 微软MSFT |
| 8.14% | 8.84% | $1,111.2万 | 2.6万股 | $1,135.4万 | 2.6万股 | -23股-0.09% | 减仓 |
| IiShares安硕·COREIJH |
| 7.47% | 2.69% | $1,019.5万 | 16.3万股 | $345.6万 | 5.5万股 | +10.8万股+194.52% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 6.76% | 6.8% | $922.6万 | 2.3万股 | $873.4万 | 2.3万股 | -356股-1.53% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 6.25% | 6.54% | $852.3万 | 13.4万股 | $840.0万 | 13.1万股 | +3,343股+2.55% | 加仓 |
| F第一信托·USTFVD |
| 5.75% | 6.38% | $785.1万 | 18.0万股 | $819.6万 | 18.0万股 | -537股-0.30% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 5.65% | 6.08% | $770.9万 | 1.4万股 | $781.7万 | 1.4万股 | -188股-1.37% | 减仓 |
 苹果AAPL |
| 5.55% | 3.77% | $757.0万 | 3.0万股 | $484.6万 | 2.1万股 | +9,435股+45.37% | 加仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 4.06% | 4.05% | $553.5万 | 9.4万股 | $519.7万 | 8.9万股 | +4,522股+5.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.03% | 4.22% | $550.5万 | 9,392股 | $542.4万 | 9,453股 | -61股-0.65% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 3.62% | 3.83% | $493.6万 | 2.2万股 | $492.1万 | 2.2万股 | +59股+0.26% | 加仓 |
| IiShares安硕·COREIJR |
| 3.35% | 3.62% | $456.9万 | 4.0万股 | $465.3万 | 4.0万股 | -221股-0.56% | 减仓 |
 亚马逊AMZN |
| 2.21% | 2.02% | $302.1万 | 1.4万股 | $259.0万 | 1.4万股 | -130股-0.94% | 减仓 |
| IiShares安硕信托IWD |
| 2.2% | 2.4% | $299.6万 | 1.6万股 | $307.8万 | 1.6万股 | -34股-0.21% | 减仓 |
| IiShares安硕信托IQLT |
| 2.12% | 2.56% | $288.8万 | 7.8万股 | $328.6万 | 7.9万股 | -1,404股-1.77% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.77% | 2.08% | $240.8万 | 3.2万股 | $267.3万 | 3.2万股 | -349股-1.09% | 减仓 |
 好市多COST |
| 1.36% | 1.41% | $186.2万 | 2,032股 | $181.2万 | 2,044股 | -12股-0.59% | 减仓 |
| IiShares安硕信托IVV |
| 1.35% | 1.39% | $184.8万 | 3,138股 | $179.2万 | 3,106股 | +32股+1.03% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.19% | 1.2% | $162.3万 | 1.5万股 | $154.0万 | 1.4万股 | +628股+4.39% | 加仓 |
 礼来LLY |
| 1.18% | 1.44% | $161.0万 | 2,085股 | $184.8万 | 2,085股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 1.08% | 1.17% | $147.5万 | 1.1万股 | $150.6万 | 1.1万股 | +83股+0.74% | 加仓 |
| IiShares安硕信托EEM |
| 0.93% | 1.09% | $127.4万 | 3.0万股 | $139.9万 | 3.0万股 | -238股-0.78% | 减仓 |
 宝洁PG |
| 0.92% | 1.01% | $125.7万 | 7,498股 | $129.9万 | 7,498股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.86% | 0.98% | $117.8万 | 1.3万股 | $126.4万 | 1.3万股 | -52股-0.40% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.83% | 0.94% | $113.4万 | 1.2万股 | $120.5万 | 1.2万股 | +357股+3.02% | 加仓 |
| BBANK OF AMERBAC |
| 0.79% | 0.75% | $107.6万 | 2.4万股 | $96.8万 | 2.4万股 | +85股+0.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.71% | $104.0万 | 5,461股 | $91.6万 | 5,476股 | -15股-0.27% | 减仓 |
 谷歌AGOOGL |
| 0.75% | 0.7% | $101.9万 | 5,384股 | $89.9万 | 5,420股 | -36股-0.66% | 减仓 |
| G通用动力VTI |
| 0.71% | 0.73% | $97.2万 | 3,352股 | $93.7万 | 3,308股 | +44股+1.33% | 加仓 |
 英伟达NVDA |
| 0.7% | 0.7% | $95.1万 | 7,079股 | $89.6万 | 7,379股 | -300股-4.07% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.68% | 0.77% | $92.5万 | 2.1万股 | $98.4万 | 2.1万股 | +446股+2.17% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.61% | 0.71% | $83.3万 | 1.4万股 | $91.4万 | 1.4万股 | +202股+1.50% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.61% | 0.66% | $82.9万 | 6,815股 | $84.3万 | 7,003股 | -188股-2.68% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.63% | $78.3万 | 1,728股 | $80.4万 | 1,746股 | -18股-1.03% | 减仓 |
 摩根大通JPM |
| 0.57% | 0.53% | $77.3万 | 3,224股 | $67.9万 | 3,222股 | +2股+0.06% | 加仓 |
 家得宝HD |
| 0.55% | 0.62% | $75.6万 | 1,943股 | $79.2万 | 1,955股 | -12股-0.61% | 减仓 |
 VisaV |
| 0.52% | 0.49% | $71.5万 | 2,261股 | $63.1万 | 2,296股 | -35股-1.52% | 减仓 |
 埃克森美孚XOM |
| 0.5% | 0.59% | $68.6万 | 6,373股 | $75.3万 | 6,421股 | -48股-0.75% | 减仓 |
 Meta平台META |
| 0.47% | 0.45% | $63.8万 | 1,089股 | $57.9万 | 1,012股 | +77股+7.61% | 加仓 |
| V先锋领航指数基金VV |
| 0.41% | 0.43% | $56.1万 | 2,081股 | $54.9万 | 2,086股 | -5股-0.24% | 减仓 |
| IISHARES U.S. BASIC MATERIALS ETFIYM |
| 0.4% | 0.49% | $54.9万 | 4,224股 | $63.1万 | 4,205股 | +19股+0.45% | 加仓 |
 联合健康UNH |
| 0.38% | 0.47% | $52.5万 | 1,038股 | $60.6万 | 1,037股 | +1股+0.10% | 加仓 |
| V先锋领航·MIDVO |
| 0.37% | 0.4% | $49.9万 | 1,889股 | $51.4万 | 1,947股 | -58股-2.98% | 减仓 |
 甲骨文ORCL |
| 0.36% | 0.4% | $48.8万 | 2,926股 | $51.6万 | 3,031股 | -105股-3.46% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.34% | 0.39% | $46.9万 | 3,552股 | $50.1万 | 3,529股 | +23股+0.65% | 加仓 |
 默沙东MRK |
| 0.33% | 0.4% | $45.4万 | 4,565股 | $51.8万 | 4,564股 | +1股+0.02% | 加仓 |
 强生JNJ |
| 0.32% | 0.38% | $44.0万 | 3,045股 | $49.1万 | 3,032股 | +13股+0.43% | 加仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.35% | $43.7万 | 1,820股 | $44.7万 | 1,883股 | -63股-3.35% | 减仓 |
 波音BA |
| 0.32% | 0.3% | $43.5万 | 2,457股 | $38.5万 | 2,533股 | -76股-3.00% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.29% | 0.31% | $39.9万 | 937股 | $39.5万 | 933股 | +4股+0.43% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.29% | 0.34% | $39.6万 | 8,272股 | $43.1万 | 8,162股 | +110股+1.35% | 加仓 |
