 苹果AAPL |
| 7.94% | 7.85% | $4,882.2万 | 16.9万股 | $4,288.8万 | 16.9万股 | -265股-0.16% | 减仓 |
| V先锋领航指数基金VUG |
| 6.27% | 5.95% | $3,851.5万 | 44.7万股 | $3,250.1万 | 7.4万股 | +37.3万股+500.90% | 加仓 |
| V先锋领航指数基金VOT |
| 4.48% | 4.16% | $2,752.2万 | 9.0万股 | $2,275.2万 | 8.8万股 | +1,447股+1.64% | 加仓 |
| S道富SLYG |
| 4.46% | 4.02% | $2,741.8万 | 23.0万股 | $2,199.6万 | 22.8万股 | +2,496股+1.10% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.16% | 4.31% | $2,555.3万 | 12.9万股 | $2,355.1万 | 12.8万股 | +1,518股+1.19% | 加仓 |
| A美国世纪ETF信托AVLV |
| 3.97% | 3.91% | $2,440.6万 | 26.8万股 | $2,140.0万 | 26.5万股 | +2,107股+0.79% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.66% | 3.86% | $2,250.4万 | 60.4万股 | $2,109.1万 | 59.4万股 | +1.0万股+1.74% | 加仓 |
| RRBB FUND TRUSTEBI |
| 3.52% | 3.53% | $2,162.9万 | 33.3万股 | $1,929.9万 | 33.4万股 | -530股-0.16% | 减仓 |
| AAvantis·U SAVUV |
| 3.14% | 3.13% | $1,930.6万 | 15.5万股 | $1,710.0万 | 15.5万股 | -47股-0.03% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.93% | 2.75% | $1,798.7万 | 18.6万股 | $1,503.4万 | 18.7万股 | -154股-0.08% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 2.63% | 2.82% | $1,617.2万 | 46.2万股 | $1,539.6万 | 45.7万股 | +4,399股+0.96% | 加仓 |
| IiShares安硕信托ICVT |
| 2.62% | 2.36% | $1,608.8万 | 13.2万股 | $1,289.9万 | 12.7万股 | +5,431股+4.29% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.56% | 2.45% | $1,572.5万 | 19.1万股 | $1,339.0万 | 18.8万股 | +2,736股+1.45% | 加仓 |
| V先锋领航指数基金VTV |
| 2.13% | 2.21% | $1,308.3万 | 6.0万股 | $1,206.9万 | 6.2万股 | -1,482股-2.41% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.97% | 2.6% | $1,213.8万 | 49.4万股 | $1,419.6万 | 49.4万股 | -45股-0.01% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.77% | 1.71% | $1,086.0万 | 16.1万股 | $935.5万 | 14.6万股 | +1.4万股+9.78% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.51% | 1.54% | $929.4万 | 18.4万股 | $841.7万 | 18.4万股 | +78股+0.04% | 加仓 |
 英伟达NVDA |
| 1.48% | 1.46% | $908.1万 | 4.5万股 | $796.3万 | 4.6万股 | -274股-0.60% | 减仓 |
| XXTRACKERS INTER REAL ESTETFHAUZ |
| 1.25% | 1.3% | $767.1万 | 34.2万股 | $709.8万 | 31.4万股 | +2.8万股+8.93% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.19% | 1.16% | $729.0万 | 6.7万股 | $634.6万 | 6.7万股 | -277股-0.41% | 减仓 |
| GGlobal X基金PFFD |
| 1.1% | 1.17% | $676.8万 | 36.2万股 | $642.1万 | 34.9万股 | +1.3万股+3.77% | 加仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 1.1% | 1.06% | $676.3万 | 3.5万股 | $578.0万 | 3.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.05% | 0.95% | $647.5万 | 1.3万股 | $517.0万 | 1.1万股 | +2,153股+19.96% | 加仓 |
| S道富SPHY |
| 1.03% | 1.11% | $635.2万 | 27.1万股 | $607.2万 | 26.0万股 | +1.1万股+4.07% | 加仓 |
| F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 1.02% | 1.12% | $624.6万 | 27.3万股 | $611.6万 | 26.6万股 | +6,626股+2.49% | 加仓 |
 亚马逊AMZN |
| 0.98% | 0.96% | $600.9万 | 2.5万股 | $526.0万 | 2.5万股 | -40股-0.16% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.97% | 1.31% | $599.1万 | 8股 | $718.1万 | 10股 | -2股-20.00% | 减仓 |
 特斯拉TSLA |
| 0.89% | 0.88% | $546.3万 | 1.3万股 | $483.5万 | 1.3万股 | -17股-0.13% | 减仓 |
| IISHARES BROADUSIG |
| 0.82% | 0.88% | $504.9万 | 9.8万股 | $478.9万 | 9.3万股 | +4,945股+5.29% | 加仓 |
 AMGEN COMAMGN |
| 0.82% | 0.9% | $504.8万 | 1.4万股 | $490.0万 | 1.4万股 | +14股+0.10% | 加仓 |
 谷歌AGOOGL |
| 0.8% | 0.72% | $489.0万 | 1.4万股 | $395.4万 | 1.4万股 | -66股-0.48% | 减仓 |
| S嘉信策略信托SCHF |
| 0.74% | 0.75% | $456.8万 | 16.5万股 | $408.6万 | 16.5万股 | -188股-0.11% | 减仓 |
 摩根大通JPM |
| 0.7% | 0.7% | $429.7万 | 1.3万股 | $381.2万 | 1.3万股 | +170股+1.31% | 加仓 |
 Meta平台META |
| 0.67% | 0.77% | $412.6万 | 7,324股 | $419.9万 | 7,339股 | -15股-0.20% | 减仓 |
 微软MSFT |
| 0.67% | 0.76% | $409.0万 | 1.1万股 | $413.4万 | 1.1万股 | -202股-1.81% | 减仓 |
| V先锋领航指数基金VBK |
| 0.65% | 0.61% | $399.4万 | 1.1万股 | $335.4万 | 1.1万股 | -175股-1.58% | 减仓 |
 好市多COST |
| 0.65% | 0.78% | $397.6万 | 4,250股 | $426.1万 | 4,276股 | -26股-0.61% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.62% | 0.71% | $378.6万 | 3.7万股 | $388.9万 | 3.9万股 | -2,207股-5.67% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.61% | 0.64% | $377.8万 | 11.2万股 | $349.4万 | 12.0万股 | -8,310股-6.93% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.58% | 0.58% | $357.6万 | 4.9万股 | $315.5万 | 5.1万股 | -1,879股-3.71% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.52% | $351.3万 | 9,942股 | $284.8万 | 9,929股 | +13股+0.13% | 加仓 |
| IiShares安硕信托IMCV |
| 0.57% | 0.63% | $348.7万 | 3.8万股 | $343.3万 | 4.0万股 | -2,333股-5.76% | 减仓 |
 ExpediaEXPE |
| 0.55% | 0.56% | $336.9万 | 1.3万股 | $304.9万 | 1.3万股 | -40股-0.30% | 减仓 |
| IIONQIONQ |
| 0.52% | 0.32% | $319.8万 | 6.0万股 | $173.0万 | 6.0万股 | +43股+0.07% | 加仓 |
 AVANTIS INTLNGG |
| 0.51% | 0.58% | $311.0万 | 3.5万股 | $318.5万 | 3.8万股 | -2,670股-7.11% | 减仓 |
| AAT&TT |
| 0.5% | 0.79% | $308.8万 | 14.9万股 | $431.8万 | 14.9万股 | +224股+0.15% | 加仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.5% | 0.19% | $307.2万 | 5.5万股 | $102.4万 | 3.5万股 | +2.0万股+57.14% | 加仓 |
 卡特彼勒CAT |
| 0.5% | 0.37% | $305.9万 | 2,873股 | $203.9万 | 2,878股 | -5股-0.17% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.49% | 0.53% | $298.5万 | 6.2万股 | $290.5万 | 6.2万股 | -118股-0.19% | 减仓 |
| IiShares安硕信托IMCG |
| 0.46% | 0.45% | $283.5万 | 2.9万股 | $245.6万 | 3.1万股 | -2,334股-7.49% | 减仓 |
