 微软MSFT |
| 9.8% | 13.21% | $1.17亿 | 22.6万股 | $1.57亿 | 31.6万股 | -9.0万股-28.42% | 减仓 |
| IiShares安硕信托IVV |
| 5.6% | 5.03% | $6,701.0万 | 10.0万股 | $5,995.3万 | 9.7万股 | +3,560股+3.69% | 加仓 |
 英伟达NVDA |
| 4.05% | 3.49% | $4,851.1万 | 26.0万股 | $4,151.2万 | 26.3万股 | -2,754股-1.05% | 减仓 |
 苹果AAPL |
| 3.78% | 3.42% | $4,520.4万 | 17.8万股 | $4,072.4万 | 19.8万股 | -2.1万股-10.56% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.49% | 3.24% | $4,180.0万 | 97.7万股 | $3,858.9万 | 95.3万股 | +2.4万股+2.50% | 加仓 |
| IiShares安硕信托AGG |
| 3.23% | 3.25% | $3,864.8万 | 38.6万股 | $3,866.2万 | 39.0万股 | -4,216股-1.08% | 减仓 |
| IiShares安硕·COREIJH |
| 2.72% | 2.56% | $3,251.7万 | 49.8万股 | $3,048.5万 | 49.2万股 | +6,737股+1.37% | 加仓 |
| S嘉信·USSCHX |
| 2.7% | 2.53% | $3,231.3万 | 122.7万股 | $3,014.9万 | 123.4万股 | -6,837股-0.55% | 减仓 |
 亚马逊AMZN |
| 2.24% | 2.9% | $2,683.4万 | 12.2万股 | $3,451.4万 | 15.7万股 | -3.5万股-22.32% | 减仓 |
| V先锋领航指数基金VV |
| 2.15% | 2% | $2,577.1万 | 8.4万股 | $2,383.5万 | 8.4万股 | +166股+0.20% | 加仓 |
 谷歌AGOOGL |
| 2.11% | 1.57% | $2,530.2万 | 10.4万股 | $1,872.1万 | 10.6万股 | -2,146股-2.02% | 减仓 |
 好市多COST |
| 2.05% | 2.22% | $2,457.7万 | 2.7万股 | $2,643.4万 | 2.7万股 | -152股-0.57% | 减仓 |
| S道富SPAB |
| 1.9% | 1.95% | $2,268.9万 | 87.8万股 | $2,316.7万 | 90.5万股 | -2.7万股-3.01% | 减仓 |
| V先锋领航·TOTALBND |
| 1.88% | 1.51% | $2,255.4万 | 30.3万股 | $1,795.7万 | 24.4万股 | +5.9万股+24.35% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.81% | 1.63% | $2,171.2万 | 7.7万股 | $1,945.7万 | 7.7万股 | +196股+0.26% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.75% | 1.82% | $2,099.9万 | 6.8万股 | $2,170.2万 | 6.8万股 | 00.00% | 持仓不变 |
| WWisdomTree信托DLN |
| 1.65% | 1.54% | $1,975.8万 | 22.7万股 | $1,838.8万 | 22.4万股 | +3,161股+1.41% | 加仓 |
| IiShares安硕·COREIJR |
| 1.62% | 1.43% | $1,940.1万 | 16.3万股 | $1,697.0万 | 15.5万股 | +7,996股+5.15% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.46% | 1.18% | $1,750.1万 | 34.5万股 | $1,400.9万 | 27.6万股 | +6.9万股+24.80% | 加仓 |
| V先锋领航指数基金VB |
| 1.36% | 1.26% | $1,631.3万 | 6.4万股 | $1,503.4万 | 6.3万股 | +714股+1.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.34% | 1.21% | $1,597.6万 | 2.4万股 | $1,445.8万 | 2.3万股 | +580股+2.48% | 加仓 |
| V先锋领航指数基金VUG |
| 1.33% | 1.22% | $1,594.8万 | 3.3万股 | $1,452.3万 | 3.3万股 | +124股+0.37% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.33% | 1.25% | $1,586.8万 | 26.5万股 | $1,484.9万 | 26.0万股 | +4,354股+1.67% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.32% | 1.26% | $1,575.6万 | 16.3万股 | $1,499.3万 | 16.3万股 | +165股+0.10% | 加仓 |
 Meta平台META |
| 1.22% | 1.22% | $1,454.0万 | 2.0万股 | $1,451.3万 | 2.0万股 | +135股+0.69% | 加仓 |
| S嘉信策略信托SCHF |
| 1.1% | 1.12% | $1,316.1万 | 56.5万股 | $1,331.0万 | 60.2万股 | -3.7万股-6.13% | 减仓 |
 帕兰提尔PLTR |
| 0.94% | 0.71% | $1,126.4万 | 6.2万股 | $845.2万 | 6.2万股 | -256股-0.41% | 减仓 |
 摩根大通JPM |
| 0.91% | 0.86% | $1,084.6万 | 3.4万股 | $1,019.1万 | 3.5万股 | -766股-2.18% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 0.83% | $997.5万 | 2.0万股 | $983.3万 | 2.0万股 | -401股-1.98% | 减仓 |
 特斯拉TSLA |
| 0.81% | 0.61% | $970.5万 | 2.2万股 | $731.8万 | 2.3万股 | -1,215股-5.27% | 减仓 |
| I景顺QQQ信托VOO |
| 0.78% | 0.73% | $934.0万 | 1.6万股 | $863.4万 | 1.6万股 | -94股-0.60% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.71% | 0.6% | $852.7万 | 8.2万股 | $710.5万 | 7.5万股 | +7,050股+9.46% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.71% | 0.63% | $848.1万 | 15.7万股 | $749.4万 | 15.2万股 | +5,018股+3.31% | 加仓 |
| G高盛ETF信托GSST |
| 0.66% | 0.62% | $794.3万 | 15.7万股 | $739.5万 | 14.6万股 | +1.0万股+7.13% | 加仓 |
 VisaV |
| 0.63% | 0.67% | $750.5万 | 2.2万股 | $801.0万 | 2.3万股 | -577股-2.56% | 减仓 |
 强生JNJ |
| 0.61% | 0.52% | $727.5万 | 3.9万股 | $619.8万 | 4.1万股 | -1,340股-3.30% | 减仓 |
| V先锋领航·MIDVO |
| 0.6% | 0.58% | $719.0万 | 2.4万股 | $685.2万 | 2.4万股 | -9股-0.04% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.58% | 0.56% | $693.7万 | 7.4万股 | $662.0万 | 7.4万股 | +234股+0.32% | 加仓 |
 NETFLIXNFLX |
| 0.57% | 0.61% | $677.4万 | 5,650股 | $730.9万 | 5,458股 | +192股+3.52% | 加仓 |
| G高盛ETF信托GCOR |
| 0.55% | 0.48% | $655.2万 | 15.7万股 | $570.7万 | 13.8万股 | +1.9万股+13.59% | 加仓 |
 家得宝HD |
| 0.54% | 0.51% | $650.2万 | 1.6万股 | $605.3万 | 1.7万股 | -461股-2.79% | 减仓 |
 飞塔FTNT |
| 0.52% | 0.68% | $623.0万 | 7.4万股 | $808.2万 | 7.6万股 | -2,356股-3.08% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.48% | 0.71% | $569.6万 | 11.3万股 | $848.6万 | 16.9万股 | -5.5万股-32.83% | 减仓 |
 TRAVELERS COSTRV |
| 0.45% | 0.45% | $535.4万 | 1.9万股 | $530.9万 | 2.0万股 | -666股-3.36% | 减仓 |
 泛林集团LRCX |
| 0.44% | 0.33% | $526.3万 | 3.9万股 | $395.5万 | 4.1万股 | -1,328股-3.27% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.44% | 0.39% | $520.9万 | 1.9万股 | $459.7万 | 1.9万股 | -47股-0.24% | 减仓 |
| IiShares安硕信托ITA |
| 0.41% | 0.38% | $493.0万 | 2.4万股 | $447.4万 | 2.4万股 | -158股-0.67% | 减仓 |
 耐克NKE |
| 0.41% | 0.48% | $491.7万 | 7.1万股 | $572.7万 | 8.1万股 | -1.0万股-12.52% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.41% | 0.37% | $485.1万 | 10.4万股 | $439.2万 | 10.3万股 | +885股+0.86% | 加仓 |
 AMGEN COMAMGN |
| 0.39% | 0.4% | $470.5万 | 1.7万股 | $477.3万 | 1.7万股 | -421股-2.46% | 减仓 |
