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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,160,952 | $11.46M | -81,762 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 978,215 | $9.65M | +479,443 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 690,510 | $6.82M | -164,954 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 686,775 | $6.78M | +42,066 | ↑ INC |
UBS Group AGCIK 0001610520 | 571,971 | $5.65M | +3,282 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 517,765 | $5.10M | +85,066 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 493,823 | $4.87M | +18,626 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 366,523 | $3.62M | +22,208 | ↑ INC |
Leo Wealth, LLCCIK 0001912202 | 319,284 | $3.15M | +58,234 | ↑ INC |
GREATMARK INVESTMENT PARTNERS, INC.CIK 0001540944 | 248,750 | $2.46M | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 236,923 | $2.34M | -8,284 | ↓ DEC |
N.E.W. Advisory Services LLCCIK 0001803456 | 229,958 | $2.27M | +105,498 | ↑ INC |
MACKAY SHIELDS LLCCIK 0000061227 | 209,167 | $2.06M | -99,376 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 193,977 | $1.91M | -1,412 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 187,141 | $1.85M | +58,961 | ↑ INC |
Melone Private Wealth, LLCCIK 0001905765 | 172,859 | $1.71M | -22,518 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 169,229 | $1.67M | +9,550 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 162,832 | $1.61M | +54,317 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 149,384 | $1.47M | -22,397 | ↓ DEC |
Gridiron Partners, LLCCIK 0001910867 | 129,726 | $1.28M | -20,257 | ↓ DEC |
Indiana Trust & Investment Management CoCIK 0001356407 | 122,000 | $1.20M | -41,647 | ↓ DEC |
Claro Advisors Inc.CIK 0001764386 | 112,530 | $1.11M | -897 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 112,452 | $1.11M | -258,570 | ↓ DEC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 98,926 | $976.40K | +72,981 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 89,170 | $880.11K | -417,477 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Hennion & Walsh Asset Management, Inc.↑ INC | +479,443 | $9.65M |
N.E.W. Advisory Services LLC↑ INC | +105,498 | $2.27M |
AMERIPRISE FINANCIAL INC↑ INC | +85,066 | $5.10M |
HARBOUR INVESTMENTS, INC.↑ INC | +72,981 | $976.40K |
Cetera Investment Advisers↑ INC | +58,961 | $1.85M |
Leo Wealth, LLC↑ INC | +58,234 | $3.15M |
Stratos Wealth Partners, LTD.↑ INC | +54,317 | $1.61M |
Wealth Care LLCNEW | +50,000 | $493.50K |
MORGAN STANLEY↑ INC | +42,066 | $6.78M |
Summit Trail Advisors, LLC↑ INC | +27,402 | $405.12K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Fiera Capital Corp↓ DEC | -417,477 | $880.11K |
TRUIST FINANCIAL CORP↓ DEC | -258,570 | $1.11M |
LPL Financial LLC↓ DEC | -164,954 | $6.82M |
MACKAY SHIELDS LLC↓ DEC | -99,376 | $2.06M |
GUGGENHEIM CAPITAL LLC↓ DEC | -81,762 | $11.46M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -53,794 | $6.61K |
Invesco Ltd.↓ DEC | -51,085 | $411.59K |
Indiana Trust & Investment Management Co↓ DEC | -41,647 | $1.20M |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -25,435 | $6.00 |
Melone Private Wealth, LLC↓ DEC | -22,518 | $1.71M |