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 |
|---|---|---|---|---|
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 736,048 | $10.93M | -3,446 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 675,583 | $10.03M | +73,651 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 451,865 | $6.71M | -15,453 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 432,502 | $6.46M | +52,947 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 432,536 | $6.42M | -17,391 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 318,039 | $4.72M | -5,151 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 266,726 | $3.96M | +10,580 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 148,423 | $2.20M | -4,174 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 120,000 | $1.78M | +34,007 | ↑ INC |
ProVise Management Group, LLCCIK 0001305707 | 95,676 | $1.42M | +4,330 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 93,997 | $1.40M | +2,208 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 87,267 | $1.30M | – | no_change |
Intellus Advisors LLCCIK 0002055137 | 73,958 | $1.10M | -9,372 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 68,560 | $1.02M | +28,321 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 65,102 | $966.76K | -32,204 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 63,198 | $938.49K | +6,766 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 62,640 | $930.20K | +25,625 | ↑ INC |
Worthington Financial Partners, LLCCIK 0002111427 | 56,032 | $832.08K | -5,227 | ↓ DEC |
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758 | 51,639 | $766.83K | +598 | ↑ INC |
UBS Group AGCIK 0001610520 | 50,454 | $749.24K | -14,820 | ↓ DEC |
Whipplewood Advisors, LLCCIK 0002052510 | 48,812 | $724.86K | -960 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 44,396 | $659.28K | -52,830 | ↓ DEC |
Ackerman Capital Advisors, LLCCIK 0001699506 | 43,675 | $648.57K | -22,920 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 42,055 | $624.52K | +516 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 39,088 | $580.46K | +4,026 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +73,651 | $10.03M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +52,947 | $6.46M |
Noble Wealth Management PBC↑ INC | +34,007 | $1.78M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +28,321 | $1.02M |
Invesco Ltd.↑ INC | +25,625 | $930.20K |
OSAIC HOLDINGS, INC.↑ INC | +22,360 | $548.05K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +20,309 | $367.10K |
MGO ONE SEVEN LLCNEW | +17,905 | $265.89K |
Bank of New York Mellon Corp↑ INC | +13,468 | $553.15K |
Rareview Capital LLCNEW | +10,767 | $159.24K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -77,072 | $164.85K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -52,830 | $659.28K |
Logan Stone Capital, LLC↓ DEC | -32,204 | $966.76K |
Ackerman Capital Advisors, LLC↓ DEC | -22,920 | $648.57K |
GUGGENHEIM CAPITAL LLC↓ DEC | -17,391 | $6.42M |
MORGAN STANLEY↓ DEC | -15,453 | $6.71M |
UBS Group AG↓ DEC | -14,820 | $749.24K |
Equitable Holdings, Inc.↓ DEC | -10,175 | $228.24K |
Intellus Advisors LLC↓ DEC | -9,372 | $1.10M |
Steward Partners Investment Advisory, LLC↓ DEC | -7,227 | $348.20K |