 苹果AAPL |
| 5.25% | 4.48% | $3,476.8万 | 17.9万股 | $2,791.1万 | 16.9万股 | +9,981股+5.90% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.02% | 3.93% | $2,660.1万 | 51.5万股 | $2,448.8万 | 51.2万股 | +2,769股+0.54% | 加仓 |
| S嘉信策略信托SCHD |
| 3.69% | 3.87% | $2,446.5万 | 33.7万股 | $2,408.0万 | 32.9万股 | +7,754股+2.36% | 加仓 |
 微软MSFT |
| 3.29% | 1.79% | $2,177.5万 | 6.4万股 | $1,118.0万 | 3.9万股 | +2.5万股+64.89% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.96% | 2.91% | $1,959.3万 | 35.4万股 | $1,810.3万 | 33.2万股 | +2.3万股+6.80% | 加仓 |
 特斯拉TSLA |
| 2.86% | 2.41% | $1,894.5万 | 7.2万股 | $1,501.4万 | 7.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 2.45% | 2.62% | $1,623.6万 | 21.8万股 | $1,633.6万 | 22.5万股 | -6,147股-2.74% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.17% | 2.29% | $1,437.1万 | 13.5万股 | $1,429.2万 | 13.5万股 | +18股+0.01% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.96% | 2.01% | $1,300.9万 | 17.2万股 | $1,252.7万 | 16.4万股 | +7,601股+4.63% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.95% | 1.77% | $1,290.2万 | 7.4万股 | $1,101.1万 | 7.3万股 | +1,292股+1.77% | 加仓 |
| IiShares安硕·COREIJR |
| 1.94% | 2.01% | $1,284.1万 | 12.9万股 | $1,253.5万 | 13.0万股 | -768股-0.59% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.86% | 2.05% | $1,233.0万 | 26.7万股 | $1,275.7万 | 27.2万股 | -4,817股-1.77% | 减仓 |
| PPacer基金信托COWZ |
| 1.68% | 1.71% | $1,115.9万 | 23.3万股 | $1,063.7万 | 22.7万股 | +6,533股+2.88% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.5% | 1.57% | $990.8万 | 6.6万股 | $979.2万 | 6.8万股 | -1,497股-2.21% | 减仓 |
| S嘉信策略信托SCHF |
| 1.46% | 1.5% | $965.7万 | 27.1万股 | $937.0万 | 26.9万股 | +1,638股+0.61% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 1.37% | 0.97% | $906.3万 | 33.3万股 | $603.3万 | 22.4万股 | +11.0万股+48.95% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.33% | 1.93% | $882.3万 | 18.6万股 | $1,202.3万 | 25.1万股 | -6.5万股-26.00% | 减仓 |
| IINVESCO S&P 500 PURE GROWTH ETFRPG |
| 1.18% | 1.28% | $779.4万 | 5.1万股 | $795.9万 | 5.3万股 | -1,572股-2.99% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.17% | 0.48% | $773.0万 | 16.0万股 | $298.2万 | 6.6万股 | +9.4万股+141.65% | 加仓 |
 强生JNJ |
| 1.13% | 1.15% | $751.3万 | 4.5万股 | $714.2万 | 4.6万股 | -692股-1.50% | 减仓 |
| S嘉信策略信托SCHM |
| 1.13% | 1.13% | $747.4万 | 10.5万股 | $704.7万 | 10.4万股 | +1,358股+1.31% | 加仓 |
| V先锋领航指数基金VUG |
| 1.08% | 0.98% | $714.4万 | 2.5万股 | $609.1万 | 2.4万股 | +828股+3.39% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.03% | 0.96% | $680.4万 | 11.8万股 | $598.9万 | 10.9万股 | +9,145股+8.39% | 加仓 |
| SSPDR黄金信托GLD |
| 0.97% | 1.08% | $641.7万 | 3.6万股 | $675.3万 | 3.7万股 | -858股-2.33% | 减仓 |
 百事可乐PEP |
| 0.92% | 0.96% | $606.4万 | 3.3万股 | $600.5万 | 3.3万股 | -202股-0.61% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.89% | 0.87% | $592.0万 | 3.6万股 | $539.4万 | 3.5万股 | +1,423股+4.06% | 加仓 |
| IiShares安硕信托IXUS |
| 0.87% | 0.91% | $575.5万 | 9.2万股 | $567.2万 | 9.2万股 | +333股+0.36% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.82% | 0.76% | $540.4万 | 3.1万股 | $473.8万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.73% | 0.73% | $480.6万 | 7.6万股 | $454.3万 | 7.3万股 | +2,722股+3.71% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.68% | 0.63% | $453.2万 | 6.0万股 | $393.0万 | 6.0万股 | +173股+0.29% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.66% | 0.71% | $436.9万 | 9.2万股 | $439.6万 | 9.2万股 | +6股+0.01% | 加仓 |
| IiShares安硕信托ICSH |
| 0.65% | 0.73% | $433.2万 | 8.6万股 | $452.4万 | 8.9万股 | -3,932股-4.40% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.65% | 0.75% | $431.1万 | 14.0万股 | $468.4万 | 15.4万股 | -1.3万股-8.74% | 减仓 |
 Meta平台META |
| 0.63% | 0.47% | $415.6万 | 1.4万股 | $292.0万 | 1.4万股 | +706股+5.12% | 加仓 |
 MONGODB CL AMDB |
| 0.62% | 0.37% | $411.0万 | 1.0万股 | $233.1万 | 1.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.62% | 0.48% | $409.6万 | 3.1万股 | $299.3万 | 2.9万股 | +2,445股+8.44% | 加仓 |
| GGlobal X基金PFFD |
| 0.58% | 0.63% | $386.7万 | 19.9万股 | $390.3万 | 19.7万股 | +2,888股+1.47% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT |
| 0.57% | 0.58% | $375.0万 | 11.2万股 | $360.4万 | 11.4万股 | -1,895股-1.66% | 减仓 |
 BCEBCE |
| 0.57% | 0.6% | $374.6万 | 8.2万股 | $371.8万 | 8.3万股 | -859股-1.03% | 减仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.55% | 0.58% | $363.0万 | 15.2万股 | $363.4万 | 15.4万股 | -2,158股-1.40% | 减仓 |
 VisaV |
| 0.55% | 0.55% | $361.5万 | 1.5万股 | $341.7万 | 1.5万股 | +66股+0.44% | 加仓 |
| IiShares安硕信托EFAV |
| 0.54% | 0.64% | $356.0万 | 5.3万股 | $401.0万 | 5.9万股 | -6,532股-11.02% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.47% | $345.7万 | 2.9万股 | $290.9万 | 2.8万股 | +608股+2.17% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.52% | 0.57% | $342.6万 | 8.2万股 | $352.5万 | 8.5万股 | -3,184股-3.75% | 减仓 |
 谷歌AGOOGL |
| 0.51% | 0.46% | $339.9万 | 2.8万股 | $283.5万 | 2.7万股 | +1,064股+3.89% | 加仓 |
| IiShares安硕信托DVY |
| 0.48% | 0.53% | $320.3万 | 2.8万股 | $332.5万 | 2.8万股 | -107股-0.38% | 减仓 |
 艾伯维ABBV |
| 0.47% | 0.6% | $313.6万 | 2.3万股 | $375.3万 | 2.4万股 | -272股-1.15% | 减仓 |
| IiShares安硕信托GVI |
| 0.47% | 0.47% | $308.9万 | 2.9万股 | $292.5万 | 2.7万股 | +1,798股+6.62% | 加仓 |
 帕兰提尔PLTR |
| 0.47% | 0.27% | $308.3万 | 20.1万股 | $170.0万 | 20.1万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.46% | 0.48% | $307.9万 | 3.3万股 | $299.6万 | 3.4万股 | -993股-2.91% | 减仓 |
