 微软MSFT |
| 10.21% | 7.69% | $2,126.0万 | 4.3万股 | $1,466.7万 | 3.9万股 | +3,672股+9.40% | 加仓 |
 亚马逊AMZN |
| 8.4% | 7.09% | $1,749.9万 | 8.0万股 | $1,353.5万 | 7.1万股 | +8,621股+12.12% | 加仓 |
 英伟达NVDA |
| 5.86% | 4.59% | $1,220.3万 | 7.7万股 | $876.1万 | 8.1万股 | -3,597股-4.45% | 减仓 |
 苹果AAPL |
| 5.74% | 6.87% | $1,196.3万 | 5.8万股 | $1,311.4万 | 5.9万股 | -730股-1.24% | 减仓 |
| V先锋领航·SMALLVBR |
| 5.48% | 6.31% | $1,141.5万 | 5.9万股 | $1,203.4万 | 6.5万股 | -6,064股-9.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.47% | 5.23% | $931.3万 | 1.9万股 | $998.2万 | 1.9万股 | +430股+2.29% | 加仓 |
 万事达MA |
| 3.77% | 4.04% | $784.4万 | 1.4万股 | $770.3万 | 1.4万股 | -95股-0.68% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 3.56% | 3.79% | $742.2万 | 8.1万股 | $722.2万 | 8.5万股 | -4,196股-4.94% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.33% | 3.42% | $694.4万 | 3.4万股 | $653.4万 | 3.4万股 | +244股+0.72% | 加仓 |
| IiShares安硕信托PFF |
| 2.9% | 3.37% | $604.5万 | 19.7万股 | $643.3万 | 20.9万股 | -1.2万股-5.89% | 减仓 |
 摩根大通JPM |
| 2.31% | 2.11% | $480.7万 | 1.7万股 | $401.9万 | 1.6万股 | +198股+1.21% | 加仓 |
 好市多COST |
| 2.18% | 2.17% | $453.4万 | 4,580股 | $413.7万 | 4,374股 | +206股+4.71% | 加仓 |
| V先锋领航·HEALTHVHT |
| 2.16% | 2.46% | $450.9万 | 1.8万股 | $470.0万 | 1.8万股 | +401股+2.26% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 2.06% | 1.63% | $429.9万 | 3.8万股 | $310.8万 | 2.8万股 | +1.0万股+36.84% | 加仓 |
| V先锋领航指数基金VTV |
| 2.05% | 1.92% | $426.2万 | 2.4万股 | $366.2万 | 2.1万股 | +2,917股+13.76% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.7% | 1.57% | $353.2万 | 6.2万股 | $300.4万 | 5.9万股 | +2,860股+4.84% | 加仓 |
| S嘉信·USSCHP |
| 1.6% | 1.69% | $333.8万 | 12.5万股 | $322.7万 | 12.0万股 | +5,115股+4.26% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.43% | 1.58% | $297.3万 | 5.2万股 | $301.4万 | 5.3万股 | -450股-0.85% | 减仓 |
 史赛克SYK |
| 1.39% | 1.43% | $289.7万 | 7,323股 | $272.6万 | 7,323股 | 00.00% | 持仓不变 |
 OKTA CLASS AOKTA |
| 1.22% | 1.52% | $254.4万 | 2.5万股 | $290.2万 | 2.8万股 | -2,140股-7.76% | 减仓 |
 艾伯维ABBV |
| 1.21% | 1.46% | $252.8万 | 1.4万股 | $279.5万 | 1.3万股 | +279股+2.09% | 加仓 |
| IiShares安硕信托TLT |
| 1.05% | 1.2% | $218.6万 | 2.5万股 | $228.4万 | 2.5万股 | -330股-1.32% | 减仓 |
 Phillips 66PSX |
| 1% | 1.09% | $209.3万 | 1.8万股 | $208.4万 | 1.7万股 | +661股+3.92% | 加仓 |
 谷歌AGOOGL |
| 1% | 0.89% | $208.6万 | 1.2万股 | $169.4万 | 1.1万股 | +884股+8.07% | 加仓 |
 江森自控JCI |
| 0.94% | 0.78% | $196.6万 | 1.9万股 | $149.1万 | 1.9万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金IIIFPE |
| 0.81% | 0.88% | $169.7万 | 9.5万股 | $167.6万 | 9.5万股 | +75股+0.08% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.78% | 0.84% | $162.8万 | 3.6万股 | $159.7万 | 3.5万股 | +1,000股+2.82% | 加仓 |
 埃克森美孚XOM |
| 0.75% | 0.89% | $156.5万 | 1.5万股 | $170.6万 | 1.4万股 | +176股+1.23% | 加仓 |
 洛克希德马丁LMT |
| 0.75% | 0.81% | $156.4万 | 3,378股 | $154.2万 | 3,452股 | -74股-2.14% | 减仓 |
 联合健康UNH |
| 0.74% | 1.34% | $153.3万 | 4,915股 | $256.1万 | 4,890股 | +25股+0.51% | 加仓 |
 台积电TSM |
| 0.64% | 0.51% | $132.5万 | 5,850股 | $96.9万 | 5,840股 | +10股+0.17% | 加仓 |
 高盛GS |
| 0.63% | 0.54% | $132.2万 | 1,868股 | $102.2万 | 1,870股 | -2股-0.11% | 减仓 |
| S嘉信策略信托SCHD |
| 0.6% | 0.55% | $125.9万 | 4.7万股 | $105.9万 | 3.8万股 | +9,627股+25.42% | 加仓 |
| Q高通QCOM |
| 0.6% | 0.74% | $125.8万 | 7,900股 | $140.3万 | 9,135股 | -1,235股-13.52% | 减仓 |
 AMD超威AMD |
| 0.59% | 0.57% | $123.1万 | 8,672股 | $108.9万 | 1.1万股 | -1,932股-18.22% | 减仓 |
 百事可乐PEP |
| 0.59% | 0.71% | $122.7万 | 9,293股 | $135.9万 | 9,065股 | +228股+2.52% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.58% | 0.57% | $119.8万 | 2.4万股 | $109.7万 | 2.4万股 | -11股-0.05% | 减仓 |
 ShopifySHOP |
| 0.57% | 0.51% | $118.5万 | 1.0万股 | $97.1万 | 1.0万股 | +100股+0.98% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.56% | 0.36% | $117.4万 | 1.3万股 | $69.5万 | 8,382股 | +4,648股+55.45% | 加仓 |
 雅培ABT |
| 0.56% | 0.6% | $117.3万 | 8,623股 | $113.9万 | 8,588股 | +35股+0.41% | 加仓 |
 家得宝HD |
| 0.56% | 0.67% | $116.5万 | 3,178股 | $127.5万 | 3,478股 | -300股-8.63% | 减仓 |
 诺和诺德NVO |
| 0.52% | 0.55% | $108.9万 | 1.6万股 | $104.9万 | 1.5万股 | +678股+4.49% | 加仓 |
| CCRHCRH |
| 0.51% | 0.53% | $105.5万 | 1.1万股 | $101.1万 | 1.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.48% | 0.4% | $100.2万 | 1,358股 | $76.0万 | 1,319股 | +39股+2.96% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.44% | 0.26% | $91.9万 | 1.2万股 | $50.4万 | 6,500股 | +5,310股+81.69% | 加仓 |
 VisaV |
| 0.43% | 0.46% | $90.2万 | 2,540股 | $86.9万 | 2,479股 | +61股+2.46% | 加仓 |
 阿斯利康AZN |
| 0.41% | 0.43% | $85.0万 | 1.2万股 | $82.7万 | 1.1万股 | +920股+8.18% | 加仓 |
 波音BA |
| 0.39% | 0.37% | $81.6万 | 3,896股 | $70.6万 | 4,140股 | -244股-5.89% | 减仓 |
 美国运通AXP |
| 0.39% | 0.35% | $81.6万 | 2,558股 | $66.8万 | 2,483股 | +75股+3.02% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.38% | 0.58% | $80.0万 | 1.4万股 | $110.9万 | 2.3万股 | -8,485股-36.95% | 减仓 |
