 苹果AAPL |
| 5.5% | 5.67% | $9,773.4万 | 33.8万股 | $8,792.8万 | 34.1万股 | -3,357股-0.98% | 减仓 |
| FFRISCO TEX INDPT SC 3 39 |
| 5.13% | 5.82% | $9,117.4万 | 10.0万股 | $9,032.6万 | 10.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 4.53% | 5.07% | $8,053.0万 | 10.8万股 | $7,862.5万 | 11.6万股 | -8,110股-6.99% | 减仓 |
| S道富SPYM |
| 3.95% | 3.52% | $7,020.5万 | 79.9万股 | $5,466.0万 | 71.4万股 | +8.5万股+11.87% | 加仓 |
 希捷STX |
| 3.44% | 2.59% | $6,114.8万 | 6.3万股 | $4,023.2万 | 6.3万股 | +617股+0.98% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.96% | 2.41% | $5,270.4万 | 44.3万股 | $3,746.4万 | 38.3万股 | +6.0万股+15.76% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 2.86% | 2.75% | $5,091.4万 | 111.3万股 | $4,262.6万 | 108.0万股 | +3.3万股+3.07% | 加仓 |
 AMD超威AMD |
| 2.62% | 1.51% | $4,659.2万 | 8.0万股 | $2,349.2万 | 8.0万股 | +7股+0.01% | 加仓 |
| G通用动力VTI |
| 2.54% | 2.52% | $4,516.5万 | 12.2万股 | $3,910.7万 | 12.1万股 | +777股+0.64% | 加仓 |
 英伟达NVDA |
| 2.26% | 2.53% | $4,011.9万 | 20.1万股 | $3,918.8万 | 21.6万股 | -1.6万股-7.25% | 减仓 |
 特斯拉TSLA |
| 2.23% | 2.29% | $3,960.1万 | 9.4万股 | $3,553.4万 | 9.4万股 | +147股+0.16% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.17% | 2.03% | $3,855.9万 | 56.7万股 | $3,156.2万 | 54.2万股 | +2.4万股+4.51% | 加仓 |
 帕兰提尔PLTR |
| 1.8% | 2.51% | $3,202.2万 | 27.4万股 | $3,890.9万 | 26.6万股 | +8,155股+3.06% | 加仓 |
| V先锋领航指数基金VOO |
| 1.41% | 1.41% | $2,514.9万 | 3.7万股 | $2,190.4万 | 3.6万股 | +585股+1.62% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.37% | 1.44% | $2,442.8万 | 4.9万股 | $2,239.4万 | 4.7万股 | +2,035股+4.35% | 加仓 |
 亚马逊AMZN |
| 1.34% | 1.53% | $2,387.5万 | 10.0万股 | $2,371.3万 | 9.9万股 | +1,236股+1.25% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.12% | 0.89% | $1,992.4万 | 37.8万股 | $1,380.0万 | 41.9万股 | -4.1万股-9.76% | 减仓 |
 摩根大通JPM |
| 1.12% | 1.2% | $1,990.2万 | 6.1万股 | $1,857.1万 | 6.1万股 | +280股+0.46% | 加仓 |
 Meta平台META |
| 1.09% | 1.32% | $1,939.5万 | 3.4万股 | $2,050.7万 | 3.4万股 | +150股+0.44% | 加仓 |
| IiShares安硕IEMG |
| 1.06% | 1.29% | $1,888.6万 | 22.8万股 | $1,999.3万 | 28.6万股 | -5.8万股-20.34% | 减仓 |
 微软MSFT |
| 1% | 1.21% | $1,773.4万 | 4.8万股 | $1,873.7万 | 5.0万股 | -2,142股-4.31% | 减仓 |
| I景顺QQQ信托VOO |
| 0.96% | 0.93% | $1,711.9万 | 2.3万股 | $1,448.5万 | 2.5万股 | -1,771股-7.08% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.9% | 0.87% | $1,605.8万 | 44.0万股 | $1,355.8万 | 40.1万股 | +3.8万股+9.49% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.79% | 0.56% | $1,400.6万 | 53.4万股 | $872.0万 | 33.2万股 | +20.2万股+61.04% | 加仓 |
| V先锋领航·TOTALBND |
| 0.79% | 0.8% | $1,397.5万 | 19.0万股 | $1,247.5万 | 17.0万股 | +2.1万股+12.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.74% | $1,317.1万 | 3.7万股 | $1,154.2万 | 3.8万股 | -508股-1.34% | 减仓 |
| V先锋领航指数基金VTV |
| 0.73% | 0.76% | $1,288.7万 | 5.9万股 | $1,171.5万 | 6.0万股 | -453股-0.76% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.72% | 0.78% | $1,273.0万 | 17股 | $1,215.2万 | 17股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.68% | 0.75% | $1,201.0万 | 4.7万股 | $1,157.5万 | 4.9万股 | -1,567股-3.21% | 减仓 |
| V先锋领航指数基金VUG |
| 0.66% | 0.6% | $1,176.4万 | 13.7万股 | $936.0万 | 2.1万股 | +11.5万股+536.17% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 0.63% | $1,150.0万 | 3.2万股 | $976.1万 | 3.1万股 | +790股+2.52% | 加仓 |
| IiShares安硕信托MTUM |
| 0.63% | 0.65% | $1,126.2万 | 3.3万股 | $1,008.0万 | 4.2万股 | -8,730股-21.00% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.59% | 0.58% | $1,044.5万 | 25.4万股 | $905.6万 | 25.4万股 | -315股-0.12% | 减仓 |
| IiShares安硕信托IVV |
| 0.52% | 0.65% | $925.5万 | 1.2万股 | $1,013.3万 | 1.5万股 | -3,019股-19.63% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.49% | 0.44% | $864.0万 | 10.5万股 | $683.0万 | 1.7万股 | +8.8万股+524.22% | 加仓 |
| GGlobal X基金SHLD |
| 0.47% | 0.48% | $832.1万 | 13.9万股 | $746.8万 | 10.5万股 | +3.4万股+32.19% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.46% | 0.46% | $819.9万 | 3.5万股 | $710.5万 | 3.3万股 | +1,831股+5.58% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.43% | — | $770.2万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.43% | 0.38% | $757.4万 | 3.3万股 | $585.0万 | 2.8万股 | +5,650股+20.39% | 加仓 |
| B贝莱德ETF信托BLCR |
| 0.42% | 0.02% | $751.0万 | 14.9万股 | $34.9万 | 8,500股 | +14.1万股+1,653.98% | 加仓 |
 VanEck ETF信托MLN |
| 0.41% | 0.43% | $735.0万 | 41.3万股 | $661.6万 | 37.5万股 | +3.8万股+10.15% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.4% | 0.39% | $710.1万 | 3.2万股 | $610.9万 | 3.0万股 | +2,417股+8.06% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.4% | 0.37% | $703.6万 | 3.2万股 | $566.5万 | 2.9万股 | +2,633股+8.95% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.39% | 0.55% | $690.9万 | 16.0万股 | $859.6万 | 23.7万股 | -7.7万股-32.47% | 减仓 |
| V先锋领航指数基金VB |
| 0.38% | 0.36% | $677.4万 | 2.2万股 | $552.8万 | 2.1万股 | +1,242股+5.88% | 加仓 |
 VanEck ETF信托XMPT |
| 0.38% | 0.38% | $674.6万 | 30.2万股 | $585.8万 | 27.0万股 | +3.2万股+11.82% | 加仓 |
 美光科技MU |
| 0.38% | 0.1% | $670.3万 | 5,807股 | $151.3万 | 4,265股 | +1,542股+36.15% | 加仓 |
 埃克森美孚XOM |
| 0.37% | 0.58% | $654.6万 | 4.8万股 | $902.1万 | 5.3万股 | -5,328股-10.01% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.37% | 0.37% | $652.0万 | 25.6万股 | $576.9万 | 23.0万股 | +2.7万股+11.64% | 加仓 |
 波音BA |
| 0.36% | 0.41% | $634.0万 | 2.9万股 | $629.0万 | 2.8万股 | +1,018股+3.60% | 加仓 |
