 苹果AAPL |
| 29.91% | 29.44% | $6,229.7万 | 21.5万股 | $5,468.9万 | 21.5万股 | -197股-0.09% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 10.23% | 9.97% | $2,130.7万 | 5.2万股 | $1,852.4万 | 5.2万股 | +80股+0.15% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 5.08% | 5.01% | $1,057.3万 | 9.6万股 | $930.9万 | 9.6万股 | +92股+0.10% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 4.65% | 4.59% | $967.9万 | 6.2万股 | $852.7万 | 6.2万股 | +34股+0.06% | 加仓 |
| IiShares安硕信托IWD |
| 3.99% | 4.24% | $831.4万 | 3.4万股 | $787.9万 | 3.7万股 | -2,579股-6.99% | 减仓 |
| IiShares安硕信托IWS |
| 3.15% | 3.16% | $655.5万 | 4.0万股 | $587.6万 | 4.0万股 | -495股-1.23% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 3.13% | 3.01% | $652.1万 | 2.9万股 | $559.6万 | 3.0万股 | -35股-0.12% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.93% | 3.06% | $609.6万 | 5.9万股 | $567.7万 | 5.8万股 | +238股+0.41% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.77% | 3.3% | $576.9万 | 11.5万股 | $613.0万 | 12.3万股 | -7,874股-6.42% | 减仓 |
 宣伟SHW |
| 2.56% | 2.67% | $533.2万 | 1.5万股 | $496.4万 | 1.5万股 | +1股+0.01% | 加仓 |
| IiShares安硕信托ICSH |
| 2.31% | 2.55% | $480.7万 | 9.5万股 | $473.9万 | 9.4万股 | +1,427股+1.52% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.13% | 2.31% | $444.6万 | 4.4万股 | $429.5万 | 4.3万股 | +1,398股+3.27% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.98% | 2% | $412.6万 | 5.8万股 | $371.0万 | 5.8万股 | +13股+0.02% | 加仓 |
| IiShares安硕信托IVV |
| 1.77% | 1.69% | $369.0万 | 4,928股 | $314.1万 | 4,808股 | +120股+2.50% | 加仓 |
| IiShares安硕·COREIJR |
| 1.67% | 1.58% | $347.9万 | 2.3万股 | $292.9万 | 2.4万股 | -102股-0.43% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.63% | 1.76% | $338.5万 | 6.7万股 | $327.2万 | 6.5万股 | +2,276股+3.52% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 1.52% | 1.4% | $316.2万 | 4.6万股 | $260.4万 | 4.6万股 | +376股+0.82% | 加仓 |
| CCOCA COLA CONSCOKE |
| 1.36% | 1.53% | $283.3万 | 1.5万股 | $284.6万 | 1.5万股 | +10股+0.07% | 加仓 |
| V先锋领航指数基金VOO |
| 1.34% | 1.22% | $279.6万 | 4,070股 | $227.1万 | 3,801股 | +269股+7.08% | 加仓 |
| IiShares安硕·COREIJH |
| 1.06% | 1% | $220.7万 | 2.9万股 | $186.6万 | 2.8万股 | +986股+3.57% | 加仓 |
| G通用动力VTI |
| 0.95% | 0.93% | $197.9万 | 5,348股 | $172.6万 | 5,380股 | -32股-0.59% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.89% | 0.94% | $184.6万 | 8,132股 | $174.9万 | 8,284股 | -152股-1.83% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.62% | 0.71% | $128.8万 | 1.7万股 | $131.2万 | 1.7万股 | -197股-1.16% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.55% | 0.52% | $115.2万 | 1,543股 | $96.6万 | 1,486股 | +57股+3.84% | 加仓 |
 微软MSFT |
| 0.51% | 0.49% | $106.9万 | 2,867股 | $90.5万 | 2,445股 | +422股+17.26% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.51% | 0.44% | $105.7万 | 2.0万股 | $82.2万 | 1.8万股 | +2,900股+16.55% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.5% | 0.53% | $104.2万 | 4,000股 | $98.8万 | 4,000股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.47% | 0.35% | $98.5万 | 925股 | $65.5万 | 925股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.45% | 0.49% | $94.4万 | 1.7万股 | $91.5万 | 1.7万股 | +154股+0.89% | 加仓 |
 埃克森美孚XOM |
| 0.45% | 0.63% | $94.1万 | 6,879股 | $116.7万 | 6,879股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.45% | 0.45% | $93.7万 | 2.4万股 | $84.4万 | 2.4万股 | +57股+0.24% | 加仓 |
 Meta平台META |
| 0.44% | 0.5% | $91.4万 | 1,622股 | $92.8万 | 1,622股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.35% | 0.35% | $73.3万 | 1,718股 | $64.5万 | 1,739股 | -21股-1.21% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.34% | 0.34% | $71.1万 | 8,634股 | $63.1万 | 8,877股 | -243股-2.74% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.34% | 0.37% | $70.5万 | 1.8万股 | $68.8万 | 1.7万股 | +113股+0.65% | 加仓 |
 英伟达NVDA |
| 0.32% | 0.32% | $67.6万 | 3,379股 | $58.7万 | 3,366股 | +13股+0.39% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.31% | 0.31% | $65.4万 | 9,358股 | $58.4万 | 9,358股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.31% | — | $65.3万 | 8,636股 | $0 | 0股 | +8,636股 | 新买入 |
 家得宝HD |
| 0.3% | 0.31% | $62.1万 | 1,760股 | $57.8万 | 1,758股 | +2股+0.11% | 加仓 |
| IiShares安硕信托IWC |
| 0.28% | 0.23% | $58.1万 | 2,904股 | $43.2万 | 2,706股 | +198股+7.32% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.26% | 0.29% | $53.2万 | 6,439股 | $53.0万 | 6,402股 | +37股+0.58% | 加仓 |
| DDimensional维度·USDFUV |
| 0.24% | 0.24% | $50.7万 | 9,210股 | $44.6万 | 9,210股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.25% | $48.6万 | 972股 | $46.6万 | 972股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.23% | 0.23% | $48.6万 | 1,930股 | $42.0万 | 1,930股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.23% | 0.21% | $48.3万 | 7,949股 | $39.4万 | 6,956股 | +993股+14.28% | 加仓 |
 好市多COST |
| 0.23% | 0.28% | $47.7万 | 510股 | $52.8万 | 530股 | -20股-3.77% | 减仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.22% | 0.17% | $45.5万 | 4,709股 | $31.8万 | 3,810股 | +899股+23.60% | 加仓 |
 宝洁PG |
| 0.22% | 0.24% | $45.1万 | 3,078股 | $44.5万 | 3,078股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.21% | 0.23% | $44.6万 | 4,615股 | $41.9万 | 4,633股 | -18股-0.39% | 减仓 |
 LOWES COS COMLOW |
| 0.21% | 0.25% | $44.1万 | 2,000股 | $47.3万 | 2,000股 | 00.00% | 持仓不变 |
