 希捷STX |
| 19.47% | 12.59% | $4,884.1万 | 5.1万股 | $2,566.3万 | 6.6万股 | -1.5万股-22.74% | 减仓 |
| V先锋领航指数基金VB |
| 17.04% | 18.35% | $4,275.9万 | 14.1万股 | $3,739.5万 | 14.3万股 | -1,710股-1.20% | 减仓 |
| V先锋领航指数基金VOO |
| 16.33% | 17.51% | $4,095.9万 | 6.0万股 | $3,569.9万 | 6.0万股 | -107股-0.18% | 减仓 |
| V先锋领航·FTSEVEA |
| 14.01% | 15.95% | $3,515.0万 | 49.3万股 | $3,250.2万 | 50.7万股 | -1.4万股-2.74% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 8.67% | 9.27% | $2,174.0万 | 69.9万股 | $1,890.2万 | 67.9万股 | +2.0万股+3.00% | 加仓 |
| V先锋领航指数基金VOT |
| 2.98% | 3.12% | $748.3万 | 2.4万股 | $635.1万 | 2.5万股 | -248股-1.00% | 减仓 |
| IiShares安硕信托IVV |
| 2.29% | 2.44% | $574.1万 | 7,666股 | $498.2万 | 7,626股 | +40股+0.52% | 加仓 |
 莫德纳MRNA |
| 1.82% | 1.35% | $457.8万 | 6.6万股 | $274.9万 | 5.7万股 | +8,689股+15.24% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.72% | 1.93% | $430.7万 | 5.1万股 | $392.4万 | 5.2万股 | -820股-1.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.38% | 1% | $347.1万 | 9,822股 | $203.4万 | 7,090股 | +2,732股+38.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.23% | 1.59% | $308.1万 | 6,158股 | $324.8万 | 6,778股 | -620股-9.15% | 减仓 |
 MINERALS TECHNOLOGIESMTX |
| 1.06% | 1.32% | $266.4万 | 3.6万股 | $269.6万 | 3.8万股 | -2,000股-5.26% | 减仓 |
 苹果AAPL |
| 0.85% | 0.96% | $212.8万 | 7,354股 | $196.7万 | 7,749股 | -395股-5.10% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.52% | 0.56% | $130.8万 | 1.5万股 | $113.2万 | 1.5万股 | +624股+4.25% | 加仓 |
| IiShares安硕信托USXF |
| 0.5% | 0.49% | $126.5万 | 1.8万股 | $100.4万 | 1.8万股 | +29股+0.16% | 加仓 |
 微软MSFT |
| 0.49% | 0.6% | $122.6万 | 3,287股 | $121.7万 | 3,288股 | -1股-0.03% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.49% | 0.51% | $122.5万 | 2.2万股 | $103.7万 | 2.2万股 | -154股-0.70% | 减仓 |
 埃克森美孚XOM |
| 0.41% | 0.72% | $103.3万 | 7,558股 | $146.7万 | 8,648股 | -1,090股-12.60% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.38% | 0.4% | $95.7万 | 7,708股 | $82.2万 | 1,927股 | +5,781股+300.00% | 加仓 |
| V先锋领航·MIDVO |
| 0.37% | 0.41% | $93.6万 | 1.2万股 | $83.4万 | 2,905股 | +8,716股+300.03% | 加仓 |
 CROWN CASTLE COMCCI |
| 0.37% | 0.57% | $93.0万 | 1.2万股 | $116.1万 | 1.4万股 | -2,000股-14.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.39% | $91.0万 | 1,219股 | $79.6万 | 1,224股 | -5股-0.41% | 减仓 |
| V先锋领航指数基金VUG |
| 0.35% | 0.42% | $88.7万 | 1.0万股 | $85.0万 | 1,947股 | +8,348股+428.76% | 加仓 |
 REVVITYRVTY |
| 0.33% | 0.36% | $82.0万 | 7,372股 | $72.4万 | 8,260股 | -888股-10.75% | 减仓 |
 强生JNJ |
| 0.32% | 0.38% | $80.4万 | 3,167股 | $78.3万 | 3,203股 | -36股-1.12% | 减仓 |
 艾伯维ABBV |
| 0.32% | 0.35% | $80.4万 | 3,196股 | $70.9万 | 3,262股 | -66股-2.02% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.29% | 0.32% | $72.0万 | 7,003股 | $66.1万 | 6,911股 | +92股+1.33% | 加仓 |
 博通AVGO |
| 0.28% | 0.29% | $71.2万 | 1,884股 | $58.3万 | 1,883股 | +1股+0.05% | 加仓 |
| G通用动力VTI |
| 0.28% | 0.3% | $70.7万 | 1,911股 | $61.2万 | 1,907股 | +4股+0.21% | 加仓 |
| IiShares安硕·COREIJR |
| 0.23% | 0.24% | $58.3万 | 3,931股 | $49.0万 | 3,945股 | -14股-0.35% | 减仓 |
| IiShares安硕信托IWD |
| 0.22% | 0.24% | $56.0万 | 2,310股 | $49.4万 | 2,310股 | 00.00% | 持仓不变 |
| F富达·COMWLTH TRONEQ |
| 0.2% | 0.21% | $51.3万 | 4,969股 | $42.2万 | 4,969股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.2% | 0.22% | $51.0万 | 3,480股 | $44.8万 | 3,499股 | -19股-0.54% | 减仓 |
 雪佛龙CVX |
| 0.19% | 0.3% | $48.9万 | 2,949股 | $62.0万 | 2,997股 | -48股-1.60% | 减仓 |
 谷歌AGOOGL |
| 0.18% | 0.19% | $46.3万 | 1,295股 | $38.7万 | 1,346股 | -51股-3.79% | 减仓 |
 KRAFT HEINZ COMKHC |
| 0.18% | 0.21% | $44.0万 | 1.9万股 | $41.9万 | 1.9万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.17% | — | $42.4万 | 730股 | $0 | 0股 | +730股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.17% | 0.17% | $41.6万 | 2,694股 | $35.6万 | 2,692股 | +2股+0.07% | 加仓 |
 台积电TSM |
| 0.17% | 0.17% | $41.5万 | 870股 | $34.8万 | 1,030股 | -160股-15.53% | 减仓 |
 迪士尼DIS |
| 0.15% | 0.19% | $38.5万 | 4,000股 | $38.5万 | 3,990股 | +10股+0.25% | 加仓 |
 默沙东MRK |
| 0.15% | 0.22% | $38.4万 | 2,990股 | $44.2万 | 3,675股 | -685股-18.64% | 减仓 |
| SSPDR道富指数基金EFAX |
| 0.15% | 0.17% | $38.3万 | 7,073股 | $34.7万 | 6,967股 | +106股+1.52% | 加仓 |
 卡特彼勒CAT |
| 0.15% | 0.12% | $37.3万 | 350股 | $24.8万 | 350股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.15% | 0.14% | $37.1万 | 1,559股 | $28.8万 | 1,383股 | +176股+12.73% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.13% | 0.14% | $33.2万 | 1,500股 | $28.4万 | 1,500股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.13% | 0.14% | $31.5万 | 4,091股 | $27.6万 | 4,091股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.12% | 0.14% | $31.0万 | 3,154股 | $29.1万 | 3,154股 | 00.00% | 持仓不变 |
| SSSGA ACTIVE ETF TRWIP |
| 0.12% | 0.15% | $30.5万 | 7,738股 | $30.4万 | 7,653股 | +85股+1.11% | 加仓 |
 可口可乐KO |
| 0.12% | 0.14% | $30.5万 | 3,749股 | $28.9万 | 3,802股 | -53股-1.39% | 减仓 |
| IIBMIBM |
| 0.12% | — | $29.9万 | 1,062股 | $0 | 0股 | +1,062股 | 新买入 |
