 伯克希尔哈撒韦BRK.B |
| 19.36% | 18.48% | $5,409.8万 | 12.9万股 | $4,580.2万 | 12.8万股 | +228股+0.18% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 8.82% | 8.88% | $2,465.7万 | 58.5万股 | $2,201.5万 | 58.4万股 | +1,614股+0.28% | 加仓 |
 埃克森美孚XOM |
| 4.13% | 4.19% | $1,155.3万 | 9.9万股 | $1,038.1万 | 10.4万股 | -4,443股-4.28% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.97% | 4.39% | $1,110.4万 | 13.6万股 | $1,088.2万 | 13.3万股 | +3,137股+2.37% | 加仓 |
| S道富MDYV |
| 3.8% | 4.15% | $1,060.6万 | 14.0万股 | $1,029.3万 | 14.0万股 | -717股-0.51% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 3.46% | 3.9% | $967.2万 | 11.7万股 | $965.7万 | 11.6万股 | +666股+0.57% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 3.41% | — | $951.9万 | 42.4万股 | $0 | 0股 | +42.4万股 | 新买入 |
| S嘉信策略信托SCHD |
| 3.22% | 3.35% | $899.2万 | 11.2万股 | $829.6万 | 10.9万股 | +2,548股+2.34% | 加仓 |
 雪佛龙CVX |
| 2.47% | 2.63% | $690.3万 | 4.4万股 | $652.3万 | 4.4万股 | +29股+0.07% | 加仓 |
| V先锋领航指数基金VTV |
| 2.17% | 2.23% | $607.5万 | 3.7万股 | $552.0万 | 3.7万股 | +382股+1.03% | 加仓 |
 JEFFERIES FINANCIAL INJEF |
| 2.11% | 2.18% | $590.8万 | 13.4万股 | $539.5万 | 13.4万股 | +458股+0.34% | 加仓 |
| I景顺QQQ信托VOO |
| 2.04% | — | $569.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕信托TLTW |
| 1.75% | 0.19% | $488.7万 | 18.3万股 | $46.2万 | 1.7万股 | +16.6万股+988.90% | 加仓 |
 英伟达NVDA |
| 1.64% | 1.17% | $459.0万 | 5,079股 | $290.1万 | 5,858股 | -779股-13.30% | 减仓 |
| V先锋领航指数基金VUG |
| 1.49% | 1.49% | $416.7万 | 1.2万股 | $370.0万 | 1.2万股 | +204股+1.71% | 加仓 |
| IiShares安硕信托TLT |
| 1.44% | 2.05% | $403.7万 | 4.3万股 | $506.8万 | 5.1万股 | -8,593股-16.76% | 减仓 |
 苹果AAPL |
| 1.41% | 1.8% | $394.1万 | 2.3万股 | $445.8万 | 2.3万股 | -170股-0.73% | 减仓 |
 布鲁克菲尔德BN |
| 1.25% | 1.34% | $349.1万 | 8.3万股 | $332.8万 | 8.3万股 | +433股+0.52% | 加仓 |
| IiShares安硕信托IVV |
| 1.19% | 1.22% | $333.2万 | 6,337股 | $303.1万 | 6,345股 | -8股-0.13% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.97% | 1.05% | $272.3万 | 1.5万股 | $259.3万 | 1.5万股 | -302股-1.99% | 减仓 |
 亚马逊AMZN |
| 0.91% | 0.86% | $252.9万 | 1.4万股 | $212.5万 | 1.4万股 | +40股+0.29% | 加仓 |
 微软MSFT |
| 0.71% | 0.67% | $198.1万 | 4,709股 | $166.3万 | 4,422股 | +287股+6.49% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.68% | 0.13% | $189.1万 | 2.0万股 | $31.4万 | 3,791股 | +1.7万股+437.93% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.65% | 0.67% | $182.6万 | 1.5万股 | $166.3万 | 1.5万股 | +193股+1.30% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.63% | 0.84% | $176.4万 | 3.8万股 | $208.2万 | 4.5万股 | -6,302股-14.11% | 减仓 |
 康菲石油COP |
| 0.59% | 0.6% | $164.0万 | 1.3万股 | $149.5万 | 1.3万股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.57% | 0.69% | $158.6万 | 9.0万股 | $172.2万 | 10.3万股 | -1.2万股-12.16% | 减仓 |
 阿里巴巴BABA |
| 0.54% | 0.62% | $150.2万 | 2.1万股 | $153.1万 | 2.0万股 | +999股+5.06% | 加仓 |
| CCAMBRIA ETF TRTRTY |
| 0.53% | 0.54% | $148.7万 | 2.0万股 | $132.6万 | 2.0万股 | +680股+3.47% | 加仓 |
| EETFS GOLD TRSGOL |
| 0.53% | 0.55% | $148.2万 | 7.0万股 | $137.0万 | 6.9万股 | +400股+0.58% | 加仓 |
| G通用动力VTI |
| 0.51% | 0.53% | $142.8万 | 5,495股 | $132.1万 | 5,570股 | -75股-1.35% | 减仓 |
| F富达Covington信托FDVV |
| 0.44% | 0.4% | $122.0万 | 2.7万股 | $98.7万 | 2.3万股 | +3,578股+15.33% | 加仓 |
| S嘉信·USSCHP |
| 0.43% | 0.66% | $118.8万 | 2.3万股 | $163.8万 | 3.1万股 | -8,604股-27.42% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.42% | 0.04% | $116.1万 | 2.3万股 | $10.0万 | 1,974股 | +2.1万股+1,051.52% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.41% | 0.48% | $114.6万 | 2.7万股 | $118.8万 | 2.8万股 | -1,130股-3.99% | 减仓 |
| V先锋领航全球基金VDE |
| 0.4% | 0.41% | $113.1万 | 8,584股 | $102.5万 | 8,741股 | -157股-1.80% | 减仓 |
| AALPS ETF信托OUSA |
| 0.4% | 0.36% | $111.6万 | 2.3万股 | $89.7万 | 1.9万股 | +3,130股+16.09% | 加仓 |
| BBROOKFIELD ASSET MANAGMT LTDBAM |
| 0.39% | 0.41% | $108.7万 | 2.6万股 | $101.9万 | 2.5万股 | +513股+2.02% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.38% | 0.03% | $105.7万 | 3.3万股 | $6.7万 | 2,597股 | +3.0万股+1,172.47% | 加仓 |
| F第一信托交易所交易基金TDVI |
| 0.37% | 0.42% | $103.6万 | 6.0万股 | $103.5万 | 6.1万股 | -1,565股-2.55% | 减仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.36% | 0.4% | $100.3万 | 2.2万股 | $99.8万 | 2.2万股 | +31股+0.14% | 加仓 |
 Phillips 66PSX |
| 0.34% | 0.31% | $94.9万 | 5,811股 | $77.4万 | 5,810股 | +1股+0.02% | 加仓 |
| S嘉信策略信托SCHF |
| 0.34% | 0.36% | $94.5万 | 2.4万股 | $89.5万 | 2.4万股 | -16股-0.07% | 减仓 |
 ADOBE COMADBE |
| 0.34% | 0.45% | $94.0万 | 1,862股 | $111.0万 | 1,861股 | +1股+0.05% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.33% | 0.37% | $93.0万 | 1.9万股 | $91.8万 | 1.9万股 | -627股-3.27% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.33% | 0.36% | $92.6万 | 1.5万股 | $88.0万 | 1.6万股 | -631股-3.99% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.32% | $91.9万 | 1,757股 | $79.0万 | 1,661股 | +96股+5.78% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.33% | 0.37% | $91.0万 | 4,328股 | $91.1万 | 4,539股 | -211股-4.65% | 减仓 |
 黑石集团BX |
| 0.31% | 0.32% | $87.7万 | 6,677股 | $78.6万 | 6,007股 | +670股+11.15% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.29% | 0.23% | $80.4万 | 7,304股 | $57.6万 | 6,493股 | +811股+12.49% | 加仓 |
