 强生JNJ |
| 15.29% | 6.75% | $1.34亿 | 81.0万股 | $4,524.5万 | 29.2万股 | +51.8万股+177.35% | 加仓 |
| A美国世纪ETF信托AVUS |
| 6.3% | 3.96% | $5,517.4万 | 73.5万股 | $2,650.8万 | 37.4万股 | +36.1万股+96.65% | 加仓 |
| V先锋领航全球基金ESGV |
| 6.01% | 7.46% | $5,265.0万 | 67.3万股 | $4,996.8万 | 69.6万股 | -2.3万股-3.33% | 减仓 |
 苹果AAPL |
| 5.56% | 3.08% | $4,876.6万 | 25.1万股 | $2,061.5万 | 12.5万股 | +12.6万股+101.16% | 加仓 |
| V先锋领航全球基金VSGX |
| 4.45% | 5.65% | $3,903.5万 | 73.6万股 | $3,783.1万 | 72.2万股 | +1.4万股+1.95% | 加仓 |
 亚马逊AMZN |
| 3.9% | 2.08% | $3,417.5万 | 26.2万股 | $1,395.4万 | 13.5万股 | +12.7万股+94.05% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 3.61% | 4.47% | $3,162.5万 | 36.3万股 | $2,992.8万 | 36.8万股 | -5,198股-1.41% | 减仓 |
 AFFIRM COM CL AAFRM |
| 2.29% | 2.25% | $2,005.3万 | 130.8万股 | $1,508.3万 | 133.8万股 | -3.0万股-2.26% | 减仓 |
| IiShares安硕信托LQD |
| 2.02% | 2.5% | $1,772.5万 | 16.5万股 | $1,675.9万 | 15.3万股 | +1.2万股+7.54% | 加仓 |
| IiShares安硕·U S ETF TRIAK |
| 1.98% | 2.5% | $1,738.9万 | 18.7万股 | $1,672.6万 | 18.2万股 | +4,892股+2.68% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.7% | 1.72% | $1,485.8万 | 15.4万股 | $1,151.8万 | 11.6万股 | +3.8万股+32.74% | 加仓 |
 SBA通信SBAC |
| 1.32% | 2.13% | $1,153.5万 | 5.0万股 | $1,429.6万 | 5.5万股 | -4,988股-9.11% | 减仓 |
| I景顺QQQ信托VOO |
| 1.26% | 1.42% | $1,106.3万 | 3.0万股 | $952.9万 | 3.0万股 | +259股+0.87% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.22% | 1.5% | $1,067.6万 | 21.3万股 | $1,007.4万 | 20.0万股 | +1.3万股+6.39% | 加仓 |
 微软MSFT |
| 1.18% | 1.32% | $1,036.3万 | 3.0万股 | $884.4万 | 3.1万股 | -247股-0.81% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.14% | 1.57% | $1,001.3万 | 19.9万股 | $1,053.1万 | 20.9万股 | -1.0万股-5.01% | 减仓 |
| S嘉信策略信托SCHD |
| 1.07% | 1.45% | $938.2万 | 12.9万股 | $971.4万 | 13.3万股 | -3,566股-2.69% | 减仓 |
| IiShares安硕信托IQLT |
| 0.94% | 1.25% | $826.4万 | 23.3万股 | $838.6万 | 23.7万股 | -4,623股-1.95% | 减仓 |
| IiShares安硕信托AGG |
| 0.81% | 0.95% | $713.3万 | 14.5万股 | $633.6万 | 13.0万股 | +1.5万股+11.89% | 加仓 |
| J摩根大通·BETABUILDERSBBJP |
| 0.76% | 0.92% | $664.1万 | 12.9万股 | $618.6万 | 12.8万股 | +1,073股+0.84% | 加仓 |
| IiShares安硕信托IVLU |
| 0.75% | 0.94% | $655.5万 | 25.8万股 | $628.4万 | 25.3万股 | +4,809股+1.90% | 加仓 |
| IISHARES TR IBONDS DEC23 ETF |
| 0.73% | 0.87% | $641.0万 | 25.3万股 | $580.8万 | 23.1万股 | +2.3万股+9.93% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.71% | 1% | $618.0万 | 3.8万股 | $672.7万 | 4.4万股 | -5,626股-12.88% | 减仓 |
| IiShares TR Global Finls ETFIXG |
| 0.68% | 0.89% | $597.7万 | 8.4万股 | $595.1万 | 8.6万股 | -2,243股-2.61% | 减仓 |
| V先锋领航指数基金VUG |
| 0.67% | 0.8% | $588.8万 | 2.1万股 | $534.4万 | 2.1万股 | -617股-2.88% | 减仓 |
| IiShares安硕信托ICLN |
| 0.63% | 0.9% | $551.7万 | 30.1万股 | $604.2万 | 30.5万股 | -4,724股-1.55% | 减仓 |
| WWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDQHY |
| 0.62% | 0.71% | $541.5万 | 12.3万股 | $479.0万 | 10.7万股 | +1.6万股+14.76% | 加仓 |
| WWisdomTree信托GCC |
| 0.56% | 0.8% | $487.6万 | 28.5万股 | $534.2万 | 29.8万股 | -1.3万股-4.28% | 减仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 0.55% | 0.68% | $481.3万 | 11.1万股 | $452.3万 | 10.4万股 | +7,332股+7.06% | 加仓 |
| IISHARES TR IBONDS DEC24 ETFIBDP |
| 0.5% | 0.23% | $435.8万 | 17.7万股 | $156.3万 | 6.4万股 | +11.3万股+178.39% | 加仓 |
 艾默生电气EMR |
| 0.49% | 0.61% | $428.0万 | 4.7万股 | $411.8万 | 4.7万股 | +89股+0.19% | 加仓 |
| IiShares安硕信托DVY |
| 0.45% | 0.6% | $391.6万 | 3.5万股 | $403.6万 | 3.4万股 | +123股+0.36% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.43% | 0.55% | $372.5万 | 2.3万股 | $367.0万 | 2.4万股 | -1,072股-4.43% | 减仓 |
 谷歌AGOOGL |
| 0.42% | 0.44% | $369.1万 | 3.1万股 | $295.1万 | 2.8万股 | +2,388股+8.39% | 加仓 |
 埃克森美孚XOM |
| 0.42% | 0.49% | $367.1万 | 3.4万股 | $330.2万 | 3.0万股 | +4,198股+13.96% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.39% | 0.48% | $341.5万 | 3.8万股 | $321.3万 | 3.8万股 | -44股-0.12% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.38% | 0.45% | $337.0万 | 9,636股 | $298.6万 | 9,616股 | +20股+0.21% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.38% | 0.44% | $336.2万 | 4.5万股 | $297.2万 | 4.6万股 | -742股-1.63% | 减仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.47% | $322.7万 | 7,244股 | $318.0万 | 7,731股 | -487股-6.30% | 减仓 |
| WWisdomTree信托CXSE |
| 0.37% | 0.52% | $322.3万 | 10.5万股 | $351.3万 | 10.1万股 | +4,099股+4.06% | 加仓 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 0.36% | 0.49% | $315.5万 | 8.5万股 | $325.0万 | 9.0万股 | -4,954股-5.49% | 减仓 |
| IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA |
| 0.35% | 0.29% | $307.5万 | 12.6万股 | $191.8万 | 7.8万股 | +4.8万股+61.29% | 加仓 |
| IIBMIBM |
| 0.34% | 0.27% | $297.8万 | 2.2万股 | $178.9万 | 1.4万股 | +8,605股+63.04% | 加仓 |
 CROWN CASTLE COMCCI |
| 0.34% | 0.44% | $294.8万 | 2.6万股 | $294.6万 | 2.2万股 | +3,864股+17.56% | 加仓 |
 威瑞森VZ |
| 0.32% | 0.36% | $283.7万 | 7.6万股 | $238.2万 | 6.1万股 | +1.5万股+24.56% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.32% | 0.39% | $280.3万 | 5.4万股 | $261.0万 | 5.5万股 | -343股-0.63% | 减仓 |
| AAT&TT |
| 0.3% | 0.36% | $266.5万 | 16.7万股 | $241.3万 | 12.5万股 | +4.2万股+33.34% | 加仓 |
| IiShares安硕信托DGRO |
| 0.3% | 0.43% | $266.2万 | 5.2万股 | $287.5万 | 5.7万股 | -5,568股-9.71% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.3% | 0.38% | $263.0万 | 9,556股 | $254.2万 | 1.0万股 | -849股-8.16% | 减仓 |
 辉瑞PFE |
| 0.3% | 0.3% | $258.5万 | 7.0万股 | $200.2万 | 4.9万股 | +2.1万股+43.65% | 加仓 |
