| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|---|---|---|---|---|---|---|---|---|
| AAVANTORAVTR | 32.7% | 25.52% | $4,551.5万 | 459.8万股 | $3,400.2万 | 433.7万股 | +26.1万股+6.01% | 加仓 | |
| RROBERT HALFRHI | 22.62% | 22.73% | $3,148.9万 | 102.6万股 | $3,028.5万 | 119.2万股 | -16.7万股-13.98% | 减仓 | |
 | 22.22% | 24.99% | $3,093.2万 | 291.5万股 | $3,330.4万 | 287.1万股 | +4.4万股+1.55% | 加仓 | |
 | 18.5% | 23.17% | $2,575.7万 | 334.5万股 | $3,088.3万 | 353.8万股 | -19.3万股-5.44% | 减仓 | |
 | 0.93% | 0.77% | $130.1万 | 2.7万股 | $102.2万 | 2.7万股 | 00.00% | 持仓不变 | |
 | 0.65% | — | $91.0万 | 7,315股 | $0 | 0股 | +7,315股 | 新买入 | |
 | 0.65% | 0.5% | $89.9万 | 7,407股 | $66.0万 | 6,700股 | +707股+10.55% | 加仓 | |
 | 0.61% | — | $85.0万 | 9,876股 | $0 | 0股 | +9,876股 | 新买入 | |
 | 0.59% | 0.64% | $82.2万 | 1.9万股 | $84.8万 | 1.9万股 | +276股+1.47% | 加仓 | |
| PPVHPVH | 0.51% | 0.5% | $71.6万 | 9,637股 | $66.3万 | 9,498股 | +139股+1.46% | 加仓 | |
| C花旗集团C | — | 0.63% | $0 | 0股 | $83.4万 | 7,356股 | -7,356股 | 清仓 | |
 | — | 0.57% | $0 | 0股 | $76.0万 | 2.7万股 | -2.7万股 | 清仓 |
