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 | 5,089,711 | $65.81M | -307,754 | ↓ DEC |
UBS Group AGCIK 0001610520 | 3,565,457 | $46.10M | +43,630 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,374,387 | $30.70M | -26,978 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 2,347,194 | $30.35M | +152,711 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 983,369 | $12.71M | +54,122 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 865,387 | $11.19M | +60,655 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 840,793 | $10.87M | +40,810 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 657,563 | $8.50M | -48,446 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 656,529 | $8.49M | +6,087 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 566,992 | $7.33M | -19,060 | ↓ DEC |
LEAVELL INVESTMENT MANAGEMENT, INC.CIK 0000924181 | 392,835 | $5.13M | +7,283 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 365,731 | $4.73M | +59,229 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 327,028 | $4.32M | +54,290 | ↑ INC |
Cornerstone Advisory, LLCCIK 0001668189 | 306,042 | $3.96M | -16,450 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 286,227 | $3.70M | +1,787 | ↑ INC |
Integrity Wealth Partners, LLCCIK 0002121884 | 233,197 | $3.02M | +233,197 | NEW |
Element Wealth, LLCCIK 0001802743 | 224,499 | $2.90M | +81 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 220,773 | $2.85M | -3,159 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 196,990 | $2.55M | -7,158 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 195,582 | $2.53M | +26,136 | ↑ INC |
Venture Visionary Partners LLCCIK 0001792283 | 187,532 | $2.42M | +60,000 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 175,425 | $2.27M | +74,095 | ↑ INC |
Estate Planners Group, LLCCIK 0002118977 | 151,178 | $1.95M | -8,666 | ↓ DEC |
Anchor Capital Management Group IncCIK 0000894119 | 134,500 | $1.74M | – | no_change |
&PARTNERSCIK 0000107136 | 132,772 | $1.72M | -56,812 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Integrity Wealth Partners, LLCNEW | +233,197 | $3.02M |
ROYAL BANK OF CANADA↑ INC | +152,711 | $30.35M |
Shaker Financial Services, LLC↑ INC | +101,755 | $1.66M |
Navis Wealth Advisors, LLCNEW | +90,524 | $1.17M |
JANE STREET GROUP, LLC↑ INC | +74,095 | $2.27M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +61,309 | $892.14K |
GUGGENHEIM CAPITAL LLC↑ INC | +60,655 | $11.19M |
SIT INVESTMENT ASSOCIATES INCNEW | +60,514 | $782.00 |
Venture Visionary Partners LLC↑ INC | +60,000 | $2.42M |
LPL Financial LLC↑ INC | +59,229 | $4.73M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -538,553 | $1.24M |
MORGAN STANLEY↓ DEC | -307,754 | $65.81M |
Logan Stone Capital, LLC↓ DEC | -305,329 | $569.64K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -278,681 | $863.09K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -273,661 | $609.60K |
&PARTNERS↓ DEC | -56,812 | $1.72M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -48,446 | $8.50M |
Sunbelt Securities, Inc.↓ DEC | -31,584 | $38.79K |
WELLS FARGO & COMPANY/MN↓ DEC | -26,978 | $30.70M |
HighTower Advisors, LLC↓ DEC | -19,060 | $7.33M |