| IiShares安硕信托IVV |
| 27.22% | 24.66% | $4,930.8万 | 6.6万股 | $4,334.4万 | 6.6万股 | -514股-0.77% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 9.69% | 13.34% | $1,755.1万 | 34.6万股 | $2,344.3万 | 46.9万股 | -12.2万股-26.12% | 减仓 |
| IiShares安硕信托IDEV |
| 4.96% | 1.78% | $898.1万 | 10.1万股 | $312.7万 | 3.7万股 | +6.3万股+169.65% | 加仓 |
 DANAHER DEL COMDHR |
| 4.63% | 4.81% | $837.9万 | 4.4万股 | $845.1万 | 4.5万股 | -588股-1.32% | 减仓 |
| IiShares安硕信托TLT |
| 2.8% | 8.67% | $507.9万 | 5.9万股 | $1,523.0万 | 17.6万股 | -11.7万股-66.55% | 减仓 |
 英伟达NVDA |
| 2.8% | 2.5% | $507.7万 | 2.5万股 | $440.0万 | 2.5万股 | +144股+0.57% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.38% | 2.1% | $430.7万 | 3.5万股 | $369.8万 | 8,672股 | +2.6万股+300.00% | 加仓 |
| IiShares安硕信托IVW |
| 2.2% | 1.86% | $398.4万 | 2.9万股 | $327.7万 | 2.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 2.09% | 1.89% | $378.8万 | 4.9万股 | $331.7万 | 4.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 1.93% | 1.85% | $350.2万 | 1.5万股 | $325.7万 | 1.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.74% | 1.36% | $314.4万 | 1.1万股 | $239.6万 | 9,442股 | +1,424股+15.08% | 加仓 |
| IiShares安硕信托IWD |
| 1.57% | 1.43% | $284.2万 | 1.2万股 | $250.5万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.5% | 2.16% | $271.8万 | 4.6万股 | $379.1万 | 6.4万股 | -1.8万股-27.61% | 减仓 |
| J摩根大通·BETABUILDERSBBJP |
| 1.46% | 1.38% | $265.3万 | 3.5万股 | $242.9万 | 3.5万股 | -11股-0.03% | 减仓 |
| J摩根大通·BETABUILDERS EUROPE ETFBBEU |
| 1.3% | 1.25% | $235.4万 | 3.0万股 | $219.2万 | 3.0万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPIE |
| 1.15% | 1.19% | $209.0万 | 4.5万股 | $209.1万 | 4.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.15% | 1.26% | $208.4万 | 5,586股 | $221.7万 | 5,989股 | -403股-6.73% | 减仓 |
 谷歌AGOOGL |
| 1.03% | 0.45% | $186.8万 | 5,228股 | $79.2万 | 2,753股 | +2,475股+89.90% | 加仓 |
| IiShares安硕·COREIJR |
| 0.99% | 0.85% | $178.8万 | 1.2万股 | $148.6万 | 1.2万股 | +100股+0.84% | 加仓 |
 亚马逊AMZN |
| 0.95% | 0.75% | $171.3万 | 7,188股 | $132.0万 | 6,340股 | +848股+13.38% | 加仓 |
| IiShares安硕IEMG |
| 0.94% | 0.82% | $170.1万 | 2.1万股 | $143.2万 | 2.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.55% | $161.6万 | 4,575股 | $96.8万 | 3,374股 | +1,201股+35.60% | 加仓 |
| IiShares安硕信托IEI |
| 0.77% | 0.8% | $139.3万 | 1.2万股 | $140.7万 | 1.2万股 | 00.00% | 持仓不变 |
 VERALTO COM SHSVLTO |
| 0.75% | 0.76% | $135.5万 | 1.5万股 | $133.8万 | 1.5万股 | +146股+0.96% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.74% | 0.75% | $133.5万 | 2.8万股 | $131.6万 | 2.8万股 | +501股+1.79% | 加仓 |
| IiShares安硕信托USRT |
| 0.7% | 0.64% | $126.5万 | 1.9万股 | $112.6万 | 1.9万股 | +9股+0.05% | 加仓 |
 科磊KLAC |
| 0.7% | 0.36% | $126.3万 | 4,187股 | $63.6万 | 432股 | +3,755股+869.21% | 加仓 |
 博通AVGO |
| 0.69% | 0.58% | $125.0万 | 3,310股 | $101.9万 | 3,293股 | +17股+0.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.55% | $111.0万 | 1,486股 | $96.6万 | 1,486股 | 00.00% | 持仓不变 |
| JJPMORGAN BETABUILDERS CANADA ETFBBCA |
| 0.61% | 0.6% | $110.5万 | 1.1万股 | $104.7万 | 1.1万股 | -11股-0.10% | 减仓 |
| JJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFBBHY |
| 0.6% | 0.61% | $108.4万 | 2.4万股 | $107.7万 | 2.4万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.52% | 0.42% | $94.5万 | 2,887股 | $74.6万 | 2,536股 | +351股+13.84% | 加仓 |
 Meta平台META |
| 0.52% | 0.48% | $93.8万 | 1,664股 | $83.6万 | 1,460股 | +204股+13.97% | 加仓 |
 好市多COST |
| 0.51% | 0.56% | $91.6万 | 979股 | $98.1万 | 984股 | -5股-0.51% | 减仓 |
 AMD超威AMD |
| 0.5% | 0.15% | $91.2万 | 1,571股 | $25.5万 | 1,254股 | +317股+25.28% | 加仓 |
| G通用动力VTI |
| 0.48% | 0.43% | $86.7万 | 2,343股 | $75.2万 | 2,343股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.46% | 0.33% | $83.8万 | 699股 | $58.8万 | 640股 | +59股+9.22% | 加仓 |
 迈威尔MRVL |
| 0.45% | 0.19% | $82.1万 | 2,755股 | $32.6万 | 3,286股 | -531股-16.16% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.45% | 0.38% | $81.9万 | 1.5万股 | $67.3万 | 1.4万股 | +1,650股+12.11% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.45% | 3.34% | $80.8万 | 1.1万股 | $586.6万 | 9.2万股 | -8.0万股-87.61% | 减仓 |
 美光科技MU |
| 0.44% | — | $79.4万 | 688股 | $0 | 0股 | +688股 | 新买入 |
 泛林集团LRCX |
| 0.43% | 0.22% | $77.5万 | 1,789股 | $38.3万 | 1,793股 | -4股-0.22% | 减仓 |
| V先锋领航·MIDVO |
| 0.4% | 0.37% | $72.5万 | 9,000股 | $64.6万 | 2,250股 | +6,750股+300.00% | 加仓 |
 FORTIVE COMFTV |
| 0.38% | 0.36% | $69.7万 | 1.1万股 | $63.0万 | 1.1万股 | +9股+0.08% | 加仓 |
 强生JNJ |
| 0.36% | 0.34% | $65.5万 | 2,581股 | $59.0万 | 2,415股 | +166股+6.87% | 加仓 |
| JJPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETFBBAX |
| 0.35% | 0.36% | $63.7万 | 1.1万股 | $63.2万 | 1.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.27% | $62.1万 | 1,242股 | $47.3万 | 987股 | +255股+25.84% | 加仓 |
 特斯拉TSLA |
| 0.33% | 0.3% | $59.4万 | 1,413股 | $52.3万 | 1,408股 | +5股+0.36% | 加仓 |
 埃克森美孚XOM |
| 0.32% | 0.4% | $58.8万 | 4,303股 | $69.6万 | 4,103股 | +200股+4.87% | 加仓 |
| IiShares安硕信托REET |
| 0.31% | 0.29% | $55.6万 | 2.0万股 | $50.6万 | 2.0万股 | 00.00% | 持仓不变 |
