 苹果AAPL |
| 6.44% | 6.38% | $1,597.4万 | 5.5万股 | $1,416.0万 | 5.6万股 | -592股-1.06% | 减仓 |
| C资本集团股息价值CCBG |
| 4.95% | 4.59% | $1,228.5万 | 24.9万股 | $1,018.0万 | 23.9万股 | +9,975股+4.17% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 4.52% | 4.28% | $1,121.8万 | 15.5万股 | $950.4万 | 15.5万股 | +213股+0.14% | 加仓 |
 亚马逊AMZN |
| 4.31% | 4.3% | $1,070.0万 | 4.5万股 | $953.9万 | 4.6万股 | -907股-1.98% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 3.95% | 3.74% | $979.8万 | 25.8万股 | $830.4万 | 24.1万股 | +1.7万股+6.96% | 加仓 |
| G通用动力VTI |
| 3.68% | 3.52% | $911.6万 | 2.5万股 | $781.7万 | 2.4万股 | +268股+1.10% | 加仓 |
| V先锋领航指数基金VOO |
| 2.95% | 2.79% | $732.5万 | 1.1万股 | $619.4万 | 1.0万股 | +301股+2.90% | 加仓 |
| I景顺QQQ信托VOO |
| 2.9% | 2.03% | $719.5万 | 9,771股 | $451.4万 | 7,822股 | +1,949股+24.92% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.84% | 3.29% | $704.4万 | 1.4万股 | $730.4万 | 1.5万股 | -1,165股-7.64% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.51% | 2.55% | $622.0万 | 2.6万股 | $564.9万 | 2.6万股 | +21股+0.08% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 2.1% | 1.86% | $520.7万 | 11.7万股 | $412.3万 | 10.7万股 | +9,763股+9.10% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 1.83% | 1.98% | $454.5万 | 4.9万股 | $438.5万 | 4.7万股 | +1,579股+3.36% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.81% | 1.75% | $448.6万 | 8.7万股 | $387.2万 | 8.6万股 | +982股+1.14% | 加仓 |
| V先锋领航·MIDVO |
| 1.77% | 1.69% | $439.9万 | 5.5万股 | $374.9万 | 1.3万股 | +4.2万股+318.14% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.67% | 1.63% | $413.7万 | 2.6万股 | $362.3万 | 2.6万股 | +163股+0.62% | 加仓 |
| V先锋领航全球基金VDE |
| 1.61% | 2.06% | $398.1万 | 2.7万股 | $457.9万 | 2.6万股 | +56股+0.21% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.6% | 1.49% | $397.6万 | 1.3万股 | $330.9万 | 1.3万股 | -109股-0.82% | 减仓 |
| C资本集团成长ETFCGGR |
| 1.57% | 1.42% | $388.7万 | 8.2万股 | $314.8万 | 7.8万股 | +4,026股+5.14% | 加仓 |
 英伟达NVDA |
| 1.55% | 1.57% | $383.7万 | 1.9万股 | $347.7万 | 2.0万股 | -761股-3.82% | 减仓 |
 微软MSFT |
| 1.53% | 1.72% | $380.5万 | 1.0万股 | $380.6万 | 1.0万股 | -80股-0.78% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.35% | 1.36% | $334.8万 | 3.5万股 | $301.8万 | 3.4万股 | +693股+2.04% | 加仓 |
| IiShares安硕信托LQD |
| 1.3% | 1.41% | $322.1万 | 3.0万股 | $313.3万 | 2.9万股 | +785股+2.73% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 1.17% | 1.21% | $290.1万 | 7.7万股 | $269.4万 | 7.5万股 | +2,298股+3.06% | 加仓 |
 埃克森美孚XOM |
| 1.14% | 1.6% | $282.0万 | 2.1万股 | $354.7万 | 2.1万股 | -280股-1.34% | 减仓 |
 博通AVGO |
| 1.13% | 1.05% | $281.1万 | 7,441股 | $232.7万 | 7,519股 | -78股-1.04% | 减仓 |
| IIBMIBM |
| 1.12% | 1.07% | $277.3万 | 9,863股 | $238.3万 | 9,830股 | +33股+0.34% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.11% | 1.04% | $274.1万 | 6.7万股 | $230.2万 | 6.5万股 | +2,004股+3.10% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.1% | 1.25% | $274.0万 | 3.3万股 | $277.2万 | 3.4万股 | -350股-1.04% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 1.07% | 1.28% | $266.4万 | 9.7万股 | $284.7万 | 10.5万股 | -7,064股-6.76% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.07% | 1.04% | $264.6万 | 5,065股 | $231.8万 | 5,004股 | +61股+1.22% | 加仓 |
| SSPDR黄金信托GLD |
| 1% | 1.36% | $248.5万 | 6,746股 | $301.2万 | 7,001股 | -255股-3.64% | 减仓 |
 雪佛龙CVX |
| 0.95% | 1.3% | $235.7万 | 1.4万股 | $289.1万 | 1.4万股 | +244股+1.75% | 加仓 |
| V先锋领航指数基金VV |
| 0.94% | 0.92% | $233.5万 | 6,789股 | $204.4万 | 6,840股 | -51股-0.75% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.93% | 0.78% | $229.9万 | 5.4万股 | $174.0万 | 5.2万股 | +2,186股+4.19% | 加仓 |
 摩根大通JPM |
| 0.78% | 0.79% | $194.4万 | 5,938股 | $176.1万 | 5,985股 | -47股-0.79% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.66% | $178.8万 | 2,395股 | $146.6万 | 2,254股 | +141股+6.26% | 加仓 |
 谷歌AGOOGL |
| 0.71% | 0.63% | $176.6万 | 4,940股 | $140.2万 | 4,874股 | +66股+1.35% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.62% | 0.57% | $153.7万 | 1.9万股 | $126.4万 | 3,100股 | +1.6万股+500.00% | 加仓 |
 好市多COST |
| 0.59% | 0.82% | $146.9万 | 1,570股 | $181.6万 | 1,823股 | -253股-13.88% | 减仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 0.59% | 0.6% | $146.6万 | 3.1万股 | $133.4万 | 2.9万股 | +2,666股+9.30% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.57% | 0.66% | $140.5万 | 1.9万股 | $146.0万 | 2.0万股 | -1,202股-6.02% | 减仓 |
 沃尔玛WMT |
| 0.53% | 0.67% | $131.2万 | 1.2万股 | $147.9万 | 1.2万股 | -313股-2.63% | 减仓 |
| I景顺·S&PSPHQ |
| 0.52% | 0.5% | $129.8万 | 1.4万股 | $110.9万 | 1.5万股 | -336股-2.28% | 减仓 |
 可口可乐KO |
| 0.52% | 0.54% | $128.4万 | 1.6万股 | $120.2万 | 1.6万股 | 00.00% | 持仓不变 |
| MMATSON INC COM NPVMATX |
| 0.51% | 0.49% | $127.3万 | 6,622股 | $109.5万 | 6,677股 | -55股-0.82% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.51% | 0.48% | $127.2万 | 1.5万股 | $107.0万 | 1.4万股 | +1,002股+7.22% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.48% | 0.51% | $119.4万 | 7,845股 | $113.8万 | 7,800股 | +45股+0.58% | 加仓 |
 康菲石油COP |
| 0.48% | 0.68% | $119.4万 | 1.1万股 | $151.6万 | 1.1万股 | -3股-0.03% | 减仓 |
 强生JNJ |
| 0.48% | 0.52% | $118.3万 | 4,657股 | $114.9万 | 4,699股 | -42股-0.89% | 减仓 |
| IiShares安硕信托PFF |
| 0.47% | 0.5% | $117.7万 | 3.9万股 | $109.9万 | 3.6万股 | +2,336股+6.44% | 加仓 |
