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 |
|---|---|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 154,999 | $2.23M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 144,555 | $2.03M | +98 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 116,344 | $1.63M | -80,048 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 104,755 | $1.47M | +104,755 | NEW |
UBS Group AGCIK 0001610520 | 68,738 | $964.39K | +2,791 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 67,484 | $947.00K | +17,738 | ↑ INC |
Professional Financial Management, Inc.CIK 0002130270 | 64,986 | $911.75K | +64,986 | NEW |
Logan Stone Capital, LLCCIK 0001535521 | 63,871 | $896.11K | -35,134 | ↓ DEC |
Estate Planners Group, LLCCIK 0002118977 | 54,608 | $766.16K | -1,630 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 47,654 | $668.59K | +36,267 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 22,631 | $317.51K | +694 | ↑ INC |
River Street Advisors LLCCIK 0001964897 | 18,864 | $264.66K | – | no_change |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 15,668 | $219.82K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 15,525 | $217.81K | – | no_change |
Carnegie Investment CounselCIK 0001511506 | 15,000 | $210.45K | – | no_change |
Capital Investment Advisors, LLCCIK 0001582732 | 14,250 | $199.93K | -1,000 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 13,801 | $193.63K | +750 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 13,621 | $191.11K | -2,372 | ↓ DEC |
Apollon Wealth Management, LLCCIK 0001764387 | 13,500 | $189.41K | – | no_change |
LPL Financial LLCCIK 0001403438 | 13,226 | $185.56K | +1,605 | ↑ INC |
&PARTNERSCIK 0000107136 | 12,229 | $171.58K | -3,082 | ↓ DEC |
Hamrick Investment Counsel, llcCIK 0002126147 | 7,449 | $104.52K | +7,449 | NEW |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 1,000 | $14.03K | – | no_change |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 500 | $7.01K | – | no_change |
WEDBUSH SECURITIES INCCIK 0001142495 | 20,694 | $290.00 | +104 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLCNEW | +104,755 | $1.47M |
Professional Financial Management, Inc.NEW | +64,986 | $911.75K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +36,267 | $668.59K |
ROYAL BANK OF CANADA↑ INC | +17,738 | $947.00K |
Hamrick Investment Counsel, llcNEW | +7,449 | $104.52K |
UBS Group AG↑ INC | +2,791 | $964.39K |
LPL Financial LLC↑ INC | +1,605 | $185.56K |
Noble Wealth Management PBC↑ INC | +750 | $193.63K |
RAYMOND JAMES FINANCIAL INC↑ INC | +694 | $317.51K |
WEDBUSH SECURITIES INC↑ INC | +104 | $290.00 |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -80,048 | $1.63M |
Logan Stone Capital, LLC↓ DEC | -35,134 | $896.11K |
&PARTNERS↓ DEC | -3,082 | $171.58K |
OSAIC HOLDINGS, INC.↓ DEC | -2,372 | $191.11K |
Estate Planners Group, LLC↓ DEC | -1,630 | $766.16K |
Capital Investment Advisors, LLC↓ DEC | -1,000 | $199.93K |