| 历史所有权 | 投资组合占比 | 上一季度占比 | 排名 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Turner Financial Group, Inc. | 5.26% | — | #1 | $528.4万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #4 | $279.9万 | 7.7万股 | $280.3万 | 8.2万股 | -4,882股-5.96% | 减仓 | |
| IFP顾问IFP Advisors, Inc | 0.04% | 0.04% | #2 | $202.3万 | 5.6万股 | $182.6万 | 5.3万股 | +2,311股+4.33% | 加仓 | |
| Mather集团MATHER GROUP, LLC. | 0.01% | 0.02% | #3 | $171.9万 | 4.7万股 | $243.0万 | 7.1万股 | -2.4万股-33.40% | 减仓 | |
| GTS SECURITIES LLC | <0.01% | — | #5 | $21.9万 | 6,039股 | $0 | 0股 | +6,039股 | 新买入 | |
| 港湾投资HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #6 | $6,901 | 190股 | $6,498 | 190股 | 00.00% | 持仓不变 | |
| 瑞银集团UBS Group AG | <0.01% | <0.01% | #7 | $1,998 | 55股 | $3.9万 | 1,151股 | -1,096股-95.22% | 减仓 |
