | ↓ DEC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 35,744 | $238.05K | +859 | ↑ INC |
DECISION INVESTMENTS, INCCIK 0002111652 | 26,590 | $177.09K | -202 | ↓ DEC |
HB Wealth Management, LLCCIK 0001911253 | 26,420 | $175.96K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Waterfront Wealth Inc.NEW | +485,865 | $3.24M |
Invesco Ltd.↑ INC | +245,596 | $1.98M |
RAYMOND JAMES FINANCIAL INC↑ INC | +234,278 | $2.55M |
MORGAN STANLEY↑ INC | +127,794 | $8.29M |
GUGGENHEIM CAPITAL LLC↑ INC | +123,686 | $1.15M |
Private Advisor Group, LLC↑ INC | +83,855 | $2.08M |
Bulldog Investors, LLP↑ INC | +81,985 | $6.54M |
Navis Wealth Advisors, LLCNEW | +74,404 | $495.53K |
&PARTNERS↑ INC | +72,456 | $860.33K |
FIFTH THIRD BANCORPNEW | +46,495 | $309.66K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -443,329 | $8.70M |
Shaker Financial Services, LLC↓ DEC | -65,187 | $80.17K |
1607 Capital Partners, LLC↓ DEC | -62,140 | $1.39M |
BANK OF AMERICA CORP /DE/↓ DEC | -22,163 | $1.16M |
UBS Group AG↓ DEC | -20,649 | $72.42K |
Allspring Global Investments Holdings, LLC↓ DEC | -16,156 | $7.33M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC | -13,375 | $32.07K |
NWF Advisory Services Inc.↓ DEC | -8,000 | $253.08K |
OSAIC HOLDINGS, INC.↓ DEC | -4,529 | $1.01M |
Moors & Cabot, Inc.↓ DEC | -1,575 | $155.34K |