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 |
|---|---|---|---|---|
Americana Partners, LLCCIK 0001797678 | 278,281 | $20.87M | +8,348 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 221,967 | $16.65M | +135,578 | ↑ INC |
Prospera Financial Services IncCIK 0001541625 | 178,301 | $13.43M | +19,692 | ↑ INC |
KING LUTHER CAPITAL MANAGEMENT CORPCIK 0000310051 | 143,555 | $10.82M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 135,264 | $10.19M | +7,805 | ↑ INC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 111,150 | $8.37M | +1,663 | ↑ INC |
Ashton Thomas Private Wealth, LLCCIK 0002019663 | 106,639 | $8.03M | +106,639 | NEW |
FAYEZ SAROFIM & COCIK 0000937729 | 81,346 | $6.13M | – | no_change |
HOWARD FINANCIAL SERVICES, LTD.CIK 0001768130 | 68,082 | $5.11M | +70 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 58,843 | $4.43M | +35,671 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 49,361 | $3.72M | +23,983 | ↑ INC |
Uniplan Investment Counsel, Inc.CIK 0001520710 | 39,145 | $2.95M | +32,320 | ↑ INC |
MOODY NATIONAL BANK TRUST DIVISIONCIK 0001092903 | 35,185 | $2.65M | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 34,795 | $2.62M | -4,092 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 31,516 | $2.37M | -733 | ↓ DEC |
SCS Capital Management LLCCIK 0001303159 | 31,115 | $2.34M | – | no_change |
CHILTON CAPITAL MANAGEMENT LLCCIK 0001056859 | 31,096 | $2.33M | -917 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 26,819 | $2.02M | +1,778 | ↑ INC |
Significant Wealth Partners LLCCIK 0001964680 | 26,210 | $1.97M | +20,909 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 25,333 | $1.91M | -11,438 | ↓ DEC |
Qube Research & Technologies LtdCIK 0001729829 | 25,058 | $1.89M | +3,950 | ↑ INC |
Blue Trust, Inc.CIK 0001856022 | 25,055 | $1.89M | +3,297 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 23,481 | $1.76M | -291 | ↓ DEC |
Mraz, Amerine & Associates, Inc.CIK 0001542324 | 23,325 | $1.75M | -375 | ↓ DEC |
Greenfield Seitz Capital Management, LLCCIK 0002097528 | 23,100 | $1.74M | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Beacon Pointe Advisors, LLC↑ INC | +135,578 | $16.65M |
Ashton Thomas Private Wealth, LLCNEW | +106,639 | $8.03M |
MARSHALL WACE, LLP↑ INC | +35,671 | $4.43M |
Uniplan Investment Counsel, Inc.↑ INC | +32,320 | $2.95M |
Capital Analysts, LLC↑ INC | +29,850 | $2.31K |
TWO SIGMA INVESTMENTS, LP↑ INC | +23,983 | $3.72M |
Significant Wealth Partners LLC↑ INC | +20,909 | $1.97M |
Prospera Financial Services Inc↑ INC | +19,692 | $13.43M |
GK Wealth Management LLCNEW | +10,466 | $797.61K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW | +10,268 | $773.59K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -13,305 | $1.23M |
BANK OF AMERICA CORP /DE/↓ DEC | -11,438 | $1.91M |
Quadrature Capital Ltd↓ DEC | -6,574 | $608.75K |
Savant Capital, LLC↓ DEC | -5,982 | $448.65K |
&PARTNERS↓ DEC | -5,857 | $585.25K |
Clare Market Investments LLC↓ DEC | -5,818 | $1.64M |
VeraBank, N.A.↓ DEC | -4,272 | $1.49M |
CITADEL ADVISORS LLC↓ DEC | -4,092 | $2.62M |
Focus Partners Advisor Solutions, LLC↓ DEC | -3,058 | $230.41K |
AMERIPRISE FINANCIAL INC↓ DEC | -2,963 | $300.04K |