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 | 1,986,072 | $20.44M | +4,681 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,447,355 | $14.89M | -26,986 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,316,001 | $13.54M | +69,538 | ↑ INC |
UBS Group AGCIK 0001610520 | 841,531 | $8.66M | -46,248 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 489,655 | $5.04M | +18,931 | ↑ INC |
STEPHENS INC /AR/CIK 0000757657 | 375,160 | $3.86M | +365,160 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 300,148 | $3.09M | +22,864 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 298,501 | $3.07M | +85,938 | ↑ INC |
Tyche Wealth Partners LLCCIK 0002004818 | 293,493 | $3.02M | +245 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 272,170 | $2.80M | +9,333 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 121,315 | $1.25M | +121,315 | NEW |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 117,214 | $1.21M | +786 | ↑ INC |
&PARTNERSCIK 0000107136 | 112,701 | $1.16M | -6,116 | ↓ DEC |
REGATTA CAPITAL GROUP, LLCCIK 0001911488 | 101,713 | $1.05M | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 91,336 | $939.85K | +3,091 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 88,726 | $912.99K | -5,634 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 88,649 | $912.20K | -2,261 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 82,904 | $853.08K | +16,021 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 60,663 | $624.23K | – | no_change |
NBC SECURITIES, INC.CIK 0000791540 | 58,216 | $599.04K | +4,480 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 57,824 | $595.02K | -71,021 | ↓ DEC |
PRIMORIS WEALTH ADVISORS, LLCCIK 0001909619 | 54,541 | $561.22K | +1 | ↑ INC |
River Street Advisors LLCCIK 0001964897 | 48,146 | $495.42K | – | no_change |
Invesco Ltd.CIK 0000914208 | 44,116 | $453.95K | -129 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 39,565 | $407.13K | +65 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
STEPHENS INC /AR/↑ INC | +365,160 | $3.86M |
Independent Advisor AllianceNEW | +121,315 | $1.25M |
LPL Financial LLC↑ INC | +85,938 | $3.07M |
VAN ECK ASSOCIATES CORP↑ INC | +70,501 | $3.96K |
WELLS FARGO & COMPANY/MN↑ INC | +69,538 | $13.54M |
ROYAL BANK OF CANADA↑ INC | +22,864 | $3.09M |
Patriot Financial Group Insurance Agency, LLC↑ INC | +19,155 | $391.56K |
BANK OF AMERICA CORP /DE/↑ INC | +18,931 | $5.04M |
AMERIPRISE FINANCIAL INC↑ INC | +16,021 | $853.08K |
FIFTH THIRD BANCORPNEW | +15,723 | $161.79K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -185,140 | $179.06K |
OSAIC HOLDINGS, INC.↓ DEC | -71,021 | $595.02K |
LM Advisors LLC↓ DEC | -50,279 | $43.44K |
UBS Group AG↓ DEC | -46,248 | $8.66M |
GUGGENHEIM CAPITAL LLC↓ DEC | -26,986 | $14.89M |
&PARTNERS↓ DEC | -6,116 | $1.16M |
STIFEL FINANCIAL CORP↓ DEC | -5,634 | $912.99K |
Sanctuary Advisors, LLC↓ DEC | -3,335 | $363.48K |
Cetera Investment Advisers↓ DEC | -2,261 | $912.20K |
Janney Montgomery Scott LLC↓ DEC | -2,250 | $135.00 |