苹果AAPL |
| 3.83% | 3.86% | $1,669.7万 | 5.8万股 | $1,487.5万 | 5.9万股 | -907股-1.55% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 3.8% | 4.03% | $1,658.6万 | 39.3万股 | $1,554.1万 | 36.8万股 | +2.5万股+6.75% | 加仓 |
美光科技MU |
| 3.44% | 1.21% | $1,502.1万 | 1.3万股 | $467.2万 | 1.4万股 | -816股-5.90% | 减仓 |
| V先锋领航债券指数基金BIV |
| 3.31% | 3.71% | $1,443.1万 | 18.8万股 | $1,429.5万 | 18.5万股 | +2,932股+1.58% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.11% | 3.27% | $1,356.8万 | 28.4万股 | $1,259.7万 | 26.3万股 | +2.1万股+8.00% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.66% | 2.99% | $1,161.6万 | 14.9万股 | $1,150.8万 | 14.7万股 | +2,332股+1.59% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.56% | 2.57% | $1,119.4万 | 4.7万股 | $991.2万 | 4.6万股 | +1,218股+2.64% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.38% | 2.52% | $1,040.8万 | 6.6万股 | $971.1万 | 6.6万股 | +285股+0.43% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.27% | 2.17% | $989.6万 | 14.2万股 | $835.7万 | 13.4万股 | +7,749股+5.79% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 2.15% | 2.17% | $940.4万 | 14.0万股 | $836.3万 | 12.7万股 | +1.3万股+9.86% | 加仓 |
| V先锋领航·TOTALBND |
| 1.91% | 2.11% | $833.8万 | 11.4万股 | $812.1万 | 11.0万股 | +3,313股+3.00% | 加仓 |
| IiShares安硕信托AGG |
| 1.71% | 1.91% | $744.4万 | 7.5万股 | $737.4万 | 7.4万股 | +921股+1.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.65% | 1.5% | $721.4万 | 2.0万股 | $578.6万 | 2.0万股 | +247股+1.22% | 加仓 |
英伟达NVDA |
| 1.62% | 1.59% | $705.1万 | 3.5万股 | $611.4万 | 3.5万股 | +185股+0.53% | 加仓 |
| V先锋领航指数基金VUG |
| 1.58% | 1.43% | $691.6万 | 8.0万股 | $550.7万 | 1.3万股 | +6.8万股+536.74% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 1.55% | 1.69% | $678.2万 | 1.4万股 | $649.5万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBNDX |
| 1.5% | 1.64% | $654.7万 | 13.5万股 | $633.4万 | 13.2万股 | +3,365股+2.55% | 加仓 |
| IiShares安硕信托STIP |
| 1.49% | 1.64% | $649.4万 | 6.4万股 | $632.4万 | 6.1万股 | +2,428股+3.97% | 加仓 |
微软MSFT |
| 1.48% | 1.59% | $647.6万 | 1.7万股 | $612.0万 | 1.7万股 | +830股+5.02% | 加仓 |
| IiShares安硕信托IGIB |
| 1.4% | 1.56% | $610.3万 | 11.5万股 | $602.5万 | 11.3万股 | +1,570股+1.39% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.37% | 1.34% | $597.9万 | 14.5万股 | $514.8万 | 13.2万股 | +1.3万股+9.70% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 1.22% | 1.23% | $532.5万 | 9.8万股 | $474.3万 | 8.8万股 | +9,935股+11.31% | 加仓 |
| V先锋领航指数基金VTV |
| 1.16% | 1.16% | $504.9万 | 2.3万股 | $448.0万 | 2.3万股 | +336股+1.47% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.15% | 1.14% | $500.6万 | 9.3万股 | $440.0万 | 8.3万股 | +9,293股+11.15% | 加仓 |
亚马逊AMZN |
| 1.12% | 1.1% | $490.8万 | 2.1万股 | $423.7万 | 2.0万股 | +247股+1.21% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.12% | 0.99% | $489.4万 | 11.7万股 | $379.7万 | 10.3万股 | +1.4万股+13.54% | 加仓 |
| SSPDR道富系列信托EBND |
| 1.06% | 1.15% | $462.4万 | 22.1万股 | $444.9万 | 21.6万股 | +5,506股+2.55% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.02% | 0.91% | $447.0万 | 11.1万股 | $350.4万 | 10.3万股 | +7,681股+7.42% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.95% | 0.9% | $412.9万 | 9.3万股 | $347.0万 | 8.9万股 | +3,784股+4.24% | 加仓 |
卡特彼勒CAT |
| 0.94% | 0.71% | $409.2万 | 3,843股 | $274.9万 | 3,880股 | -37股-0.95% | 减仓 |
| V先锋领航·MIDVO |
| 0.93% | 0.9% | $405.7万 | 5.0万股 | $346.3万 | 1.2万股 | +3.8万股+317.56% | 加仓 |
台积电TSM |
| 0.89% | 0.7% | $387.3万 | 8,109股 | $269.6万 | 7,977股 | +132股+1.65% | 加仓 |
| V先锋领航全球基金VFH |
| 0.83% | 0.87% | $363.6万 | 2.8万股 | $334.9万 | 2.8万股 | -95股-0.34% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.81% | 0.78% | $355.4万 | 9.0万股 | $300.6万 | 8.4万股 | +5,705股+6.78% | 加仓 |
| V先锋领航全球基金VGT |
| 0.77% | 0.6% | $337.2万 | 2.8万股 | $230.4万 | 3,302股 | +2.5万股+754.48% | 加仓 |
| V先锋领航指数基金VB |
| 0.76% | 0.71% | $330.9万 | 1.1万股 | $272.6万 | 1.0万股 | +510股+4.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.74% | $326.1万 | 4,367股 | $286.0万 | 4,398股 | -31股-0.70% | 减仓 |
礼来LLY |
| 0.74% | 0.69% | $323.4万 | 2,696股 | $265.3万 | 2,884股 | -188股-6.52% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 0.73% | 0.66% | $320.6万 | 7.8万股 | $252.7万 | 6.1万股 | +1.7万股+28.31% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.71% | 0.59% | $311.2万 | 9.1万股 | $226.5万 | 7.0万股 | +2.1万股+29.72% | 加仓 |
强生JNJ |
| 0.65% | 0.72% | $285.3万 | 1.1万股 | $278.0万 | 1.1万股 | -140股-1.23% | 减仓 |
摩根大通JPM |
| 0.65% | 0.66% | $283.3万 | 8,656股 | $256.1万 | 8,705股 | -49股-0.56% | 减仓 |
应用材料AMAT |
| 0.62% | 0.33% | $269.0万 | 3,720股 | $128.8万 | 3,767股 | -47股-1.25% | 减仓 |
雷神技术RTX |
| 0.54% | 0.62% | $234.4万 | 1.2万股 | $238.6万 | 1.2万股 | -15股-0.12% | 减仓 |
AMD超威AMD |
| 0.53% | 0.3% | $232.1万 | 3,996股 | $115.5万 | 5,677股 | -1,681股-29.61% | 减仓 |
艾伯维ABBV |
| 0.53% | 0.52% | $231.0万 | 9,181股 | $200.1万 | 9,199股 | -18股-0.20% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.52% | 0.54% | $226.1万 | 3.8万股 | $208.5万 | 3.9万股 | -705股-1.83% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.48% | 0.55% | $210.6万 | 4.2万股 | $210.4万 | 4.2万股 | -420股-1.00% | 减仓 |
好市多COST |
| 0.47% | 0.58% | $206.9万 | 2,212股 | $222.4万 | 2,232股 | -20股-0.90% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.47% | 0.48% | $203.9万 | 6,820股 | $186.1万 | 6,835股 | -15股-0.22% | 减仓 |