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 | 514,942 | $6.65M | +30,447 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 203,815 | $2.63M | +131,431 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 156,391 | $2.02M | -35,404 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 139,065 | $1.80M | -3,067 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 130,047 | $1.68M | -594 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 123,156 | $1.59M | -2,687 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 121,578 | $1.57M | -15,546 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 99,864 | $1.29M | -18,830 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 74,091 | $956.52K | +1 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 55,922 | $721.96K | -33,014 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 47,763 | $616.63K | +1,855 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 45,754 | $590.68K | +4,902 | ↑ INC |
Morey & Quinn Wealth Partners, LLCCIK 0002055521 | 41,477 | $535.46K | – | no_change |
Aviance Capital Partners, LLCCIK 0001542383 | 35,844 | $462.75K | +148 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 33,545 | $433.07K | +863 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 28,109 | $375.94K | +10,002 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 23,998 | $309.81K | -2,358 | ↓ DEC |
World Investment AdvisorsCIK 0001652594 | 23,191 | $299.39K | +23,191 | NEW |
Noble Wealth Management PBCCIK 0002055065 | 21,450 | $276.92K | -4,800 | ↓ DEC |
HOERTKORN RICHARD CHARLESCIK 0001598177 | 14,000 | $180.74K | – | no_change |
UBS Group AGCIK 0001610520 | 13,190 | $170.28K | +559 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 10,331 | $133.37K | -38,073 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 7,191 | $93.00K | +477 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 1,812 | $23.39K | +1,454 | ↑ INC |
SHP Wealth ManagementCIK 0001807060 | 1,007 | $13.00K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +131,431 | $2.63M |
1607 Capital Partners, LLC↑ INC | +30,447 | $6.65M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +27,324 | $8.06K |
World Investment AdvisorsNEW | +23,191 | $299.39K |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +10,002 | $375.94K |
Stratos Wealth Partners, LTD.↑ INC | +4,902 | $590.68K |
RIVERBRIDGE PARTNERS LLC↑ INC | +1,855 | $616.63K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +1,454 | $23.39K |
BANK OF AMERICA CORP /DE/↑ INC | +863 | $433.07K |
UBS Group AG↑ INC | +559 | $170.28K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Hennion & Walsh Asset Management, Inc.↓ DEC | -38,073 | $133.37K |
GUGGENHEIM CAPITAL LLC↓ DEC | -35,404 | $2.02M |
OSAIC HOLDINGS, INC.↓ DEC | -33,014 | $721.96K |
LPL Financial LLC↓ DEC | -18,830 | $1.29M |
Shaker Financial Services, LLC↓ DEC | -15,546 | $1.57M |
Noble Wealth Management PBC↓ DEC | -4,800 | $276.92K |
MORGAN STANLEY↓ DEC | -3,067 | $1.80M |
Capital Investment Advisors, LLC↓ DEC | -2,687 | $1.59M |
AMERIPRISE FINANCIAL INC↓ DEC | -2,358 | $309.81K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -692 | $129.00 |