 苹果AAPL |
| 7.51% | 7.53% | $2,118.7万 | 9.1万股 | $1,921.3万 | 9.1万股 | -292股-0.32% | 减仓 |
 微软MSFT |
| 4.81% | 5.55% | $1,355.9万 | 3.2万股 | $1,414.4万 | 3.2万股 | -136股-0.43% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.01% | 4.11% | $1,131.6万 | 17.0万股 | $1,049.1万 | 16.7万股 | +3,258股+1.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.11% | 3.06% | $877.8万 | 1.9万股 | $780.4万 | 1.9万股 | -112股-0.58% | 减仓 |
| S嘉信·USSCHX |
| 3.11% | 2.88% | $876.1万 | 12.9万股 | $734.5万 | 11.4万股 | +1.5万股+12.95% | 加仓 |
| V先锋领航全球基金VGT |
| 2.83% | 2.95% | $796.7万 | 1.4万股 | $753.4万 | 1.3万股 | +517股+3.96% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.36% | 2.25% | $666.5万 | 3.7万股 | $572.6万 | 3.5万股 | +2,346股+6.73% | 加仓 |
| SSPDR道富系列信托SDY |
| 2.14% | 2.09% | $604.5万 | 4.3万股 | $534.0万 | 4.2万股 | +569股+1.36% | 加仓 |
| V先锋领航指数基金VB |
| 1.78% | 1.54% | $502.8万 | 2.1万股 | $393.0万 | 1.8万股 | +3,173股+17.60% | 加仓 |
 谷歌AGOOGL |
| 1.67% | 1.98% | $470.5万 | 2.8万股 | $505.9万 | 2.8万股 | +595股+2.14% | 加仓 |
| S嘉信策略信托SCHF |
| 1.66% | 1.62% | $468.7万 | 11.4万股 | $413.6万 | 10.8万股 | +6,329股+5.88% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.47% | 1.52% | $415.0万 | 8.1万股 | $387.9万 | 7.7万股 | +3,781股+4.88% | 加仓 |
| IiShares安硕信托IVV |
| 1.39% | 1.2% | $392.4万 | 6,804股 | $305.7万 | 5,586股 | +1,218股+21.80% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.37% | 1.39% | $387.1万 | 3.0万股 | $354.1万 | 3.0万股 | +343股+1.15% | 加仓 |
| S嘉信策略信托SCHM |
| 1.32% | 1.34% | $373.0万 | 4.5万股 | $342.3万 | 4.4万股 | +906股+2.06% | 加仓 |
| V先锋领航·MIDVO |
| 1.27% | 1.2% | $357.3万 | 1.4万股 | $305.8万 | 1.3万股 | +912股+7.22% | 加仓 |
| V先锋领航指数基金VXF |
| 1.25% | 1.29% | $352.7万 | 1.9万股 | $329.7万 | 2.0万股 | -158股-0.81% | 减仓 |
 强生JNJ |
| 1.23% | 1.26% | $347.6万 | 2.1万股 | $320.5万 | 2.2万股 | -480股-2.19% | 减仓 |
| S嘉信·USSCHA |
| 1.2% | 1.21% | $338.2万 | 6.6万股 | $308.3万 | 6.5万股 | +699股+1.08% | 加仓 |
 礼来LLY |
| 1.2% | 1.1% | $337.8万 | 3,813股 | $281.3万 | 3,107股 | +706股+22.72% | 加仓 |
| V先锋领航指数基金VOO |
| 1.19% | 1.25% | $334.3万 | 6,335股 | $317.7万 | 6,351股 | -16股-0.25% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.17% | 1.25% | $328.9万 | 3.4万股 | $318.0万 | 3.4万股 | +172股+0.51% | 加仓 |
 麦当劳MCD |
| 1.16% | 1.07% | $325.9万 | 1.1万股 | $272.6万 | 1.1万股 | +7股+0.07% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.13% | 1.13% | $318.2万 | 1.1万股 | $287.0万 | 1.1万股 | +483股+4.48% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.04% | 1.04% | $294.3万 | 1.5万股 | $265.8万 | 1.5万股 | +303股+2.08% | 加仓 |
 亚马逊AMZN |
| 1.01% | 1.11% | $284.2万 | 1.5万股 | $284.3万 | 1.5万股 | +541股+3.68% | 加仓 |
 好市多COST |
| 0.96% | 1.02% | $271.0万 | 3,056股 | $260.5万 | 3,064股 | -8股-0.26% | 减仓 |
| G通用动力VTI |
| 0.93% | 0.95% | $261.4万 | 9,232股 | $243.1万 | 9,089股 | +143股+1.57% | 加仓 |
 万事达MA |
| 0.9% | 0.89% | $252.9万 | 5,121股 | $225.9万 | 5,121股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.86% | 0.92% | $242.8万 | 1.4万股 | $233.5万 | 1.4万股 | -142股-1.00% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.83% | 0.64% | $234.2万 | 1.2万股 | $163.7万 | 8,303股 | +3,359股+40.46% | 加仓 |
 欧特克ADSK |
| 0.79% | 0.72% | $223.1万 | 8,097股 | $184.2万 | 7,445股 | +652股+8.76% | 加仓 |
 英伟达NVDA |
| 0.78% | 0.89% | $220.2万 | 1.8万股 | $227.0万 | 1.8万股 | -244股-1.33% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.72% | 0.78% | $204.2万 | 2.0万股 | $197.8万 | 2.0万股 | -6股-0.03% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.69% | 0.52% | $195.9万 | 3.7万股 | $133.4万 | 2.7万股 | +1.0万股+37.40% | 加仓 |
| S嘉信策略信托SCHD |
| 0.63% | 0.63% | $178.2万 | 2.1万股 | $160.9万 | 2.1万股 | +394股+1.90% | 加仓 |
 Meta平台META |
| 0.63% | 0.66% | $176.6万 | 3,086股 | $169.1万 | 3,354股 | -268股-7.99% | 减仓 |
| V先锋领航指数基金VTV |
| 0.62% | 0.6% | $173.6万 | 9,944股 | $153.2万 | 9,552股 | +392股+4.10% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.6% | 0.66% | $170.6万 | 2.7万股 | $168.4万 | 2.9万股 | -1,639股-5.71% | 减仓 |
| S嘉信策略信托SCHE |
| 0.58% | 0.58% | $163.8万 | 5.6万股 | $148.3万 | 5.6万股 | +307股+0.55% | 加仓 |
 特斯拉TSLA |
| 0.56% | 0.47% | $157.2万 | 6,009股 | $119.6万 | 6,045股 | -36股-0.60% | 减仓 |
| I景顺QQQ信托VOO |
| 0.55% | 0.57% | $155.0万 | 3,177股 | $145.3万 | 3,032股 | +145股+4.78% | 加仓 |
 百事可乐PEP |
| 0.55% | 0.59% | $154.6万 | 9,092股 | $149.8万 | 9,084股 | +8股+0.09% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.55% | 0.43% | $154.0万 | 3.2万股 | $108.6万 | 2.5万股 | +7,379股+29.75% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.48% | $144.9万 | 1.8万股 | $121.7万 | 1.8万股 | -26股-0.14% | 减仓 |
 家得宝HD |
| 0.51% | 0.52% | $144.3万 | 3,561股 | $133.7万 | 3,884股 | -323股-8.32% | 减仓 |
 摩根大通JPM |
| 0.51% | 0.54% | $143.9万 | 6,823股 | $136.9万 | 6,771股 | +52股+0.77% | 加仓 |
| IiShares安硕·COREIJR |
| 0.5% | 0.44% | $141.7万 | 1.2万股 | $113.0万 | 1.1万股 | +1,519股+14.34% | 加仓 |
| IiShares安硕·COREIJH |
| 0.49% | 0.45% | $138.3万 | 2.2万股 | $113.7万 | 1.9万股 | +2,752股+14.16% | 加仓 |
 威瑞森VZ |
| 0.49% | 0.53% | $137.4万 | 3.1万股 | $134.2万 | 3.3万股 | -1,945股-5.98% | 减仓 |
