 礼来LLY |
| 24.65% | 22.44% | $2.84亿 | 23.7万股 | $2.18亿 | 23.7万股 | +25股+0.01% | 加仓 |
 苹果AAPL |
| 4.74% | 4.96% | $5,453.8万 | 18.8万股 | $4,816.4万 | 19.0万股 | -1,303股-0.69% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.71% | 4.05% | $4,273.9万 | 60.0万股 | $3,928.2万 | 61.3万股 | -1.3万股-2.15% | 减仓 |
| IiShares安硕信托IVV |
| 3.19% | 3.07% | $3,671.9万 | 4.9万股 | $2,978.4万 | 4.6万股 | +3,434股+7.53% | 加仓 |
| WWisdomTree信托DOL |
| 1.99% | 1.89% | $2,287.0万 | 30.8万股 | $1,832.6万 | 27.0万股 | +3.8万股+14.09% | 加仓 |
| IiShares安硕IEMG |
| 1.69% | 1.68% | $1,948.8万 | 23.5万股 | $1,625.9万 | 23.3万股 | +2,145股+0.92% | 加仓 |
 英伟达NVDA |
| 1.6% | 1.68% | $1,846.4万 | 9.2万股 | $1,626.4万 | 9.3万股 | -981股-1.05% | 减仓 |
 REVVITYRVTY |
| 1.57% | 1.47% | $1,809.9万 | 16.3万股 | $1,425.2万 | 16.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 1.56% | 1.56% | $1,801.8万 | 16.5万股 | $1,517.6万 | 13.8万股 | +2.7万股+19.74% | 加仓 |
 百事可乐PEP |
| 1.52% | 2.11% | $1,750.3万 | 12.9万股 | $2,043.2万 | 13.2万股 | -2,303股-1.75% | 减仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 1.46% | 1.53% | $1,686.9万 | 22.7万股 | $1,487.6万 | 20.1万股 | +2.7万股+13.30% | 加仓 |
| S道富SPMD |
| 1.45% | 1.45% | $1,671.9万 | 24.7万股 | $1,408.8万 | 23.8万股 | +9,579股+4.03% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.43% | 1.39% | $1,651.7万 | 18.8万股 | $1,345.6万 | 3.7万股 | +15.1万股+413.06% | 加仓 |
 亚马逊AMZN |
| 1.43% | 1.5% | $1,642.5万 | 6.9万股 | $1,454.9万 | 7.0万股 | -941股-1.35% | 减仓 |
| IiShares安硕信托IEI |
| 1.36% | 1.36% | $1,567.9万 | 13.3万股 | $1,323.1万 | 11.2万股 | +2.2万股+19.66% | 加仓 |
| IiShares安硕信托TLH |
| 1.34% | 1.31% | $1,548.7万 | 15.4万股 | $1,269.5万 | 12.6万股 | +2.8万股+22.44% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.27% | 1.36% | $1,458.5万 | 28.9万股 | $1,321.9万 | 29.0万股 | -120股-0.04% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.21% | 1.2% | $1,395.7万 | 27.0万股 | $1,166.2万 | 24.9万股 | +2.1万股+8.42% | 加仓 |
| G通用动力VTI |
| 1.14% | 1.18% | $1,312.1万 | 3.5万股 | $1,143.6万 | 3.6万股 | -189股-0.53% | 减仓 |
 iShares安硕·MBSACGL |
| 1.11% | 0.96% | $1,275.9万 | 13.5万股 | $927.8万 | 9.8万股 | +3.7万股+38.15% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.86% | 0.93% | $992.8万 | 4.2万股 | $902.4万 | 4.2万股 | -3股-0.01% | 减仓 |
| GGlobal X基金PAVE |
| 0.85% | 0.82% | $984.6万 | 16.7万股 | $796.5万 | 15.7万股 | +1.0万股+6.61% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.85% | 0.89% | $981.2万 | 15.2万股 | $866.0万 | 14.4万股 | +7,538股+5.23% | 加仓 |
| IiShares安硕信托GVI |
| 0.79% | 0.52% | $913.2万 | 8.5万股 | $500.9万 | 4.7万股 | +3.8万股+79.81% | 加仓 |
| IiShares安硕信托SHYG |
| 0.79% | 0.9% | $912.4万 | 21.5万股 | $877.6万 | 20.7万股 | +7,704股+3.71% | 加仓 |
| AAvantis·U SAVUV |
| 0.78% | 0.7% | $898.4万 | 7.2万股 | $679.9万 | 6.2万股 | +1.0万股+16.99% | 加仓 |
 微软MSFT |
| 0.76% | 0.88% | $872.6万 | 2.3万股 | $855.7万 | 2.3万股 | +277股+1.20% | 加仓 |
| A美国世纪ETF信托DSPY |
| 0.75% | 0.67% | $868.1万 | 13.2万股 | $652.1万 | 10.9万股 | +2.4万股+21.72% | 加仓 |
 特斯拉TSLA |
| 0.74% | 0.77% | $851.9万 | 2.0万股 | $744.8万 | 2.0万股 | +218股+1.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.81% | $820.8万 | 1.6万股 | $783.9万 | 1.6万股 | +46股+0.28% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.71% | 0.8% | $818.6万 | 10.0万股 | $775.3万 | 9.4万股 | +5,794股+6.17% | 加仓 |
| S道富SPIB |
| 0.69% | 0.7% | $796.0万 | 23.8万股 | $677.2万 | 20.2万股 | +3.6万股+17.82% | 加仓 |
 CrowdStrikeCRWD |
| 0.68% | 0.46% | $780.1万 | 1.0万股 | $450.5万 | 1.2万股 | -1,317股-11.41% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.67% | 0.74% | $772.8万 | 4.9万股 | $720.5万 | 4.9万股 | +251股+0.52% | 加仓 |
| V先锋领航·MIDVO |
| 0.66% | 0.7% | $763.7万 | 9.5万股 | $680.8万 | 2.4万股 | +7.1万股+299.85% | 加仓 |
 台积电TSM |
| 0.66% | 0.55% | $762.3万 | 1.6万股 | $536.4万 | 1.6万股 | +90股+0.57% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.66% | 0.55% | $757.5万 | 7.3万股 | $535.2万 | 5.5万股 | +1.8万股+32.35% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.65% | 0.63% | $754.1万 | 5.7万股 | $615.6万 | 5.6万股 | +1,026股+1.85% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.62% | 0.52% | $714.7万 | 7.8万股 | $504.4万 | 6.3万股 | +1.6万股+25.22% | 加仓 |
| V先锋领航指数基金VV |
| 0.62% | 0.64% | $712.4万 | 2.1万股 | $624.2万 | 2.1万股 | -172股-0.82% | 减仓 |
| WWisdomTree信托DEM |
| 0.6% | 0.65% | $695.4万 | 12.9万股 | $632.7万 | 12.7万股 | +1,948股+1.53% | 加仓 |
| IiShares安硕信托GVI |
| 0.59% | 0.54% | $677.5万 | 6.4万股 | $522.2万 | 4.9万股 | +1.5万股+29.78% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.56% | 0.59% | $641.4万 | 15.8万股 | $574.4万 | 16.0万股 | -2,147股-1.34% | 减仓 |
 谷歌AGOOGL |
| 0.55% | 0.53% | $628.2万 | 1.8万股 | $515.1万 | 1.8万股 | -334股-1.86% | 减仓 |
| IiShares安硕信托DGRO |
| 0.54% | 0.59% | $619.2万 | 8.2万股 | $574.7万 | 8.2万股 | -199股-0.24% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.49% | $568.7万 | 1.6万股 | $474.9万 | 1.7万股 | -457股-2.76% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.49% | 0.54% | $565.4万 | 6.9万股 | $521.3万 | 6.6万股 | +2,249股+3.38% | 加仓 |
| PProShares信托REGL |
| 0.49% | 0.5% | $559.9万 | 6.1万股 | $488.1万 | 5.6万股 | +4,660股+8.25% | 加仓 |
| V先锋领航全球基金VFH |
| 0.48% | 0.47% | $557.0万 | 4.2万股 | $458.3万 | 3.8万股 | +4,388股+11.57% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.48% | 0.56% | $547.3万 | 10.8万股 | $540.8万 | 10.8万股 | -200股-0.18% | 减仓 |
