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 |
|---|---|---|---|---|
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementCIK 0001510434 | 246,631 | $13.12M | -1,450 | ↓ DEC |
Precision Wealth Strategies, LLCCIK 0001844197 | 240,689 | $12.80M | -6,273 | ↓ DEC |
Belpointe Asset Management LLCCIK 0001721242 | 226,458 | $12.05M | +7,241 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 94,077 | $5.00M | +37,730 | ↑ INC |
United Asset Strategies, Inc.CIK 0001539948 | 89,354 | $4.75M | – | no_change |
Lido Advisors, LLCCIK 0001650150 | 63,823 | $3.40M | -400 | ↓ DEC |
Brookwood Investment Group LLCCIK 0002066812 | 37,871 | $2.01M | +8,036 | ↑ INC |
Mason & Associates IncCIK 0001917686 | 25,340 | $1.31M | -100 | ↓ DEC |
WEALTH ALLIANCE, LLCCIK 0001793904 | 22,979 | $1.22M | -5,495 | ↓ DEC |
SHEETS SMITH WEALTH MANAGEMENTCIK 0001157436 | 21,783 | $1.16M | +21,689 | ↑ INC |
Robertson Stephens Wealth Management, LLCCIK 0001767307 | 21,203 | $1.13M | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 18,360 | $976.75K | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 18,330 | $975.16K | – | no_change |
Mariner, LLCCIK 0001373442 | 17,489 | $930.41K | – | no_change |
LPL Financial LLCCIK 0001403438 | 16,453 | $875.30K | -25 | ↓ DEC |
Navis Wealth Advisors, LLCCIK 0001849055 | 16,226 | $863.22K | +16,226 | NEW |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 15,890 | $845.35K | – | no_change |
Keystone Wealth Services, LLCCIK 0001866189 | 15,558 | $827.69K | – | no_change |
B.O.S.S. Retirement Advisors, LLCCIK 0001964810 | 15,096 | $803.11K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 10,539 | $560.67K | – | no_change |
FOUNDATIONS INVESTMENT ADVISORS, LLCCIK 0001743404 | 8,014 | $426.35K | +1,962 | ↑ INC |
Mutual Advisors, LLCCIK 0001694080 | 7,500 | $399.00K | – | no_change |
LANE BROTHERS & CO INCCIK 0001177416 | 6,187 | $329.15K | – | no_change |
Walser Wealth Management Company, A Ltd Liability CoCIK 0002112280 | 6,052 | $321.97K | – | no_change |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 5,337 | $283.93K | +1,059 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +37,730 | $5.00M |
SHEETS SMITH WEALTH MANAGEMENT↑ INC | +21,689 | $1.16M |
Navis Wealth Advisors, LLCNEW | +16,226 | $863.22K |
Brookwood Investment Group LLC↑ INC | +8,036 | $2.01M |
Belpointe Asset Management LLC↑ INC | +7,241 | $12.05M |
NewEdge Wealth, LLCNEW | +5,281 | $280.95K |
FOUNDATIONS INVESTMENT ADVISORS, LLC↑ INC | +1,962 | $426.35K |
Hamrick Investment Counsel, llcNEW | +1,270 | $67.56K |
KINGSWOOD WEALTH ADVISORS, LLC↑ INC | +1,059 | $283.93K |
JONES FINANCIAL COMPANIES LLLPNEW | +7 | $364.00 |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Precision Wealth Strategies, LLC↓ DEC | -6,273 | $12.80M |
WEALTH ALLIANCE, LLC↓ DEC | -5,495 | $1.22M |
REAP Financial Group, LLC↓ DEC | -3,534 | $51.60K |
MORGAN STANLEY↓ DEC | -1,646 | $170.88K |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management↓ DEC | -1,450 | $13.12M |
UBS Group AG↓ DEC | -829 | $181.89K |
XTX Topco Ltd↓ DEC | -715 | $205.30K |
Lido Advisors, LLC↓ DEC | -400 | $3.40M |
Mason & Associates Inc↓ DEC | -100 | $1.31M |
LPL Financial LLC↓ DEC | -25 | $875.30K |