 英伟达NVDA |
| 30.98% | 29.73% | $1.56亿 | 78.1万股 | $1.37亿 | 78.6万股 | -4,380股-0.56% | 减仓 |
 礼来LLY |
| 6.2% | 5.21% | $3,131.0万 | 2.6万股 | $2,401.0万 | 2.6万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.3% | 4.87% | $2,674.5万 | 32.5万股 | $2,244.9万 | 31.6万股 | +9,213股+2.92% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.14% | 4.11% | $2,090.7万 | 50.7万股 | $1,895.8万 | 48.7万股 | +2.0万股+4.16% | 加仓 |
 微软MSFT |
| 2.45% | 2.64% | $1,234.5万 | 3.3万股 | $1,215.0万 | 3.3万股 | +271股+0.83% | 加仓 |
 PAN AMERN SILVERPAAS |
| 2.37% | 3.17% | $1,197.9万 | 26.7万股 | $1,461.0万 | 26.7万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.12% | 2.89% | $1,071.7万 | 7.8万股 | $1,331.6万 | 7.8万股 | -99股-0.13% | 减仓 |
| EEQUINOX GOLDEQX |
| 2.07% | 3.34% | $1,043.5万 | 107.4万股 | $1,538.0万 | 106.4万股 | +1.0万股+0.94% | 加仓 |
 VisaV |
| 1.91% | 1.84% | $962.9万 | 2.8万股 | $848.2万 | 2.8万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.86% | 2.07% | $938.7万 | 4.9万股 | $954.4万 | 4.9万股 | +1股+0.00% | 加仓 |
 BWX科技BWXT |
| 1.8% | 2.07% | $906.8万 | 4.7万股 | $952.6万 | 4.7万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 1.78% | 1.29% | $900.1万 | 7.7万股 | $594.6万 | 7.7万股 | +1股+0.00% | 加仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 1.67% | 0.51% | $840.6万 | 3.4万股 | $234.9万 | 1.2万股 | +2.2万股+182.68% | 加仓 |
 TJXTJX |
| 1.54% | 1.78% | $778.3万 | 5.1万股 | $818.8万 | 5.1万股 | +100股+0.20% | 加仓 |
 强生JNJ |
| 1.49% | 1.58% | $753.7万 | 3.0万股 | $728.6万 | 3.0万股 | -130股-0.44% | 减仓 |
| DDimensional维度·USDFUV |
| 1.39% | 1.34% | $700.8万 | 12.7万股 | $617.3万 | 12.7万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.38% | 0.98% | $695.2万 | 2.3万股 | $452.8万 | 2.3万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.32% | 1.35% | $667.0万 | 8.2万股 | $624.2万 | 8.2万股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.27% | 1.45% | $640.9万 | 3.8万股 | $667.0万 | 3.8万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 1.22% | 1.58% | $617.3万 | 1.2万股 | $729.3万 | 1.2万股 | +50股+0.41% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.18% | 1.14% | $593.1万 | 14.7万股 | $524.2万 | 15.5万股 | -7,322股-4.73% | 减仓 |
 家得宝HD |
| 1.17% | 1.19% | $589.0万 | 1.7万股 | $549.1万 | 1.7万股 | +3股+0.02% | 加仓 |
 HUNTINGTON INGALLS INDS COMHII |
| 1.11% | 1.65% | $558.9万 | 2.0万股 | $761.3万 | 2.0万股 | -70股-0.35% | 减仓 |
 RANGE RESRRC |
| 1.1% | 1.52% | $557.1万 | 15.0万股 | $699.4万 | 15.5万股 | -5,000股-3.23% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.1% | 1.1% | $553.2万 | 6.7万股 | $505.0万 | 6.8万股 | -1,626股-2.38% | 减仓 |
 斯伦贝谢SLB |
| 1.07% | 1.3% | $540.9万 | 11.6万股 | $597.9万 | 11.6万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.99% | 0.06% | $498.1万 | 2.3万股 | $26.8万 | 1,345股 | +2.2万股+1,610.78% | 加仓 |
 联合包裹UPSUPS |
| 0.85% | 0.86% | $431.2万 | 4.0万股 | $396.6万 | 4.0万股 | -200股-0.50% | 减仓 |
 HALLIBURTON COMHAL |
| 0.79% | 0.99% | $397.3万 | 11.7万股 | $456.3万 | 11.7万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.73% | 0.73% | $367.4万 | 4,920股 | $336.9万 | 5,180股 | -260股-5.02% | 减仓 |
 百事可乐PEP |
| 0.7% | 0.86% | $354.9万 | 2.6万股 | $397.7万 | 2.6万股 | +600股+2.34% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.67% | 0.65% | $338.0万 | 3.1万股 | $300.6万 | 3.1万股 | -274股-0.89% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.63% | 0.61% | $317.3万 | 12.1万股 | $281.4万 | 11.9万股 | +2,316股+1.95% | 加仓 |
 苹果AAPL |
| 0.6% | 0.57% | $302.1万 | 1.0万股 | $265.0万 | 1.0万股 | +1股+0.01% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.59% | 0.51% | $298.6万 | 7.6万股 | $235.0万 | 6.6万股 | +9,733股+14.79% | 加仓 |
 CROWN CASTLE COMCCI |
| 0.58% | 0.7% | $291.8万 | 3.9万股 | $322.1万 | 4.0万股 | -1,070股-2.70% | 减仓 |
| CCOHEN & STEERS ETF TRUSTCSIO |
| 0.56% | 0.54% | $284.9万 | 10.0万股 | $247.0万 | 8.9万股 | +1.1万股+12.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.56% | 0.53% | $282.0万 | 3,765股 | $246.0万 | 3,765股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.54% | 0.32% | $270.4万 | 7.0万股 | $147.4万 | 4.2万股 | +2.8万股+65.73% | 加仓 |
| CCIGNALIBD |
| 0.52% | 0.55% | $262.7万 | 9,528股 | $254.2万 | 9,528股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.49% | 0.47% | $247.6万 | 1.7万股 | $216.7万 | 1.7万股 | +1股+0.01% | 加仓 |
 AFLAC COMAFL |
| 0.48% | 0.49% | $243.5万 | 2.1万股 | $227.9万 | 2.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.48% | 0.5% | $242.6万 | 4.5万股 | $231.9万 | 4.4万股 | +972股+2.21% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.47% | 0.43% | $237.4万 | 7,900股 | $199.7万 | 8,051股 | -151股-1.88% | 减仓 |
 鲍尔公司BALL |
| 0.45% | 0.5% | $225.8万 | 3.6万股 | $229.8万 | 3.9万股 | -2,700股-6.94% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.32% | 0.33% | $161.7万 | 1.6万股 | $151.2万 | 1.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $126.3万 | 3,533股 | $101.6万 | 3,533股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.24% | 0.24% | $122.0万 | 4,486股 | $108.8万 | 4,486股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.24% | 0.26% | $120.0万 | 5,226股 | $119.0万 | 5,496股 | -270股-4.91% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.23% | 0.2% | $118.0万 | 1.4万股 | $92.0万 | 1.3万股 | +1,432股+11.04% | 加仓 |
