 苹果AAPL |
| 11.71% | 10.79% | $5,353.3万 | 18.5万股 | $4,383.8万 | 17.3万股 | +1.2万股+7.11% | 加仓 |
 英伟达NVDA |
| 4.14% | 3.84% | $1,890.4万 | 9.4万股 | $1,561.7万 | 9.0万股 | +4,931股+5.51% | 加仓 |
 博通AVGO |
| 4.01% | 3.67% | $1,835.0万 | 4.9万股 | $1,492.7万 | 4.8万股 | +350股+0.73% | 加仓 |
| V先锋领航指数基金VOO |
| 4% | 3.54% | $1,826.6万 | 2.7万股 | $1,440.0万 | 2.4万股 | +2,497股+10.36% | 加仓 |
 微软MSFT |
| 3.16% | 3.46% | $1,444.6万 | 3.9万股 | $1,406.0万 | 3.8万股 | +744股+1.96% | 加仓 |
 亚马逊AMZN |
| 2.58% | 2.46% | $1,177.3万 | 4.9万股 | $999.5万 | 4.8万股 | +1,403股+2.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.41% | 2.14% | $1,102.2万 | 1.5万股 | $869.9万 | 1.3万股 | +1,385股+10.36% | 加仓 |
 谷歌AGOOGL |
| 2.4% | 2.32% | $1,097.1万 | 3.1万股 | $942.2万 | 3.3万股 | -2,066股-6.31% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.03% | 1.9% | $926.9万 | 5.9万股 | $772.0万 | 5.6万股 | +3,246股+5.82% | 加仓 |
| IiShares安硕信托IVV |
| 1.98% | 1.88% | $906.9万 | 1.2万股 | $761.8万 | 1.2万股 | +447股+3.83% | 加仓 |
| CCACI国际CACI |
| 1.97% | 2.85% | $901.9万 | 1.9万股 | $1,159.3万 | 2.1万股 | -1,847股-8.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.88% | 2.16% | $858.1万 | 1.7万股 | $877.9万 | 1.8万股 | -1,172股-6.40% | 减仓 |
| G通用动力VTI |
| 1.69% | 1.61% | $774.2万 | 2.1万股 | $654.5万 | 2.0万股 | +519股+2.54% | 加仓 |
 沃尔玛WMT |
| 1.42% | 1.75% | $649.1万 | 5.7万股 | $709.6万 | 5.7万股 | +206股+0.36% | 加仓 |
| I景顺QQQ信托VOO |
| 1.31% | 1.34% | $598.6万 | 8,128股 | $543.2万 | 9,411股 | -1,283股-13.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.27% | 1.13% | $581.3万 | 1.6万股 | $460.0万 | 1.6万股 | +417股+2.60% | 加仓 |
| IIBMIBM |
| 1.21% | 1.15% | $552.3万 | 2.0万股 | $469.2万 | 1.9万股 | +284股+1.47% | 加仓 |
 迈威尔MRVL |
| 0.9% | 0.33% | $411.3万 | 1.4万股 | $132.3万 | 1.3万股 | +453股+3.39% | 加仓 |
| IiShares安硕·COREIJR |
| 0.88% | 0.8% | $402.6万 | 2.7万股 | $327.0万 | 2.6万股 | +844股+3.21% | 加仓 |
 ILLUMINAILMN |
| 0.87% | 1.07% | $399.6万 | 2.3万股 | $432.9万 | 3.5万股 | -1.2万股-35.29% | 减仓 |
| IiShares安硕信托AOA |
| 0.81% | 0.81% | $372.3万 | 3.8万股 | $329.5万 | 3.7万股 | +915股+2.46% | 加仓 |
| V先锋领航指数基金VUG |
| 0.81% | 0.9% | $371.6万 | 4.3万股 | $364.9万 | 8,353股 | +3.5万股+416.39% | 加仓 |
| AASTRANA HEALTHASTH |
| 0.79% | 0.47% | $360.9万 | 7.8万股 | $190.7万 | 7.8万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.75% | 0.89% | $343.5万 | 3,672股 | $363.4万 | 3,647股 | +25股+0.69% | 加仓 |
| DDimensional维度·USDFUV |
| 0.72% | 0.72% | $327.8万 | 6.0万股 | $291.9万 | 6.0万股 | -658股-1.09% | 减仓 |
 Meta平台META |
| 0.71% | 0.76% | $326.4万 | 5,794股 | $307.9万 | 5,381股 | +413股+7.68% | 加仓 |
 特斯拉TSLA |
| 0.71% | 0.65% | $325.2万 | 7,731股 | $264.3万 | 7,110股 | +621股+8.73% | 加仓 |
 BANK OF MARIN BANCORP COMBMRC |
| 0.7% | 0.73% | $319.9万 | 11.5万股 | $296.0万 | 11.5万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.68% | 0.66% | $310.0万 | 10.5万股 | $270.1万 | 10.5万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.67% | 0.31% | $305.3万 | 2.2万股 | $127.7万 | 2.9万股 | -7,073股-24.44% | 减仓 |
 摩根大通JPM |
| 0.66% | 0.66% | $302.4万 | 9,237股 | $268.4万 | 9,124股 | +113股+1.24% | 加仓 |
 甲骨文ORCL |
| 0.63% | 0.7% | $288.5万 | 2.0万股 | $284.9万 | 1.9万股 | +324股+1.67% | 加仓 |
 礼来LLY |
| 0.63% | 0.52% | $286.6万 | 2,389股 | $212.2万 | 2,307股 | +82股+3.55% | 加仓 |
 RobinhoodHOOD |
| 0.61% | 0.48% | $280.2万 | 2.8万股 | $194.0万 | 2.8万股 | -50股-0.18% | 减仓 |
| KKORN FERRYKFY |
| 0.6% | 0.64% | $276.4万 | 4.2万股 | $261.4万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.58% | 0.61% | $265.8万 | 1.2万股 | $246.8万 | 1.2万股 | +15股+0.13% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.6% | $260.6万 | 2.5万股 | $243.4万 | 2.5万股 | +34股+0.14% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.56% | 0.6% | $258.0万 | 3.1万股 | $244.4万 | 3.1万股 | +526股+1.71% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.54% | 0.55% | $247.9万 | 8.0万股 | $222.0万 | 8.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.54% | 0.55% | $247.3万 | 8,232股 | $221.6万 | 9.4万股 | -8.6万股-91.28% | 减仓 |
 强生JNJ |
| 0.54% | 0.68% | $247.2万 | 9,734股 | $276.6万 | 1.1万股 | -1,581股-13.97% | 减仓 |
| I景顺·S&PIDMO |
| 0.53% | — | $241.2万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 家得宝HD |
| 0.5% | 0.53% | $230.5万 | 6,536股 | $213.8万 | 6,501股 | +35股+0.54% | 加仓 |
| IiShares安硕信托IVW |
| 0.5% | 0.46% | $228.8万 | 1.7万股 | $188.1万 | 1.7万股 | +3股+0.02% | 加仓 |
 宝洁PG |
| 0.5% | 0.62% | $227.5万 | 1.6万股 | $251.3万 | 1.7万股 | -1,882股-10.82% | 减仓 |
 VisaV |
| 0.49% | 0.48% | $223.5万 | 6,515股 | $193.6万 | 6,404股 | +111股+1.73% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.47% | 0.47% | $217.0万 | 6.4万股 | $191.0万 | 6.6万股 | -1,441股-2.20% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.46% | 0.52% | $212.5万 | 4.2万股 | $212.1万 | 4.2万股 | +82股+0.19% | 加仓 |
 埃克森美孚XOM |
| 0.46% | 0.77% | $211.6万 | 1.5万股 | $312.2万 | 1.8万股 | -2,925股-15.90% | 减仓 |
 NETFLIXNFLX |
| 0.46% | 0.72% | $210.0万 | 2.9万股 | $292.2万 | 3.0万股 | -982股-3.23% | 减仓 |
