 苹果AAPL |
| 5.82% | 5.74% | $1,618.3万 | 5.6万股 | $1,441.2万 | 5.7万股 | -859股-1.51% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.79% | 3.66% | $1,055.8万 | 5.0万股 | $919.2万 | 4.8万股 | +1,726股+3.60% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 3.63% | 3.79% | $1,008.7万 | 56.4万股 | $951.7万 | 53.6万股 | +2.8万股+5.22% | 加仓 |
| IiShares安硕信托DGRO |
| 3.11% | 3.06% | $866.2万 | 11.4万股 | $768.6万 | 11.0万股 | +4,776股+4.36% | 加仓 |
| IiShares安硕·COREIJH |
| 2.94% | 2.87% | $817.5万 | 10.6万股 | $718.9万 | 10.6万股 | -434股-0.41% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.7% | 2.48% | $752.2万 | 14.6万股 | $622.3万 | 13.8万股 | +7,598股+5.51% | 加仓 |
| J骏利亨德森JAAA |
| 2.48% | 2.65% | $689.2万 | 13.7万股 | $664.4万 | 13.2万股 | +4,593股+3.48% | 加仓 |
 亚马逊AMZN |
| 2.32% | 2.27% | $646.7万 | 2.7万股 | $568.8万 | 2.7万股 | -175股-0.64% | 减仓 |
| V先锋领航指数基金VOO |
| 2.26% | 1.97% | $627.5万 | 8,522股 | $493.0万 | 8,541股 | -19股-0.22% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.24% | 2.3% | $624.0万 | 15.1万股 | $575.9万 | 14.8万股 | +3,453股+2.34% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.13% | 2.28% | $593.6万 | 13.0万股 | $571.4万 | 12.5万股 | +5,244股+4.19% | 加仓 |
| IiShares安硕信托IVV |
| 2.07% | 2.08% | $576.2万 | 7,694股 | $520.9万 | 7,975股 | -281股-3.52% | 减仓 |
 英伟达NVDA |
| 1.86% | 1.8% | $516.8万 | 2.6万股 | $450.9万 | 2.6万股 | -24股-0.09% | 减仓 |
| IiShares安硕·COREIJR |
| 1.82% | 1.68% | $505.8万 | 3.4万股 | $420.5万 | 3.4万股 | +278股+0.82% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.52% | 1.63% | $423.8万 | 5.1万股 | $409.6万 | 5.1万股 | -168股-0.33% | 减仓 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 1.38% | 1.44% | $384.5万 | 9.5万股 | $360.7万 | 8.9万股 | +5,691股+6.40% | 加仓 |
 微软MSFT |
| 1.35% | 1.58% | $374.9万 | 1.0万股 | $397.4万 | 1.1万股 | -686股-6.39% | 减仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 1.33% | 1.51% | $370.4万 | 8.8万股 | $380.0万 | 9.0万股 | -1,371股-1.53% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.28% | 0.53% | $356.1万 | 13.4万股 | $132.0万 | 5.0万股 | +8.4万股+166.53% | 加仓 |
 迪尔DE |
| 1.25% | 1.24% | $348.6万 | 5,496股 | $311.2万 | 5,524股 | -28股-0.51% | 减仓 |
 卡特彼勒CAT |
| 1.2% | 1% | $332.8万 | 3,126股 | $251.5万 | 3,549股 | -423股-11.92% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.17% | 1.07% | $325.8万 | 7.3万股 | $269.0万 | 6.9万股 | +4,231股+6.11% | 加仓 |
| IiShares安硕信托ITOT |
| 1.16% | 1.11% | $322.4万 | 2.0万股 | $277.8万 | 2.0万股 | +121股+0.62% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.16% | 1.1% | $322.1万 | 8.0万股 | $274.9万 | 8.1万股 | -1,075股-1.32% | 减仓 |
 沃尔玛WMT |
| 1.04% | 1.27% | $289.1万 | 2.6万股 | $318.6万 | 2.6万股 | -109股-0.43% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.93% | 0.94% | $259.1万 | 7.0万股 | $235.1万 | 6.9万股 | +1,132股+1.64% | 加仓 |
 COHEN & STEERS QUALITY INCOMRQI |
| 0.91% | 0.95% | $253.1万 | 20.6万股 | $238.8万 | 19.8万股 | +7,415股+3.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.91% | 0.81% | $251.9万 | 7,129股 | $202.0万 | 7,041股 | +88股+1.25% | 加仓 |
 博通AVGO |
| 0.91% | 0.84% | $251.9万 | 6,667股 | $211.9万 | 6,846股 | -179股-2.61% | 减仓 |
 特斯拉TSLA |
| 0.87% | 0.74% | $240.8万 | 5,726股 | $184.5万 | 4,962股 | +764股+15.40% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.83% | 0.78% | $231.7万 | 2.8万股 | $194.5万 | 2.7万股 | +790股+2.89% | 加仓 |
| A美国世纪ETF信托AVMC |
| 0.82% | 0.71% | $227.7万 | 2.8万股 | $177.3万 | 2.5万股 | +3,833股+15.62% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.79% | 0.87% | $220.1万 | 4.7万股 | $217.2万 | 4.6万股 | +758股+1.64% | 加仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.78% | 0.69% | $217.7万 | 8,782股 | $173.0万 | 8,616股 | +166股+1.93% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.74% | 0.88% | $206.5万 | 4.2万股 | $220.5万 | 4.3万股 | -969股-2.23% | 减仓 |
| FFIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUNDFEMS |
| 0.72% | 0.82% | $201.3万 | 4.4万股 | $206.2万 | 4.5万股 | -1,162股-2.57% | 减仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 0.7% | 0.65% | $196.1万 | 6.7万股 | $164.2万 | 6.4万股 | +2,418股+3.76% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 0.67% | 0.78% | $187.4万 | 2.0万股 | $195.0万 | 2.1万股 | -1,071股-5.09% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.64% | 0.47% | $178.4万 | 3,182股 | $117.0万 | 2,755股 | +427股+15.50% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.6% | 0.56% | $166.2万 | 2.0万股 | $140.8万 | 2.1万股 | -125股-0.61% | 减仓 |
 埃克森美孚XOM |
| 0.58% | 1.01% | $161.1万 | 1.2万股 | $253.3万 | 1.5万股 | -3,147股-21.08% | 减仓 |
 谷歌AGOOGL |
| 0.57% | 0.53% | $160.0万 | 4,476股 | $132.7万 | 4,615股 | -139股-3.01% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.56% | 0.8% | $154.6万 | 2.6万股 | $200.1万 | 3.3万股 | -7,597股-22.69% | 减仓 |
 台积电TSM |
| 0.55% | 0.43% | $153.2万 | 3,209股 | $108.5万 | 3,210股 | -1股-0.03% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.55% | 0.54% | $152.3万 | 4.1万股 | $136.6万 | 3.8万股 | +2,447股+6.37% | 加仓 |
 COLUMBIA BKG SYSCOLB |
| 0.53% | 0.5% | $146.8万 | 4.6万股 | $124.7万 | 4.5万股 | +331股+0.73% | 加仓 |
| IiShares安硕信托ICVT |
| 0.51% | 0.49% | $141.5万 | 1.2万股 | $122.3万 | 1.2万股 | -387股-3.22% | 减仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.5% | 0.57% | $140.2万 | 3.1万股 | $141.9万 | 3.2万股 | -344股-1.09% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.5% | 0.55% | $137.7万 | 5,289股 | $137.8万 | 5,577股 | -288股-5.16% | 减仓 |
| FFT VEST LAD AUTO CALL BARRIERACYN |
| 0.49% | 0.09% | $135.8万 | 6.5万股 | $21.6万 | 1.1万股 | +5.5万股+515.30% | 加仓 |
