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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 955,029 | $7.64M | -28,027 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 805,007 | $6.44M | +85,589 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 589,039 | $4.71M | +35,174 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 524,055 | $4.19M | -35,281 | ↓ DEC |
HOHIMER WEALTH MANAGEMENT, LLCCIK 0001802533 | 435,267 | $3.48M | +178,297 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 419,885 | $3.36M | -77,843 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 331,441 | $2.65M | +14,091 | ↑ INC |
GraniteShares Advisors LLCCIK 0001839545 | 291,488 | $2.33M | -33,364 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 275,920 | $2.21M | +20,195 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 235,475 | $1.88M | +32,669 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 234,646 | $1.88M | +1,839 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 214,507 | $1.72M | +41,040 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 205,189 | $1.64M | +201 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 197,799 | $1.58M | -55,176 | ↓ DEC |
Pinnacle Financial Partners, Inc.CIK 0002082866 | 140,956 | $1.13M | +125,858 | ↑ INC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 93,252 | $746.02K | – | no_change |
TRUIST FINANCIAL CORPCIK 0000092230 | 92,412 | $739.29K | +363 | ↑ INC |
Navis Wealth Advisors, LLCCIK 0001849055 | 68,651 | $549.21K | +68,651 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 59,369 | $474.95K | +3,316 | ↑ INC |
Cypress Capital GroupCIK 0001341748 | 58,213 | $465.70K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 53,754 | $430.04K | +4,456 | ↑ INC |
Geneos Wealth Management Inc.CIK 0001764754 | 52,956 | $423.65K | +401 | ↑ INC |
SILVER OAK SECURITIES, INCORPORATEDCIK 0001080576 | 46,343 | $370.74K | -1,500 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 43,231 | $345.85K | +6,205 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 42,077 | $336.62K | +1,166 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
HOHIMER WEALTH MANAGEMENT, LLC↑ INC | +178,297 | $3.48M |
Pinnacle Financial Partners, Inc.↑ INC | +125,858 | $1.13M |
AMERIPRISE FINANCIAL INC↑ INC | +85,589 | $6.44M |
Navis Wealth Advisors, LLCNEW | +68,651 | $549.21K |
Cetera Investment Advisers↑ INC | +41,040 | $1.72M |
MORGAN STANLEY↑ INC | +35,174 | $4.71M |
ROYAL BANK OF CANADA↑ INC | +32,669 | $1.88M |
JANE STREET GROUP, LLC↑ INC | +25,768 | $306.52K |
STIFEL FINANCIAL CORP↑ INC | +20,195 | $2.21M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +19,368 | $171.25K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LPL Financial LLC↓ DEC | -77,843 | $3.36M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -55,176 | $1.58M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -35,281 | $4.19M |
GraniteShares Advisors LLC↓ DEC | -33,364 | $2.33M |
GUGGENHEIM CAPITAL LLC↓ DEC | -28,027 | $7.64M |
StoneX Group Inc.↓ DEC | -20,020 | $160.60K |
Noble Wealth Management PBC↓ DEC | -14,668 | $306.10K |
Janney Montgomery Scott LLC↓ DEC | -11,164 | $363.00 |
Mariner, LLC↓ DEC | -2,487 | $91.01K |
Elm3 Financial Group, LLC↓ DEC | -1,550 | $207.08K |