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 |
|---|---|---|---|---|
CIBC Bancorp USA Inc.CIK 0001711924 | 3,094,257 | $89.83M | -20,017 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,254,587 | $65.45M | -87,974 | ↓ DEC |
Marion Wealth ManagementCIK 0001911097 | 602,363 | $17.49M | -5,204 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 137,694 | $4.00M | -790 | ↓ DEC |
MAI Capital ManagementCIK 0001040197 | 100,001 | $2.90M | +11 | ↑ INC |
MBL Wealth, LLCCIK 0001845785 | 60,033 | $1.74M | +1,205 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 42,021 | $1.22M | +20,889 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 24,600 | $710.70K | -241 | ↓ DEC |
Diversified Trust CoCIK 0001479844 | 22,771 | $661.07K | – | no_change |
Savvy Advisors, Inc.CIK 0002003633 | 21,878 | $635.14K | -3,600 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 18,583 | $539.49K | +248 | ↑ INC |
IFP Advisors, IncCIK 0001641866 | 16,310 | $473.50K | – | no_change |
FIFTH THIRD BANCORPCIK 0000035527 | 14,449 | $419.47K | -3,500 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 11,868 | $344.54K | +11,868 | NEW |
LPL Financial LLCCIK 0001403438 | 11,350 | $329.50K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 11,080 | $321.66K | +6,876 | ↑ INC |
Callan Family Office, LLCCIK 0001938970 | 10,702 | $310.69K | – | no_change |
COMMERCE BANKCIK 0001009076 | 9,475 | $275.07K | +9,475 | NEW |
ETF Store, Inc.CIK 0001911470 | 8,805 | $255.62K | – | no_change |
Genesis Financial Group, LLCCIK 0002097587 | 8,050 | $233.70K | +8,050 | NEW |
Creative PlanningCIK 0001540235 | 8,041 | $233.44K | -706 | ↓ DEC |
EP Wealth Advisors, LLCCIK 0001540569 | 7,300 | $211.93K | +7,300 | NEW |
FIRST HORIZON CORPCIK 0000036966 | 4,800 | $139.35K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 2,300 | $66.77K | – | no_change |
PRIVATE TRUST CO NACIK 0001277557 | 1,800 | $52.26K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +20,889 | $1.22M |
Corient Private Wealth LLCNEW | +11,868 | $344.54K |
COMMERCE BANKNEW | +9,475 | $275.07K |
Genesis Financial Group, LLCNEW | +8,050 | $233.70K |
EP Wealth Advisors, LLCNEW | +7,300 | $211.93K |
Kestra Advisory Services, LLC↑ INC | +6,876 | $321.66K |
MBL Wealth, LLC↑ INC | +1,205 | $1.74M |
CITADEL ADVISORS LLC↑ INC | +248 | $539.49K |
MAI Capital Management↑ INC | +11 | $2.90M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WELLS FARGO & COMPANY/MN↓ DEC | -87,974 | $65.45M |
CIBC Bancorp USA Inc.↓ DEC | -20,017 | $89.83M |
Marion Wealth Management↓ DEC | -5,204 | $17.49M |
Savvy Advisors, Inc.↓ DEC | -3,600 | $635.14K |
FIFTH THIRD BANCORP↓ DEC | -3,500 | $419.47K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -790 | $4.00M |
Creative Planning↓ DEC | -706 | $233.44K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -241 | $710.70K |