 礼来LLY |
| 17.48% | 16.47% | $2,998.2万 | 2.5万股 | $2,391.4万 | 2.6万股 | -1,003股-3.86% | 减仓 |
| SSPDR标普500 ETFSPY |
| 9.04% | 7.92% | $1,550.3万 | 2.1万股 | $1,149.7万 | 1.8万股 | +3,081股+17.43% | 加仓 |
| V先锋领航指数基金VOO |
| 7.77% | 8.15% | $1,332.9万 | 1.9万股 | $1,183.6万 | 2.0万股 | -401股-2.02% | 减仓 |
| S道富SPYM |
| 7.49% | 7.44% | $1,285.0万 | 14.6万股 | $1,080.1万 | 14.1万股 | +5,101股+3.61% | 加仓 |
| S嘉信·USSCHX |
| 3.78% | 3.99% | $648.7万 | 22.0万股 | $578.8万 | 22.6万股 | -5,296股-2.35% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.77% | 3.58% | $647.2万 | 3.0万股 | $520.0万 | 2.7万股 | +3,323股+12.26% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.19% | 2.87% | $547.1万 | 2.5万股 | $417.5万 | 2.2万股 | +3,167股+14.55% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.76% | 2.79% | $472.6万 | 9.4万股 | $405.1万 | 8.9万股 | +5,059股+5.70% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.44% | 2.69% | $417.7万 | 4.0万股 | $391.4万 | 4.0万股 | -80股-0.20% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNPINK |
| 1.73% | 0.66% | $297.1万 | 7.6万股 | $95.3万 | 2.8万股 | +4.8万股+167.91% | 加仓 |
 苹果AAPL |
| 1.66% | 1.62% | $284.0万 | 9,814股 | $234.6万 | 9,242股 | +572股+6.19% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.61% | 1.7% | $276.2万 | 3.0万股 | $246.5万 | 2.7万股 | +3,243股+12.05% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.5% | 1.15% | $257.3万 | 10.7万股 | $167.0万 | 6.9万股 | +3.8万股+54.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.3% | 1.43% | $222.2万 | 4,441股 | $208.3万 | 4,347股 | +94股+2.16% | 加仓 |
| S道富SPSM |
| 1.29% | 1.26% | $221.9万 | 3.8万股 | $183.4万 | 3.8万股 | +516股+1.36% | 加仓 |
| S嘉信策略信托SCHF |
| 1.23% | 1.25% | $211.8万 | 7.6万股 | $181.6万 | 7.3万股 | +3,099股+4.22% | 加仓 |
| S道富SPAB |
| 1.14% | 1.26% | $195.9万 | 7.7万股 | $183.6万 | 7.2万股 | +5,076股+7.08% | 加仓 |
 微软MSFT |
| 1.02% | 1.19% | $174.6万 | 4,680股 | $172.9万 | 4,672股 | +8股+0.17% | 加仓 |
 谷歌AGOOGL |
| 0.99% | 0.86% | $169.1万 | 4,731股 | $124.7万 | 4,337股 | +394股+9.08% | 加仓 |
 英伟达NVDA |
| 0.92% | 0.86% | $158.0万 | 7,898股 | $124.5万 | 7,137股 | +761股+10.66% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.92% | 1.14% | $157.1万 | 8.0万股 | $166.1万 | 8.5万股 | -4,569股-5.40% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.9% | 0.89% | $154.3万 | 5,134股 | $129.2万 | 5,211股 | -77股-1.48% | 减仓 |
 亚马逊AMZN |
| 0.88% | 0.87% | $151.2万 | 6,343股 | $126.0万 | 6,049股 | +294股+4.86% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.88% | 0.85% | $150.3万 | 1.9万股 | $122.9万 | 1.3万股 | +5,666股+42.74% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.85% | 1.02% | $146.4万 | 6.3万股 | $147.6万 | 6.4万股 | -259股-0.41% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.75% | 1.09% | $128.9万 | 6.6万股 | $158.6万 | 8.1万股 | -1.5万股-18.72% | 减仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.75% | 1.11% | $127.9万 | 10.8万股 | $161.8万 | 10.2万股 | +5,341股+5.22% | 加仓 |
 摩根大通JPM |
| 0.71% | 0.75% | $121.4万 | 3,710股 | $108.7万 | 3,695股 | +15股+0.41% | 加仓 |
| NNORTHERN LTS FD TR IVPTL |
| 0.69% | — | $117.6万 | 4,112股 | $0 | 0股 | +4,112股 | 新买入 |
| IiShares安硕信托EEM |
| 0.63% | 0.63% | $108.8万 | 1.6万股 | $91.1万 | 1.6万股 | -138股-0.86% | 减仓 |
| V先锋领航·TOTALBND |
| 0.63% | 0.66% | $108.6万 | 1.5万股 | $95.7万 | 1.3万股 | +1,793股+13.80% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.6% | 0.63% | $103.7万 | 1,475股 | $92.0万 | 1,491股 | -16股-1.07% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.59% | 0.72% | $101.1万 | 5.0万股 | $105.2万 | 5.1万股 | -1,862股-3.62% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.57% | 0.59% | $97.2万 | 1.2万股 | $85.6万 | 1.2万股 | -216股-1.79% | 减仓 |
| AAPI COM STKAPG |
| 0.56% | 0.64% | $96.8万 | 2.3万股 | $92.6万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.54% | 0.42% | $91.8万 | 1.2万股 | $61.2万 | 8,088股 | +4,043股+49.99% | 加仓 |
| G通用动力VTI |
| 0.53% | 0.55% | $90.7万 | 2,452股 | $79.6万 | 2,482股 | -30股-1.21% | 减仓 |
| WWisdomTree信托DGRW |
| 0.49% | 0.52% | $84.9万 | 8,878股 | $76.2万 | 8,673股 | +205股+2.36% | 加仓 |
| V先锋领航指数基金VUG |
| 0.46% | 0.46% | $78.7万 | 9,138股 | $66.7万 | 1,527股 | +7,611股+498.43% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.45% | 0.38% | $77.0万 | 4,039股 | $54.5万 | 4,101股 | -62股-1.51% | 减仓 |
| AAvantis·U SAVUV |
| 0.44% | 0.38% | $75.7万 | 6,064股 | $54.5万 | 4,930股 | +1,134股+23.00% | 加仓 |
| S嘉信策略信托SCHC |
| 0.44% | 0.48% | $74.8万 | 1.4万股 | $70.2万 | 1.4万股 | -169股-1.18% | 减仓 |
| IiShares安硕信托TIP |
| 0.41% | 0.49% | $69.9万 | 6,388股 | $71.2万 | 6,452股 | -64股-0.99% | 减仓 |
| S道富SPMD |
| 0.4% | 0.42% | $69.0万 | 1.0万股 | $61.3万 | 1.0万股 | -141股-1.36% | 减仓 |
| IiShares安硕信托IEI |
| 0.39% | 0.2% | $66.7万 | 5,682股 | $29.8万 | 2,509股 | +3,173股+126.46% | 加仓 |
 艾伯维ABBV |
| 0.39% | 0.38% | $66.4万 | 2,640股 | $55.2万 | 2,536股 | +104股+4.10% | 加仓 |
 好市多COST |
| 0.38% | 0.46% | $64.6万 | 691股 | $67.1万 | 673股 | +18股+2.67% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.37% | 0.29% | $64.3万 | 1.1万股 | $42.1万 | 7,787股 | +2,985股+38.33% | 加仓 |
 特斯拉TSLA |
| 0.37% | 0.36% | $63.8万 | 1,517股 | $51.9万 | 1,396股 | +121股+8.67% | 加仓 |
| S嘉信·USSCHP |
| 0.37% | 0.34% | $63.7万 | 2.4万股 | $49.4万 | 1.9万股 | +5,490股+29.60% | 加仓 |
