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 | 1,426,792 | $20.47M | +119,692 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,346,853 | $19.33M | +332,831 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 802,072 | $11.51M | -50,433 | ↓ DEC |
STEPHENS INC /AR/CIK 0000757657 | 666,432 | $9.56M | +90,129 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 546,428 | $7.84M | +167,147 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 542,458 | $7.78M | +88,528 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 356,835 | $5.12M | -28,132 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 321,231 | $4.57M | +116,594 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 315,139 | $4.52M | +87,734 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 276,768 | $3.97M | +141,751 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 236,022 | $3.39M | +27,190 | ↑ INC |
Prospera Financial Services IncCIK 0001541625 | 209,840 | $3.01M | +687 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 147,201 | $2.11M | +46,394 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 109,340 | $1.57M | +42,255 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 107,212 | $1.54M | +42,417 | ↑ INC |
Capital Advisors Wealth Management, LLCCIK 0001824700 | 102,794 | $1.48M | +61,219 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 101,012 | $1.45M | +10,975 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 81,875 | $1.17M | +26,288 | ↑ INC |
ACCESS FINANCIAL SERVICES, INC.CIK 0001699622 | 59,446 | $853.05K | – | no_change |
AdvisorNet Financial, IncCIK 0001409362 | 58,025 | $832.66K | +365 | ↑ INC |
McMillan Office, Inc.CIK 0002109205 | 52,000 | $746.20K | – | no_change |
Breakwater Capital GroupCIK 0001964309 | 45,687 | $655.61K | +19,489 | ↑ INC |
Capital Investment Advisors, LLCCIK 0001582732 | 43,346 | $622.01K | -3,077 | ↓ DEC |
Focus Partners Advisor Solutions, LLCCIK 0001868872 | 43,058 | $617.88K | +27,583 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 34,973 | $501.86K | +15,828 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +332,831 | $19.33M |
MORGAN STANLEY↑ INC | +167,147 | $7.84M |
LPL Financial LLC↑ INC | +141,751 | $3.97M |
VAN ECK ASSOCIATES CORP↑ INC | +126,696 | $5.65K |
UBS Group AG↑ INC | +119,692 | $20.47M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +116,594 | $4.57M |
STEPHENS INC /AR/↑ INC | +90,129 | $9.56M |
BANK OF AMERICA CORP /DE/↑ INC | +88,528 | $7.78M |
RAYMOND JAMES FINANCIAL INC↑ INC | +87,734 | $4.52M |
Capital Advisors Wealth Management, LLC↑ INC | +61,219 | $1.48M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -126,513 | $100.00 |
Hennion & Walsh Asset Management, Inc.↓ DEC | -50,433 | $11.51M |
WELLS FARGO & COMPANY/MN↓ DEC | -28,132 | $5.12M |
Cambridge Investment Research Advisors, Inc.↓ DEC | -26,704 | $5.69K |
Advisors Asset Management, Inc.↓ DEC | -22,159 | $303.76K |
FLPUTNAM INVESTMENT MANAGEMENT CO↓ DEC | -8,001 | $462.94K |
Mutual Advisors, LLC↓ DEC | -4,658 | $162.66K |
Farther Finance Advisors, LLC↓ DEC | -4,072 | $92.18K |
Summit Financial Wealth Advisors, LLC↓ DEC | -3,255 | $185.93K |
Capital Investment Advisors, LLC↓ DEC | -3,077 | $622.01K |