| IiShares安硕信托IVV |
| 22.03% | 23.58% | $4,659.7万 | 117.6万股 | $3,827.4万 | 5.9万股 | +111.7万股+1,907.13% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 11.21% | 12.26% | $2,370.4万 | 6.5万股 | $1,989.7万 | 6.3万股 | +2,232股+3.57% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 10.35% | 13.38% | $2,188.8万 | 83.6万股 | $2,172.1万 | 82.7万股 | +8,905股+1.08% | 加仓 |
| IiShares安硕·COREIJR |
| 9.41% | 9.85% | $1,991.0万 | 13.4万股 | $1,598.7万 | 12.9万股 | +5,637股+4.38% | 加仓 |
| C资本集团全球股票CGGE |
| 8.37% | — | $1,769.8万 | 50.2万股 | $0 | 0股 | +50.2万股 | 新买入 |
| IiShares安硕·COREIJH |
| 8.19% | 8.76% | $1,733.6万 | 22.5万股 | $1,421.9万 | 21.1万股 | +1.4万股+6.77% | 加仓 |
| C资本集团成长ETFCGGR |
| 6.35% | — | $1,343.6万 | 28.5万股 | $0 | 0股 | +28.5万股 | 新买入 |
 苹果AAPL |
| 2.33% | 3.25% | $493.7万 | 1.7万股 | $528.0万 | 2.1万股 | -3,741股-17.98% | 减仓 |
 英伟达NVDA |
| 2.06% | 2.86% | $436.2万 | 2.2万股 | $463.7万 | 2.7万股 | -4,790股-18.01% | 减仓 |
 微软MSFT |
| 1.79% | 3.91% | $378.6万 | 1.0万股 | $634.9万 | 1.7万股 | -7,004股-40.83% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.4% | 1.58% | $295.4万 | 3,956股 | $256.5万 | 3,943股 | +13股+0.33% | 加仓 |
 谷歌AGOOGL |
| 1.13% | 1.31% | $239.8万 | 6,709股 | $213.1万 | 7,409股 | -700股-9.45% | 减仓 |
| IiShares安硕信托SGOV |
| 1.05% | 1.96% | $221.4万 | 2.2万股 | $317.9万 | 3.2万股 | -9,587股-30.36% | 减仓 |
| G通用动力VTI |
| 0.99% | 0.96% | $208.7万 | 5,640股 | $156.5万 | 4,878股 | +762股+15.62% | 加仓 |
 NORTHWEST NATNWN |
| 0.8% | — | $170.2万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 亚马逊AMZN |
| 0.77% | 1.04% | $162.6万 | 6,821股 | $168.3万 | 8,082股 | -1,261股-15.60% | 减仓 |
 特斯拉TSLA |
| 0.74% | 0.93% | $156.0万 | 3,709股 | $150.6万 | 4,050股 | -341股-8.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.92% | $149.6万 | 4,235股 | $149.2万 | 5,201股 | -966股-18.57% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.58% | $107.3万 | 1,526股 | $94.1万 | 1,526股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.49% | 0.63% | $104.4万 | 4,109股 | $101.9万 | 4,168股 | -59股-1.42% | 减仓 |
| IiShares安硕信托IGIB |
| 0.41% | 0.54% | $87.4万 | 1.6万股 | $87.5万 | 1.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.37% | 0.45% | $79.1万 | 2,095股 | $72.5万 | 2,342股 | -247股-10.55% | 减仓 |
 好市多COST |
| 0.35% | 1.1% | $74.4万 | 795股 | $179.2万 | 1,798股 | -1,003股-55.78% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.34% | 0.41% | $71.6万 | 6,892股 | $66.9万 | 6,892股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.31% | 0.31% | $65.4万 | 545股 | $50.1万 | 545股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.29% | 0.45% | $62.3万 | 1,904股 | $72.5万 | 2,466股 | -562股-22.79% | 减仓 |
 科磊KLAC |
| 0.26% | 0.21% | $55.8万 | 1,849股 | $34.0万 | 231股 | +1,618股+700.43% | 加仓 |
 GE航空GE |
| 0.25% | 0.28% | $53.1万 | 1,420股 | $45.0万 | 1,586股 | -166股-10.47% | 减仓 |
 美光科技MU |
| 0.25% | 0.12% | $52.8万 | 457股 | $20.2万 | 598股 | -141股-23.58% | 减仓 |
 应用材料AMAT |
| 0.25% | 0.16% | $52.1万 | 720股 | $25.5万 | 746股 | -26股-3.49% | 减仓 |
 Meta平台META |
| 0.24% | 0.46% | $50.6万 | 898股 | $74.0万 | 1,294股 | -396股-30.60% | 减仓 |
 台积电TSM |
| 0.24% | 0.22% | $50.1万 | 1,050股 | $35.5万 | 1,050股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.22% | 0.41% | $47.5万 | 4,074股 | $65.8万 | 4,500股 | -426股-9.47% | 减仓 |
 VisaV |
| 0.21% | 0.5% | $45.2万 | 1,316股 | $81.8万 | 2,706股 | -1,390股-51.37% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.21% | 0.23% | $44.9万 | 3,398股 | $38.1万 | 3,397股 | +1股+0.03% | 加仓 |
 泛林集团LRCX |
| 0.21% | 0.2% | $44.6万 | 1,029股 | $31.8万 | 1,489股 | -460股-30.89% | 减仓 |
 卡特彼勒CAT |
| 0.21% | 0.3% | $44.4万 | 417股 | $48.1万 | 679股 | -262股-38.59% | 减仓 |
 雷神技术RTX |
| 0.21% | 0.27% | $44.2万 | 2,330股 | $44.4万 | 2,304股 | +26股+1.13% | 加仓 |
| V先锋领航全球基金VGT |
| 0.21% | — | $43.6万 | 3,648股 | $0 | 0股 | +3,648股 | 新买入 |
 沃尔玛WMT |
| 0.19% | 0.34% | $39.2万 | 3,465股 | $55.9万 | 4,500股 | -1,035股-23.00% | 减仓 |
 GE VernovaGEV |
| 0.18% | 0.23% | $38.1万 | 324股 | $38.0万 | 435股 | -111股-25.52% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.18% | 0.23% | $37.7万 | 7,195股 | $37.8万 | 7,195股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.18% | — | $37.1万 | 2,655股 | $0 | 0股 | +2,655股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.28% | $35.8万 | 716股 | $46.2万 | 964股 | -248股-25.73% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.17% | 0.3% | $35.4万 | 696股 | $48.1万 | 705股 | -9股-1.28% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.16% | — | $32.8万 | 1,149股 | $0 | 0股 | +1,149股 | 新买入 |
 AMD超威AMD |
| 0.15% | 0.13% | $32.1万 | 553股 | $21.6万 | 1,064股 | -511股-48.03% | 减仓 |
 埃克森美孚XOM |
| 0.15% | 0.24% | $31.8万 | 2,328股 | $39.3万 | 2,315股 | +13股+0.56% | 加仓 |
 家得宝HD |
| 0.15% | 0.23% | $31.5万 | 893股 | $38.1万 | 1,158股 | -265股-22.88% | 减仓 |
 默沙东MRK |
| 0.15% | 0.15% | $31.3万 | 2,436股 | $23.8万 | 1,977股 | +459股+23.22% | 加仓 |
