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 |
|---|---|---|---|---|
UBS Group AGCIK 0001610520 | 7,063,225 | $63.50M | -117,990 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 4,508,563 | $40.53M | +72,580 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,914,499 | $26.20M | +398,157 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 2,440,081 | $21.94M | +98,619 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,201,614 | $19.79M | +28,505 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,154,191 | $10.38M | +61,379 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,109,205 | $9.97M | +9,657 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 993,172 | $8.82M | +203,162 | ↑ INC |
Granby Capital Management, LLCCIK 0001857581 | 836,112 | $7.52M | -163,888 | ↓ DEC |
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758 | 740,768 | $6.66M | +6,615 | ↑ INC |
Chicago Partners Investment Group LLCCIK 0001563525 | 683,151 | $6.24M | -24,679 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 667,790 | $6.00M | +30,523 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 624,720 | $5.62M | -1,279,272 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 620,206 | $5.58M | +49,645 | ↑ INC |
Congress Park Capital LLCCIK 0001730945 | 594,132 | $5.34M | -115,000 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 513,250 | $4.61M | +22,542 | ↑ INC |
Prospera Financial Services IncCIK 0001541625 | 476,156 | $4.28M | +567 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 472,560 | $4.25M | +3,750 | ↑ INC |
BAR HARBOR WEALTH MANAGEMENTCIK 0001035463 | 468,825 | $4.21M | +98,000 | ↑ INC |
Dynamic Financial GroupCIK 0002061178 | 268,377 | $2.41M | +289 | ↑ INC |
ROMAN BUTLER FULLERTON & COCIK 0000733444 | 251,547 | $2.31M | +1,182 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 240,866 | $2.17M | +6,785 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 222,732 | $2.00M | -3,163 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 220,166 | $1.98M | -2,794 | ↓ DEC |
PKS Advisory Services, LLCCIK 0001605401 | 213,222 | $1.92M | +33,852 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +398,157 | $26.20M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +203,162 | $8.82M |
Orca Wealth Management, LLC↑ INC | +123,632 | $1.38M |
EHRLICH FINANCIAL GROUPNEW | +114,669 | $1.03M |
Hennion & Walsh Asset Management, Inc.↑ INC | +98,619 | $21.94M |
BAR HARBOR WEALTH MANAGEMENT↑ INC | +98,000 | $4.21M |
BENJAMIN EDWARDS INC↑ INC | +79,182 | $937.04K |
MORGAN STANLEY↑ INC | +72,580 | $40.53M |
LPL Financial LLC↑ INC | +61,379 | $10.38M |
Whitaker-Myers Wealth Managers, LTD.↑ INC | +58,686 | $953.15K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Focus Partners Wealth↓ DEC | -1,821,235 | $540.93K |
1607 Capital Partners, LLC↓ DEC | -1,279,272 | $5.62M |
Granby Capital Management, LLC↓ DEC | -163,888 | $7.52M |
UBS Group AG↓ DEC | -117,990 | $63.50M |
Congress Park Capital LLC↓ DEC | -115,000 | $5.34M |
JANE STREET GROUP, LLC↓ DEC | -100,893 | $487.46K |
Advisors Asset Management, Inc.↓ DEC | -79,704 | $882.28K |
Corient Private Wealth LLC↓ DEC | -57,194 | $98.49K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -28,838 | $42.46K |
OSAIC HOLDINGS, INC.↓ DEC | -25,056 | $1.19M |