 苹果AAPL |
| 4.61% | 4.51% | $1.17亿 | 40.4万股 | $1.02亿 | 40.1万股 | +2,570股+0.64% | 加仓 |
| IiShares安硕信托IVV |
| 3.4% | 3.04% | $8,599.2万 | 11.5万股 | $6,879.0万 | 10.5万股 | +9,514股+9.03% | 加仓 |
 QUANTA SVCSPWR |
| 2.55% | 2.35% | $6,465.5万 | 9.0万股 | $5,308.0万 | 9.7万股 | -6,889股-7.13% | 减仓 |
| S嘉信·USSCHX |
| 2.14% | 2.07% | $5,430.4万 | 184.5万股 | $4,673.5万 | 182.3万股 | +2.2万股+1.23% | 加仓 |
| S嘉信策略信托SCHF |
| 2.05% | 2.05% | $5,181.4万 | 187.1万股 | $4,625.0万 | 186.9万股 | +1,829股+0.10% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.87% | 1.76% | $4,746.8万 | 140.3万股 | $3,982.1万 | 136.7万股 | +3.6万股+2.61% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.78% | 1.68% | $4,509.6万 | 49.4万股 | $3,789.2万 | 47.0万股 | +2.4万股+5.18% | 加仓 |
 微软MSFT |
| 1.73% | 1.91% | $4,389.6万 | 11.8万股 | $4,321.9万 | 11.7万股 | +924股+0.79% | 加仓 |
| IiShares安硕信托AGG |
| 1.54% | 1.62% | $3,895.5万 | 39.4万股 | $3,668.8万 | 37.0万股 | +2.4万股+6.49% | 加仓 |
 思科CSCO |
| 1.52% | 1.14% | $3,838.1万 | 32.7万股 | $2,583.2万 | 33.3万股 | -6,170股-1.85% | 减仓 |
 AVANTIS INTLNGG |
| 1.48% | 1.03% | $3,749.7万 | 42.0万股 | $2,335.2万 | 27.5万股 | +14.5万股+52.72% | 加仓 |
| V先锋领航·TOTALBND |
| 1.25% | 1.31% | $3,164.3万 | 43.1万股 | $2,950.9万 | 40.1万股 | +3.0万股+7.57% | 加仓 |
| V先锋领航指数基金VOO |
| 1.17% | 1.02% | $2,961.6万 | 4.3万股 | $2,304.9万 | 3.9万股 | +4,549股+11.79% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.13% | 1.35% | $2,870.4万 | 108.2万股 | $3,045.7万 | 116.2万股 | -8.0万股-6.89% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.07% | 0.96% | $2,718.4万 | 21.9万股 | $2,161.6万 | 5.1万股 | +16.8万股+331.84% | 加仓 |
| V先锋领航指数基金VTV |
| 1.05% | 0.93% | $2,660.1万 | 12.2万股 | $2,108.2万 | 10.7万股 | +1.5万股+13.59% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.95% | 0.96% | $2,411.3万 | 34.5万股 | $2,164.8万 | 34.7万股 | -1,675股-0.48% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.95% | 0.91% | $2,407.5万 | 54.3万股 | $2,068.2万 | 53.2万股 | +1.1万股+1.97% | 加仓 |
 强生JNJ |
| 0.92% | 0.97% | $2,337.5万 | 9.2万股 | $2,193.1万 | 9.0万股 | +2,320股+2.59% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.92% | 1.03% | $2,317.6万 | 50.3万股 | $2,336.4万 | 50.7万股 | -3,877股-0.76% | 减仓 |
| S嘉信·USSCHA |
| 0.91% | 1.01% | $2,295.4万 | 63.5万股 | $2,287.3万 | 78.7万股 | -15.1万股-19.23% | 减仓 |
 英伟达NVDA |
| 0.89% | 0.85% | $2,262.4万 | 11.3万股 | $1,914.0万 | 11.0万股 | +3,322股+3.03% | 加仓 |
 亚马逊AMZN |
| 0.85% | 0.82% | $2,156.0万 | 9.0万股 | $1,853.4万 | 8.9万股 | +1,466股+1.65% | 加仓 |
| V先锋领航·MIDVO |
| 0.85% | 0.84% | $2,156.0万 | 26.8万股 | $1,891.5万 | 6.6万股 | +20.2万股+306.28% | 加仓 |
 博通AVGO |
| 0.83% | 0.75% | $2,102.1万 | 5.6万股 | $1,685.7万 | 5.4万股 | +1,184股+2.17% | 加仓 |
 家得宝HD |
| 0.82% | 0.83% | $2,088.6万 | 5.9万股 | $1,875.6万 | 5.7万股 | +2,192股+3.84% | 加仓 |
 宝洁PG |
| 0.77% | 0.86% | $1,962.9万 | 13.4万股 | $1,941.7万 | 13.4万股 | -575股-0.43% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.76% | 0.55% | $1,916.6万 | 10.1万股 | $1,247.1万 | 9.4万股 | +6,765股+7.21% | 加仓 |
 沃尔玛WMT |
| 0.75% | 0.93% | $1,896.6万 | 16.7万股 | $2,093.5万 | 16.8万股 | -994股-0.59% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.75% | 0.74% | $1,893.3万 | 8.0万股 | $1,663.9万 | 7.7万股 | +2,644股+3.42% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.75% | 0.75% | $1,891.8万 | 55.2万股 | $1,702.1万 | 50.9万股 | +4.3万股+8.53% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.72% | 0.78% | $1,835.9万 | 18.2万股 | $1,768.9万 | 17.6万股 | +6,219股+3.54% | 加仓 |
 摩根大通JPM |
| 0.7% | 0.71% | $1,766.8万 | 5.4万股 | $1,595.8万 | 5.4万股 | -273股-0.50% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.68% | 0.77% | $1,729.4万 | 18.8万股 | $1,747.7万 | 18.9万股 | -1,537股-0.81% | 减仓 |
 艾默生电气EMR |
| 0.63% | 0.62% | $1,598.8万 | 11.2万股 | $1,409.2万 | 10.8万股 | +4,125股+3.84% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.67% | $1,547.4万 | 3.1万股 | $1,507.7万 | 3.1万股 | -538股-1.71% | 减仓 |
 艾伯维ABBV |
| 0.59% | 0.55% | $1,498.0万 | 6.0万股 | $1,245.7万 | 5.7万股 | +2,257股+3.94% | 加仓 |
 埃克森美孚XOM |
| 0.59% | 0.81% | $1,495.6万 | 10.9万股 | $1,823.8万 | 10.7万股 | +1,896股+1.76% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 0.58% | 0.72% | $1,468.0万 | 59.0万股 | $1,638.2万 | 66.1万股 | -7.1万股-10.78% | 减仓 |
| VVanEck Russia ETFBBH |
| 0.57% | 0.88% | $1,448.2万 | 13.9万股 | $1,987.7万 | 20.6万股 | -6.6万股-32.23% | 减仓 |
| Q高通QCOM |
| 0.56% | 0.43% | $1,429.3万 | 7.7万股 | $982.4万 | 7.6万股 | +1,063股+1.39% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.55% | 0.64% | $1,394.8万 | 43.6万股 | $1,449.1万 | 43.2万股 | +4,112股+0.95% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.54% | 0.59% | $1,371.8万 | 25.4万股 | $1,327.7万 | 25.2万股 | +2,391股+0.95% | 加仓 |
 雪佛龙CVX |
| 0.53% | 0.73% | $1,348.0万 | 8.1万股 | $1,640.8万 | 7.9万股 | +2,016股+2.54% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.53% | 0.33% | $1,343.0万 | 28.6万股 | $743.3万 | 15.8万股 | +12.8万股+81.23% | 加仓 |
| AAvantis·U SAVUV |
| 0.53% | 0.31% | $1,342.6万 | 10.8万股 | $693.8万 | 6.3万股 | +4.5万股+71.35% | 加仓 |
| V先锋领航指数基金VUG |
| 0.53% | 0.49% | $1,336.4万 | 15.5万股 | $1,107.3万 | 2.5万股 | +13.0万股+512.00% | 加仓 |
| C资本集团股息价值CCBG |
| 0.52% | 0.69% | $1,318.6万 | 26.8万股 | $1,552.7万 | 36.5万股 | -9.7万股-26.69% | 减仓 |
| B纽约梅隆银行BK |
| 0.52% | 0.47% | $1,311.2万 | 9.1万股 | $1,069.6万 | 9.0万股 | +511股+0.57% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.5% | 0.55% | $1,277.6万 | 48.8万股 | $1,250.0万 | 47.6万股 | +1.2万股+2.52% | 加仓 |
