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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 720,002 | $8.71M | +7,113 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 266,332 | $3.22M | +42,483 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 216,086 | $2.61M | +28,553 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 209,289 | $2.49M | +10,276 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 127,558 | $1.54M | -5,665 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 91,217 | $1.10M | +15,568 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 47,138 | $570.13K | +452 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 45,912 | $555.31K | -7,652 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 42,682 | $516.24K | +6,614 | ↑ INC |
Aviance Capital Partners, LLCCIK 0001542383 | 38,314 | $463.40K | +250 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 35,534 | $429.78K | -2,804 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 31,472 | $380.65K | -321 | ↓ DEC |
CLIFFORD SWAN INVESTMENT COUNSEL LLCCIK 0001034642 | 27,351 | $330.81K | -3,700 | ↓ DEC |
Meadow Creek Wealth Advisors LLCCIK 0001801107 | 26,403 | $319.34K | -80 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 22,877 | $276.71K | +363 | ↑ INC |
WHITENER CAPITAL MANAGEMENT, INC.CIK 0000825217 | 16,292 | $197.05K | -220 | ↓ DEC |
Gilman Hill Asset Management, LLCCIK 0001551969 | 15,000 | $181.43K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 11,426 | $138.20K | -37 | ↓ DEC |
Focus Partners Advisor Solutions, LLCCIK 0001868872 | 11,021 | $133.30K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 10,871 | $131.49K | -4,867 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 8,355 | $101.09K | -75 | ↓ DEC |
UBS Group AGCIK 0001610520 | 8,344 | $100.92K | -8,033 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 5,650 | $69.16K | – | no_change |
CWM, LLCCIK 0001535847 | 3,960 | $47.90K | – | no_change |
Founders Capital ManagementCIK 0001704300 | 3,140 | $37.98K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Hennion & Walsh Asset Management, Inc.↑ INC | +42,483 | $3.22M |
GUGGENHEIM CAPITAL LLC↑ INC | +28,553 | $2.61M |
LPL Financial LLC↑ INC | +15,568 | $1.10M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +10,276 | $2.49M |
1607 Capital Partners, LLC↑ INC | +7,113 | $8.71M |
STIFEL FINANCIAL CORP↑ INC | +6,614 | $516.24K |
SIT INVESTMENT ASSOCIATES INC↑ INC | +6,038 | $13.97K |
FIFTH THIRD BANCORPNEW | +2,450 | $29.63K |
Rockefeller Capital Management L.P.NEW | +1,000 | $12.10K |
RAYMOND JAMES FINANCIAL INC↑ INC | +452 | $570.13K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
UBS Group AG↓ DEC | -8,033 | $100.92K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -7,652 | $555.31K |
Fiera Capital Corp↓ DEC | -5,665 | $1.54M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -4,867 | $131.49K |
CLIFFORD SWAN INVESTMENT COUNSEL LLC↓ DEC | -3,700 | $330.81K |
Shaker Financial Services, LLC↓ DEC | -2,804 | $429.78K |
Baird Financial Group, Inc.↓ DEC | -321 | $380.65K |
WHITENER CAPITAL MANAGEMENT, INC.↓ DEC | -220 | $197.05K |
Meadow Creek Wealth Advisors LLC↓ DEC | -80 | $319.34K |
OSAIC HOLDINGS, INC.↓ DEC | -75 | $101.09K |