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 |
|---|---|---|---|---|
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,832,360 | $26.40M | +63,381 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,499,575 | $21.61M | +223,503 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,152,845 | $16.61M | +127,806 | ↑ INC |
UBS Group AGCIK 0001610520 | 969,614 | $13.97M | -64,940 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 439,995 | $6.34M | -307,915 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 421,321 | $6.07M | +24,721 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 287,277 | $4.14M | -305,674 | ↓ DEC |
Element Wealth, LLCCIK 0001802743 | 198,031 | $2.85M | -278 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 193,893 | $2.79M | +32,011 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 176,460 | $2.54M | +20,156 | ↑ INC |
CORRADO ADVISORS, LLCCIK 0001482611 | 160,268 | $2.31M | +8,508 | ↑ INC |
SMITH, MOORE & CO.CIK 0000200724 | 127,569 | $1.84M | +3,779 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 119,068 | $1.72M | -6,176 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 94,489 | $1.36M | -162,935 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 68,837 | $991.94K | +22,075 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 66,027 | $951.45K | +13,671 | ↑ INC |
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316 | 51,700 | $745.00K | -13,950 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 49,911 | $719.22K | -39,271 | ↓ DEC |
Bramshill Investments, LLCCIK 0001619899 | 43,689 | $629.56K | -274 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 41,208 | $593.81K | -5,223 | ↓ DEC |
Crumly & Associates Inc.CIK 0001759578 | 39,750 | $572.80K | – | no_change |
COURIER CAPITAL LLCCIK 0001015247 | 37,201 | $536.07K | – | no_change |
CHOREO, LLCCIK 0001679031 | 36,346 | $526.15K | -35,812 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 30,470 | $439.08K | +1,774 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 28,550 | $411.41K | -16,950 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Penserra Capital Management LLC↑ INC | +263,862 | $18.21K |
MORGAN STANLEY↑ INC | +223,503 | $21.61M |
ROYAL BANK OF CANADA↑ INC | +127,806 | $16.61M |
COHEN & STEERS, INC.↑ INC | +111,234 | $14.74K |
WELLS FARGO & COMPANY/MN↑ INC | +63,381 | $26.40M |
LPL Financial LLC↑ INC | +32,011 | $2.79M |
Wealth Care LLCNEW | +25,146 | $362.35K |
HighTower Advisors, LLCNEW | +25,000 | $360.25K |
BANK OF AMERICA CORP /DE/↑ INC | +24,721 | $6.07M |
RAYMOND JAMES FINANCIAL INC↑ INC | +22,075 | $991.94K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -307,915 | $6.34M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -305,674 | $4.14M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -162,935 | $1.36M |
UBS Group AG↓ DEC | -64,940 | $13.97M |
Advisors Asset Management, Inc.↓ DEC | -39,700 | $6.09K |
OSAIC HOLDINGS, INC.↓ DEC | -39,271 | $719.22K |
CHOREO, LLC↓ DEC | -35,812 | $526.15K |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -16,950 | $411.41K |
JOURNEY STRATEGIC WEALTH LLC↓ DEC | -13,950 | $745.00K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -12,597 | $147.08K |