 伯克希尔哈撒韦BRK.B |
| 7.98% | 8.7% | $2,393.3万 | 4.9万股 | $2,356.9万 | 4.9万股 | -432股-0.88% | 减仓 |
| IiShares安硕信托IWY |
| 5.68% | 5.37% | $1,703.7万 | 6.1万股 | $1,455.5万 | 5.8万股 | +2,474股+4.23% | 加仓 |
 苹果AAPL |
| 5.46% | 4.63% | $1,638.6万 | 4.9万股 | $1,255.0万 | 4.9万股 | -350股-0.71% | 减仓 |
| F富达Covington信托FDVV |
| 3.86% | 3.77% | $1,157.5万 | 18.6万股 | $1,022.6万 | 18.5万股 | +1,100股+0.59% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.49% | 3.29% | $1,045.1万 | 4.8万股 | $891.1万 | 4.6万股 | +1,513股+3.26% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.99% | 2.48% | $895.2万 | 13.4万股 | $672.3万 | 11.6万股 | +1.8万股+15.64% | 加仓 |
 亚马逊AMZN |
| 2.96% | 2.76% | $888.9万 | 3.6万股 | $747.3万 | 3.6万股 | +73股+0.20% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.69% | 2.78% | $808.0万 | 14.5万股 | $751.9万 | 14.2万股 | +2,516股+1.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.63% | 2.34% | $789.5万 | 2.3万股 | $634.4万 | 2.2万股 | +693股+3.13% | 加仓 |
 高盛GS |
| 2.48% | 2.21% | $742.9万 | 6,974股 | $598.4万 | 7,073股 | -99股-1.40% | 减仓 |
| IiShares安硕信托IEFA |
| 2.43% | 2.48% | $729.6万 | 7.6万股 | $670.7万 | 7.4万股 | +1,720股+2.32% | 加仓 |
 微软MSFT |
| 2.39% | 2.51% | $716.4万 | 1.8万股 | $679.1万 | 1.8万股 | -154股-0.84% | 减仓 |
 摩根士丹利MS |
| 2.17% | 1.87% | $652.0万 | 3.0万股 | $506.8万 | 3.1万股 | -542股-1.76% | 减仓 |
 摩根大通JPM |
| 1.88% | 1.88% | $564.8万 | 1.7万股 | $509.1万 | 1.7万股 | -749股-4.33% | 减仓 |
 Meta平台META |
| 1.7% | 1.66% | $508.5万 | 7,872股 | $450.4万 | 7,872股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.66% | 1.66% | $496.3万 | 13.3万股 | $448.7万 | 13.3万股 | +279股+0.21% | 加仓 |
| V先锋领航·WELLINGTON FDVFMV |
| 1.63% | 1.64% | $489.4万 | 3.4万股 | $444.6万 | 3.3万股 | +1,001股+3.00% | 加仓 |
| IiShares安硕信托IVV |
| 1.47% | 1.4% | $441.5万 | 5,913股 | $377.9万 | 5,786股 | +127股+2.19% | 加仓 |
| AAvantis·U SAVUV |
| 1.38% | 1.33% | $414.4万 | 3.3万股 | $359.5万 | 3.3万股 | +512股+1.57% | 加仓 |
 嘉信理财SCHW |
| 1.32% | 1.35% | $395.2万 | 3.9万股 | $366.1万 | 3.9万股 | -42股-0.11% | 减仓 |
 强生JNJ |
| 1.32% | 1.42% | $395.2万 | 1.6万股 | $383.8万 | 1.6万股 | -82股-0.52% | 减仓 |
 谷歌AGOOGL |
| 1.28% | 1.17% | $383.4万 | 1.1万股 | $317.0万 | 1.1万股 | +31股+0.28% | 加仓 |
 雪佛龙CVX |
| 1.14% | 1.39% | $341.6万 | 1.8万股 | $377.0万 | 1.8万股 | +6股+0.03% | 加仓 |
 甲骨文ORCL |
| 1.08% | 1.39% | $324.4万 | 2.6万股 | $377.5万 | 2.6万股 | +7股+0.03% | 加仓 |
 UNUMUNM |
| 1.06% | 0.97% | $316.8万 | 3.6万股 | $262.2万 | 3.6万股 | -325股-0.91% | 减仓 |
| V先锋领航指数基金VV |
| 1.05% | 1.04% | $315.3万 | 9,220股 | $282.5万 | 9,453股 | -233股-2.46% | 减仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 1.02% | 1.08% | $306.1万 | 5.9万股 | $292.1万 | 6.1万股 | -1,865股-3.07% | 减仓 |
 好市多COST |
| 1.01% | 1.19% | $303.8万 | 3,229股 | $322.7万 | 3,239股 | -10股-0.31% | 减仓 |
 黑石集团BX |
| 1.01% | 1.01% | $301.4万 | 2.4万股 | $274.1万 | 2.4万股 | -91股-0.38% | 减仓 |
| IiShares安硕信托IUSB |
| 1% | 1.07% | $299.3万 | 6.5万股 | $289.7万 | 6.3万股 | +2,655股+4.23% | 加仓 |
 达美航空DAL |
| 0.98% | 0.86% | $293.8万 | 3.5万股 | $232.0万 | 3.5万股 | 00.00% | 持仓不变 |
| AALPS ETF信托AMLP |
| 0.96% | 1.05% | $288.3万 | 5.3万股 | $283.6万 | 5.4万股 | -525股-0.97% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.93% | 0.95% | $279.9万 | 3,766股 | $257.9万 | 3,966股 | -200股-5.04% | 减仓 |
 礼来LLY |
| 0.93% | 0.8% | $279.7万 | 2,372股 | $217.6万 | 2,366股 | +6股+0.25% | 加仓 |
 VisaV |
| 0.93% | 0.88% | $279.6万 | 7,798股 | $237.4万 | 7,856股 | -58股-0.74% | 减仓 |
 LOWES COS COMLOW |
| 0.93% | 1.16% | $278.3万 | 1.3万股 | $315.0万 | 1.3万股 | 00.00% | 持仓不变 |
 OMEGA HEALTHCARE INVSOHI |
| 0.86% | 0.86% | $257.7万 | 5.1万股 | $232.4万 | 5.3万股 | -1,729股-3.26% | 减仓 |
 通用动力GD |
| 0.81% | 0.83% | $242.2万 | 6,570股 | $225.5万 | 6,570股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.79% | 0.74% | $236.7万 | 1.2万股 | $200.7万 | 1.2万股 | +161股+1.40% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.7% | 0.75% | $209.4万 | 5.2万股 | $204.0万 | 5.3万股 | -1,128股-2.12% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.67% | 0.69% | $202.4万 | 8.8万股 | $186.1万 | 8.0万股 | +7,984股+9.96% | 加仓 |
 波音BA |
| 0.67% | 0.68% | $200.6万 | 9,372股 | $185.4万 | 9,316股 | +56股+0.60% | 加仓 |
 ServiceNowNOW |
| 0.66% | 0.7% | $196.5万 | 1.9万股 | $188.4万 | 1.8万股 | +1,013股+5.62% | 加仓 |
 威瑞森VZ |
| 0.63% | 0.81% | $188.2万 | 4.3万股 | $218.9万 | 4.4万股 | -427股-0.98% | 减仓 |
 联合包裹UPSUPS |
| 0.62% | 0.57% | $186.5万 | 1.6万股 | $154.3万 | 1.6万股 | +155股+0.99% | 加仓 |
 派克汉尼汾PH |
| 0.62% | 0.64% | $185.1万 | 1,942股 | $173.9万 | 1,942股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.59% | 0.59% | $178.0万 | 4,451股 | $159.2万 | 4,451股 | 00.00% | 持仓不变 |
| B贝莱德·ETF TRUST IIBINC |
| 0.58% | 0.64% | $174.4万 | 3.3万股 | $174.0万 | 3.4万股 | -47股-0.14% | 减仓 |
 赛富时CRM |
| 0.57% | 0.7% | $171.0万 | 1.0万股 | $189.7万 | 1.0万股 | -151股-1.49% | 减仓 |
 FERRARI COMRACE |
| 0.56% | 0.55% | $168.3万 | 4,466股 | $149.8万 | 4,427股 | +39股+0.88% | 加仓 |
