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 |
|---|---|---|---|---|
Karpus Management, Inc.CIK 0001048703 | 3,291,016 | $29.95M | -424,533 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 1,140,943 | $10.38M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 463,366 | $4.22M | +286,839 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 429,722 | $3.91M | -1,488 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 320,511 | $2.92M | -6,302 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 271,935 | $2.47M | +157 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 228,736 | $2.08M | -324,341 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 129,200 | $1.18M | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 126,286 | $1.15M | – | no_change |
Dakota Wealth ManagementCIK 0001631353 | 120,861 | $1.10M | -1,800 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 111,851 | $1.02M | -553,968 | ↓ DEC |
Nuveen, LLCCIK 0001871926 | 79,026 | $719.14K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 70,959 | $646.00K | +9,965 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 68,002 | $618.82K | -270 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 60,501 | $550.57K | +22,971 | ↑ INC |
UBS Group AGCIK 0001610520 | 57,138 | $519.96K | -2,590 | ↓ DEC |
&PARTNERSCIK 0000107136 | 52,900 | $481.39K | +2,817 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 51,650 | $470.01K | +18,500 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 51,462 | $468.30K | -1 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 48,628 | $442.51K | -38,358 | ↓ DEC |
Summit Trail Advisors, LLCCIK 0001698478 | 47,273 | $430.18K | +36,425 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 45,681 | $415.70K | -502 | ↓ DEC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 36,437 | $331.58K | +8,187 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 33,520 | $305.03K | -2,500 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 32,185 | $292.88K | +10,585 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BANK OF AMERICA CORP /DE/↑ INC | +286,839 | $4.22M |
Summit Trail Advisors, LLC↑ INC | +36,425 | $430.18K |
Cambridge Investment Research Advisors, Inc.↑ INC | +31,951 | $521.00 |
Kestra Advisory Services, LLC↑ INC | +28,304 | $282.82K |
VAN ECK ASSOCIATES CORP↑ INC | +25,612 | $2.32K |
MORGAN STANLEY↑ INC | +22,971 | $550.57K |
Concurrent Investment Advisors, LLC↑ INC | +18,500 | $470.01K |
OSAIC HOLDINGS, INC.↑ INC | +10,585 | $292.88K |
SIT INVESTMENT ASSOCIATES INC↑ INC | +10,207 | $90.03K |
ROYAL BANK OF CANADA↑ INC | +9,965 | $646.00K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Fiera Capital Corp↓ DEC | -553,968 | $1.02M |
Karpus Management, Inc.↓ DEC | -424,533 | $29.95M |
LPL Financial LLC↓ DEC | -324,341 | $2.08M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -38,358 | $442.51K |
COHEN & STEERS, INC.↓ DEC | -30,000 | $819.00 |
Rockefeller Capital Management L.P.↓ DEC | -19,966 | $13.14K |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC↓ DEC | -11,597 | $215.28K |
Wellspring Financial Advisors, LLC↓ DEC | -7,400 | $243.21K |
Focus Partners Wealth↓ DEC | -6,302 | $2.92M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -5,829 | $45.49K |