 苹果AAPL |
| 14.03% | 13.03% | $2,485.5万 | 8.6万股 | $2,216.4万 | 8.7万股 | -1,435股-1.64% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 13.98% | 14.69% | $2,475.7万 | 102.6万股 | $2,498.8万 | 103.0万股 | -4,027股-0.39% | 减仓 |
| LLISTED FDS TROVLH |
| 8.37% | 7.81% | $1,482.8万 | 35.5万股 | $1,328.7万 | 35.1万股 | +4,056股+1.16% | 加仓 |
| S嘉信策略信托SCHR |
| 7.05% | 7.49% | $1,248.2万 | 50.6万股 | $1,274.0万 | 51.1万股 | -5,248股-1.03% | 减仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 6.91% | 7% | $1,224.3万 | 26.9万股 | $1,190.9万 | 26.0万股 | +8,578股+3.30% | 加仓 |
| LLISTED FDS TROVT |
| 6.58% | 6.78% | $1,166.3万 | 53.4万股 | $1,153.4万 | 52.6万股 | +7,921股+1.50% | 加仓 |
| IiShares安硕信托STIP |
| 6.58% | 7% | $1,166.0万 | 11.4万股 | $1,191.1万 | 11.5万股 | -1,020股-0.89% | 减仓 |
 AVANTIS INTLNGG |
| 4.35% | 4.32% | $770.5万 | 8.6万股 | $735.0万 | 8.7万股 | -262股-0.30% | 减仓 |
| FFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUNDIQDF |
| 3.75% | 3.43% | $664.8万 | 19.2万股 | $583.6万 | 18.4万股 | +8,064股+4.38% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.51% | 3.03% | $621.8万 | 4.9万股 | $516.2万 | 4.6万股 | +2,119股+4.56% | 加仓 |
| DDOUBLELINE ETF TRUSTDCRE |
| 3.46% | 3.69% | $613.3万 | 11.8万股 | $628.4万 | 12.1万股 | -2,558股-2.12% | 减仓 |
| SSimplify Interest Rate Hedge ETFPFIX |
| 2.43% | 2.7% | $430.3万 | 9.9万股 | $460.2万 | 10.0万股 | -313股-0.31% | 减仓 |
| AAvantis·U SAVUV |
| 2.14% | 1.89% | $379.2万 | 3.0万股 | $322.3万 | 2.9万股 | +1,225股+4.20% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 1.49% | 1.74% | $263.5万 | 5.2万股 | $295.9万 | 5.0万股 | +2,496股+4.99% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.34% | 1.31% | $236.8万 | 2.3万股 | $222.9万 | 2.2万股 | +659股+2.95% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.27% | 1.27% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.91% | 1.05% | $160.6万 | 1.4万股 | $178.1万 | 1.4万股 | -152股-1.06% | 减仓 |
| AABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETFPPLT |
| 0.86% | 1.1% | $152.7万 | 10.8万股 | $186.8万 | 1.0万股 | +9.8万股+930.89% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 1.02% | $139.4万 | 1.0万股 | $173.0万 | 1.0万股 | 00.00% | 持仓不变 |
| OONTERRIS INCONT |
| 0.72% | 0.61% | $127.8万 | 6.3万股 | $104.3万 | 4.8万股 | +1.6万股+32.68% | 加仓 |
 摩根大通JPM |
| 0.63% | 0.54% | $111.6万 | 3,408股 | $92.6万 | 3,147股 | +261股+8.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.49% | $101.8万 | 2,882股 | $82.7万 | 2,882股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.57% | 0.45% | $100.6万 | 2,815股 | $77.2万 | 2,686股 | +129股+4.80% | 加仓 |
 VanEck ETF信托GDXJ |
| 0.48% | 0.6% | $84.7万 | 8,622股 | $101.7万 | 8,474股 | +148股+1.75% | 加仓 |
| SSPROTT ETF TRUST GOLD MINERS ETFSGDJ |
| 0.47% | 0.55% | $83.3万 | 1.1万股 | $93.5万 | 1.1万股 | +181股+1.67% | 加仓 |
| SSPROTT FDS TRURNM |
| 0.41% | 0.47% | $73.4万 | 1.4万股 | $80.5万 | 1.3万股 | +1,217股+9.55% | 加仓 |
| SSPROTT FDS TR COPPER MINER ETFCOPP |
| 0.41% | 0.35% | $73.2万 | 1.9万股 | $60.3万 | 1.7万股 | +2,219股+13.14% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNYGLD |
| 0.4% | 0.5% | $70.1万 | 2.2万股 | $84.6万 | 2.1万股 | +1,096股+5.17% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.39% | 0.38% | $69.8万 | 1.9万股 | $64.6万 | 1.9万股 | -66股-0.35% | 减仓 |
 雪佛龙CVX |
| 0.32% | 0.42% | $57.5万 | 3,468股 | $71.8万 | 3,468股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.32% | 0.31% | $56.9万 | 760股 | $52.1万 | 798股 | -38股-4.76% | 减仓 |
 强生JNJ |
| 0.32% | 0.31% | $56.6万 | 2,230股 | $52.4万 | 2,144股 | +86股+4.01% | 加仓 |
 家得宝HD |
| 0.31% | 0.35% | $55.6万 | 1,575股 | $59.3万 | 1,804股 | -229股-12.69% | 减仓 |
| A美国世纪ETF信托AVGE |
| 0.31% | 0.29% | $55.0万 | 5,551股 | $48.5万 | 5,515股 | +36股+0.65% | 加仓 |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 0.29% | 0.32% | $51.1万 | 1.0万股 | $54.4万 | 1.1万股 | -637股-5.90% | 减仓 |
| IiShares安硕EWZ |
| 0.29% | 0.34% | $51.1万 | 1.5万股 | $57.9万 | 1.5万股 | -273股-1.81% | 减仓 |
 南方电力SO |
| 0.28% | 0.29% | $48.8万 | 5,100股 | $48.9万 | 5,063股 | +37股+0.73% | 加仓 |
 卡特彼勒CAT |
| 0.25% | — | $44.9万 | 422股 | $0 | 0股 | +422股 | 新买入 |
| FFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDTDTT |
| 0.25% | 0.25% | $43.9万 | 1.8万股 | $42.4万 | 1.7万股 | +866股+4.96% | 加仓 |
 微软MSFT |
| 0.24% | 0.16% | $42.2万 | 1,131股 | $26.5万 | 715股 | +416股+58.18% | 加仓 |
| IiShares安硕信托IEFA |
| 0.22% | 0.23% | $39.0万 | 4,033股 | $39.1万 | 4,322股 | -289股-6.69% | 减仓 |
 亚马逊AMZN |
| 0.21% | 0.19% | $37.2万 | 1,559股 | $33.1万 | 1,590股 | -31股-1.95% | 减仓 |
 景顺IVZ |
| 0.21% | 0.2% | $37.2万 | 1.4万股 | $34.2万 | 1.4万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.21% | — | $37.1万 | 309股 | $0 | 0股 | +309股 | 新买入 |
 杜克能源DUK |
| 0.2% | 0.22% | $36.1万 | 2,853股 | $37.4万 | 2,853股 | 00.00% | 持仓不变 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 0.19% | 0.2% | $33.4万 | 6,765股 | $33.5万 | 6,765股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.18% | — | $31.1万 | 2,224股 | $0 | 0股 | +2,224股 | 新买入 |
 可口可乐KO |
| 0.15% | 0.14% | $26.0万 | 3,205股 | $24.4万 | 3,205股 | 00.00% | 持仓不变 |
 JacobsJ |
| 0.14% | 0.15% | $25.2万 | 2,000股 | $25.5万 | 2,000股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.13% | — | $23.2万 | 1,158股 | $0 | 0股 | +1,158股 | 新买入 |
