 苹果AAPL |
| 5.7% | 10.09% | $9,042.9万 | 31.3万股 | $8,802.1万 | 34.7万股 | -3.4万股-9.89% | 减仓 |
| IiShares安硕信托IWY |
| 5.39% | 7.77% | $8,547.6万 | 29.4万股 | $6,779.2万 | 27.2万股 | +2.2万股+7.96% | 加仓 |
| IiShares安硕信托IEFA |
| 3.26% | — | $5,173.6万 | 53.6万股 | $0 | 0股 | +53.6万股 | 新买入 |
 微软MSFT |
| 3.17% | 6.35% | $5,035.0万 | 13.5万股 | $5,541.1万 | 15.0万股 | -1.5万股-9.83% | 减仓 |
| IiShares安硕信托IWX |
| 3.17% | 4.89% | $5,026.6万 | 47.8万股 | $4,262.3万 | 46.0万股 | +1.8万股+3.92% | 加仓 |
 英伟达NVDA |
| 2.91% | — | $4,619.4万 | 23.1万股 | $0 | 0股 | +23.1万股 | 新买入 |
| IiShares安硕信托IWS |
| 2.87% | 4.36% | $4,549.9万 | 27.6万股 | $3,806.8万 | 26.1万股 | +1.5万股+5.83% | 加仓 |
 博通AVGO |
| 2.62% | — | $4,148.5万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| IiShares安硕信托IVV |
| 2.27% | 4.08% | $3,602.8万 | 4.8万股 | $3,555.7万 | 5.4万股 | -6,326股-11.62% | 减仓 |
 谷歌AGOOGL |
| 2.18% | — | $3,464.9万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
 亚马逊AMZN |
| 2.12% | 5.04% | $3,370.0万 | 14.1万股 | $4,399.1万 | 21.1万股 | -7.0万股-33.06% | 减仓 |
| IiShares安硕信托AGG |
| 2.02% | 3.7% | $3,197.2万 | 32.3万股 | $3,224.4万 | 32.5万股 | -1,793股-0.55% | 减仓 |
 摩根大通JPM |
| 1.71% | — | $2,716.3万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| V先锋领航·MALVERN FDSVCRB |
| 1.63% | 2.87% | $2,579.2万 | 33.4万股 | $2,501.0万 | 32.3万股 | +1.1万股+3.32% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.56% | 2.6% | $2,477.6万 | 16.9万股 | $2,272.0万 | 17.7万股 | -8,113股-4.57% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.53% | — | $2,428.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.53% | — | $2,425.6万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| IiShares安硕IEMG |
| 1.26% | — | $1,995.1万 | 24.1万股 | $0 | 0股 | +24.1万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.23% | 2.08% | $1,946.7万 | 2.8万股 | $1,812.9万 | 3.0万股 | -1,994股-6.57% | 减仓 |
 Meta平台META |
| 1.06% | — | $1,674.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 VisaV |
| 1.04% | — | $1,653.6万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.01% | — | $1,606.5万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
 思科CSCO |
| 0.96% | — | $1,520.3万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.92% | 0.03% | $1,458.5万 | 9.3万股 | $22.5万 | 1,623股 | +9.1万股+5,624.89% | 加仓 |
 艾伯维ABBV |
| 0.88% | — | $1,394.9万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| DDimensional维度ETF信托DFIS |
| 0.85% | — | $1,342.9万 | 38.3万股 | $0 | 0股 | +38.3万股 | 新买入 |
 应用材料AMAT |
| 0.76% | 0.94% | $1,211.7万 | 1.7万股 | $815.9万 | 2.4万股 | -7,113股-29.80% | 减仓 |
 礼来LLY |
| 0.75% | 1.14% | $1,187.9万 | 9,903股 | $991.0万 | 1.1万股 | -872股-8.09% | 减仓 |
| G通用动力VTI |
| 0.73% | 1.16% | $1,161.4万 | 3.1万股 | $1,015.1万 | 3.2万股 | -255股-0.81% | 减仓 |
 伊顿ETN |
| 0.71% | — | $1,121.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 家得宝HD |
| 0.69% | 1.34% | $1,100.6万 | 3.1万股 | $1,164.7万 | 3.5万股 | -4,205股-11.87% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.68% | 0.87% | $1,082.6万 | 10.2万股 | $759.9万 | 7.1万股 | +3.1万股+43.26% | 加仓 |
 埃克森美孚XOM |
| 0.68% | — | $1,076.9万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 1.14% | $1,035.8万 | 2.1万股 | $990.9万 | 2.1万股 | +22股+0.11% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.65% | — | $1,035.3万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 泛林集团LRCX |
| 0.65% | 0.73% | $1,026.8万 | 2.4万股 | $635.7万 | 3.0万股 | -6,059股-20.36% | 减仓 |
 特斯拉TSLA |
| 0.64% | — | $1,019.8万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.58% | 0.91% | $915.7万 | 2.3万股 | $797.4万 | 2.5万股 | -2,008股-8.01% | 减仓 |
 联合太平洋铁路UNP |
| 0.55% | 0.94% | $872.2万 | 3.2万股 | $818.9万 | 3.4万股 | -1,683股-4.99% | 减仓 |
 好市多COST |
| 0.52% | — | $817.2万 | 8,736股 | $0 | 0股 | +8,736股 | 新买入 |
 雪佛龙CVX |
| 0.51% | 1.15% | $813.5万 | 4.9万股 | $1,000.9万 | 4.8万股 | +703股+1.45% | 加仓 |
 NETFLIXNFLX |
| 0.5% | — | $795.4万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
 沃尔玛WMT |
| 0.5% | 1.04% | $793.0万 | 7.0万股 | $908.9万 | 7.3万股 | -3,119股-4.26% | 减仓 |
 宝洁PG |
| 0.5% | 0.93% | $790.0万 | 5.4万股 | $814.2万 | 5.6万股 | -2,497股-4.43% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.47% | — | $751.3万 | 23.5万股 | $0 | 0股 | +23.5万股 | 新买入 |
| IIBMIBM |
| 0.47% | 0.78% | $743.9万 | 2.6万股 | $679.1万 | 2.8万股 | -1,564股-5.58% | 减仓 |
| IiShares安硕·COREIJR |
| 0.47% | 0.73% | $738.5万 | 5.0万股 | $637.9万 | 5.1万股 | -1,519股-2.96% | 减仓 |
| IiShares安硕信托GVI |
| 0.44% | 0.82% | $703.1万 | 6.5万股 | $711.0万 | 6.7万股 | -1,651股-2.46% | 减仓 |
 甲骨文ORCL |
| 0.44% | — | $702.0万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 强生JNJ |
| 0.44% | 0.8% | $697.7万 | 2.7万股 | $699.8万 | 2.9万股 | -1,157股-4.04% | 减仓 |
