| IiShares安硕信托IVV |
| 9.96% | 9.66% | $1,809.6万 | 2.4万股 | $1,579.6万 | 2.4万股 | -18股-0.07% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 7.46% | 6.97% | $1,356.2万 | 4.5万股 | $1,139.6万 | 4.8万股 | -3,196股-6.66% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 5.34% | 5.17% | $970.8万 | 11.0万股 | $844.8万 | 2.3万股 | +8.7万股+380.35% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.51% | 4.39% | $819.4万 | 23.5万股 | $718.0万 | 23.5万股 | -27股-0.01% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.81% | 3.99% | $691.5万 | 16.8万股 | $652.0万 | 16.7万股 | +286股+0.17% | 加仓 |
| I景顺QQQ信托VOO |
| 3.5% | 3.18% | $636.2万 | 8,640股 | $519.6万 | 9,003股 | -363股-4.03% | 减仓 |
| SSPDR道富系列信托BIL |
| 3.2% | 3.83% | $580.9万 | 6.3万股 | $626.3万 | 6.8万股 | -4,949股-7.24% | 减仓 |
| IiShares安硕信托SGOV |
| 3.15% | 3.53% | $572.4万 | 5.7万股 | $577.8万 | 5.7万股 | -541股-0.94% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3% | 2.98% | $544.2万 | 1.1万股 | $487.4万 | 1.0万股 | +705股+6.93% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.98% | 2.95% | $541.2万 | 2.3万股 | $482.3万 | 2.2万股 | +443股+1.98% | 加仓 |
| IiShares安硕信托SHV |
| 2.97% | 3.32% | $539.8万 | 4.9万股 | $542.7万 | 4.9万股 | -240股-0.49% | 减仓 |
| V先锋领航指数基金VOT |
| 2.96% | 2.76% | $537.2万 | 1.8万股 | $450.6万 | 1.8万股 | +29股+0.17% | 加仓 |
| IiShares安硕信托ICSH |
| 2.73% | 3% | $496.9万 | 9.8万股 | $489.7万 | 9.7万股 | +1,404股+1.45% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.67% | 2.96% | $485.2万 | 9.5万股 | $483.7万 | 9.5万股 | +114股+0.12% | 加仓 |
 微软MSFT |
| 2.46% | 2.34% | $446.2万 | 1.2万股 | $382.0万 | 1.0万股 | +1,641股+15.90% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 2.24% | 2.04% | $407.7万 | 2.3万股 | $334.2万 | 2.3万股 | -270股-1.17% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.08% | 2.01% | $377.2万 | 2.8万股 | $329.2万 | 2.8万股 | -193股-0.69% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 2.07% | 2.18% | $375.2万 | 6.9万股 | $357.0万 | 6.8万股 | +1,821股+2.69% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.01% | 2.14% | $365.8万 | 1.9万股 | $349.4万 | 1.9万股 | -448股-2.36% | 减仓 |
 英伟达NVDA |
| 1.79% | 1.75% | $325.6万 | 1.6万股 | $286.5万 | 1.6万股 | -155股-0.94% | 减仓 |
 苹果AAPL |
| 1.78% | 1.73% | $323.5万 | 1.1万股 | $283.5万 | 1.1万股 | +10股+0.09% | 加仓 |
| V先锋领航指数基金VOO |
| 1.78% | 1.78% | $322.7万 | 4,698股 | $290.6万 | 4,863股 | -165股-3.39% | 减仓 |
 卡特彼勒CAT |
| 1.44% | 1.21% | $261.2万 | 2,452股 | $197.8万 | 2,793股 | -341股-12.21% | 减仓 |
 特斯拉TSLA |
| 1.1% | 1% | $200.5万 | 4,768股 | $163.7万 | 4,403股 | +365股+8.29% | 加仓 |
| IiShares比特币ETFIBIT |
| 1.1% | 1.33% | $199.0万 | 6.0万股 | $217.5万 | 5.7万股 | +3,156股+5.57% | 加仓 |
| AAGNT INCAGNT |
| 1.08% | 1.66% | $196.3万 | 36.3万股 | $271.8万 | 45.4万股 | -9.1万股-20.02% | 减仓 |
 谷歌AGOOGL |
| 0.99% | 0.83% | $180.3万 | 5,045股 | $136.1万 | 4,732股 | +313股+6.61% | 加仓 |
 摩根大通JPM |
| 0.99% | 1% | $179.8万 | 5,494股 | $163.8万 | 5,568股 | -74股-1.33% | 减仓 |
 亚马逊AMZN |
| 0.98% | 0.92% | $178.3万 | 7,482股 | $150.3万 | 7,216股 | +266股+3.69% | 加仓 |
| IiShares安硕信托USMV |
| 0.96% | 1.07% | $173.7万 | 1.8万股 | $175.0万 | 1.9万股 | -861股-4.56% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.87% | 0.82% | $157.4万 | 2,108股 | $133.3万 | 2,050股 | +58股+2.83% | 加仓 |
| V先锋领航指数基金VTV |
| 0.86% | 0.76% | $156.5万 | 7,181股 | $124.9万 | 6,365股 | +816股+12.82% | 加仓 |
 强生JNJ |
| 0.84% | 0.93% | $152.8万 | 6,017股 | $151.4万 | 6,196股 | -179股-2.89% | 减仓 |
| IiShares安硕信托ITOT |
| 0.83% | 0.8% | $151.5万 | 9,220股 | $130.2万 | 9,139股 | +81股+0.89% | 加仓 |
 洛克希德马丁LMT |
| 0.78% | 1.03% | $142.5万 | 2,798股 | $168.1万 | 2,781股 | +17股+0.61% | 加仓 |
 好市多COST |
| 0.75% | 0.9% | $135.9万 | 1,453股 | $147.7万 | 1,483股 | -30股-2.02% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.67% | 0.68% | $121.4万 | 2.0万股 | $111.4万 | 2.0万股 | -590股-2.89% | 减仓 |
| V先锋领航指数基金VUG |
| 0.63% | 0.68% | $114.2万 | 1.3万股 | $111.8万 | 2,559股 | +1.1万股+418.13% | 加仓 |
 阿斯麦ASML |
| 0.62% | 0.48% | $112.2万 | 564股 | $78.7万 | 596股 | -32股-5.37% | 减仓 |
| IiShares安硕信托IWV |
| 0.52% | 0.52% | $94.0万 | 2,205股 | $85.5万 | 2,307股 | -102股-4.42% | 减仓 |
 Phillips 66PSX |
| 0.47% | 0.58% | $85.0万 | 5,027股 | $95.0万 | 5,212股 | -185股-3.55% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.44% | 0.44% | $79.4万 | 6,394股 | $71.1万 | 1,668股 | +4,726股+283.33% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 0.59% | $78.4万 | 5,736股 | $96.3万 | 5,677股 | +59股+1.04% | 加仓 |
 帕卡PCAR |
| 0.42% | 0.45% | $76.4万 | 6,358股 | $73.5万 | 6,363股 | -5股-0.08% | 减仓 |
 美光科技MU |
| 0.38% | 0.2% | $69.7万 | 603股 | $33.0万 | 977股 | -374股-38.28% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.34% | 0.38% | $62.4万 | 1.8万股 | $61.4万 | 2.1万股 | -2,609股-12.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.3% | $62.4万 | 1,767股 | $49.1万 | 1,711股 | +56股+3.27% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.33% | 0.37% | $60.2万 | 1.4万股 | $61.0万 | 1.6万股 | -2,127股-13.55% | 减仓 |
 迪尔DE |
| 0.32% | 0.32% | $58.8万 | 927股 | $52.0万 | 924股 | +3股+0.32% | 加仓 |
 博通AVGO |
| 0.3% | 0.28% | $54.9万 | 1,453股 | $45.5万 | 1,469股 | -16股-1.09% | 减仓 |
