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 |
|---|---|---|---|---|
Pathstone Holdings, LLCCIK 0002011612 | 4,825,845 | $26.01M | +179,776 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,605,668 | $8.65M | +18,174 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,274,724 | $6.87M | +109,335 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,272,897 | $6.86M | +141,795 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 908,050 | $4.89M | +97,052 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 832,399 | $4.49M | -86,375 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 799,759 | $4.31M | +124,715 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 454,328 | $2.45M | -23,472 | ↓ DEC |
MACKAY SHIELDS LLCCIK 0000061227 | 333,155 | $1.80M | -6,502 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 330,893 | $1.78M | -108,553 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 275,256 | $1.48M | +9,604 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 265,800 | $1.43M | – | no_change |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 261,016 | $1.41M | +20,150 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 209,292 | $1.13M | -383 | ↓ DEC |
BALANCED WEALTH GROUP LLCCIK 0002009783 | 195,055 | $1.05M | +4,883 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 194,883 | $1.05M | +17,203 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 181,261 | $976.99K | +17,534 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 179,173 | $963.95K | +17,685 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 172,460 | $929.55K | +125,861 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 163,986 | $883.88K | +662 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 151,674 | $817.52K | – | no_change |
Private Advisor Group, LLCCIK 0001567755 | 151,588 | $817.06K | -1,039 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 130,236 | $701.97K | -24,256 | ↓ DEC |
Bridgewater Advisors Inc.CIK 0001600319 | 127,250 | $696.06K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 128,209 | $691.00K | +24,243 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +179,776 | $26.01M |
Advisors Asset Management, Inc.↑ INC | +141,795 | $6.86M |
OSAIC HOLDINGS, INC.↑ INC | +125,861 | $929.55K |
Hennion & Walsh Asset Management, Inc.↑ INC | +124,715 | $4.31M |
UBS Group AG↑ INC | +109,335 | $6.87M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +97,052 | $4.89M |
VAN ECK ASSOCIATES CORP↑ INC | +45,169 | $2.11K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +43,680 | $236.42K |
ROYAL BANK OF CANADA↑ INC | +24,243 | $691.00K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +20,150 | $1.41M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LPL Financial LLC↓ DEC | -144,157 | $596.03K |
Logan Stone Capital, LLC↓ DEC | -108,553 | $1.78M |
GUGGENHEIM CAPITAL LLC↓ DEC | -86,375 | $4.49M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -75,638 | $333.30K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -54,185 | $23.73K |
Matisse Capital↓ DEC | -24,829 | $147.75K |
Rockefeller Capital Management L.P.↓ DEC | -24,256 | $701.97K |
Invesco Ltd.↓ DEC | -23,472 | $2.45M |
HighTower Advisors, LLC↓ DEC | -12,410 | $107.89K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -11,190 | $573.00 |