 伯克希尔哈撒韦BRK.B |
| 7.22% | 7.56% | $3,389.2万 | 6.8万股 | $3,254.5万 | 6.8万股 | -184股-0.27% | 减仓 |
 谷歌AGOOGL |
| 6.02% | 5.38% | $2,824.0万 | 7.9万股 | $2,317.1万 | 8.1万股 | -1,556股-1.93% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.09% | 3.92% | $1,921.2万 | 61.8万股 | $1,685.0万 | 60.5万股 | +1.3万股+2.11% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 3.6% | 3.69% | $1,688.8万 | 37.0万股 | $1,587.9万 | 36.8万股 | +1,382股+0.38% | 加仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 3.14% | 3.29% | $1,473.2万 | 57.5万股 | $1,415.0万 | 55.5万股 | +2.0万股+3.58% | 加仓 |
| IiShares安硕信托USMV |
| 2.67% | 2.8% | $1,251.9万 | 13.0万股 | $1,203.0万 | 13.0万股 | +67股+0.05% | 加仓 |
| VVanEck ETF信托GDX |
| 2.59% | 3.29% | $1,216.3万 | 16.1万股 | $1,417.5万 | 15.4万股 | +6,744股+4.37% | 加仓 |
| IiShares安硕信托IJK |
| 2.54% | 2.37% | $1,190.5万 | 10.1万股 | $1,019.0万 | 10.1万股 | +42股+0.04% | 加仓 |
| J骏利亨德森JAAA |
| 2.54% | 2.59% | $1,189.4万 | 23.6万股 | $1,112.8万 | 22.1万股 | +1.5万股+6.63% | 加仓 |
 苹果AAPL |
| 2.52% | 2.35% | $1,184.1万 | 4.1万股 | $1,012.7万 | 4.0万股 | +1,017股+2.55% | 加仓 |
| S嘉信策略信托SCHR |
| 2.49% | 2.66% | $1,169.4万 | 47.4万股 | $1,144.2万 | 45.9万股 | +1.5万股+3.24% | 加仓 |
 马拉松石油MPC |
| 2.43% | 2.67% | $1,140.5万 | 4.5万股 | $1,148.5万 | 4.7万股 | -2,423股-5.15% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.42% | 2.31% | $1,136.1万 | 32.6万股 | $994.2万 | 32.6万股 | +417股+0.13% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.38% | 1.57% | $1,117.3万 | 42.1万股 | $675.1万 | 25.8万股 | +16.4万股+63.49% | 加仓 |
| IiShares安硕信托TIP |
| 2.33% | 2.5% | $1,092.6万 | 10.0万股 | $1,077.6万 | 9.8万股 | +2,204股+2.26% | 加仓 |
| G高盛ETF信托JUST |
| 2.31% | 2.18% | $1,083.3万 | 10.2万股 | $939.4万 | 10.2万股 | -32股-0.03% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 2.14% | 2.14% | $1,003.5万 | 17.8万股 | $921.6万 | 17.5万股 | +2,145股+1.22% | 加仓 |
| V先锋领航指数基金VOO |
| 2.13% | 1.79% | $1,000.3万 | 1.4万股 | $770.8万 | 1.3万股 | +228股+1.71% | 加仓 |
 微软MSFT |
| 2.03% | 2.22% | $953.0万 | 2.6万股 | $957.1万 | 2.6万股 | -309股-1.20% | 减仓 |
 摩根大通JPM |
| 2% | 1.98% | $938.0万 | 2.9万股 | $850.5万 | 2.9万股 | -257股-0.89% | 减仓 |
| S嘉信策略信托SCHM |
| 1.97% | 1.75% | $922.9万 | 25.0万股 | $754.8万 | 24.4万股 | +6,505股+2.67% | 加仓 |
 摩根士丹利MS |
| 1.97% | 1.72% | $922.1万 | 4.4万股 | $740.0万 | 4.5万股 | -856股-1.90% | 减仓 |
 Meta平台META |
| 1.89% | 2.1% | $887.5万 | 1.6万股 | $901.7万 | 1.6万股 | -4股-0.03% | 减仓 |
| IiShares安硕·COREIJR |
| 1.89% | 1.76% | $886.8万 | 6.0万股 | $755.6万 | 6.1万股 | -993股-1.63% | 减仓 |
 亚马逊AMZN |
| 1.87% | 1.78% | $875.3万 | 3.7万股 | $764.5万 | 3.7万股 | +18股+0.05% | 加仓 |
| IiShares安硕信托ILCG |
| 1.85% | 1.62% | $869.9万 | 7.4万股 | $697.2万 | 7.3万股 | +1,312股+1.80% | 加仓 |
| G高盛ETF信托GIGB |
| 1.83% | 1.98% | $860.3万 | 18.7万股 | $851.8万 | 18.6万股 | +1,403股+0.75% | 加仓 |
| AAvantis·U SAVUV |
| 1.76% | 1.67% | $824.2万 | 6.6万股 | $719.9万 | 6.5万股 | +892股+1.37% | 加仓 |
| XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF |
| 1.68% | 1.85% | $788.8万 | 24.5万股 | $798.3万 | 24.6万股 | -889股-0.36% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.65% | 1.58% | $774.7万 | 8.5万股 | $680.5万 | 8.4万股 | +515股+0.61% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.65% | 1.74% | $774.4万 | 8.2万股 | $747.5万 | 7.8万股 | +3,561股+4.55% | 加仓 |
| WWisdomTree信托DGRW |
| 1.54% | 1.51% | $723.7万 | 7.6万股 | $650.3万 | 7.4万股 | +1,656股+2.24% | 加仓 |
| IiShares安硕信托EFG |
| 1.51% | 1.46% | $707.0万 | 5.7万股 | $628.8万 | 5.6万股 | +363股+0.64% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.49% | 1.3% | $698.9万 | 7.2万股 | $560.5万 | 7.0万股 | +2,878股+4.14% | 加仓 |
 加拿大国家铁路CNI |
| 1.35% | 1.26% | $632.7万 | 5.3万股 | $543.6万 | 5.3万股 | +170股+0.32% | 加仓 |
| N新纪元能源NEE |
| 1.3% | 1.48% | $610.6万 | 7.0万股 | $637.5万 | 6.9万股 | +921股+1.34% | 加仓 |
 雪佛龙CVX |
| 1.27% | 1.73% | $596.4万 | 3.6万股 | $744.1万 | 3.6万股 | +15股+0.04% | 加仓 |
 SPROUTS FMRS MKTSFM |
| 1.19% | 1.34% | $557.5万 | 6.6万股 | $577.6万 | 7.5万股 | -8,972股-11.98% | 减仓 |
 英伟达NVDA |
| 1.18% | 1.09% | $554.9万 | 2.8万股 | $467.9万 | 2.7万股 | +905股+3.37% | 加仓 |
| FFIRST TRUST WATER ETFFIW |
| 1.15% | 1.15% | $540.1万 | 4.9万股 | $493.1万 | 4.8万股 | +1,500股+3.14% | 加仓 |
 艺康ECL |
| 1.07% | 1.12% | $501.2万 | 1.8万股 | $481.0万 | 1.8万股 | -126股-0.70% | 减仓 |
| AALPS ETF信托AMLP |
| 1.03% | 1.13% | $484.3万 | 9.3万股 | $486.2万 | 9.2万股 | +1,051股+1.14% | 加仓 |
| DDirexion股票ETF信托QQQE |
| 1.01% | 0.85% | $475.0万 | 3.9万股 | $367.3万 | 3.7万股 | +1,661股+4.46% | 加仓 |
 威瑞森VZ |
| 0.76% | 1% | $357.8万 | 8.5万股 | $429.8万 | 8.6万股 | -1,104股-1.29% | 减仓 |
| S道富XLI |
| 0.45% | 0.42% | $212.4万 | 1.1万股 | $180.4万 | 1.1万股 | +310股+2.78% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.44% | 0.55% | $207.0万 | 3.9万股 | $236.3万 | 3.9万股 | +392股+1.02% | 加仓 |
 霍尼韦尔HON |
| 0.43% | 0.93% | $200.5万 | 8,954股 | $398.9万 | 1.8万股 | -8,694股-49.26% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.42% | — | $197.3万 | 8,925股 | $0 | 0股 | +8,925股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.37% | 0.35% | $172.1万 | 6.2万股 | $151.4万 | 6.1万股 | +939股+1.53% | 加仓 |
 PAYPAL COMPYPL |
| 0.34% | 0.46% | $157.4万 | 3.6万股 | $199.0万 | 4.4万股 | -7,553股-17.17% | 减仓 |
