| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 0.5% | 0.52% | #1 | $162.3万 | 2.3万股 | $140.1万 | 2.4万股 | -105股-0.45% | 减仓 | |
| Colorado Capital Management, Inc. | 0.38% | 0.37% | #2 | $111.3万 | 1.6万股 | $99.4万 | 1.7万股 | -635股-3.79% | 减仓 | |
| Hurley Capital, LLC | 0.05% | 0.04% | #3 | $8.8万 | 1,272股 | $7.5万 | 1,267股 | +5股+0.39% | 加仓 | |
| 摩根士丹利MORGAN STANLEY | <0.01% | <0.01% | #5 | $8.3万 | 1,199股 | $7.8万 | 1,200股 | -1股-0.08% | 减仓 | |
| Coston, McIsaac & Partners | <0.01% | <0.01% | #4 | $1.6万 | 236股 | $1.4万 | 236股 | 00.00% | 持仓不变 | |
| 美世全球顾问MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #6 | $2,074 | 30股 | $0 | 0股 | +30股 | 新买入 |
