| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Plancorp, LLC | 0.04% | 0.04% | #3 | $163.8万 | 2.1万股 | $155.5万 | 2.1万股 | 00.00% | 持仓不变 | |
| 城堡顾问CITADEL ADVISORS LLC | <0.01% | <0.01% | #6 | $56.6万 | 7,610股 | $69.4万 | 9,506股 | -1,896股-19.95% | 减仓 | |
| Verus Financial Partners, Inc. | 0.03% | 0.03% | #4 | $33.1万 | 4,447股 | $32.2万 | 4,447股 | 00.00% | 持仓不变 | |
| Rialto Wealth Management, LLC | 0.04% | — | #2 | $20.4万 | 2,750股 | $0 | 0股 | +2,750股 | 新买入 | |
| ELEVATE WEALTH ADVISORY, INC | 0.06% | 0.07% | #1 | $11.0万 | 1,479股 | $10.8万 | 1,479股 | 00.00% | 持仓不变 | |
| 瑞银集团UBS Group AG | <0.01% | <0.01% | #7 | $3.5万 | 475股 | $2.4万 | 323股 | +152股+47.06% | 加仓 | |
| LAM GROUP, INC. | 0.01% | 0.01% | #5 | $1.5万 | 205股 | $1.3万 | 180股 | +25股+13.89% | 加仓 |
