 AVANTIS INTLNGG |
| 12.55% | 11.06% | $1,554.8万 | 17.4万股 | $1,221.2万 | 14.4万股 | +3.0万股+21.09% | 加仓 |
| AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU |
| 10.68% | 9.53% | $1,322.5万 | 28.6万股 | $1,051.4万 | 25.1万股 | +3.4万股+13.71% | 加仓 |
 苹果AAPL |
| 7.39% | 7.21% | $915.5万 | 3.2万股 | $795.9万 | 3.1万股 | +279股+0.89% | 加仓 |
| V先锋领航白厅基金VNQ |
| 6.72% | 8.08% | $832.4万 | 8.9万股 | $891.4万 | 10.1万股 | -1.2万股-11.53% | 减仓 |
 AMERICAN HEALTHCARE REITAHR |
| 5.06% | 5.32% | $627.3万 | 12.0万股 | $587.5万 | 12.5万股 | -4,301股-3.45% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 3.51% | 3.38% | $434.4万 | 3.5万股 | $372.9万 | 8,745股 | +2.6万股+300.03% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.62% | 2.7% | $324.4万 | 4.6万股 | $297.6万 | 4.6万股 | -913股-1.97% | 减仓 |
| IiShares安硕信托IWD |
| 1.95% | 1.95% | $242.0万 | 9,983股 | $214.9万 | 1.0万股 | -73股-0.73% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.81% | 1.74% | $224.3万 | 1.8万股 | $192.0万 | 1.8万股 | +47股+0.27% | 加仓 |
 TapestryTPR |
| 1.8% | 1.94% | $222.4万 | 1.5万股 | $214.4万 | 1.5万股 | +2股+0.01% | 加仓 |
 亚马逊AMZN |
| 1.61% | 1.58% | $199.6万 | 8,376股 | $174.2万 | 8,364股 | +12股+0.14% | 加仓 |
 强生JNJ |
| 1.6% | 1.73% | $198.5万 | 7,816股 | $190.6万 | 7,798股 | +18股+0.23% | 加仓 |
 家得宝HD |
| 1.53% | 1.6% | $189.6万 | 5,375股 | $176.4万 | 5,364股 | +11股+0.21% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.51% | 1.47% | $187.0万 | 1.8万股 | $162.1万 | 1.7万股 | +300股+1.74% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.35% | 1.32% | $167.5万 | 2,243股 | $145.7万 | 2,240股 | +3股+0.13% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.34% | 1.35% | $166.5万 | 1.1万股 | $149.1万 | 1.2万股 | -265股-2.28% | 减仓 |
 微软MSFT |
| 1.28% | 1.47% | $158.5万 | 4,249股 | $162.0万 | 4,376股 | -127股-2.90% | 减仓 |
 英伟达NVDA |
| 1.24% | 1.16% | $153.3万 | 7,664股 | $128.0万 | 7,340股 | +324股+4.41% | 加仓 |
 VisaV |
| 1.21% | 1.17% | $150.3万 | 4,382股 | $129.4万 | 4,282股 | +100股+2.34% | 加仓 |
| IiShares安硕信托IWS |
| 1.18% | 1.19% | $146.1万 | 8,877股 | $130.8万 | 8,976股 | -99股-1.10% | 减仓 |
 埃克森美孚XOM |
| 1.08% | 1.69% | $133.3万 | 9,750股 | $186.0万 | 1.1万股 | -1,212股-11.06% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.07% | 0.97% | $132.0万 | 3,352股 | $107.0万 | 3,408股 | -56股-1.64% | 减仓 |
 WP CAREYWPC |
| 1.05% | 1.14% | $129.7万 | 1.8万股 | $126.3万 | 1.9万股 | -447股-2.41% | 减仓 |
 好市多COST |
| 0.98% | 1.25% | $121.8万 | 1,302股 | $138.4万 | 1,389股 | -87股-6.26% | 减仓 |
| IiShares黄金信托IAU |
| 0.98% | 1.29% | $121.4万 | 1.6万股 | $142.7万 | 1.6万股 | -113股-0.70% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.95% | 0.91% | $117.2万 | 5,300股 | $100.2万 | 5,285股 | +15股+0.28% | 加仓 |
 卡特彼勒CAT |
| 0.94% | 0.72% | $116.7万 | 1,096股 | $79.4万 | 1,121股 | -25股-2.23% | 减仓 |
| G通用动力VTI |
| 0.94% | 0.92% | $116.7万 | 3,153股 | $101.2万 | 3,153股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.93% | 0.79% | $115.3万 | 3,086股 | $87.6万 | 3,086股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.89% | 1% | $110.0万 | 7,499股 | $110.6万 | 7,658股 | -159股-2.08% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.86% | 0.86% | $106.5万 | 1.8万股 | $95.0万 | 1.8万股 | +269股+1.53% | 加仓 |
 CARLISLE COSCSL |
| 0.78% | 0.81% | $96.4万 | 2,658股 | $89.4万 | 2,679股 | -21股-0.78% | 减仓 |
 艾伯维ABBV |
| 0.75% | 0.68% | $92.4万 | 3,674股 | $74.7万 | 3,435股 | +239股+6.96% | 加仓 |
 道明尼能源D |
| 0.74% | 0.76% | $91.1万 | 1.3万股 | $84.2万 | 1.4万股 | -278股-2.04% | 减仓 |
 杜克能源DUK |
| 0.7% | 0.82% | $86.9万 | 6,864股 | $90.8万 | 6,938股 | -74股-1.07% | 减仓 |
 GE VernovaGEV |
| 0.7% | 0.58% | $86.7万 | 738股 | $64.4万 | 738股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.69% | 0.63% | $85.2万 | 2,410股 | $69.2万 | 2,411股 | -1股-0.04% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.7% | $80.3万 | 1,604股 | $77.0万 | 1,606股 | -2股-0.12% | 减仓 |
 谷歌AGOOGL |
| 0.63% | 0.55% | $77.8万 | 2,177股 | $60.6万 | 2,106股 | +71股+3.37% | 加仓 |
| V先锋领航指数基金VUG |
| 0.63% | 0.65% | $77.5万 | 9,000股 | $71.8万 | 1,643股 | +7,357股+447.78% | 加仓 |
 摩根大通JPM |
| 0.58% | 0.6% | $72.3万 | 2,209股 | $66.4万 | 2,257股 | -48股-2.13% | 减仓 |
 雷神技术RTX |
| 0.56% | 0.64% | $69.7万 | 3,673股 | $70.5万 | 3,657股 | +16股+0.44% | 加仓 |
 PPG工业PPG |
| 0.53% | 0.53% | $65.8万 | 5,427股 | $58.2万 | 5,449股 | -22股-0.40% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.53% | 0.31% | $65.6万 | 1.7万股 | $34.6万 | 9,035股 | +7,495股+82.96% | 加仓 |
| V先锋领航指数基金VOO |
| 0.51% | 0.49% | $62.8万 | 915股 | $54.5万 | 913股 | +2股+0.22% | 加仓 |
| V先锋领航指数基金VTV |
| 0.49% | 0.57% | $61.2万 | 2,810股 | $62.6万 | 3,191股 | -381股-11.94% | 减仓 |
 QUANTA SVCSPWR |
| 0.48% | 0.43% | $59.0万 | 820股 | $47.8万 | 870股 | -50股-5.75% | 减仓 |
| IiShares安硕信托GVI |
| 0.47% | 0.53% | $58.8万 | 5,460股 | $58.2万 | 5,480股 | -20股-0.36% | 减仓 |
 ALTRIAMO |
| 0.47% | 0.48% | $58.1万 | 8,073股 | $53.0万 | 8,027股 | +46股+0.57% | 加仓 |
 AMD超威AMD |
| 0.45% | — | $56.2万 | 968股 | $0 | 0股 | +968股 | 新买入 |
