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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,042,770 | $7.24M | -58,002 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 594,884 | $4.13M | -2,447 | ↓ DEC |
TITLEIST ASSET MANAGEMENT, LLCCIK 0001977759 | 439,899 | $3.05M | +23,819 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 393,205 | $2.73M | +3,563 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 372,813 | $2.59M | +20,117 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 338,889 | $2.35M | -134,168 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 307,961 | $2.14M | -2,113 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 130,417 | $865.97K | +5,780 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 106,000 | $735.64K | -15,500 | ↓ DEC |
Ascentis Wealth Management, LLCCIK 0002032602 | 90,462 | $627.81K | +1,095 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 73,213 | $508.10K | +73,213 | NEW |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 63,214 | $438.70K | – | no_change |
Invesco Ltd.CIK 0000914208 | 60,870 | $422.44K | -1,954 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 50,356 | $349.00K | +41,052 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 47,476 | $329.49K | +351 | ↑ INC |
Quad-Cities Investment Group, LLCCIK 0001741426 | 45,697 | $317.14K | +508 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 44,300 | $307.44K | +4,000 | ↑ INC |
UBS Group AGCIK 0001610520 | 38,921 | $270.11K | +142 | ↑ INC |
GILL CAPITAL PARTNERS, LLCCIK 0000729563 | 37,026 | $256.96K | – | no_change |
Summit Trail Advisors, LLCCIK 0001698478 | 33,693 | $233.83K | +33,693 | NEW |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 32,335 | $224.40K | +31,685 | ↑ INC |
HUB Investment Partners, LLCCIK 0001841815 | 30,000 | $208.20K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 27,753 | $192.60K | – | no_change |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 27,652 | $191.91K | – | no_change |
Redwood Family Wealth LLCCIK 0002116118 | 25,797 | $179.03K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Fiera Capital CorpNEW | +73,213 | $508.10K |
VAN ECK ASSOCIATES CORP↑ INC | +49,056 | $1.01K |
ROYAL BANK OF CANADA↑ INC | +41,052 | $349.00K |
Summit Trail Advisors, LLCNEW | +33,693 | $233.83K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +31,685 | $224.40K |
TITLEIST ASSET MANAGEMENT, LLC↑ INC | +23,819 | $3.05M |
MORGAN STANLEY↑ INC | +20,117 | $2.59M |
Mutual Advisors, LLCNEW | +16,000 | $111.04K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +9,285 | $155.62K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +5,780 | $865.97K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↓ DEC | -134,168 | $2.35M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -58,002 | $7.24M |
Rockefeller Capital Management L.P.↓ DEC | -15,500 | $735.64K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -12,845 | $173.67K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -5,995 | $569.00 |
BANK OF AMERICA CORP /DE/↓ DEC | -2,447 | $4.13M |
Hennion & Walsh Asset Management, Inc.↓ DEC | -2,113 | $2.14M |
World Investment Advisors↓ DEC | -2,000 | $83.35K |
Invesco Ltd.↓ DEC | -1,954 | $422.44K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -1,635 | $151.27K |