 苹果AAPL |
| 9.19% | 9.17% | $5,285.9万 | 18.3万股 | $4,334.4万 | 17.1万股 | +1.2万股+6.96% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.26% | 3.28% | $1,871.8万 | 26.3万股 | $1,548.3万 | 24.2万股 | +2.1万股+8.73% | 加仓 |
| SSPDR道富系列信托SDY |
| 2.46% | 2.83% | $1,412.8万 | 9.3万股 | $1,338.2万 | 9.2万股 | +1,147股+1.25% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.01% | 1.96% | $1,155.1万 | 34.1万股 | $925.5万 | 31.8万股 | +2.4万股+7.44% | 加仓 |
 摩根大通JPM |
| 1.9% | 1.77% | $1,092.3万 | 3.3万股 | $837.7万 | 2.8万股 | +4,893股+17.18% | 加仓 |
| S嘉信策略信托SCHD |
| 1.89% | 2.11% | $1,089.6万 | 34.4万股 | $997.4万 | 32.5万股 | +1.9万股+5.70% | 加仓 |
| IiShares安硕信托IEFA |
| 1.69% | 1.87% | $971.4万 | 10.1万股 | $885.6万 | 9.8万股 | +2,751股+2.81% | 加仓 |
| IiShares安硕信托IVV |
| 1.68% | 1.8% | $966.2万 | 1.3万股 | $851.5万 | 1.3万股 | -133股-1.02% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.55% | 1.57% | $890.6万 | 5.6万股 | $742.9万 | 5.0万股 | +6,192股+12.34% | 加仓 |
 微软MSFT |
| 1.53% | 1.62% | $876.9万 | 2.4万股 | $766.5万 | 2.1万股 | +2,802股+13.53% | 加仓 |
| V先锋领航指数基金VUG |
| 1.5% | 1.35% | $864.3万 | 10.0万股 | $636.1万 | 1.5万股 | +8.6万股+588.91% | 加仓 |
| IiShares安硕信托IVW |
| 1.35% | 1.25% | $778.9万 | 5.7万股 | $589.3万 | 5.2万股 | +4,537股+8.71% | 加仓 |
 谷歌AGOOGL |
| 1.25% | 1.06% | $719.5万 | 2.0万股 | $502.6万 | 1.7万股 | +2,657股+15.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.23% | 1.37% | $709.4万 | 1.4万股 | $646.5万 | 1.3万股 | +685股+5.08% | 加仓 |
| IiShares安硕·COREIJH |
| 1.18% | 1.19% | $680.0万 | 8.8万股 | $561.1万 | 8.3万股 | +5,103股+6.14% | 加仓 |
| PProShares信托NOBL |
| 1.13% | 1.21% | $648.2万 | 11.5万股 | $569.9万 | 5.4万股 | +6.2万股+114.70% | 加仓 |
| IiShares安硕·COREIJR |
| 1.12% | 1.15% | $643.2万 | 4.3万股 | $544.5万 | 4.4万股 | -439股-1.00% | 减仓 |
 英伟达NVDA |
| 1.09% | 0.74% | $626.0万 | 3.1万股 | $350.7万 | 2.0万股 | +1.1万股+55.59% | 加仓 |
 可口可乐KO |
| 1.04% | 1.18% | $599.8万 | 7.4万股 | $559.0万 | 7.4万股 | +296股+0.40% | 加仓 |
 亚马逊AMZN |
| 1.01% | 0.91% | $579.7万 | 2.4万股 | $430.6万 | 2.1万股 | +3,646股+17.63% | 加仓 |
 强生JNJ |
| 1% | 1.09% | $573.0万 | 2.3万股 | $515.2万 | 2.1万股 | +1,489股+7.07% | 加仓 |
 埃克森美孚XOM |
| 0.95% | 1.43% | $546.0万 | 4.0万股 | $676.0万 | 4.0万股 | +95股+0.24% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.93% | 0.93% | $535.6万 | 6.3万股 | $440.2万 | 5.7万股 | +5,561股+9.74% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.91% | 1.07% | $525.7万 | 6.4万股 | $503.2万 | 6.4万股 | -284股-0.44% | 减仓 |
| V先锋领航指数基金VOO |
| 0.9% | 0.61% | $516.1万 | 7,514股 | $288.7万 | 4,832股 | +2,682股+55.50% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.9% | 0.92% | $515.9万 | 2.3万股 | $434.2万 | 2.1万股 | +2,157股+10.49% | 加仓 |
| V先锋领航指数基金VTV |
| 0.85% | 0.93% | $489.4万 | 2.2万股 | $438.9万 | 2.2万股 | +84股+0.38% | 加仓 |
 特斯拉TSLA |
| 0.85% | 0.89% | $486.6万 | 1.2万股 | $419.4万 | 1.1万股 | +288股+2.55% | 加仓 |
 宣伟SHW |
| 0.84% | 0.96% | $481.7万 | 1.4万股 | $455.1万 | 1.4万股 | -207股-1.46% | 减仓 |
 艾伯维ABBV |
| 0.78% | 0.58% | $448.3万 | 1.8万股 | $275.6万 | 1.3万股 | +5,144股+40.60% | 加仓 |
| S道富SPYM |
| 0.76% | 0.8% | $436.9万 | 5.0万股 | $378.1万 | 4.9万股 | +308股+0.62% | 加仓 |
 希捷STX |
| 0.76% | 0.56% | $434.2万 | 4,499股 | $262.8万 | 6,708股 | -2,209股-32.93% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.74% | 0.86% | $427.4万 | 2.2万股 | $405.3万 | 2.2万股 | -365股-1.66% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.71% | 0.57% | $409.0万 | 2.6万股 | $269.0万 | 1.8万股 | +7,434股+40.52% | 加仓 |
| IiShares安硕信托IWS |
| 0.71% | 0.75% | $408.6万 | 2.5万股 | $353.6万 | 2.4万股 | +565股+2.33% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.71% | 0.62% | $405.7万 | 1.7万股 | $294.8万 | 1.4万股 | +3,440股+25.10% | 加仓 |
| V先锋领航指数基金VOT |
| 0.7% | 0.73% | $405.1万 | 1.3万股 | $344.2万 | 1.3万股 | -151股-1.13% | 减仓 |
 贝莱德·INC COMBLK |
| 0.69% | 0.84% | $397.2万 | 4,131股 | $398.9万 | 4,148股 | -17股-0.41% | 减仓 |
| I景顺QQQ信托VOO |
| 0.68% | 0.53% | $393.5万 | 5,343股 | $249.6万 | 4,324股 | +1,019股+23.57% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.67% | 0.75% | $386.7万 | 1.6万股 | $352.2万 | 1.6万股 | -298股-1.84% | 减仓 |
 美光科技MU |
| 0.66% | 0.33% | $377.0万 | 3,266股 | $153.9万 | 4,557股 | -1,291股-28.33% | 减仓 |
| V先锋领航指数基金VBK |
| 0.65% | 0.67% | $374.7万 | 1.0万股 | $318.1万 | 1.1万股 | -277股-2.63% | 减仓 |
 REALTY INCOME COMO |
| 0.65% | 0.77% | $370.9万 | 6.0万股 | $362.1万 | 5.9万股 | +681股+1.15% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.63% | 0.65% | $362.2万 | 2.5万股 | $306.9万 | 2.4万股 | +785股+3.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.42% | $348.5万 | 4,667股 | $197.5万 | 3,037股 | +1,630股+53.67% | 加仓 |
 卡特彼勒CAT |
| 0.6% | 0.51% | $342.8万 | 3,219股 | $239.0万 | 3,374股 | -155股-4.59% | 减仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 0.6% | 0.59% | $342.3万 | 4.6万股 | $278.2万 | 4.0万股 | +6,840股+17.30% | 加仓 |
 思科CSCO |
| 0.58% | 0.66% | $334.6万 | 2.8万股 | $313.0万 | 4.0万股 | -1.2万股-29.37% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.58% | 0.56% | $334.5万 | 1.9万股 | $266.1万 | 1.8万股 | +340股+1.85% | 加仓 |
 VisaV |
| 0.57% | 0.55% | $330.2万 | 9,625股 | $260.5万 | 8,619股 | +1,006股+11.67% | 加仓 |
