| G通用动力VTI |
| 31.32% | 32.7% | $1.17亿 | 31.6万股 | $1.04亿 | 32.4万股 | -7,728股-2.39% | 减仓 |
| IiShares安硕信托SGOV |
| 18.78% | 16.41% | $7,007.3万 | 69.6万股 | $5,207.7万 | 51.7万股 | +17.9万股+34.54% | 加仓 |
| SSPDR黄金信托GLD |
| 6.25% | 8.41% | $2,330.8万 | 6.3万股 | $2,667.9万 | 6.2万股 | +1,269股+2.05% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.52% | 5.81% | $2,059.3万 | 28.9万股 | $1,843.9万 | 28.8万股 | +1,283股+0.45% | 加仓 |
| IiShares安硕信托IEFA |
| 3.73% | 4.15% | $1,391.6万 | 14.4万股 | $1,316.6万 | 14.5万股 | -1,339股-0.92% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.93% | — | $1,092.2万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 2.57% | 2.64% | $959.1万 | 16.1万股 | $838.3万 | 15.5万股 | +5,583股+3.60% | 加仓 |
| IiShares黄金信托IAU |
| 2.55% | 3.52% | $950.0万 | 12.6万股 | $1,116.2万 | 12.7万股 | -791股-0.62% | 减仓 |
苹果AAPL |
| 2.46% | 2.54% | $918.9万 | 3.2万股 | $807.4万 | 3.2万股 | -57股-0.18% | 减仓 |
| IiShares安硕信托ILF |
| 1.97% | 2.38% | $735.9万 | 21.8万股 | $756.7万 | 21.3万股 | +5,011股+2.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.67% | 1.75% | $623.7万 | 8,330股 | $554.0万 | 8,495股 | -165股-1.94% | 减仓 |
英伟达NVDA |
| 1.37% | 1.38% | $511.1万 | 2.6万股 | $439.2万 | 2.5万股 | +363股+1.44% | 加仓 |
微软MSFT |
| 1.23% | 1.43% | $457.2万 | 1.2万股 | $453.0万 | 1.2万股 | +19股+0.16% | 加仓 |
| V先锋领航·MIDVO |
| 1.12% | 1.18% | $417.4万 | 5.2万股 | $373.1万 | 1.3万股 | +3.9万股+298.78% | 加仓 |
谷歌AGOOGL |
| 1.02% | 0.97% | $380.1万 | 1.1万股 | $306.3万 | 1.1万股 | -17股-0.16% | 减仓 |
| V先锋领航指数基金VOO |
| 1.02% | 1.07% | $379.3万 | 5,522股 | $338.4万 | 5,663股 | -141股-2.49% | 减仓 |
AMD超威AMD |
| 0.91% | 0.39% | $340.5万 | 5,862股 | $123.4万 | 6,066股 | -204股-3.36% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.72% | $285.4万 | 8,077股 | $229.3万 | 7,992股 | +85股+1.06% | 加仓 |
亚马逊AMZN |
| 0.72% | 0.72% | $269.4万 | 1.1万股 | $228.8万 | 1.1万股 | +318股+2.89% | 加仓 |
礼来LLY |
| 0.69% | 0.62% | $257.2万 | 2,144股 | $196.0万 | 2,131股 | +13股+0.61% | 加仓 |
Meta平台META |
| 0.49% | 0.56% | $181.7万 | 3,226股 | $178.7万 | 3,123股 | +103股+3.30% | 加仓 |
万事达MA |
| 0.44% | 0.51% | $164.5万 | 3,202股 | $160.4万 | 3,211股 | -9股-0.28% | 减仓 |
摩根大通JPM |
| 0.41% | 0.56% | $153.3万 | 4,683股 | $177.5万 | 6,035股 | -1,352股-22.40% | 减仓 |
伯克希尔哈撒韦BRK.A |
| 0.4% | 0.45% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
美光科技MU |
| 0.4% | 0.14% | $147.4万 | 1,277股 | $44.5万 | 1,317股 | -40股-3.04% | 减仓 |
迪士尼DIS |
| 0.37% | 0.43% | $137.7万 | 1.4万股 | $135.4万 | 1.4万股 | +140股+1.00% | 加仓 |
博通AVGO |
| 0.36% | 0.33% | $133.2万 | 3,526股 | $106.1万 | 3,427股 | +99股+2.89% | 加仓 |
英特尔INTC |
| 0.35% | 0.11% | $132.1万 | 9,462股 | $36.4万 | 8,248股 | +1,214股+14.72% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 0.33% | 0.36% | $124.0万 | 2,478股 | $113.9万 | 2,377股 | +101股+4.25% | 加仓 |
特斯拉TSLA |
| 0.3% | 0.29% | $110.2万 | 2,621股 | $92.0万 | 2,476股 | +145股+5.86% | 加仓 |
艾伯维ABBV |
| 0.28% | 0.29% | $106.2万 | 4,219股 | $91.2万 | 4,194股 | +25股+0.60% | 加仓 |
VisaV |
| 0.25% | 0.25% | $94.1万 | 2,744股 | $79.8万 | 2,641股 | +103股+3.90% | 加仓 |
洛克希德马丁LMT |
| 0.24% | 0.35% | $89.2万 | 1,750股 | $112.6万 | 1,863股 | -113股-6.07% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.2% | 0.21% | $75.7万 | 1,848股 | $65.9万 | 1,848股 | 00.00% | 持仓不变 |
强生JNJ |
| 0.18% | 0.21% | $67.2万 | 2,647股 | $67.7万 | 2,771股 | -124股-4.47% | 减仓 |
卡特彼勒CAT |
| 0.18% | 0.14% | $67.2万 | 631股 | $45.1万 | 636股 | -5股-0.79% | 减仓 |
| V先锋领航指数基金VTV |
| 0.18% | 0.19% | $67.1万 | 3,080股 | $60.4万 | 3,080股 | 00.00% | 持仓不变 |
摩根士丹利MS |
| 0.18% | 0.16% | $65.5万 | 3,132股 | $51.3万 | 3,117股 | +15股+0.48% | 加仓 |
PHILIP MORRIS INTLPM |
| 0.16% | 0.19% | $60.8万 | 3,331股 | $59.8万 | 3,587股 | -256股-7.14% | 减仓 |
家得宝HD |
| 0.15% | 0.12% | $57.1万 | 1,620股 | $38.5万 | 1,172股 | +448股+38.23% | 加仓 |
DIGITAL RLTY TR COMDLR |
| 0.15% | 0.18% | $55.1万 | 3,067股 | $55.7万 | 3,090股 | -23股-0.74% | 减仓 |
默沙东MRK |
| 0.14% | 0.16% | $54.1万 | 4,179股 | $52.1万 | 4,298股 | -119股-2.77% | 减仓 |
泛林集团LRCX |
| 0.14% | 0.08% | $52.6万 | 1,213股 | $25.9万 | 1,213股 | 00.00% | 持仓不变 |
麦当劳MCD |
| 0.14% | 0.19% | $51.0万 | 1,886股 | $60.4万 | 1,943股 | -57股-2.93% | 减仓 |
沃尔玛WMT |
| 0.13% | 0.18% | $50.3万 | 4,445股 | $56.1万 | 4,507股 | -62股-1.38% | 减仓 |
好市多COST |
| 0.13% | 0.16% | $49.7万 | 531股 | $50.5万 | 507股 | +24股+4.73% | 加仓 |
帕卡PCAR |
| 0.13% | 0.15% | $49.6万 | 4,126股 | $47.6万 | 4,121股 | +5股+0.12% | 加仓 |
高露洁CL |
| 0.13% | 0.14% | $49.2万 | 5,369股 | $43.0万 | 5,045股 | +324股+6.42% | 加仓 |
高盛GS |
| 0.13% | 0.13% | $48.9万 | 484股 | $40.6万 | 480股 | +4股+0.83% | 加仓 |
摩托罗拉解决方案MSI |
| 0.13% | 0.16% | $47.7万 | 1,146股 | $50.2万 | 1,154股 | -8股-0.69% | 减仓 |