 英伟达NVDA |
| 4.59% | 4.52% | $4,006.3万 | 20.0万股 | $3,480.2万 | 20.0万股 | +671股+0.34% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.47% | 4.52% | $3,901.9万 | 77.4万股 | $3,484.7万 | 76.3万股 | +1.1万股+1.44% | 加仓 |
 SSGA ACTIVE TRHOMB |
| 4.04% | 4.39% | $3,529.6万 | 126.3万股 | $3,380.6万 | 121.4万股 | +4.9万股+4.00% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 3.92% | 4.34% | $3,422.7万 | 114.1万股 | $3,341.4万 | 111.1万股 | +2.9万股+2.64% | 加仓 |
| S道富SPTI |
| 3.86% | 4.23% | $3,374.5万 | 118.9万股 | $3,257.1万 | 113.6万股 | +5.2万股+4.59% | 加仓 |
| S道富SPIB |
| 3.86% | 4.23% | $3,373.8万 | 100.8万股 | $3,255.8万 | 97.1万股 | +3.8万股+3.87% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.79% | 4.11% | $3,309.0万 | 56.9万股 | $3,168.9万 | 54.1万股 | +2.7万股+5.03% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.95% | 2.87% | $2,579.6万 | 21.7万股 | $2,208.7万 | 22.6万股 | -8,787股-3.90% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.74% | 2.59% | $2,391.5万 | 24.8万股 | $1,999.2万 | 24.8万股 | -252股-0.10% | 减仓 |
 苹果AAPL |
| 2.31% | 2.26% | $2,017.2万 | 7.0万股 | $1,739.8万 | 6.9万股 | +1,162股+1.70% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.65% | 1.62% | $1,441.6万 | 17.6万股 | $1,245.7万 | 17.6万股 | +254股+0.14% | 加仓 |
 微软MSFT |
| 1.63% | 1.98% | $1,422.0万 | 3.8万股 | $1,525.8万 | 4.1万股 | -3,097股-7.51% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 1.52% | 1.62% | $1,326.0万 | 23.5万股 | $1,246.0万 | 23.7万股 | -2,546股-1.07% | 减仓 |
 博通AVGO |
| 1.47% | 1.34% | $1,284.5万 | 3.4万股 | $1,032.5万 | 3.3万股 | +646股+1.94% | 加仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETFDWX |
| 1.39% | 1.51% | $1,210.4万 | 26.3万股 | $1,159.9万 | 25.4万股 | +8,997股+3.54% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.36% | 1.56% | $1,190.0万 | 28.2万股 | $1,200.8万 | 28.4万股 | -2,492股-0.88% | 减仓 |
 谷歌AGOOGL |
| 1.33% | 1.14% | $1,162.7万 | 3.3万股 | $879.8万 | 3.1万股 | +1,940股+6.34% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.33% | 1.5% | $1,158.3万 | 24.3万股 | $1,153.8万 | 24.1万股 | +1,609股+0.67% | 加仓 |
| I景顺·S&PSPHQ |
| 1.32% | 1.19% | $1,150.5万 | 12.8万股 | $920.3万 | 12.2万股 | +5,286股+4.32% | 加仓 |
| AAvantis·U SAVUV |
| 1.29% | 1.28% | $1,125.3万 | 9.0万股 | $982.8万 | 8.9万股 | +1,228股+1.38% | 加仓 |
 亚马逊AMZN |
| 1.21% | 1.22% | $1,058.2万 | 4.4万股 | $938.6万 | 4.5万股 | -667股-1.48% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.2% | 1.19% | $1,046.4万 | 9.3万股 | $917.3万 | 8.9万股 | +3,966股+4.47% | 加仓 |
 摩根大通JPM |
| 1.16% | 1.17% | $1,014.6万 | 3.1万股 | $905.2万 | 3.1万股 | +224股+0.73% | 加仓 |
 卡特彼勒CAT |
| 1.15% | 0.9% | $1,002.8万 | 9,417股 | $691.8万 | 9,764股 | -347股-3.55% | 减仓 |
 应用材料AMAT |
| 1.05% | 0.61% | $914.3万 | 1.3万股 | $471.8万 | 1.4万股 | -1,158股-8.39% | 减仓 |
| IiShares安硕信托IGRO |
| 0.91% | 0.99% | $794.1万 | 9.0万股 | $764.7万 | 9.1万股 | -975股-1.07% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.88% | 0.94% | $768.1万 | 8.4万股 | $722.0万 | 9.0万股 | -5,356股-5.98% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.87% | 0.94% | $759.8万 | 8.1万股 | $724.4万 | 8.2万股 | -522股-0.64% | 减仓 |
| IiShares安硕信托DGRO |
| 0.84% | 0.92% | $733.2万 | 9.7万股 | $706.0万 | 10.1万股 | -3,847股-3.82% | 减仓 |
 泛林集团LRCX |
| 0.79% | 0.48% | $694.0万 | 1.6万股 | $369.2万 | 1.7万股 | -1,264股-7.31% | 减仓 |
 Meta平台META |
| 0.78% | 0.9% | $680.6万 | 1.2万股 | $693.8万 | 1.2万股 | -43股-0.35% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.75% | 0.78% | $656.9万 | 17.8万股 | $599.5万 | 17.6万股 | +1,837股+1.04% | 加仓 |
| IiShares安硕信托SGOV |
| 0.73% | 0.4% | $639.6万 | 6.4万股 | $304.3万 | 3.0万股 | +3.3万股+110.13% | 加仓 |
 高盛GS |
| 0.65% | 0.61% | $571.7万 | 5,652股 | $466.3万 | 5,511股 | +141股+2.56% | 加仓 |
| N新纪元能源NEE |
| 0.65% | 0.59% | $563.9万 | 6.4万股 | $457.5万 | 4.9万股 | +1.5万股+30.43% | 加仓 |
 可口可乐KO |
| 0.64% | 0.69% | $558.6万 | 6.9万股 | $532.0万 | 7.0万股 | -1,216股-1.74% | 减仓 |
 洛克希德马丁LMT |
| 0.58% | 0.78% | $509.4万 | 9,999股 | $601.2万 | 9,946股 | +53股+0.53% | 加仓 |
 强生JNJ |
| 0.58% | 0.64% | $502.2万 | 2.0万股 | $493.2万 | 2.0万股 | -402股-1.99% | 减仓 |
 摩根士丹利MS |
| 0.57% | 0.51% | $501.0万 | 2.4万股 | $389.9万 | 2.4万股 | +272股+1.15% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.77% | $489.3万 | 3.6万股 | $591.6万 | 3.5万股 | +914股+2.62% | 加仓 |
 CVS健康CVS |
| 0.55% | 0.38% | $476.6万 | 4.6万股 | $293.7万 | 4.1万股 | +5,167股+12.63% | 加仓 |
 钢铁动力STLD |
| 0.54% | 0.48% | $474.3万 | 2.1万股 | $372.3万 | 2.1万股 | -15股-0.07% | 减仓 |
 伊顿ETN |
| 0.53% | 0.48% | $460.9万 | 1.1万股 | $369.5万 | 1.0万股 | +487股+4.71% | 加仓 |
 思科CSCO |
| 0.51% | 0.22% | $448.5万 | 3.8万股 | $167.1万 | 2.2万股 | +1.7万股+77.26% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.51% | 0.55% | $443.6万 | 4.8万股 | $420.1万 | 4.6万股 | +2,563股+5.59% | 加仓 |
 礼来LLY |
| 0.5% | 0.4% | $440.6万 | 3,673股 | $309.5万 | 3,365股 | +308股+9.15% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.5% | 0.45% | $434.8万 | 9.8万股 | $347.1万 | 8.9万股 | +8,707股+9.75% | 加仓 |
| PProShares信托NOBL |
| 0.48% | 0.53% | $418.7万 | 7.5万股 | $408.1万 | 3.8万股 | +3.6万股+93.67% | 加仓 |
 联合太平洋铁路UNP |
| 0.47% | 0.55% | $412.6万 | 1.5万股 | $422.4万 | 1.7万股 | -2,241股-12.87% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.47% | 0.53% | $411.3万 | 8.1万股 | $407.0万 | 8.0万股 | +734股+0.91% | 加仓 |
