 史赛克SYK |
| 46.15% | 51.45% | $47.95亿 | 1,522.9万股 | $52.37亿 | 1,593.8万股 | -71.0万股-4.45% | 减仓 |
| IiShares安硕信托IVV |
| 9.69% | 8.97% | $10.07亿 | 134.5万股 | $9.13亿 | 139.7万股 | -5.3万股-3.76% | 减仓 |
| S道富SPYM |
| 5.93% | 4.81% | $6.16亿 | 700.5万股 | $4.90亿 | 639.6万股 | +60.9万股+9.52% | 加仓 |
| IiShares安硕信托IEFA |
| 1.91% | 1.9% | $1.99亿 | 205.7万股 | $1.93亿 | 213.7万股 | -8.0万股-3.76% | 减仓 |
 苹果AAPL |
| 1.74% | 1.59% | $1.81亿 | 62.6万股 | $1.62亿 | 63.8万股 | -1.2万股-1.90% | 减仓 |
| J骏利亨德森JAAA |
| 1.22% | 1.11% | $1.26亿 | 250.1万股 | $1.13亿 | 225.0万股 | +25.1万股+11.17% | 加仓 |
| IiShares安硕·COREIJH |
| 1.1% | 1.04% | $1.14亿 | 148.4万股 | $1.06亿 | 156.5万股 | -8.1万股-5.19% | 减仓 |
 英伟达NVDA |
| 1.09% | 0.97% | $1.13亿 | 56.4万股 | $9,870.7万 | 56.6万股 | -1,678股-0.30% | 减仓 |
 微软MSFT |
| 1.06% | 1.06% | $1.11亿 | 29.6万股 | $1.08亿 | 29.2万股 | +4,452股+1.53% | 加仓 |
 亚马逊AMZN |
| 1.06% | 0.95% | $1.10亿 | 46.2万股 | $9,706.3万 | 46.6万股 | -4,126股-0.89% | 减仓 |
 谷歌AGOOGL |
| 1% | 0.82% | $1.04亿 | 29.2万股 | $8,321.0万 | 28.9万股 | +2,723股+0.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1% | 0.88% | $1.03亿 | 29.3万股 | $8,914.3万 | 31.1万股 | -1.8万股-5.78% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.97% | 0.9% | $1.01亿 | 106.4万股 | $9,161.7万 | 96.0万股 | +10.5万股+10.89% | 加仓 |
| IiShares安硕信托EEM |
| 0.91% | 0.82% | $9,434.1万 | 137.9万股 | $8,339.4万 | 146.8万股 | -8.9万股-6.09% | 减仓 |
 VisaV |
| 0.79% | 0.7% | $8,231.4万 | 24.0万股 | $7,101.6万 | 23.5万股 | +4,954股+2.11% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.77% | 0.63% | $7,955.9万 | 157.9万股 | $6,457.0万 | 141.4万股 | +16.4万股+11.62% | 加仓 |
| IiShares安硕IEMG |
| 0.72% | 0.62% | $7,441.4万 | 89.8万股 | $6,329.1万 | 90.7万股 | -9,118股-1.00% | 减仓 |
| IiShares安硕·COREIJR |
| 0.7% | 0.64% | $7,284.5万 | 49.1万股 | $6,497.7万 | 52.3万股 | -3.2万股-6.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.66% | $7,089.9万 | 14.2万股 | $6,729.5万 | 14.0万股 | +1,256股+0.89% | 加仓 |
| S道富SPMD |
| 0.64% | 0.52% | $6,649.4万 | 98.4万股 | $5,339.3万 | 90.2万股 | +8.3万股+9.16% | 加仓 |
 Meta平台META |
| 0.58% | 0.6% | $6,019.9万 | 10.7万股 | $6,134.0万 | 10.7万股 | -343股-0.32% | 减仓 |
| IiShares安硕信托ICVT |
| 0.52% | 0.45% | $5,406.2万 | 44.4万股 | $4,563.4万 | 44.8万股 | -4,243股-0.95% | 减仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.46% | $5,369.3万 | 7.8万股 | $4,663.4万 | 7.8万股 | +136股+0.17% | 加仓 |
 台积电TSM |
| 0.51% | 0.39% | $5,271.3万 | 11.0万股 | $3,919.9万 | 11.6万股 | -5,613股-4.84% | 减仓 |
 博通AVGO |
| 0.42% | 0.35% | $4,342.3万 | 11.5万股 | $3,516.3万 | 11.4万股 | +1,341股+1.18% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.42% | 0.41% | $4,322.9万 | 41.6万股 | $4,129.6万 | 42.5万股 | -9,016股-2.12% | 减仓 |
| IiShares安硕信托IVW |
| 0.41% | 0.34% | $4,287.8万 | 31.2万股 | $3,485.2万 | 30.8万股 | +3,647股+1.18% | 加仓 |
| IiShares安硕信托PFF |
| 0.39% | 0.37% | $4,022.8万 | 131.9万股 | $3,790.8万 | 125.0万股 | +6.9万股+5.53% | 加仓 |
| S道富SPSM |
| 0.37% | 0.29% | $3,854.6万 | 66.8万股 | $2,962.7万 | 61.3万股 | +5.5万股+9.01% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.34% | 0.32% | $3,508.2万 | 15.5万股 | $3,294.0万 | 15.6万股 | -1,496股-0.96% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.27% | $3,166.2万 | 4.2万股 | $2,732.5万 | 4.2万股 | +382股+0.91% | 加仓 |
 标普全球SPGI |
| 0.3% | 0.32% | $3,114.1万 | 7.6万股 | $3,214.7万 | 7.6万股 | +886股+1.17% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.29% | 0.27% | $3,014.1万 | 34.8万股 | $2,747.7万 | 34.9万股 | -1,464股-0.42% | 减仓 |
 摩根大通JPM |
| 0.28% | 0.26% | $2,960.1万 | 9.0万股 | $2,661.1万 | 9.0万股 | -34股-0.04% | 减仓 |
 美光科技MU |
| 0.26% | 0.08% | $2,745.1万 | 2.4万股 | $768.4万 | 2.3万股 | +1,038股+4.56% | 加仓 |
 礼来LLY |
| 0.24% | 0.19% | $2,532.4万 | 2.1万股 | $1,887.6万 | 2.1万股 | +591股+2.88% | 加仓 |
 泛林集团LRCX |
| 0.22% | 0.11% | $2,247.5万 | 5.2万股 | $1,099.8万 | 5.1万股 | +392股+0.76% | 加仓 |
 强生JNJ |
| 0.21% | 0.2% | $2,185.9万 | 8.6万股 | $2,079.8万 | 8.5万股 | +985股+1.16% | 加仓 |
 AMD超威AMD |
| 0.21% | 0.07% | $2,156.0万 | 3.7万股 | $718.1万 | 3.5万股 | +1,816股+5.14% | 加仓 |
 特斯拉TSLA |
| 0.21% | 0.19% | $2,144.6万 | 5.1万股 | $1,964.4万 | 5.3万股 | -1,851股-3.50% | 减仓 |
 应用材料AMAT |
| 0.19% | 0.09% | $1,978.1万 | 2.7万股 | $920.0万 | 2.7万股 | +441股+1.64% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.17% | 0.19% | $1,809.5万 | 11.1万股 | $1,907.3万 | 11.1万股 | +106股+0.10% | 加仓 |
| IiShares安硕信托EFV |
| 0.17% | 0.17% | $1,793.2万 | 23.4万股 | $1,781.2万 | 24.0万股 | -5,306股-2.21% | 减仓 |
| IiShares安硕信托ITOT |
| 0.17% | 0.15% | $1,779.8万 | 10.8万股 | $1,537.0万 | 10.8万股 | +439股+0.41% | 加仓 |
 卡特彼勒CAT |
| 0.17% | 0.11% | $1,748.0万 | 1.6万股 | $1,130.8万 | 1.6万股 | +454股+2.84% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.16% | 0.17% | $1,688.8万 | 29.2万股 | $1,713.5万 | 29.7万股 | -5,292股-1.78% | 减仓 |
 DANAHER DEL COMDHR |
| 0.16% | 0.15% | $1,616.9万 | 8.5万股 | $1,573.4万 | 8.3万股 | +1,898股+2.29% | 加仓 |
 赛富时CRM |
| 0.15% | 0.19% | $1,608.6万 | 10.3万股 | $1,926.1万 | 10.3万股 | -505股-0.49% | 减仓 |
 家得宝HD |
| 0.15% | 0.14% | $1,573.1万 | 4.5万股 | $1,456.2万 | 4.4万股 | +328股+0.74% | 加仓 |
 艾伯维ABBV |
| 0.15% | 0.13% | $1,527.5万 | 6.1万股 | $1,299.2万 | 6.0万股 | +962股+1.61% | 加仓 |
