 CHUBB LIMITEDCB |
| 62.74% | 61.74% | $3.36亿 | 98.5万股 | $3.10亿 | 95.0万股 | +3.5万股+3.65% | 加仓 |
| IiShares安硕信托IEFA |
| 4.47% | 4.41% | $2,389.6万 | 24.7万股 | $2,213.9万 | 24.5万股 | +2,871股+1.17% | 加仓 |
| IiShares安硕信托IVV |
| 4.38% | 4.05% | $2,341.1万 | 3.1万股 | $2,030.0万 | 3.1万股 | +184股+0.59% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.02% | 3.73% | $2,152.6万 | 2.9万股 | $1,871.7万 | 2.9万股 | +45股+0.16% | 加仓 |
 苹果AAPL |
| 2.8% | 3.13% | $1,497.4万 | 5.2万股 | $1,571.2万 | 6.2万股 | -1.0万股-16.41% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.38% | 2.46% | $1,273.7万 | 12.3万股 | $1,234.4万 | 12.7万股 | -4,476股-3.52% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.13% | 2.03% | $1,139.7万 | 16.0万股 | $1,020.7万 | 15.9万股 | +672股+0.42% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.1% | 2.03% | $1,123.5万 | 4.7万股 | $1,017.8万 | 4.7万股 | +153股+0.32% | 加仓 |
| PProShares信托NOBL |
| 1.98% | 1.96% | $1,061.1万 | 18.9万股 | $984.8万 | 9.3万股 | +9.6万股+103.39% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.67% | 1.53% | $893.3万 | 7.2万股 | $766.4万 | 1.8万股 | +5.4万股+300.27% | 加仓 |
| KKKR & COMKKR |
| 1.35% | 1.54% | $722.0万 | 7.9万股 | $774.5万 | 8.4万股 | -5,063股-6.05% | 减仓 |
 BROADSTONE NET LEASEBNL |
| 1.13% | 1.06% | $604.9万 | 29.3万股 | $534.2万 | 29.2万股 | +292股+0.10% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.03% | 0.96% | $549.6万 | 5.0万股 | $483.5万 | 5.0万股 | +86股+0.17% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.87% | 0.89% | $466.2万 | 3.1万股 | $444.8万 | 3.0万股 | +155股+0.51% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.82% | 0.71% | $437.2万 | 1.5万股 | $357.2万 | 1.4万股 | +149股+1.03% | 加仓 |
| V先锋领航指数基金VB |
| 0.81% | 0.74% | $431.6万 | 1.4万股 | $372.4万 | 1.4万股 | +22股+0.15% | 加仓 |
| IiShares安硕IEMG |
| 0.54% | 0.56% | $290.7万 | 3.5万股 | $280.8万 | 4.0万股 | -5,169股-12.84% | 减仓 |
 洛克希德马丁LMT |
| 0.49% | 0.63% | $264.7万 | 5,195股 | $316.7万 | 5,240股 | -45股-0.86% | 减仓 |
 空气化工APD |
| 0.43% | 0.46% | $230.9万 | 7,876股 | $228.8万 | 7,876股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.42% | 0.37% | $222.8万 | 3.3万股 | $184.1万 | 3.2万股 | +153股+0.47% | 加仓 |
| IiShares安硕信托IWD |
| 0.39% | 0.37% | $211.3万 | 8,715股 | $186.2万 | 8,715股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.27% | 0.27% | $144.9万 | 1.9万股 | $137.1万 | 1.8万股 | +491股+2.66% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.25% | 0.24% | $133.8万 | 6,290股 | $120.7万 | 6,290股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $132.2万 | 3,700股 | $109.3万 | 3,802股 | -102股-2.68% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.21% | $128.9万 | 3,649股 | $106.1万 | 3,699股 | -50股-1.35% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.23% | 0.12% | $120.4万 | 3,632股 | $59.4万 | 2,064股 | +1,568股+75.97% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.2% | 0.18% | $105.7万 | 2,582股 | $92.0万 | 2,579股 | +3股+0.12% | 加仓 |
| IiShares安硕信托EFG |
| 0.2% | 0.19% | $105.0万 | 8,437股 | $93.2万 | 8,372股 | +65股+0.78% | 加仓 |
| IiShares安硕信托IWS |
| 0.19% | 0.18% | $100.8万 | 6,124股 | $89.0万 | 6,105股 | +19股+0.31% | 加仓 |
| G通用动力VTI |
| 0.15% | 0.06% | $81.9万 | 2,212股 | $32.0万 | 997股 | +1,215股+121.87% | 加仓 |
 英伟达NVDA |
| 0.11% | 0.1% | $58.1万 | 2,904股 | $50.7万 | 2,908股 | -4股-0.14% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.11% | 0.09% | $56.4万 | 2,548股 | $46.2万 | 2,435股 | +113股+4.64% | 加仓 |
| I景顺QQQ信托VOO |
| 0.1% | 0.08% | $52.3万 | 710股 | $41.0万 | 710股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.1% | 0.1% | $51.5万 | 7,017股 | $51.2万 | 6,947股 | +70股+1.01% | 加仓 |
 PPL COMPPL |
| 0.09% | 0.1% | $47.3万 | 1.3万股 | $49.3万 | 1.3万股 | +83股+0.64% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.08% | 0.09% | $42.3万 | 3,484股 | $43.7万 | 4,360股 | -876股-20.09% | 减仓 |
| V先锋领航指数基金VOO |
| 0.08% | 0.07% | $41.2万 | 600股 | $35.8万 | 598股 | +2股+0.33% | 加仓 |
| V先锋领航指数基金VBK |
| 0.08% | 0.07% | $40.3万 | 1,102股 | $33.3万 | 1,101股 | +1股+0.09% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.06% | 0.06% | $32.9万 | 2,576股 | $28.3万 | 2,576股 | 00.00% | 持仓不变 |
| VV FVFC |
| 0.06% | 0.06% | $31.5万 | 1.9万股 | $32.0万 | 1.9万股 | +82股+0.44% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.06% | 0.05% | $31.4万 | 2,283股 | $26.2万 | 2,283股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.05% | 0.05% | $26.7万 | 777股 | $23.2万 | 777股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.04% | 0.04% | $23.2万 | 2,879股 | $20.7万 | 719股 | +2,160股+300.42% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.04% | 0.04% | $21.2万 | 2,200股 | $19.5万 | 2,200股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.02% | — | $8.4万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.01% | — | $6.0万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| IISHARES U.S. BASIC MATERIALS ETFIYM |
| 0.01% | 0.01% | $2.9万 | 160股 | $2.8万 | 160股 | 00.00% | 持仓不变 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| <0.01% | <0.01% | $2.6万 | 258股 | $2.4万 | 258股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| <0.01% | <0.01% | $1.4万 | 59股 | $1.3万 | 58股 | +1股+1.72% | 加仓 |
