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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 287,654 | $4.93M | -12,024 | ↓ DEC |
BARINGS LLCCIK 0000009015 | 285,875 | $4.90M | +2,861 | ↑ INC |
BENJAMIN EDWARDS INCCIK 0001451623 | 284,697 | $4.88M | +34,525 | ↑ INC |
TSP Capital Management Group, LLCCIK 0001317208 | 276,559 | $4.74M | -3,536 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 199,916 | $3.43M | +37,310 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 197,819 | $3.39M | -5,139 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 136,798 | $2.34M | +3,275 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 105,885 | $1.81M | +4,736 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 68,610 | $1.18M | -1,713 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 49,789 | $853.38K | -16,635 | ↓ DEC |
Schwallier Wealth Management LLCCIK 0001934951 | 46,862 | $803.22K | +1,875 | ↑ INC |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 43,755 | $749.96K | – | no_change |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 39,907 | $677.62K | +4,339 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 31,001 | $531.36K | +10,977 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 30,719 | $526.53K | +582 | ↑ INC |
Vanguard National Trust CoCIK 0001984256 | 29,200 | $500.49K | +29,200 | NEW |
UBS Group AGCIK 0001610520 | 21,642 | $370.94K | -3,520 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 20,400 | $349.66K | +1,600 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 17,830 | $305.61K | +339 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 16,968 | $290.83K | – | no_change |
JANE STREET GROUP, LLCCIK 0001595888 | 10,337 | $177.18K | -9,260 | ↓ DEC |
MONTAG A & ASSOCIATES INCCIK 0000829407 | 8,500 | $145.69K | -1,000 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 4,711 | $80.74K | +4,711 | ↑ INC |
Keating Financial Advisory Services, Inc.CIK 0002103443 | 3,026 | $51.86K | +59 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 3,000 | $51.00K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LPL Financial LLC↑ INC | +37,310 | $3.43M |
BENJAMIN EDWARDS INC↑ INC | +34,525 | $4.88M |
Vanguard National Trust CoNEW | +29,200 | $500.49K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +10,977 | $531.36K |
Cetera Investment Advisers↑ INC | +4,736 | $1.81M |
WELLS FARGO & COMPANY/MN↑ INC | +4,711 | $80.74K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +4,339 | $677.62K |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +3,275 | $2.34M |
BARINGS LLC↑ INC | +2,861 | $4.90M |
Schwallier Wealth Management LLC↑ INC | +1,875 | $803.22K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -16,635 | $853.38K |
MORGAN STANLEY↓ DEC | -12,024 | $4.93M |
JANE STREET GROUP, LLC↓ DEC | -9,260 | $177.18K |
OSAIC HOLDINGS, INC.↓ DEC | -5,139 | $3.39M |
TSP Capital Management Group, LLC↓ DEC | -3,536 | $4.74M |
UBS Group AG↓ DEC | -3,520 | $370.94K |
Smith Asset Management Co., LLC↓ DEC | -1,713 | $1.18M |
MONTAG A & ASSOCIATES INC↓ DEC | -1,000 | $145.69K |
Whipplewood Advisors, LLC↓ DEC | -14 | $22.45K |