| V先锋领航·FTSEVEA |
| 23.75% | 23.18% | $2,862.7万 | 45.8万股 | $2,780.7万 | 46.4万股 | -5,819股-1.25% | 减仓 |
HubSpotHUBS |
| 8.24% | 10.16% | $993.1万 | 2.5万股 | $1,218.6万 | 2.6万股 | -1,302股-5.00% | 减仓 |
| V先锋领航·FSTEVWO |
| 7.97% | 8.18% | $960.0万 | 17.9万股 | $981.1万 | 18.1万股 | -2,504股-1.38% | 减仓 |
| IiShares安硕信托SGOV |
| 5.31% | 4.97% | $639.4万 | 6.4万股 | $596.3万 | 5.9万股 | +4,477股+7.56% | 加仓 |
亚马逊AMZN |
| 4.86% | 4.67% | $585.5万 | 2.5万股 | $559.8万 | 2.5万股 | -128股-0.50% | 减仓 |
| WWORLD GOLD TRGLD |
| 4.02% | 4% | $484.4万 | 5.7万股 | $479.6万 | 6.3万股 | -6,000股-9.56% | 减仓 |
微软MSFT |
| 3.67% | 4.1% | $442.6万 | 9,151股 | $491.8万 | 9,495股 | -344股-3.62% | 减仓 |
| G通用动力VTI |
| 3.14% | 3.21% | $378.5万 | 1.1万股 | $385.3万 | 1.2万股 | -451股-3.84% | 减仓 |
英伟达NVDA |
| 2.66% | 2.7% | $320.5万 | 1.7万股 | $324.3万 | 1.7万股 | -198股-1.14% | 减仓 |
苹果AAPL |
| 2.51% | 2.35% | $302.1万 | 1.1万股 | $282.2万 | 1.1万股 | +31股+0.28% | 加仓 |
| V先锋领航指数基金VOO |
| 1.53% | 1.5% | $184.9万 | 2,948股 | $180.5万 | 2,948股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 1.48% | 1.45% | $178.9万 | 2.0万股 | $174.4万 | 2.0万股 | +19股+0.10% | 加仓 |
谷歌AGOOGL |
| 1.22% | 0.83% | $146.8万 | 4,689股 | $99.5万 | 4,091股 | +598股+14.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.04% | 0.68% | $125.6万 | 4,004股 | $82.0万 | 3,365股 | +639股+18.99% | 加仓 |
博通AVGO |
| 0.93% | 0.71% | $112.5万 | 3,251股 | $85.0万 | 2,576股 | +675股+26.20% | 加仓 |
Meta平台META |
| 0.8% | 0.88% | $96.5万 | 1,462股 | $105.5万 | 1,437股 | +25股+1.74% | 加仓 |
沃尔玛WMT |
| 0.75% | 0.76% | $90.9万 | 8,160股 | $90.8万 | 8,810股 | -650股-7.38% | 减仓 |
| EEPAM SYSEPAM |
| 0.68% | 0.5% | $82.0万 | 4,000股 | $60.3万 | 4,001股 | -1股-0.02% | 减仓 |
| S嘉信策略信托SCHF |
| 0.65% | 0.65% | $78.6万 | 3.3万股 | $77.8万 | 3.3万股 | -726股-2.17% | 减仓 |
摩根大通JPM |
| 0.61% | 0.61% | $73.2万 | 2,272股 | $72.6万 | 2,302股 | -30股-1.30% | 减仓 |
特斯拉TSLA |
| 0.57% | 0.41% | $69.2万 | 1,538股 | $49.7万 | 1,117股 | +421股+37.69% | 加仓 |
| IiShares安硕IEMG |
| 0.49% | 0.48% | $58.6万 | 8,719股 | $57.2万 | 8,670股 | +49股+0.57% | 加仓 |
礼来LLY |
| 0.45% | 0.25% | $54.4万 | 506股 | $30.5万 | 400股 | +106股+26.50% | 加仓 |
艾伯维ABBV |
| 0.43% | 0.46% | $52.1万 | 2,279股 | $55.4万 | 2,391股 | -112股-4.68% | 减仓 |
埃克森美孚XOM |
| 0.43% | 0.41% | $51.8万 | 4,307股 | $49.2万 | 4,363股 | -56股-1.28% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 0.4% | 0.39% | $47.9万 | 952股 | $46.8万 | 930股 | +22股+2.37% | 加仓 |
TJXTJX |
| 0.34% | 0.31% | $41.1万 | 2,677股 | $37.0万 | 2,558股 | +119股+4.65% | 加仓 |
VisaV |
| 0.33% | 0.35% | $39.7万 | 1,131股 | $42.4万 | 1,242股 | -111股-8.94% | 减仓 |
MCKESSON COMMCK |
| 0.32% | 0.37% | $38.4万 | 468股 | $43.8万 | 567股 | -99股-17.46% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.31% | 0.29% | $37.4万 | 3,047股 | $35.3万 | 3,184股 | -137股-4.30% | 减仓 |
卡地纳健康CAH |
| 0.3% | 0.3% | $36.5万 | 1,778股 | $35.8万 | 2,282股 | -504股-22.09% | 减仓 |
PROGRESSIVEPGR |
| 0.3% | 0.35% | $36.4万 | 1,599股 | $42.1万 | 1,703股 | -104股-6.11% | 减仓 |
哈特福德·INSURANCEHIG |
| 0.3% | 0.32% | $36.3万 | 2,633股 | $38.3万 | 2,869股 | -236股-8.23% | 减仓 |
| IiShares黄金信托IAU |
| 0.3% | 0.27% | $35.8万 | 4,408股 | $32.1万 | 4,408股 | 00.00% | 持仓不变 |
TRAVELERS COSTRV |
| 0.3% | 0.3% | $35.8万 | 1,233股 | $35.8万 | 1,282股 | -49股-3.82% | 减仓 |
福克斯FOXA |
| 0.29% | 0.28% | $35.2万 | 4,815股 | $33.4万 | 5,294股 | -479股-9.05% | 减仓 |
LEIDOS COMLDOS |
| 0.29% | 0.31% | $34.5万 | 1,913股 | $36.9万 | 1,952股 | -39股-2.00% | 减仓 |
纽蒙特NEM |
| 0.28% | — | $34.2万 | 3,424股 | $0 | 0股 | +3,424股 | 新买入 |
CencoraCOR |
| 0.28% | 0.31% | $34.0万 | 1,008股 | $36.7万 | 1,173股 | -165股-14.07% | 减仓 |
福克斯FOXA |
| 0.28% | 0.25% | $33.5万 | 5,158股 | $29.8万 | 5,205股 | -47股-0.90% | 减仓 |
LAUREATE EDLAUR |
| 0.28% | 0.2% | $33.5万 | 9,944股 | $23.9万 | 7,571股 | +2,373股+31.34% | 加仓 |
嘉信理财SCHW |
| 0.27% | — | $33.0万 | 3,300股 | $0 | 0股 | +3,300股 | 新买入 |
| AAT&TT |
| 0.27% | 0.24% | $33.0万 | 1.3万股 | $29.2万 | 1.0万股 | +2,935股+28.40% | 加仓 |
美国运通AXP |
| 0.27% | 0.28% | $32.9万 | 890股 | $34.0万 | 1,025股 | -135股-13.17% | 减仓 |
MGIC INVT WISMTG |
| 0.27% | 0.29% | $32.6万 | 1.1万股 | $34.5万 | 1.2万股 | -990股-8.15% | 减仓 |
LoewsL |
| 0.27% | 0.28% | $32.5万 | 3,082股 | $33.3万 | 3,317股 | -235股-7.08% | 减仓 |
| MMUELLER INDSMLI |
| 0.27% | 0.38% | $32.5万 | 2,827股 | $45.4万 | 4,492股 | -1,665股-37.07% | 减仓 |
ExelixisEXEL |
| 0.27% | 0.21% | $32.1万 | 7,333股 | $25.2万 | 6,101股 | +1,232股+20.19% | 加仓 |
OLD REP INTLORI |
| 0.26% | 0.27% | $31.3万 | 6,849股 | $32.2万 | 7,575股 | -726股-9.58% | 减仓 |
MERCURY GENL NEW COMMCY |
| 0.26% | 0.24% | $31.3万 | 3,323股 | $28.5万 | 3,357股 | -34股-1.01% | 减仓 |