| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Summit Global Investments | 9.83% | 8.46% | #1 | $1.71亿 | 392.2万股 | $1.38亿 | 370.3万股 | +21.9万股+5.92% | 加仓 | |
| Betterment智能投顾Betterment LLC | 0.01% | 0.01% | #2 | $344.7万 | 7.9万股 | $289.4万 | 7.8万股 | +1,191股+1.53% | 加仓 | |
| 高盛集团GOLDMAN SACHS GROUP INC | <0.01% | — | #6 | $157.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 | |
| LPL金融LPL Financial LLC | <0.01% | <0.01% | #5 | $74.7万 | 1.7万股 | $59.7万 | 1.6万股 | +1,070股+6.66% | 加仓 | |
| IMA Advisory Services, Inc. | <0.01% | — | #3 | $6.6万 | 1,525股 | $0 | 0股 | +1,525股 | 新买入 | |
| Transamerica Financial Advisors, LLC | <0.01% | <0.01% | #4 | $2.4万 | 561股 | $2.1万 | 561股 | 00.00% | 持仓不变 | |
| 瑞银集团UBS Group AG | <0.01% | <0.01% | #7 | $2.4万 | 556股 | $557 | 15股 | +541股+3,606.67% | 加仓 |
