 HOULIHAN LOKEYHLI |
| 11.52% | 0.14% | $1.51亿 | 112.2万股 | $119.1万 | 112.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 3.25% | 4.54% | $4,245.4万 | 5.7万股 | $3,739.6万 | 5.7万股 | -561股-0.98% | 减仓 |
| S道富SPYM |
| 3.21% | 3.49% | $4,190.4万 | 47.7万股 | $2,873.5万 | 37.5万股 | +10.1万股+27.01% | 加仓 |
 杜克能源DUK |
| 2.82% | 0.12% | $3,681.0万 | 29.1万股 | $98.7万 | 7,537股 | +28.3万股+3,758.35% | 加仓 |
 麦当劳MCD |
| 2.05% | 0.18% | $2,685.8万 | 9.9万股 | $145.0万 | 4,667股 | +9.5万股+2,028.99% | 加仓 |
 艾伯维ABBV |
| 1.96% | 0.54% | $2,558.5万 | 10.2万股 | $441.6万 | 2.0万股 | +8.1万股+400.77% | 加仓 |
 苹果AAPL |
| 1.85% | 2.69% | $2,424.4万 | 8.4万股 | $2,217.5万 | 8.7万股 | -3,592股-4.11% | 减仓 |
 埃克森美孚XOM |
| 1.66% | 0.5% | $2,165.7万 | 15.8万股 | $414.6万 | 2.4万股 | +13.4万股+548.16% | 加仓 |
 ALTRIAMO |
| 1.5% | 0.79% | $1,963.4万 | 27.3万股 | $648.9万 | 9.8万股 | +17.5万股+177.52% | 加仓 |
| IiShares安硕信托IVW |
| 1.48% | 1.74% | $1,931.1万 | 14.0万股 | $1,430.9万 | 12.7万股 | +1.4万股+11.00% | 加仓 |
| S嘉信策略信托SCHD |
| 1.39% | 1.98% | $1,821.4万 | 57.4万股 | $1,629.9万 | 53.1万股 | +4.3万股+8.12% | 加仓 |
 宝洁PG |
| 1.3% | 0.27% | $1,695.6万 | 11.6万股 | $221.6万 | 1.5万股 | +10.0万股+653.52% | 加仓 |
 微软MSFT |
| 1.28% | 1.98% | $1,674.9万 | 4.5万股 | $1,634.4万 | 4.4万股 | +749股+1.70% | 加仓 |
 雪佛龙CVX |
| 1.25% | 0.6% | $1,628.7万 | 9.8万股 | $497.1万 | 2.4万股 | +7.4万股+308.94% | 加仓 |
 谷歌AGOOGL |
| 1.12% | 1.48% | $1,468.5万 | 4.1万股 | $1,216.8万 | 4.2万股 | -1,222股-2.89% | 减仓 |
| IiShares安硕信托IUSB |
| 1.12% | 1.07% | $1,467.4万 | 31.8万股 | $881.4万 | 19.1万股 | +12.7万股+66.63% | 加仓 |
| V先锋领航指数基金VOO |
| 1.07% | 0.73% | $1,404.8万 | 2.0万股 | $603.7万 | 1.0万股 | +1.0万股+102.46% | 加仓 |
 英伟达NVDA |
| 1.07% | 1.49% | $1,395.5万 | 7.0万股 | $1,224.4万 | 7.0万股 | -463股-0.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.04% | 1.46% | $1,362.8万 | 1.8万股 | $1,203.4万 | 1.9万股 | -255股-1.38% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.04% | 1.4% | $1,357.1万 | 20.0万股 | $1,156.2万 | 19.9万股 | +805股+0.41% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.03% | 1.98% | $1,345.9万 | 6.1万股 | $1,631.6万 | 8.5万股 | -2.4万股-27.89% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.01% | 1.52% | $1,318.4万 | 26.1万股 | $1,248.4万 | 25.0万股 | +1.0万股+4.16% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.98% | 1.61% | $1,284.0万 | 5.7万股 | $1,326.2万 | 6.3万股 | -6,260股-9.97% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.93% | 1.2% | $1,209.4万 | 3.4万股 | $986.9万 | 3.4万股 | -174股-0.51% | 减仓 |
 百时美施贵宝BMY |
| 0.92% | 0.06% | $1,199.1万 | 20.8万股 | $48.3万 | 7,959股 | +20.0万股+2,514.80% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.92% | 1.31% | $1,197.1万 | 51.8万股 | $1,080.8万 | 46.5万股 | +5.2万股+11.19% | 加仓 |
| N新纪元能源NEE |
| 0.9% | 0.16% | $1,177.1万 | 13.4万股 | $133.4万 | 1.4万股 | +12.0万股+834.10% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.83% | 0.97% | $1,090.1万 | 14.3万股 | $802.7万 | 11.7万股 | +2.6万股+22.17% | 加仓 |
| IIBMIBM |
| 0.82% | 0.19% | $1,066.9万 | 3.8万股 | $152.9万 | 6,307股 | +3.2万股+501.54% | 加仓 |
 南方电力SO |
| 0.76% | 0.04% | $991.3万 | 10.4万股 | $30.4万 | 3,154股 | +10.0万股+3,183.80% | 加仓 |
 亚马逊AMZN |
| 0.72% | 0.96% | $938.2万 | 3.9万股 | $789.5万 | 3.8万股 | +1,456股+3.84% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 1.11% | $936.9万 | 1.9万股 | $915.6万 | 1.9万股 | -382股-2.00% | 减仓 |
 百事可乐PEP |
| 0.71% | 0.22% | $923.6万 | 6.8万股 | $184.1万 | 1.2万股 | +5.6万股+475.50% | 加仓 |
| IiShares安硕·COREIJR |
| 0.65% | 0.87% | $850.2万 | 5.7万股 | $718.7万 | 5.8万股 | -491股-0.85% | 减仓 |
| IiShares安硕信托IEFA |
| 0.65% | 0.95% | $846.9万 | 8.8万股 | $785.6万 | 8.7万股 | +904股+1.04% | 加仓 |
| IiShares安硕·COREIJH |
| 0.63% | 0.93% | $821.0万 | 10.6万股 | $764.2万 | 11.3万股 | -6,688股-5.91% | 减仓 |
| B贝莱德ETF信托CORO |
| 0.58% | 0.76% | $756.4万 | 20.7万股 | $629.9万 | 19.6万股 | +1.1万股+5.49% | 加仓 |
| V先锋领航·TOTALBND |
| 0.56% | 0.88% | $736.4万 | 10.0万股 | $727.3万 | 9.9万股 | +1,543股+1.56% | 加仓 |
 博通AVGO |
| 0.55% | 0.76% | $715.2万 | 1.9万股 | $624.5万 | 2.0万股 | -1,244股-6.17% | 减仓 |
| SSPDR黄金信托GLD |
| 0.54% | 0.68% | $707.0万 | 1.9万股 | $561.7万 | 1.3万股 | +6,137股+47.01% | 加仓 |
| IiShares安硕信托USMV |
| 0.54% | 0.84% | $703.5万 | 7.3万股 | $688.3万 | 7.4万股 | -1,289股-1.74% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.53% | 0.59% | $697.9万 | 1.9万股 | $490.1万 | 1.5万股 | +3,666股+23.79% | 加仓 |
| G通用动力VTI |
| 0.52% | 0.74% | $678.6万 | 1.8万股 | $613.7万 | 1.9万股 | -793股-4.15% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.51% | 0.61% | $668.9万 | 12.7万股 | $502.6万 | 15.3万股 | -2.6万股-16.83% | 减仓 |
 威瑞森VZ |
| 0.51% | 0.16% | $663.0万 | 15.7万股 | $134.1万 | 2.7万股 | +13.0万股+486.21% | 加仓 |
 摩根大通JPM |
| 0.48% | 0.65% | $630.0万 | 1.9万股 | $539.2万 | 1.8万股 | +915股+4.99% | 加仓 |
 强生JNJ |
| 0.48% | 0.7% | $623.3万 | 2.5万股 | $574.9万 | 2.4万股 | +1,027股+4.37% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.47% | 0.74% | $618.3万 | 8.7万股 | $609.4万 | 9.5万股 | -8,321股-8.75% | 减仓 |
 摩根士丹利MS |
| 0.46% | 0.57% | $595.8万 | 2.9万股 | $465.9万 | 2.8万股 | +192股+0.68% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.45% | 0.88% | $591.2万 | 13.0万股 | $726.4万 | 15.8万股 | -2.9万股-18.11% | 减仓 |
