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 | 2,040,936 | $40.76M | +74,896 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,389,272 | $27.74M | +8,322 | ↑ INC |
Chicago Partners Investment Group LLCCIK 0001563525 | 438,083 | $9.17M | -10,857 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 447,633 | $8.94M | +85,560 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 365,133 | $7.29M | -38,820 | ↓ DEC |
Glaxis Capital Management, LLCCIK 0001542161 | 261,800 | $5.23M | +30,000 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 222,370 | $4.44M | -12,251 | ↓ DEC |
NewEdge Wealth, LLCCIK 0001861796 | 195,343 | $3.90M | -18,785 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 177,275 | $3.54M | -6,536 | ↓ DEC |
GREATMARK INVESTMENT PARTNERS, INC.CIK 0001540944 | 170,775 | $3.41M | -1,050 | ↓ DEC |
Pinnacle Financial Partners, Inc.CIK 0002082866 | 167,427 | $3.34M | +1,456 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 151,968 | $3.03M | +4,778 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 145,463 | $2.90M | +2,538 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 132,703 | $2.78M | +22,855 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 136,557 | $2.73M | -21,692 | ↓ DEC |
Sanctuary Advisors, LLCCIK 0001777271 | 121,285 | $2.42M | +14,514 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 103,791 | $2.07M | -20,247 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 92,937 | $1.86M | -965 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 83,006 | $1.66M | +83,006 | NEW |
Oder Investment Management, LLCCIK 0001845109 | 74,570 | $1.49M | +601 | ↑ INC |
Atria Investments, IncCIK 0001535865 | 72,767 | $1.45M | +20,927 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 66,580 | $1.33M | +29,964 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 62,731 | $1.25M | +906 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 59,866 | $1.20M | -10,553 | ↓ DEC |
WJ Financial Advisors LLCCIK 0002095682 | 58,314 | $1.16M | +4,950 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Invesco Ltd.↑ INC | +85,560 | $8.94M |
Advisors Asset Management, Inc.NEW | +83,006 | $1.66M |
MORGAN STANLEY↑ INC | +74,896 | $40.76M |
Belpointe Asset Management LLCNEW | +44,529 | $889.24K |
FIFTH THIRD BANCORP↑ INC | +31,667 | $637.41K |
Glaxis Capital Management, LLC↑ INC | +30,000 | $5.23M |
GUGGENHEIM CAPITAL LLC↑ INC | +29,964 | $1.33M |
Rareview Capital LLC↑ INC | +22,855 | $2.78M |
Atria Investments, Inc↑ INC | +20,927 | $1.45M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +18,448 | $382.09K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -2,308,179 | $174.58K |
Western Wealth Management, LLC↓ DEC | -72,173 | $4.20K |
Logan Stone Capital, LLC↓ DEC | -50,949 | $296.31K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -38,820 | $7.29M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -21,692 | $2.73M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -20,247 | $2.07M |
NewEdge Wealth, LLC↓ DEC | -18,785 | $3.90M |
ROYAL BANK OF CANADA↓ DEC | -12,251 | $4.44M |
Chicago Partners Investment Group LLC↓ DEC | -10,857 | $9.17M |
WELLS FARGO & COMPANY/MN↓ DEC | -10,553 | $1.20M |