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 |
|---|---|---|---|---|
Compound Planning, Inc.CIK 0001978879 | 38,881 | $669.92K | +38,881 | NEW |
Wealthspire Advisors, LLCCIK 0001646247 | 24,860 | $428.34K | +24,860 | NEW |
VICTORY FINANCIAL GROUP, LLCCIK 0002011333 | 22,760 | $392.15K | +5,766 | ↑ INC |
Baer Investment Advisory LLCCIK 0002057153 | 22,760 | $392.15K | +22,760 | NEW |
CreativeOne Wealth, LLCCIK 0001739728 | 20,085 | $346.06K | +20,085 | NEW |
Archer Investment Management, LLCCIK 0002052868 | 13,192 | $227.30K | +13,192 | NEW |
CWM, LLCCIK 0001535847 | 3,124 | $53.83K | +630 | ↑ INC |
EFG International AGCIK 0002109868 | 1,350 | $23.26K | +1,350 | NEW |
Arax Advisory PartnersCIK 0001586767 | 1,345 | $23.18K | – | no_change |
Farther Finance Advisors, LLCCIK 0001992825 | 1,123 | $19.49K | +873 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 800 | $13.78K | +200 | ↑ INC |
North Star Investment Management Corp.CIK 0001342857 | 795 | $13.70K | – | no_change |
FLOW TRADERS U.S. LLCCIK 0001466697 | 83,654 | $1.44K | +64,372 | ↑ INC |
Virtu Financial LLCCIK 0001533964 | 45,530 | $784.00 | -25,348 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
FLOW TRADERS U.S. LLC↑ INC | +64,372 | $1.44K |
Compound Planning, Inc.NEW | +38,881 | $669.92K |
Wealthspire Advisors, LLCNEW | +24,860 | $428.34K |
Baer Investment Advisory LLCNEW | +22,760 | $392.15K |
CreativeOne Wealth, LLCNEW | +20,085 | $346.06K |
Archer Investment Management, LLCNEW | +13,192 | $227.30K |
VICTORY FINANCIAL GROUP, LLC↑ INC | +5,766 | $392.15K |
EFG International AGNEW | +1,350 | $23.26K |
Farther Finance Advisors, LLC↑ INC | +873 | $19.49K |
CWM, LLC↑ INC | +630 | $53.83K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Virtu Financial LLC↓ DEC | -25,348 | $784.00 |