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 | 1,147,932 | $13.28M | -84,941 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 748,361 | $8.66M | -54,720 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 639,421 | $7.40M | +86,887 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 454,136 | $5.25M | +17,893 | ↑ INC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 371,332 | $4.52M | -56,338 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 310,607 | $3.59M | +6,338 | ↑ INC |
UBS Group AGCIK 0001610520 | 255,452 | $2.96M | -3,859 | ↓ DEC |
Breakwater Capital GroupCIK 0001964309 | 226,216 | $2.62M | +12,824 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 209,736 | $2.43M | -19,431 | ↓ DEC |
Strategic Advisors LLCCIK 0001569119 | 182,404 | $2.11M | +2,166 | ↑ INC |
Atlas Private Wealth AdvisorsCIK 0001814234 | 176,075 | $2.04M | +124,574 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 107,428 | $1.24M | +9,564 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 74,458 | $861.00K | -317 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 54,237 | $627.52K | +1,765 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 53,617 | $620.35K | +345 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 52,162 | $603.51K | -342,461 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 49,356 | $571.05K | +5 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 45,594 | $527.52K | +12,106 | ↑ INC |
Summit Trail Advisors, LLCCIK 0001698478 | 44,208 | $511.49K | +33,277 | ↑ INC |
WEALTH EFFECTS LLCCIK 0001907254 | 41,294 | $477.77K | +500 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 38,115 | $440.99K | +1,321 | ↑ INC |
LAUREL OAK WEALTH MANAGEMENT, LLCCIK 0002111403 | 30,170 | $349.07K | – | no_change |
Equitable Holdings, Inc.CIK 0001333986 | 21,208 | $252.38K | +59 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 21,504 | $248.80K | – | no_change |
Marex Group LtdCIK 0001997464 | 20,271 | $234.53K | +7,271 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Atlas Private Wealth Advisors↑ INC | +124,574 | $2.04M |
GUGGENHEIM CAPITAL LLC↑ INC | +86,887 | $7.40M |
Summit Trail Advisors, LLC↑ INC | +33,277 | $511.49K |
White Knight Strategic Wealth Advisors, LLCNEW | +19,162 | $221.71K |
BANK OF AMERICA CORP /DE/↑ INC | +17,893 | $5.25M |
Breakwater Capital Group↑ INC | +12,824 | $2.62M |
OSAIC HOLDINGS, INC.↑ INC | +12,106 | $527.52K |
Cetera Investment Advisers↑ INC | +9,564 | $1.24M |
Marex Group Ltd↑ INC | +7,271 | $234.53K |
RAYMOND JAMES FINANCIAL INC↑ INC | +6,338 | $3.59M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Fiera Capital Corp↓ DEC | -342,461 | $603.51K |
MACKAY SHIELDS LLC↓ DEC | -84,941 | $13.28M |
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC | -56,338 | $4.52M |
MORGAN STANLEY↓ DEC | -54,720 | $8.66M |
LPL Financial LLC↓ DEC | -19,431 | $2.43M |
BANK OF MONTREAL /CAN/↓ DEC | -18,547 | $133.71K |
Sanctuary Advisors, LLC↓ DEC | -11,030 | $124.20K |
JANE STREET GROUP, LLC↓ DEC | -4,801 | $202.74K |
UBS Group AG↓ DEC | -3,859 | $2.96M |
TRAPHAGEN INVESTMENT ADVISORS LLC↓ DEC | -337 | $234.31K |