 苹果AAPL |
| 3.6% | 3.85% | $1.16亿 | 45.7万股 | $1.22亿 | 44.8万股 | +8,878股+1.98% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 3.05% | 2.15% | $9,802.0万 | 279.7万股 | $6,795.4万 | 206.6万股 | +73.1万股+35.39% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.48% | 2.15% | $7,966.8万 | 41.5万股 | $6,800.4万 | 35.5万股 | +6.0万股+16.93% | 加仓 |
 微软MSFT |
| 2.34% | 3.14% | $7,538.1万 | 20.4万股 | $9,941.1万 | 20.6万股 | -1,915股-0.93% | 减仓 |
| V先锋领航指数基金VTV |
| 2.1% | 2.1% | $6,742.7万 | 34.4万股 | $6,650.1万 | 34.8万股 | -4,527股-1.30% | 减仓 |
| S嘉信策略信托SCHM |
| 1.94% | 1.54% | $6,226.1万 | 201.1万股 | $4,882.6万 | 162.4万股 | +38.7万股+23.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.87% | 2.19% | $6,023.0万 | 21.0万股 | $6,938.0万 | 22.1万股 | -1.1万股-5.03% | 减仓 |
 英伟达NVDA |
| 1.87% | 1.93% | $6,014.3万 | 34.5万股 | $6,121.1万 | 32.8万股 | +1.7万股+5.07% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.78% | 1.43% | $5,726.5万 | 108.5万股 | $4,537.8万 | 90.9万股 | +17.6万股+19.31% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.72% | 1.76% | $5,549.3万 | 25.5万股 | $5,580.0万 | 26.3万股 | -8,035股-3.05% | 减仓 |
| IiShares安硕信托SGOV |
| 1.7% | 1.86% | $5,464.7万 | 54.3万股 | $5,879.5万 | 58.6万股 | -4.3万股-7.31% | 减仓 |
 亚马逊AMZN |
| 1.68% | 1.8% | $5,415.4万 | 26.0万股 | $5,690.9万 | 24.7万股 | +1.3万股+5.46% | 加仓 |
| V先锋领航指数基金VUG |
| 1.51% | 1.56% | $4,864.9万 | 11.1万股 | $4,927.2万 | 10.1万股 | +1.0万股+10.28% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.47% | 1.02% | $4,738.6万 | 132.7万股 | $3,235.9万 | 94.6万股 | +38.1万股+40.29% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.44% | 1.05% | $4,620.5万 | 117.2万股 | $3,329.7万 | 87.6万股 | +29.5万股+33.70% | 加仓 |
 博通AVGO |
| 1.23% | 1.3% | $3,967.9万 | 12.8万股 | $4,112.3万 | 11.9万股 | +9,379股+7.89% | 加仓 |
| IiShares安硕IEMG |
| 1.18% | 1.1% | $3,806.0万 | 54.6万股 | $3,494.2万 | 52.0万股 | +2.6万股+4.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.17% | 1.48% | $3,758.4万 | 7.8万股 | $4,686.0万 | 9.3万股 | -1.5万股-15.87% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.16% | 0.99% | $3,730.2万 | 101.5万股 | $3,124.6万 | 82.2万股 | +19.3万股+23.51% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.03% | 1.02% | $3,312.5万 | 28.0万股 | $3,217.3万 | 28.3万股 | -3,264股-1.15% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.02% | 1.02% | $3,266.2万 | 41.2万股 | $3,229.6万 | 40.5万股 | +6,964股+1.72% | 加仓 |
| IiShares安硕信托IVV |
| 1% | 1.12% | $3,227.0万 | 4.9万股 | $3,553.2万 | 5.2万股 | -2,474股-4.77% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.96% | 0.88% | $3,092.8万 | 48.3万股 | $2,796.0万 | 44.8万股 | +3.5万股+7.84% | 加仓 |
| V先锋领航指数基金VOO |
| 0.94% | 0.89% | $3,034.1万 | 5.1万股 | $2,825.4万 | 4.5万股 | +5,723股+12.70% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.93% | 0.72% | $2,977.4万 | 83.2万股 | $2,277.1万 | 67.5万股 | +15.7万股+23.30% | 加仓 |
 Meta平台META |
| 0.89% | 1.1% | $2,858.9万 | 5.0万股 | $3,488.9万 | 5.3万股 | -2,885股-5.46% | 减仓 |
| S嘉信策略信托SCHC |
| 0.88% | 0.87% | $2,840.8万 | 58.1万股 | $2,761.1万 | 61.1万股 | -3.0万股-4.94% | 减仓 |
| IiShares安硕信托EFV |
| 0.86% | 0.85% | $2,764.2万 | 37.2万股 | $2,694.2万 | 37.7万股 | -5,498股-1.46% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.8% | 0.81% | $2,581.6万 | 55.7万股 | $2,562.8万 | 57.5万股 | -1.8万股-3.20% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.8% | 0.57% | $2,563.0万 | 79.5万股 | $1,819.7万 | 57.5万股 | +22.1万股+38.42% | 加仓 |
 伊顿ETN |
| 0.74% | 0.53% | $2,374.0万 | 6.6万股 | $1,669.3万 | 5.2万股 | +1.4万股+26.65% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.73% | 0.72% | $2,346.1万 | 37.6万股 | $2,273.1万 | 38.2万股 | -6,089股-1.59% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.72% | 0.66% | $2,312.4万 | 14.7万股 | $2,093.6万 | 12.9万股 | +1.8万股+13.74% | 加仓 |
| S嘉信策略信托SCHD |
| 0.68% | 0.66% | $2,201.7万 | 71.8万股 | $2,076.1万 | 75.7万股 | -3.9万股-5.18% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.67% | 0.66% | $2,148.3万 | 14.5万股 | $2,085.3万 | 14.5万股 | -238股-0.16% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 0.66% | 0.48% | $2,123.3万 | 43.6万股 | $1,517.4万 | 44.8万股 | -1.3万股-2.80% | 减仓 |
 台积电TSM |
| 0.65% | 0.61% | $2,087.8万 | 6.2万股 | $1,935.7万 | 6.4万股 | -1,919股-3.01% | 减仓 |
| V先锋领航指数基金VBK |
| 0.65% | 0.66% | $2,086.0万 | 6.9万股 | $2,092.4万 | 6.9万股 | -244股-0.35% | 减仓 |
| V先锋领航·MIDVO |
| 0.63% | 0.65% | $2,026.2万 | 7.1万股 | $2,060.8万 | 7.1万股 | -453股-0.64% | 减仓 |
 L3哈里斯LHX |
| 0.6% | 0.66% | $1,940.9万 | 5.6万股 | $2,089.1万 | 7.1万股 | -1.5万股-20.98% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.6% | 0.59% | $1,920.5万 | 23.2万股 | $1,873.6万 | 22.4万股 | +8,372股+3.74% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.59% | 0.66% | $1,906.5万 | 8.1万股 | $2,088.1万 | 8.3万股 | -2,469股-2.97% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.59% | 0.59% | $1,882.7万 | 34.8万股 | $1,871.9万 | 34.8万股 | +125股+0.04% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.68% | $1,875.2万 | 6.5万股 | $2,143.2万 | 6.8万股 | -3,263股-4.77% | 减仓 |
| IiShares安硕信托STIP |
| 0.58% | 0.58% | $1,874.8万 | 18.1万股 | $1,820.6万 | 17.8万股 | +3,454股+1.94% | 加仓 |
| SSPDR黄金信托GLD |
| 0.58% | 0.74% | $1,859.9万 | 4.3万股 | $2,354.4万 | 5.9万股 | -1.6万股-27.24% | 减仓 |
 霍尼韦尔HON |
| 0.56% | 0.5% | $1,814.0万 | 8.0万股 | $1,584.4万 | 8.1万股 | -956股-1.18% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.56% | 0.43% | $1,791.1万 | 103.4万股 | $1,374.8万 | 103.8万股 | -3,488股-0.34% | 减仓 |
 摩根大通JPM |
| 0.56% | 0.32% | $1,785.9万 | 6.1万股 | $1,008.4万 | 3.1万股 | +2.9万股+93.99% | 加仓 |
| T赛默飞世尔TMO |
| 0.54% | 0.68% | $1,738.1万 | 3.5万股 | $2,150.9万 | 3.7万股 | -1,759股-4.74% | 减仓 |
