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 | 5,444,179 | $65.60M | +275,334 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,780,381 | $33.50M | +219,521 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,236,471 | $14.90M | -83,087 | ↓ DEC |
Mission Hills Financial Advisory, LLCCIK 0002043220 | 1,055,044 | $12.71M | +46,797 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 924,602 | $11.14M | +61,879 | ↑ INC |
UBS Group AGCIK 0001610520 | 908,372 | $10.95M | +249,549 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 813,849 | $9.80M | +11,358 | ↑ INC |
LAKE STREET PRIVATE WEALTH, LLCCIK 0001772031 | 583,462 | $7.03M | +21,712 | ↑ INC |
Mariner, LLCCIK 0001373442 | 442,419 | $5.33M | -38,406 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 328,810 | $3.96M | -49,849 | ↓ DEC |
MATRIX PRIVATE CAPITAL GROUP LLCCIK 0001906866 | 307,698 | $3.71M | +41,881 | ↑ INC |
Cyndeo Wealth Partners, LLCCIK 0001950947 | 302,360 | $3.64M | – | no_change |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 301,394 | $3.63M | -15,181 | ↓ DEC |
CASTLE WEALTH MANAGEMENT LLCCIK 0001936420 | 280,789 | $3.38M | +36,650 | ↑ INC |
Wealth Advisory Solutions, LLCCIK 0001834802 | 278,536 | $3.36M | -1,044 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 277,329 | $3.34M | -6,671 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 276,043 | $3.33M | -27,918 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 246,765 | $2.97M | +13,953 | ↑ INC |
Z3 Capital Partners, LLCCIK 0002127787 | 199,727 | $2.41M | +122 | ↑ INC |
Quad-Cities Investment Group, LLCCIK 0001741426 | 198,163 | $2.39M | +3,880 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 169,832 | $2.05M | +27,540 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 160,381 | $1.93M | -10,099 | ↓ DEC |
Samalin Investment Counsel, LLCCIK 0001544366 | 137,632 | $1.66M | -16,665 | ↓ DEC |
Prospera Financial Services IncCIK 0001541625 | 131,164 | $1.58M | +3,584 | ↑ INC |
Sargent Investment Group, LLCCIK 0001766157 | 129,280 | $1.56M | +3,200 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +275,334 | $65.60M |
UBS Group AG↑ INC | +249,549 | $10.95M |
BANK OF AMERICA CORP /DE/↑ INC | +219,521 | $33.50M |
Penserra Capital Management LLC↑ INC | +205,867 | $8.55K |
Waverly Advisors, LLCNEW | +74,306 | $895.38K |
LPL Financial LLC↑ INC | +61,879 | $11.14M |
Mission Hills Financial Advisory, LLC↑ INC | +46,797 | $12.71M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +45,904 | $710.41K |
MATRIX PRIVATE CAPITAL GROUP LLC↑ INC | +41,881 | $3.71M |
FIFTH THIRD BANCORP↑ INC | +37,539 | $453.15K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Apollon Wealth Management, LLC↓ DEC | -146,541 | $931.22K |
JANE STREET GROUP, LLC↓ DEC | -122,549 | $435.40K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -83,087 | $14.90M |
Sound Financial Strategies Group, LLC↓ DEC | -59,128 | $499.30K |
ROYAL BANK OF CANADA↓ DEC | -49,849 | $3.96M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -47,400 | $833.96K |
XTX Topco Ltd↓ DEC | -43,330 | $213.09K |
HRT FINANCIAL LP↓ DEC | -40,539 | $152.00 |
Mariner, LLC↓ DEC | -38,406 | $5.33M |
Advisors Asset Management, Inc.↓ DEC | -34,740 | $771.12K |