| 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 |
|---|---|---|---|---|---|---|---|---|---|
 | 10.61% | 9.89% | $1,335.3万 | 6.7万股 | $1,348.3万 | 7.7万股 | -1.1万股-13.68% | 减仓 | |
 | 7.84% | 6.96% | $986.8万 | 2.6万股 | $948.8万 | 3.3万股 | -7,032股-21.03% | 减仓 | |
 | 6.25% | 3.59% | $786.2万 | 7,774股 | $489.2万 | 5,783股 | +1,991股+34.43% | 加仓 | |
 | 6.06% | 2.81% | $762.7万 | 16.0万股 | $383.1万 | 9.3万股 | +6.7万股+71.95% | 加仓 | |
 | 5.93% | 4.11% | $747.0万 | 1.0万股 | $561.1万 | 1.6万股 | -6,085股-37.07% | 减仓 | |
 | 5.1% | — | $642.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 | |
 | 4.93% | 3.17% | $621.1万 | 1.8万股 | $432.7万 | 1.4万股 | +3,788股+26.46% | 加仓 | |
 | 4.65% | 7.02% | $584.9万 | 1.2万股 | $957.7万 | 2.8万股 | -1.6万股-56.78% | 减仓 | |
 | 4.4% | — | $554.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 | |
 | 4.35% | 2.69% | $548.1万 | 1.5万股 | $367.2万 | 1.3万股 | +2,567股+20.10% | 加仓 | |
 | 4.35% | 8.39% | $547.6万 | 1.9万股 | $1,143.6万 | 4.5万股 | -2.6万股-58.00% | 减仓 | |
 | 4.17% | — | $524.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 | |
| T赛默飞世尔TMO | 3.63% | — | $457.6万 | 9,127股 | $0 | 0股 | +9,127股 | 新买入 | |
 | 3.63% | — | $457.5万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 | |
 | 3.47% | 4.44% | $436.8万 | 3,642股 | $606.1万 | 6,590股 | -2,948股-44.73% | 减仓 | |
 | 3.27% | 2.36% | $411.7万 | 1.7万股 | $322.5万 | 1.5万股 | +1,787股+11.54% | 加仓 | |
 | 3.01% | — | $379.1万 | 9,122股 | $0 | 0股 | +9,122股 | 新买入 | |
 | 2.7% | 9.42% | $339.3万 | 6,023股 | $1,285.2万 | 2.2万股 | -1.6万股-73.19% | 减仓 | |
 | 2.48% | — | $312.5万 | 2,998股 | $0 | 0股 | +2,998股 | 新买入 | |
| DDIGITALOCEANDOCN | 2.36% | — | $296.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 | |
 | 2.33% | 3.56% | $293.3万 | 2.6万股 | $486.2万 | 4.1万股 | -1.5万股-37.31% | 减仓 | |
 | 2.3% | 7.7% | $289.7万 | 1,456股 | $1,050.1万 | 7,950股 | -6,494股-81.69% | 减仓 | |
 | 2.17% | 4.64% | $273.6万 | 6,889股 | $633.4万 | 2.0万股 | -1.3万股-65.40% | 减仓 | |
 | — | 1.96% | $0 | 0股 | $267.1万 | 7,215股 | -7,215股 | 清仓 | |
 | — | 3.59% | $0 | 0股 | $489.7万 | 11.1万股 | -11.1万股 | 清仓 | |
 | — | 3.09% | $0 | 0股 | $421.5万 | 4,829股 | -4,829股 | 清仓 | |
 | — | 3.86% | $0 | 0股 | $526.3万 | 7,429股 | -7,429股 | 清仓 | |
 | — | 4.62% | $0 | 0股 | $630.3万 | 6,554股 | -6,554股 | 清仓 | |
 | — | 1.51% | $0 | 0股 | $206.6万 | 1.2万股 | -1.2万股 | 清仓 | |
| KKLARNAKLAR | — | 0.59% | $0 | 0股 | $80.7万 | 5.8万股 | -5.8万股 | 清仓 |
