 苹果AAPL |
| 6.52% | 6.65% | $1,660.4万 | 5.7万股 | $1,477.9万 | 5.8万股 | -853股-1.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.45% | 6.36% | $1,641.3万 | 2.2万股 | $1,412.9万 | 2.2万股 | +257股+1.19% | 加仓 |
| S嘉信策略信托SCHC |
| 6.06% | 5.94% | $1,542.0万 | 29.2万股 | $1,320.7万 | 27.0万股 | +2.2万股+8.28% | 加仓 |
| PPIMCO太平洋投资管理ETFLONZ |
| 4.59% | 4.93% | $1,169.4万 | 23.7万股 | $1,096.0万 | 22.2万股 | +1.5万股+6.85% | 加仓 |
| S道富SPIB |
| 4.21% | 4.1% | $1,070.7万 | 32.0万股 | $910.5万 | 27.1万股 | +4.9万股+17.87% | 加仓 |
| SSPDR道富系列信托BIL |
| 3.81% | 3.99% | $970.3万 | 10.6万股 | $887.2万 | 9.7万股 | +9,061股+9.36% | 加仓 |
| S嘉信策略信托SCHF |
| 3.35% | 3.27% | $852.1万 | 30.8万股 | $727.5万 | 29.4万股 | +1.4万股+4.65% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.28% | 2.96% | $835.1万 | 26.9万股 | $657.2万 | 23.6万股 | +3.3万股+13.79% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 3.19% | 3.33% | $812.1万 | 6.9万股 | $741.0万 | 6.4万股 | +5,640股+8.85% | 加仓 |
 CARETRUST REITCTRE |
| 2.66% | 4.61% | $676.8万 | 16.6万股 | $1,024.7万 | 27.7万股 | -11.1万股-39.95% | 减仓 |
| EEA SERIES TRUSTAAEQ |
| 2.12% | 2.13% | $540.8万 | 10.2万股 | $473.0万 | 10.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.06% | 1.93% | $524.0万 | 2.6万股 | $429.9万 | 2.5万股 | +1,540股+6.25% | 加仓 |
| V先锋领航全球基金VDE |
| 2.02% | 2.77% | $514.4万 | 3.4万股 | $616.8万 | 3.6万股 | -1,378股-3.87% | 减仓 |
 美光科技MU |
| 1.82% | 0.67% | $462.8万 | 4,009股 | $148.8万 | 4,403股 | -394股-8.95% | 减仓 |
| S嘉信策略信托SCHD |
| 1.78% | 1.43% | $452.0万 | 14.3万股 | $317.5万 | 10.4万股 | +3.9万股+37.72% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.56% | 1.55% | $397.6万 | 13.7万股 | $344.6万 | 13.7万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.54% | 1.53% | $391.1万 | 1.1万股 | $339.1万 | 1.1万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.46% | 1.44% | $372.3万 | 15.7万股 | $319.2万 | 14.9万股 | +8,707股+5.86% | 加仓 |
| IiShares安硕信托USMV |
| 1.42% | 1.11% | $361.7万 | 3.8万股 | $246.8万 | 2.7万股 | +1.1万股+40.89% | 加仓 |
| IiShares安硕信托IVV |
| 1.42% | 1.38% | $360.6万 | 4,815股 | $307.1万 | 4,701股 | +114股+2.43% | 加仓 |
 微软MSFT |
| 1.25% | 1.43% | $318.7万 | 8,543股 | $318.8万 | 8,612股 | -69股-0.80% | 减仓 |
 亚马逊AMZN |
| 1.21% | 1.06% | $306.8万 | 1.3万股 | $236.4万 | 1.1万股 | +1,521股+13.40% | 加仓 |
 谷歌AGOOGL |
| 1.18% | 1.06% | $301.4万 | 8,433股 | $235.2万 | 8,177股 | +256股+3.13% | 加仓 |
| S嘉信·USSCHP |
| 1.15% | 0.98% | $294.0万 | 11.1万股 | $218.9万 | 8.2万股 | +2.9万股+34.90% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.15% | 1.77% | $293.1万 | 2.9万股 | $393.8万 | 3.9万股 | -1.0万股-25.75% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.05% | 0.87% | $268.0万 | 5.3万股 | $193.7万 | 3.9万股 | +1.5万股+37.53% | 加仓 |
| V先锋领航指数基金VOO |
| 1.05% | 0.87% | $266.4万 | 3,879股 | $194.4万 | 3,254股 | +625股+19.21% | 加仓 |
 CienaCIEN |
| 0.97% | 0.88% | $247.4万 | 5,043股 | $194.5万 | 5,010股 | +33股+0.66% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.92% | 0.83% | $233.4万 | 4.2万股 | $184.2万 | 3.3万股 | +9,024股+27.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.8% | $228.6万 | 6,470股 | $177.9万 | 6,201股 | +269股+4.34% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.88% | 0.75% | $224.7万 | 5.9万股 | $166.8万 | 5.1万股 | +7,602股+14.78% | 加仓 |
| IiShares安硕信托GVI |
| 0.81% | 0.92% | $206.1万 | 1.9万股 | $204.1万 | 1.9万股 | -71股-0.37% | 减仓 |
| EEA SERIES TRUSTAAUS |
| 0.73% | 0.74% | $186.7万 | 3.1万股 | $163.7万 | 3.1万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.7% | 0.67% | $177.4万 | 2.0万股 | $149.1万 | 4,057股 | +1.6万股+397.29% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.65% | 0.66% | $166.6万 | 1.1万股 | $146.8万 | 1.1万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.61% | 0.57% | $156.3万 | 3,716股 | $127.5万 | 3,431股 | +285股+8.31% | 加仓 |
 博通AVGO |
| 0.61% | 0.56% | $154.4万 | 4,086股 | $125.3万 | 4,049股 | +37股+0.91% | 加仓 |
 沃尔玛WMT |
| 0.57% | 0.84% | $144.3万 | 1.3万股 | $187.4万 | 1.5万股 | -2,309股-15.35% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.53% | $127.2万 | 2,542股 | $117.3万 | 2,447股 | +95股+3.88% | 加仓 |
 Meta平台META |
| 0.49% | 0.57% | $124.3万 | 2,207股 | $126.8万 | 2,216股 | -9股-0.41% | 减仓 |
| I景顺QQQ信托VOO |
| 0.47% | 0.42% | $120.5万 | 1,634股 | $92.4万 | 1,600股 | +34股+2.13% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.43% | 0.45% | $110.1万 | 1.1万股 | $99.4万 | 1.0万股 | +360股+3.52% | 加仓 |
 摩根大通JPM |
| 0.42% | 0.36% | $105.7万 | 3,229股 | $80.6万 | 2,740股 | +489股+17.85% | 加仓 |
| SSPDR道富系列信托BILS |
| 0.4% | 0.21% | $101.4万 | 1.0万股 | $45.9万 | 4,616股 | +5,585股+120.99% | 加仓 |
 礼来LLY |
| 0.38% | 0.31% | $97.8万 | 816股 | $68.1万 | 740股 | +76股+10.27% | 加仓 |
 SUMITOMO MITSUI FIN GRP SPONSORED ADRSMFG |
| 0.38% | 0.36% | $97.3万 | 4.1万股 | $79.4万 | 4.0万股 | +565股+1.41% | 加仓 |
 泛林集团LRCX |
| 0.38% | 0.21% | $97.1万 | 2,241股 | $46.4万 | 2,171股 | +70股+3.22% | 加仓 |
| EElbit Systems LtdESLT |
| 0.38% | 0.48% | $96.0万 | 1,264股 | $107.3万 | 1,264股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.36% | 0.2% | $91.9万 | 6,580股 | $44.7万 | 1.0万股 | -3,553股-35.06% | 减仓 |
 VisaV |
| 0.32% | 0.27% | $81.4万 | 2,372股 | $59.6万 | 1,971股 | +401股+20.35% | 加仓 |
