 苹果AAPL |
| 10.27% | 10.81% | $4,052.6万 | 14.0万股 | $3,776.5万 | 14.9万股 | -8,754股-5.88% | 减仓 |
| IiShares安硕信托IVV |
| 8.82% | 8.52% | $3,482.8万 | 4.7万股 | $2,978.1万 | 4.6万股 | +914股+2.00% | 加仓 |
 微软MSFT |
| 7.12% | 8.2% | $2,811.5万 | 7.5万股 | $2,865.0万 | 7.7万股 | -2,025股-2.62% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 5.5% | 5.38% | $2,170.8万 | 69.8万股 | $1,880.7万 | 67.5万股 | +2.3万股+3.37% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 5.44% | 6.08% | $2,146.4万 | 46.6万股 | $2,125.7万 | 46.1万股 | +4,698股+1.02% | 加仓 |
 亚马逊AMZN |
| 4.85% | 5.19% | $1,913.7万 | 8.0万股 | $1,815.4万 | 8.7万股 | -6,874股-7.89% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 4.81% | 5.33% | $1,897.4万 | 36.3万股 | $1,861.8万 | 35.9万股 | +3,980股+1.11% | 加仓 |
 英伟达NVDA |
| 4.02% | 3.99% | $1,585.6万 | 7.9万股 | $1,394.3万 | 8.0万股 | -704股-0.88% | 减仓 |
| S嘉信策略信托SCHC |
| 3.83% | 3.87% | $1,512.8万 | 28.7万股 | $1,353.2万 | 27.7万股 | +1.0万股+3.68% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 3.4% | 3.24% | $1,341.7万 | 15.3万股 | $1,130.6万 | 3.1万股 | +12.2万股+396.02% | 加仓 |
| V先锋领航指数基金VOO |
| 2.97% | 2.92% | $1,171.0万 | 1.7万股 | $1,019.3万 | 1.7万股 | -8股-0.05% | 减仓 |
 强生JNJ |
| 2.74% | 3% | $1,083.3万 | 4.3万股 | $1,049.5万 | 4.3万股 | -281股-0.65% | 减仓 |
| IiShares安硕·COREIJH |
| 2.31% | 2.28% | $912.8万 | 11.8万股 | $796.6万 | 11.8万股 | +416股+0.35% | 加仓 |
 VanEck ETF信托SMH |
| 2.31% | 1.53% | $911.2万 | 1.4万股 | $533.0万 | 1.4万股 | -10股-0.07% | 减仓 |
 谷歌AGOOGL |
| 1.84% | 1.78% | $726.1万 | 2.0万股 | $623.5万 | 2.2万股 | -1,365股-6.30% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.3% | 0.75% | $512.0万 | 7,990股 | $263.6万 | 8,021股 | -31股-0.39% | 减仓 |
 礼来LLY |
| 1.28% | 1.09% | $504.3万 | 4,204股 | $380.8万 | 4,140股 | +64股+1.55% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.27% | 0.35% | $503.1万 | 9.9万股 | $123.7万 | 2.4万股 | +7.5万股+307.03% | 加仓 |
 Vulcan材料VMC |
| 1.14% | 1.19% | $449.0万 | 1.5万股 | $417.1万 | 1.5万股 | -100股-0.65% | 减仓 |
| IiShares安硕信托DSI |
| 1.12% | 0.91% | $443.5万 | 3.1万股 | $317.5万 | 2.6万股 | +4,946股+18.88% | 加仓 |
| IiShares安硕信托IXUS |
| 1.03% | 1.06% | $406.7万 | 4.3万股 | $369.2万 | 4.3万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.96% | 0.69% | $379.0万 | 12.9万股 | $242.5万 | 9.5万股 | +3.4万股+36.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 0.91% | $363.2万 | 4,863股 | $319.0万 | 4,905股 | -42股-0.86% | 减仓 |
| IiShares安硕·COREIJR |
| 0.92% | 0.88% | $362.8万 | 2.4万股 | $308.0万 | 2.5万股 | -317股-1.28% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.91% | 0.96% | $360.3万 | 3.1万股 | $334.8万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.72% | 0.73% | $285.7万 | 3.5万股 | $254.6万 | 8,864股 | +2.7万股+300.08% | 加仓 |
 特斯拉TSLA |
| 0.6% | 0.99% | $238.4万 | 5,669股 | $344.2万 | 9,260股 | -3,591股-38.78% | 减仓 |
| CCITIZENS & NORTHN CORP COMCZNC |
| 0.59% | 0.64% | $233.0万 | 10.0万股 | $223.3万 | 10.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.59% | 0.57% | $230.9万 | 7,619股 | $199.5万 | 7,617股 | +2股+0.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.53% | $227.5万 | 6,438股 | $185.3万 | 6,458股 | -20股-0.31% | 减仓 |
| S嘉信策略信托SCHD |
| 0.56% | 0.65% | $219.5万 | 6.9万股 | $228.6万 | 7.5万股 | -5,282股-7.09% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.55% | $208.9万 | 4,175股 | $192.9万 | 4,026股 | +149股+3.70% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.51% | 0.47% | $201.6万 | 5,075股 | $165.4万 | 5,200股 | -125股-2.40% | 减仓 |
 摩根士丹利MS |
| 0.47% | 0.42% | $184.3万 | 8,817股 | $145.1万 | 8,817股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.46% | 0.39% | $181.7万 | 5.4万股 | $137.2万 | 4.7万股 | +6,590股+13.99% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.4% | 0.47% | $159.3万 | 4.3万股 | $164.0万 | 4.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.4% | 0.3% | $157.8万 | 4.3万股 | $106.3万 | 3.4万股 | +8,477股+24.70% | 加仓 |
| V先锋领航指数基金VOT |
| 0.38% | 0.36% | $149.5万 | 4,882股 | $125.6万 | 4,882股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.37% | 0.51% | $144.5万 | 1.1万股 | $179.3万 | 1.1万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.36% | 0.41% | $142.6万 | 7,514股 | $144.9万 | 7,514股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.36% | 0.34% | $142.4万 | 1.0万股 | $117.1万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.36% | 0.44% | $141.8万 | 8,976股 | $154.6万 | 1.0万股 | -1,465股-14.03% | 减仓 |
| WWEDBUSH SER TRIVES |
| 0.35% | 0.31% | $139.2万 | 3.7万股 | $109.5万 | 3.9万股 | -2,060股-5.34% | 减仓 |
| V先锋领航全球基金VOX |
| 0.32% | 0.36% | $127.9万 | 6,952股 | $125.0万 | 6,952股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.29% | 0.23% | $116.1万 | 3,546股 | $79.9万 | 2,716股 | +830股+30.56% | 加仓 |
| N新纪元能源NEE |
| 0.29% | 0.35% | $115.2万 | 1.3万股 | $122.0万 | 1.3万股 | +1股+0.01% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.29% | 0.3% | $114.3万 | 5,034股 | $106.4万 | 5,037股 | -3股-0.06% | 减仓 |
| G通用动力VTI |
| 0.29% | 0.34% | $114.0万 | 3,081股 | $118.9万 | 3,705股 | -624股-16.84% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.28% | 0.35% | $109.5万 | 2.1万股 | $120.9万 | 2.4万股 | -2,249股-9.48% | 减仓 |
 CENTENE DEL COMCNC |
| 0.27% | 0.2% | $107.1万 | 1.7万股 | $69.4万 | 2.1万股 | -4,500股-21.24% | 减仓 |
