 苹果AAPL |
| 6.03% | 5.93% | $675.9万 | 2.3万股 | $597.6万 | 2.4万股 | -188股-0.80% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.99% | 5.45% | $559.3万 | 7.1万股 | $549.5万 | 6.9万股 | +1,450股+2.09% | 加仓 |
| J骏利亨德森JAAA |
| 4.77% | 4.99% | $535.2万 | 10.6万股 | $502.8万 | 10.0万股 | +6,172股+6.18% | 加仓 |
 谷歌AGOOGL |
| 4.16% | 3.72% | $465.8万 | 1.3万股 | $374.8万 | 1.3万股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 3.62% | 3.39% | $406.3万 | 10.7万股 | $341.8万 | 10.5万股 | +1,365股+1.30% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.66% | 1.26% | $298.5万 | 6,919股 | $127.0万 | 7,736股 | -817股-10.56% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 2.57% | 2.2% | $288.3万 | 6.4万股 | $221.6万 | 4.9万股 | +1.5万股+30.64% | 加仓 |
| S嘉信策略信托SCHC |
| 2.49% | 2.54% | $279.5万 | 5.3万股 | $255.9万 | 5.2万股 | +676股+1.29% | 加仓 |
 微软MSFT |
| 2.48% | 2.61% | $278.5万 | 7,466股 | $263.6万 | 7,120股 | +346股+4.86% | 加仓 |
| SSPDR道富系列信托BILS |
| 2.22% | 2.42% | $249.1万 | 2.5万股 | $243.8万 | 2.5万股 | +552股+2.25% | 加仓 |
| IiShares安硕信托STIP |
| 2.18% | 2.46% | $244.6万 | 2.4万股 | $248.1万 | 2.4万股 | -40股-0.17% | 减仓 |
 亚马逊AMZN |
| 2.1% | 1.87% | $235.6万 | 9,885股 | $188.1万 | 9,033股 | +852股+9.43% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.09% | 2.34% | $234.5万 | 2.9万股 | $235.8万 | 2.9万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.87% | 1.58% | $209.1万 | 1.0万股 | $158.9万 | 9,113股 | +1,340股+14.70% | 加仓 |
| IiShares安硕信托SGOV |
| 1.75% | 1.82% | $195.7万 | 1.9万股 | $183.5万 | 1.8万股 | +1,212股+6.65% | 加仓 |
 Meta平台META |
| 1.74% | 1.95% | $194.8万 | 3,459股 | $196.8万 | 3,439股 | +20股+0.58% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.52% | 1.59% | $170.7万 | 7,520股 | $160.3万 | 7,590股 | -70股-0.92% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 1.52% | 1.66% | $169.9万 | 2.5万股 | $167.4万 | 2.5万股 | -211股-0.83% | 减仓 |
| IiShares安硕信托IUSV |
| 1.5% | 1.74% | $168.4万 | 1.5万股 | $175.9万 | 1.7万股 | -1,915股-11.13% | 减仓 |
| IiShares安硕信托IVV |
| 1.44% | 1.41% | $161.0万 | 2,150股 | $141.7万 | 2,169股 | -19股-0.88% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.4% | 1.57% | $156.6万 | 1.7万股 | $157.8万 | 1.7万股 | -135股-0.78% | 减仓 |
| GGlobal X基金PFFD |
| 1.39% | 1.59% | $155.5万 | 8.3万股 | $160.3万 | 8.7万股 | -3,911股-4.49% | 减仓 |
 AFFILIATED MANAGERSAMG |
| 1.37% | 1.25% | $154.0万 | 4,551股 | $125.9万 | 4,551股 | 00.00% | 持仓不变 |
| F富达·VALUE FACTOR ETFFVAL |
| 1.22% | 1.26% | $137.2万 | 1.8万股 | $127.3万 | 1.8万股 | -743股-4.05% | 减仓 |
| C花旗集团C |
| 1.21% | 1.22% | $135.2万 | 9,658股 | $123.0万 | 1.1万股 | -1,191股-10.98% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 1.15% | 1.29% | $128.7万 | 2.6万股 | $129.8万 | 2.8万股 | -1,495股-5.34% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.95% | 1.07% | $106.8万 | 2.0万股 | $108.3万 | 2.1万股 | -219股-1.06% | 减仓 |
| IiShares安硕·COREIJH |
| 0.94% | 0.91% | $105.1万 | 1.4万股 | $92.0万 | 1.4万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.86% | 0.65% | $96.4万 | 851股 | $65.9万 | 905股 | -54股-5.97% | 减仓 |
 PULTEPHM |
| 0.84% | 0.81% | $94.1万 | 6,861股 | $81.8万 | 6,951股 | -90股-1.29% | 减仓 |
| S嘉信·USSCHP |
| 0.72% | 0.8% | $80.2万 | 3.0万股 | $81.1万 | 3.0万股 | -233股-0.76% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.71% | 0.79% | $79.5万 | 1.6万股 | $79.3万 | 1.6万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.67% | 0.73% | $75.3万 | 5,859股 | $73.5万 | 6,114股 | -255股-4.17% | 减仓 |
 BNY MELLON STRATEGIC MUNS INLEO |
| 0.67% | 0.74% | $75.2万 | 11.6万股 | $74.9万 | 11.9万股 | -2,600股-2.18% | 减仓 |
 第一资本COF |
| 0.66% | 0.63% | $74.2万 | 3,701股 | $63.3万 | 3,471股 | +230股+6.63% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.64% | 0.7% | $71.7万 | 1.8万股 | $70.6万 | 1.8万股 | -375股-2.03% | 减仓 |
 博通AVGO |
| 0.63% | 0.57% | $70.4万 | 1,864股 | $57.7万 | 1,864股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VCRM |
| 0.63% | 0.69% | $70.3万 | 9,198股 | $69.1万 | 9,198股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.61% | 0.68% | $68.1万 | 2.8万股 | $68.9万 | 2.8万股 | -205股-0.72% | 减仓 |
 卡特彼勒CAT |
| 0.6% | 0.5% | $66.8万 | 627股 | $50.8万 | 717股 | -90股-12.55% | 减仓 |
 NUVEEN CR STRATEGIES INCOMEJQC |
| 0.6% | 0.26% | $66.7万 | 13.7万股 | $25.9万 | 5.3万股 | +8.4万股+158.24% | 加仓 |
 埃克森美孚XOM |
| 0.59% | 0.82% | $66.2万 | 4,844股 | $82.2万 | 4,844股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.58% | 0.22% | $65.1万 | 564股 | $22.2万 | 656股 | -92股-14.02% | 减仓 |
 ARROW ELECTRSARW |
| 0.56% | 0.43% | $63.3万 | 2,965股 | $43.1万 | 3,005股 | -40股-1.33% | 减仓 |
 辉瑞PFE |
| 0.55% | 0.72% | $62.1万 | 2.6万股 | $72.4万 | 2.6万股 | +6股+0.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.57% | $60.0万 | 1,199股 | $57.5万 | 1,199股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.53% | 0.62% | $58.9万 | 1.0万股 | $62.0万 | 1.0万股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.52% | 0.51% | $58.7万 | 1.9万股 | $51.3万 | 1.8万股 | +469股+2.55% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.52% | 0.59% | $58.7万 | 3.1万股 | $59.3万 | 3.1万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPME |
| 0.48% | 0.49% | $54.3万 | 4,372股 | $48.9万 | 4,270股 | +102股+2.39% | 加仓 |
