| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 34.77% | 38.81% | $1.15亿 | 227.7万股 | $1.16亿 | 229.1万股 | -1.4万股-0.61% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 15.47% | 11.61% | $5,137.6万 | 123.4万股 | $3,477.3万 | 96.1万股 | +27.3万股+28.44% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 14.35% | 12.84% | $4,766.2万 | 20.1万股 | $3,846.2万 | 17.9万股 | +2.3万股+12.63% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 10.14% | 9.6% | $3,365.5万 | 70.8万股 | $2,874.0万 | 70.3万股 | +5,390股+0.77% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 8.8% | 11.03% | $2,920.5万 | 39股 | $3,303.4万 | 46股 | -7股-15.22% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 3.56% | 3.39% | $1,182.0万 | 22.9万股 | $1,014.3万 | 22.5万股 | +3,872股+1.72% | 加仓 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 3.11% | 3.26% | $1,031.5万 | 32.1万股 | $975.4万 | 32.1万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 2.78% | 2.58% | $923.5万 | 2.5万股 | $773.5万 | 2.4万股 | +846股+3.51% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.75% | 2.79% | $913.3万 | 22.1万股 | $834.9万 | 21.4万股 | +7,125股+3.32% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 1.02% | $282.6万 | 5,648股 | $304.9万 | 6,363股 | -715股-11.24% | 减仓 |
 微软MSFT |
| 0.58% | 0.64% | $193.2万 | 5,178股 | $192.6万 | 5,203股 | -25股-0.48% | 减仓 |
 苹果AAPL |
| 0.44% | 0.43% | $146.8万 | 5,073股 | $128.7万 | 5,073股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.37% | 0.12% | $124.0万 | 1,074股 | $36.3万 | 1,074股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.32% | 0.24% | $106.5万 | 1,000股 | $70.8万 | 1,000股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $82.5万 | 2,307股 | $66.3万 | 2,307股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.18% | 0.23% | $58.6万 | 1.8万股 | $67.6万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.14% | 0.14% | $47.5万 | 6,161股 | $41.6万 | 6,161股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.14% | 0.09% | $46.5万 | 1,951股 | $27.6万 | 1,326股 | +625股+47.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.14% | 0.14% | $45.8万 | 6,433股 | $41.2万 | 6,433股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.12% | 0.11% | $38.8万 | 564股 | $33.7万 | 564股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.11% | 0.11% | $37.6万 | 502股 | $32.8万 | 502股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.11% | 0.12% | $37.2万 | 1,028股 | $36.2万 | 1,028股 | 00.00% | 持仓不变 |
| EELEDON PHARMACEUTICALS INC COMELDN |
| 0.1% | — | $34.2万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 VisaV |
| 0.1% | 0.1% | $32.9万 | 959股 | $29.7万 | 984股 | -25股-2.54% | 减仓 |
 ASSOCIATED BANC-CORP COMASB |
| 0.09% | — | $31.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.09% | 0.09% | $30.7万 | 411股 | $26.7万 | 411股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.09% | — | $28.9万 | 399股 | $0 | 0股 | +399股 | 新买入 |
 MANNKINDMNKD |
| 0.03% | — | $8.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSANA BIOTECHNOLOGYSANA |
| 0.02% | 0.02% | $7.0万 | 2.0万股 | $5.8万 | 2.0万股 | 00.00% | 持仓不变 |
