 苹果AAPL |
| 3.29% | 3.12% | $1.16亿 | 40.2万股 | $9,897.0万 | 40.1万股 | +526股+0.13% | 加仓 |
| S道富SPYM |
| 2.13% | 2.06% | $7,509.5万 | 85.5万股 | $6,524.8万 | 85.2万股 | +2,041股+0.24% | 加仓 |
 英伟达NVDA |
| 1.74% | 1.75% | $6,157.3万 | 30.8万股 | $5,557.8万 | 31.9万股 | -1.1万股-3.44% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.45% | 1.28% | $5,106.6万 | 36.0万股 | $4,064.0万 | 32.5万股 | +3.5万股+10.81% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.41% | 1.39% | $4,981.9万 | 109.5万股 | $4,419.1万 | 96.9万股 | +12.6万股+13.06% | 加仓 |
 微软MSFT |
| 1.32% | 1.53% | $4,643.6万 | 12.4万股 | $4,862.5万 | 13.1万股 | -6,871股-5.23% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.32% | 1.29% | $4,641.6万 | 56.6万股 | $4,078.8万 | 57.5万股 | -8,736股-1.52% | 减仓 |
| S嘉信策略信托SCHM |
| 1.25% | 1.11% | $4,420.2万 | 119.9万股 | $3,527.1万 | 113.9万股 | +6.0万股+5.23% | 加仓 |
| I景顺QQQ信托VOO |
| 1.24% | 1.12% | $4,384.0万 | 6.0万股 | $3,561.5万 | 6.2万股 | -2,173股-3.52% | 减仓 |
 亚马逊AMZN |
| 1.14% | 1.17% | $4,040.7万 | 17.0万股 | $3,708.1万 | 17.8万股 | -8,510股-4.78% | 减仓 |
| S嘉信策略信托SCHC |
| 1.14% | 1.12% | $4,007.0万 | 75.9万股 | $3,548.0万 | 72.5万股 | +3.4万股+4.74% | 加仓 |
| S嘉信·USSCHX |
| 1.13% | 1.04% | $3,986.9万 | 135.5万股 | $3,286.5万 | 128.2万股 | +7.3万股+5.69% | 加仓 |
| V先锋领航指数基金VOO |
| 1.12% | 0.98% | $3,953.0万 | 5.8万股 | $3,114.8万 | 5.2万股 | +5,429股+10.42% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 1.08% | $3,934.5万 | 11.0万股 | $3,431.8万 | 11.9万股 | -9,246股-7.75% | 减仓 |
| IiShares安硕信托IEFA |
| 1.06% | 1.01% | $3,737.6万 | 38.7万股 | $3,220.2万 | 35.6万股 | +3.1万股+8.80% | 加仓 |
 博通AVGO |
| 0.97% | 0.92% | $3,406.0万 | 9.0万股 | $2,906.4万 | 9.4万股 | -3,739股-3.98% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.94% | 0.96% | $3,311.6万 | 65.5万股 | $3,052.5万 | 60.3万股 | +5.2万股+8.57% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.93% | 0.91% | $3,284.0万 | 70.1万股 | $2,887.1万 | 61.7万股 | +8.4万股+13.65% | 加仓 |
 特斯拉TSLA |
| 0.93% | 1% | $3,275.4万 | 7.8万股 | $3,177.6万 | 8.5万股 | -7,602股-8.89% | 减仓 |
| S嘉信·USSCHA |
| 0.92% | 0.8% | $3,249.1万 | 89.9万股 | $2,551.9万 | 87.8万股 | +2.2万股+2.48% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.92% | 0.92% | $3,230.4万 | 72.8万股 | $2,911.3万 | 74.9万股 | -2.1万股-2.80% | 减仓 |
| S道富SPIB |
| 0.89% | 0.91% | $3,136.9万 | 93.8万股 | $2,897.8万 | 86.4万股 | +7.4万股+8.51% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.88% | 0.98% | $3,105.3万 | 73.6万股 | $3,119.9万 | 73.9万股 | -3,274股-0.44% | 减仓 |
| V先锋领航·TOTALBND |
| 0.87% | 0.97% | $3,076.3万 | 41.9万股 | $3,073.9万 | 41.7万股 | +1,635股+0.39% | 加仓 |
 摩根大通JPM |
| 0.76% | 0.75% | $2,672.7万 | 8.2万股 | $2,383.6万 | 8.1万股 | +620股+0.77% | 加仓 |
| F富达·VALUE FACTOR ETFFVAL |
| 0.73% | 0.65% | $2,585.3万 | 33.2万股 | $2,049.4万 | 29.5万股 | +3.6万股+12.34% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.73% | 0.67% | $2,580.7万 | 34.4万股 | $2,141.1万 | 31.9万股 | +2.5万股+7.93% | 加仓 |
 卡特彼勒CAT |
| 0.73% | 0.53% | $2,560.9万 | 2.4万股 | $1,672.6万 | 2.4万股 | +440股+1.86% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 0.71% | 0.61% | $2,521.5万 | 34.4万股 | $1,947.0万 | 32.2万股 | +2.2万股+6.83% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.71% | 0.63% | $2,517.9万 | 34.8万股 | $1,986.6万 | 32.4万股 | +2.4万股+7.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.57% | $2,384.1万 | 6.7万股 | $1,807.5万 | 6.3万股 | +4,466股+7.09% | 加仓 |
 Meta平台META |
| 0.66% | 0.74% | $2,318.7万 | 4.1万股 | $2,336.0万 | 4.1万股 | +335股+0.82% | 加仓 |
 礼来LLY |
| 0.63% | 0.39% | $2,219.9万 | 1.9万股 | $1,221.9万 | 1.8万股 | +165股+0.90% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.61% | 0.64% | $2,144.6万 | 26.1万股 | $2,016.0万 | 24.4万股 | +1.7万股+6.98% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.6% | 0.63% | $2,117.9万 | 51.3万股 | $1,999.6万 | 51.3万股 | +169股+0.03% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.59% | 0.4% | $2,068.9万 | 12.8万股 | $1,279.9万 | 11.4万股 | +1.4万股+12.18% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.58% | 0.54% | $2,055.9万 | 2.8万股 | $1,703.3万 | 2.6万股 | +1,338股+5.11% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 0.58% | 0.6% | $2,031.2万 | 81.6万股 | $1,908.3万 | 77.0万股 | +4.6万股+5.97% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.56% | 0.57% | $1,963.3万 | 24.8万股 | $1,795.0万 | 22.6万股 | +2.2万股+9.70% | 加仓 |
| SSPDR黄金信托GLD |
| 0.55% | 0.71% | $1,939.0万 | 5.3万股 | $2,255.5万 | 5.2万股 | +218股+0.42% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.53% | 0.54% | $1,886.8万 | 26.5万股 | $1,701.3万 | 26.5万股 | -688股-0.26% | 减仓 |
 好市多COST |
| 0.53% | 0.62% | $1,881.1万 | 2.0万股 | $1,965.2万 | 2.0万股 | +385股+1.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.56% | $1,755.2万 | 3.5万股 | $1,772.6万 | 3.7万股 | -1,913股-5.17% | 减仓 |
 雪佛龙CVX |
| 0.49% | 0.67% | $1,713.7万 | 10.3万股 | $2,137.0万 | 10.3万股 | +100股+0.10% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.48% | 0.46% | $1,686.6万 | 41.9万股 | $1,466.1万 | 43.3万股 | -1.4万股-3.13% | 减仓 |
| IiShares安硕信托DGRO |
| 0.47% | 0.47% | $1,668.0万 | 22.0万股 | $1,496.5万 | 21.3万股 | +6,831股+3.20% | 加仓 |
| F富兰克林邓普顿ETF信托FLHY |
| 0.47% | 0.48% | $1,654.8万 | 68.1万股 | $1,515.3万 | 62.8万股 | +5.4万股+8.53% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.47% | 0.46% | $1,652.1万 | 20.1万股 | $1,463.1万 | 20.6万股 | -5,052股-2.46% | 减仓 |
 家得宝HD |
| 0.47% | 0.47% | $1,646.2万 | 4.7万股 | $1,498.4万 | 4.6万股 | +1,119股+2.46% | 加仓 |
| DDimensional维度·USDFUV |
| 0.45% | 0.45% | $1,578.7万 | 28.7万股 | $1,418.2万 | 29.3万股 | -5,676股-1.94% | 减仓 |
