 英伟达NVDA |
| 11.96% | 11.82% | $1,781.3万 | 8.9万股 | $1,637.9万 | 9.4万股 | -4,895股-5.21% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 5.61% | 4.88% | $836.1万 | 20.8万股 | $675.5万 | 20.0万股 | +8,428股+4.22% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.47% | 5.13% | $814.6万 | 1.1万股 | $711.0万 | 1.1万股 | -52股-0.48% | 减仓 |
| V先锋领航指数基金VOO |
| 4.63% | 4.03% | $689.1万 | 1.0万股 | $558.7万 | 9,349股 | +683股+7.31% | 加仓 |
 苹果AAPL |
| 4.51% | 4.76% | $672.2万 | 2.3万股 | $659.6万 | 2.6万股 | -2,759股-10.62% | 减仓 |
 亚马逊AMZN |
| 3.1% | 3.26% | $461.5万 | 1.9万股 | $451.9万 | 2.2万股 | -2,334股-10.76% | 减仓 |
 谷歌AGOOGL |
| 2.69% | 2.75% | $400.1万 | 1.1万股 | $380.5万 | 1.3万股 | -2,035股-15.38% | 减仓 |
 微软MSFT |
| 2.65% | 3.2% | $394.3万 | 1.1万股 | $443.9万 | 1.2万股 | -1,421股-11.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.51% | 2.33% | $374.0万 | 1.1万股 | $323.2万 | 1.1万股 | -682股-6.05% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.42% | 2% | $359.7万 | 4.4万股 | $277.3万 | 3.4万股 | +1.0万股+29.89% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.39% | 2.52% | $355.6万 | 6.1万股 | $348.5万 | 6.0万股 | +1,563股+2.63% | 加仓 |
 美光科技MU |
| 1.7% | 0.6% | $253.0万 | 2,192股 | $83.3万 | 2,465股 | -273股-11.08% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.65% | 1.22% | $245.5万 | 3.4万股 | $169.1万 | 2.6万股 | +8,070股+30.58% | 加仓 |
 博通AVGO |
| 1.52% | 1.32% | $226.3万 | 5,991股 | $183.0万 | 5,911股 | +80股+1.35% | 加仓 |
 应用材料AMAT |
| 1.52% | 0.84% | $225.6万 | 3,121股 | $116.8万 | 3,418股 | -297股-8.69% | 减仓 |
 Meta平台META |
| 1.49% | 1.86% | $222.3万 | 3,947股 | $257.8万 | 4,506股 | -559股-12.41% | 减仓 |
| V先锋领航·TOTALBND |
| 1.21% | 1.01% | $180.8万 | 2.5万股 | $139.6万 | 1.9万股 | +5,670股+29.91% | 加仓 |
 摩根大通JPM |
| 1.19% | 1.27% | $177.4万 | 5,420股 | $175.7万 | 5,973股 | -553股-9.26% | 减仓 |
 特斯拉TSLA |
| 1.07% | 1.18% | $159.8万 | 3,799股 | $163.4万 | 4,395股 | -596股-13.56% | 减仓 |
 英特尔INTC |
| 0.89% | 0.32% | $131.8万 | 9,442股 | $43.7万 | 9,903股 | -461股-4.66% | 减仓 |
 沃尔玛WMT |
| 0.88% | 1.18% | $131.5万 | 1.2万股 | $163.9万 | 1.3万股 | -1,581股-11.99% | 减仓 |
 礼来LLY |
| 0.87% | 0.84% | $130.1万 | 1,085股 | $116.4万 | 1,265股 | -180股-14.23% | 减仓 |
 阿斯麦ASML |
| 0.83% | 0.59% | $123.3万 | 620股 | $82.3万 | 623股 | -3股-0.48% | 减仓 |
 泛林集团LRCX |
| 0.8% | 0.44% | $119.5万 | 2,757股 | $61.3万 | 2,869股 | -112股-3.90% | 减仓 |
 AMD超威AMD |
| 0.78% | 0.36% | $116.5万 | 2,005股 | $49.2万 | 2,420股 | -415股-17.15% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.67% | 0.59% | $99.1万 | 3,300股 | $81.8万 | 3,300股 | 00.00% | 持仓不变 |
| TTERAWULF COMWULF |
| 0.65% | 0.58% | $97.1万 | 3.9万股 | $80.8万 | 5.6万股 | -1.7万股-29.78% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.65% | 0.63% | $96.1万 | 2.0万股 | $86.8万 | 2.0万股 | -816股-3.98% | 减仓 |
 VisaV |
| 0.64% | 0.68% | $95.7万 | 2,789股 | $93.7万 | 3,101股 | -312股-10.06% | 减仓 |
 万事达MA |
| 0.54% | 0.65% | $79.9万 | 1,555股 | $90.1万 | 1,803股 | -248股-13.75% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.67% | $78.5万 | 1,568股 | $93.2万 | 1,945股 | -377股-19.38% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.51% | — | $75.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 天弘CLS |
| 0.5% | 0.42% | $75.0万 | 2,055股 | $58.7万 | 2,085股 | -30股-1.44% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.5% | 0.52% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.5% | 0.68% | $74.8万 | 2,945股 | $94.1万 | 3,851股 | -906股-23.53% | 减仓 |
| IINVESCO ESG NASDAQ 100 ETFQQMG |
| 0.49% | — | $73.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 思科CSCO |
| 0.47% | 0.38% | $70.2万 | 5,973股 | $53.0万 | 6,829股 | -856股-12.53% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.47% | 0.44% | $69.9万 | 992股 | $61.2万 | 992股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.44% | 0.4% | $65.5万 | 1.6万股 | $55.5万 | 1.6万股 | +62股+0.39% | 加仓 |
 高盛GS |
| 0.43% | 0.41% | $63.8万 | 631股 | $56.3万 | 666股 | -35股-5.26% | 减仓 |
 WILLIAMS SONOMAWSM |
| 0.43% | 0.37% | $63.8万 | 2,737股 | $51.8万 | 2,842股 | -105股-3.69% | 减仓 |
 诺华NVS |
| 0.42% | 0.44% | $62.6万 | 3,996股 | $61.5万 | 4,023股 | -27股-0.67% | 减仓 |
| I景顺·S&PSPHQ |
| 0.42% | — | $61.8万 | 6,864股 | $0 | 0股 | +6,864股 | 新买入 |
| SSPDR道富系列信托QUS |
| 0.41% | — | $60.9万 | 3,261股 | $0 | 0股 | +3,261股 | 新买入 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 0.4% | 0.52% | $59.8万 | 3,300股 | $72.2万 | 3,300股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.4% | 0.45% | $59.1万 | 4,571股 | $61.7万 | 5,133股 | -562股-10.95% | 减仓 |
| IiShares安硕·COREIJH |
| 0.39% | 0.45% | $58.1万 | 7,540股 | $63.0万 | 9,331股 | -1,791股-19.19% | 减仓 |
 EquinixEQIX |
| 0.38% | 0.4% | $57.2万 | 549股 | $56.1万 | 572股 | -23股-4.02% | 减仓 |
| C花旗集团C |
| 0.38% | 0.35% | $57.2万 | 4,085股 | $48.6万 | 4,284股 | -199股-4.65% | 减仓 |
 威瑞森VZ |
| 0.38% | 0.38% | $56.1万 | 1.3万股 | $52.6万 | 1.0万股 | +2,779股+26.54% | 加仓 |
