 苹果AAPL |
| 4.91% | 4.82% | $2,498.2万 | 8.6万股 | $2,191.4万 | 8.6万股 | -11股-0.01% | 减仓 |
| V先锋领航指数基金VUG |
| 4.41% | 4.05% | $2,246.4万 | 26.1万股 | $1,842.2万 | 4.2万股 | +21.9万股+518.31% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.27% | 4.2% | $2,175.6万 | 20.9万股 | $1,910.2万 | 19.7万股 | +1.3万股+6.49% | 加仓 |
| V先锋领航指数基金VB |
| 3.97% | 3.77% | $2,019.9万 | 6.7万股 | $1,716.2万 | 6.6万股 | +1,113股+1.70% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.89% | 3.7% | $1,979.0万 | 2.7万股 | $1,685.0万 | 2.6万股 | +592股+2.28% | 加仓 |
 卡特彼勒CAT |
| 3.66% | 2.74% | $1,866.2万 | 1.8万股 | $1,246.2万 | 1.8万股 | -65股-0.37% | 减仓 |
| V先锋领航·MIDVO |
| 3.09% | 3.02% | $1,571.3万 | 19.5万股 | $1,374.3万 | 4.8万股 | +14.7万股+307.53% | 加仓 |
| IiShares安硕信托SGOV |
| 2.81% | 2.01% | $1,429.1万 | 14.2万股 | $913.0万 | 9.1万股 | +5.1万股+56.51% | 加仓 |
| IiShares安硕信托EEM |
| 2.72% | 2.47% | $1,385.3万 | 20.2万股 | $1,122.4万 | 19.8万股 | +4,861股+2.46% | 加仓 |
 微软MSFT |
| 2.6% | 2.92% | $1,326.2万 | 3.6万股 | $1,326.2万 | 3.6万股 | -274股-0.76% | 减仓 |
 谷歌AGOOGL |
| 2.3% | 2.07% | $1,170.1万 | 3.3万股 | $941.6万 | 3.3万股 | -3股-0.01% | 减仓 |
 亚马逊AMZN |
| 2.03% | 2% | $1,035.0万 | 4.3万股 | $908.2万 | 4.4万股 | -180股-0.41% | 减仓 |
| V先锋领航指数基金VTV |
| 2.03% | 1.9% | $1,031.9万 | 4.7万股 | $866.2万 | 4.4万股 | +3,197股+7.24% | 加仓 |
| G通用动力VTI |
| 1.46% | 1.42% | $741.4万 | 2.0万股 | $644.7万 | 2.0万股 | -59股-0.29% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.45% | 1.6% | $738.3万 | 4.9万股 | $725.5万 | 5.0万股 | -1,200股-2.41% | 减仓 |
| IiShares安硕信托IWV |
| 1.28% | 1.25% | $652.1万 | 1.5万股 | $566.9万 | 1.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.27% | 1.37% | $646.0万 | 2.5万股 | $623.0万 | 2.5万股 | -50股-0.20% | 减仓 |
 Meta平台META |
| 1.21% | 1.38% | $617.4万 | 1.1万股 | $627.6万 | 1.1万股 | -10股-0.09% | 减仓 |
 沃尔玛WMT |
| 1.21% | 1.49% | $615.5万 | 5.4万股 | $675.6万 | 5.4万股 | -15股-0.03% | 减仓 |
| I景顺·RAFI EMERGING MARKETS ETFPXH |
| 1.18% | 1.28% | $601.0万 | 21.6万股 | $580.1万 | 21.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.12% | 1.13% | $568.6万 | 1.7万股 | $511.8万 | 1.7万股 | -25股-0.14% | 减仓 |
 埃克森美孚XOM |
| 1.11% | 1.55% | $566.2万 | 4.1万股 | $704.3万 | 4.2万股 | -100股-0.24% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.08% | 1.15% | $551.3万 | 6.7万股 | $521.5万 | 6.3万股 | +3,982股+6.30% | 加仓 |
 家得宝HD |
| 1.03% | 1.08% | $522.7万 | 1.5万股 | $491.6万 | 1.5万股 | -128股-0.86% | 减仓 |
| SSPDR黄金信托GLD |
| 1.02% | 1.33% | $520.5万 | 1.4万股 | $604.9万 | 1.4万股 | +73股+0.52% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.02% | 1% | $517.5万 | 2.4万股 | $454.2万 | 2.4万股 | -96股-0.41% | 减仓 |
 礼来LLY |
| 0.97% | 0.83% | $495.6万 | 4,132股 | $375.3万 | 4,080股 | +52股+1.27% | 加仓 |
| WWisdomTree信托DGRW |
| 0.9% | 0.94% | $460.5万 | 4.8万股 | $427.1万 | 4.9万股 | -466股-0.96% | 减仓 |
 VisaV |
| 0.88% | 0.87% | $446.7万 | 1.3万股 | $397.5万 | 1.3万股 | -130股-0.99% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.86% | 0.86% | $438.5万 | 5.3万股 | $390.6万 | 4.7万股 | +5,843股+12.38% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.75% | 0.85% | $381.3万 | 12.4万股 | $388.4万 | 12.6万股 | -2,600股-2.06% | 减仓 |
 好市多COST |
| 0.74% | 0.88% | $376.5万 | 4,025股 | $401.1万 | 4,025股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.69% | 0.67% | $350.1万 | 2.2万股 | $305.5万 | 2.2万股 | +228股+1.03% | 加仓 |
 默沙东MRK |
| 0.64% | 0.68% | $327.9万 | 2.6万股 | $307.1万 | 2.6万股 | -18股-0.07% | 减仓 |
| IIBMIBM |
| 0.64% | 0.61% | $324.4万 | 1.2万股 | $277.2万 | 1.1万股 | +100股+0.87% | 加仓 |
| IiShares安硕信托AGG |
| 0.6% | 0.59% | $307.3万 | 3.1万股 | $268.6万 | 2.7万股 | +3,992股+14.75% | 加仓 |
 艾伯维ABBV |
| 0.58% | 0.58% | $295.2万 | 1.2万股 | $266.0万 | 1.2万股 | -500股-4.09% | 减仓 |
 宝洁PG |
| 0.58% | 0.65% | $294.6万 | 2.0万股 | $294.5万 | 2.0万股 | -302股-1.48% | 减仓 |
| VVanEck ETF信托GDX |
| 0.57% | 0.75% | $291.3万 | 3.9万股 | $343.3万 | 3.7万股 | +1,200股+3.21% | 加仓 |
| I景顺QQQ信托VOO |
| 0.55% | 0.45% | $282.6万 | 3,838股 | $203.5万 | 3,526股 | +312股+8.85% | 加仓 |
| IiShares安硕信托USMV |
| 0.55% | 0.6% | $278.6万 | 2.9万股 | $271.7万 | 2.9万股 | -419股-1.43% | 减仓 |
 WASTE MGMT DELWM |
| 0.54% | 0.62% | $275.2万 | 1.2万股 | $283.8万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.54% | 0.49% | $273.2万 | 3,978股 | $221.5万 | 3,707股 | +271股+7.31% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.51% | 0.59% | $258.2万 | 4.9万股 | $266.5万 | 5.1万股 | -1,443股-2.85% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.5% | 0.53% | $256.1万 | 4.3万股 | $240.8万 | 4.5万股 | -1,650股-3.70% | 减仓 |
 CHUBB LIMITEDCB |
| 0.49% | 0.53% | $252.1万 | 7,398股 | $241.9万 | 7,422股 | -24股-0.32% | 减仓 |
 科磊KLAC |
| 0.49% | 0.27% | $248.6万 | 8,240股 | $121.3万 | 824股 | +7,416股+900.00% | 加仓 |
| T赛默飞世尔TMO |
| 0.47% | 0.53% | $238.0万 | 4,748股 | $240.7万 | 4,896股 | -148股-3.02% | 减仓 |
 GE航空GE |
| 0.44% | 0.41% | $223.6万 | 5,984股 | $184.6万 | 6,506股 | -522股-8.02% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.43% | 0.44% | $220.9万 | 3.1万股 | $198.6万 | 3.1万股 | 00.00% | 持仓不变 |
