 苹果AAPL |
| 10.24% | 9.71% | $2,389.3万 | 8.3万股 | $2,163.5万 | 8.5万股 | -2,675股-3.14% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 9.46% | 8.95% | $2,207.5万 | 10.4万股 | $1,993.6万 | 10.4万股 | -124股-0.12% | 减仓 |
| SSPDR道富指数基金SPEM |
| 5.65% | 5.48% | $1,318.0万 | 25.5万股 | $1,220.8万 | 26.0万股 | -5,710股-2.19% | 减仓 |
| J摩根大通交易所交易基金JPUS |
| 5.53% | 5.39% | $1,290.0万 | 9.2万股 | $1,199.5万 | 9.2万股 | -127股-0.14% | 减仓 |
| J摩根大通交易所交易基金JPIN |
| 5.24% | 5.51% | $1,223.0万 | 16.9万股 | $1,226.8万 | 17.2万股 | -3,070股-1.78% | 减仓 |
| SSPDR道富系列信托SPTM |
| 3.95% | 3.63% | $921.1万 | 10.1万股 | $807.9万 | 10.2万股 | -731股-0.72% | 减仓 |
| A美国世纪ETF信托AVUS |
| 3.62% | 3.31% | $844.1万 | 6.6万股 | $736.8万 | 6.6万股 | -360股-0.54% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.48% | 3.19% | $812.6万 | 1.1万股 | $710.2万 | 1.1万股 | -39股-0.36% | 减仓 |
| G高盛ETF信托GBIL |
| 3.43% | 3.64% | $801.6万 | 8.0万股 | $811.0万 | 8.1万股 | -915股-1.13% | 减仓 |
| AAvantis·U SAVUV |
| 3.31% | 3.1% | $773.0万 | 6.2万股 | $689.4万 | 6.2万股 | -445股-0.71% | 减仓 |
| IiShares安硕信托LRGF |
| 3% | 2.76% | $699.5万 | 9.2万股 | $615.6万 | 9.3万股 | -776股-0.83% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3% | 2.57% | $699.1万 | 2.0万股 | $572.1万 | 2.0万股 | -157股-0.79% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.48% | 2.1% | $580.0万 | 6.0万股 | $467.5万 | 5.8万股 | +2,085股+3.59% | 加仓 |
 谷歌AGOOGL |
| 2.46% | 2.07% | $573.5万 | 1.6万股 | $459.9万 | 1.6万股 | +55股+0.34% | 加仓 |
| TTORTOISE CAPITAL SERIES TRUSTCAI |
| 2.45% | 1.91% | $571.3万 | 10.2万股 | $425.9万 | 12.3万股 | -2.1万股-16.90% | 减仓 |
| VVALUED ADVISERS TRMBSF |
| 2.26% | 2.31% | $527.6万 | 20.5万股 | $514.9万 | 20.2万股 | +3,647股+1.81% | 加仓 |
 亚马逊AMZN |
| 2.11% | 2.02% | $493.6万 | 2.1万股 | $449.0万 | 2.2万股 | -848股-3.93% | 减仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 1.72% | 1.78% | $400.7万 | 13.1万股 | $395.6万 | 13.1万股 | -282股-0.21% | 减仓 |
 Meta平台META |
| 1.56% | 1.79% | $363.7万 | 6,457股 | $399.3万 | 6,980股 | -523股-7.49% | 减仓 |
 AVANTIS INTLNGG |
| 1.52% | 1.38% | $353.7万 | 4.0万股 | $308.0万 | 3.6万股 | +3,344股+9.21% | 加仓 |
| IIBMIBM |
| 1.33% | 1.45% | $310.3万 | 1.1万股 | $322.1万 | 1.3万股 | -2,256股-16.98% | 减仓 |
 微软MSFT |
| 1.24% | 1.47% | $289.2万 | 7,754股 | $327.8万 | 8,855股 | -1,101股-12.43% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 1.2% | 1.25% | $279.9万 | 6.2万股 | $277.9万 | 6.2万股 | +701股+1.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.13% | 1.26% | $264.8万 | 5,292股 | $279.5万 | 5,833股 | -541股-9.27% | 减仓 |
| IINVESCO FINANCIAL PREFERRED ETFPGF |
| 0.9% | 0.89% | $210.8万 | 15.4万股 | $198.1万 | 14.4万股 | +9,781股+6.79% | 加仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.85% | 0.94% | $199.3万 | 15.3万股 | $208.8万 | 12.6万股 | +2.7万股+21.87% | 加仓 |
 汽车地带AZO |
| 0.78% | 0.86% | $181.2万 | 567股 | $191.5万 | 567股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.68% | 0.7% | $158.9万 | 3,170股 | $155.8万 | 3,170股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.64% | 0.64% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.63% | 0.56% | $147.5万 | 7,982股 | $125.6万 | 9,753股 | -1,771股-18.16% | 减仓 |
 迪士尼DIS |
| 0.62% | 0.69% | $144.7万 | 1.5万股 | $152.8万 | 1.6万股 | -823股-5.19% | 减仓 |
 摩根大通JPM |
| 0.57% | 0.67% | $133.1万 | 4,067股 | $150.3万 | 5,110股 | -1,043股-20.41% | 减仓 |
 TRAVELERS COSTRV |
| 0.55% | 0.51% | $128.6万 | 3,895股 | $113.6万 | 3,895股 | 00.00% | 持仓不变 |
| NNUVEEN REAL ASSET INCOME & GJRI |
| 0.54% | 0.53% | $126.1万 | 9.7万股 | $117.2万 | 9.5万股 | +2,016股+2.12% | 加仓 |
| AAH RLTY TR INC COMAHRT |
| 0.49% | 0.36% | $114.3万 | 16.1万股 | $81.3万 | 14.8万股 | +1.4万股+9.23% | 加仓 |
| J骏利亨德森JAAA |
| 0.48% | 0.68% | $112.7万 | 2.2万股 | $151.7万 | 3.0万股 | -7,803股-25.91% | 减仓 |
 威廉姆斯WMB |
| 0.37% | 0.38% | $87.0万 | 1.2万股 | $85.2万 | 1.2万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.32% | 0.44% | $74.8万 | 4,514股 | $97.0万 | 4,688股 | -174股-3.71% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.31% | 0.3% | $71.4万 | 1.3万股 | $66.0万 | 1.3万股 | -58股-0.43% | 减仓 |
| QQXOQXO |
| 0.3% | 0.29% | $70.9万 | 4.1万股 | $64.3万 | 3.3万股 | +7,916股+23.90% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.29% | 0.28% | $67.1万 | 1.6万股 | $63.4万 | 1.6万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.27% | 0.31% | $63.1万 | 2,015股 | $69.8万 | 1,959股 | +56股+2.86% | 加仓 |
 辉瑞PFE |
| 0.27% | 0.4% | $62.3万 | 2.6万股 | $89.2万 | 3.2万股 | -5,869股-18.48% | 减仓 |
 通用汽车GM |
| 0.25% | 0.35% | $58.8万 | 7,632股 | $77.3万 | 1.0万股 | -2,739股-26.41% | 减仓 |
 CHURCH & DWIGHTCHD |
| 0.24% | 0.24% | $56.6万 | 5,840股 | $54.5万 | 5,840股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.23% | 0.23% | $53.0万 | 6,415股 | $51.1万 | 6,415股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.22% | 0.15% | $52.2万 | 4,443股 | $34.5万 | 4,443股 | 00.00% | 持仓不变 |
| G高盛ETF信托GSEW |
| 0.22% | 0.21% | $51.4万 | 5,444股 | $46.1万 | 5,444股 | 00.00% | 持仓不变 |
| CCARLYLE COMCG |
| 0.22% | 0.26% | $51.1万 | 1.2万股 | $57.5万 | 1.2万股 | +261股+2.20% | 加仓 |
 联合包裹UPSUPS |
| 0.22% | 0.21% | $50.4万 | 4,688股 | $47.3万 | 4,811股 | -123股-2.56% | 减仓 |
