| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #4 | $5,406 | 218股 | $6,005 | 244股 | -26股-10.66% | 减仓 | |
| Comprehensive Financial Planning, Inc./PA | <0.01% | <0.01% | #1 | $2,852 | 115股 | $2,830 | 115股 | 00.00% | 持仓不变 | |
| First Command顾问服务First Command Advisory Services, Inc. | <0.01% | — | #3 | $1,438 | 58股 | $0 | 0股 | +58股 | 新买入 | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #2 | $172 | 7股 | $172 | 7股 | 00.00% | 持仓不变 |