 苹果AAPL |
| 3.12% | 3.21% | $1,541.9万 | 5.3万股 | $1,255.1万 | 4.9万股 | +3,832股+7.75% | 加仓 |
 英伟达NVDA |
| 2.44% | 2.44% | $1,206.5万 | 6.0万股 | $953.9万 | 5.5万股 | +5,606股+10.25% | 加仓 |
 微软MSFT |
| 2.04% | 2.31% | $1,006.1万 | 2.7万股 | $904.9万 | 2.4万股 | +2,528股+10.34% | 加仓 |
| V先锋领航指数基金VTV |
| 1.85% | 1.53% | $915.9万 | 4.2万股 | $598.7万 | 3.1万股 | +1.2万股+37.73% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.81% | 0.93% | $896.3万 | 10.7万股 | $365.8万 | 4.9万股 | +5.8万股+119.75% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.71% | 1.41% | $844.1万 | 2.4万股 | $552.9万 | 1.9万股 | +4,615股+23.94% | 加仓 |
| S道富SPYM |
| 1.65% | 1.32% | $815.2万 | 9.3万股 | $518.2万 | 6.8万股 | +2.5万股+37.02% | 加仓 |
| IiShares安硕信托IVV |
| 1.43% | 1.07% | $706.3万 | 9,431股 | $420.6万 | 6,439股 | +2,992股+46.47% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.39% | 1.3% | $687.8万 | 3.6万股 | $510.1万 | 3.8万股 | -2,281股-5.94% | 减仓 |
 博通AVGO |
| 1.35% | 1.11% | $668.0万 | 1.8万股 | $433.7万 | 1.4万股 | +3,669股+26.18% | 加仓 |
| IiShares安硕信托EFG |
| 1.35% | 1.08% | $665.0万 | 5.3万股 | $424.8万 | 3.8万股 | +1.5万股+40.14% | 加仓 |
 谷歌AGOOGL |
| 1.32% | 1.23% | $651.2万 | 1.8万股 | $481.8万 | 1.7万股 | +1,466股+8.75% | 加仓 |
 亚马逊AMZN |
| 1.3% | 1.26% | $643.8万 | 2.7万股 | $493.6万 | 2.4万股 | +3,314股+13.98% | 加仓 |
| IiShares安硕信托EFV |
| 1.22% | 1.16% | $602.9万 | 7.9万股 | $454.2万 | 6.1万股 | +1.8万股+28.92% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.17% | 0.95% | $577.9万 | 2.9万股 | $371.0万 | 2.0万股 | +9,118股+45.30% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.1% | 1.22% | $542.2万 | 4.6万股 | $477.9万 | 4.9万股 | -3,248股-6.65% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 1.08% | 0.94% | $535.5万 | 5.4万股 | $367.9万 | 4.4万股 | +1.1万股+24.77% | 加仓 |
| TTCW ETF TRUSTXB |
| 1.04% | 0.78% | $514.3万 | 13.1万股 | $305.7万 | 7.8万股 | +5.3万股+68.48% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.02% | 0.78% | $505.8万 | 19.1万股 | $304.5万 | 11.6万股 | +7.4万股+64.08% | 加仓 |
| V先锋领航指数基金VUG |
| 0.94% | 0.75% | $462.9万 | 5.4万股 | $294.2万 | 6,734股 | +4.7万股+698.04% | 加仓 |
| IiShares安硕信托IEUR |
| 0.91% | 0.92% | $449.0万 | 6.0万股 | $359.0万 | 5.1万股 | +8,645股+16.92% | 加仓 |
| V先锋领航指数基金VB |
| 0.89% | 0.69% | $439.0万 | 1.4万股 | $270.2万 | 1.0万股 | +4,169股+40.42% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.89% | 0.68% | $438.9万 | 9.5万股 | $265.4万 | 5.8万股 | +3.8万股+65.43% | 加仓 |
| S道富SPYV |
| 0.89% | 1.06% | $437.7万 | 7.2万股 | $415.0万 | 7.3万股 | -1,355股-1.85% | 减仓 |
| V先锋领航指数基金VOT |
| 0.88% | 0.68% | $435.3万 | 1.4万股 | $266.2万 | 1.0万股 | +3,867股+37.38% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.88% | 1.05% | $432.8万 | 8.1万股 | $412.1万 | 8.3万股 | -2,728股-3.27% | 减仓 |
 摩根大通JPM |
| 0.76% | 0.78% | $373.7万 | 1.1万股 | $304.2万 | 1.0万股 | +1,076股+10.41% | 加仓 |
 Meta平台META |
| 0.74% | 0.89% | $367.3万 | 6,521股 | $347.0万 | 6,066股 | +455股+7.50% | 加仓 |
 Targa资源TRGP |
| 0.74% | 0.88% | $365.9万 | 1.4万股 | $345.1万 | 1.4万股 | -116股-0.84% | 减仓 |
| IiShares安硕信托TLT |
| 0.74% | 0.54% | $365.4万 | 4.2万股 | $210.5万 | 2.4万股 | +1.8万股+74.14% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.72% | 0.73% | $353.8万 | 4.5万股 | $285.9万 | 3.6万股 | +8,697股+24.11% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.71% | 0.51% | $352.0万 | 7.3万股 | $197.9万 | 4.1万股 | +3.1万股+75.91% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.7% | 0.57% | $344.5万 | 5.1万股 | $223.5万 | 3.5万股 | +1.6万股+45.78% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 0.69% | 0.62% | $342.4万 | 2.5万股 | $242.2万 | 2.1万股 | +4,740股+22.93% | 加仓 |
 礼来LLY |
| 0.69% | 0.66% | $342.2万 | 2,853股 | $257.5万 | 2,800股 | +53股+1.89% | 加仓 |
 VisaV |
| 0.67% | 0.64% | $332.4万 | 9,691股 | $251.8万 | 8,332股 | +1,359股+16.31% | 加仓 |
| PPGIM PORTFOLIO BALLAST ETFPBL |
| 0.67% | 0.55% | $331.3万 | 10.0万股 | $214.9万 | 7.2万股 | +2.8万股+39.43% | 加仓 |
| WWISDOMTREE EQUITY PREMIUM INCOME FUNDWTPI |
| 0.63% | 0.28% | $313.5万 | 9.6万股 | $108.4万 | 3.4万股 | +6.2万股+181.37% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.63% | 0.5% | $311.7万 | 4.1万股 | $197.2万 | 2.6万股 | +1.5万股+59.08% | 加仓 |
| IiShares安硕信托IUSB |
| 0.63% | 0.53% | $311.4万 | 6.7万股 | $208.0万 | 4.5万股 | +2.2万股+49.83% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.61% | 0.77% | $300.6万 | 15.7万股 | $303.4万 | 15.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 0.6% | 0.9% | $296.0万 | 2.5万股 | $354.3万 | 3.0万股 | -4,672股-15.64% | 减仓 |
 台积电TSM |
| 0.58% | 0.5% | $285.9万 | 5,987股 | $197.5万 | 5,844股 | +143股+2.45% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.57% | 0.66% | $281.8万 | 1.8万股 | $260.1万 | 1.8万股 | +26股+0.15% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.54% | 1.55% | $269.1万 | 5.3万股 | $605.2万 | 13.3万股 | -7.9万股-59.72% | 减仓 |
 万事达MA |
| 0.54% | 0.62% | $267.1万 | 5,200股 | $243.8万 | 4,878股 | +322股+6.60% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.58% | $266.1万 | 5,317股 | $227.0万 | 4,737股 | +580股+12.24% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.52% | 0.45% | $255.6万 | 3.8万股 | $176.9万 | 3.0万股 | +7,179股+23.61% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.51% | 0.66% | $249.6万 | 6.8万股 | $257.4万 | 6.8万股 | -136股-0.20% | 减仓 |
 美光科技MU |
| 0.49% | 0.14% | $239.7万 | 2,077股 | $54.1万 | 1,600股 | +477股+29.81% | 加仓 |
