 微软MSFT |
| 3.38% | 3.73% | $1,787.1万 | 4.8万股 | $1,789.6万 | 4.8万股 | -437股-0.90% | 减仓 |
 苹果AAPL |
| 3.26% | 3.16% | $1,721.4万 | 5.9万股 | $1,516.7万 | 6.0万股 | -273股-0.46% | 减仓 |
| V先锋领航指数基金VOO |
| 3.07% | 3.02% | $1,620.5万 | 2.4万股 | $1,445.8万 | 2.4万股 | -600股-2.48% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.98% | 2% | $1,047.2万 | 14.7万股 | $957.1万 | 14.9万股 | -2,377股-1.59% | 减仓 |
| IiShares安硕信托SGOV |
| 1.95% | 2.04% | $1,028.4万 | 10.2万股 | $977.0万 | 9.7万股 | +5,089股+5.24% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.92% | 1.97% | $1,014.7万 | 6.4万股 | $945.2万 | 6.4万股 | +390股+0.61% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.51% | 1.5% | $795.0万 | 15.7万股 | $718.5万 | 14.2万股 | +1.5万股+10.74% | 加仓 |
| IIBMIBM |
| 1.31% | 1.25% | $692.6万 | 2.5万股 | $601.3万 | 2.5万股 | -177股-0.71% | 减仓 |
 强生JNJ |
| 1.25% | 1.32% | $657.5万 | 2.6万股 | $632.0万 | 2.6万股 | +34股+0.13% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.2% | 1.16% | $635.0万 | 18.8万股 | $555.3万 | 19.1万股 | -2,967股-1.56% | 减仓 |
| IiShares安硕·COREIJR |
| 1.15% | 1.08% | $605.5万 | 4.1万股 | $519.3万 | 4.2万股 | -944股-2.26% | 减仓 |
 卡特彼勒CAT |
| 1.09% | 0.81% | $578.1万 | 5,429股 | $388.5万 | 5,483股 | -54股-0.98% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.08% | 1.1% | $569.3万 | 12.5万股 | $525.5万 | 11.5万股 | +9,947股+8.63% | 加仓 |
 宝洁PG |
| 1.05% | 1.15% | $553.0万 | 3.8万股 | $552.5万 | 3.8万股 | -539股-1.41% | 减仓 |
| B贝莱德ETF信托BDYN |
| 0.97% | 0.96% | $512.3万 | 18.5万股 | $460.3万 | 18.9万股 | -4,687股-2.48% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.95% | 0.85% | $499.8万 | 5.7万股 | $408.3万 | 1.1万股 | +4.6万股+411.72% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.85% | 0.82% | $447.0万 | 15.4万股 | $392.0万 | 13.4万股 | +2.0万股+14.71% | 加仓 |
 威瑞森VZ |
| 0.84% | 1.26% | $444.7万 | 10.5万股 | $605.3万 | 12.1万股 | -1.6万股-12.90% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.84% | 0.89% | $444.5万 | 7.9万股 | $428.8万 | 7.6万股 | +3,046股+4.03% | 加仓 |
| I景顺QQQ信托VOO |
| 0.82% | 0.78% | $435.2万 | 5,910股 | $372.1万 | 6,447股 | -537股-8.33% | 减仓 |
| V先锋领航全球基金MGV |
| 0.79% | 0.74% | $416.9万 | 2.6万股 | $354.2万 | 2.4万股 | +1,068股+4.37% | 加仓 |
| F富达Covington信托FELG |
| 0.79% | 0.75% | $415.4万 | 9.5万股 | $357.1万 | 9.5万股 | -309股-0.32% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.78% | 0.75% | $409.6万 | 3.5万股 | $358.0万 | 3.5万股 | -284股-0.81% | 减仓 |
| C资本集团股息价值CCBG |
| 0.77% | 0.69% | $407.7万 | 8.3万股 | $328.4万 | 7.7万股 | +5,537股+7.17% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 0.76% | 0.48% | $400.9万 | 3.0万股 | $231.1万 | 2.0万股 | +1.0万股+50.90% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.73% | 0.65% | $386.5万 | 1.3万股 | $313.8万 | 1.3万股 | -448股-3.39% | 减仓 |
| SSPDR道富系列信托SPTL |
| 0.7% | 0.67% | $368.6万 | 14.1万股 | $323.0万 | 12.3万股 | +1.8万股+14.43% | 加仓 |
 埃克森美孚XOM |
| 0.68% | 0.94% | $357.4万 | 2.6万股 | $451.6万 | 2.7万股 | -475股-1.78% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.67% | 0.61% | $352.3万 | 8.4万股 | $292.1万 | 8.1万股 | +3,526股+4.38% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.67% | 0.63% | $351.5万 | 2.7万股 | $303.2万 | 2.7万股 | +178股+0.65% | 加仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.65% | 0.56% | $343.0万 | 8.1万股 | $269.0万 | 8.1万股 | +411股+0.51% | 加仓 |
| V先锋领航指数基金VTV |
| 0.63% | 0.66% | $334.3万 | 1.5万股 | $317.1万 | 1.6万股 | -822股-5.09% | 减仓 |
| V先锋领航·TOTALBND |
| 0.63% | 0.64% | $331.2万 | 4.5万股 | $307.0万 | 4.2万股 | +3,428股+8.22% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.63% | 0.64% | $330.6万 | 5.5万股 | $308.9万 | 5.7万股 | -1,765股-3.09% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.62% | 0.63% | $328.5万 | 16.7万股 | $303.9万 | 15.5万股 | +1.3万股+8.15% | 加仓 |
| S嘉信策略信托SCHD |
| 0.62% | 0.61% | $325.5万 | 10.3万股 | $291.7万 | 9.5万股 | +7,580股+7.97% | 加仓 |
| B贝莱德ETF信托BMN |
| 0.61% | 0.64% | $319.9万 | 12.3万股 | $305.3万 | 12.4万股 | -718股-0.58% | 减仓 |
| G通用动力VTI |
| 0.59% | 0.58% | $313.9万 | 8,484股 | $277.6万 | 8,655股 | -171股-1.98% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.58% | 0.58% | $305.6万 | 15.0万股 | $280.3万 | 13.7万股 | +1.3万股+9.35% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.54% | 0.52% | $285.9万 | 5.3万股 | $247.5万 | 4.6万股 | +7,414股+16.11% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.54% | 0.51% | $282.6万 | 2.1万股 | $244.0万 | 2.1万股 | -701股-3.30% | 减仓 |
 VanEck ETF信托SMH |
| 0.53% | 0.34% | $278.4万 | 4,245股 | $161.3万 | 4,208股 | +37股+0.88% | 加仓 |
 默沙东MRK |
| 0.53% | 0.52% | $277.6万 | 2.2万股 | $251.1万 | 2.1万股 | +728股+3.49% | 加仓 |
 家得宝HD |
| 0.53% | 0.53% | $277.3万 | 7,862股 | $253.7万 | 7,713股 | +149股+1.93% | 加仓 |
| V先锋领航指数基金VB |
| 0.52% | 0.5% | $276.4万 | 9,119股 | $241.4万 | 9,215股 | -96股-1.04% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.52% | 0.59% | $275.4万 | 14.1万股 | $281.7万 | 14.4万股 | -3,169股-2.20% | 减仓 |
| S道富SPTI |
| 0.52% | 0.56% | $272.9万 | 9.6万股 | $267.7万 | 9.3万股 | +2,734股+2.93% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.51% | 0.51% | $270.6万 | 14.6万股 | $242.7万 | 13.0万股 | +1.6万股+11.98% | 加仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.36% | $270.0万 | 3,605股 | $174.5万 | 2,672股 | +933股+34.92% | 加仓 |
| S道富SPYM |
| 0.49% | 0.42% | $258.2万 | 2.9万股 | $203.6万 | 2.7万股 | +2,779股+10.45% | 加仓 |
