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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 613,911 | $5.13M | -9,412 | ↓ DEC |
Tortoise Investment Management, LLCCIK 0001599511 | 549,648 | $4.59M | -112,658 | ↓ DEC |
UBS Group AGCIK 0001610520 | 532,308 | $4.44M | -6,603 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 422,805 | $3.53M | +10,170 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 367,059 | $3.06M | -47,269 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 253,448 | $2.12M | -19,405 | ↓ DEC |
Penbrook Management LLCCIK 0001381055 | 213,727 | $1.78M | – | no_change |
LEIGH BALDWIN & CO., LLCCIK 0000946629 | 119,818 | $1.00M | +3,086 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 115,084 | $960.95K | -89,425 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 85,789 | $716.34K | -32,059 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 84,233 | $703.35K | +14,817 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 79,981 | $667.84K | +4,843 | ↑ INC |
Marshall & Sterling Wealth Advisors Inc.CIK 0002056315 | 61,613 | $514.47K | -117 | ↓ DEC |
Summit Trail Advisors, LLCCIK 0001698478 | 50,189 | $419.08K | +50,189 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 43,144 | $360.26K | +5,898 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 36,143 | $301.79K | +4,003 | ↑ INC |
Breakwater Capital GroupCIK 0001964309 | 30,743 | $256.70K | -2,539 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 29,908 | $249.73K | – | no_change |
Herold Advisors, Inc.CIK 0001891713 | 27,389 | $228.70K | +1,069 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 24,579 | $205.24K | -7,462 | ↓ DEC |
VIRTUE ASSET MANAGEMENT LLCCIK 0002094533 | 22,440 | $187.37K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 18,714 | $156.81K | +584 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 18,585 | $155.19K | +3,858 | ↑ INC |
Realta Investment AdvisorsCIK 0001776792 | 17,338 | $144.77K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 15,524 | $130.00K | -1,820 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Summit Trail Advisors, LLCNEW | +50,189 | $419.08K |
RAYMOND JAMES FINANCIAL INC↑ INC | +14,817 | $703.35K |
Hennion & Walsh Asset Management, Inc.↑ INC | +10,170 | $3.53M |
STIFEL FINANCIAL CORP↑ INC | +5,898 | $360.26K |
WELLS FARGO & COMPANY/MN↑ INC | +4,843 | $667.84K |
LPL Financial LLC↑ INC | +4,003 | $301.79K |
Cetera Investment Advisers↑ INC | +3,858 | $155.19K |
LEIGH BALDWIN & CO., LLC↑ INC | +3,086 | $1.00M |
Herold Advisors, Inc.↑ INC | +1,069 | $228.70K |
Kestra Advisory Services, LLC↑ INC | +584 | $156.81K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Tortoise Investment Management, LLC↓ DEC | -112,658 | $4.59M |
Fiera Capital Corp↓ DEC | -89,425 | $960.95K |
GUGGENHEIM CAPITAL LLC↓ DEC | -47,269 | $3.06M |
OSAIC HOLDINGS, INC.↓ DEC | -32,059 | $716.34K |
MORGAN STANLEY↓ DEC | -19,405 | $2.12M |
1607 Capital Partners, LLC↓ DEC | -9,412 | $5.13M |
BANK OF AMERICA CORP /DE/↓ DEC | -7,462 | $205.24K |
UBS Group AG↓ DEC | -6,603 | $4.44M |
Breakwater Capital Group↓ DEC | -2,539 | $256.70K |
ROYAL BANK OF CANADA↓ DEC | -1,820 | $130.00K |