 伯克希尔哈撒韦BRK.A |
| 18.98% | 18.58% | $1.96亿 | 262股 | $1.88亿 | 262股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.27% | 7.03% | $7,519.6万 | 31.5万股 | $7,110.5万 | 26.1万股 | +5.5万股+20.99% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.06% | 3.97% | $4,198.7万 | 17.7万股 | $4,020.2万 | 17.6万股 | +1,165股+0.66% | 加仓 |
 苹果AAPL |
| 3.63% | 3.79% | $3,753.4万 | 13.0万股 | $3,836.1万 | 13.1万股 | -1,069股-0.82% | 减仓 |
| IiShares安硕信托ICSH |
| 3.23% | 3.18% | $3,340.6万 | 66.0万股 | $3,218.6万 | 63.7万股 | +2.3万股+3.61% | 加仓 |
 谷歌AGOOGL |
| 3.19% | 3.27% | $3,299.5万 | 9.2万股 | $3,311.3万 | 8.3万股 | +9,708股+11.75% | 加仓 |
| IiShares安硕信托SGOV |
| 2.87% | 2.86% | $2,967.6万 | 29.5万股 | $2,888.2万 | 28.7万股 | +7,354股+2.56% | 加仓 |
 英伟达NVDA |
| 2.55% | 2.83% | $2,641.1万 | 13.2万股 | $2,863.9万 | 13.3万股 | -1,085股-0.82% | 减仓 |
 微软MSFT |
| 2.24% | 2.55% | $2,318.6万 | 6.2万股 | $2,576.6万 | 6.2万股 | +89股+0.14% | 加仓 |
 杜克能源DUK |
| 2% | 2.01% | $2,070.6万 | 16.4万股 | $2,032.8万 | 16.4万股 | -129股-0.08% | 减仓 |
| IiShares安硕·COREIJR |
| 1.85% | 1.76% | $1,907.9万 | 12.9万股 | $1,780.7万 | 12.9万股 | -71股-0.06% | 减仓 |
 摩根大通JPM |
| 1.75% | 1.66% | $1,806.9万 | 5.5万股 | $1,684.2万 | 5.6万股 | -548股-0.98% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.7% | $1,707.4万 | 2.3万股 | $1,716.9万 | 2.3万股 | -412股-1.77% | 减仓 |
 礼来LLY |
| 1.63% | 1.33% | $1,686.0万 | 1.4万股 | $1,347.2万 | 1.4万股 | -147股-1.03% | 减仓 |
 沃尔玛WMT |
| 1.26% | 1.5% | $1,304.8万 | 11.5万股 | $1,514.4万 | 11.6万股 | -905股-0.78% | 减仓 |
 强生JNJ |
| 1.21% | 1.09% | $1,251.2万 | 4.9万股 | $1,099.6万 | 5.0万股 | -417股-0.84% | 减仓 |
 万事达MA |
| 1.18% | 1.17% | $1,220.0万 | 2.4万股 | $1,184.0万 | 2.4万股 | -142股-0.59% | 减仓 |
| BBANK OF AMERBAC |
| 1.15% | 1.06% | $1,187.1万 | 20.8万股 | $1,071.8万 | 20.9万股 | -547股-0.26% | 减仓 |
 思科CSCO |
| 1.07% | 0.95% | $1,110.6万 | 9.5万股 | $957.3万 | 9.9万股 | -4,576股-4.62% | 减仓 |
 家得宝HD |
| 0.98% | 0.89% | $1,014.3万 | 2.9万股 | $900.0万 | 2.8万股 | +410股+1.45% | 加仓 |
| V先锋领航指数基金VUG |
| 0.91% | 0.96% | $941.3万 | 10.9万股 | $975.3万 | 11.2万股 | -3,041股-2.71% | 减仓 |
| IiShares安硕信托IEFA |
| 0.91% | 0.93% | $938.8万 | 9.7万股 | $943.4万 | 9.7万股 | +245股+0.25% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 0.82% | $874.3万 | 1.7万股 | $830.5万 | 1.7万股 | +23股+0.13% | 加仓 |
 AMGEN COMAMGN |
| 0.82% | 0.77% | $852.5万 | 2.4万股 | $774.4万 | 2.3万股 | +197股+0.84% | 加仓 |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 0.81% | 0.8% | $839.0万 | 16.7万股 | $812.8万 | 16.2万股 | +4,945股+3.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.9% | $807.2万 | 2.3万股 | $911.7万 | 2.3万股 | -118股-0.51% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.78% | 0.73% | $804.2万 | 4.2万股 | $740.6万 | 4.2万股 | +21股+0.05% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.74% | 0.76% | $764.7万 | 15.2万股 | $765.3万 | 15.2万股 | +35股+0.02% | 加仓 |
 艾伯维ABBV |
| 0.74% | 0.61% | $762.9万 | 3.0万股 | $614.8万 | 3.1万股 | -185股-0.61% | 减仓 |
 CrowdStrikeCRWD |
| 0.73% | 0.53% | $752.5万 | 9,861股 | $532.0万 | 1.0万股 | -220股-2.18% | 减仓 |
 可口可乐KO |
| 0.73% | 0.72% | $751.2万 | 9.2万股 | $728.6万 | 9.3万股 | -475股-0.51% | 减仓 |
 宝洁PG |
| 0.66% | 0.67% | $685.2万 | 4.7万股 | $682.3万 | 4.7万股 | +131股+0.28% | 加仓 |
 Meta平台META |
| 0.62% | 0.69% | $643.1万 | 1.1万股 | $694.9万 | 1.1万股 | +18股+0.16% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.61% | 0.58% | $631.3万 | 2.1万股 | $583.3万 | 2.1万股 | +487股+2.37% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.59% | 0.6% | $613.3万 | 31.3万股 | $611.5万 | 31.1万股 | +1,646股+0.53% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.57% | 0.56% | $585.5万 | 10.9万股 | $561.8万 | 11.0万股 | -434股-0.40% | 减仓 |
| IiShares安硕信托IBDR |
| 0.55% | 0.58% | $571.9万 | 23.6万股 | $582.3万 | 24.1万股 | -4,575股-1.90% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.55% | 0.53% | $569.2万 | 2.3万股 | $539.7万 | 2.3万股 | -50股-0.22% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.54% | 0.54% | $561.5万 | 27.6万股 | $543.5万 | 26.6万股 | +9,879股+3.72% | 加仓 |
 TJXTJX |
| 0.53% | 0.55% | $545.7万 | 3.6万股 | $555.7万 | 3.6万股 | -220股-0.61% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.53% | 0.53% | $543.4万 | 10.1万股 | $532.1万 | 10.1万股 | -645股-0.64% | 减仓 |
 麦当劳MCD |
| 0.52% | 0.55% | $541.6万 | 2.0万股 | $552.7万 | 2.0万股 | -8股-0.04% | 减仓 |
| F第一信托·USTCIBR |
| 0.52% | 0.45% | $538.1万 | 6.0万股 | $453.6万 | 6.0万股 | -335股-0.56% | 减仓 |
 雪佛龙CVX |
| 0.46% | 0.52% | $475.3万 | 2.9万股 | $523.7万 | 2.9万股 | -157股-0.54% | 减仓 |
 雷神技术RTX |
| 0.46% | 0.44% | $474.8万 | 2.5万股 | $440.4万 | 2.5万股 | +15股+0.06% | 加仓 |
| IiShares安硕信托IBDT |
| 0.44% | 0.43% | $457.4万 | 18.1万股 | $436.4万 | 17.3万股 | +8,460股+4.90% | 加仓 |
 南方电力SO |
| 0.42% | 0.42% | $437.1万 | 4.6万股 | $425.3万 | 4.6万股 | -651股-1.41% | 减仓 |
| IiShares安硕信托IBDS |
| 0.41% | 0.4% | $426.5万 | 17.6万股 | $405.6万 | 16.8万股 | +8,401股+5.01% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.4% | 0.38% | $410.4万 | 22.1万股 | $387.3万 | 20.7万股 | +1.4万股+6.53% | 加仓 |
 百事可乐PEP |
| 0.4% | 0.46% | $409.6万 | 3.0万股 | $467.0万 | 3.0万股 | +51股+0.17% | 加仓 |
