 雷诺士LII |
| 8.83% | 8.77% | $9,230.8万 | 16.1万股 | $7,694.9万 | 16.6万股 | -4,682股-2.82% | 减仓 |
 苹果AAPL |
| 8.31% | 8.67% | $8,692.2万 | 30.0万股 | $7,604.5万 | 30.0万股 | +759股+0.25% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 6.37% | 6.58% | $6,658.1万 | 214.1万股 | $5,775.6万 | 207.4万股 | +6.7万股+3.23% | 加仓 |
| AAvantis·INTERNATIONAL SMALL CAP EQUITY ETFAVDS |
| 3.23% | 3.35% | $3,383.3万 | 45.0万股 | $2,939.0万 | 40.9万股 | +4.1万股+9.90% | 加仓 |
 谷歌AGOOGL |
| 3.13% | — | $3,277.4万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 亚马逊AMZN |
| 3.02% | 3.21% | $3,159.2万 | 13.3万股 | $2,811.7万 | 13.5万股 | -2,454股-1.82% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.97% | 3.57% | $3,107.7万 | 4.2万股 | $3,130.8万 | 4.8万股 | -6,525股-13.55% | 减仓 |
 英伟达NVDA |
| 2.64% | 2.62% | $2,763.0万 | 13.8万股 | $2,300.8万 | 13.2万股 | +6,165股+4.67% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.36% | 3.12% | $2,464.8万 | 4.9万股 | $2,738.2万 | 5.7万股 | -7,883股-13.80% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.15% | 2.09% | $2,252.3万 | 31.6万股 | $1,833.3万 | 28.6万股 | +3.0万股+10.49% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 2.15% | 2.73% | $2,249.5万 | 48.8万股 | $2,393.8万 | 52.0万股 | -3.1万股-5.99% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.83% | 2.3% | $1,910.7万 | 72.0万股 | $2,016.7万 | 77.0万股 | -4.9万股-6.40% | 减仓 |
| TTCW ETF TRUSTXB |
| 1.82% | 2.28% | $1,900.5万 | 48.5万股 | $1,998.5万 | 50.9万股 | -2.4万股-4.76% | 减仓 |
| V先锋领航指数基金VB |
| 1.79% | 1.87% | $1,871.8万 | 6.2万股 | $1,640.8万 | 6.3万股 | -894股-1.43% | 减仓 |
| BBANK OF AMERBAC |
| 1.44% | 1.47% | $1,504.4万 | 26.4万股 | $1,292.5万 | 26.5万股 | -1,093股-0.41% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.42% | 1.44% | $1,481.7万 | 51.2万股 | $1,267.0万 | 50.5万股 | +6,855股+1.36% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.39% | 0.96% | $1,459.1万 | 15.1万股 | $842.7万 | 10.5万股 | +4.7万股+44.59% | 加仓 |
 微软MSFT |
| 1.39% | 1.63% | $1,455.2万 | 3.9万股 | $1,431.9万 | 3.9万股 | +328股+0.85% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.32% | 1.3% | $1,380.5万 | 6.5万股 | $1,143.4万 | 6.0万股 | +5,307股+8.91% | 加仓 |
| IiShares安硕信托IDEV |
| 1.24% | 1.41% | $1,299.7万 | 14.6万股 | $1,236.0万 | 14.8万股 | -1,886股-1.28% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 1.16% | 1.17% | $1,209.3万 | 16.7万股 | $1,024.8万 | 16.7万股 | +183股+0.11% | 加仓 |
 AVANTIS INTLNGG |
| 1.02% | 0.68% | $1,067.9万 | 12.0万股 | $592.9万 | 7.0万股 | +5.0万股+71.32% | 加仓 |
 好市多COST |
| 0.96% | 1.24% | $1,007.5万 | 1.1万股 | $1,089.6万 | 1.1万股 | -165股-1.51% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 0.95% | 1.17% | $995.5万 | 22.1万股 | $1,024.4万 | 22.7万股 | -5,463股-2.41% | 减仓 |
 Meta平台META |
| 0.95% | 1.22% | $993.2万 | 1.8万股 | $1,070.6万 | 1.9万股 | -1,082股-5.78% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.94% | 1.06% | $986.2万 | 9.6万股 | $929.2万 | 9.3万股 | +2,652股+2.85% | 加仓 |
 博通AVGO |
| 0.89% | 0.89% | $934.1万 | 2.5万股 | $777.2万 | 2.5万股 | -381股-1.52% | 减仓 |
| IiShares安硕信托GJS |
| 0.78% | 0.96% | $818.6万 | 35.9万股 | $838.5万 | 36.6万股 | -6,633股-1.81% | 减仓 |
 GE航空GE |
| 0.78% | 0.7% | $810.7万 | 2.2万股 | $613.9万 | 2.2万股 | +60股+0.28% | 加仓 |
 埃克森美孚XOM |
| 0.74% | 1.18% | $770.0万 | 5.6万股 | $1,037.0万 | 6.1万股 | -4,802股-7.86% | 减仓 |
| G通用动力VTI |
| 0.7% | 0.75% | $730.4万 | 2.0万股 | $661.5万 | 2.1万股 | -881股-4.27% | 减仓 |
 美光科技MU |
| 0.69% | 0.22% | $724.8万 | 6,279股 | $188.7万 | 5,585股 | +694股+12.43% | 加仓 |
 VisaV |
| 0.64% | 0.68% | $669.2万 | 2.0万股 | $598.1万 | 2.0万股 | -283股-1.43% | 减仓 |
| IiShares黄金信托IAU |
| 0.63% | — | $661.6万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.63% | 0.64% | $656.4万 | 8,914股 | $562.4万 | 9,743股 | -829股-8.51% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.62% | 0.73% | $651.8万 | 12.4万股 | $637.0万 | 12.2万股 | +1,880股+1.54% | 加仓 |
| FFASTENAL COMFAST |
| 0.62% | 0.73% | $649.4万 | 13.5万股 | $642.0万 | 13.8万股 | -3,145股-2.27% | 减仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.62% | — | $644.8万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
| S嘉信·USSCHX |
| 0.61% | 0.64% | $637.4万 | 21.7万股 | $565.0万 | 22.0万股 | -3,768股-1.71% | 减仓 |
 泛林集团LRCX |
| 0.61% | 0.39% | $635.9万 | 1.5万股 | $344.0万 | 1.6万股 | -1,426股-8.86% | 减仓 |
 GE VernovaGEV |
| 0.59% | 0.52% | $619.9万 | 5,276股 | $460.3万 | 5,273股 | +3股+0.06% | 加仓 |
 摩根大通JPM |
| 0.55% | 0.65% | $579.4万 | 1.8万股 | $569.4万 | 1.9万股 | -1,655股-8.55% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.53% | — | $552.1万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 卡特彼勒CAT |
| 0.52% | 0.42% | $547.6万 | 5,142股 | $365.9万 | 5,165股 | -23股-0.45% | 减仓 |
 CORTEVA COMCTVA |
| 0.49% | 0.58% | $512.2万 | 6.0万股 | $508.6万 | 6.1万股 | -284股-0.47% | 减仓 |
 应用材料AMAT |
| 0.48% | 0.3% | $502.3万 | 6,947股 | $261.7万 | 7,658股 | -711股-9.28% | 减仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 0.47% | 0.55% | $486.8万 | 5.0万股 | $483.4万 | 5.0万股 | +306股+0.61% | 加仓 |
| CCARMAXKMX |
| 0.44% | 0.41% | $457.3万 | 8.6万股 | $360.2万 | 8.7万股 | -181股-0.21% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.4% | — | $414.1万 | 9,463股 | $0 | 0股 | +9,463股 | 新买入 |
 艾伯维ABBV |
| 0.38% | 0.46% | $395.9万 | 1.6万股 | $405.1万 | 1.9万股 | -2,892股-15.53% | 减仓 |
