 苹果AAPL |
| 5.33% | 5.58% | $758.4万 | 2.6万股 | $701.1万 | 2.8万股 | -1,415股-5.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.26% | 4.11% | $607.2万 | 1.7万股 | $515.8万 | 1.8万股 | -795股-4.42% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.25% | 4.17% | $605.0万 | 7.4万股 | $523.6万 | 7.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.94% | 4.42% | $561.5万 | 2.8万股 | $554.6万 | 3.2万股 | -3,738股-11.76% | 减仓 |
| V先锋领航指数基金VB |
| 3.69% | 3.47% | $525.6万 | 1.7万股 | $435.7万 | 1.7万股 | +705股+4.24% | 加仓 |
| V先锋领航·MIDVO |
| 3.12% | 2.31% | $444.5万 | 5.5万股 | $290.1万 | 1.0万股 | +4.5万股+446.23% | 加仓 |
| DDimensional维度·USDFUV |
| 2.97% | 2.97% | $423.4万 | 7.7万股 | $373.0万 | 7.7万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCX |
| 2.97% | 2.58% | $422.8万 | 20.1万股 | $323.3万 | 15.3万股 | +4.8万股+31.35% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.6% | 1.94% | $369.9万 | 3.6万股 | $243.9万 | 2.5万股 | +1.0万股+41.80% | 加仓 |
 微软MSFT |
| 2.52% | 3.38% | $358.2万 | 9,604股 | $424.0万 | 1.1万股 | -1,849股-16.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.45% | 2.63% | $349.1万 | 4,675股 | $330.3万 | 5,079股 | -404股-7.95% | 减仓 |
 亚马逊AMZN |
| 2.26% | 2.56% | $322.4万 | 1.4万股 | $321.4万 | 1.5万股 | -1,905股-12.34% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.15% | 2.02% | $306.8万 | 1.0万股 | $253.0万 | 1.0万股 | +10股+0.10% | 加仓 |
 MCKESSON COMMCK |
| 2.03% | 2.62% | $289.1万 | 3,827股 | $329.5万 | 3,808股 | +19股+0.50% | 加仓 |
 迪尔DE |
| 1.92% | 2.06% | $273.3万 | 4,308股 | $258.8万 | 4,594股 | -286股-6.23% | 减仓 |
 礼来LLY |
| 1.7% | 1.39% | $242.1万 | 2,019股 | $174.9万 | 1,902股 | +117股+6.15% | 加仓 |
 TRAVELERS COSTRV |
| 1.64% | 1.68% | $233.0万 | 7,057股 | $211.4万 | 7,246股 | -189股-2.61% | 减仓 |
 阿斯麦ASML |
| 1.62% | 1.03% | $230.4万 | 1,158股 | $128.8万 | 975股 | +183股+18.77% | 加仓 |
 博通AVGO |
| 1.58% | 1.47% | $224.9万 | 5,953股 | $184.9万 | 5,973股 | -20股-0.33% | 减仓 |
 摩根大通JPM |
| 1.58% | 1.5% | $224.4万 | 6,857股 | $188.2万 | 6,398股 | +459股+7.17% | 加仓 |
 PALO ALTOPANW |
| 1.57% | 0.8% | $223.1万 | 6,543股 | $99.9万 | 6,234股 | +309股+4.96% | 加仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 1.5% | 1.99% | $213.9万 | 4.3万股 | $250.2万 | 5.3万股 | -1.0万股-18.91% | 减仓 |
 沃尔玛WMT |
| 1.36% | 1.71% | $193.6万 | 1.7万股 | $214.2万 | 1.7万股 | -144股-0.84% | 减仓 |
 通用动力GD |
| 1.21% | 1.23% | $172.7万 | 4,875股 | $154.1万 | 4,489股 | +386股+8.60% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.19% | 1.2% | $168.8万 | 2.4万股 | $150.8万 | 2.4万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.16% | 1.15% | $165.1万 | 2,347股 | $145.0万 | 2,351股 | -4股-0.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.13% | 1.17% | $160.5万 | 3,207股 | $147.0万 | 3,068股 | +139股+4.53% | 加仓 |
| I景顺QQQ信托VOO |
| 1.1% | 0.9% | $156.0万 | 2,118股 | $113.1万 | 1,960股 | +158股+8.06% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.08% | 1.06% | $153.6万 | 1.9万股 | $132.7万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ILF |
| 1.07% | 0.19% | $152.1万 | 4.5万股 | $23.8万 | 6,704股 | +3.8万股+572.33% | 加仓 |
| N新纪元能源NEE |
| 1.02% | 1.24% | $145.1万 | 1.7万股 | $156.2万 | 1.7万股 | -287股-1.71% | 减仓 |
 埃克森美孚XOM |
| 0.99% | 1.22% | $140.7万 | 1.0万股 | $153.4万 | 9,041股 | +1,252股+13.85% | 加仓 |
 家得宝HD |
| 0.99% | 1% | $140.3万 | 3,979股 | $126.1万 | 3,833股 | +146股+3.81% | 加仓 |
 Phillips 66PSX |
| 0.97% | 1.35% | $137.7万 | 8,147股 | $169.2万 | 9,285股 | -1,138股-12.26% | 减仓 |
 AFLAC COMAFL |
| 0.96% | 1.08% | $137.2万 | 1.2万股 | $135.7万 | 1.2万股 | -672股-5.43% | 减仓 |
 谷歌AGOOGL |
| 0.96% | 1.01% | $137.2万 | 3,839股 | $126.8万 | 4,410股 | -571股-12.95% | 减仓 |
| V先锋领航指数基金VOO |
| 0.92% | 0.95% | $131.3万 | 1,912股 | $119.9万 | 2,006股 | -94股-4.69% | 减仓 |
 美光科技MU |
| 0.88% | — | $125.9万 | 1,090股 | $0 | 0股 | +1,090股 | 新买入 |
| I景顺自营指数基金BSCS |
| 0.88% | 0.8% | $124.9万 | 6.1万股 | $100.1万 | 4.9万股 | +1.2万股+25.13% | 加仓 |
 Arista网络ANET |
| 0.84% | — | $120.2万 | 7,076股 | $0 | 0股 | +7,076股 | 新买入 |
 万事达MA |
| 0.84% | 1% | $120.2万 | 2,340股 | $125.9万 | 2,519股 | -179股-7.11% | 减仓 |
 AMGEN COMAMGN |
| 0.81% | 0.66% | $115.6万 | 3,193股 | $83.0万 | 2,360股 | +833股+35.30% | 加仓 |
| CCIGNALIBD |
| 0.77% | 0.9% | $109.6万 | 3,977股 | $113.1万 | 4,239股 | -262股-6.18% | 减仓 |
 NextEra Energy,NEE |
| 0.72% | 0.86% | $102.3万 | 1.9万股 | $108.5万 | 1.9万股 | -117股-0.60% | 减仓 |
 VICI PPTYS COMVICI |
| 0.72% | 0.92% | $102.2万 | 3.8万股 | $115.4万 | 4.2万股 | -3,763股-8.91% | 减仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.68% | 0.73% | $97.1万 | 774股 | $92.2万 | 774股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.67% | 0.54% | $95.4万 | 1.4万股 | $67.6万 | 1.2万股 | +2,040股+17.14% | 加仓 |
 Truist金融TFC |
| 0.66% | 0.55% | $93.8万 | 1.9万股 | $69.3万 | 1.5万股 | +3,753股+24.89% | 加仓 |
 联合健康UNH |
| 0.65% | 0.42% | $93.1万 | 2,239股 | $52.3万 | 1,934股 | +305股+15.77% | 加仓 |
 优步UBER |
| 0.64% | 0.8% | $91.4万 | 1.3万股 | $100.2万 | 1.4万股 | -1,265股-9.08% | 减仓 |
