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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 12,903,512 | $220.78M | +202,834 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 5,288,936 | $90.49M | +414,913 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,038,182 | $51.98M | +102,618 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 1,708,064 | $29.22M | +110,655 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,645,921 | $28.16M | +53,973 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,593,259 | $27.26M | -621,042 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,579,652 | $27.03M | +143,827 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,537,452 | $26.31M | +146,246 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 1,525,235 | $26.10M | +73,358 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,454,883 | $24.89M | +86,461 | ↑ INC |
TD Waterhouse Canada Inc.CIK 0001999606 | 1,302,825 | $22.66M | +86,559 | ↑ INC |
Estate Planners Group, LLCCIK 0002118977 | 1,308,910 | $22.40M | +15,794 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 876,123 | $14.99M | +42,335 | ↑ INC |
Mission Hills Financial Advisory, LLCCIK 0002043220 | 724,194 | $12.39M | +41,718 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 693,615 | $11.87M | -3,998 | ↓ DEC |
Cyndeo Wealth Partners, LLCCIK 0001950947 | 619,822 | $10.61M | +147,900 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 596,293 | $10.20M | -708,892 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 577,858 | $9.89M | +44,531 | ↑ INC |
Cornerstone Advisory, LLCCIK 0001668189 | 568,664 | $9.73M | -47,532 | ↓ DEC |
Bensler, LLCCIK 0001965941 | 525,873 | $9.00M | +23,770 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 520,075 | $8.90M | -209,639 | ↓ DEC |
Summit Financial, LLCCIK 0001765536 | 458,802 | $7.95M | +27,187 | ↑ INC |
Avior Wealth Management, LLCCIK 0001599868 | 450,684 | $7.71M | +450,174 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 449,355 | $7.69M | +66,919 | ↑ INC |
Wealthcare Advisory Partners LLCCIK 0001683059 | 437,892 | $7.49M | +25,891 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Avior Wealth Management, LLC↑ INC | +450,174 | $7.71M |
LPL Financial LLC↑ INC | +414,913 | $90.49M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +398,581 | $6.82M |
Destiny Wealth Partners, LLCNEW | +370,610 | $6.34M |
Arkadios Wealth Advisors↑ INC | +363,664 | $6.51M |
Sentinel Advisory Group, LLCNEW | +342,272 | $5.86M |
Farther Finance Advisors, LLC↑ INC | +275,100 | $6.31M |
COHEN & STEERS, INC.↑ INC | +248,443 | $24.41K |
Wealth Care LLCNEW | +225,870 | $3.86M |
MORGAN STANLEY↑ INC | +202,834 | $220.78M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
J.W. COLE ADVISORS, INC.↓ DEC | -1,613,515 | $218.45K |
Logan Stone Capital, LLC↓ DEC | -1,210,568 | $171.68K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -708,892 | $10.20M |
WELLS FARGO & COMPANY/MN↓ DEC | -621,042 | $27.26M |
JANE STREET GROUP, LLC↓ DEC | -469,578 | $2.42M |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -247,047 | $1.49M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -209,639 | $8.90M |
IFG Advisory, LLC↓ DEC | -121,839 | $62.92K |
Baird Financial Group, Inc.↓ DEC | -120,888 | $1.21M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -76,824 | $2.99M |