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總覽財報趨勢法說會期權機構持股內部人公司行動SEC 文件
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機構持股 · 13F

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。

持倉結構

機構持股–
內部人–
機構家數31
機構 –內部人 –其他流通 100.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$26.11M已顯示持有人市值總和
淨持倉變化10 增持 · 10 減持本季變動最大的機構

依市值排序的前幾大持有人

顯示 25 筆
申報機構持股數市值Δ 持股變動
AMERIPRISE FINANCIAL INCCIK 0000820027
296,505$5.38M+46,605↑ INC
Advisors Asset Management, Inc.CIK 0001297376
156,726$2.84M+1,374↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
117,760$2.13M-5,941↓ DEC
EverSource Wealth Advisors, LLCCIK 0001710537
34,830$1.76M+34,330↑ INC
MORGAN STANLEYCIK 0000895421
93,597$1.70M-6,391↓ DEC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
72,639$1.32M-8,081↓ DEC
Fiera Capital CorpCIK 0001505817
65,360$1.18M-2,333↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
57,415$1.04M-21,004↓ DEC
Invesco Ltd.CIK 0000914208
50,435$914.39K+12,256↑ INC
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767
48,428$878.00K–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
47,711$865.01K+4,039↑ INC
Venture Visionary Partners LLCCIK 0001792283
46,757$847.71K+5,017↑ INC
Compound Planning, Inc.CIK 0001978879
41,609$754.36K-96↓ DEC
Cetera Investment AdvisersCIK 0001666741
40,038$725.89K+22,527↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
35,876$650.43K+4,035↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
29,583$536.34K+16,005↑ INC
Concorde Asset Management, LLCCIK 0001631773
27,080$494.87K+4,230↑ INC
Baird Financial Group, Inc.CIK 0001648711
22,091$400.51K+240↑ INC
Closed-End Fund Advisors, Inc.CIK 0002103520
20,810$377.29K–no_change
LPL Financial LLCCIK 0001403438
19,136$346.93K+7,572↑ INC
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
18,671$338.50K+47↑ INC
Sowell Financial Services LLCCIK 0001633697
18,576$336.78K–no_change
STIFEL FINANCIAL CORPCIK 0000720672
11,962$216.87K-8↓ DEC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604
2,760$50.36K-200↓ DEC
UBS Group AGCIK 0001610520
1,236$22.41K-5,829↓ DEC

增持最多(買方)

申報機構Δ 持股市值
AMERIPRISE FINANCIAL INC↑ INC
+46,605$5.38M
EverSource Wealth Advisors, LLC↑ INC
+34,330$1.76M
Cetera Investment Advisers↑ INC
+22,527$725.89K
Hennion & Walsh Asset Management, Inc.↑ INC
+16,005$536.34K
Invesco Ltd.↑ INC
+12,256$914.39K
LPL Financial LLC↑ INC
+7,572$346.93K
Venture Visionary Partners LLC↑ INC
+5,017$847.71K
Concorde Asset Management, LLC↑ INC
+4,230$494.87K
RAYMOND JAMES FINANCIAL INC↑ INC
+4,039$865.01K
FIRST TRUST ADVISORS LP↑ INC
+4,035$650.43K

減持最多(賣方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↓ DEC
-130,542$17.41K
OSAIC HOLDINGS, INC.↓ DEC
-21,004$1.04M
Thomas J. Herzfeld Advisors, Inc.↓ DEC
-8,081$1.32M
MORGAN STANLEY↓ DEC
-6,391$1.70M
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-5,941$2.13M
UBS Group AG↓ DEC
-5,829$22.41K
Fiera Capital Corp↓ DEC
-2,333$1.18M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC
-200$50.36K
Compound Planning, Inc.↓ DEC
-96$754.36K
STIFEL FINANCIAL CORP↓ DEC
-8$216.87K