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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56
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$47.58M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
BHK Investment Advisors, LLCCIK 0001710539
377,530$6.51M+6,867↑ INC
Global Wealth Strategies & AssociatesCIK 0001912297
286,823$4.94M+40,712↑ INC
BARINGS LLCCIK 0000009015
219,664$3.79M–no_change
Secure Asset Management, LLCCIK 0001800692
200,848$3.46M+81,910↑ INC
Cetera Investment AdvisersCIK 0001666741
180,395$3.11M+90,542↑ INC
MORGAN STANLEYCIK 0000895421
177,539$3.06M-3,774↓ DEC
Smith Asset Management Co., LLCCIK 0002068217
172,921$2.98M-3,224↓ DEC
Sky Investment Group LLCCIK 0001333792
170,289$2.94M+1,500↑ INC
LPL Financial LLCCIK 0001403438
105,976$1.83M-17,955↓ DEC
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007
83,984$1.45M–no_change
TSP Capital Management Group, LLCCIK 0001317208
82,286$1.42M-3,149↓ DEC
MML INVESTORS SERVICES, LLCCIK 0000701059
69,886$1.20M-5,371↓ DEC
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.CIK 0001773830
68,100$1.17M–no_change
Beacon Pointe Advisors, LLCCIK 0001744317
65,649$1.13M+4,979↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
60,949$1.05M-1,856↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
60,482$1.04M+9,929↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
55,516$957.09K+754↑ INC
Equitable Holdings, Inc.CIK 0001333986
48,009$871.36K+17,820↑ INC
Future Financial Wealth Managment LLCCIK 0001801892
47,021$843.56K+189↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
43,297$746.44K-418↓ DEC
World Investment AdvisorsCIK 0001652594
41,476$715.04K+870↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
40,112$691.71K-3,240↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
33,534$578.13K+33,534NEW
BENJAMIN EDWARDS INCCIK 0001451623
33,195$572.29K+55↑ INC
Vanguard National Trust CoCIK 0001984256
30,100$518.92K+30,100NEW

增持最多(買方)

申報機構Δ 持股市值
Cetera Investment Advisers↑ INC
+90,542$3.11M
Secure Asset Management, LLC↑ INC
+81,910$3.46M
Global Wealth Strategies & Associates↑ INC
+40,712$4.94M
JANE STREET GROUP, LLCNEW
+33,534$578.13K
Vanguard National Trust CoNEW
+30,100$518.92K
Cambridge Investment Research Advisors, Inc.↑ INC
+30,080$2.03K
Equitable Holdings, Inc.↑ INC
+17,820$871.36K
GOLDMAN SACHS GROUP INCNEW
+17,800$306.87K
MILLENNIUM MANAGEMENT LLCNEW
+12,026$207.33K
Kestra Advisory Services, LLC↑ INC
+9,929$1.04M

減持最多(賣方)

申報機構Δ 持股市值
LPL Financial LLC↓ DEC
-17,955$1.83M
MML INVESTORS SERVICES, LLC↓ DEC
-5,371$1.20M
Rockefeller Capital Management L.P.↓ DEC
-4,664$305.65K
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-4,516$427.06K
Farther Finance Advisors, LLC↓ DEC
-4,045$327.00K
MORGAN STANLEY↓ DEC
-3,774$3.06M
OSAIC HOLDINGS, INC.↓ DEC
-3,240$691.71K
Smith Asset Management Co., LLC↓ DEC
-3,224$2.98M
TSP Capital Management Group, LLC↓ DEC
-3,149$1.42M
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-1,856$1.05M