| V先锋领航指数基金VUG |
| 11.8% | 11.98% | $5,235.4万 | 60.8万股 | $4,322.7万 | 9.9万股 | +50.9万股+514.13% | 加仓 |
| WWisdomTree信托DGRW |
| 11.5% | 12.37% | $5,103.6万 | 53.4万股 | $4,460.3万 | 50.8万股 | +2.6万股+5.11% | 加仓 |
| IiShares安硕信托IUSV |
| 7.01% | 7.67% | $3,109.7万 | 28.2万股 | $2,765.6万 | 27.0万股 | +1.2万股+4.38% | 加仓 |
AMER STATES WTRAWR |
| 6.71% | 6.63% | $2,975.4万 | 36.1万股 | $2,390.9万 | 31.4万股 | +4.7万股+15.07% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 4.88% | — | $2,166.7万 | 53.4万股 | $0 | 0股 | +53.4万股 | 新买入 |
苹果AAPL |
| 3.89% | 4.06% | $1,727.2万 | 6.0万股 | $1,466.2万 | 5.8万股 | +1,918股+3.32% | 加仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 3.24% | 3.14% | $1,438.4万 | 15.8万股 | $1,132.3万 | 15.2万股 | +5,717股+3.76% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.04% | 3.27% | $1,349.5万 | 18.9万股 | $1,178.0万 | 18.4万股 | +5,565股+3.03% | 加仓 |
| V先锋领航指数基金VTV |
| 2.45% | 2.54% | $1,086.4万 | 5.0万股 | $917.2万 | 4.7万股 | +3,101股+6.63% | 加仓 |
| V先锋领航指数基金VOO |
| 2.44% | 2.74% | $1,083.8万 | 1.6万股 | $988.7万 | 1.7万股 | -767股-4.64% | 减仓 |
| S嘉信策略信托SCHD |
| 2.27% | 2.1% | $1,006.0万 | 31.7万股 | $755.6万 | 24.6万股 | +7.1万股+28.80% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.85% | 1.99% | $821.8万 | 13.8万股 | $718.7万 | 13.3万股 | +4,706股+3.54% | 加仓 |
| V先锋领航指数基金VB |
| 1.85% | 1.94% | $820.5万 | 2.7万股 | $699.6万 | 2.7万股 | +356股+1.33% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 1.63% | 1.92% | $725.0万 | 1.4万股 | $694.3万 | 1.4万股 | 00.00% | 持仓不变 |
微软MSFT |
| 1.45% | 1.76% | $643.2万 | 1.7万股 | $635.4万 | 1.7万股 | +79股+0.46% | 加仓 |
亚马逊AMZN |
| 1.27% | 1.36% | $563.1万 | 2.4万股 | $490.0万 | 2.4万股 | +98股+0.42% | 加仓 |
FIRST HORIZONFHN |
| 1.24% | 1.35% | $550.0万 | 21.5万股 | $488.6万 | 21.5万股 | -179股-0.08% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.11% | 1.08% | $491.4万 | 5.0万股 | $388.9万 | 4.1万股 | +8,767股+21.24% | 加仓 |
| V先锋领航·MIDVO |
| 0.95% | 1.02% | $420.5万 | 5.2万股 | $369.4万 | 1.3万股 | +3.9万股+305.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.96% | $400.8万 | 1.1万股 | $344.9万 | 1.2万股 | -679股-5.65% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.86% | 1.22% | $381.9万 | 3.4万股 | $440.1万 | 4.3万股 | -8,740股-20.53% | 减仓 |
汽车地带AZO |
| 0.86% | 1.13% | $381.6万 | 1,194股 | $406.3万 | 1,203股 | -9股-0.75% | 减仓 |
联邦快递FDX |
| 0.81% | 1.12% | $357.3万 | 1.1万股 | $405.3万 | 1.1万股 | +32股+0.28% | 加仓 |
万事达MA |
| 0.76% | 0.88% | $335.2万 | 6,526股 | $316.8万 | 6,341股 | +185股+2.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.69% | 0.74% | $306.5万 | 4,105股 | $266.4万 | 4,096股 | +9股+0.22% | 加仓 |
VisaV |
| 0.68% | 0.75% | $301.2万 | 8,780股 | $270.9万 | 8,963股 | -183股-2.04% | 减仓 |
| I景顺QQQ信托VOO |
| 0.62% | 0.53% | $276.6万 | 3,755股 | $191.9万 | 3,326股 | +429股+12.90% | 加仓 |
沃尔玛WMT |
| 0.62% | 0.83% | $275.2万 | 2.4万股 | $300.9万 | 2.4万股 | +85股+0.35% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.58% | 0.66% | $259.5万 | 1.1万股 | $237.4万 | 1.1万股 | -71股-0.64% | 减仓 |
REGIONS FINANCIAL NEW COMRF |
| 0.58% | 0.62% | $259.2万 | 8.6万股 | $224.1万 | 8.6万股 | +23股+0.03% | 加仓 |
| PProShares信托CSM |
| 0.56% | 0.61% | $249.5万 | 2.9万股 | $219.0万 | 2.9万股 | +10股+0.03% | 加仓 |
台积电TSM |
| 0.49% | 0.4% | $219.1万 | 4,588股 | $143.4万 | 4,243股 | +345股+8.13% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.46% | 0.3% | $205.9万 | 8.4万股 | $106.4万 | 8.3万股 | +1,322股+1.60% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.41% | 0.44% | $183.0万 | 1.4万股 | $159.2万 | 1.5万股 | -188股-1.30% | 减仓 |
联合健康UNH |
| 0.39% | 0.31% | $172.2万 | 4,144股 | $112.6万 | 4,161股 | -17股-0.41% | 减仓 |
EASTGROUP PPTYSEGP |
| 0.38% | 0.43% | $168.1万 | 8,300股 | $153.6万 | 8,300股 | 00.00% | 持仓不变 |
科磊KLAC |
| 0.37% | 0.21% | $165.1万 | 5,471股 | $75.8万 | 515股 | +4,956股+962.33% | 加仓 |
阿斯麦ASML |
| 0.37% | 0.28% | $163.3万 | 821股 | $101.2万 | 766股 | +55股+7.18% | 加仓 |
强生JNJ |
| 0.36% | 0.42% | $157.9万 | 6,218股 | $151.9万 | 6,214股 | +4股+0.06% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.35% | 0.35% | $155.6万 | 4.5万股 | $127.1万 | 4.3万股 | +1,851股+4.30% | 加仓 |
礼来LLY |
| 0.35% | 0.33% | $154.7万 | 1,290股 | $117.2万 | 1,275股 | +15股+1.18% | 加仓 |
谷歌AGOOGL |
| 0.34% | 0.33% | $152.8万 | 4,276股 | $118.3万 | 4,115股 | +161股+3.91% | 加仓 |
| IiShares安硕信托EFG |
| 0.33% | 0.37% | $147.6万 | 1.2万股 | $131.9万 | 1.2万股 | +18股+0.15% | 加仓 |
AMD超威AMD |
| 0.32% | 0.19% | $143.4万 | 2,469股 | $69.4万 | 3,413股 | -944股-27.66% | 减仓 |
马拉松石油MPC |
| 0.32% | 0.42% | $142.2万 | 5,561股 | $151.2万 | 6,193股 | -632股-10.21% | 减仓 |
飞塔FTNT |
| 0.32% | 0.31% | $141.4万 | 9,203股 | $110.0万 | 1.3万股 | -4,260股-31.64% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.3% | 0.33% | $135.2万 | 9,234股 | $118.3万 | 9,232股 | +2股+0.02% | 加仓 |
博通AVGO |
| 0.3% | 0.3% | $133.2万 | 3,527股 | $109.2万 | 3,528股 | -1股-0.03% | 减仓 |
特斯拉TSLA |
| 0.29% | 0.33% | $130.7万 | 3,107股 | $120.6万 | 3,243股 | -136股-4.19% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.29% | 0.33% | $129.8万 | 1.5万股 | $119.6万 | 1.6万股 | -336股-2.17% | 减仓 |