| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2.44% | 2.49% | #1 | $565.6万 | 21.3万股 | $589.9万 | 22.0万股 | -7,597股-3.45% | 减仓 | |
| WORLD EQUITY GROUP, INC. | 0.88% | 0.95% | #3 | $391.4万 | 14.7万股 | $366.4万 | 13.7万股 | +1.0万股+7.57% | 加仓 | |
| CMC Financial Group | 1.29% | 1.31% | #2 | $66.6万 | 2.5万股 | $67.0万 | 2.5万股 | +26股+0.10% | 加仓 | |
| 财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #4 | $31.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 | |
| 瑞银集团UBS Group AG | <0.01% | <0.01% | #6 | $3.2万 | 1,206股 | $3.9万 | 1,441股 | -235股-16.31% | 减仓 | |
| 加拿大皇家银行ROYAL BANK OF CANADA | <0.01% | — | #7 | $1.0万 | 391股 | $0 | 0股 | +391股 | 新买入 | |
| IFP顾问IFP Advisors, Inc | <0.01% | — | #5 | $2,474 | 93股 | $0 | 0股 | +93股 | 新买入 |
