| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #3 | $33.7万 | 7,963股 | $29.7万 | 7,963股 | 00.00% | 持仓不变 | |
| Cyr Financial Inc. | 0.14% | 0.13% | #1 | $26.4万 | 6,249股 | $22.7万 | 6,115股 | +134股+2.19% | 加仓 | |
| Integrated Wealth ConceptsIntegrated Wealth Concepts LLC | <0.01% | — | #4 | $3.4万 | 808股 | $0 | 0股 | +808股 | 新买入 | |
| 10Elms LLP | <0.01% | — | #2 | $2,279 | 54股 | $0 | 0股 | +54股 | 新买入 | |
| Farther金融顾问Farther Finance Advisors, LLC | <0.01% | <0.01% | #5 | $971 | 23股 | $448 | 12股 | +11股+91.67% | 加仓 | |
| 摩根大通JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $61 | 1股 | $52 | 1股 | 00.00% | 持仓不变 |