| V先锋领航指数基金VOO |
| 20.82% | 19.1% | $360.9万 | 5,255股 | $314.0万 | 5,255股 | 00.00% | 持仓不变 |
伯克希尔哈撒韦BRK.B |
| 12.31% | 12.4% | $213.4万 | 4,264股 | $203.9万 | 4,254股 | +10股+0.24% | 加仓 |
英伟达NVDA |
| 7.07% | 6.11% | $122.5万 | 6,124股 | $100.5万 | 5,760股 | +364股+6.32% | 加仓 |
| IiShares安硕信托HYG |
| 6.1% | 6.39% | $105.8万 | 1.3万股 | $105.0万 | 1.3万股 | +25股+0.19% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 6.07% | 6.03% | $105.2万 | 2.2万股 | $99.1万 | 2.2万股 | 00.00% | 持仓不变 |
微软MSFT |
| 4.95% | 5.09% | $85.8万 | 2,299股 | $83.7万 | 2,261股 | +38股+1.68% | 加仓 |
| IiShares安硕信托IGIB |
| 4.38% | 4.48% | $75.9万 | 1.4万股 | $73.7万 | 1.4万股 | +427股+3.08% | 加仓 |
| S嘉信·USSCHP |
| 3.52% | 3.72% | $61.0万 | 2.3万股 | $61.2万 | 2.3万股 | 00.00% | 持仓不变 |
苹果AAPL |
| 3.45% | 3.05% | $59.7万 | 2,064股 | $50.1万 | 1,976股 | +88股+4.45% | 加仓 |
| IiShares安硕信托ICSH |
| 3.31% | 3.49% | $57.3万 | 1.1万股 | $57.3万 | 1.1万股 | 00.00% | 持仓不变 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.28% | 3.46% | $56.9万 | 1.1万股 | $56.9万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 2.64% | 2.23% | $45.7万 | 6,574股 | $36.7万 | 5,856股 | +718股+12.26% | 加仓 |
| IiShares安硕信托IVV |
| 2.59% | 3.4% | $44.9万 | 600股 | $55.8万 | 855股 | -255股-29.82% | 减仓 |
谷歌AGOOGL |
| 2.45% | 2% | $42.4万 | 1,186股 | $32.8万 | 1,141股 | +45股+3.94% | 加仓 |
JacobsJ |
| 2.18% | 2.32% | $37.8万 | 3,000股 | $38.2万 | 3,000股 | 00.00% | 持仓不变 |
博通AVGO |
| 2.1% | 1.63% | $36.4万 | 963股 | $26.7万 | 864股 | +99股+11.46% | 加仓 |
亚马逊AMZN |
| 2.05% | 1.81% | $35.6万 | 1,492股 | $29.8万 | 1,430股 | +62股+4.34% | 加仓 |
摩根大通JPM |
| 2.03% | 1.93% | $35.3万 | 1,077股 | $31.7万 | 1,077股 | 00.00% | 持仓不变 |
强生JNJ |
| 1.54% | 1.57% | $26.8万 | 1,054股 | $25.8万 | 1,054股 | 00.00% | 持仓不变 |
| AAB EMERGING MARKETS OPPORTUNITIES ETFEMOP |
| 1.54% | 1.28% | $26.6万 | 5,097股 | $21.0万 | 4,790股 | +307股+6.41% | 加仓 |
| AAB INTLILOW |
| 1.49% | 1.47% | $25.8万 | 5,684股 | $24.2万 | 5,684股 | 00.00% | 持仓不变 |
科磊KLAC |
| 1.48% | — | $25.7万 | 853股 | $0 | 0股 | +853股 | 新买入 |
| BBANK OF AMERBAC |
| 1.41% | 1.37% | $24.4万 | 4,287股 | $22.6万 | 4,635股 | -348股-7.51% | 减仓 |
| IiShares安硕EWJ |
| 1.25% | — | $21.7万 | 2,322股 | $0 | 0股 | +2,322股 | 新买入 |