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 |
|---|---|---|---|---|
Focus Financial Network, Inc.CIK 0002010942 | 97,371 | $1.19M | +14,575 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 63,697 | $776.47K | +17,900 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 49,633 | $605.03K | -13,119 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 44,534 | $542.87K | +24,119 | ↑ INC |
Curi Capital, LLCCIK 0001332905 | 35,960 | $440.74K | +22,910 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 33,727 | $411.13K | +750 | ↑ INC |
Redhawk Wealth Advisors, Inc.CIK 0001535811 | 32,780 | $399.59K | +4,835 | ↑ INC |
&PARTNERSCIK 0000107136 | 32,745 | $399.16K | – | no_change |
ACCESS FINANCIAL SERVICES, INC.CIK 0001699622 | 30,797 | $375.42K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 29,568 | $360.43K | +13,672 | ↑ INC |
Creative PlanningCIK 0001540235 | 28,645 | $349.18K | – | no_change |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 26,760 | $324.87K | -3,204 | ↓ DEC |
UBS Group AGCIK 0001610520 | 21,991 | $268.07K | – | no_change |
Vermillion Wealth Management, Inc.CIK 0001737012 | 18,517 | $225.72K | +301 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 15,553 | $189.59K | – | no_change |
LPL Financial LLCCIK 0001403438 | 13,588 | $165.63K | +943 | ↑ INC |
Mariner, LLCCIK 0001373442 | 13,312 | $162.27K | +1,328 | ↑ INC |
Artesa Financial Group, LLCCIK 0002109808 | 12,113 | $147.66K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 4,894 | $59.67K | – | no_change |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 1,200 | $14.63K | – | no_change |
AdvisorNet Financial, IncCIK 0001409362 | 247 | $3.01K | – | no_change |
SIT INVESTMENT ASSOCIATES INCCIK 0000769317 | 71,621 | $873.00 | -1,817 | ↓ DEC |
First PREMIER BankCIK 0001653926 | 1,600 | $20.00 | – | no_change |
FNY Investment Advisers, LLCCIK 0001742998 | 50 | $0.00 | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Cetera Investment Advisers↑ INC | +24,119 | $542.87K |
Curi Capital, LLC↑ INC | +22,910 | $440.74K |
MORGAN STANLEY↑ INC | +17,900 | $776.47K |
Focus Financial Network, Inc.↑ INC | +14,575 | $1.19M |
WELLS FARGO & COMPANY/MN↑ INC | +13,672 | $360.43K |
Redhawk Wealth Advisors, Inc.↑ INC | +4,835 | $399.59K |
Mariner, LLC↑ INC | +1,328 | $162.27K |
LPL Financial LLC↑ INC | +943 | $165.63K |
RAYMOND JAMES FINANCIAL INC↑ INC | +750 | $411.13K |
Vermillion Wealth Management, Inc.↑ INC | +301 | $225.72K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -13,119 | $605.03K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -3,204 | $324.87K |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -1,817 | $873.00 |