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 |
|---|---|---|---|---|
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,284,322 | $7.89M | +227,234 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 956,272 | $5.87M | -64,170 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 859,961 | $5.28M | -125,705 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 744,077 | $4.57M | +90,882 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 570,680 | $3.50M | +8,421 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 421,688 | $2.59M | +15,527 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 296,022 | $1.82M | +17,910 | ↑ INC |
UBS Group AGCIK 0001610520 | 270,622 | $1.66M | +63,230 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 247,397 | $1.52M | +923 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 223,597 | $1.37M | +22,443 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 162,148 | $995.59K | +11,227 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 142,737 | $876.40K | +5,847 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 137,188 | $842.34K | -41,747 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 96,513 | $592.59K | +7,504 | ↑ INC |
Savvy Advisors, Inc.CIK 0002003633 | 80,050 | $491.51K | – | no_change |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 74,780 | $459.15K | – | no_change |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 70,345 | $431.92K | -4,481 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 63,858 | $392.09K | +23,098 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 55,888 | $343.15K | +780 | ↑ INC |
Midwest Trust CoCIK 0002077080 | 43,009 | $264.07K | – | no_change |
Everstar Asset Management, LLCCIK 0002023744 | 42,293 | $259.68K | -185 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 41,961 | $257.64K | +251 | ↑ INC |
Insight Wealth Strategies, LLCCIK 0001749914 | 38,964 | $239.24K | +244 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 37,979 | $233.19K | -92,839 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 37,751 | $232.00K | +142 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Hennion & Walsh Asset Management, Inc.↑ INC | +227,234 | $7.89M |
RAYMOND JAMES FINANCIAL INC↑ INC | +90,882 | $4.57M |
Cambridge Investment Research Advisors, Inc.↑ INC | +87,090 | $705.00 |
UBS Group AG↑ INC | +63,230 | $1.66M |
Invesco Ltd.↑ INC | +23,098 | $392.09K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +22,443 | $1.37M |
WELLS FARGO & COMPANY/MN↑ INC | +17,910 | $1.82M |
Advisor OS, LLCNEW | +16,983 | $104.28K |
MORGAN STANLEY↑ INC | +15,527 | $2.59M |
MCF Advisors LLCNEW | +15,413 | $94.64K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -125,705 | $5.28M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -92,839 | $233.19K |
GUGGENHEIM CAPITAL LLC↓ DEC | -64,170 | $5.87M |
OSAIC HOLDINGS, INC.↓ DEC | -41,747 | $842.34K |
CITADEL ADVISORS LLC↓ DEC | -5,473 | $77.25K |
Steward Partners Investment Advisory, LLC↓ DEC | -4,798 | $28.87K |
MML INVESTORS SERVICES, LLC↓ DEC | -4,481 | $431.92K |
Baird Financial Group, Inc.↓ DEC | -1,986 | $98.33K |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -1,539 | $7.66K |
Virtu Financial LLC↓ DEC | -231 | $69.00 |