 苹果AAPL |
| 4.67% | 4.68% | $1,552.6万 | 5.4万股 | $1,364.0万 | 5.4万股 | -91股-0.17% | 减仓 |
| G通用动力VTI |
| 4.44% | 4.24% | $1,476.3万 | 4.0万股 | $1,235.0万 | 3.8万股 | +1,399股+3.63% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.99% | 3.97% | $1,327.8万 | 1.8万股 | $1,156.4万 | 1.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 3.92% | 3.93% | $1,304.1万 | 25.2万股 | $1,146.9万 | 25.4万股 | -1,898股-0.75% | 减仓 |
 谷歌AGOOGL |
| 3.7% | 3.46% | $1,229.2万 | 3.4万股 | $1,009.0万 | 3.5万股 | -691股-1.97% | 减仓 |
| IiShares安硕信托IEFA |
| 3.46% | 3.66% | $1,149.5万 | 11.9万股 | $1,066.1万 | 11.8万股 | +1,257股+1.07% | 加仓 |
 英伟达NVDA |
| 3.37% | 3.33% | $1,120.1万 | 5.6万股 | $970.7万 | 5.6万股 | +318股+0.57% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.16% | 3.29% | $1,049.5万 | 1.5万股 | $958.9万 | 1.6万股 | -627股-4.03% | 减仓 |
 微软MSFT |
| 2.88% | 3.2% | $957.6万 | 2.6万股 | $934.1万 | 2.5万股 | +437股+1.73% | 加仓 |
 亚马逊AMZN |
| 2.71% | 2.77% | $902.5万 | 3.8万股 | $808.8万 | 3.9万股 | -966股-2.49% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.14% | 2.24% | $712.3万 | 19.3万股 | $654.4万 | 19.3万股 | +736股+0.38% | 加仓 |
| IiShares安硕IEMG |
| 1.79% | 1.69% | $595.5万 | 7.2万股 | $493.0万 | 7.1万股 | +1,210股+1.71% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.72% | 1.72% | $570.6万 | 5.2万股 | $501.4万 | 5.2万股 | +150股+0.29% | 加仓 |
| IiShares安硕·COREIJR |
| 1.46% | 1.41% | $483.8万 | 3.3万股 | $411.9万 | 3.3万股 | -508股-1.53% | 减仓 |
 台积电TSM |
| 1.45% | 1.18% | $480.9万 | 1.0万股 | $342.9万 | 1.0万股 | -77股-0.76% | 减仓 |
 摩根大通JPM |
| 1.4% | 1.43% | $463.8万 | 1.4万股 | $415.5万 | 1.4万股 | +42股+0.30% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.35% | 1.48% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.32% | 1.16% | $440.1万 | 1.2万股 | $338.0万 | 1.1万股 | +729股+6.68% | 加仓 |
 Meta平台META |
| 1.27% | 1.64% | $421.4万 | 7,481股 | $479.4万 | 8,379股 | -898股-10.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.25% | 1.14% | $414.3万 | 1.2万股 | $332.0万 | 1.2万股 | +153股+1.32% | 加仓 |
 卡特彼勒CAT |
| 1.1% | 0.84% | $364.2万 | 3,420股 | $245.3万 | 3,463股 | -43股-1.24% | 减仓 |
 沃尔玛WMT |
| 1.04% | 1.33% | $347.1万 | 3.1万股 | $387.5万 | 3.1万股 | -533股-1.71% | 减仓 |
 强生JNJ |
| 1% | 1.1% | $332.0万 | 1.3万股 | $320.6万 | 1.3万股 | -44股-0.34% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 1% | 1.14% | $331.7万 | 7.9万股 | $332.9万 | 7.9万股 | -256股-0.32% | 减仓 |
 VisaV |
| 0.88% | 0.85% | $293.7万 | 8,559股 | $248.1万 | 8,209股 | +350股+4.26% | 加仓 |
 美光科技MU |
| 0.81% | 0.27% | $267.7万 | 2,319股 | $77.5万 | 2,295股 | +24股+1.05% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.76% | 0.83% | $254.3万 | 3.1万股 | $242.3万 | 3.1万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.75% | 0.83% | $250.9万 | 4,885股 | $243.1万 | 4,866股 | +19股+0.39% | 加仓 |
 特斯拉TSLA |
| 0.72% | 0.68% | $238.9万 | 5,681股 | $199.6万 | 5,368股 | +313股+5.83% | 加仓 |
 好市多COST |
| 0.66% | 0.83% | $220.5万 | 2,357股 | $241.1万 | 2,420股 | -63股-2.60% | 减仓 |
 礼来LLY |
| 0.64% | 0.56% | $214.0万 | 1,784股 | $162.6万 | 1,768股 | +16股+0.90% | 加仓 |
 美国运通AXP |
| 0.64% | 0.65% | $211.1万 | 6,241股 | $188.1万 | 6,219股 | +22股+0.35% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.66% | $202.8万 | 4,053股 | $193.8万 | 4,044股 | +9股+0.22% | 加仓 |
 应用材料AMAT |
| 0.6% | 0.32% | $199.0万 | 2,753股 | $94.5万 | 2,765股 | -12股-0.43% | 减仓 |
 思科CSCO |
| 0.6% | 0.45% | $198.7万 | 1.7万股 | $131.5万 | 1.7万股 | -32股-0.19% | 减仓 |
| BBANK OF AMERBAC |
| 0.57% | 0.58% | $190.7万 | 3.3万股 | $168.5万 | 3.5万股 | -1,090股-3.15% | 减仓 |
 AMD超威AMD |
| 0.54% | 0.2% | $179.8万 | 3,096股 | $57.4万 | 2,823股 | +273股+9.67% | 加仓 |
 ADPADP |
| 0.53% | 0.55% | $176.2万 | 7,866股 | $159.8万 | 7,863股 | +3股+0.04% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.52% | 0.51% | $174.2万 | 7,077股 | $147.8万 | 7,103股 | -26股-0.37% | 减仓 |
 默沙东MRK |
| 0.52% | 0.56% | $173.9万 | 1.4万股 | $164.0万 | 1.4万股 | -106股-0.78% | 减仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.51% | $170.9万 | 2,282股 | $149.1万 | 2,282股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.51% | 0.4% | $170.5万 | 857股 | $116.1万 | 879股 | -22股-2.50% | 减仓 |
| IiShares安硕信托IVW |
| 0.5% | 0.47% | $165.5万 | 1.2万股 | $136.1万 | 1.2万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.49% | 0.55% | $163.6万 | 4,519股 | $160.9万 | 4,574股 | -55股-1.20% | 减仓 |
 联合健康UNH |
| 0.49% | 0.34% | $163.4万 | 3,932股 | $99.8万 | 3,690股 | +242股+6.56% | 加仓 |
 马拉松石油MPC |
| 0.49% | 0.54% | $161.9万 | 6,334股 | $156.2万 | 6,397股 | -63股-0.98% | 减仓 |
| IiShares安硕信托IXUS |
| 0.46% | 0.48% | $154.5万 | 1.6万股 | $140.2万 | 1.6万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.46% | 0.43% | $151.5万 | 3,556股 | $126.3万 | 3,530股 | +26股+0.74% | 加仓 |
 KROGER COMKR |
| 0.45% | 0.68% | $150.1万 | 2.7万股 | $199.1万 | 2.8万股 | -492股-1.79% | 减仓 |
 安费诺APH |
| 0.43% | 0.36% | $141.7万 | 8,039股 | $106.4万 | 8,420股 | -381股-4.52% | 减仓 |
