 苹果AAPL |
| 12.79% | 10.99% | $1,561.9万 | 5.1万股 | $1,369.8万 | 5.4万股 | -2,808股-5.20% | 减仓 |
| G通用动力VTI |
| 9.21% | 8.48% | $1,125.2万 | 2.9万股 | $1,056.9万 | 3.3万股 | -3,667股-11.13% | 减仓 |
| V先锋领航·TOTALBND |
| 4.11% | 3.99% | $502.3万 | 6.9万股 | $497.3万 | 6.8万股 | +1,774股+2.63% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3.51% | 2.81% | $428.7万 | 3.3万股 | $349.7万 | 3.2万股 | +1,253股+3.93% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 3.14% | 2.34% | $383.4万 | 3.4万股 | $291.9万 | 3.1万股 | +2,659股+8.54% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 2.71% | 2.51% | $331.0万 | 5.9万股 | $313.3万 | 6.6万股 | -7,291股-11.06% | 减仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 2.64% | 2.52% | $322.7万 | 14.5万股 | $314.1万 | 13.9万股 | +6,131股+4.43% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.64% | 2.36% | $322.5万 | 1.3万股 | $294.4万 | 1.4万股 | -612股-4.47% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.36% | 2.53% | $288.5万 | 5,691股 | $315.9万 | 6,592股 | -901股-13.67% | 减仓 |
 谷歌AGOOGL |
| 2.3% | 1.96% | $281.3万 | 8,122股 | $244.1万 | 8,487股 | -365股-4.30% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 2.23% | 2.23% | $272.2万 | 3.6万股 | $277.8万 | 3.8万股 | -2,273股-5.98% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.17% | 2.27% | $265.5万 | 5.7万股 | $282.3万 | 6.0万股 | -2,818股-4.69% | 减仓 |
| IiShares安硕·COREIJH |
| 2.14% | 1.82% | $261.0万 | 3.3万股 | $226.4万 | 3.4万股 | -239股-0.71% | 减仓 |
| WWORLD GOLD TRGLD |
| 2.12% | 2.33% | $259.1万 | 3.0万股 | $290.0万 | 3.1万股 | -1,185股-3.79% | 减仓 |
 英伟达NVDA |
| 1.9% | 1.48% | $232.4万 | 1.0万股 | $184.4万 | 1.1万股 | -260股-2.46% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.85% | 1.68% | $226.1万 | 4.3万股 | $209.5万 | 3.8万股 | +4,777股+12.62% | 加仓 |
 卡特彼勒CAT |
| 1.71% | 1.37% | $209.2万 | 2,448股 | $170.7万 | 2,409股 | +39股+1.62% | 加仓 |
| IINVESCO S&P 500 DOWNSIDE HEDGED ETFPHDG |
| 1.66% | 1.51% | $202.4万 | 4.8万股 | $188.4万 | 5.0万股 | -1,597股-3.20% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.63% | 1.4% | $199.6万 | 6.6万股 | $174.8万 | 7.0万股 | -3,297股-4.73% | 减仓 |
 微软MSFT |
| 1.63% | 1.23% | $199.3万 | 4,011股 | $153.2万 | 4,139股 | -128股-3.09% | 减仓 |
| C资本集团股息价值CCBG |
| 1.59% | 1.01% | $194.1万 | 3.8万股 | $126.4万 | 3.0万股 | +8,023股+27.01% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.5% | 1.01% | $183.1万 | 2.5万股 | $126.1万 | 2.0万股 | +5,213股+26.49% | 加仓 |
 埃克森美孚XOM |
| 1.41% | 1.54% | $172.7万 | 1.1万股 | $192.5万 | 1.1万股 | -460股-4.05% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.31% | 1.22% | $160.3万 | 1.9万股 | $151.5万 | 2.0万股 | -1,470股-7.29% | 减仓 |
| Q高通QCOM |
| 1.21% | 1.06% | $148.1万 | 8,988股 | $132.4万 | 1.0万股 | -1,294股-12.59% | 减仓 |
| IiShares安硕信托HYBB |
| 1.09% | 0.97% | $132.9万 | 2.9万股 | $121.5万 | 2.6万股 | +2,385股+9.13% | 加仓 |
| B纽约梅隆银行BK |
| 1.07% | 0.81% | $131.3万 | 8,090股 | $101.1万 | 8,525股 | -435股-5.10% | 减仓 |
| FFEDERATED HERMES ETF TRUSTFHYS |
| 0.97% | 1.02% | $118.8万 | 5.2万股 | $126.9万 | 5.5万股 | -3,762股-6.79% | 减仓 |
| S嘉信策略信托SCHM |
| 0.92% | 0.83% | $112.4万 | 3.1万股 | $103.9万 | 3.4万股 | -2,805股-8.36% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.87% | 0.93% | $106.5万 | 1.3万股 | $116.5万 | 1.4万股 | -1,003股-7.13% | 减仓 |
 亚马逊AMZN |
| 0.87% | 0.73% | $106.3万 | 4,011股 | $91.4万 | 4,388股 | -377股-8.59% | 减仓 |
| IiShares安硕·COREIJR |
| 0.82% | 0.65% | $99.8万 | 6,669股 | $81.1万 | 6,527股 | +142股+2.18% | 加仓 |
 应用材料AMAT |
| 0.8% | 0.53% | $98.1万 | 1,836股 | $66.3万 | 1,941股 | -105股-5.41% | 减仓 |
| IiShares安硕信托USMV |
| 0.76% | 0.58% | $92.8万 | 9,158股 | $72.0万 | 7,760股 | +1,398股+18.02% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.74% | 0.8% | $90.0万 | 1.7万股 | $99.3万 | 2.2万股 | -4,480股-20.59% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.7% | 0.58% | $84.9万 | 1.4万股 | $72.0万 | 1.3万股 | +744股+5.58% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 0.69% | 0.63% | $84.8万 | 1.1万股 | $78.8万 | 1.1万股 | -586股-5.20% | 减仓 |
 AMGEN COMAMGN |
| 0.67% | 0.57% | $81.4万 | 1,948股 | $70.5万 | 2,003股 | -55股-2.75% | 减仓 |
| S嘉信策略信托SCHD |
| 0.61% | 0.57% | $74.1万 | 2.2万股 | $70.7万 | 2.3万股 | -1,532股-6.65% | 减仓 |
| PPGIM AAAPAAA |
| 0.6% | — | $73.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.58% | 0.58% | $71.2万 | 9,047股 | $72.8万 | 9,188股 | -141股-1.53% | 减仓 |
| J骏利亨德森JAAA |
| 0.58% | 1.29% | $70.5万 | 1.4万股 | $160.6万 | 3.2万股 | -1.8万股-56.31% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.57% | 0.51% | $69.2万 | 3,105股 | $63.6万 | 3,314股 | -209股-6.31% | 减仓 |
 特斯拉TSLA |
| 0.56% | 0.58% | $68.4万 | 2,011股 | $71.9万 | 1,934股 | +77股+3.98% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.44% | $65.0万 | 1,890股 | $55.0万 | 1,917股 | -27股-1.41% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.53% | 0.51% | $64.4万 | 1.5万股 | $64.0万 | 1.7万股 | -2,030股-11.61% | 减仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.38% | $53.7万 | 751股 | $46.8万 | 784股 | -33股-4.21% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.44% | 0.51% | $53.6万 | 1.1万股 | $62.9万 | 1.3万股 | -1,871股-14.83% | 减仓 |
| IIBMIBM |
| 0.43% | 0.47% | $53.0万 | 2,233股 | $58.9万 | 2,431股 | -198股-8.14% | 减仓 |
| KKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETFKMLM |
| 0.43% | 0.38% | $52.2万 | 1.8万股 | $47.7万 | 1.7万股 | +1,207股+7.14% | 加仓 |
