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 | 6,108,513 | $101.40M | -143,984 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 5,836,337 | $96.88M | +108,629 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,831,766 | $47.01M | -38,557 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 2,279,577 | $37.84M | +22,544 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,624,774 | $26.97M | +13,087 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 825,089 | $13.70M | +41,658 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 653,774 | $10.85M | +1,474 | ↑ INC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 612,315 | $10.16M | -3,510 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 601,975 | $9.99M | +3,092 | ↑ INC |
UBS Group AGCIK 0001610520 | 582,111 | $9.66M | -42,653 | ↓ DEC |
Waterfront Wealth Inc.CIK 0001775210 | 564,561 | $9.37M | -78,095 | ↓ DEC |
Modern Wealth Management, LLCCIK 0002001900 | 491,970 | $8.35M | -11,587 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 453,148 | $7.52M | +29,338 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 344,827 | $5.72M | +6,273 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 320,258 | $5.32M | -49,839 | ↓ DEC |
Paller Financial Services IncCIK 0002095931 | 308,877 | $5.13M | -8,273 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 294,684 | $4.89M | +164,578 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 276,056 | $4.58M | +109,167 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 257,186 | $4.27M | -9,724 | ↓ DEC |
ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 240,212 | $3.99M | +10,509 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 234,911 | $3.90M | -1,624 | ↓ DEC |
OPPENHEIMER & CO INCCIK 0000822581 | 217,046 | $3.60M | +4,129 | ↑ INC |
Cypress Capital Management LLC (WY)CIK 0001633896 | 216,884 | $3.60M | +27,013 | ↑ INC |
Altium Capital Management LLCCIK 0001746382 | 192,509 | $3.20M | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 189,145 | $3.14M | +1,000 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Penserra Capital Management LLC↑ INC | +1,006,947 | $22.10K |
Cetera Investment Advisers↑ INC | +164,578 | $4.89M |
Steward Partners Investment Advisory, LLC↑ INC | +109,167 | $4.58M |
BANK OF AMERICA CORP /DE/↑ INC | +108,629 | $96.88M |
Kestra Advisory Services, LLC↑ INC | +92,668 | $1.96M |
FIFTH THIRD BANCORP↑ INC | +71,218 | $1.18M |
INTREPID FAMILY OFFICE LLC↑ INC | +49,417 | $2.54M |
STIFEL FINANCIAL CORP↑ INC | +41,658 | $13.70M |
Samalin Investment Counsel, LLC↑ INC | +41,159 | $1.87M |
Belpointe Asset Management LLC↑ INC | +36,816 | $793.41K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Karpus Management, Inc.↓ DEC | -180,049 | $267.06K |
MORGAN STANLEY↓ DEC | -143,984 | $101.40M |
Waterfront Wealth Inc.↓ DEC | -78,095 | $9.37M |
Janney Montgomery Scott LLC↓ DEC | -54,274 | $12.09K |
Mariner, LLC↓ DEC | -50,902 | $850.24K |
Advisors Asset Management, Inc.↓ DEC | -49,839 | $5.32M |
Shaker Financial Services, LLC↓ DEC | -42,838 | $2.30M |
UBS Group AG↓ DEC | -42,653 | $9.66M |
Stolper Co↓ DEC | -39,251 | $2.00K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -38,557 | $47.01M |