 苹果AAPL |
| 5.22% | 5.07% | $4,541.4万 | 15.7万股 | $3,888.4万 | 15.3万股 | +3,736股+2.44% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 4.05% | 3.92% | $3,522.2万 | 46.3万股 | $3,011.6万 | 44.0万股 | +2.3万股+5.21% | 加仓 |
 英伟达NVDA |
| 3.84% | 3.7% | $3,339.5万 | 16.7万股 | $2,840.2万 | 16.3万股 | +4,044股+2.48% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.01% | 3.13% | $2,616.9万 | 13.7万股 | $2,404.9万 | 18.1万股 | -4.4万股-24.10% | 减仓 |
 微软MSFT |
| 2.44% | 2.67% | $2,118.7万 | 5.7万股 | $2,048.3万 | 5.5万股 | +1,465股+2.65% | 加仓 |
 谷歌AGOOGL |
| 2.17% | 1.9% | $1,886.7万 | 5.3万股 | $1,455.4万 | 5.1万股 | +2,182股+4.31% | 加仓 |
 亚马逊AMZN |
| 2.02% | 1.94% | $1,760.8万 | 7.4万股 | $1,491.9万 | 7.2万股 | +2,245股+3.13% | 加仓 |
 博通AVGO |
| 1.64% | 1.47% | $1,429.3万 | 3.8万股 | $1,128.9万 | 3.6万股 | +1,366股+3.75% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.51% | 1.39% | $1,314.2万 | 3.7万股 | $1,064.0万 | 3.7万股 | +103股+0.28% | 加仓 |
| IiShares安硕信托IDEV |
| 1.44% | 1.07% | $1,256.5万 | 14.1万股 | $821.1万 | 9.8万股 | +4.3万股+43.68% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.34% | 1.42% | $1,166.9万 | 12.3万股 | $1,093.3万 | 11.5万股 | +8,834股+7.71% | 加仓 |
| IiShares安硕信托IEI |
| 1.17% | 1.25% | $1,020.7万 | 8.7万股 | $957.1万 | 8.1万股 | +6,207股+7.69% | 加仓 |
| IiShares安硕信托DGRO |
| 1.17% | 1.29% | $1,019.5万 | 13.5万股 | $986.3万 | 14.1万股 | -6,018股-4.28% | 减仓 |
| IISHARES BROADUSIG |
| 1.16% | 1.23% | $1,009.4万 | 19.7万股 | $941.3万 | 18.4万股 | +1.3万股+7.11% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.12% | 1.26% | $971.9万 | 18.1万股 | $968.1万 | 19.6万股 | -1.5万股-7.55% | 减仓 |
 摩根大通JPM |
| 1.1% | 1.07% | $957.2万 | 2.9万股 | $820.1万 | 2.8万股 | +1,365股+4.90% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.07% | 1.16% | $928.4万 | 4.2万股 | $893.8万 | 4.7万股 | -4,289股-9.20% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.07% | 1.2% | $928.3万 | 7.9万股 | $920.2万 | 8.4万股 | -5,284股-6.26% | 减仓 |
 Meta平台META |
| 1.06% | 1.25% | $920.6万 | 1.6万股 | $960.3万 | 1.7万股 | -441股-2.63% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.03% | 1.09% | $893.9万 | 10.9万股 | $840.1万 | 10.2万股 | +7,129股+7.01% | 加仓 |
 礼来LLY |
| 1% | 0.84% | $872.6万 | 7,275股 | $643.2万 | 6,993股 | +282股+4.03% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.97% | 0.75% | $845.0万 | 20.5万股 | $573.3万 | 14.7万股 | +5.8万股+39.22% | 加仓 |
| IiShares安硕信托AGG |
| 0.97% | 1.01% | $840.5万 | 8.5万股 | $773.8万 | 7.8万股 | +6,964股+8.93% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.95% | 0.86% | $828.6万 | 9.1万股 | $662.9万 | 8.2万股 | +8,609股+10.47% | 加仓 |
 特斯拉TSLA |
| 0.95% | 0.94% | $828.4万 | 2.0万股 | $721.3万 | 1.9万股 | +293股+1.51% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.94% | 1.04% | $815.0万 | 5.1万股 | $798.6万 | 5.4万股 | -3,101股-5.69% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.9% | 1.06% | $780.9万 | 7.3万股 | $811.8万 | 7.3万股 | -334股-0.46% | 减仓 |
 美光科技MU |
| 0.88% | 0.26% | $761.0万 | 6,593股 | $203.3万 | 6,017股 | +576股+9.57% | 加仓 |
| S道富XLI |
| 0.86% | 0.94% | $746.1万 | 4.0万股 | $719.3万 | 4.4万股 | -4,199股-9.44% | 减仓 |
| WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG |
| 0.84% | 0.67% | $733.1万 | 17.0万股 | $513.1万 | 12.8万股 | +4.2万股+33.13% | 加仓 |
| IiShares安硕信托GVI |
| 0.84% | 0.88% | $728.8万 | 6.8万股 | $679.1万 | 6.4万股 | +3,746股+5.86% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.71% | $591.6万 | 1.2万股 | $548.5万 | 1.1万股 | +377股+3.29% | 加仓 |
 强生JNJ |
| 0.68% | 0.71% | $589.5万 | 2.3万股 | $547.4万 | 2.2万股 | +817股+3.65% | 加仓 |
| IiShares安硕信托TLH |
| 0.65% | 0.68% | $563.2万 | 5.6万股 | $521.4万 | 5.2万股 | +4,350股+8.40% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.65% | 0.68% | $560.9万 | 12.0万股 | $524.3万 | 11.2万股 | +8,168股+7.31% | 加仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 0.64% | 0.68% | $560.5万 | 12.3万股 | $520.8万 | 11.4万股 | +9,267股+8.15% | 加仓 |
 VisaV |
| 0.64% | 0.59% | $559.0万 | 1.6万股 | $451.1万 | 1.5万股 | +1,369股+9.17% | 加仓 |
 AMD超威AMD |
| 0.63% | 0.22% | $552.1万 | 9,504股 | $171.7万 | 8,438股 | +1,066股+12.63% | 加仓 |
 英特尔INTC |
| 0.61% | 0.2% | $533.6万 | 3.8万股 | $153.6万 | 3.5万股 | +3,412股+9.80% | 加仓 |
 应用材料AMAT |
| 0.6% | 0.29% | $520.4万 | 7,198股 | $225.3万 | 6,591股 | +607股+9.21% | 加仓 |
| AAvantis·U SAVUV |
| 0.55% | 0.43% | $474.6万 | 3.8万股 | $331.4万 | 3.0万股 | +8,041股+26.80% | 加仓 |
| IiShares安硕·COREIJR |
| 0.54% | 0.75% | $473.8万 | 3.2万股 | $573.8万 | 4.6万股 | -1.4万股-30.80% | 减仓 |
 埃克森美孚XOM |
| 0.54% | 0.74% | $473.3万 | 3.5万股 | $570.3万 | 3.4万股 | +1,007股+3.00% | 加仓 |
 思科CSCO |
| 0.53% | 0.35% | $456.8万 | 3.9万股 | $267.1万 | 3.4万股 | +4,461股+12.96% | 加仓 |
 沃尔玛WMT |
| 0.5% | 0.65% | $438.3万 | 3.9万股 | $501.7万 | 4.0万股 | -1,666股-4.13% | 减仓 |
 卡特彼勒CAT |
| 0.5% | 0.35% | $438.3万 | 4,115股 | $268.3万 | 3,786股 | +329股+8.69% | 加仓 |
| B纽约梅隆银行BK |
| 0.5% | 0.45% | $432.1万 | 3.0万股 | $348.8万 | 2.9万股 | +481股+1.64% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.48% | 0.55% | $417.3万 | 5.0万股 | $423.7万 | 5.2万股 | -1,444股-2.79% | 减仓 |
| AALPS O SHRS U S SML CP QLTY DIV ETFOUSM |
| 0.46% | 0.41% | $402.6万 | 8.5万股 | $316.8万 | 7.2万股 | +1.2万股+17.00% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.42% | $401.1万 | 5,356股 | $324.3万 | 4,964股 | +392股+7.90% | 加仓 |
