 英伟达NVDA |
| 5.68% | 6.11% | $737.8万 | 3.7万股 | $572.0万 | 3.3万股 | +4,072股+12.41% | 加仓 |
| IiShares安硕信托IVV |
| 4.38% | 5.25% | $568.4万 | 7,590股 | $491.2万 | 7,520股 | +70股+0.93% | 加仓 |
| IiShares安硕信托AGG |
| 3.92% | 4.85% | $509.5万 | 5.1万股 | $454.2万 | 4.6万股 | +5,726股+12.52% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 3.04% | 3.62% | $394.4万 | 5.2万股 | $338.9万 | 5.0万股 | +2,316股+4.68% | 加仓 |
 苹果AAPL |
| 2.34% | 2.03% | $303.8万 | 1.0万股 | $190.1万 | 7,490股 | +3,008股+40.16% | 加仓 |
| IiShares安硕信托GVI |
| 2.29% | 5.12% | $297.3万 | 2.8万股 | $479.3万 | 4.5万股 | -1.7万股-37.95% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.26% | 2.73% | $293.1万 | 1.4万股 | $255.1万 | 1.3万股 | +481股+3.62% | 加仓 |
| IiShares安硕信托IGIB |
| 2.02% | — | $261.8万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| AABRDN BLOOMBERGBCI |
| 1.9% | 2.84% | $246.9万 | 11.1万股 | $266.1万 | 11.0万股 | +980股+0.89% | 加仓 |
 泛林集团LRCX |
| 1.89% | 1.24% | $244.9万 | 5,652股 | $116.0万 | 5,428股 | +224股+4.13% | 加仓 |
| RRBB FDTBIL |
| 1.79% | 1.26% | $232.7万 | 4.7万股 | $117.8万 | 2.4万股 | +2.3万股+97.49% | 加仓 |
| IiShares安硕信托GVI |
| 1.78% | 2.36% | $231.0万 | 2.1万股 | $221.4万 | 2.1万股 | +606股+2.91% | 加仓 |
 微软MSFT |
| 1.62% | 1.38% | $210.7万 | 5,648股 | $128.7万 | 3,478股 | +2,170股+62.39% | 加仓 |
 谷歌AGOOGL |
| 1.51% | 1.54% | $195.7万 | 5,475股 | $144.0万 | 5,009股 | +466股+9.30% | 加仓 |
 联合包裹UPSUPS |
| 1.45% | 1.77% | $187.9万 | 1.7万股 | $165.5万 | 1.7万股 | +650股+3.86% | 加仓 |
| IiShares安硕信托HDV |
| 1.4% | 1.95% | $182.1万 | 6.6万股 | $182.2万 | 1.3万股 | +5.3万股+394.67% | 加仓 |
 博通AVGO |
| 1.22% | 1.26% | $157.9万 | 4,181股 | $117.8万 | 3,805股 | +376股+9.88% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.34% | $149.7万 | 2,005股 | $125.3万 | 1,927股 | +78股+4.05% | 加仓 |
 亚马逊AMZN |
| 1.1% | 0.84% | $142.6万 | 5,981股 | $78.5万 | 3,771股 | +2,210股+58.61% | 加仓 |
 强生JNJ |
| 1.09% | 1.2% | $142.1万 | 5,595股 | $112.4万 | 4,598股 | +997股+21.68% | 加仓 |
 美光科技MU |
| 1.05% | 0.36% | $135.9万 | 1,177股 | $34.1万 | 1,008股 | +169股+16.77% | 加仓 |
 摩根大通JPM |
| 1% | 0.94% | $130.5万 | 3,985股 | $87.7万 | 2,980股 | +1,005股+33.72% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.9% | 1.09% | $117.4万 | 1.4万股 | $101.6万 | 1.4万股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.9% | 0.98% | $117.1万 | 5.1万股 | $91.3万 | 3.9万股 | +1.1万股+28.78% | 加仓 |
| IIBMIBM |
| 0.89% | 0.85% | $115.6万 | 4,111股 | $79.2万 | 3,267股 | +844股+25.83% | 加仓 |
 思科CSCO |
| 0.82% | 0.77% | $106.4万 | 9,063股 | $71.8万 | 9,259股 | -196股-2.12% | 减仓 |
| IiShares安硕IEMG |
| 0.79% | 0.92% | $102.0万 | 1.2万股 | $85.9万 | 1.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.58% | $101.6万 | 2,875股 | $54.3万 | 1,894股 | +981股+51.80% | 加仓 |
| IiShares安硕信托IQLT |
| 0.76% | 0.99% | $98.8万 | 2.0万股 | $93.1万 | 2.0万股 | -201股-1.00% | 减仓 |
 沃尔玛WMT |
| 0.75% | 1.2% | $97.2万 | 8,579股 | $112.4万 | 9,044股 | -465股-5.14% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.74% | 0.86% | $96.6万 | 6,104股 | $80.3万 | 6,285股 | -181股-2.88% | 减仓 |
 英特尔INTC |
| 0.72% | 0.41% | $93.3万 | 6,680股 | $38.2万 | 8,651股 | -1,971股-22.78% | 减仓 |
| V先锋领航指数基金VOO |
| 0.7% | 0.63% | $91.5万 | 1,242股 | $59.3万 | 1,027股 | +215股+20.93% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.62% | $82.5万 | 1,649股 | $58.0万 | 1,210股 | +439股+36.28% | 加仓 |
 Meta平台META |
| 0.6% | 0.52% | $77.3万 | 1,373股 | $48.5万 | 848股 | +525股+61.91% | 加仓 |
 VertivVRT |
| 0.58% | 0.54% | $74.8万 | 2,233股 | $50.4万 | 2,012股 | +221股+10.98% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.74% | $74.1万 | 7,138股 | $69.3万 | 7,138股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.53% | 0.74% | $69.2万 | 8,429股 | $69.5万 | 8,415股 | +14股+0.17% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.52% | 0.53% | $68.1万 | 1.7万股 | $49.9万 | 1.4万股 | +2,837股+20.42% | 加仓 |
 特斯拉TSLA |
| 0.52% | 0.41% | $67.0万 | 1,592股 | $38.4万 | 1,032股 | +560股+54.26% | 加仓 |
| IiShares安硕信托IBMP |
| 0.5% | 1.64% | $65.1万 | 2.6万股 | $153.7万 | 6.0万股 | -3.5万股-57.63% | 减仓 |
 礼来LLY |
| 0.49% | 0.37% | $64.1万 | 534股 | $35.0万 | 381股 | +153股+40.16% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.49% | 0.37% | $63.8万 | 322股 | $34.5万 | 250股 | +72股+28.80% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.45% | 0.37% | $58.5万 | 2,020股 | $34.6万 | 1,632股 | +388股+23.77% | 加仓 |
 雪佛龙CVX |
| 0.45% | 0.54% | $58.2万 | 3,512股 | $50.8万 | 2,456股 | +1,056股+43.00% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.45% | 0.54% | $58.2万 | 2,651股 | $50.8万 | 2,651股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 0.45% | — | $58.1万 | 909股 | $0 | 0股 | +909股 | 新买入 |
 VisaV |
| 0.45% | 0.4% | $58.0万 | 1,692股 | $37.9万 | 1,254股 | +438股+34.93% | 加仓 |
 CHUBB LIMITEDCB |
| 0.44% | 0.42% | $57.2万 | 1,679股 | $39.7万 | 1,217股 | +462股+37.96% | 加仓 |
 艾伯维ABBV |
| 0.44% | 0.42% | $56.7万 | 2,253股 | $39.3万 | 1,807股 | +446股+24.68% | 加仓 |
