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 |
|---|---|---|---|---|
UBS Group AGCIK 0001610520 | 2,074,672 | $19.46M | +281,718 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,668,248 | $15.65M | -12,887 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 982,001 | $9.21M | -88,769 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 697,459 | $6.54M | +8,199 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 423,343 | $3.97M | +53,204 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 287,248 | $2.69M | +2,105 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 272,279 | $2.55M | -17,627 | ↓ DEC |
REGATTA CAPITAL GROUP, LLCCIK 0001911488 | 182,877 | $1.72M | +46,195 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 163,915 | $1.54M | +58,338 | ↑ INC |
Atlas Private Wealth AdvisorsCIK 0001814234 | 149,906 | $1.41M | +64,373 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 135,722 | $1.27M | -536 | ↓ DEC |
FIRST FOUNDATION ADVISORSCIK 0001086763 | 122,260 | $1.15M | +1,016 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 115,074 | $1.08M | -19,549 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 81,101 | $760.73K | – | no_change |
Stratos Wealth Partners, LTD.CIK 0001612865 | 78,941 | $740.47K | +16,512 | ↑ INC |
SWEENEY & MICHEL, LLCCIK 0001979556 | 69,522 | $650.03K | +86 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 66,747 | $626.09K | +16,955 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 63,311 | $572.33K | -4,151 | ↓ DEC |
Ducere Wealth Management LLCCIK 0002083656 | 60,822 | $570.51K | – | no_change |
Sterling Group Wealth Management, LLCCIK 0001852307 | 53,993 | $506.45K | – | no_change |
Fiera Capital CorpCIK 0001505817 | 53,763 | $504.30K | -219,448 | ↓ DEC |
Gerber Kawasaki Wealth & Investment ManagementCIK 0001666736 | 52,654 | $493.89K | +32,154 | ↑ INC |
Mutual Advisors, LLCCIK 0001694080 | 48,258 | $452.66K | +8,731 | ↑ INC |
Arlington Financial Advisors, LLCCIK 0001716539 | 40,000 | $375.20K | – | no_change |
D.A. DAVIDSON & CO.CIK 0001080107 | 34,657 | $325.08K | +5,310 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
UBS Group AG↑ INC | +281,718 | $19.46M |
Atlas Private Wealth Advisors↑ INC | +64,373 | $1.41M |
BANK OF AMERICA CORP /DE/↑ INC | +58,338 | $1.54M |
Hennion & Walsh Asset Management, Inc.↑ INC | +53,204 | $3.97M |
REGATTA CAPITAL GROUP, LLC↑ INC | +46,195 | $1.72M |
Gerber Kawasaki Wealth & Investment Management↑ INC | +32,154 | $493.89K |
Summit Trail Advisors, LLCNEW | +23,979 | $224.92K |
OSAIC HOLDINGS, INC.↑ INC | +16,955 | $626.09K |
Stratos Wealth Partners, LTD.↑ INC | +16,512 | $740.47K |
WEDBUSH SECURITIES INC↑ INC | +16,140 | $487.00 |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Fiera Capital Corp↓ DEC | -219,448 | $504.30K |
Advisors Asset Management, Inc.↓ DEC | -88,769 | $9.21M |
ROYAL BANK OF CANADA↓ DEC | -19,549 | $1.08M |
WELLS FARGO & COMPANY/MN↓ DEC | -17,627 | $2.55M |
MORGAN STANLEY↓ DEC | -12,887 | $15.65M |
Cetera Investment Advisers↓ DEC | -11,009 | $261.55K |
Sanctuary Advisors, LLC↓ DEC | -9,934 | $116.53K |
Arax Advisory Partners↓ DEC | -7,552 | $163.76K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -4,719 | $23.45K |
Virtu Financial LLC↓ DEC | -4,211 | $107.00 |