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 | 6,069,659 | $45.64M | -389,647 | ↓ DEC |
Congress Park Capital LLCCIK 0001730945 | 3,121,323 | $23.47M | +936,565 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 2,944,594 | $22.14M | +19,925 | ↑ INC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 2,897,039 | $21.79M | +2,897,039 | NEW |
LPL Financial LLCCIK 0001403438 | 2,624,135 | $19.73M | -279,246 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,493,861 | $18.75M | +877,608 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 2,164,618 | $16.28M | +1,673,949 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,946,861 | $14.64M | -248,080 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,915,221 | $14.40M | -144,584 | ↓ DEC |
Cyndeo Wealth Partners, LLCCIK 0001950947 | 1,795,370 | $13.50M | +265,100 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 1,716,759 | $12.91M | +19,288 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,576,414 | $11.85M | +193,420 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,552,425 | $11.67M | +145,634 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,279,118 | $9.62M | +178,977 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 939,188 | $7.06M | -64,517 | ↓ DEC |
UBS Group AGCIK 0001610520 | 914,688 | $6.88M | +92,204 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 831,940 | $6.25M | +64,649 | ↑ INC |
Kanen Wealth Management LLCCIK 0001681614 | 813,234 | $6.12M | +45,800 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 730,397 | $5.49M | -30,116 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 713,294 | $5.36M | -163,662 | ↓ DEC |
Ethos Financial Group, LLCCIK 0001954242 | 646,392 | $5.06M | – | no_change |
Logan Stone Capital, LLCCIK 0001535521 | 502,052 | $3.78M | -780,696 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 474,087 | $3.57M | -262,604 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 453,542 | $3.41M | +62,761 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 411,628 | $3.10M | +293,680 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LOOMIS SAYLES & CO L PNEW | +2,897,039 | $21.79M |
1607 Capital Partners, LLC↑ INC | +1,673,949 | $16.28M |
Congress Park Capital LLC↑ INC | +936,565 | $23.47M |
WELLS FARGO & COMPANY/MN↑ INC | +877,608 | $18.75M |
Saba Capital Management, L.P.NEW | +300,025 | $2.26M |
Almitas Capital LLC↑ INC | +293,680 | $3.10M |
Cyndeo Wealth Partners, LLC↑ INC | +265,100 | $13.50M |
Penserra Capital Management LLC↑ INC | +257,602 | $20.92K |
HOURGLASS CAPITAL, LLCNEW | +197,523 | $1.49M |
RAYMOND JAMES FINANCIAL INC↑ INC | +193,420 | $11.85M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Logan Stone Capital, LLC↓ DEC | -780,696 | $3.78M |
MORGAN STANLEY↓ DEC | -389,647 | $45.64M |
LPL Financial LLC↓ DEC | -279,246 | $19.73M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -262,604 | $3.57M |
GUGGENHEIM CAPITAL LLC↓ DEC | -248,080 | $14.64M |
JANE STREET GROUP, LLC↓ DEC | -241,689 | $2.29M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -186,795 | $484.28K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -163,662 | $5.36M |
BANK OF AMERICA CORP /DE/↓ DEC | -144,584 | $14.40M |
Virtu Financial LLC↓ DEC | -84,246 | $95.00 |