苹果AAPL |
| 34.88% | 34.72% | $4,039.6万 | 14.0万股 | $3,545.5万 | 14.0万股 | -100股-0.07% | 减仓 |
| SSPDR标普500 ETFSPY |
| 16.68% | 16.71% | $1,932.1万 | 2.6万股 | $1,706.9万 | 2.6万股 | -373股-1.42% | 减仓 |
| V先锋领航·FTSEVEA |
| 8.72% | 9.25% | $1,009.6万 | 14.2万股 | $944.6万 | 14.7万股 | -5,717股-3.88% | 减仓 |
| V先锋领航·TOTALBND |
| 7.41% | 8.29% | $857.7万 | 11.7万股 | $847.1万 | 11.5万股 | +1,811股+1.57% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 5.98% | 6.88% | $692.4万 | 13.7万股 | $702.4万 | 14.1万股 | -3,886股-2.76% | 减仓 |
| V先锋领航指数基金VXF |
| 3.02% | 2.94% | $350.2万 | 1.4万股 | $299.9万 | 1.5万股 | -350股-2.40% | 减仓 |
| V先锋领航指数基金VOO |
| 2.3% | 2.22% | $266.5万 | 3,619股 | $226.7万 | 3,928股 | -309股-7.87% | 减仓 |
谷歌AGOOGL |
| 1.79% | 1.64% | $207.6万 | 5,810股 | $167.1万 | 5,810股 | 00.00% | 持仓不变 |
| LLONG TERM GLOBAL GROWTH ETF USDBGGG |
| 1.52% | — | $175.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 1.27% | 1.35% | $146.9万 | 6,047股 | $138.0万 | 6,351股 | -304股-4.79% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 1.23% | 1.35% | $142.9万 | 2,855股 | $137.9万 | 2,878股 | -23股-0.80% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.2% | 1.26% | $139.5万 | 2.3万股 | $129.0万 | 2.4万股 | -502股-2.10% | 减仓 |
微软MSFT |
| 0.81% | 0.91% | $93.6万 | 2,510股 | $92.9万 | 2,510股 | 00.00% | 持仓不变 |
AMD超威AMD |
| 0.67% | 0.27% | $78.1万 | 1,344股 | $27.3万 | 1,344股 | 00.00% | 持仓不变 |
英特尔INTC |
| 0.63% | 0.23% | $73.2万 | 5,239股 | $23.1万 | 5,239股 | 00.00% | 持仓不变 |
第一资本COF |
| 0.61% | 0.63% | $70.2万 | 3,500股 | $63.9万 | 3,500股 | 00.00% | 持仓不变 |
马拉松石油MPC |
| 0.56% | 0.61% | $65.3万 | 2,556股 | $62.4万 | 2,556股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.55% | 0.55% | $64.2万 | 2.2万股 | $55.8万 | 2.2万股 | +42股+0.19% | 加仓 |
思科CSCO |
| 0.54% | 0.4% | $62.2万 | 5,293股 | $41.1万 | 5,293股 | 00.00% | 持仓不变 |
UMB FINLUMBF |
| 0.53% | 0.47% | $60.9万 | 4,269股 | $48.2万 | 4,269股 | 00.00% | 持仓不变 |
亚马逊AMZN |
| 0.52% | 0.52% | $60.5万 | 2,537股 | $52.8万 | 2,537股 | 00.00% | 持仓不变 |
强生JNJ |
| 0.52% | 0.56% | $59.9万 | 2,359股 | $57.7万 | 2,359股 | 00.00% | 持仓不变 |
摩根大通JPM |
| 0.42% | 0.43% | $49.1万 | 1,500股 | $44.1万 | 1,500股 | 00.00% | 持仓不变 |
沃尔玛WMT |
| 0.42% | 0.52% | $48.2万 | 4,257股 | $52.9万 | 4,257股 | 00.00% | 持仓不变 |
礼来LLY |
| 0.42% | 0.36% | $48.1万 | 401股 | $36.9万 | 401股 | 00.00% | 持仓不变 |
通用动力GD |
| 0.38% | 0.41% | $43.7万 | 1,233股 | $42.3万 | 1,233股 | 00.00% | 持仓不变 |
埃克森美孚XOM |
| 0.37% | 0.51% | $43.4万 | 3,174股 | $52.6万 | 3,099股 | +75股+2.42% | 加仓 |
联合太平洋铁路UNP |
| 0.36% | 0.37% | $42.2万 | 1,553股 | $37.7万 | 1,553股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.36% | 0.37% | $41.9万 | 1.5万股 | $37.6万 | 1.5万股 | -75股-0.49% | 减仓 |
英伟达NVDA |
| 0.31% | 0.31% | $36.0万 | 1,797股 | $31.3万 | 1,797股 | 00.00% | 持仓不变 |
艾伯维ABBV |
| 0.31% | 0.3% | $35.7万 | 1,417股 | $30.8万 | 1,417股 | 00.00% | 持仓不变 |
甲骨文ORCL |
| 0.3% | 0.35% | $35.2万 | 2,404股 | $35.4万 | 2,404股 | 00.00% | 持仓不变 |
美国运通AXP |
| 0.3% | 0.3% | $34.8万 | 1,028股 | $31.1万 | 1,028股 | 00.00% | 持仓不变 |
洛克希德马丁LMT |
| 0.29% | 0.39% | $33.9万 | 666股 | $40.3万 | 666股 | 00.00% | 持仓不变 |
派克汉尼汾PH |
| 0.28% | 0.29% | $32.3万 | 330股 | $29.5万 | 330股 | 00.00% | 持仓不变 |
LOWES COS COMLOW |
| 0.27% | 0.33% | $31.8万 | 1,444股 | $34.1万 | 1,444股 | 00.00% | 持仓不变 |
标普全球SPGI |
| 0.27% | 0.32% | $31.2万 | 766股 | $32.6万 | 766股 | 00.00% | 持仓不变 |
星巴克SBUX |
| 0.26% | 0.26% | $30.7万 | 3,000股 | $26.9万 | 3,000股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.24% | 0.23% | $27.7万 | 7,674股 | $23.2万 | 7,968股 | -294股-3.69% | 减仓 |
雷神技术RTX |
| 0.23% | 0.27% | $26.8万 | 1,415股 | $27.3万 | 1,415股 | 00.00% | 持仓不变 |
默沙东MRK |
| 0.23% | 0.24% | $26.2万 | 2,040股 | $24.5万 | 2,040股 | 00.00% | 持仓不变 |
PHILIP MORRIS INTLPM |
| 0.22% | 0.23% | $25.8万 | 1,426股 | $23.6万 | 1,426股 | 00.00% | 持仓不变 |
可口可乐KO |
| 0.21% | 0.23% | $24.9万 | 3,061股 | $23.3万 | 3,061股 | 00.00% | 持仓不变 |
PROGRESSIVEPGR |
| 0.21% | 0.22% | $24.7万 | 1,130股 | $22.4万 | 1,130股 | 00.00% | 持仓不变 |
辉瑞PFE |
| 0.21% | 0.28% | $24.5万 | 1.0万股 | $28.6万 | 1.0万股 | 00.00% | 持仓不变 |
康明斯CMI |
| 0.21% | — | $24.2万 | 340股 | $0 | 0股 | +340股 | 新买入 |
宝洁PG |
| 0.2% | 0.22% | $22.7万 | 1,548股 | $22.4万 | 1,548股 | 00.00% | 持仓不变 |
ADPADP |
| 0.2% | 0.2% | $22.7万 | 1,013股 | $20.6万 | 1,013股 | 00.00% | 持仓不变 |
雪佛龙CVX |
| 0.19% | 0.27% | $22.1万 | 1,332股 | $27.6万 | 1,332股 | 00.00% | 持仓不变 |
固安捷GWW |
| 0.19% | — | $21.8万 | 160股 | $0 | 0股 | +160股 | 新买入 |