| IiShares安硕信托IVV |
| 12.01% | 11.41% | $1,622.9万 | 2.2万股 | $1,397.7万 | 2.1万股 | +274股+1.28% | 加仓 |
| V先锋领航指数基金VOO |
| 9.62% | 8.16% | $1,300.0万 | 1.8万股 | $1,000.0万 | 1.7万股 | +328股+1.89% | 加仓 |
| IiShares安硕信托GARP |
| 6.83% | 5.68% | $922.6万 | 11.2万股 | $696.0万 | 10.9万股 | +2,965股+2.73% | 加仓 |
 台积电TSM |
| 3.53% | 2.82% | $477.1万 | 9,990股 | $345.2万 | 1.0万股 | -224股-2.19% | 减仓 |
 谷歌AGOOGL |
| 2.79% | 2.51% | $376.8万 | 1.1万股 | $307.8万 | 1.1万股 | -157股-1.47% | 减仓 |
| F富达·MERRIMACK STR TRFSYD |
| 2.66% | 3.3% | $360.0万 | 7.6万股 | $404.3万 | 8.6万股 | -9,435股-11.00% | 减仓 |
 苹果AAPL |
| 2.62% | 2.54% | $354.1万 | 1.2万股 | $311.3万 | 1.2万股 | -26股-0.21% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.54% | 2.03% | $343.6万 | 1.4万股 | $248.4万 | 1.4万股 | -71股-0.52% | 减仓 |
| SSPDR行业精选信托XLU |
| 2.51% | 2.72% | $338.8万 | 7.5万股 | $332.6万 | 7.2万股 | +2,239股+3.09% | 加仓 |
 亚马逊AMZN |
| 2.46% | 2.39% | $332.4万 | 1.4万股 | $292.6万 | 1.4万股 | -102股-0.73% | 减仓 |
| I景顺交易所交易基金IIBAB |
| 2.41% | 2.58% | $325.8万 | 12.1万股 | $315.8万 | 11.7万股 | +4,240股+3.62% | 加仓 |
 好市多COST |
| 2.17% | 2.58% | $293.0万 | 3,132股 | $316.3万 | 3,174股 | -42股-1.32% | 减仓 |
| F富兰克林邓普顿ETF信托FLQL |
| 1.81% | 1.76% | $244.0万 | 3.1万股 | $215.0万 | 3.2万股 | -617股-1.94% | 减仓 |
 强生JNJ |
| 1.77% | 1.88% | $238.6万 | 9,394股 | $230.5万 | 9,428股 | -34股-0.36% | 减仓 |
 可口可乐KO |
| 1.75% | 1.8% | $236.4万 | 2.9万股 | $220.5万 | 2.9万股 | +95股+0.33% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.72% | 1.82% | $232.5万 | 4,646股 | $222.5万 | 4,643股 | +3股+0.06% | 加仓 |
 微软MSFT |
| 1.66% | 1.81% | $224.4万 | 6,015股 | $221.9万 | 5,994股 | +21股+0.35% | 加仓 |
 英伟达NVDA |
| 1.56% | 0.92% | $210.4万 | 1.1万股 | $112.4万 | 6,443股 | +4,072股+63.20% | 加仓 |
 高盛GS |
| 1.52% | 1.43% | $205.1万 | 2,028股 | $175.6万 | 2,076股 | -48股-2.31% | 减仓 |
 美国运通AXP |
| 1.5% | 1.48% | $202.0万 | 5,972股 | $180.7万 | 5,975股 | -3股-0.05% | 减仓 |
| IiShares安硕信托EEM |
| 1.38% | 1.26% | $186.0万 | 2.7万股 | $154.6万 | 2.7万股 | -24股-0.09% | 减仓 |
 宝洁PG |
| 1.28% | 1.38% | $172.8万 | 1.2万股 | $168.7万 | 1.2万股 | +105股+0.90% | 加仓 |
 沃尔玛WMT |
| 1.19% | 1.45% | $161.2万 | 1.4万股 | $177.6万 | 1.4万股 | -61股-0.43% | 减仓 |
 特斯拉TSLA |
| 1.17% | 1.15% | $158.7万 | 3,773股 | $140.5万 | 3,779股 | -6股-0.16% | 减仓 |
 iShares安硕·MBSACGL |
| 1.14% | 1.38% | $154.5万 | 1.6万股 | $169.6万 | 1.8万股 | -1,516股-8.49% | 减仓 |
 摩根大通JPM |
| 1.1% | 1.09% | $148.9万 | 4,548股 | $133.7万 | 4,545股 | +3股+0.07% | 加仓 |
 阿里巴巴BABA |
| 1.08% | 1.56% | $146.0万 | 1.5万股 | $191.1万 | 1.5万股 | -28股-0.18% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.05% | 0.84% | $142.0万 | 3.1万股 | $102.7万 | 2.3万股 | +8,700股+38.65% | 加仓 |
| IiShares安硕信托IEUR |
| 1% | 1.02% | $135.4万 | 1.8万股 | $125.1万 | 1.8万股 | +220股+1.24% | 加仓 |
| IISHARES U.S. TELECOMMUNICATIONS ETFIYZ |
| 0.96% | 0.98% | $129.2万 | 3.1万股 | $120.3万 | 3.1万股 | -76股-0.25% | 减仓 |
 Meta平台META |
| 0.95% | 1.07% | $128.4万 | 2,279股 | $130.8万 | 2,285股 | -6股-0.26% | 减仓 |
 博通AVGO |
| 0.94% | — | $127.6万 | 3,379股 | $0 | 0股 | +3,379股 | 新买入 |
 VisaV |
| 0.94% | 0.91% | $127.2万 | 3,708股 | $111.4万 | 3,685股 | +23股+0.62% | 加仓 |
 礼来LLY |
| 0.93% | 0.8% | $125.4万 | 1,046股 | $97.4万 | 1,059股 | -13股-1.23% | 减仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.9% | 0.92% | $121.5万 | 1.8万股 | $112.1万 | 1.8万股 | -52股-0.29% | 减仓 |
 星巴克SBUX |
| 0.9% | 0.86% | $121.4万 | 1.2万股 | $105.7万 | 1.2万股 | +76股+0.64% | 加仓 |
| IISHARES US CONSUMER DISCRETIONARY ETFIYC |
| 0.84% | 0.89% | $113.4万 | 1.1万股 | $109.0万 | 1.1万股 | -31股-0.28% | 减仓 |
| IiShares安硕信托HDV |
| 0.84% | 0.93% | $113.1万 | 4.1万股 | $113.6万 | 8,372股 | +3.3万股+392.68% | 加仓 |
 默沙东MRK |
| 0.83% | 0.85% | $111.5万 | 8,676股 | $104.2万 | 8,660股 | +16股+0.18% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.78% | 0.72% | $105.3万 | 3,504股 | $88.2万 | 3,556股 | -52股-1.46% | 减仓 |
 联合健康UNH |
| 0.75% | 0.54% | $102.0万 | 2,454股 | $65.8万 | 2,430股 | +24股+0.99% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.69% | 0.68% | $93.5万 | 1.2万股 | $83.8万 | 1.2万股 | +38股+0.31% | 加仓 |
 雪佛龙CVX |
| 0.67% | 0.92% | $90.7万 | 5,472股 | $113.0万 | 5,461股 | +11股+0.20% | 加仓 |
| BBANK OF AMERBAC |
| 0.67% | 0.64% | $90.5万 | 1.6万股 | $77.9万 | 1.6万股 | -88股-0.55% | 减仓 |
 NETFLIXNFLX |
| 0.63% | 0.94% | $85.0万 | 1.2万股 | $115.0万 | 1.2万股 | -61股-0.51% | 减仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 0.6% | 0.64% | $80.7万 | 1.1万股 | $77.8万 | 1.1万股 | -2股-0.02% | 减仓 |
 史赛克SYK |
| 0.59% | 0.68% | $79.8万 | 2,535股 | $82.7万 | 2,517股 | +18股+0.72% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.54% | 0.59% | $72.3万 | 4,025股 | $72.8万 | 4,042股 | -17股-0.42% | 减仓 |
| T赛默飞世尔TMO |
| 0.52% | 0.56% | $70.4万 | 1,404股 | $68.6万 | 1,396股 | +8股+0.57% | 加仓 |
| AAT&TT |
| 0.52% | 0.8% | $70.0万 | 3.4万股 | $98.6万 | 3.4万股 | -198股-0.58% | 减仓 |
