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 | 7,391,494 | $76.87M | +1,357,253 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 5,379,853 | $55.95M | -9,656 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,713,524 | $28.22M | +234,402 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,268,949 | $23.60M | +393,995 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,258,360 | $23.49M | -50,527 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,991,413 | $20.71M | +640,171 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 1,122,458 | $12.11M | +868,424 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,100,165 | $11.44M | +507,112 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 921,553 | $9.58M | +261,745 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 676,357 | $7.03M | +325,783 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 673,975 | $7.01M | +273,375 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 467,786 | $4.86M | +34,327 | ↑ INC |
Atala Financial IncCIK 0002053756 | 405,607 | $4.25M | +132,871 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 371,024 | $3.86M | – | no_change |
UBS Group AGCIK 0001610520 | 365,655 | $3.80M | +111,153 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 364,958 | $3.80M | +364,747 | ↑ INC |
HOLLENCREST CAPITAL MANAGEMENTCIK 0001161722 | 307,635 | $3.20M | +81,115 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 261,830 | $2.72M | +26,930 | ↑ INC |
Beverly Hills Private Wealth, LLCCIK 0001965710 | 251,657 | $2.62M | +251,657 | NEW |
Fiera Capital CorpCIK 0001505817 | 241,123 | $2.51M | -198,964 | ↓ DEC |
Ignite Planners, LLCCIK 0001849348 | 194,025 | $2.02M | – | no_change |
Rareview Capital LLCCIK 0002044533 | 183,505 | $1.90M | +158,298 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 181,076 | $1.88M | +44,769 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 180,332 | $1.88M | +77,829 | ↑ INC |
Trilogy Capital Inc.CIK 0001722512 | 167,599 | $1.74M | +167,599 | NEW |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +1,357,253 | $76.87M |
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC | +868,424 | $12.11M |
Advisors Asset Management, Inc.↑ INC | +640,171 | $20.71M |
Allspring Global Investments Holdings, LLC↑ INC | +507,112 | $11.44M |
BANK OF AMERICA CORP /DE/↑ INC | +393,995 | $23.60M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +364,747 | $3.80M |
LPL Financial LLC↑ INC | +325,783 | $7.03M |
Hennion & Walsh Asset Management, Inc.↑ INC | +273,375 | $7.01M |
WELLS FARGO & COMPANY/MN↑ INC | +261,745 | $9.58M |
Beverly Hills Private Wealth, LLCNEW | +251,657 | $2.62M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Penserra Capital Management LLC↓ DEC | -1,011,468 | $10.00 |
MACKAY SHIELDS LLC↓ DEC | -834,486 | $1.53M |
Allianz Asset Management GmbH↓ DEC | -423,240 | $733.09K |
Fiera Capital Corp↓ DEC | -198,964 | $2.51M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -50,527 | $23.49M |
JANE STREET GROUP, LLC↓ DEC | -49,911 | $585.99K |
Lido Advisors, LLC↓ DEC | -46,546 | $486.57K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -29,058 | $155.57K |
Cetera Investment Advisers↓ DEC | -24,657 | $787.81K |
Integrated Wealth Concepts LLC↓ DEC | -22,055 | $347.48K |