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 |
|---|---|---|---|---|
DAVENPORT & Co LLCCIK 0000887777 | 311,404 | $3.53M | +30,576 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 170,625 | $1.93M | +15,634 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 145,876 | $1.65M | -9,408 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 135,750 | $1.54M | +5,425 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 124,950 | $1.42M | +9,325 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 105,471 | $1.20M | +17,602 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 102,145 | $1.16M | -665 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 69,894 | $791.90K | +3,250 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 52,635 | $596.36K | -10,679 | ↓ DEC |
Realta Investment AdvisorsCIK 0001776792 | 51,669 | $585.41K | – | no_change |
Northwest Financial AdvisorsCIK 0002010635 | 48,417 | $548.56K | +1,411 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 45,407 | $514.46K | -9,036 | ↓ DEC |
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045 | 44,961 | $509.41K | +27,042 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 33,681 | $381.61K | +2,314 | ↑ INC |
D'Orazio & Associates, Inc.CIK 0001646821 | 32,119 | $363.91K | +32,119 | NEW |
Wealthcare Advisory Partners LLCCIK 0001683059 | 29,713 | $336.65K | +331 | ↑ INC |
Canal Capital Management, LLCCIK 0001666733 | 27,039 | $306.35K | +2,810 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 26,514 | $300.00K | +1,268 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 22,242 | $252.00K | +3,664 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 20,895 | $236.74K | -13,830 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 19,089 | $216.28K | +1,272 | ↑ INC |
UBS Group AGCIK 0001610520 | 16,564 | $187.67K | +3,073 | ↑ INC |
Cornerstone Advisory, LLCCIK 0001668189 | 15,390 | $174.37K | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 14,992 | $169.86K | +38 | ↑ INC |
Spire Wealth ManagementCIK 0001858740 | 12,007 | $136.04K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
D'Orazio & Associates, Inc.NEW | +32,119 | $363.91K |
DAVENPORT & Co LLC↑ INC | +30,576 | $3.53M |
CARY STREET PARTNERS FINANCIAL LLC↑ INC | +27,042 | $509.41K |
Summit Financial, LLC↑ INC | +17,602 | $1.20M |
WELLS FARGO & COMPANY/MN↑ INC | +15,634 | $1.93M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +9,325 | $1.42M |
Janney Montgomery Scott LLC↑ INC | +6,785 | $574.00 |
TRUIST FINANCIAL CORP↑ INC | +5,425 | $1.54M |
Steward Partners Investment Advisory, LLC↑ INC | +3,664 | $252.00K |
RAYMOND JAMES FINANCIAL INC↑ INC | +3,250 | $791.90K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LPL Financial LLC↓ DEC | -13,830 | $236.74K |
BANK OF AMERICA CORP /DE/↓ DEC | -10,679 | $596.36K |
MORGAN STANLEY↓ DEC | -9,408 | $1.65M |
CITADEL ADVISORS LLC↓ DEC | -9,036 | $514.46K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -1,168 | $666.00 |
STIFEL FINANCIAL CORP↓ DEC | -665 | $1.16M |