 英伟达NVDA |
| 8.07% | 8.17% | $9,099.8万 | 45.5万股 | $8,231.3万 | 47.2万股 | -1.7万股-3.64% | 减仓 |
 谷歌AGOOGL |
| 5.45% | 4.93% | $6,150.5万 | 17.2万股 | $4,972.2万 | 17.3万股 | -805股-0.47% | 减仓 |
 苹果AAPL |
| 4.83% | 4.75% | $5,446.7万 | 18.8万股 | $4,785.0万 | 18.9万股 | -310股-0.16% | 减仓 |
| IiShares安硕信托IVV |
| 4.08% | 4.03% | $4,603.6万 | 6.1万股 | $4,065.1万 | 6.2万股 | -761股-1.22% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.8% | 3.83% | $4,284.6万 | 41.2万股 | $3,861.8万 | 39.8万股 | +1.5万股+3.74% | 加仓 |
 微软MSFT |
| 3.42% | 3.81% | $3,853.5万 | 10.3万股 | $3,835.9万 | 10.4万股 | -320股-0.31% | 减仓 |
| IiShares安硕·COREIJH |
| 3.37% | 3.33% | $3,804.2万 | 49.3万股 | $3,359.3万 | 49.7万股 | -4,097股-0.82% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 3.31% | 3.27% | $3,727.6万 | 33.8万股 | $3,300.9万 | 33.9万股 | -1,610股-0.47% | 减仓 |
 亚马逊AMZN |
| 3.18% | 3.12% | $3,590.0万 | 15.1万股 | $3,148.6万 | 15.1万股 | -553股-0.37% | 减仓 |
| IiShares安硕信托IEFA |
| 2.84% | 2.9% | $3,201.9万 | 33.2万股 | $2,925.8万 | 32.3万股 | +8,337股+2.58% | 加仓 |
 礼来LLY |
| 2.22% | 1.91% | $2,503.0万 | 2.1万股 | $1,922.0万 | 2.1万股 | -29股-0.14% | 减仓 |
 Meta平台META |
| 2.12% | 2.58% | $2,394.7万 | 4.3万股 | $2,595.5万 | 4.5万股 | -2,853股-6.29% | 减仓 |
 PALO ALTOPANW |
| 2.11% | 1.27% | $2,383.7万 | 7.0万股 | $1,279.8万 | 8.0万股 | -9,929股-12.44% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.07% | 1.83% | $2,332.1万 | 32.7万股 | $1,847.3万 | 28.8万股 | +3.9万股+13.54% | 加仓 |
| I景顺QQQ信托VOO |
| 1.88% | 1.63% | $2,119.9万 | 2.9万股 | $1,646.6万 | 2.9万股 | +259股+0.91% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.83% | 1.75% | $2,062.3万 | 6.9万股 | $1,759.5万 | 7.1万股 | -2,308股-3.25% | 减仓 |
| G通用动力VTI |
| 1.77% | 1.78% | $1,995.9万 | 5.4万股 | $1,795.1万 | 5.6万股 | -2,018股-3.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.58% | 1.64% | $1,783.5万 | 2.4万股 | $1,657.9万 | 2.5万股 | -1,610股-6.32% | 减仓 |
| IiShares安硕EWJ |
| 1.49% | 1.51% | $1,679.7万 | 18.0万股 | $1,519.0万 | 18.0万股 | +191股+0.11% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.28% | 1.28% | $1,442.1万 | 5.9万股 | $1,290.0万 | 5.9万股 | -29股-0.05% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.25% | 1.19% | $1,406.9万 | 23.6万股 | $1,197.7万 | 22.2万股 | +1.4万股+6.36% | 加仓 |
 艾伯维ABBV |
| 1.09% | 1.07% | $1,229.4万 | 4.9万股 | $1,078.8万 | 5.0万股 | -750股-1.51% | 减仓 |
| IiShares安硕信托AGG |
| 1.03% | 0.93% | $1,165.3万 | 11.8万股 | $940.3万 | 9.5万股 | +2.3万股+24.28% | 加仓 |
 VisaV |
| 1.01% | 1% | $1,142.1万 | 3.3万股 | $1,011.0万 | 3.3万股 | -160股-0.48% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 1.07% | $1,116.2万 | 2.2万股 | $1,078.9万 | 2.3万股 | -208股-0.92% | 减仓 |
 卡特彼勒CAT |
| 0.88% | 0.63% | $996.2万 | 9,355股 | $633.2万 | 8,937股 | +418股+4.68% | 加仓 |
 沃尔玛WMT |
| 0.86% | 1.06% | $969.5万 | 8.6万股 | $1,064.7万 | 8.6万股 | -69股-0.08% | 减仓 |
 好市多COST |
| 0.85% | 1.01% | $957.1万 | 1.0万股 | $1,020.2万 | 1.0万股 | -8股-0.08% | 减仓 |
 摩根大通JPM |
| 0.84% | 0.84% | $947.6万 | 2.9万股 | $850.2万 | 2.9万股 | +47股+0.16% | 加仓 |
| SSPDR黄金信托GLD |
| 0.82% | 1.07% | $928.2万 | 2.5万股 | $1,074.5万 | 2.5万股 | +224股+0.90% | 加仓 |
 美国运通AXP |
| 0.78% | 0.78% | $878.4万 | 2.6万股 | $787.8万 | 2.6万股 | -77股-0.30% | 减仓 |
 NETFLIXNFLX |
| 0.76% | 1.23% | $861.0万 | 12.1万股 | $1,235.5万 | 12.8万股 | -7,910股-6.16% | 减仓 |
 万事达MA |
| 0.76% | 0.83% | $857.5万 | 1.7万股 | $835.1万 | 1.7万股 | -18股-0.11% | 减仓 |
 美光科技MU |
| 0.71% | 0.23% | $803.7万 | 6,963股 | $236.5万 | 7,000股 | -37股-0.53% | 减仓 |
| V先锋领航指数基金VOO |
| 0.68% | 0.65% | $771.4万 | 1.1万股 | $656.8万 | 1.1万股 | +240股+2.18% | 加仓 |
 GE航空GE |
| 0.67% | 0.62% | $750.0万 | 2.0万股 | $624.4万 | 2.2万股 | -1,934股-8.79% | 减仓 |
| IiShares安硕信托EEM |
| 0.58% | 0.5% | $658.3万 | 9.6万股 | $500.6万 | 8.8万股 | +8,075股+9.16% | 加仓 |
 AMGEN COMAMGN |
| 0.55% | 0.6% | $616.6万 | 1.7万股 | $605.5万 | 1.7万股 | -181股-1.05% | 减仓 |
 TJXTJX |
| 0.53% | 0.62% | $595.4万 | 3.9万股 | $628.6万 | 3.9万股 | -58股-0.15% | 减仓 |
 AFLAC COMAFL |
| 0.51% | 0.53% | $570.7万 | 4.9万股 | $534.4万 | 4.9万股 | -35股-0.07% | 减仓 |
 甲骨文ORCL |
| 0.49% | 0.54% | $552.5万 | 3.8万股 | $548.8万 | 3.7万股 | +400股+1.07% | 加仓 |
 思科CSCO |
| 0.48% | 0.36% | $545.5万 | 4.6万股 | $358.0万 | 4.6万股 | +303股+0.66% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.47% | 0.46% | $526.3万 | 6.3万股 | $460.7万 | 6.1万股 | +1,491股+2.43% | 加仓 |
 CHUBB LIMITEDCB |
| 0.43% | 0.46% | $484.5万 | 1.4万股 | $462.7万 | 1.4万股 | +22股+0.15% | 加仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 0.42% | 0.22% | $476.7万 | 13.6万股 | $225.4万 | 7.1万股 | +6.5万股+91.44% | 加仓 |
 联合健康UNH |
| 0.4% | 0.29% | $455.7万 | 1.1万股 | $295.3万 | 1.1万股 | +51股+0.47% | 加仓 |
 WASTE MGMT DELWM |
| 0.4% | 0.46% | $446.7万 | 2.0万股 | $461.7万 | 2.0万股 | -50股-0.25% | 减仓 |
 博通AVGO |
| 0.39% | 0.36% | $435.2万 | 1.2万股 | $359.4万 | 1.2万股 | -91股-0.78% | 减仓 |
 摩根士丹利MS |
| 0.38% | 0.34% | $431.0万 | 2.1万股 | $340.7万 | 2.1万股 | -85股-0.41% | 减仓 |
| Q高通QCOM |
| 0.35% | 0.28% | $397.7万 | 2.2万股 | $277.3万 | 2.2万股 | -7股-0.03% | 减仓 |
