 帕卡PCAR |
| 15.16% | 14.11% | $2.66亿 | 242.5万股 | $2.38亿 | 242.5万股 | +489股+0.02% | 加仓 |
 微软MSFT |
| 8.72% | 9.94% | $1.53亿 | 31.6万股 | $1.68亿 | 32.4万股 | -8,230股-2.54% | 减仓 |
| V先锋领航指数基金VOO |
| 7.95% | 8.13% | $1.39亿 | 22.2万股 | $1.37亿 | 22.4万股 | -2,042股-0.91% | 减仓 |
| IiShares安硕信托IDEV |
| 7.04% | 7.03% | $1.23亿 | 149.4万股 | $1.19亿 | 148.2万股 | +1.2万股+0.81% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 4.93% | 4.83% | $8,627.2万 | 272.5万股 | $8,163.4万 | 268.6万股 | +3.9万股+1.44% | 加仓 |
 亚马逊AMZN |
| 3.76% | 3.79% | $6,583.8万 | 28.5万股 | $6,396.0万 | 29.1万股 | -6,060股-2.08% | 减仓 |
| G通用动力VTI |
| 3.55% | 3.6% | $6,220.8万 | 18.6万股 | $6,083.0万 | 18.5万股 | +184股+0.10% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 3.4% | 3.54% | $5,954.5万 | 189.0万股 | $5,980.0万 | 191.9万股 | -2.9万股-1.53% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.86% | 2.9% | $5,012.5万 | 131.8万股 | $4,897.2万 | 129.7万股 | +2.1万股+1.65% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.26% | 2.28% | $3,956.4万 | 63.3万股 | $3,856.2万 | 64.4万股 | -1.0万股-1.59% | 减仓 |
| C资本集团全球股票CGGE |
| 1.99% | — | $3,489.4万 | 110.3万股 | $0 | 0股 | +110.3万股 | 新买入 |
 星巴克SBUX |
| 1.95% | 2.05% | $3,414.8万 | 40.6万股 | $3,458.4万 | 40.9万股 | -3,278股-0.80% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.91% | 2.03% | $3,343.2万 | 4.9万股 | $3,432.6万 | 5.2万股 | -2,501股-4.85% | 减仓 |
 苹果AAPL |
| 1.77% | 1.71% | $3,102.5万 | 11.4万股 | $2,886.9万 | 11.3万股 | +745股+0.66% | 加仓 |
 英伟达NVDA |
| 1.52% | 1.62% | $2,667.3万 | 14.3万股 | $2,733.7万 | 14.7万股 | -3,496股-2.39% | 减仓 |
| IiShares安硕信托ITOT |
| 1.43% | 1.47% | $2,505.9万 | 16.8万股 | $2,477.5万 | 17.0万股 | -1,959股-1.15% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 1.18% | 0.91% | $2,060.5万 | 41.3万股 | $1,537.8万 | 30.8万股 | +10.5万股+34.16% | 加仓 |
| EEA SERIES TRUSTECML |
| 0.96% | 0.98% | $1,683.1万 | 50.4万股 | $1,659.0万 | 49.9万股 | +5,284股+1.06% | 加仓 |
 谷歌AGOOGL |
| 0.87% | 0.74% | $1,519.7万 | 4.9万股 | $1,243.3万 | 5.1万股 | -2,591股-5.07% | 减仓 |
| V先锋领航指数基金VUG |
| 0.87% | 0.9% | $1,517.6万 | 3.1万股 | $1,525.7万 | 3.2万股 | -704股-2.21% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.84% | 0.85% | $1,471.4万 | 3.9万股 | $1,440.0万 | 3.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·ESGEFA |
| 0.76% | 0.78% | $1,337.9万 | 14.1万股 | $1,317.3万 | 14.2万股 | -988股-0.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.62% | $1,290.4万 | 4.1万股 | $1,046.4万 | 4.3万股 | -1,844股-4.29% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.7% | 0.73% | $1,232.5万 | 7.5万股 | $1,233.0万 | 7.8万股 | -2,528股-3.24% | 减仓 |
| I景顺QQQ信托VOO |
| 0.55% | 0.67% | $971.1万 | 1.6万股 | $1,130.2万 | 1.9万股 | -3,017股-16.03% | 减仓 |
 Meta平台META |
| 0.5% | 0.55% | $881.5万 | 1.3万股 | $922.9万 | 1.3万股 | +788股+6.27% | 加仓 |
 景顺自营指数基金D |
| 0.49% | 0.69% | $855.3万 | 14.0万股 | $1,160.1万 | 19.3万股 | -5.3万股-27.32% | 减仓 |
| V先锋领航指数基金VXF |
| 0.44% | 0.46% | $779.1万 | 3.7万股 | $778.7万 | 3.7万股 | +57股+0.15% | 加仓 |
| IiShares安硕IEMG |
| 0.42% | 0.34% | $727.1万 | 10.8万股 | $582.2万 | 8.8万股 | +2.0万股+22.46% | 加仓 |
| V先锋领航指数基金VV |
| 0.41% | 0.42% | $720.9万 | 2.3万股 | $709.0万 | 2.3万股 | -130股-0.56% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.4% | 0.44% | $707.9万 | 3.2万股 | $749.0万 | 3.3万股 | -936股-2.82% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 0.38% | 0.38% | $673.9万 | 9.3万股 | $641.5万 | 9.1万股 | +1,708股+1.87% | 加仓 |
 博通AVGO |
| 0.38% | 0.38% | $671.7万 | 1.9万股 | $637.6万 | 1.9万股 | +83股+0.43% | 加仓 |
| H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM |
| 0.38% | 0.41% | $660.3万 | 17.9万股 | $688.6万 | 19.4万股 | -1.5万股-7.87% | 减仓 |
 好市多COST |
| 0.35% | 0.4% | $610.4万 | 7,078股 | $672.9万 | 7,270股 | -192股-2.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.37% | $609.3万 | 1.2万股 | $622.1万 | 1.2万股 | -252股-2.04% | 减仓 |
 DENALI THERAPEUTICSDNLI |
| 0.35% | 0.31% | $609.2万 | 36.9万股 | $522.3万 | 36.0万股 | +9,250股+2.57% | 加仓 |
 特斯拉TSLA |
| 0.34% | 0.35% | $600.4万 | 1.3万股 | $593.7万 | 1.3万股 | +1股+0.01% | 加仓 |
 摩根大通JPM |
| 0.34% | 0.33% | $589.6万 | 1.8万股 | $565.0万 | 1.8万股 | +384股+2.14% | 加仓 |
 礼来LLY |
| 0.32% | 0.25% | $559.0万 | 5,202股 | $430.3万 | 5,639股 | -437股-7.75% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.3% | 0.31% | $528.4万 | 7股 | $527.9万 | 7股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.29% | 0.27% | $510.6万 | 2.4万股 | $463.7万 | 2.3万股 | +1,500股+6.59% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.3% | $502.7万 | 1.1万股 | $511.9万 | 1.1万股 | -307股-2.81% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.28% | 0.28% | $487.6万 | 3.4万股 | $476.4万 | 3.4万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.26% | 0.27% | $459.6万 | 1.3万股 | $457.6万 | 1.3万股 | -297股-2.22% | 减仓 |
 NETFLIXNFLX |
| 0.26% | 0.32% | $451.6万 | 4.8万股 | $537.4万 | 4,482股 | +4.4万股+974.65% | 加仓 |
| V先锋领航指数基金VTV |
| 0.25% | 0.25% | $436.3万 | 2.3万股 | $427.6万 | 2.3万股 | -85股-0.37% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI JAPAN ETFHEWJ |
| 0.24% | 0.23% | $422.9万 | 8.0万股 | $395.4万 | 8.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.22% | 0.25% | $382.6万 | 1.7万股 | $416.1万 | 1.8万股 | -1,226股-6.82% | 减仓 |
 VIR BIOTECHNOLOGYVIR |
| 0.21% | 0.21% | $366.7万 | 60.8万股 | $353.6万 | 61.9万股 | -1.1万股-1.79% | 减仓 |
