 微软MSFT |
| 13.31% | 14.89% | $3.70亿 | 99.2万股 | $3.70亿 | 99.9万股 | -6,756股-0.68% | 减仓 |
| IiShares安硕信托IVV |
| 8.09% | 7.79% | $2.25亿 | 30.0万股 | $1.93亿 | 29.6万股 | +4,414股+1.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.73% | 4.42% | $1.32亿 | 37.3万股 | $1.10亿 | 38.2万股 | -9,736股-2.55% | 减仓 |
| IiShares安硕信托IEFA |
| 4.13% | 4.01% | $1.15亿 | 119.0万股 | $9,952.6万 | 109.9万股 | +9.0万股+8.22% | 加仓 |
 AMD超威AMD |
| 3.8% | 1.49% | $1.06亿 | 18.2万股 | $3,691.8万 | 18.1万股 | +582股+0.32% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.18% | 3.6% | $8,859.1万 | 156.9万股 | $8,933.1万 | 157.6万股 | -7,512股-0.48% | 减仓 |
| IiShares安硕IEMG |
| 2.51% | 2.17% | $6,994.3万 | 84.4万股 | $5,388.9万 | 77.3万股 | +7.2万股+9.28% | 加仓 |
 亚马逊AMZN |
| 2.41% | 2.43% | $6,711.8万 | 28.2万股 | $6,023.7万 | 28.9万股 | -7,616股-2.63% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.31% | 2.17% | $6,433.9万 | 58.3万股 | $5,384.6万 | 55.4万股 | +2.9万股+5.31% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 2.27% | 2.31% | $6,328.6万 | 44.6万股 | $5,744.5万 | 45.9万股 | -1.3万股-2.84% | 减仓 |
 苹果AAPL |
| 2.25% | 2.89% | $6,270.8万 | 21.7万股 | $7,185.6万 | 28.3万股 | -6.6万股-23.46% | 减仓 |
| VVanEck Russia ETFBBH |
| 2.22% | 2.89% | $6,174.4万 | 59.4万股 | $7,188.8万 | 74.3万股 | -14.9万股-20.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.88% | 2.03% | $5,234.2万 | 10.5万股 | $5,046.1万 | 10.5万股 | -701股-0.67% | 减仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 1.68% | 1.55% | $4,677.0万 | 51.2万股 | $3,844.6万 | 51.6万股 | -3,242股-0.63% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 1.67% | 1.78% | $4,656.8万 | 101.9万股 | $4,418.6万 | 102.4万股 | -5,483股-0.54% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.63% | 1.28% | $4,540.3万 | 15.1万股 | $3,176.8万 | 12.8万股 | +2.3万股+17.97% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.48% | 1.4% | $4,122.4万 | 73.9万股 | $3,481.1万 | 75.9万股 | -2.0万股-2.60% | 减仓 |
 英伟达NVDA |
| 1.38% | 1.41% | $3,840.3万 | 19.2万股 | $3,495.7万 | 20.0万股 | -8,512股-4.25% | 减仓 |
 摩根大通JPM |
| 1.15% | 1.18% | $3,204.7万 | 9.8万股 | $2,926.0万 | 9.9万股 | -1,566股-1.57% | 减仓 |
 安费诺APH |
| 1.01% | 0.86% | $2,798.2万 | 15.9万股 | $2,131.8万 | 16.9万股 | -1.0万股-5.94% | 减仓 |
| IiShares黄金信托IAU |
| 0.98% | 1.23% | $2,713.5万 | 35.9万股 | $3,066.0万 | 34.8万股 | +1.2万股+3.33% | 加仓 |
 应用材料AMAT |
| 0.89% | 0.48% | $2,478.3万 | 3.4万股 | $1,184.9万 | 3.5万股 | -390股-1.12% | 减仓 |
| GGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFGEM |
| 0.8% | 0.71% | $2,227.7万 | 42.8万股 | $1,756.9万 | 40.7万股 | +2.2万股+5.34% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.7% | 0.73% | $1,956.9万 | 15.8万股 | $1,817.6万 | 4.3万股 | +11.5万股+269.71% | 加仓 |
| IiShares安硕信托CMF |
| 0.66% | 0.82% | $1,838.4万 | 31.9万股 | $2,028.4万 | 35.7万股 | -3.8万股-10.59% | 减仓 |
 优步UBER |
| 0.66% | 0.69% | $1,837.4万 | 25.5万股 | $1,712.2万 | 23.8万股 | +1.7万股+6.98% | 加仓 |
 嘉信理财SCHW |
| 0.65% | 0.74% | $1,822.2万 | 19.7万股 | $1,836.5万 | 19.5万股 | +2,070股+1.06% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.65% | 0.66% | $1,816.7万 | 8.5万股 | $1,640.2万 | 8.5万股 | -81股-0.09% | 减仓 |
 万事达MA |
| 0.61% | 0.67% | $1,693.6万 | 3.3万股 | $1,672.3万 | 3.3万股 | -494股-1.48% | 减仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.61% | 0.22% | $1,683.8万 | 59.3万股 | $540.9万 | 20.6万股 | +38.7万股+188.24% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.59% | 0.61% | $1,649.6万 | 9.1万股 | $1,520.7万 | 9.2万股 | -792股-0.86% | 减仓 |
| IiShares安硕信托AGG |
| 0.57% | 0.65% | $1,596.1万 | 16.1万股 | $1,606.0万 | 16.2万股 | -525股-0.32% | 减仓 |
| LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL |
| 0.57% | 0.52% | $1,586.4万 | 31.8万股 | $1,283.2万 | 24.6万股 | +7.2万股+29.03% | 加仓 |
| IIshares U.S. Etf Trust Bloomberg Roll Select Commodity StrategyCMDY |
| 0.56% | 0.32% | $1,569.6万 | 28.4万股 | $791.5万 | 13.3万股 | +15.1万股+113.35% | 加仓 |
| WWisdomTree信托AGGY |
| 0.52% | 0.56% | $1,434.1万 | 33.0万股 | $1,393.0万 | 32.1万股 | +9,236股+2.88% | 加仓 |
| IiShares安硕信托ITOT |
| 0.49% | 0.48% | $1,368.9万 | 8.3万股 | $1,199.3万 | 8.4万股 | -872股-1.04% | 减仓 |
 谷歌AGOOGL |
| 0.48% | 0.45% | $1,339.9万 | 3.7万股 | $1,123.8万 | 3.9万股 | -1,587股-4.06% | 减仓 |
 好市多COST |
| 0.46% | 0.57% | $1,269.4万 | 1.4万股 | $1,426.7万 | 1.4万股 | -749股-5.23% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.45% | 0.53% | $1,248.4万 | 13.2万股 | $1,326.0万 | 13.9万股 | -6,924股-4.98% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.41% | $1,246.3万 | 1.7万股 | $1,015.8万 | 1.6万股 | +1,069股+6.84% | 加仓 |
| SSTATE STREET GLOBAL ALLOCATION ETFGAL |
| 0.44% | 0.46% | $1,234.2万 | 23.4万股 | $1,153.1万 | 23.3万股 | +620股+0.27% | 加仓 |
| GGlobal X基金XYLD |
| 0.44% | 0.48% | $1,232.5万 | 30.2万股 | $1,185.5万 | 30.3万股 | -811股-0.27% | 减仓 |
 强生JNJ |
| 0.43% | 0.45% | $1,196.8万 | 4.7万股 | $1,120.8万 | 4.6万股 | +1,276股+2.78% | 加仓 |
 Meta平台META |
| 0.42% | 0.5% | $1,171.4万 | 2.1万股 | $1,234.9万 | 2.2万股 | -788股-3.65% | 减仓 |
 FIRSTSUN CAP BANCORPFSUN |
| 0.4% | — | $1,125.7万 | 29.0万股 | $0 | 0股 | +29.0万股 | 新买入 |
 CencoraCOR |
| 0.4% | 0.52% | $1,117.8万 | 4.0万股 | $1,290.1万 | 4.1万股 | -1,567股-3.82% | 减仓 |
| IiShares安硕信托LQD |
| 0.39% | 0.28% | $1,095.5万 | 10.0万股 | $684.2万 | 6.3万股 | +3.8万股+59.99% | 加仓 |
| IiShares安硕信托DGRO |
| 0.39% | 0.38% | $1,085.2万 | 14.3万股 | $948.0万 | 13.5万股 | +8,106股+6.00% | 加仓 |
 阿斯麦ASML |
| 0.39% | 0.34% | $1,078.7万 | 5,422股 | $856.2万 | 6,482股 | -1,060股-16.35% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.39% | 0.4% | $1,075.1万 | 12.4万股 | $1,002.8万 | 12.7万股 | -3,401股-2.67% | 减仓 |
