 罗克韦尔自动化ROK |
| 12.52% | 7.39% | $5,859.0万 | 11.8万股 | $4,307.3万 | 12.0万股 | -1,676股-1.40% | 减仓 |
| SSPDR标普500 ETFSPY |
| 8.21% | 5.75% | $3,843.2万 | 5.1万股 | $3,352.2万 | 5.2万股 | -81股-0.16% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 6.12% | 4.61% | $2,864.2万 | 14.5万股 | $2,689.6万 | 14.6万股 | -1,003股-0.69% | 减仓 |
| WWILLSCOTWSC |
| 5.59% | 3.57% | $2,615.5万 | 90.6万股 | $2,083.1万 | 120.0万股 | -29.4万股-24.47% | 减仓 |
 苹果AAPL |
| 4.29% | 3.18% | $2,007.6万 | 6.9万股 | $1,852.2万 | 7.3万股 | -3,600股-4.93% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 3.89% | 2.7% | $1,820.2万 | 12.4万股 | $1,577.4万 | 12.3万股 | +1,202股+0.98% | 加仓 |
| IiShares安硕·COREIJH |
| 3.78% | 2.64% | $1,769.9万 | 23.0万股 | $1,538.5万 | 22.8万股 | +1,702股+0.75% | 加仓 |
| IiShares安硕·COREIJR |
| 3.44% | 2.11% | $1,608.7万 | 10.8万股 | $1,229.9万 | 9.9万股 | +9,529股+9.63% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.28% | 2.47% | $1,536.5万 | 14.8万股 | $1,438.5万 | 14.8万股 | -187股-0.13% | 减仓 |
| I景顺QQQ信托VOO |
| 2.8% | 1.88% | $1,312.7万 | 1.8万股 | $1,098.6万 | 1.9万股 | -1,207股-6.34% | 减仓 |
| LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL |
| 2.4% | 2.05% | $1,121.4万 | 22.5万股 | $1,197.0万 | 23.0万股 | -5,090股-2.21% | 减仓 |
 美光科技MU |
| 2.19% | 0.52% | $1,025.1万 | 8,881股 | $301.3万 | 8,918股 | -37股-0.41% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.94% | 1.4% | $906.2万 | 3.7万股 | $816.2万 | 3.8万股 | -274股-0.73% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.64% | 1.15% | $767.5万 | 1.1万股 | $673.4万 | 1.1万股 | -6股-0.05% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.62% | 1.24% | $757.8万 | 3.6万股 | $724.7万 | 3.8万股 | -2,145股-5.68% | 减仓 |
 亚马逊AMZN |
| 1.46% | 1.1% | $685.4万 | 2.9万股 | $640.4万 | 3.1万股 | -1,991股-6.48% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.31% | 0.91% | $614.3万 | 14.9万股 | $530.4万 | 14.9万股 | +428股+0.29% | 加仓 |
 TCW STRATEGIC INCOME FDTSI |
| 1.25% | 1.04% | $586.6万 | 130.1万股 | $604.9万 | 134.7万股 | -4.7万股-3.45% | 减仓 |
| SSOURCE CAPITAL COM SHS OF BEN IXSORX |
| 1.19% | 0.94% | $557.5万 | 12.1万股 | $546.4万 | 11.8万股 | +3,316股+2.81% | 加仓 |
| G通用动力VTI |
| 1.13% | 0.78% | $528.2万 | 1.4万股 | $457.2万 | 1.4万股 | +23股+0.16% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.1% | 0.66% | $517.2万 | 6.1万股 | $383.0万 | 5.0万股 | +1.1万股+21.82% | 加仓 |
| IiShares安硕信托EFG |
| 1.09% | 0.77% | $511.1万 | 4.1万股 | $450.5万 | 4.0万股 | +631股+1.56% | 加仓 |
| IiShares安硕信托IVV |
| 1.05% | 0.79% | $492.3万 | 6,573股 | $460.4万 | 7,049股 | -476股-6.75% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.97% | 0.68% | $455.5万 | 1.9万股 | $396.2万 | 1.8万股 | +824股+4.47% | 加仓 |
 微软MSFT |
| 0.78% | 0.93% | $364.4万 | 9,768股 | $541.3万 | 1.5万股 | -4,855股-33.20% | 减仓 |
| V先锋领航指数基金VOO |
| 0.77% | 0.49% | $362.4万 | 5,277股 | $285.4万 | 4,776股 | +501股+10.49% | 加仓 |
| V先锋领航指数基金VBK |
| 0.77% | 0.13% | $360.7万 | 9,863股 | $74.8万 | 2,474股 | +7,389股+298.67% | 加仓 |
| SSPDR黄金信托GLD |
| 0.68% | 0.64% | $317.5万 | 8,620股 | $372.2万 | 8,651股 | -31股-0.36% | 减仓 |
| IiShares安硕信托IVW |
| 0.65% | 0.42% | $303.2万 | 2.2万股 | $246.8万 | 2.2万股 | +226股+1.04% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.65% | 0.66% | $302.1万 | 2.6万股 | $386.4万 | 3.3万股 | -7,508股-22.49% | 减仓 |
| EEA SERIES TRUSTMDLV |
| 0.63% | 0.47% | $296.3万 | 9.6万股 | $275.3万 | 9.1万股 | +5,202股+5.70% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.6% | 0.28% | $278.8万 | 1.6万股 | $160.9万 | 1.1万股 | +4,491股+40.38% | 加仓 |
 英伟达NVDA |
| 0.54% | 0.41% | $253.8万 | 1.3万股 | $238.0万 | 1.4万股 | -963股-7.06% | 减仓 |
 礼来LLY |
| 0.52% | 0.33% | $241.5万 | 2,013股 | $193.0万 | 2,098股 | -85股-4.05% | 减仓 |
| TTERADYNETER |
| 0.49% | 0.24% | $227.4万 | 4,700股 | $139.4万 | 4,701股 | -1股-0.02% | 减仓 |
| V先锋领航指数基金VTV |
| 0.45% | 0.09% | $212.3万 | 9,740股 | $54.1万 | 2,755股 | +6,985股+253.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.7% | $211.3万 | 4,223股 | $410.2万 | 8,560股 | -4,337股-50.67% | 减仓 |
 应用材料AMAT |
| 0.44% | 0.28% | $207.9万 | 2,875股 | $165.4万 | 4,838股 | -1,963股-40.57% | 减仓 |
 思科CSCO |
| 0.44% | 0.4% | $204.1万 | 1.7万股 | $232.6万 | 3.0万股 | -1.3万股-42.04% | 减仓 |
 强生JNJ |
| 0.42% | 0.83% | $196.3万 | 7,731股 | $485.9万 | 2.0万股 | -1.2万股-61.11% | 减仓 |
 卡特彼勒CAT |
| 0.39% | 0.43% | $182.1万 | 1,710股 | $249.9万 | 3,528股 | -1,818股-51.53% | 减仓 |
 摩根大通JPM |
| 0.38% | 1% | $177.8万 | 5,432股 | $585.6万 | 2.0万股 | -1.4万股-72.71% | 减仓 |
 谷歌AGOOGL |
| 0.37% | 0.65% | $175.5万 | 4,911股 | $377.0万 | 1.3万股 | -8,200股-62.54% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.37% | 0.15% | $175.2万 | 2.3万股 | $86.4万 | 2.5万股 | -1,600股-6.40% | 减仓 |
| T赛默飞世尔TMO |
| 0.34% | 0.29% | $159.8万 | 3,187股 | $171.1万 | 3,480股 | -293股-8.42% | 减仓 |
 派克汉尼汾PH |
| 0.34% | 0.25% | $159.6万 | 1,632股 | $146.3万 | 1,634股 | -2股-0.12% | 减仓 |
 艾伯维ABBV |
| 0.32% | 0.23% | $148.2万 | 5,888股 | $132.5万 | 6,092股 | -204股-3.35% | 减仓 |
 Meta平台META |
| 0.31% | 0.49% | $145.2万 | 2,578股 | $284.6万 | 4,974股 | -2,396股-48.17% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.3% | 0.18% | $141.4万 | 4.5万股 | $105.7万 | 3.8万股 | +7,508股+19.78% | 加仓 |
 德州仪器TXN |
| 0.27% | 0.22% | $126.1万 | 4,231股 | $128.1万 | 6,598股 | -2,367股-35.87% | 减仓 |
