 苹果AAPL |
| 8.14% | 8.34% | $1,862.6万 | 6.4万股 | $1,661.4万 | 6.5万股 | -1,091股-1.67% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.19% | 5.61% | $1,187.5万 | 15.0万股 | $1,117.5万 | 14.1万股 | +9,280股+6.58% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.08% | 5.62% | $1,163.3万 | 2.3万股 | $1,119.3万 | 2.3万股 | -110股-0.47% | 减仓 |
 KeyCorpKEY |
| 4.83% | 4.83% | $1,104.4万 | 47.9万股 | $962.9万 | 48.0万股 | -1,149股-0.24% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 4.05% | 3.7% | $927.2万 | 20.9万股 | $737.6万 | 19.0万股 | +1.9万股+10.12% | 加仓 |
| V先锋领航指数基金VUG |
| 3.81% | 3.73% | $871.3万 | 10.1万股 | $743.9万 | 1.7万股 | +8.4万股+493.96% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.71% | 3.78% | $847.7万 | 3.6万股 | $753.4万 | 3.5万股 | +794股+2.27% | 加仓 |
| S嘉信策略信托SCHD |
| 3.37% | 3.7% | $770.4万 | 24.3万股 | $737.1万 | 24.0万股 | +2,708股+1.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.18% | 3.19% | $727.4万 | 9,740股 | $635.0万 | 9,764股 | -24股-0.25% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.06% | 3.34% | $700.9万 | 26.4万股 | $665.6万 | 25.4万股 | +1.0万股+4.03% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.04% | 3.22% | $695.9万 | 15.1万股 | $640.7万 | 13.9万股 | +1.2万股+8.65% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.91% | 2.93% | $665.6万 | 23.0万股 | $583.9万 | 23.3万股 | -2,811股-1.21% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.51% | 1.93% | $573.6万 | 3.0万股 | $384.0万 | 2.9万股 | +1,217股+4.21% | 加仓 |
| I景顺QQQ信托VOO |
| 2.16% | 1.8% | $494.5万 | 6,715股 | $359.0万 | 6,219股 | +496股+7.98% | 加仓 |
 特斯拉TSLA |
| 1.96% | 1.99% | $448.9万 | 1.1万股 | $396.8万 | 1.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.8% | 1.64% | $411.0万 | 1.7万股 | $326.9万 | 1.6万股 | +1,552股+9.89% | 加仓 |
 谷歌AGOOGL |
| 1.62% | 1.49% | $369.5万 | 1.0万股 | $297.0万 | 1.0万股 | +13股+0.13% | 加仓 |
 微软MSFT |
| 1.58% | 1.8% | $361.5万 | 9,691股 | $359.5万 | 9,712股 | -21股-0.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.45% | 1.25% | $331.1万 | 9,371股 | $249.6万 | 8,700股 | +671股+7.71% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.44% | 1.42% | $328.9万 | 3.4万股 | $282.4万 | 3.2万股 | +2,270股+7.13% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.35% | 1.14% | $309.6万 | 3.6万股 | $226.8万 | 2.9万股 | +6,802股+23.12% | 加仓 |
| IiShares安硕信托IEFA |
| 1.34% | 1.43% | $306.6万 | 3.2万股 | $284.1万 | 3.1万股 | +358股+1.14% | 加仓 |
| IiShares安硕URTH |
| 1.19% | 1.21% | $272.3万 | 1.3万股 | $240.9万 | 1.3万股 | +55股+0.41% | 加仓 |
 摩根大通JPM |
| 1.16% | 1.2% | $266.5万 | 8,142股 | $239.5万 | 8,142股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.11% | 1.14% | $254.0万 | 8.2万股 | $227.8万 | 8.2万股 | -133股-0.16% | 减仓 |
| V先锋领航指数基金VTV |
| 1.1% | 0.87% | $252.8万 | 1.2万股 | $173.9万 | 8,866股 | +2,733股+30.83% | 加仓 |
 英伟达NVDA |
| 1% | 1% | $227.9万 | 1.1万股 | $199.2万 | 1.1万股 | -34股-0.30% | 减仓 |
| G通用动力VTI |
| 0.99% | 0.99% | $225.7万 | 6,099股 | $197.3万 | 6,150股 | -51股-0.83% | 减仓 |
 卡特彼勒CAT |
| 0.96% | 0.73% | $218.8万 | 2,055股 | $145.6万 | 2,055股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.89% | 1.08% | $204.4万 | 3,629股 | $215.8万 | 3,772股 | -143股-3.79% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.85% | 0.82% | $195.1万 | 6,495股 | $163.6万 | 6,596股 | -101股-1.53% | 减仓 |
 家得宝HD |
| 0.82% | 0.89% | $187.7万 | 5,322股 | $177.4万 | 5,394股 | -72股-1.33% | 减仓 |
 强生JNJ |
| 0.81% | 0.9% | $186.1万 | 7,326股 | $179.1万 | 7,326股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.71% | 0.4% | $162.2万 | 2.0万股 | $80.0万 | 1.1万股 | +8,455股+75.22% | 加仓 |
 迪尔DE |
| 0.64% | 0.7% | $145.6万 | 2,296股 | $140.2万 | 2,489股 | -193股-7.75% | 减仓 |
| IiShares安硕信托DVY |
| 0.63% | 0.7% | $143.7万 | 9,194股 | $138.8万 | 9,165股 | +29股+0.32% | 加仓 |
| IiShares安硕信托PFF |
| 0.59% | 0.67% | $134.4万 | 4.4万股 | $132.6万 | 4.4万股 | +361股+0.83% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.57% | 0.59% | $130.4万 | 3.5万股 | $117.8万 | 3.3万股 | +1,820股+5.49% | 加仓 |
 埃克森美孚XOM |
| 0.53% | 0.75% | $120.4万 | 8,807股 | $149.4万 | 8,804股 | +3股+0.03% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.52% | 0.55% | $119.8万 | 6,622股 | $109.5万 | 6,622股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.48% | 0.18% | $109.2万 | 7,824股 | $35.2万 | 7,974股 | -150股-1.88% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.46% | 0.47% | $105.4万 | 9,558股 | $92.9万 | 9,550股 | +8股+0.08% | 加仓 |
 CencoraCOR |
| 0.41% | 0.28% | $92.9万 | 3,284股 | $55.7万 | 1,772股 | +1,512股+85.33% | 加仓 |
 百时美施贵宝BMY |
| 0.4% | 0.49% | $92.5万 | 1.6万股 | $97.4万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.4% | 0.41% | $92.4万 | 1.1万股 | $81.8万 | 2,848股 | +8,626股+302.88% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.38% | — | $86.2万 | 2,709股 | $0 | 0股 | +2,709股 | 新买入 |
 洛克希德马丁LMT |
| 0.37% | 0.51% | $84.9万 | 1,666股 | $100.7万 | 1,666股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.37% | 0.45% | $84.5万 | 5,581股 | $89.1万 | 5,577股 | +4股+0.07% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.33% | 0.37% | $76.5万 | 2.1万股 | $73.6万 | 2.2万股 | -909股-4.20% | 减仓 |
 罗克韦尔自动化ROK |
| 0.33% | 0.27% | $75.4万 | 1,523股 | $54.7万 | 1,523股 | 00.00% | 持仓不变 |
