 微软MSFT |
| 3.27% | 1.35% | $28.3万 | 753股 | $128.7万 | 3,428股 | -2,675股-78.03% | 减仓 |
 苹果AAPL |
| 3.21% | 2.94% | $27.8万 | 1,443股 | $280.1万 | 1.3万股 | -1.1万股-88.56% | 减仓 |
 Meta平台META |
| 2.5% | 0.32% | $21.7万 | 294股 | $31.0万 | 537股 | -243股-45.25% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.89% | 0.13% | $16.4万 | 1,057股 | $11.9万 | 679股 | +378股+55.67% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 1.65% | 0.16% | $14.3万 | 1.1万股 | $14.9万 | 9,953股 | +1,316股+13.22% | 加仓 |
 亚马逊AMZN |
| 1.63% | 1.41% | $14.1万 | 927股 | $134.6万 | 7,075股 | -6,148股-86.90% | 减仓 |
| NNRG ENERGYNRG |
| 1.44% | <0.01% | $12.5万 | 777股 | $764 | 8股 | +769股+9,612.50% | 加仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 1.43% | — | $12.4万 | 2,961股 | $0 | 0股 | +2,961股 | 新买入 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.19% | 0.01% | $10.3万 | 410股 | $5,111 | 20股 | +390股+1,950.00% | 加仓 |
| SSPDR道富系列信托SPMB |
| 1.18% | — | $10.2万 | 4,638股 | $0 | 0股 | +4,638股 | 新买入 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.12% | — | $9.7万 | 1,926股 | $0 | 0股 | +1,926股 | 新买入 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.1% | — | $9.6万 | 615股 | $0 | 0股 | +615股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.1% | <0.01% | $9.5万 | 3,968股 | $4,026 | 187股 | +3,781股+2,021.93% | 加仓 |
 谷歌AGOOGL |
| 1.08% | 0.43% | $9.4万 | 672股 | $41.2万 | 2,667股 | -1,995股-74.80% | 减仓 |
| S道富SPYM |
| 1.08% | 0.26% | $9.3万 | 1,667股 | $25.2万 | 3,838股 | -2,171股-56.57% | 减仓 |
| SSPDR道富系列信托SPTL |
| 1.07% | 0.48% | $9.3万 | 3,191股 | $45.6万 | 1.7万股 | -1.4万股-80.90% | 减仓 |
| IiShares安硕·COREIJR |
| 1.06% | — | $9.2万 | 847股 | $0 | 0股 | +847股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.01% | 0.04% | $8.7万 | 245股 | $3.9万 | 73股 | +172股+235.62% | 加仓 |
| S道富SPYV |
| 1% | <0.01% | $8.6万 | 1,853股 | $1,839 | 36股 | +1,817股+5,047.22% | 加仓 |
| IIshares Trust MSCI ACWI EXUS ETFHAWX |
| 0.98% | — | $8.5万 | 2,930股 | $0 | 0股 | +2,930股 | 新买入 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.97% | 0.02% | $8.4万 | 2,673股 | $2.2万 | 605股 | +2,068股+341.82% | 加仓 |
 麦当劳MCD |
| 0.89% | 0.04% | $7.7万 | 259股 | $3.5万 | 112股 | +147股+131.25% | 加仓 |
 摩根大通JPM |
| 0.87% | 0.07% | $7.5万 | 442股 | $6.8万 | 278股 | +164股+58.99% | 加仓 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 0.86% | — | $7.5万 | 2,328股 | $0 | 0股 | +2,328股 | 新买入 |
 COMERICARIO |
| 0.86% | <0.01% | $7.4万 | 1,330股 | $472 | 8股 | +1,322股+16,525.00% | 加仓 |
| IiShares安硕信托IEFA |
| 0.84% | 0.02% | $7.3万 | 1,041股 | $1.5万 | 199股 | +842股+423.12% | 加仓 |
 默沙东MRK |
| 0.84% | 0.05% | $7.2万 | 665股 | $4.9万 | 550股 | +115股+20.91% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 0.04% | $6.9万 | 688股 | $3.5万 | 294股 | +394股+134.01% | 加仓 |
 雪佛龙CVX |
| 0.79% | 0.15% | $6.8万 | 459股 | $14.2万 | 848股 | -389股-45.87% | 减仓 |
 强生JNJ |
| 0.77% | 0.06% | $6.7万 | 426股 | $5.9万 | 354股 | +72股+20.34% | 加仓 |
 特斯拉TSLA |
| 0.77% | 0.39% | $6.6万 | 267股 | $36.9万 | 1,423股 | -1,156股-81.24% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.76% | 1.25% | $6.6万 | 446股 | $118.9万 | 6,955股 | -6,509股-93.59% | 减仓 |
 威瑞森VZ |
| 0.76% | 0.03% | $6.6万 | 1,741股 | $2.6万 | 563股 | +1,178股+209.24% | 加仓 |
 万事达MA |
| 0.75% | 0.07% | $6.5万 | 152股 | $6.5万 | 119股 | +33股+27.73% | 加仓 |
| S道富SPHY |
| 0.73% | <0.01% | $6.3万 | 2,690股 | $141 | 6股 | +2,684股+44,733.33% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.73% | 0.04% | $6.3万 | 668股 | $4.2万 | 262股 | +406股+154.96% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.72% | 0.02% | $6.3万 | 207股 | $1.9万 | 52股 | +155股+298.08% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.71% | — | $6.2万 | 819股 | $0 | 0股 | +819股 | 新买入 |
 WESBANCOWSBC |
| 0.71% | 0.01% | $6.1万 | 1,951股 | $5,480 | 177股 | +1,774股+1,002.26% | 加仓 |
 家得宝HD |
| 0.7% | 0.18% | $6.1万 | 176股 | $17.1万 | 466股 | -290股-62.23% | 减仓 |
| IISHARES CORE 10 YEAR USD BOND ETFILTB |
| 0.69% | <0.01% | $6.0万 | 1,140股 | $1,200 | 24股 | +1,116股+4,650.00% | 加仓 |
 礼来LLY |
| 0.69% | 0.07% | $5.9万 | 102股 | $7.0万 | 85股 | +17股+20.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.66% | 0.02% | $5.7万 | 346股 | $2.3万 | 122股 | +224股+183.61% | 加仓 |
| IiShares安硕信托IVV |
| 0.6% | 0.21% | $5.2万 | 109股 | $20.1万 | 357股 | -248股-69.47% | 减仓 |
 希捷STX |
| 0.59% | 0.01% | $5.1万 | 602股 | $5,267 | 62股 | +540股+870.97% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.59% | — | $5.1万 | 300股 | $0 | 0股 | +300股 | 新买入 |
| AAT&TT |
| 0.57% | 0.02% | $5.0万 | 2,955股 | $2.4万 | 832股 | +2,123股+255.17% | 加仓 |
 帕兰提尔PLTR |
| 0.55% | 0.18% | $4.8万 | 350股 | $17.0万 | 2,016股 | -1,666股-82.64% | 减仓 |
 宝洁PG |
| 0.54% | 0.04% | $4.7万 | 318股 | $3.7万 | 217股 | +101股+46.54% | 加仓 |
| IISHARES INTERNATIONAL TREASURY BOND ETFIGOV |
| 0.53% | — | $4.6万 | 1,119股 | $0 | 0股 | +1,119股 | 新买入 |
