 苹果AAPL |
| 5.2% | 4.94% | $1,134.8万 | 3.9万股 | $963.4万 | 3.8万股 | +1,257股+3.31% | 加仓 |
| A美国世纪ETF信托AVUS |
| 5.07% | 4.71% | $1,108.3万 | 8.7万股 | $918.8万 | 8.3万股 | +3,890股+4.71% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.85% | 3.87% | $841.2万 | 4.0万股 | $755.2万 | 3.9万股 | +186股+0.47% | 加仓 |
| AAvantis·U SAVUV |
| 2.7% | 2.82% | $590.5万 | 4.7万股 | $549.5万 | 5.0万股 | -2,414股-4.85% | 减仓 |
| V先锋领航·TOTALBND |
| 2.58% | 2.48% | $562.9万 | 7.7万股 | $482.8万 | 6.6万股 | +1.1万股+16.96% | 加仓 |
 亚马逊AMZN |
| 2.41% | 2.42% | $527.1万 | 2.2万股 | $472.4万 | 2.3万股 | -566股-2.50% | 减仓 |
| IiShares安硕信托LQD |
| 2.2% | 2.29% | $480.7万 | 4.4万股 | $446.8万 | 4.1万股 | +3,072股+7.49% | 加仓 |
 谷歌AGOOGL |
| 2.18% | 2.03% | $476.8万 | 1.3万股 | $396.2万 | 1.4万股 | -438股-3.18% | 减仓 |
| IiShares安硕信托DGRO |
| 1.96% | 1.96% | $428.3万 | 5.7万股 | $381.8万 | 5.4万股 | +2,116股+3.89% | 加仓 |
 英伟达NVDA |
| 1.88% | 1.83% | $411.4万 | 2.1万股 | $356.1万 | 2.0万股 | +144股+0.71% | 加仓 |
 黑石集团BX |
| 1.83% | 2.14% | $399.0万 | 3.4万股 | $418.2万 | 3.6万股 | -2,455股-6.75% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.82% | 1.88% | $396.5万 | 10.8万股 | $366.3万 | 10.8万股 | -202股-0.19% | 减仓 |
| G通用动力VTI |
| 1.79% | 1.79% | $390.3万 | 1.1万股 | $349.2万 | 1.1万股 | -339股-3.11% | 减仓 |
 摩根大通JPM |
| 1.77% | 1.81% | $386.8万 | 1.2万股 | $353.7万 | 1.2万股 | -208股-1.73% | 减仓 |
 嘉信理财SCHW |
| 1.73% | 2.05% | $377.4万 | 4.1万股 | $400.6万 | 4.3万股 | -1,719股-4.03% | 减仓 |
| IiShares安硕信托IVV |
| 1.71% | 1.1% | $373.4万 | 4,986股 | $214.5万 | 3,284股 | +1,702股+51.83% | 加仓 |
 卡特彼勒CAT |
| 1.66% | 1.24% | $363.4万 | 3,412股 | $242.6万 | 3,424股 | -12股-0.35% | 减仓 |
| IiShares安硕信托IQLT |
| 1.62% | 1.63% | $353.8万 | 7.1万股 | $318.6万 | 6.9万股 | +2,482股+3.60% | 加仓 |
 艾伯维ABBV |
| 1.54% | 1.62% | $336.0万 | 1.3万股 | $316.5万 | 1.5万股 | -1,199股-8.24% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.32% | 1.2% | $288.1万 | 8,153股 | $233.9万 | 8,155股 | -2股-0.02% | 减仓 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 1.24% | 1.21% | $270.2万 | 5.1万股 | $235.6万 | 4.4万股 | +7,128股+16.37% | 加仓 |
 微软MSFT |
| 1.2% | 1.29% | $262.2万 | 7,029股 | $251.2万 | 6,787股 | +242股+3.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.03% | 1.2% | $225.9万 | 4,514股 | $233.0万 | 4,863股 | -349股-7.18% | 减仓 |
| S道富SPHY |
| 1.01% | 0.85% | $221.2万 | 9.4万股 | $166.6万 | 7.1万股 | +2.3万股+32.09% | 加仓 |
 TJXTJX |
| 1% | 1.21% | $219.2万 | 1.4万股 | $235.1万 | 1.5万股 | -253股-1.72% | 减仓 |
| B贝莱德ETF信托DYNF |
| 0.99% | 0.85% | $216.0万 | 3.2万股 | $166.5万 | 2.9万股 | +3,148股+11.00% | 加仓 |
 CrowdStrikeCRWD |
| 0.94% | 0.53% | $204.4万 | 2,679股 | $104.0万 | 2,664股 | +15股+0.56% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.93% | 1.05% | $202.7万 | 8.4万股 | $203.9万 | 8.4万股 | -67股-0.08% | 减仓 |
| N新纪元能源NEE |
| 0.92% | 1.18% | $200.6万 | 2.3万股 | $230.2万 | 2.5万股 | -1,927股-7.78% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.87% | 0.79% | $189.8万 | 5.0万股 | $154.9万 | 4.5万股 | +4,966股+11.03% | 加仓 |
| IiShares安硕信托IVW |
| 0.84% | 0.69% | $183.5万 | 1.3万股 | $135.2万 | 1.2万股 | +1,390股+11.63% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.82% | 0.96% | $178.8万 | 5.6万股 | $187.5万 | 5.6万股 | +2股+0.00% | 加仓 |
 万事达MA |
| 0.78% | 0.95% | $170.2万 | 3,313股 | $184.8万 | 3,699股 | -386股-10.44% | 减仓 |
 博通AVGO |
| 0.78% | 0.73% | $169.3万 | 4,482股 | $142.1万 | 4,591股 | -109股-2.37% | 减仓 |
 伊顿ETN |
| 0.77% | 0.72% | $169.2万 | 3,971股 | $141.1万 | 3,946股 | +25股+0.63% | 加仓 |
| C资本集团全球股票CGGE |
| 0.74% | 0.73% | $162.1万 | 4.6万股 | $142.8万 | 4.7万股 | -809股-1.73% | 减仓 |
 Meta平台META |
| 0.69% | 0.76% | $151.5万 | 2,690股 | $149.0万 | 2,604股 | +86股+3.30% | 加仓 |
 家得宝HD |
| 0.68% | 0.72% | $149.3万 | 4,232股 | $139.5万 | 4,242股 | -10股-0.24% | 减仓 |
 礼来LLY |
| 0.67% | 0.57% | $146.8万 | 1,224股 | $111.5万 | 1,212股 | +12股+0.99% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.66% | 0.65% | $143.6万 | 9,148股 | $126.9万 | 9,177股 | -29股-0.32% | 减仓 |
| IiShares黄金信托IAU |
| 0.64% | 0.31% | $140.2万 | 1.9万股 | $61.3万 | 6,951股 | +1.2万股+167.04% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.64% | 0.57% | $140.0万 | 3.7万股 | $110.7万 | 3.1万股 | +6,476股+21.00% | 加仓 |
| S道富SPYV |
| 0.64% | 0.65% | $139.4万 | 2.3万股 | $127.0万 | 2.2万股 | +489股+2.18% | 加仓 |
 L3哈里斯LHX |
| 0.59% | 0.83% | $129.3万 | 4,449股 | $162.2万 | 4,699股 | -250股-5.32% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.59% | 0.48% | $128.3万 | 2.7万股 | $94.3万 | 2.3万股 | +3,705股+15.78% | 加仓 |
 强生JNJ |
| 0.54% | 0.57% | $118.6万 | 4,670股 | $111.8万 | 4,573股 | +97股+2.12% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.54% | 0.42% | $118.1万 | 6,200股 | $82.4万 | 6,200股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.53% | 0.33% | $115.8万 | 1.5万股 | $64.6万 | 9,442股 | +5,776股+61.17% | 加仓 |
| C资本集团股息价值CCBG |
| 0.52% | 0.57% | $114.6万 | 2.3万股 | $111.0万 | 2.6万股 | -2,834股-10.87% | 减仓 |
 埃克森美孚XOM |
| 0.52% | 0.72% | $114.4万 | 8,367股 | $140.9万 | 8,306股 | +61股+0.73% | 加仓 |
