| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 0.84% | 0.94% | #1 | $3,847.8万 | 116.1万股 | $3,780.0万 | 126.1万股 | -10.0万股-7.95% | 减仓 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.67% | 0.55% | #2 | $331.3万 | 10.0万股 | $214.9万 | 7.2万股 | +2.8万股+39.43% | 加仓 | |
| 摩根大通JPMORGAN CHASE & CO | <0.01% | <0.01% | #4 | $298.6万 | 9.0万股 | $203.9万 | 6.9万股 | +2.1万股+30.85% | 加仓 | |
| 加拿大皇家银行ROYAL BANK OF CANADA | <0.01% | <0.01% | #5 | $44.0万 | 1.3万股 | $67.5万 | 2.3万股 | -9,226股-40.99% | 减仓 | |
| OSAIC控股OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #3 | $40.5万 | 1.2万股 | $23.7万 | 7,900股 | +4,311股+54.57% | 加仓 | |
| 富国银行WELLS FARGO & COMPANY/MN | <0.01% | — | #6 | $6.1万 | 1,852股 | $0 | 0股 | +1,852股 | 新买入 |
