 礼来LLY |
| 22.66% | 18.56% | $4.21亿 | 78.4万股 | $3.69亿 | 78.8万股 | -4,010股-0.51% | 减仓 |
| V先锋领航指数基金VOO |
| 19.75% | 25.63% | $3.67亿 | 93.4万股 | $5.10亿 | 125.3万股 | -32.0万股-25.52% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 14.01% | 12.73% | $2.60亿 | 74.3万股 | $2.53亿 | 74.3万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 4.91% | 4.75% | $9,117.8万 | 43.0万股 | $9,453.1万 | 43.0万股 | +396股+0.09% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.22% | 2.98% | $5,984.9万 | 134.6万股 | $5,923.2万 | 129.5万股 | +5.1万股+3.93% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.09% | 2.99% | $5,739.2万 | 76.5万股 | $5,946.8万 | 78.2万股 | -1.7万股-2.20% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 3.01% | 2.98% | $5,589.3万 | 162.3万股 | $5,928.3万 | 141.3万股 | +21.0万股+14.84% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.46% | 2.43% | $4,567.3万 | 19.4万股 | $4,840.7万 | 19.9万股 | -4,172股-2.10% | 减仓 |
| IiShares安硕信托GVI |
| 2.35% | 2.3% | $4,362.9万 | 42.5万股 | $4,577.9万 | 42.9万股 | -3,439股-0.80% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.94% | 1.96% | $3,602.4万 | 69.5万股 | $3,901.6万 | 71.7万股 | -2.3万股-3.15% | 减仓 |
| IiShares安硕信托IXUS |
| 1.74% | 1.71% | $3,228.2万 | 53.8万股 | $3,406.3万 | 54.4万股 | -5,840股-1.07% | 减仓 |
| V先锋领航指数基金VB |
| 1.53% | 1.5% | $2,842.5万 | 28.5万股 | $2,978.2万 | 29.1万股 | -6,413股-2.20% | 减仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 1.39% | 1.24% | $2,581.5万 | 69.1万股 | $2,470.4万 | 65.8万股 | +3.3万股+5.08% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.17% | 1.1% | $2,177.9万 | 46.3万股 | $2,185.2万 | 46.5万股 | -1,545股-0.33% | 减仓 |
| V先锋领航指数基金VV |
| 1.13% | 1.11% | $2,089.9万 | 10.7万股 | $2,199.8万 | 10.9万股 | -1,714股-1.58% | 减仓 |
 苹果AAPL |
| 1.03% | 1.1% | $1,917.1万 | 11.2万股 | $2,188.0万 | 11.3万股 | -673股-0.60% | 减仓 |
| PPROLOGIS COMPLD |
| 0.96% | 0.99% | $1,781.6万 | 15.9万股 | $1,971.5万 | 16.1万股 | -1,990股-1.24% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.86% | 1.25% | $1,590.6万 | 36.1万股 | $2,479.0万 | 53.9万股 | -17.7万股-32.92% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.81% | 0.75% | $1,509.9万 | 30.3万股 | $1,491.4万 | 28.8万股 | +1.4万股+4.99% | 加仓 |
 莫德纳MRNA |
| 0.65% | 0.71% | $1,209.6万 | 11.7万股 | $1,422.9万 | 11.7万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.59% | 0.62% | $1,093.3万 | 11.3万股 | $1,230.9万 | 11.3万股 | -12股-0.01% | 减仓 |
| IiShares安硕信托GVI |
| 0.57% | 1.25% | $1,062.2万 | 10.3万股 | $2,478.8万 | 23.8万股 | -13.5万股-56.66% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.54% | 0.53% | $998.8万 | 21.2万股 | $1,058.8万 | 21.5万股 | -2,657股-1.24% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.48% | 0.47% | $897.2万 | 27.1万股 | $936.2万 | 27.6万股 | -4,412股-1.60% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.48% | 0.48% | $891.1万 | 32.4万股 | $951.5万 | 33.5万股 | -1.0万股-3.10% | 减仓 |
 亚马逊AMZN |
| 0.45% | 0.43% | $843.0万 | 6.6万股 | $863.7万 | 6.6万股 | -56股-0.08% | 减仓 |
| I景顺QQQ信托VOO |
| 0.43% | 0.39% | $805.0万 | 2.2万股 | $766.8万 | 2.1万股 | +1,714股+8.26% | 加仓 |
| IiShares安硕·COREIJR |
| 0.39% | 0.39% | $719.4万 | 7.6万股 | $781.0万 | 7.8万股 | -2,107股-2.69% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.29% | 0.22% | $538.7万 | 3.3万股 | $432.7万 | 2.5万股 | +7,976股+32.05% | 加仓 |
| IiShares安硕信托IFRA |
| 0.29% | 0.25% | $537.0万 | 14.7万股 | $492.3万 | 12.6万股 | +2.1万股+16.51% | 加仓 |
| BBERRY GLOBAL GROUP IBERYEUR |
| 0.25% | 0.24% | $459.0万 | 7.4万股 | $477.0万 | 7.4万股 | 00.00% | 持仓不变 |
| BBLACKBAUDBLKB |
| 0.25% | 0.23% | $457.6万 | 6.5万股 | $463.4万 | 6.5万股 | -37股-0.06% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.2% | 0.19% | $371.5万 | 2.8万股 | $380.1万 | 2.8万股 | +1股+0.00% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.19% | 0.18% | $348.6万 | 2.2万股 | $361.6万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.19% | 0.18% | $347.7万 | 2.0万股 | $362.2万 | 1.9万股 | +331股+1.71% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.16% | 0.16% | $306.0万 | 5.3万股 | $321.8万 | 5.6万股 | -2,613股-4.69% | 减仓 |
 宝洁PG |
| 0.16% | 0.15% | $295.8万 | 2.0万股 | $289.5万 | 1.9万股 | +1,206股+6.32% | 加仓 |
 微软MSFT |
| 0.15% | 0.16% | $272.3万 | 8,624股 | $315.1万 | 9,253股 | -629股-6.80% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.14% | 0.01% | $260.6万 | 2.6万股 | $14.6万 | 1,461股 | +2.5万股+1,680.97% | 加仓 |
| IiShares安硕信托IVV |
| 0.13% | 0.12% | $237.3万 | 5,526股 | $229.7万 | 5,153股 | +373股+7.24% | 加仓 |
| IiShares安硕信托STIP |
| 0.11% | 0.09% | $208.7万 | 2.2万股 | $183.5万 | 1.9万股 | +2,726股+14.50% | 加仓 |
| SSWEETGREENSG |
| 0.11% | 0.11% | $200.3万 | 17.0万股 | $218.5万 | 17.0万股 | 00.00% | 持仓不变 |
| VVANGUARD EMERGINGVWOB |
| 0.11% | 0.12% | $198.1万 | 3.3万股 | $239.0万 | 3.8万股 | -4,897股-12.76% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.11% | 0.1% | $195.2万 | 2.2万股 | $191.5万 | 2.1万股 | +789股+3.79% | 加仓 |
| IiShares安硕信托EEM |
| 0.1% | 0.1% | $187.2万 | 4.9万股 | $204.6万 | 5.1万股 | -1,886股-3.69% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.09% | 0.09% | $165.5万 | 3,871股 | $172.0万 | 3,881股 | -10股-0.26% | 减仓 |
 强生JNJ |
| 0.09% | 0.07% | $159.8万 | 1.0万股 | $136.8万 | 8,266股 | +1,997股+24.16% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.08% | 0.07% | $152.1万 | 6.8万股 | $140.1万 | 5.7万股 | +1.0万股+18.15% | 加仓 |
| IiShares安硕IEMG |
| 0.08% | 0.08% | $148.7万 | 3.1万股 | $168.2万 | 3.4万股 | -2,883股-8.45% | 减仓 |
| IiShares安硕信托IWV |
| 0.08% | 0.08% | $148.6万 | 6,065股 | $154.4万 | 6,065股 | 00.00% | 持仓不变 |
