 苹果AAPL |
| 18.06% | 19.7% | $1.10亿 | 43.3万股 | $1.21亿 | 44.4万股 | -1.1万股-2.55% | 减仓 |
| S嘉信策略信托SCHC |
| 5.74% | 5.27% | $3,493.3万 | 71.4万股 | $3,230.2万 | 71.4万股 | -553股-0.08% | 减仓 |
| IiShares安硕信托CMF |
| 4.37% | 4.11% | $2,660.9万 | 46.8万股 | $2,522.4万 | 43.9万股 | +2.9万股+6.61% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 3.89% | 3.4% | $2,364.4万 | 17.0万股 | $2,082.3万 | 17.0万股 | 00.00% | 持仓不变 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 3.33% | 3.2% | $2,025.8万 | 74.5万股 | $1,959.9万 | 73.8万股 | +7,116股+0.96% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 3.29% | 1.62% | $2,004.3万 | 37.3万股 | $995.6万 | 18.4万股 | +18.9万股+102.45% | 加仓 |
| IiShares安硕信托IUSB |
| 2.64% | 2.64% | $1,604.9万 | 34.7万股 | $1,619.2万 | 34.8万股 | -455股-0.13% | 减仓 |
| V先锋领航指数基金VOT |
| 2.39% | 2.52% | $1,453.3万 | 5.6万股 | $1,544.9万 | 5.5万股 | +1,128股+2.04% | 加仓 |
| I景顺·S&PSPHQ |
| 2.3% | 2.3% | $1,400.9万 | 18.6万股 | $1,408.0万 | 18.8万股 | -1,294股-0.69% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.22% | 2.38% | $1,353.2万 | 53.9万股 | $1,457.2万 | 55.6万股 | -1.6万股-2.96% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.16% | 2.12% | $1,314.3万 | 47.2万股 | $1,302.0万 | 47.8万股 | -6,585股-1.38% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.11% | 1.97% | $1,284.7万 | 7.0万股 | $1,210.0万 | 6.8万股 | +1,494股+2.19% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.01% | 2.15% | $1,222.5万 | 42.0万股 | $1,316.3万 | 40.4万股 | +1.6万股+4.00% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.94% | 1.82% | $1,180.5万 | 33.0万股 | $1,115.2万 | 33.1万股 | -589股-0.18% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.79% | 1.58% | $1,089.3万 | 21.8万股 | $969.6万 | 19.6万股 | +2.2万股+11.24% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.73% | 1.68% | $1,053.5万 | 34.5万股 | $1,028.3万 | 34.7万股 | -1,867股-0.54% | 减仓 |
| IiShares安硕信托MTUM |
| 1.73% | 1.8% | $1,053.0万 | 4.4万股 | $1,102.2万 | 4.4万股 | -155股-0.35% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 1.72% | 1.62% | $1,045.4万 | 22.5万股 | $994.5万 | 22.3万股 | +2,249股+1.01% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.62% | 1.6% | $988.3万 | 30.5万股 | $978.3万 | 31.0万股 | -5,741股-1.85% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.54% | 1.51% | $937.4万 | 20.5万股 | $928.4万 | 20.2万股 | +3,825股+1.90% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 1.51% | 1.41% | $920.9万 | 12.6万股 | $865.7万 | 12.1万股 | +4,699股+3.88% | 加仓 |
| IiShares安硕·COREIJH |
| 1.5% | 1.46% | $910.9万 | 13.5万股 | $897.1万 | 13.6万股 | -1,027股-0.76% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.4% | 1.05% | $853.2万 | 17.8万股 | $642.7万 | 13.3万股 | +4.5万股+33.50% | 加仓 |
| IINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETFPDN |
| 1.39% | 1.36% | $844.9万 | 19.5万股 | $834.5万 | 19.8万股 | -3,000股-1.52% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.35% | 1.31% | $820.3万 | 17.5万股 | $805.3万 | 17.2万股 | +2,842股+1.65% | 加仓 |
 英伟达NVDA |
| 1.29% | 1.42% | $783.2万 | 4.5万股 | $873.1万 | 4.7万股 | -1,906股-4.07% | 减仓 |
| F富兰克林邓普顿ETF信托FLJP |
| 1.2% | 1.05% | $727.6万 | 20.1万股 | $646.4万 | 18.8万股 | +1.3万股+7.18% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.16% | 1.28% | $705.5万 | 1.7万股 | $784.0万 | 1.7万股 | -20股-0.12% | 减仓 |
| IiShares安硕信托ISCG |
| 1.16% | 1.16% | $705.0万 | 12.9万股 | $711.3万 | 12.8万股 | +396股+0.31% | 加仓 |
| IiShares安硕信托IMTM |
| 1.01% | 1% | $612.2万 | 12.7万股 | $612.3万 | 12.8万股 | -154股-0.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.93% | 1.04% | $566.6万 | 2.0万股 | $638.7万 | 2.0万股 | -602股-2.96% | 减仓 |
| I景顺交易所交易基金IIIDHQ |
| 0.81% | 0.77% | $493.9万 | 14.0万股 | $471.2万 | 13.4万股 | +5,576股+4.16% | 加仓 |
 微软MSFT |
| 0.75% | 0.97% | $453.5万 | 1.2万股 | $594.2万 | 1.2万股 | -35股-0.28% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.73% | 0.69% | $446.2万 | 9.8万股 | $421.3万 | 9.5万股 | +2,874股+3.03% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.46% | $416.3万 | 5,876股 | $279.3万 | 4,875股 | +1,001股+20.53% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.68% | 0.65% | $411.3万 | 9.0万股 | $401.6万 | 8.9万股 | +1,230股+1.38% | 加仓 |
| WWISDOMTREE EQUITY PREMIUM INCOME FUNDWTPI |
| 0.61% | 0.61% | $369.3万 | 11.6万股 | $372.4万 | 11.3万股 | +2,951股+2.62% | 加仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.59% | 0.56% | $360.0万 | 13.4万股 | $346.0万 | 12.9万股 | +5,089股+3.95% | 加仓 |
| IiShares安硕信托IWD |
| 0.57% | 0.56% | $347.1万 | 1.6万股 | $343.4万 | 1.6万股 | -80股-0.49% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.56% | 0.5% | $341.5万 | 6.8万股 | $307.0万 | 6.1万股 | +7,410股+12.14% | 加仓 |
| IiShares安硕信托ITOT |
| 0.54% | 0.56% | $329.9万 | 2.3万股 | $346.5万 | 2.3万股 | +70股+0.30% | 加仓 |
| KKRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFIVOL |
| 0.52% | 0.53% | $317.2万 | 17.0万股 | $324.7万 | 16.9万股 | +76股+0.04% | 加仓 |
| IInnovator ETF信托BJAN |
| 0.52% | 0.52% | $313.5万 | 5.9万股 | $320.9万 | 5.8万股 | +505股+0.87% | 加仓 |
| S嘉信策略信托SCHD |
| 0.45% | 0.4% | $272.0万 | 8.9万股 | $243.6万 | 8.9万股 | -137股-0.15% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.42% | 0.41% | $258.5万 | 1.7万股 | $250.9万 | 1.7万股 | -25股-0.14% | 减仓 |
| IiShares安硕信托USXF |
| 0.41% | 0.43% | $249.9万 | 4.5万股 | $260.7万 | 4.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.41% | 0.4% | $249.3万 | 8,668股 | $246.8万 | 7,886股 | +782股+9.92% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.39% | 0.41% | $238.7万 | 4.4万股 | $248.8万 | 4.6万股 | -2,105股-4.55% | 减仓 |
| IiShares安硕信托IJJ |
| 0.36% | 0.36% | $221.6万 | 1.7万股 | $223.3万 | 1.7万股 | -244股-1.44% | 减仓 |
| IiShares安硕信托IQLT |
| 0.33% | 0.32% | $201.3万 | 4.4万股 | $198.8万 | 4.4万股 | -184股-0.42% | 减仓 |
