沃尔玛WMT |
| 34.29% | 40.04% | $2.44亿 | 215.4万股 | $2.74亿 | 220.2万股 | -4.8万股-2.18% | 减仓 |
HUNT J B TRANS SVCSJBHT |
| 15.47% | 11.57% | $1.10亿 | 38.0万股 | $7,905.3万 | 37.3万股 | +7,255股+1.94% | 加仓 |
Meta平台META |
| 3.81% | 4.33% | $2,711.6万 | 4.8万股 | $2,959.7万 | 5.2万股 | -3,594股-6.95% | 减仓 |
DILLARDSDDS |
| 3.65% | 4.11% | $2,593.9万 | 4.9万股 | $2,808.5万 | 4.9万股 | -2股-0.00% | 减仓 |
苹果AAPL |
| 2.82% | 2.83% | $2,007.6万 | 6.9万股 | $1,930.8万 | 7.6万股 | -6,696股-8.80% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.72% | 2.54% | $1,935.9万 | 2.6万股 | $1,737.1万 | 2.7万股 | -786股-2.94% | 减仓 |
英伟达NVDA |
| 1.79% | 1.59% | $1,274.8万 | 6.4万股 | $1,086.4万 | 6.2万股 | +1,417股+2.27% | 加仓 |
| V先锋领航指数基金VOO |
| 1.46% | 1.32% | $1,042.0万 | 1.5万股 | $904.5万 | 1.5万股 | +35股+0.23% | 加仓 |
ENTERPRISE PRODS PARTNERS LEPD |
| 1.05% | 1.13% | $749.1万 | 20.4万股 | $771.1万 | 20.4万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.93% | 0.96% | $664.3万 | 8.2万股 | $653.0万 | 2.3万股 | +6.0万股+262.59% | 加仓 |
| V先锋领航指数基金VUG |
| 0.84% | 0.74% | $600.6万 | 7.0万股 | $508.4万 | 1.2万股 | +5.8万股+499.05% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.77% | 0.78% | $548.8万 | 9.3万股 | $534.3万 | 9.0万股 | +3,321股+3.70% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.75% | 0.65% | $533.1万 | 8.7万股 | $442.3万 | 8.0万股 | +7,067股+8.87% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.73% | 0.85% | $521.1万 | 9.0万股 | $581.1万 | 9.9万股 | -9,724股-9.80% | 减仓 |
谷歌AGOOGL |
| 0.71% | 0.56% | $508.6万 | 1.4万股 | $385.0万 | 1.3万股 | +844股+6.30% | 加仓 |
亚马逊AMZN |
| 0.67% | 0.6% | $477.1万 | 2.0万股 | $410.9万 | 2.0万股 | +290股+1.47% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.62% | 0.55% | $438.5万 | 7.3万股 | $376.2万 | 7.0万股 | +3,873股+5.57% | 加仓 |
| V先锋领航指数基金VTV |
| 0.57% | 0.54% | $408.4万 | 1.9万股 | $368.9万 | 1.9万股 | -61股-0.32% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.57% | 0.52% | $407.6万 | 8.4万股 | $353.8万 | 7.4万股 | +1.1万股+14.31% | 加仓 |
iShares安硕·MBSACGL |
| 0.57% | 0.53% | $406.2万 | 4.3万股 | $364.0万 | 3.8万股 | +4,643股+12.11% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.56% | 0.5% | $397.4万 | 4.8万股 | $340.1万 | 4.1万股 | +6,980股+16.98% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.54% | 0.51% | $385.3万 | 6.8万股 | $349.4万 | 6.2万股 | +6,573股+10.66% | 加仓 |
微软MSFT |
| 0.51% | 0.51% | $360.6万 | 9,668股 | $346.9万 | 9,370股 | +298股+3.18% | 加仓 |
| V先锋领航指数基金VB |
| 0.49% | 0.5% | $350.3万 | 1.2万股 | $339.5万 | 1.3万股 | -1,405股-10.84% | 减仓 |
| BBANK OF AMERBAC |
| 0.45% | 0.39% | $318.7万 | 5.6万股 | $264.2万 | 5.4万股 | +1,734股+3.20% | 加仓 |
NETFLIXNFLX |
| 0.37% | 0.45% | $260.8万 | 3.7万股 | $307.8万 | 3.2万股 | +4,514股+14.10% | 加仓 |
摩根大通JPM |
| 0.35% | 0.28% | $246.4万 | 7,528股 | $194.3万 | 6,606股 | +922股+13.96% | 加仓 |
卡特彼勒CAT |
| 0.35% | 0.24% | $246.0万 | 2,310股 | $162.6万 | 2,295股 | +15股+0.65% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.34% | 0.29% | $241.2万 | 10.2万股 | $196.1万 | 9.1万股 | +1.1万股+11.62% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.33% | 0.35% | $235.3万 | 3.0万股 | $237.1万 | 3.0万股 | -139股-0.46% | 减仓 |
| G高盛ETF信托GINC |
| 0.31% | 0.27% | $223.5万 | 4.0万股 | $185.7万 | 3.7万股 | +3,099股+8.35% | 加仓 |
| T泰森食品TSN |
| 0.3% | 0.35% | $211.8万 | 3.7万股 | $237.1万 | 3.7万股 | -11股-0.03% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.3% | 0.26% | $210.1万 | 4.4万股 | $180.9万 | 3.9万股 | +4,956股+12.81% | 加仓 |
艾伯维ABBV |
| 0.29% | 0.22% | $209.2万 | 8,314股 | $152.8万 | 7,025股 | +1,289股+18.35% | 加仓 |
| IiShares安硕信托EMB |
| 0.29% | 0.25% | $205.3万 | 2.1万股 | $173.2万 | 1.8万股 | +2,842股+15.41% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.29% | 0.22% | $204.3万 | 4.0万股 | $152.9万 | 3.1万股 | +9,754股+31.84% | 加仓 |
宝洁PG |
| 0.28% | 0.29% | $200.3万 | 1.4万股 | $199.9万 | 1.4万股 | -177股-1.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.23% | $196.1万 | 5,551股 | $159.2万 | 5,550股 | +1股+0.02% | 加仓 |
埃克森美孚XOM |
| 0.25% | 0.3% | $179.3万 | 1.3万股 | $207.7万 | 1.2万股 | +874股+7.14% | 加仓 |
美光科技MU |
| 0.25% | 0.06% | $177.8万 | 1,540股 | $42.9万 | 1,271股 | +269股+21.16% | 加仓 |
威瑞森VZ |
| 0.25% | 0.32% | $176.6万 | 4.2万股 | $217.9万 | 4.3万股 | -1,695股-3.91% | 减仓 |
泛林集团LRCX |
| 0.25% | 0.13% | $176.5万 | 4,074股 | $86.3万 | 4,039股 | +35股+0.87% | 加仓 |
雪佛龙CVX |
| 0.25% | 0.33% | $176.4万 | 1.1万股 | $224.9万 | 1.1万股 | -230股-2.12% | 减仓 |
默沙东MRK |
| 0.24% | 0.23% | $172.4万 | 1.3万股 | $157.6万 | 1.3万股 | +322股+2.46% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.23% | 0.3% | $166.6万 | 1.6万股 | $206.8万 | 2.1万股 | -5,253股-24.67% | 减仓 |
VisaV |
| 0.23% | 0.21% | $161.6万 | 4,709股 | $145.3万 | 4,807股 | -98股-2.04% | 减仓 |
PHILIP MORRIS INTLPM |
| 0.21% | 0.21% | $150.2万 | 8,303股 | $143.0万 | 8,650股 | -347股-4.01% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.21% | 0.19% | $148.2万 | 4.0万股 | $128.1万 | 3.5万股 | +5,275股+15.17% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 0.2% | 0.18% | $145.0万 | 2,898股 | $120.5万 | 2,514股 | +384股+15.27% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.2% | 0.19% | $145.0万 | 2.9万股 | $128.2万 | 2.6万股 | +3,035股+11.85% | 加仓 |