 联合包裹UPSUPS |
| 26.8% | 25.34% | $1.61亿 | 74.9万股 | $1.37亿 | 75.5万股 | -5,757股-0.76% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 5.51% | 5.11% | $3,303.5万 | 12.7万股 | $2,771.0万 | 11.8万股 | +8,671股+7.35% | 加仓 |
| V先锋领航全球基金MGV |
| 5.27% | 4.93% | $3,155.1万 | 29.5万股 | $2,671.8万 | 27.3万股 | +2.2万股+8.18% | 加仓 |
| IiShares安硕信托ITOT |
| 4.64% | 4.28% | $2,777.9万 | 25.7万股 | $2,322.7万 | 23.6万股 | +2.2万股+9.13% | 加仓 |
| IiShares安硕信托IVV |
| 4.4% | 3.75% | $2,634.5万 | 5.5万股 | $2,032.8万 | 4.7万股 | +8,047股+17.05% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.32% | 3.6% | $1,986.3万 | 38.9万股 | $1,952.6万 | 38.7万股 | +2,264股+0.59% | 加仓 |
 苹果AAPL |
| 3.09% | 3.07% | $1,849.7万 | 10.4万股 | $1,665.6万 | 11.8万股 | -1.4万股-11.51% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.66% | 2.87% | $1,593.9万 | 29.0万股 | $1,555.9万 | 28.4万股 | +6,209股+2.19% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 2.12% | 2.04% | $1,272.9万 | 4.2万股 | $1,108.4万 | 4.2万股 | +621股+1.49% | 加仓 |
| IiShares安硕信托EFG |
| 2.04% | 1.99% | $1,225.0万 | 11.1万股 | $1,077.4万 | 10.1万股 | +9,873股+9.76% | 加仓 |
| IiShares安硕信托EFV |
| 1.99% | 2.13% | $1,193.1万 | 23.7万股 | $1,154.3万 | 22.7万股 | +9,774股+4.31% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.88% | 1.86% | $1,124.1万 | 7.4万股 | $1,009.6万 | 7.2万股 | +2,458股+3.42% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.63% | 1.85% | $977.0万 | 10.5万股 | $1,002.7万 | 10.6万股 | -892股-0.84% | 减仓 |
| V先锋领航指数基金VOT |
| 1.34% | 1.26% | $804.8万 | 3.2万股 | $685.3万 | 2.9万股 | +2,605股+8.98% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.34% | 1.28% | $804.1万 | 5.3万股 | $692.3万 | 5.0万股 | +3,898股+7.86% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.31% | 1.3% | $785.6万 | 4.4万股 | $702.7万 | 4.2万股 | +2,408股+5.80% | 加仓 |
 亚马逊AMZN |
| 1.29% | 1.56% | $774.9万 | 2,324股 | $845.2万 | 2,573股 | -249股-9.68% | 减仓 |
| V先锋领航指数基金VBK |
| 1.05% | 1.13% | $628.6万 | 2.2万股 | $611.7万 | 2.2万股 | +473股+2.17% | 加仓 |
| IiShares安硕·FALLEN ANGELS USD BOND ETFFALN |
| 1.03% | 0.99% | $618.7万 | 20.6万股 | $534.9万 | 17.8万股 | +2.9万股+16.21% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 1.01% | 0.1% | $607.6万 | 27.5万股 | $55.2万 | 2.5万股 | +25.0万股+1,001.76% | 加仓 |
| GGlobal X基金PFFD |
| 1.01% | 1.06% | $606.9万 | 23.6万股 | $576.4万 | 22.4万股 | +1.2万股+5.28% | 加仓 |
| IiShares安硕信托IUSB |
| 1.01% | 1.24% | $604.7万 | 11.4万股 | $672.5万 | 12.6万股 | -1.2万股-9.56% | 减仓 |
| IiShares安硕信托VLUE |
| 1% | 1.14% | $596.6万 | 5.5万股 | $617.3万 | 6.1万股 | -6,795股-11.09% | 减仓 |
| S嘉信策略信托SCHE |
| 0.99% | 1.24% | $590.6万 | 19.9万股 | $671.2万 | 22.0万股 | -2.1万股-9.44% | 减仓 |
| IiShares安硕·COREIJR |
| 0.95% | 0.94% | $571.4万 | 5.0万股 | $511.5万 | 4.7万股 | +3,059股+6.53% | 加仓 |
| AARCH RESOURCES INC CL A |
| 0.91% | — | $548.0万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| IiShares安硕信托GJS |
| 0.82% | 0.9% | $488.9万 | 18.3万股 | $487.0万 | 18.4万股 | -316股-0.17% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.76% | 0.95% | $454.8万 | 6.8万股 | $517.6万 | 7.7万股 | -8,197股-10.70% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.74% | — | $444.0万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| IiShares安硕信托IXN |
| 0.73% | 0.9% | $436.5万 | 6.8万股 | $487.2万 | 8.6万股 | -1.8万股-21.15% | 减仓 |
 SPROUTS FMRS MKTSFM |
| 0.68% | 0.43% | $408.6万 | 13.8万股 | $233.3万 | 10.1万股 | +3.7万股+36.71% | 加仓 |
| IiShares安硕ESGE |
| 0.63% | 0.97% | $375.5万 | 9.4万股 | $523.7万 | 12.6万股 | -3.2万股-25.25% | 减仓 |
 强生JNJ |
| 0.62% | 0.57% | $371.4万 | 2.2万股 | $310.6万 | 1.9万股 | +2,479股+12.89% | 加仓 |
 特斯拉TSLA |
| 0.56% | 0.94% | $333.7万 | 3,158股 | $508.5万 | 6,557股 | -3,399股-51.84% | 减仓 |
| IiShares安硕信托TIP |
| 0.55% | 0.47% | $328.9万 | 2.5万股 | $256.9万 | 2.0万股 | +5,332股+26.50% | 加仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.53% | 0.55% | $316.0万 | 10.5万股 | $299.0万 | 10.6万股 | -833股-0.79% | 减仓 |
| IiShares TR Global Finls ETFIXG |
| 0.52% | 0.74% | $314.4万 | 3.9万股 | $401.0万 | 5.1万股 | -1.2万股-23.18% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.48% | 0.97% | $287.9万 | 5.4万股 | $526.4万 | 9.9万股 | -4.4万股-44.84% | 减仓 |
| IiShares安硕信托USMV |
| 0.48% | 0.05% | $284.8万 | 3.5万股 | $27.5万 | 3,748股 | +3.1万股+839.38% | 加仓 |
| SSPDR道富系列信托SPMB |
| 0.44% | — | $264.5万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 宝洁PG |
| 0.38% | 0.35% | $226.9万 | 1.4万股 | $192.1万 | 1.4万股 | +133股+0.97% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.37% | 0.29% | $221.4万 | 1.3万股 | $159.9万 | 1.1万股 | +2,023股+18.89% | 加仓 |
 埃克森美孚XOM |
| 0.36% | 0.41% | $214.0万 | 3.5万股 | $221.6万 | 3.8万股 | -2,696股-7.16% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.35% | 0.12% | $208.1万 | 3.4万股 | $67.1万 | 1.1万股 | +2.3万股+208.49% | 加仓 |
| IiShares安硕IEMG |
| 0.32% | 0.05% | $193.5万 | 3.2万股 | $29.8万 | 4,824股 | +2.8万股+570.13% | 加仓 |
| V先锋领航·TOTALBND |
| 0.31% | 0.36% | $188.6万 | 2.2万股 | $195.8万 | 2.3万股 | -664股-2.90% | 减仓 |
| V先锋领航指数基金VOO |
| 0.31% | 0.27% | $182.9万 | 4,188股 | $147.9万 | 3,750股 | +438股+11.68% | 加仓 |
 英伟达NVDA |
| 0.27% | 0.16% | $162.9万 | 5,540股 | $84.7万 | 4,088股 | +1,452股+35.52% | 加仓 |
| IISHARES U.S. INSURANCE ETFIAK |
| 0.26% | 0.38% | $154.0万 | 5.0万股 | $205.4万 | 5.7万股 | -7,435股-12.98% | 减仓 |
 帕兰提尔PLTR |
| 0.25% | 0.3% | $150.2万 | 8.3万股 | $160.6万 | 6.7万股 | +1.6万股+23.52% | 加仓 |
