| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| NICOLET BANKSHARES INC | 0.15% | 0.13% | #2 | $483.6万 | 17.4万股 | $340.1万 | 12.6万股 | +4.8万股+37.86% | 加仓 | |
| BIP Wealth, LLC | 0.04% | 0.04% | #3 | $139.0万 | 5.0万股 | $96.9万 | 3.6万股 | +1.4万股+38.84% | 加仓 | |
| Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #4 | $81.9万 | 3.0万股 | $62.6万 | 2.3万股 | +6,225股+26.66% | 加仓 | |
| 简街集团JANE STREET GROUP, LLC | <0.01% | — | #5 | $36.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 | |
| Sherman Wealth Management LLC | 0.18% | 0.18% | #1 | $23.3万 | 8,400股 | $21.0万 | 7,839股 | +561股+7.16% | 加仓 | |
| 摩根大通JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $1.6万 | 578股 | $1,062 | 40股 | +538股+1,345.00% | 加仓 |
