 苹果AAPL |
| 3.28% | 3.56% | $1.99亿 | 77.8万股 | $2.21亿 | 87.0万股 | -9.2万股-10.56% | 减仓 |
| V先锋领航指数基金VOO |
| 2.36% | 2.31% | $1.43亿 | 23.6万股 | $1.43亿 | 24.0万股 | -3,665股-1.53% | 减仓 |
 微软MSFT |
| 1.6% | 1.67% | $9,709.8万 | 26.2万股 | $1.04亿 | 28.0万股 | -1.8万股-6.54% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.52% | 1.47% | $9,198.9万 | 117.4万股 | $9,135.1万 | 116.5万股 | +8,627股+0.74% | 加仓 |
| S道富SPYM |
| 1.48% | 1.45% | $8,983.9万 | 117.2万股 | $8,983.2万 | 117.4万股 | -1,420股-0.12% | 减仓 |
| IiShares安硕信托IVV |
| 1.42% | 1.11% | $8,632.5万 | 12.2万股 | $6,891.9万 | 10.6万股 | +1.7万股+15.89% | 加仓 |
 谷歌AGOOGL |
| 1.25% | 1.25% | $7,604.6万 | 26.1万股 | $7,779.5万 | 27.1万股 | -9,304股-3.44% | 减仓 |
 英伟达NVDA |
| 1.23% | 1.35% | $7,475.8万 | 41.9万股 | $8,348.5万 | 47.9万股 | -6.0万股-12.44% | 减仓 |
 亚马逊AMZN |
| 1.19% | 1.28% | $7,221.8万 | 34.2万股 | $7,955.4万 | 38.2万股 | -4.0万股-10.36% | 减仓 |
 摩根大通JPM |
| 1.14% | 1.14% | $6,949.3万 | 23.6万股 | $7,087.4万 | 24.1万股 | -5,404股-2.24% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.01% | 0.98% | $6,122.8万 | 79.4万股 | $6,092.6万 | 78.9万股 | +4,139股+0.52% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.99% | 0.97% | $6,015.4万 | 197.0万股 | $6,031.1万 | 197.7万股 | -6,923股-0.35% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.93% | 0.89% | $5,666.3万 | 86.4万股 | $5,535.6万 | 86.4万股 | +252股+0.03% | 加仓 |
 应用材料AMAT |
| 0.93% | 0.43% | $5,633.3万 | 7.8万股 | $2,679.3万 | 7.8万股 | -473股-0.60% | 减仓 |
 博通AVGO |
| 0.91% | 0.89% | $5,549.2万 | 17.4万股 | $5,501.6万 | 17.8万股 | -3,499股-1.97% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.91% | $5,419.1万 | 18.7万股 | $5,614.1万 | 19.6万股 | -8,485股-4.34% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.88% | 0.84% | $5,372.0万 | 179.1万股 | $5,240.1万 | 179.9万股 | -8,198股-0.46% | 减仓 |
 CHURCH & DWIGHTCHD |
| 0.86% | 0.84% | $5,214.6万 | 55.9万股 | $5,213.9万 | 55.9万股 | +64股+0.01% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.86% | 0.84% | $5,212.9万 | 103.2万股 | $5,212.9万 | 103.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.82% | 0.87% | $4,993.3万 | 8.7万股 | $5,383.0万 | 9.4万股 | -6,732股-7.16% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.82% | 0.82% | $4,991.7万 | 7.5万股 | $5,065.1万 | 7.8万股 | -3,345股-4.29% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.81% | 0.79% | $4,908.8万 | 44.2万股 | $4,908.8万 | 44.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.8% | 0.81% | $4,830.1万 | 22.5万股 | $5,038.6万 | 23.9万股 | -1.3万股-5.55% | 减仓 |
| I景顺QQQ信托VOO |
| 0.72% | 0.86% | $4,385.8万 | 7.6万股 | $5,332.0万 | 9.2万股 | -1.6万股-17.75% | 减仓 |
| S嘉信·USSCHX |
| 0.7% | 0.68% | $4,229.8万 | 164.6万股 | $4,221.7万 | 164.7万股 | -482股-0.03% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.67% | 0.65% | $4,057.4万 | 34.3万股 | $4,060.3万 | 34.3万股 | -250股-0.07% | 减仓 |
| IiShares安硕信托IXUS |
| 0.66% | 0.65% | $4,026.2万 | 46.2万股 | $4,003.5万 | 46.2万股 | +163股+0.04% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.78% | $3,864.7万 | 22.8万股 | $4,842.3万 | 28.5万股 | -5.8万股-20.19% | 减仓 |
 沃尔玛WMT |
| 0.6% | 0.61% | $3,615.5万 | 29.1万股 | $3,776.7万 | 30.4万股 | -1.2万股-4.08% | 减仓 |
 AMD超威AMD |
| 0.58% | 0.21% | $3,521.3万 | 6.1万股 | $1,313.1万 | 6.5万股 | -3,941股-6.11% | 减仓 |
| IiShares安硕信托IJJ |
| 0.58% | 0.57% | $3,517.1万 | 26.5万股 | $3,517.1万 | 26.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.56% | 0.61% | $3,383.1万 | 13.8万股 | $3,755.0万 | 15.4万股 | -1.5万股-10.03% | 减仓 |
 VisaV |
| 0.55% | 0.58% | $3,336.9万 | 11.0万股 | $3,582.0万 | 11.9万股 | -8,407股-7.09% | 减仓 |
| IiShares安硕信托IUSB |
| 0.54% | 0.46% | $3,274.7万 | 70.9万股 | $2,826.1万 | 61.2万股 | +9.7万股+15.93% | 加仓 |
| G通用动力VTI |
| 0.54% | 0.52% | $3,263.3万 | 9.7万股 | $3,215.0万 | 10.0万股 | -2,983股-2.98% | 减仓 |
| IiShares安硕信托STIP |
| 0.53% | 0.51% | $3,204.3万 | 31.0万股 | $3,191.6万 | 30.9万股 | +1,260股+0.41% | 加仓 |
| IiShares安硕信托IEFA |
| 0.52% | 0.53% | $3,176.8万 | 34.9万股 | $3,290.5万 | 36.3万股 | -1.5万股-4.10% | 减仓 |
| IiShares安硕信托IVW |
| 0.52% | 0.47% | $3,129.8万 | 25.5万股 | $2,912.0万 | 25.7万股 | -2,591股-1.01% | 减仓 |
| IiShares安硕信托IDEV |
| 0.5% | 0.49% | $3,063.9万 | 36.7万股 | $3,063.9万 | 36.7万股 | -44股-0.01% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.49% | 0.48% | $2,987.2万 | 76.7万股 | $2,986.5万 | 76.7万股 | -1股-0.00% | 减仓 |
| IiShares安硕·COREIJR |
| 0.49% | 0.53% | $2,979.5万 | 23.8万股 | $3,268.9万 | 26.3万股 | -2.5万股-9.55% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.47% | 0.45% | $2,851.4万 | 35.9万股 | $2,763.1万 | 35.1万股 | +8,042股+2.29% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.57% | $2,741.4万 | 5.7万股 | $3,548.0万 | 7.4万股 | -1.7万股-22.99% | 减仓 |
| IiShares安硕IEMG |
| 0.44% | 0.47% | $2,700.2万 | 36.8万股 | $2,914.3万 | 41.8万股 | -4.9万股-11.81% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.44% | 0.43% | $2,687.2万 | 12.3万股 | $2,677.0万 | 12.3万股 | -464股-0.38% | 减仓 |
 艾伯维ABBV |
| 0.44% | 0.45% | $2,663.9万 | 12.2万股 | $2,779.9万 | 12.8万股 | -6,053股-4.74% | 减仓 |
| IiShares安硕信托AGG |
| 0.42% | 0.42% | $2,570.6万 | 25.9万股 | $2,614.4万 | 26.3万股 | -4,347股-1.65% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.41% | 0.4% | $2,481.0万 | 13.5万股 | $2,497.4万 | 13.6万股 | -961股-0.71% | 减仓 |
 礼来LLY |
| 0.4% | 0.4% | $2,448.8万 | 2.6万股 | $2,495.7万 | 2.7万股 | -1,255股-4.63% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.39% | 0.39% | $2,349.2万 | 96.3万股 | $2,447.9万 | 100.4万股 | -4.0万股-4.03% | 减仓 |
