 苹果AAPL |
| 4.62% | 4.61% | $9,271.9万 | 32.0万股 | $8,214.7万 | 32.4万股 | -3,250股-1.00% | 减仓 |
| I景顺QQQ信托VOO |
| 3.55% | 3.21% | $7,117.9万 | 9.7万股 | $5,720.4万 | 9.9万股 | -2,451股-2.47% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 2.2% | 2.05% | $4,420.0万 | 53.5万股 | $3,651.2万 | 9.0万股 | +44.5万股+497.37% | 加仓 |
 微软MSFT |
| 1.98% | 2.19% | $3,970.0万 | 10.6万股 | $3,898.3万 | 10.5万股 | +1,117股+1.06% | 加仓 |
 谷歌AGOOGL |
| 1.95% | 1.8% | $3,923.4万 | 11.0万股 | $3,214.3万 | 11.2万股 | -1,992股-1.78% | 减仓 |
 英伟达NVDA |
| 1.78% | 1.81% | $3,582.3万 | 17.9万股 | $3,220.8万 | 18.5万股 | -5,647股-3.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.73% | 1.72% | $3,479.6万 | 4.7万股 | $3,074.2万 | 4.7万股 | -675股-1.43% | 减仓 |
| IiShares安硕信托IVV |
| 1.54% | 1.44% | $3,097.7万 | 4.1万股 | $2,574.5万 | 3.9万股 | +1,950股+4.95% | 加仓 |
| SSPDR黄金信托GLD |
| 1.44% | 1.92% | $2,888.7万 | 7.8万股 | $3,424.7万 | 8.0万股 | -1,175股-1.48% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.36% | 1.43% | $2,726.4万 | 17.3万股 | $2,541.1万 | 17.2万股 | +939股+0.55% | 加仓 |
 礼来LLY |
| 1.36% | 1.2% | $2,725.7万 | 2.3万股 | $2,136.2万 | 2.3万股 | -501股-2.16% | 减仓 |
 亚马逊AMZN |
| 1.35% | 1.31% | $2,708.5万 | 11.4万股 | $2,332.8万 | 11.2万股 | +1,632股+1.46% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.32% | 1.4% | $2,647.0万 | 99.8万股 | $2,489.8万 | 95.0万股 | +4.8万股+5.03% | 加仓 |
| IiShares安硕信托ITOT |
| 1.08% | 1.06% | $2,164.5万 | 13.2万股 | $1,883.7万 | 13.2万股 | -489股-0.37% | 减仓 |
 摩根大通JPM |
| 1.03% | 1.06% | $2,076.8万 | 6.3万股 | $1,880.8万 | 6.4万股 | -491股-0.77% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.03% | 1.27% | $2,073.5万 | 4.7万股 | $2,269.7万 | 4.8万股 | -449股-0.94% | 减仓 |
 埃克森美孚XOM |
| 0.95% | 1.31% | $1,902.1万 | 13.9万股 | $2,337.6万 | 13.8万股 | +1,339股+0.97% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.95% | 1.02% | $1,899.8万 | 37.6万股 | $1,815.3万 | 35.9万股 | +1.7万股+4.74% | 加仓 |
| V先锋领航指数基金VTV |
| 0.92% | 0.95% | $1,849.6万 | 8.5万股 | $1,686.8万 | 8.6万股 | -1,102股-1.28% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.89% | 0.9% | $1,796.8万 | 8.4万股 | $1,599.1万 | 8.3万股 | +1,127股+1.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.83% | $1,791.4万 | 5.1万股 | $1,474.9万 | 5.1万股 | -715股-1.39% | 减仓 |
| CCOLUMBIA ETF TR IRECS |
| 0.84% | 0.92% | $1,695.6万 | 39.2万股 | $1,645.7万 | 42.2万股 | -3.0万股-7.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 0.89% | $1,694.7万 | 3.4万股 | $1,586.4万 | 3.3万股 | +763股+2.30% | 加仓 |
 强生JNJ |
| 0.76% | 0.84% | $1,526.9万 | 6.0万股 | $1,494.7万 | 6.1万股 | -1,028股-1.68% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.75% | 0.74% | $1,503.6万 | 27.8万股 | $1,311.1万 | 27.6万股 | +2,450股+0.89% | 加仓 |
| C资本集团股息价值CCBG |
| 0.68% | 0.64% | $1,369.7万 | 27.8万股 | $1,145.1万 | 26.9万股 | +8,746股+3.25% | 加仓 |
 雷神技术RTX |
| 0.67% | 0.79% | $1,350.0万 | 7.1万股 | $1,410.2万 | 7.3万股 | -1,952股-2.67% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.67% | 0.55% | $1,347.3万 | 30.3万股 | $981.2万 | 25.5万股 | +4.8万股+18.61% | 加仓 |
 COMPASS DIVERSIFIEDCODI |
| 0.66% | 0.55% | $1,329.5万 | 124.7万股 | $982.1万 | 125.0万股 | -2,364股-0.19% | 减仓 |
| G通用动力VTI |
| 0.66% | 0.64% | $1,319.9万 | 3.6万股 | $1,132.1万 | 3.5万股 | +380股+1.08% | 加仓 |
 卡特彼勒CAT |
| 0.66% | 0.51% | $1,316.5万 | 1.2万股 | $901.7万 | 1.3万股 | -364股-2.86% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.64% | 0.73% | $1,292.0万 | 12.8万股 | $1,302.1万 | 12.9万股 | -1,313股-1.01% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.64% | 0.66% | $1,288.1万 | 5.4万股 | $1,169.1万 | 5.4万股 | +72股+0.13% | 加仓 |
| PProShares信托NOBL |
| 0.63% | 0.68% | $1,254.9万 | 22.3万股 | $1,210.7万 | 11.4万股 | +10.9万股+95.66% | 加仓 |
| AASTERA LABSALAB |
| 0.62% | 0.17% | $1,240.0万 | 2.6万股 | $297.8万 | 2.7万股 | -1,497股-5.51% | 减仓 |
| I景顺·S&PSPHQ |
| 0.61% | 0.58% | $1,230.9万 | 13.7万股 | $1,031.2万 | 13.7万股 | -532股-0.39% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.61% | 0.81% | $1,229.4万 | 40.8万股 | $1,435.4万 | 40.5万股 | +2,480股+0.61% | 加仓 |
 GE航空GE |
| 0.58% | 0.45% | $1,173.4万 | 3.1万股 | $798.6万 | 2.8万股 | +3,254股+11.56% | 加仓 |
 特斯拉TSLA |
| 0.58% | 0.58% | $1,169.3万 | 2.8万股 | $1,035.6万 | 2.8万股 | -54股-0.19% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.57% | 0.56% | $1,149.2万 | 16.1万股 | $994.5万 | 15.5万股 | +6,092股+3.93% | 加仓 |
| V先锋领航指数基金VUG |
| 0.57% | 0.54% | $1,144.5万 | 13.3万股 | $970.0万 | 2.2万股 | +11.1万股+498.30% | 加仓 |
| IiShares安硕信托DGRO |
| 0.54% | 0.57% | $1,083.2万 | 14.3万股 | $1,012.9万 | 14.4万股 | -1,405股-0.97% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.53% | 0.37% | $1,062.6万 | 22.6万股 | $653.7万 | 13.9万股 | +8.8万股+63.02% | 加仓 |
| IIBMIBM |
| 0.49% | 0.46% | $985.1万 | 3.5万股 | $815.9万 | 3.4万股 | +1,369股+4.07% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.47% | 0.45% | $944.4万 | 23.0万股 | $801.4万 | 22.5万股 | +4,599股+2.04% | 加仓 |
 GE VernovaGEV |
| 0.47% | 0.36% | $941.5万 | 8,014股 | $633.6万 | 7,259股 | +755股+10.40% | 加仓 |
| V先锋领航·MIDVO |
| 0.46% | 0.46% | $921.3万 | 11.4万股 | $817.4万 | 2.8万股 | +8.6万股+301.75% | 加仓 |
 Meta平台META |
| 0.45% | 0.51% | $911.7万 | 1.6万股 | $913.4万 | 1.6万股 | +221股+1.38% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.45% | 0.42% | $909.6万 | 24.0万股 | $747.6万 | 21.7万股 | +2.2万股+10.28% | 加仓 |
 艾伯维ABBV |
| 0.45% | 0.46% | $899.5万 | 3.6万股 | $815.8万 | 3.8万股 | -1,766股-4.71% | 减仓 |
