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 | 462,005 | $7.43M | -20,840 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 195,971 | $3.15M | +9,505 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 186,362 | $3.00M | -21,264 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 172,424 | $2.77M | +737 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 124,169 | $2.00M | +3,968 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 112,008 | $1.80M | +1,696 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 96,855 | $1.56M | +37,954 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 47,656 | $766.79K | +451 | ↑ INC |
UBS Group AGCIK 0001610520 | 42,436 | $682.79K | -399 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 39,300 | $632.34K | +7,142 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 37,690 | $606.43K | -143 | ↓ DEC |
BENJAMIN EDWARDS INCCIK 0001451623 | 33,971 | $546.64K | -3,219 | ↓ DEC |
Mezzasalma Advisors, LLCCIK 0001864916 | 32,695 | $526.07K | +330 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 31,799 | $511.65K | +726 | ↑ INC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 30,887 | $496.97K | +1,565 | ↑ INC |
ADAPT WEALTH ADVISORS, LLCCIK 0002013937 | 30,152 | $485.15K | -6,252 | ↓ DEC |
&PARTNERSCIK 0000107136 | 22,920 | $368.78K | +11,470 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 19,340 | $311.18K | +1,528 | ↑ INC |
PMG Family Office LLCCIK 0002102299 | 18,541 | $298.32K | +473 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 17,123 | $283.21K | -10,240 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 16,735 | $269.27K | +2,450 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 15,215 | $244.81K | +260 | ↑ INC |
Waverly Advisors, LLCCIK 0001568787 | 14,958 | $240.67K | -283 | ↓ DEC |
Wilmington Savings Fund Society, FSBCIK 0000900974 | 14,353 | $230.94K | – | no_change |
Kovack Advisors, Inc.CIK 0001728321 | 13,002 | $215.57K | +13,002 | NEW |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +37,954 | $1.56M |
Kovack Advisors, Inc.NEW | +13,002 | $215.57K |
XTX Topco LtdNEW | +12,517 | $201.40K |
&PARTNERS↑ INC | +11,470 | $368.78K |
Virtu Financial LLCNEW | +10,800 | $174.00 |
GUGGENHEIM CAPITAL LLC↑ INC | +9,505 | $3.15M |
Shaker Financial Services, LLC↑ INC | +7,142 | $632.34K |
STIFEL FINANCIAL CORP↑ INC | +3,968 | $2.00M |
Western Wealth Management, LLCNEW | +2,930 | $47.14K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +2,450 | $269.27K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -189,861 | $60.05K |
Strategic Advocates LLC↓ DEC | -27,608 | $7.26K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -21,264 | $3.00M |
MORGAN STANLEY↓ DEC | -20,840 | $7.43M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -10,240 | $283.21K |
HRT FINANCIAL LP↓ DEC | -6,266 | $169.00 |
ADAPT WEALTH ADVISORS, LLC↓ DEC | -6,252 | $485.15K |
BENJAMIN EDWARDS INC↓ DEC | -3,219 | $546.64K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -2,606 | $129.27K |
UBS Group AG↓ DEC | -399 | $682.79K |