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 | 2,753,009 | $16.55M | -107,974 | ↓ DEC |
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 2,200,519 | $13.23M | -878,722 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 1,366,086 | $8.21M | +359,187 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 801,138 | $4.81M | -56,147 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 573,554 | $3.45M | +15,944 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 551,585 | $3.31M | +48,514 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 510,283 | $3.07M | +1,852 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 383,485 | $2.30M | +137,555 | ↑ INC |
Pekin Hardy Strauss, Inc.CIK 0001020317 | 380,699 | $2.29M | -32,111 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 336,262 | $2.02M | -97,745 | ↓ DEC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 261,324 | $1.57M | +919 | ↑ INC |
Uncommon Cents Investing LLCCIK 0001729754 | 249,660 | $1.50M | +44,400 | ↑ INC |
Mutual Advisors, LLCCIK 0001694080 | 244,450 | $1.47M | -20,110 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 244,294 | $1.47M | +7,936 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 228,315 | $1.37M | +5,157 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 210,555 | $1.27M | -44,269 | ↓ DEC |
Mills Wealth Advisors LLCCIK 0002029294 | 203,809 | $1.23M | -11,135 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 203,246 | $1.22M | -9,914 | ↓ DEC |
Kaizen Financial StrategiesCIK 0001842013 | 174,506 | $1.16M | +3,126 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 186,688 | $1.12M | +5,246 | ↑ INC |
US BANCORP \DE\CIK 0000036104 | 176,492 | $1.06M | – | no_change |
Shaker Financial Services, LLCCIK 0001511794 | 150,874 | $906.75K | -28,803 | ↓ DEC |
INVICTUS PRIVATE WEALTH, LLCCIK 0001939208 | 113,376 | $681.39K | +2,444 | ↑ INC |
Bramshill Investments, LLCCIK 0001619899 | 109,997 | $661.08K | -812 | ↓ DEC |
Compound Planning, Inc.CIK 0001978879 | 109,127 | $655.85K | +6,526 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +359,187 | $8.21M |
Janney Montgomery Scott LLC↑ INC | +187,133 | $1.37K |
OSAIC HOLDINGS, INC.↑ INC | +137,555 | $2.30M |
Mason & Associates IncNEW | +83,986 | $495.52K |
Rareview Capital LLC↑ INC | +48,514 | $3.31M |
Uncommon Cents Investing LLC↑ INC | +44,400 | $1.50M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +35,498 | $328.36K |
UBS Group AG↑ INC | +25,771 | $302.95K |
Pacific Wealth Strategies Group, Inc.NEW | +16,000 | $96.16K |
LPL Financial LLC↑ INC | +15,944 | $3.45M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC↓ DEC | -878,722 | $13.23M |
DEUTSCHE BANK AG\↓ DEC | -198,761 | $475.00 |
MORGAN STANLEY↓ DEC | -107,974 | $16.55M |
Advisors Asset Management, Inc.↓ DEC | -97,745 | $2.02M |
Invesco Ltd.↓ DEC | -56,147 | $4.81M |
BANK OF AMERICA CORP /DE/↓ DEC | -44,269 | $1.27M |
JANE STREET GROUP, LLC↓ DEC | -38,948 | $130.81K |
Private Advisor Group, LLC↓ DEC | -38,912 | $635.52K |
Rockefeller Capital Management L.P.↓ DEC | -35,653 | $8.87K |
Pekin Hardy Strauss, Inc.↓ DEC | -32,111 | $2.29M |