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 | 1,214,485 | $14.77M | -473,614 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,044,355 | $12.70M | -74,964 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 712,545 | $8.66M | +77,990 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 681,888 | $8.29M | +7,158 | ↑ INC |
UBS Group AGCIK 0001610520 | 588,675 | $7.16M | +394 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 259,776 | $3.16M | +13,909 | ↑ INC |
Wagner Wealth Management, LLCCIK 0001728657 | 256,097 | $3.11M | +22,921 | ↑ INC |
Arkadios Wealth AdvisorsCIK 0001800798 | 234,328 | $2.85M | +234,212 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 186,354 | $2.27M | -55,613 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 170,394 | $2.07M | +13,028 | ↑ INC |
HUB Investment Partners, LLCCIK 0001841815 | 169,996 | $2.07M | +500 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 165,329 | $2.01M | +11,781 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 106,215 | $1.29M | -1,902 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 95,459 | $1.16M | -797 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 91,627 | $1.11M | +473 | ↑ INC |
Whipplewood Advisors, LLCCIK 0002052510 | 81,888 | $995.76K | -1,068 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 72,538 | $882.06K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 65,637 | $798.00K | +315 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 59,435 | $722.73K | +4,138 | ↑ INC |
&PARTNERSCIK 0000107136 | 52,518 | $638.62K | +9,162 | ↑ INC |
Retirement Planning Group, LLCCIK 0001508195 | 45,552 | $553.91K | +45,552 | NEW |
Capital Investment Advisors, LLCCIK 0001582732 | 44,389 | $539.77K | -7,075 | ↓ DEC |
LexAurum Advisors, LLCCIK 0001729677 | 43,704 | $531.43K | -10,418 | ↓ DEC |
Davis Investment Partners, LLCCIK 0001963865 | 43,006 | $522.95K | +793 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 41,738 | $507.53K | -88,912 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Arkadios Wealth Advisors↑ INC | +234,212 | $2.85M |
Hennion & Walsh Asset Management, Inc.↑ INC | +77,990 | $8.66M |
Retirement Planning Group, LLCNEW | +45,552 | $553.91K |
CIBC Bancorp USA Inc.NEW | +24,324 | $295.78K |
Wagner Wealth Management, LLC↑ INC | +22,921 | $3.11M |
VAN ECK ASSOCIATES CORP↑ INC | +21,328 | $3.19K |
Kestra Advisory Services, LLC↑ INC | +14,882 | $262.09K |
Cambridge Investment Research Advisors, Inc.↑ INC | +14,429 | $710.00 |
RAYMOND JAMES FINANCIAL INC↑ INC | +13,909 | $3.16M |
Cetera Investment Advisers↑ INC | +13,028 | $2.07M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -473,614 | $14.77M |
Penserra Capital Management LLC↓ DEC | -176,917 | $14.00 |
Advisors Asset Management, Inc.↓ DEC | -88,912 | $507.53K |
GUGGENHEIM CAPITAL LLC↓ DEC | -74,964 | $12.70M |
LPL Financial LLC↓ DEC | -55,613 | $2.27M |
Marex Group Ltd↓ DEC | -41,930 | $124.03K |
Wealth Quarterback LLC↓ DEC | -23,314 | $375.46K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -17,079 | $138.14K |
LexAurum Advisors, LLC↓ DEC | -10,418 | $531.43K |
Capital Investment Advisors, LLC↓ DEC | -7,075 | $539.77K |