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 | 2,745,407 | $30.20M | +769,154 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 793,562 | $8.73M | +37,748 | ↑ INC |
UBS Group AGCIK 0001610520 | 660,462 | $7.27M | +40,088 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 341,918 | $3.76M | +27,215 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 315,638 | $3.47M | +7,509 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 246,200 | $2.71M | +78,005 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 212,945 | $2.34M | +94,373 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 180,612 | $2.27M | +30,803 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 168,693 | $1.86M | -6,695 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 153,124 | $1.68M | +34,575 | ↑ INC |
Significant Wealth Partners LLCCIK 0001964680 | 141,149 | $1.55M | +141,149 | NEW |
Capital Investment Advisors, LLCCIK 0001582732 | 140,325 | $1.54M | -2,728 | ↓ DEC |
Kovack Advisors, Inc.CIK 0001728321 | 135,026 | $1.48M | -22,857 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 116,691 | $1.28M | -4,408 | ↓ DEC |
Joseph P. Lucia & Associates, LLCCIK 0001775391 | 99,034 | $1.09M | -6,383 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 96,405 | $1.06M | +4,565 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 83,144 | $914.59K | -7,094 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 76,943 | $846.00K | -41,966 | ↓ DEC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 76,042 | $836.46K | -226,958 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 75,056 | $825.62K | +4,114 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 65,910 | $725.02K | +2,243 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 52,154 | $589.86K | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 51,222 | $563.44K | +2,815 | ↑ INC |
Virtus Investment Advisers, LLCCIK 0000019481 | 48,573 | $534.30K | -7,836 | ↓ DEC |
Bramshill Investments, LLCCIK 0001619899 | 47,137 | $518.51K | -299 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +769,154 | $30.20M |
Significant Wealth Partners LLCNEW | +141,149 | $1.55M |
LPL Financial LLC↑ INC | +94,373 | $2.34M |
Logan Stone Capital, LLC↑ INC | +78,005 | $2.71M |
COHEN & STEERS, INC.↑ INC | +50,000 | $966.00 |
UBS Group AG↑ INC | +40,088 | $7.27M |
FIFTH THIRD BANCORP↑ INC | +39,592 | $437.71K |
GUGGENHEIM CAPITAL LLC↑ INC | +37,748 | $8.73M |
Invesco Ltd.↑ INC | +34,575 | $1.68M |
Rareview Capital LLC↑ INC | +30,803 | $2.27M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -226,958 | $836.46K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -207,738 | $883.00 |
JANE STREET GROUP, LLC↓ DEC | -98,018 | $129.40K |
Allspring Global Investments Holdings, LLC↓ DEC | -97,477 | $111.78K |
Penserra Capital Management LLC↓ DEC | -89,528 | $12.29K |
ROYAL BANK OF CANADA↓ DEC | -41,966 | $846.00K |
Strategic Advocates LLC↓ DEC | -38,712 | $1.49K |
Arax Advisory Partners↓ DEC | -32,477 | $55.00K |
Kovack Advisors, Inc.↓ DEC | -22,857 | $1.48M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -22,095 | $225.63K |