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 |
|---|---|---|---|---|
MACKAY SHIELDS LLCCIK 0000061227 | 658,969 | $7.83M | -5,850 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 408,277 | $4.85M | -8,509 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 385,610 | $4.70M | -179,615 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 346,343 | $4.11M | +4,291 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 311,246 | $3.70M | -193 | ↓ DEC |
Melone Private Wealth, LLCCIK 0001905765 | 280,894 | $3.34M | -16,314 | ↓ DEC |
FSA Advisors, Inc.CIK 0001905627 | 226,124 | $2.69M | +21,879 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 182,236 | $2.16M | +9,542 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 165,912 | $1.97M | +17,700 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 159,867 | $1.90M | -546 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 93,942 | $1.12M | -11,657 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 83,288 | $989.46K | -167,988 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 58,021 | $689.00K | +104 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 52,790 | $627.14K | – | no_change |
ELEVATION POINT WEALTH PARTNERS, LLCCIK 0001744349 | 46,672 | $557.01K | – | no_change |
Vestmark Advisory Solutions, Inc.CIK 0001736982 | 46,672 | $554.46K | – | no_change |
Summit Trail Advisors, LLCCIK 0001698478 | 44,814 | $532.39K | +33,462 | ↑ INC |
Summit Financial Consulting LLCCIK 0002065794 | 38,654 | $459.21K | +5,573 | ↑ INC |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.CIK 0001630936 | 36,766 | $436.77K | -2,365 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 34,444 | $409.19K | -9,232 | ↓ DEC |
Capital Asset Advisory Services LLCCIK 0001666024 | 32,200 | $381.89K | – | no_change |
Compass Financial Group, INC/SDCIK 0001964835 | 31,709 | $376.70K | – | no_change |
Miller Capital Partners, Inc.CIK 0002111377 | 31,700 | $376.60K | +31,700 | NEW |
UBS Group AGCIK 0001610520 | 31,555 | $374.87K | +18,150 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 28,907 | $343.41K | -34 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Summit Trail Advisors, LLC↑ INC | +33,462 | $532.39K |
Miller Capital Partners, Inc.NEW | +31,700 | $376.60K |
FSA Advisors, Inc.↑ INC | +21,879 | $2.69M |
Arrowroot Family Office, LLCNEW | +20,278 | $240.90K |
UBS Group AG↑ INC | +18,150 | $374.87K |
RAYMOND JAMES FINANCIAL INC↑ INC | +17,700 | $1.97M |
Trask Adam RolandNEW | +14,000 | $166.32K |
Patriot Financial Group Insurance Agency, LLCNEW | +13,548 | $160.95K |
STIFEL FINANCIAL CORP↑ INC | +9,542 | $2.16M |
Summit Financial Consulting LLC↑ INC | +5,573 | $459.21K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -179,615 | $4.70M |
Fiera Capital Corp↓ DEC | -167,988 | $989.46K |
Melone Private Wealth, LLC↓ DEC | -16,314 | $3.34M |
OSAIC HOLDINGS, INC.↓ DEC | -11,657 | $1.12M |
Baird Financial Group, Inc.↓ DEC | -9,232 | $409.19K |
MORGAN STANLEY↓ DEC | -8,509 | $4.85M |
MACKAY SHIELDS LLC↓ DEC | -5,850 | $7.83M |
Private Advisor Group, LLC↓ DEC | -2,901 | $133.92K |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.↓ DEC | -2,365 | $436.77K |
LPL Financial LLC↓ DEC | -546 | $1.90M |