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 | 1,747,144 | $6.20M | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,367,557 | $4.85M | +2,668 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,132,473 | $4.02M | -275,380 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 896,935 | $3.18M | -241,265 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 633,159 | $2.25M | +23,733 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 458,991 | $1.63M | -4,285 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 333,361 | $1.18M | +101,680 | ↑ INC |
Quad-Cities Investment Group, LLCCIK 0001741426 | 246,965 | $876.73K | -13,094 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 198,586 | $704.98K | -4,838 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 193,884 | $688.15K | -15,412 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 193,250 | $686.04K | +38,249 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 187,941 | $667.19K | +10,678 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 180,754 | $621.79K | +12,558 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 169,128 | $600.00K | -16,360 | ↓ DEC |
UBS Group AGCIK 0001610520 | 150,192 | $533.18K | +21,385 | ↑ INC |
Intellus Advisors LLCCIK 0002055137 | 145,379 | $516.09K | +1,168 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 130,270 | $462.46K | +12,325 | ↑ INC |
SHUFRO ROSE & CO LLCCIK 0000908195 | 117,000 | $415.35K | – | no_change |
Integrated Wealth Concepts LLCCIK 0001737109 | 114,161 | $405.27K | +1,247 | ↑ INC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 103,458 | $367.27K | -9,937 | ↓ DEC |
GILPIN WEALTH MANAGEMENT, LLCCIK 0002058144 | 97,387 | $345.72K | +67,635 | ↑ INC |
Mirador Capital Partners LPCIK 0001633446 | 92,640 | $328.87K | +21,549 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 90,475 | $321.19K | +1,703 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 82,490 | $292.84K | +6,104 | ↑ INC |
Creative PlanningCIK 0001540235 | 82,115 | $291.51K | +3,547 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Advisors Asset Management, Inc.↑ INC | +101,680 | $1.18M |
Janney Montgomery Scott LLC↑ INC | +67,945 | $2.75K |
GILPIN WEALTH MANAGEMENT, LLC↑ INC | +67,635 | $345.72K |
Baird Financial Group, Inc.↑ INC | +38,249 | $686.04K |
Whalen Wealth Management Inc.NEW | +27,622 | $98.06K |
Cambridge Investment Research Advisors, Inc.↑ INC | +27,611 | $420.00 |
RIVERBRIDGE PARTNERS LLC↑ INC | +23,733 | $2.25M |
Mirador Capital Partners LP↑ INC | +21,549 | $328.87K |
UBS Group AG↑ INC | +21,385 | $533.18K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +12,558 | $621.79K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -275,380 | $4.02M |
Invesco Ltd.↓ DEC | -241,265 | $3.18M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -113,068 | $100.04K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -18,988 | $78.37K |
ROYAL BANK OF CANADA↓ DEC | -16,360 | $600.00K |
OSAIC HOLDINGS, INC.↓ DEC | -15,412 | $688.15K |
Quad-Cities Investment Group, LLC↓ DEC | -13,094 | $876.73K |
Closed-End Fund Advisors, Inc.↓ DEC | -12,131 | $53.83K |
MML INVESTORS SERVICES, LLC↓ DEC | -9,937 | $367.27K |
Cetera Investment Advisers↓ DEC | -7,519 | $142.39K |