Advanced Energy Industries Inc
AEIS- 交易所
- Nasdaq
- 產業
- Electronic Components, NEC
- SEC CIK
- 0000927003
近 90 天，Advanced Energy Industries Inc 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 682 家機構在 13F 申報持有，市值合計 $149.5 億；大師中只有Maverick 資本持有。
2023 年第 1 季 13F 持有人
Advanced Energy Industries Inc 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 288
- 較 2022 年第 4 季 −16 家
- 持有股數
- 3,790 萬
- 較 2022 年第 4 季 +61.7 萬 (+1.7%)
- 總市值
- $36.7 億
- 較 2022 年第 4 季 +$4.70 億 (+14.7%)
- 新進機構
- 20
- 另有 111 家加碼
- 清倉機構
- 36
- 另有 115 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AEIS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 682 | $149.5 億 |
| 2026 年第 1 季 | 580 | $131.6 億 |
| 2025 年第 4 季 | 465 | $86.1 億 |
| 2025 年第 3 季 | 401 | $68.1 億 |
| 2025 年第 2 季 | 372 | $52.8 億 |
| 2025 年第 1 季 | 355 | $38.3 億 |
| 2024 年第 4 季 | 319 | $47.3 億 |
| 2024 年第 3 季 | 316 | $41.8 億 |
| 2024 年第 2 季 | 306 | $43.3 億 |
| 2024 年第 1 季 | 311 | $40.0 億 |
| 2023 年第 4 季 | 291 | $43.6 億 |
| 2023 年第 3 季 | 296 | $39.7 億 |
| 2023 年第 2 季 | 291 | $42.1 億 |
| 2023 年第 1 季 | 288 | $36.7 億 |
| 2022 年第 4 季 | 306 | $32.0 億 |
| 2022 年第 3 季 | 275 | $28.8 億 |
| 2022 年第 2 季 | 261 | $27.0 億 |
| 2022 年第 1 季 | 269 | $32.2 億 |
| 2021 年第 4 季 | 271 | $33.4 億 |
| 2021 年第 3 季 | 258 | $32.3 億 |
| 2021 年第 2 季 | 278 | $42.2 億 |
| 2021 年第 1 季 | 299 | $40.2 億 |
2023 年第 1 季持有機構
每家機構持有 Advanced Energy Industries Inc 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $98 | 0.00% | −120−99.2% | 減碼 |
| Hexagon Capital Partners LLC | 1 | $98 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 7 | $686 | 0.00% | −1−12.5% | 減碼 |
| SRS Capital Advisors, Inc. | 7 | $686 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 7 | $686 | 0.00% | +1+16.7% | 加碼 |
| Glassman Wealth Services | 8 | $784 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 16 | $1,000 | 0.00% | +16 | 新進 |
| SJS Investment Consulting Inc. | 12 | $1,176 | 0.00% | +2+20.0% | 加碼 |
| IFP Advisors, Inc | 25 | $1,663 | 0.00% | −7−21.9% | 減碼 |
| Ameritas Advisory Services, LLC | 17 | $1,674 | 0.00% | +17 | 新進 |
| Bell Investment Advisors, Inc | 20 | $1,960 | 0.00% | +6+42.9% | 加碼 |
| Steward Financial Group LLC | 26 | $2,000 | 0.00% | +14+116.7% | 加碼 |
| JFS Wealth Advisors, LLC | 23 | $2,254 | 0.00% | −3−11.5% | 減碼 |
| BDO Wealth Advisors, LLC | 23 | $2,254 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 23 | $2,254 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 28 | $2,744 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 30 | $2,940 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 31 | $3,038 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 32 | $3,136 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 32 | $3,136 | 0.00% | +4+14.3% | 加碼 |
| Versant Capital Management, Inc | 34 | $3,332 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 36 | $3,528 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 47 | $4,606 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 53 | $5,194 | 0.00% | +53 | 新進 |
| Sageworth Trust Co | 55 | $5,390 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 73 | $7,154 | 0.00% | +73 | 新進 |
| Parallel Advisors, LLC | 74 | $7,252 | 0.00% | +20+37.0% | 加碼 |
| Global Retirement Partners, LLC | 86 | $7,524 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 105 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 110 | $1.08 萬 | 0.00% | +16+17.0% | 加碼 |
| Bessemer Group Inc | 129 | $1.30 萬 | 0.00% | +59+84.3% | 加碼 |
| Parkside Financial Bank & Trust | 149 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 178 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 182 | $1.78 萬 | 0.00% | −12−6.2% | 減碼 |
| Riverview Trust Co | 184 | $1.80 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 198 | $1.94 萬 | 0.00% | −26−11.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 210 | $2.06 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 262 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 328 | $3.20 萬 | 0.00% | −90−21.5% | 減碼 |
| Ellevest, Inc. | 333 | $3.26 萬 | 0.00% | +28+9.2% | 加碼 |
| Signaturefd, LLC | 350 | $3.43 萬 | 0.00% | −23−6.2% | 減碼 |
| Public Employees Retirement System of Ohio | 369 | $3.60 萬 | 0.00% | +9+2.5% | 加碼 |
| Umb Bank N A | 379 | $3.71 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 390 | $3.82 萬 | 0.00% | +171+78.1% | 加碼 |
| Pinebridge Investments, L.P. | 479 | $4.69 萬 | 0.00% | +136+39.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 499 | $4.90 萬 | 0.00% | +329+193.5% | 加碼 |
| Acadian Asset Management LLC | 505 | $4.90 萬 | 0.00% | +505 | 新進 |
| EverSource Wealth Advisors, LLC | 519 | $5.09 萬 | 0.01% | +18+3.6% | 加碼 |
| Covestor Ltd | 615 | $6.00 萬 | 0.05% | +609+10,150.0% | 加碼 |
| State of Wyoming | 648 | $6.35 萬 | 0.02% | +337+108.4% | 加碼 |
| Credit Agricole S A | 767 | $7.52 萬 | 0.00% | −243−24.1% | 減碼 |
| First Horizon Advisors, Inc. | 1,036 | $10.2 萬 | 0.00% | −47−4.3% | 減碼 |
| Lazard Asset Management LLC | 1,064 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,110 | $10.9 萬 | 0.00% | −46−4.0% | 減碼 |
| SG Americas Securities, LLC | 1,371 | $13.4 萬 | 0.00% | −15,152−91.7% | 減碼 |
| Eagle Bay Advisors LLC | 1,399 | $13.7 萬 | 0.08% | −143−9.3% | 減碼 |
| Quadrant Capital Group LLC | 1,754 | $17.2 萬 | 0.02% | +229+15.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,908 | $18.7 萬 | 0.00% | −151−7.3% | 減碼 |
| Metropolitan Life Insurance Co | 2,019 | $19.8 萬 | 0.01% | −296−12.8% | 減碼 |
| Advisor Partners II, LLC | 2,050 | $20.1 萬 | 0.01% | +2,050 | 新進 |
| Mercer Global Advisors Inc | 2,123 | $20.8 萬 | 0.00% | +2,123 | 新進 |
| Creative Planning | 2,149 | $21.1 萬 | 0.00% | +2,149 | 新進 |
| Occudo Quantitative Strategies LP | 2,167 | $21.2 萬 | 0.02% | −1,111−33.9% | 減碼 |
| Xponance, Inc. | 2,177 | $21.3 萬 | 0.00% | +2,177 | 新進 |
| David J Yvars Group | 2,205 | $21.6 萬 | 0.20% | +2,205 | 新進 |
| Profund Advisors LLC | 2,210 | $21.7 萬 | 0.01% | −152−6.4% | 減碼 |
| Axq Capital, LP | 2,338 | $22.9 萬 | 0.09% | +2,338 | 新進 |
| Glenmede Trust Co NA | 2,362 | $23.1 萬 | 0.00% | −193−7.6% | 減碼 |
| Corton Capital Inc. | 2,462 | $24.1 萬 | 0.17% | −110−4.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,462 | $24.1 萬 | 0.00% | +19+0.8% | 加碼 |
| Point72 Middle East FZE | 2,579 | $25.3 萬 | 0.01% | +2,241+663.0% | 加碼 |
| Ifrah Financial Services, Inc. | 2,590 | $25.4 萬 | 0.08% | −97−3.6% | 減碼 |
| Shell Asset Management Co | 2,602 | $25.5 萬 | 0.01% | −9−0.3% | 減碼 |
| Veriti Management LLC | 2,758 | $27.0 萬 | 0.03% | −49−1.7% | 減碼 |
| CWM Advisors, LLC | 2,809 | $27.5 萬 | 0.04% | −473−14.4% | 減碼 |
| Pearl River Capital, LLC | 2,872 | $28.1 萬 | 0.04% | −203−6.6% | 減碼 |
| Baron Wealth Management LLC | 2,877 | $28.2 萬 | 0.20% | 00.0% | 不變 |
| Walleye Trading LLC | 2,906 | $28.5 萬 | 0.01% | −5,185−64.1% | 減碼 |
| Snowden Capital Advisors LLC | 2,922 | $28.6 萬 | 0.01% | +22+0.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 2,926 | $28.7 萬 | 0.10% | −124−4.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,946 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| STRS Ohio | 3,000 | $29.4 萬 | 0.00% | +300+11.1% | 加碼 |
| AQR Capital Management LLC | 3,056 | $29.9 萬 | 0.00% | +685+28.9% | 加碼 |
| Brinker Capital Investments, LLC | 3,105 | $30.4 萬 | 0.00% | −72−2.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,105 | $30.4 萬 | 0.00% | +3,105 | 新進 |
| KBC Group NV | 3,111 | $30.5 萬 | 0.00% | −155−4.7% | 減碼 |
| JustInvest LLC | 3,128 | $30.7 萬 | 0.01% | +3,128 | 新進 |
| Mariner, LLC | 3,143 | $30.8 萬 | 0.00% | +305+10.7% | 加碼 |
| US Bancorp | 3,228 | $31.6 萬 | 0.00% | +452+16.3% | 加碼 |
| HighTower Advisors, LLC | 3,213 | $31.7 萬 | 0.00% | +40+1.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,314 | $32.4 萬 | 0.01% | +294+9.7% | 加碼 |
| Veritable, L.P. | 3,339 | $32.7 萬 | 0.01% | +263+8.6% | 加碼 |
| Los Angeles Capital Management LLC | 3,354 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 3,400 | $33.3 萬 | 0.00% | −900−20.9% | 減碼 |
| Alps Advisors Inc | 3,400 | $33.3 萬 | 0.00% | +3,400 | 新進 |
| Cetera Advisor Networks LLC | 3,425 | $33.6 萬 | 0.00% | +109+3.3% | 加碼 |
| Mackenzie Financial Corp | 3,478 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| FDx Advisors, Inc. | 4,175 | $35.8 萬 | 0.02% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 3,766 | $36.9 萬 | 0.14% | +129+3.5% | 加碼 |
| Vident Investment Advisory, LLC | 3,840 | $37.6 萬 | 0.01% | +1,477+62.5% | 加碼 |