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 | 3,872,400 | $72.57M | +402,023 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,693,699 | $69.22M | -428,050 | ↓ DEC |
UBS Group AGCIK 0001610520 | 2,387,875 | $44.75M | +53,131 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 719,118 | $13.48M | +23,897 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 433,712 | $8.13M | -68,383 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 264,073 | $4.95M | -4,510 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 201,349 | $3.77M | -76,182 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 146,189 | $2.74M | -1,295 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 145,751 | $2.73M | +44,062 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 81,085 | $1.52M | +49,650 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 70,587 | $1.32M | +70,587 | NEW |
Rareview Capital LLCCIK 0002044533 | 65,472 | $1.30M | +11,264 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 62,832 | $1.18M | +62,832 | NEW |
LPL Financial LLCCIK 0001403438 | 59,868 | $1.12M | -12,020 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 58,576 | $1.10M | +17,871 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 55,029 | $1.03M | +5,767 | ↑ INC |
Pettinga Financial Advisors LLCCIK 0001694592 | 53,164 | $996.29K | -9,350 | ↓ DEC |
Lido Advisors, LLCCIK 0001650150 | 45,785 | $858.01K | – | no_change |
Corient Private Wealth LLCCIK 0001948780 | 50,887 | $646.78K | -8,232 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 34,493 | $646.41K | -2,569 | ↓ DEC |
RFG Advisory, LLCCIK 0001633387 | 31,556 | $591.36K | +4,621 | ↑ INC |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 29,178 | $546.80K | -51,161 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 28,521 | $534.48K | +12,293 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 25,000 | $453.50K | +25,000 | NEW |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 21,634 | $405.41K | -945 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +402,023 | $72.57M |
FIFTH THIRD BANCORPNEW | +70,587 | $1.32M |
FIRST TRUST ADVISORS LPNEW | +62,832 | $1.18M |
UBS Group AG↑ INC | +53,131 | $44.75M |
Independent Advisor Alliance↑ INC | +49,650 | $1.52M |
STIFEL FINANCIAL CORP↑ INC | +44,062 | $2.73M |
JPMORGAN CHASE & CONEW | +25,000 | $453.50K |
ROYAL BANK OF CANADA↑ INC | +23,897 | $13.48M |
CITADEL ADVISORS LLC↑ INC | +17,871 | $1.10M |
PW Nova Financial Services LLCNEW | +16,694 | $312.85K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -428,050 | $69.22M |
Rockefeller Capital Management L.P.↓ DEC | -76,182 | $3.77M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -68,383 | $8.13M |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -51,161 | $546.80K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -19,779 | $174.43K |
LPL Financial LLC↓ DEC | -12,020 | $1.12M |
Pettinga Financial Advisors LLC↓ DEC | -9,350 | $996.29K |
Corient Private Wealth LLC↓ DEC | -8,232 | $646.78K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -6,940 | $198.59K |
Equitable Holdings, Inc.↓ DEC | -6,364 | $294.63K |