 苹果AAPL |
| 6.44% | 6.4% | $2,603.7万 | 9.0万股 | $2,272.5万 | 9.0万股 | +438股+0.49% | 加仓 |
 礼来LLY |
| 6.31% | 5.53% | $2,552.4万 | 2.1万股 | $1,965.4万 | 2.1万股 | -88股-0.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.03% | 4.66% | $2,033.1万 | 5.8万股 | $1,653.7万 | 5.8万股 | -108股-0.19% | 减仓 |
| G通用动力VTI |
| 3.65% | 3.57% | $1,475.3万 | 4.0万股 | $1,268.0万 | 4.0万股 | +342股+0.87% | 加仓 |
 微软MSFT |
| 3.34% | 3.78% | $1,353.3万 | 3.6万股 | $1,341.9万 | 3.6万股 | +28股+0.08% | 加仓 |
 摩根大通JPM |
| 3.17% | 3.22% | $1,281.4万 | 3.9万股 | $1,142.6万 | 3.9万股 | +302股+0.78% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.91% | 3.12% | $1,177.0万 | 2.4万股 | $1,106.8万 | 2.3万股 | +426股+1.84% | 加仓 |
| V先锋领航指数基金VOO |
| 2.86% | 1.72% | $1,157.5万 | 1.7万股 | $611.5万 | 1.0万股 | +6,620股+64.69% | 加仓 |
 思科CSCO |
| 2.7% | 2.03% | $1,093.6万 | 9.3万股 | $721.6万 | 9.3万股 | +100股+0.11% | 加仓 |
 谷歌AGOOGL |
| 2.7% | 2.44% | $1,092.5万 | 3.1万股 | $867.0万 | 3.0万股 | +420股+1.39% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.6% | 2.65% | $1,052.4万 | 4.4万股 | $943.1万 | 4.4万股 | +625股+1.43% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.42% | 2.4% | $980.7万 | 33.9万股 | $853.0万 | 34.0万股 | -1,231股-0.36% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.31% | 2.36% | $934.1万 | 6.0万股 | $838.9万 | 6.1万股 | -1,131股-1.86% | 减仓 |
 沃尔玛WMT |
| 2.31% | 2.91% | $933.2万 | 8.2万股 | $1,032.6万 | 8.3万股 | -691股-0.83% | 减仓 |
 强生JNJ |
| 2.13% | 2.34% | $860.1万 | 3.4万股 | $832.0万 | 3.4万股 | -168股-0.49% | 减仓 |
 英伟达NVDA |
| 1.69% | 1.63% | $683.5万 | 3.4万股 | $579.5万 | 3.3万股 | +929股+2.80% | 加仓 |
 VisaV |
| 1.68% | 1.6% | $678.9万 | 2.0万股 | $567.3万 | 1.9万股 | +1,017股+5.42% | 加仓 |
 北方信托NTRS |
| 1.5% | 1.37% | $605.0万 | 3.5万股 | $485.7万 | 3.5万股 | +2股+0.01% | 加仓 |
 艾伯维ABBV |
| 1.49% | 1.47% | $600.8万 | 2.4万股 | $521.3万 | 2.4万股 | -93股-0.39% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.48% | 1.62% | $599.1万 | 8股 | $574.5万 | 8股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1.42% | 1.52% | $575.9万 | 3.6万股 | $540.4万 | 3.6万股 | -48股-0.13% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.31% | 1.31% | $528.7万 | 7.6万股 | $463.8万 | 7.4万股 | +1,369股+1.84% | 加仓 |
 雷神技术RTX |
| 1.28% | 1.48% | $519.0万 | 2.7万股 | $525.0万 | 2.7万股 | +139股+0.51% | 加仓 |
 亚马逊AMZN |
| 1.12% | 1.05% | $454.0万 | 1.9万股 | $374.1万 | 1.8万股 | +1,087股+6.05% | 加仓 |
 宝洁PG |
| 1.04% | 1.2% | $421.6万 | 2.9万股 | $425.9万 | 2.9万股 | -736股-2.50% | 减仓 |
 德州仪器TXN |
| 0.95% | 0.71% | $386.3万 | 1.3万股 | $250.9万 | 1.3万股 | +37股+0.29% | 加仓 |
 默沙东MRK |
| 0.94% | 1% | $378.8万 | 2.9万股 | $354.0万 | 2.9万股 | +54股+0.18% | 加仓 |
 AMGEN COMAMGN |
| 0.89% | 0.99% | $359.3万 | 9,923股 | $352.0万 | 1.0万股 | -82股-0.82% | 减仓 |
 埃克森美孚XOM |
| 0.88% | 1.25% | $357.4万 | 2.6万股 | $445.7万 | 2.6万股 | -132股-0.50% | 减仓 |
| V先锋领航指数基金VUG |
| 0.85% | 0.79% | $343.9万 | 4.0万股 | $280.7万 | 6,427股 | +3.3万股+521.11% | 加仓 |
 家得宝HD |
| 0.81% | 0.84% | $326.2万 | 9,249股 | $297.6万 | 9,048股 | +201股+2.22% | 加仓 |
| V先锋领航指数基金VTV |
| 0.79% | 0.74% | $318.7万 | 1.5万股 | $263.3万 | 1.3万股 | +1,202股+8.96% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.78% | 0.88% | $316.6万 | 5.6万股 | $311.3万 | 5.5万股 | +1,128股+2.05% | 加仓 |
 可口可乐KO |
| 0.75% | 0.79% | $302.9万 | 3.7万股 | $281.7万 | 3.7万股 | +220股+0.59% | 加仓 |
| IiShares安硕信托IQLT |
| 0.71% | 0.76% | $288.5万 | 5.8万股 | $269.2万 | 5.8万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.71% | 0.69% | $287.8万 | 3.5万股 | $244.9万 | 3.4万股 | +521股+1.51% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.68% | 0.59% | $274.5万 | 2.7万股 | $211.1万 | 2.7万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.66% | 0.72% | $266.2万 | 8.4万股 | $257.1万 | 8.4万股 | +157股+0.19% | 加仓 |
 美国运通AXP |
| 0.64% | 0.65% | $260.1万 | 7,691股 | $229.3万 | 7,581股 | +110股+1.45% | 加仓 |
 好市多COST |
| 0.6% | 0.74% | $243.0万 | 2,598股 | $261.7万 | 2,626股 | -28股-1.07% | 减仓 |
 帕兰提尔PLTR |
| 0.59% | 0.82% | $237.9万 | 2.0万股 | $290.7万 | 2.0万股 | +513股+2.58% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.58% | 0.64% | $235.1万 | 2.4万股 | $227.5万 | 2.4万股 | -200股-0.83% | 减仓 |
| S嘉信策略信托SCHF |
| 0.58% | 0.59% | $234.0万 | 8.4万股 | $208.8万 | 8.4万股 | +121股+0.14% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.56% | 0.61% | $225.2万 | 2.7万股 | $218.4万 | 2.7万股 | -181股-0.66% | 减仓 |
| CCSW INDUSTRIALSCSW |
| 0.56% | 0.59% | $224.8万 | 8,077股 | $210.4万 | 8,074股 | +3股+0.04% | 加仓 |
 甲骨文ORCL |
| 0.55% | 0.63% | $223.8万 | 1.5万股 | $223.6万 | 1.5万股 | +71股+0.47% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.55% | 0.52% | $221.4万 | 5.4万股 | $185.8万 | 4.8万股 | +5,981股+12.54% | 加仓 |
 卡特彼勒CAT |
| 0.54% | 0.4% | $217.8万 | 2,045股 | $143.8万 | 2,030股 | +15股+0.74% | 加仓 |
| N新纪元能源NEE |
| 0.46% | 0.55% | $187.5万 | 2.1万股 | $196.7万 | 2.1万股 | +187股+0.88% | 加仓 |
 Meta平台META |
| 0.45% | 0.52% | $181.9万 | 3,229股 | $185.3万 | 3,239股 | -10股-0.31% | 减仓 |
