 苹果AAPL |
| 10.32% | 9.33% | $3,369.3万 | 19.0万股 | $2,707.5万 | 19.1万股 | -1,599股-0.84% | 减仓 |
| V先锋领航指数基金VUG |
| 6.25% | 6.17% | $2,039.4万 | 6.4万股 | $1,790.4万 | 6.2万股 | +1,849股+3.00% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.09% | 4.69% | $1,663.1万 | 9.7万股 | $1,361.0万 | 8.9万股 | +8,225股+9.28% | 加仓 |
| V先锋领航白厅基金VYM |
| 4.72% | 4.68% | $1,540.0万 | 13.7万股 | $1,359.5万 | 13.2万股 | +5,821股+4.43% | 加仓 |
 微软MSFT |
| 4.19% | 3.97% | $1,369.1万 | 4.1万股 | $1,151.4万 | 4.1万股 | -132股-0.32% | 减仓 |
| IiShares安硕信托IVW |
| 3.24% | 3.28% | $1,056.7万 | 12.6万股 | $953.7万 | 12.9万股 | -2,743股-2.13% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 3.05% | 3.13% | $995.4万 | 3.3万股 | $908.4万 | 3.3万股 | -576股-1.74% | 减仓 |
| IiShares安硕信托ICSH |
| 2.45% | 2.53% | $799.4万 | 15.9万股 | $735.3万 | 14.6万股 | +1.3万股+8.96% | 加仓 |
 联合健康UNH |
| 2.3% | 1.95% | $752.1万 | 1.5万股 | $567.2万 | 1.5万股 | +460股+3.17% | 加仓 |
 谷歌AGOOGL |
| 2.22% | 2.19% | $725.4万 | 2,504股 | $636.0万 | 2,379股 | +125股+5.25% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.16% | 2.2% | $706.7万 | 4.5万股 | $640.1万 | 4.4万股 | +1,103股+2.51% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.15% | 2.6% | $702.8万 | 13.0万股 | $754.8万 | 13.8万股 | -7,693股-5.57% | 减仓 |
 万事达MA |
| 2.03% | 2.25% | $662.3万 | 1.8万股 | $652.9万 | 1.9万股 | -346股-1.84% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.84% | 1.89% | $600.9万 | 2.0万股 | $548.3万 | 2.0万股 | +10股+0.05% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.82% | 2.28% | $592.9万 | 11.7万股 | $663.3万 | 13.1万股 | -1.3万股-10.18% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 1.73% | 1.8% | $565.8万 | 12.8万股 | $523.8万 | 12.6万股 | +1,170股+0.93% | 加仓 |
 VisaV |
| 1.73% | 2.01% | $563.6万 | 2.6万股 | $583.6万 | 2.6万股 | -193股-0.74% | 减仓 |
 英特尔INTC |
| 1.49% | 1.73% | $486.2万 | 9.4万股 | $501.5万 | 9.4万股 | +290股+0.31% | 加仓 |
| F第一信托·USTFVD |
| 1.49% | 1.51% | $486.0万 | 11.3万股 | $439.2万 | 11.2万股 | +888股+0.79% | 加仓 |
| V先锋领航指数基金VTV |
| 1.46% | 1.42% | $477.8万 | 3.2万股 | $413.4万 | 3.1万股 | +1,942股+6.36% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.43% | 1.41% | $467.0万 | 3.1万股 | $408.5万 | 2.9万股 | +1,802股+6.16% | 加仓 |
 迪士尼DIS |
| 1.39% | 1.71% | $453.7万 | 2.9万股 | $497.4万 | 2.9万股 | -110股-0.37% | 减仓 |
 亚马逊AMZN |
| 1.36% | 1.52% | $443.5万 | 1,330股 | $440.5万 | 1,341股 | -11股-0.82% | 减仓 |
 强生JNJ |
| 1.36% | 1.4% | $443.4万 | 2.6万股 | $406.1万 | 2.5万股 | +778股+3.09% | 加仓 |
 摩根大通JPM |
| 1.27% | 1.5% | $414.7万 | 2.6万股 | $435.7万 | 2.7万股 | -430股-1.62% | 减仓 |
 联合太平洋铁路UNP |
| 1.22% | 1.06% | $399.6万 | 1.6万股 | $308.8万 | 1.6万股 | +108股+0.69% | 加仓 |
 英伟达NVDA |
| 1.09% | 0.76% | $354.4万 | 1.2万股 | $222.1万 | 1.1万股 | +1,326股+12.37% | 加仓 |
 宝洁PG |
| 1.05% | 1.01% | $343.5万 | 2.1万股 | $292.2万 | 2.1万股 | +99股+0.47% | 加仓 |
| V先锋领航·MIDVO |
| 0.96% | 0.85% | $313.7万 | 1.2万股 | $248.1万 | 1.0万股 | +1,834股+17.50% | 加仓 |
 NORDSONNDSN |
| 0.92% | 0.97% | $300.4万 | 1.2万股 | $282.6万 | 1.2万股 | -99股-0.83% | 减仓 |
 好市多COST |
| 0.87% | 0.75% | $282.7万 | 4,981股 | $216.5万 | 4,819股 | +162股+3.36% | 加仓 |
| Q高通QCOM |
| 0.81% | 0.64% | $263.3万 | 1.4万股 | $184.8万 | 1.4万股 | +71股+0.50% | 加仓 |
 Meta平台META |
| 0.78% | 0.88% | $255.6万 | 7,598股 | $255.4万 | 7,524股 | +74股+0.98% | 加仓 |
 家得宝HD |
| 0.77% | 0.68% | $250.7万 | 6,040股 | $196.9万 | 5,999股 | +41股+0.68% | 加仓 |
| PPIMCO CORPORATE & INCM STRG FD COMPCN |
| 0.74% | 0.72% | $241.9万 | 14.1万股 | $210.2万 | 11.6万股 | +2.5万股+21.38% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.7% | 0.67% | $228.4万 | 1.8万股 | $193.8万 | 1.6万股 | +1,199股+7.27% | 加仓 |
 洛克希德马丁LMT |
| 0.7% | 0.79% | $227.1万 | 6,389股 | $229.6万 | 6,653股 | -264股-3.97% | 减仓 |
 沃尔玛WMT |
| 0.67% | 0.73% | $217.8万 | 1.5万股 | $213.3万 | 1.5万股 | -247股-1.61% | 减仓 |
 直觉外科ISRG |
| 0.66% | 0.72% | $216.7万 | 6,032股 | $207.7万 | 2,089股 | +3,943股+188.75% | 加仓 |
| V先锋领航全球基金MGV |
| 0.66% | 0.42% | $215.0万 | 2.0万股 | $120.8万 | 1.2万股 | +7,784股+63.07% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.63% | 0.66% | $205.4万 | 1.1万股 | $192.4万 | 1.1万股 | +122股+1.07% | 加仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.58% | $189.9万 | 4,773股 | $169.5万 | 4,736股 | +37股+0.78% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.55% | 0.58% | $179.6万 | 3.3万股 | $169.8万 | 3.1万股 | +1,718股+5.54% | 加仓 |
 台积电TSM |
| 0.53% | 0.53% | $172.2万 | 1.4万股 | $153.8万 | 1.4万股 | +540股+3.92% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.48% | 0.52% | $156.2万 | 5,863股 | $150.3万 | 6,079股 | -216股-3.55% | 减仓 |
 特斯拉TSLA |
| 0.47% | 0.37% | $153.6万 | 1,453股 | $108.2万 | 1,395股 | +58股+4.16% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.47% | 0.47% | $153.1万 | 2.2万股 | $135.8万 | 2.2万股 | -12股-0.05% | 减仓 |
 波音BA |
| 0.45% | 0.56% | $147.8万 | 7,341股 | $162.8万 | 7,400股 | -59股-0.80% | 减仓 |
| N新纪元能源NEE |
| 0.45% | 0.42% | $147.0万 | 1.6万股 | $122.6万 | 1.6万股 | +127股+0.81% | 加仓 |
 思科CSCO |
| 0.45% | 0.47% | $146.5万 | 2.3万股 | $137.6万 | 2.5万股 | -2,154股-8.52% | 减仓 |
