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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,361,230 | $53.47M | +290,771 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,138,657 | $44.73M | +68,963 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 819,415 | $32.19M | +39,970 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 576,373 | $22.64M | +41,008 | ↑ INC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 519,585 | $17.07M | +517,585 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 424,402 | $16.67M | -105,774 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 365,861 | $14.37M | +22,695 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 359,278 | $14.11M | +30,736 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 332,261 | $13.05M | -36,674 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 298,420 | $11.72M | +14,814 | ↑ INC |
UBS Group AGCIK 0001610520 | 262,401 | $10.31M | +41,260 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 253,611 | $9.96M | -1,697 | ↓ DEC |
OAK FAMILY ADVISORS, LLCCIK 0001846161 | 230,396 | $9.05M | +6,174 | ↑ INC |
Magnus Financial Group LLCCIK 0001765216 | 230,239 | $9.04M | -1,489 | ↓ DEC |
Sterling Investment Advisors, Ltd.CIK 0001701132 | 192,424 | $7.56M | +3,096 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 165,248 | $6.49M | -3,322 | ↓ DEC |
Wealthspire Advisors, LLCCIK 0001646247 | 151,869 | $5.97M | +7,559 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 150,589 | $5.92M | +554 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 138,375 | $5.44M | -772 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 132,699 | $5.21M | -835 | ↓ DEC |
JBR Co Financial Management IncCIK 0002017878 | 142,112 | $5.20M | – | no_change |
Gerald Baker Financial Group LLCCIK 0002133489 | 156,483 | $4.96M | +156,483 | NEW |
Mariner, LLCCIK 0001373442 | 111,222 | $4.37M | -7,762 | ↓ DEC |
HBW ADVISORY SERVICES LLCCIK 0001790525 | 110,909 | $4.36M | +1,893 | ↑ INC |
REAVES W H & CO INCCIK 0000740913 | 84,562 | $3.32M | +1,236 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Quantum Portfolio Management LLC↑ INC | +109,649,816 | $430.75K |
EverSource Wealth Advisors, LLC↑ INC | +517,585 | $17.07M |
BANK OF AMERICA CORP /DE/↑ INC | +290,771 | $53.47M |
Gerald Baker Financial Group LLCNEW | +156,483 | $4.96M |
MORGAN STANLEY↑ INC | +68,963 | $44.73M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +55,461 | $2.28M |
UBS Group AG↑ INC | +41,260 | $10.31M |
ROYAL BANK OF CANADA↑ INC | +41,008 | $22.64M |
LPL Financial LLC↑ INC | +39,970 | $32.19M |
Jefferies Financial Group Inc.↑ INC | +31,423 | $2.47M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -105,774 | $16.67M |
AMERIPRISE FINANCIAL INC↓ DEC | -36,674 | $13.05M |
Corient Private Wealth LLC↓ DEC | -35,280 | $401.13K |
World Investment Advisors↓ DEC | -30,586 | $1.27M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -21,755 | $1.78M |
Sowell Financial Services LLC↓ DEC | -15,583 | $1.54M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -14,604 | $2.87M |
Mariner, LLC↓ DEC | -7,762 | $4.37M |
Concurrent Investment Advisors, LLC↓ DEC | -4,545 | $222.95K |
XTX Topco Ltd↓ DEC | -3,833 | $432.51K |