 礼来LLY |
| 11.12% | 9.72% | $1,160.7万 | 9,677股 | $853.0万 | 9,274股 | +403股+4.35% | 加仓 |
 苹果AAPL |
| 7.57% | 7.94% | $791.0万 | 2.7万股 | $696.7万 | 2.7万股 | -117股-0.43% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 7.3% | 7.52% | $762.5万 | 9.1万股 | $659.8万 | 8.8万股 | +3,194股+3.64% | 加仓 |
| PPGIM AAAPAAA |
| 6.07% | 6.43% | $634.2万 | 12.4万股 | $564.3万 | 11.0万股 | +1.3万股+12.19% | 加仓 |
| IiShares安硕信托ITA |
| 3.22% | 3.3% | $335.8万 | 1.4万股 | $289.2万 | 1.3万股 | +632股+4.78% | 加仓 |
 微软MSFT |
| 3% | 3.44% | $312.8万 | 8,386股 | $302.2万 | 8,164股 | +222股+2.72% | 加仓 |
 英伟达NVDA |
| 2.79% | 2.6% | $291.0万 | 1.5万股 | $227.8万 | 1.3万股 | +1,485股+11.37% | 加仓 |
| IINVESCO AI AND NEXT GEN SOFTWARE ETFIGPT |
| 2.58% | 1.69% | $269.3万 | 2.6万股 | $148.7万 | 2.6万股 | +263股+1.03% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.45% | 2.74% | $255.6万 | 7.3万股 | $240.6万 | 7.1万股 | +1,500股+2.10% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.36% | 2.33% | $246.2万 | 2.3万股 | $204.3万 | 2.2万股 | +965股+4.47% | 加仓 |
| S嘉信策略信托SCHE |
| 2.26% | 2.34% | $235.7万 | 6.5万股 | $205.6万 | 6.2万股 | +2,605股+4.18% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.23% | 0.7% | $233.0万 | 4,656股 | $61.6万 | 1,286股 | +3,370股+262.05% | 加仓 |
| V先锋领航全球基金VDE |
| 2.1% | 2.93% | $219.2万 | 1.5万股 | $256.9万 | 1.5万股 | -245股-1.65% | 减仓 |
| S嘉信策略信托SCHD |
| 1.97% | 1.95% | $205.8万 | 6.5万股 | $171.5万 | 5.6万股 | +9,009股+16.12% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.94% | 2.04% | $202.6万 | 6.0万股 | $179.3万 | 6.2万股 | -1,700股-2.76% | 减仓 |
| IiShares安硕信托IYT |
| 1.9% | 1.81% | $198.3万 | 2.3万股 | $158.8万 | 2.1万股 | +1,567股+7.36% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.77% | 1.4% | $185.1万 | 2.7万股 | $122.8万 | 2.1万股 | +6,114股+28.96% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.68% | — | $175.3万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 亚马逊AMZN |
| 1.63% | 1.63% | $170.0万 | 7,133股 | $143.0万 | 6,864股 | +269股+3.92% | 加仓 |
| IiShares安硕信托IVV |
| 1.54% | 1.5% | $161.2万 | 2,152股 | $131.9万 | 2,020股 | +132股+6.53% | 加仓 |
 DNP SELECT INCOMEDNP |
| 1.49% | 1.58% | $155.4万 | 14.4万股 | $138.6万 | 13.5万股 | +9,520股+7.08% | 加仓 |
| S道富SLYG |
| 1.42% | 1.31% | $148.7万 | 1.2万股 | $115.0万 | 1.2万股 | +585股+4.92% | 加仓 |
 摩根大通JPM |
| 1.27% | 1.37% | $132.6万 | 4,051股 | $120.6万 | 4,099股 | -48股-1.17% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.13% | 1.34% | $118.4万 | 2.6万股 | $118.0万 | 2.6万股 | +167股+0.65% | 加仓 |
| VVanEck ETF信托GDX |
| 1.03% | 1.55% | $107.4万 | 1.4万股 | $136.1万 | 1.5万股 | -596股-4.02% | 减仓 |
| AALPS ETF信托AMLP |
| 0.99% | 1.08% | $103.4万 | 2.0万股 | $94.5万 | 1.8万股 | +2,000股+11.14% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.94% | 1.01% | $98.1万 | 3.4万股 | $88.4万 | 3.5万股 | -1,360股-3.86% | 减仓 |
| V先锋领航指数基金VOO |
| 0.9% | 0.91% | $93.8万 | 1,365股 | $79.8万 | 1,336股 | +29股+2.17% | 加仓 |
| SSPDR黄金信托GLD |
| 0.89% | 1.2% | $93.1万 | 2,527股 | $104.9万 | 2,439股 | +88股+3.61% | 加仓 |
| V先锋领航指数基金VUG |
| 0.85% | 0.78% | $88.5万 | 1.0万股 | $68.4万 | 1,566股 | +8,711股+556.26% | 加仓 |
| V先锋领航指数基金VTV |
| 0.85% | 0.73% | $88.4万 | 4,056股 | $64.1万 | 3,269股 | +787股+24.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.84% | 0.87% | $87.5万 | 1,171股 | $76.2万 | 1,171股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.82% | 0.86% | $85.8万 | 3,912股 | $75.2万 | 3,920股 | -8股-0.20% | 减仓 |
 VisaV |
| 0.76% | 0.78% | $79.1万 | 2,305股 | $68.5万 | 2,265股 | +40股+1.77% | 加仓 |
| S道富SPSM |
| 0.75% | 0.75% | $78.0万 | 1.4万股 | $65.6万 | 1.4万股 | -56股-0.41% | 减仓 |
 雪佛龙CVX |
| 0.74% | 1.22% | $77.4万 | 4,669股 | $106.9万 | 5,169股 | -500股-9.67% | 减仓 |
 特斯拉TSLA |
| 0.73% | 0.65% | $76.5万 | 1,819股 | $57.0万 | 1,534股 | +285股+18.58% | 加仓 |
| IiShares安硕·COREIJH |
| 0.67% | 0.6% | $70.0万 | 9,073股 | $52.6万 | 7,793股 | +1,280股+16.42% | 加仓 |
 杜克能源DUK |
| 0.63% | 0.78% | $66.0万 | 5,218股 | $68.3万 | 5,218股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.47% | $61.3万 | 1,736股 | $41.3万 | 1,441股 | +295股+20.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.57% | 0.6% | $59.3万 | 2,505股 | $52.3万 | 2,434股 | +71股+2.92% | 加仓 |
 谷歌AGOOGL |
| 0.57% | 0.58% | $59.2万 | 1,658股 | $50.8万 | 1,767股 | -109股-6.17% | 减仓 |
| G通用动力VTI |
| 0.57% | 0.58% | $59.0万 | 1,595股 | $51.2万 | 1,595股 | 00.00% | 持仓不变 |
| AATLAS ENERGY SOLUTIONSAESI |
| 0.54% | 0.55% | $56.0万 | 3.4万股 | $48.1万 | 3.7万股 | -2,900股-7.92% | 减仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.54% | 0.58% | $56.0万 | 8,355股 | $50.6万 | 8,206股 | +149股+1.82% | 加仓 |
| IiShares安硕信托EFV |
| 0.47% | 0.55% | $49.2万 | 6,423股 | $48.0万 | 6,451股 | -28股-0.43% | 减仓 |
 Meta平台META |
| 0.45% | 0.57% | $47.2万 | 838股 | $49.7万 | 868股 | -30股-3.46% | 减仓 |
 GE航空GE |
| 0.44% | 0.4% | $46.1万 | 1,233股 | $35.2万 | 1,239股 | -6股-0.48% | 减仓 |
 GE VernovaGEV |
| 0.42% | 0.37% | $43.7万 | 372股 | $32.5万 | 372股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.41% | 0.45% | $42.6万 | 1.5万股 | $39.7万 | 1.6万股 | -650股-4.05% | 减仓 |
