 苹果AAPL |
| 4.72% | 4.68% | $2,389.4万 | 8.3万股 | $2,130.6万 | 8.4万股 | -1,362股-1.62% | 减仓 |
 英伟达NVDA |
| 4.51% | 4.36% | $2,282.1万 | 11.4万股 | $1,984.5万 | 11.4万股 | +286股+0.25% | 加仓 |
 微软MSFT |
| 2.75% | 2.98% | $1,393.0万 | 3.7万股 | $1,356.2万 | 3.7万股 | +691股+1.89% | 加仓 |
 礼来LLY |
| 2.5% | 2.06% | $1,265.6万 | 1.1万股 | $937.6万 | 1.0万股 | +357股+3.50% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.41% | 2.06% | $1,219.8万 | 14.9万股 | $936.6万 | 13.2万股 | +1.7万股+12.70% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.06% | 2.06% | $1,041.5万 | 8.1万股 | $937.5万 | 8.4万股 | -2,947股-3.49% | 减仓 |
| A美国世纪ETF信托AVLC |
| 1.93% | 1.54% | $977.6万 | 10.9万股 | $702.5万 | 9.1万股 | +1.8万股+19.93% | 加仓 |
 摩根大通JPM |
| 1.89% | 1.87% | $955.9万 | 2.9万股 | $850.2万 | 2.9万股 | +309股+1.07% | 加仓 |
 谷歌AGOOGL |
| 1.77% | 1.57% | $896.3万 | 2.5万股 | $716.2万 | 2.5万股 | +153股+0.61% | 加仓 |
 埃克森美孚XOM |
| 1.77% | 2.43% | $894.9万 | 6.5万股 | $1,108.4万 | 6.5万股 | +101股+0.15% | 加仓 |
 艾伯维ABBV |
| 1.75% | 1.68% | $883.4万 | 3.5万股 | $763.2万 | 3.5万股 | +33股+0.09% | 加仓 |
 万事达MA |
| 1.61% | 1.73% | $816.7万 | 1.6万股 | $789.1万 | 1.6万股 | +109股+0.69% | 加仓 |
 沃尔玛WMT |
| 1.58% | 1.92% | $796.9万 | 7.0万股 | $875.9万 | 7.0万股 | -135股-0.19% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 1.57% | 1.61% | $793.8万 | 18.8万股 | $734.6万 | 17.4万股 | +1.4万股+8.16% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 1.54% | 1.59% | $779.2万 | 18.8万股 | $724.6万 | 17.4万股 | +1.4万股+7.90% | 加仓 |
 VisaV |
| 1.51% | 1.5% | $761.9万 | 2.2万股 | $684.7万 | 2.3万股 | -442股-1.95% | 减仓 |
 安费诺APH |
| 1.42% | 1.13% | $719.0万 | 4.1万股 | $515.4万 | 4.1万股 | -11股-0.03% | 减仓 |
| IiShares安硕信托IGIB |
| 1.15% | 1.13% | $582.9万 | 11.0万股 | $515.3万 | 9.7万股 | +1.3万股+13.17% | 加仓 |
| FFLEXSHARES TRQLC |
| 1.15% | 0.97% | $581.6万 | 6.5万股 | $443.5万 | 5.7万股 | +7,951股+14.01% | 加仓 |
| IIBMIBM |
| 1.1% | 1.04% | $554.4万 | 2.0万股 | $475.5万 | 2.0万股 | +132股+0.67% | 加仓 |
| FFLEXSHARES TRIQDY |
| 1.09% | 0.94% | $550.1万 | 12.9万股 | $430.1万 | 11.3万股 | +1.5万股+13.62% | 加仓 |
| FFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUNDSKOR |
| 1.05% | 1.05% | $531.2万 | 11.0万股 | $477.2万 | 9.8万股 | +1.1万股+11.66% | 加仓 |
 亚马逊AMZN |
| 1.02% | 0.99% | $515.5万 | 2.2万股 | $452.4万 | 2.2万股 | -133股-0.61% | 减仓 |
 雪佛龙CVX |
| 0.97% | 1.25% | $493.3万 | 3.0万股 | $568.8万 | 2.7万股 | +2,235股+8.13% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.95% | 0.93% | $482.3万 | 8.9万股 | $423.1万 | 8.0万股 | +9,201股+11.48% | 加仓 |
 家得宝HD |
| 0.91% | 0.93% | $459.2万 | 1.3万股 | $421.2万 | 1.3万股 | +210股+1.64% | 加仓 |
| WWisdomTree信托QGRW |
| 0.88% | 0.71% | $445.3万 | 6.7万股 | $323.8万 | 6.1万股 | +6,806股+11.23% | 加仓 |
 特斯拉TSLA |
| 0.85% | 0.83% | $432.3万 | 1.0万股 | $376.2万 | 1.0万股 | +159股+1.57% | 加仓 |
 Meta平台META |
| 0.81% | 0.88% | $408.9万 | 7,259股 | $401.1万 | 7,011股 | +248股+3.54% | 加仓 |
 默沙东MRK |
| 0.8% | 0.84% | $407.0万 | 3.2万股 | $380.8万 | 3.2万股 | -36股-0.11% | 减仓 |
 AVANTIS INTLNGG |
| 0.79% | 0.87% | $399.8万 | 4.5万股 | $393.9万 | 4.6万股 | -1,594股-3.43% | 减仓 |
| AAvantis·U SAVUV |
| 0.78% | 0.73% | $396.2万 | 3.2万股 | $332.8万 | 3.0万股 | +1,732股+5.75% | 加仓 |
 威瑞森VZ |
| 0.77% | 0.95% | $387.8万 | 9.2万股 | $433.5万 | 8.6万股 | +5,184股+6.00% | 加仓 |
 强生JNJ |
| 0.77% | 0.83% | $387.7万 | 1.5万股 | $376.6万 | 1.5万股 | -138股-0.90% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.74% | 0.63% | $376.2万 | 4.1万股 | $285.9万 | 3.5万股 | +5,758股+16.23% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.7% | 0.75% | $353.5万 | 6.3万股 | $339.4万 | 6.0万股 | +2,821股+4.71% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.68% | 0.83% | $343.9万 | 6.8万股 | $377.1万 | 7.5万股 | -6,626股-8.89% | 减仓 |
 宝洁PG |
| 0.66% | 0.74% | $335.9万 | 2.3万股 | $337.9万 | 2.3万股 | -444股-1.90% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.65% | 0.75% | $328.4万 | 9.0万股 | $340.3万 | 9.4万股 | -4,150股-4.41% | 减仓 |
 伊顿ETN |
| 0.64% | 0.62% | $325.8万 | 7,649股 | $282.2万 | 7,889股 | -240股-3.04% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.65% | $320.8万 | 6,404股 | $294.5万 | 6,146股 | +258股+4.20% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.62% | 0.8% | $314.3万 | 5.9万股 | $364.8万 | 6.0万股 | -286股-0.48% | 减仓 |
 CHUBB LIMITEDCB |
| 0.61% | 0.65% | $307.3万 | 9,020股 | $293.9万 | 9,019股 | +1股+0.01% | 加仓 |
 博通AVGO |
| 0.59% | 0.56% | $300.1万 | 7,946股 | $254.4万 | 8,221股 | -275股-3.35% | 减仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 0.58% | 0.88% | $295.7万 | 4.9万股 | $398.5万 | 6.9万股 | -2.0万股-28.36% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.58% | 0.53% | $292.3万 | 4.8万股 | $241.7万 | 4.4万股 | +4,195股+9.64% | 加仓 |
 康宁GLW |
| 0.58% | 0.36% | $291.6万 | 1.1万股 | $163.4万 | 1.2万股 | -604股-5.03% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.55% | 0.53% | $280.1万 | 5.4万股 | $239.9万 | 5.3万股 | +1,094股+2.06% | 加仓 |
| C资本集团股息价值CCBG |
| 0.55% | 0.48% | $276.5万 | 5.6万股 | $220.5万 | 5.2万股 | +4,250股+8.20% | 加仓 |
 Phillips 66PSX |
| 0.53% | 0.64% | $267.9万 | 1.6万股 | $293.7万 | 1.6万股 | -279股-1.73% | 减仓 |
