| 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 |
|---|---|---|---|---|---|---|---|---|---|
 | 4.34% | 3.33% | $1,997.3万 | 24.2万股 | $1,386.7万 | 17.4万股 | +6.8万股+38.75% | 加仓 | |
 | 3.8% | 3.74% | $1,749.7万 | 4.6万股 | $1,559.7万 | 5.0万股 | -4,072股-8.08% | 减仓 | |
 | 2.82% | 2.64% | $1,298.2万 | 4.0万股 | $1,099.1万 | 3.7万股 | +2,296股+6.14% | 加仓 | |
| AAlphabet Inc Class CGOOG | 2.65% | 2.62% | $1,218.0万 | 3.4万股 | $1,091.8万 | 3.8万股 | -3,587股-9.42% | 减仓 | |
| V先锋领航指数基金VOO | 2.4% | — | $1,104.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 | |
 | 2.18% | 1.8% | $1,003.8万 | 1.4万股 | $751.0万 | 1.4万股 | +115股+0.82% | 加仓 | |
 | 2.09% | 7.63% | $963.9万 | 4.8万股 | $3,178.6万 | 18.2万股 | -13.4万股-73.57% | 减仓 | |
 | 2.09% | 2.05% | $962.4万 | 3.3万股 | $855.2万 | 3.4万股 | -435股-1.29% | 减仓 | |
 | 2.08% | 2.54% | $957.9万 | 3.3万股 | $1,058.3万 | 3.1万股 | +2,302股+7.51% | 加仓 | |
 | 1.97% | 1.95% | $906.4万 | 2.5万股 | $811.5万 | 2.3万股 | +1,965股+8.52% | 加仓 | |
 | 1.79% | 1.64% | $824.3万 | 2.2万股 | $682.2万 | 1.8万股 | +3,671股+19.92% | 加仓 | |
| BBANK OF AMERBAC | 1.74% | 1.57% | $801.3万 | 14.1万股 | $655.1万 | 13.4万股 | +6,251股+4.65% | 加仓 | |
 | 1.69% | 1.63% | $775.9万 | 3.1万股 | $679.3万 | 3.1万股 | -398股-1.27% | 减仓 | |
 | 1.64% | 2.38% | $754.4万 | 4.9万股 | $992.3万 | 4.9万股 | -260股-0.53% | 减仓 | |
 | 1.58% | 1.58% | $727.3万 | 6,977股 | $657.7万 | 6,710股 | +267股+3.98% | 加仓 | |
 | 1.48% | 1.36% | $682.9万 | 3.1万股 | $568.1万 | 2.5万股 | +5,916股+23.93% | 加仓 | |
 | 1.45% | 1.3% | $669.2万 | 2.2万股 | $541.6万 | 2.8万股 | -5,445股-19.52% | 减仓 | |
 | 1.44% | 1.59% | $660.5万 | 2.6万股 | $662.9万 | 2.7万股 | -1,109股-4.09% | 减仓 | |
 | 1.43% | 1.61% | $656.5万 | 6.9万股 | $670.2万 | 6.9万股 | -839股-1.21% | 减仓 | |
 | 1.4% | 1.55% | $643.9万 | 11.1万股 | $646.2万 | 11.2万股 | -795股-0.71% | 减仓 | |
 | 1.38% | 1.49% | $634.5万 | 7.3万股 | $620.1万 | 7.6万股 | -2,280股-3.01% | 减仓 | |
 | 1.35% | 1.91% | $619.4万 | 2.7万股 | $794.8万 | 4.4万股 | -1.7万股-38.87% | 减仓 | |
 | 1.33% | 0.96% | $610.4万 | 5.2万股 | $402.0万 | 5.2万股 | +160股+0.31% | 加仓 | |
 | 1.32% | 0.17% | $607.0万 | 5,061股 | $69.0万 | 750股 | +4,311股+574.80% | 加仓 | |
 | 1.27% | 1.59% | $583.7万 | 4.3万股 | $664.6万 | 4.3万股 | +315股+0.74% | 加仓 | |
 | 1.21% | 1.05% | $558.5万 | 1.6万股 | $437.0万 | 1.3万股 | +2,549股+19.18% | 加仓 | |
 | 1.17% | 1.33% | $540.0万 | 3.1万股 | $555.8万 | 3.2万股 | -1,695股-5.25% | 减仓 | |
 | 1.16% | — | $535.8万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 | |
| Q高通QCOM | 1.13% | 1.03% | $521.2万 | 2.8万股 | $428.1万 | 3.3万股 | -5,036股-15.15% | 减仓 | |
 | 1.12% | 1.09% | $516.9万 | 2.2万股 | $453.8万 | 2.2万股 | -100股-0.46% | 减仓 | |
| B纽约梅隆银行BK | 1.12% | 0.83% | $516.6万 | 3.6万股 | $347.1万 | 2.9万股 | +6,465股+22.10% | 加仓 | |
 | 1.11% | 1.18% | $511.0万 | 6.9万股 | $490.5万 | 6.7万股 | +1,342股+1.99% | 加仓 | |
 | 1.03% | 1.19% | $473.5万 | 3.3万股 | $494.8万 | 3.8万股 | -4,685股-12.41% | 减仓 | |
 | 0.88% | 0.87% | $407.2万 | 2.7万股 | $361.3万 | 2.3万股 | +4,251股+18.79% | 加仓 | |
 | 0.87% | 1.29% | $399.6万 | 1.7万股 | $537.6万 | 1.9万股 | -2,227股-11.75% | 减仓 | |
 | 0.87% | 0.84% | $399.2万 | 3.3万股 | $351.9万 | 3.3万股 | -13股-0.04% | 减仓 | |
 | 0.85% | 0.08% | $392.0万 | 4.3万股 | $34.1万 | 3,325股 | +4.0万股+1,199.31% | 加仓 | |
 | 0.84% | 0.83% | $385.3万 | 7,845股 | $345.7万 | 8,295股 | -450股-5.42% | 减仓 | |
 | 0.82% | 1.03% | $377.5万 | 9,091股 | $429.8万 | 9,903股 | -812股-8.20% | 减仓 | |
 | 0.78% | 0.41% | $360.4万 | 1.1万股 | $169.4万 | 1.1万股 | 00.00% | 持仓不变 | |
| RRELIANCERS | 0.78% | 0.77% | $360.2万 | 9,641股 | $322.2万 | 1.1万股 | -959股-9.05% | 减仓 | |
 | 0.76% | 0.41% | $348.8万 | 3,079股 | $172.1万 | 2,362股 | +717股+30.36% | 加仓 | |
 | 0.75% | 0.94% | $347.4万 | 4.1万股 | $392.5万 | 5.5万股 | -1.4万股-26.02% | 减仓 | |
 | 0.75% | 0.74% | $347.0万 | 1.6万股 | $307.2万 | 1.6万股 | -955股-5.80% | 减仓 | |
 | 0.72% | 0.71% | $331.8万 | 1.2万股 | $296.0万 | 1.2万股 | 00.00% | 持仓不变 | |
 | 0.72% | 0.56% | $329.3万 | 5.5万股 | $233.7万 | 4.5万股 | +9,588股+21.34% | 加仓 | |
 | 0.71% | 0.49% | $327.8万 | 4.5万股 | $204.1万 | 2.8万股 | +1.7万股+60.06% | 加仓 | |
 | 0.69% | 0.81% | $319.2万 | 8.6万股 | $336.0万 | 8.4万股 | +1,631股+1.93% | 加仓 | |
 | 0.69% | 0.59% | $318.9万 | 8,953股 | $244.7万 | 8,923股 | +30股+0.34% | 加仓 | |
 | 0.68% | — | $315.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
