| IiShares安硕信托IVV |
| 14.36% | 8.91% | $3,964.0万 | 5.3万股 | $2,068.2万 | 3.2万股 | +2.1万股+67.18% | 加仓 |
| B贝莱德ETF信托DYNF |
| 8.75% | 8.36% | $2,415.4万 | 35.5万股 | $1,940.5万 | 33.4万股 | +2.2万股+6.48% | 加仓 |
| IiShares安硕信托IVW |
| 8.48% | 8.45% | $2,342.8万 | 17.0万股 | $1,961.1万 | 17.3万股 | -3,029股-1.75% | 减仓 |
| V先锋领航指数基金VTV |
| 6.11% | 3.77% | $1,687.5万 | 7.7万股 | $875.1万 | 4.5万股 | +3.3万股+73.62% | 加仓 |
| IiShares安硕信托IUSB |
| 5.85% | 3.69% | $1,615.9万 | 35.0万股 | $856.2万 | 18.5万股 | +16.5万股+88.89% | 加仓 |
| IiShares安硕IEMG |
| 4.66% | 6.33% | $1,286.3万 | 15.5万股 | $1,470.0万 | 21.1万股 | -5.5万股-26.32% | 减仓 |
| B贝莱德ETF信托BAI |
| 4.34% | 3.69% | $1,197.6万 | 22.7万股 | $856.1万 | 26.0万股 | -3.3万股-12.57% | 减仓 |
| B贝莱德ETF信托THRO |
| 4.11% | 3.68% | $1,133.6万 | 26.3万股 | $854.0万 | 23.6万股 | +2.7万股+11.53% | 加仓 |
| IiShares安硕信托MTUM |
| 3.46% | 3.26% | $954.8万 | 2.8万股 | $756.2万 | 3.2万股 | -3,661股-11.62% | 减仓 |
| G高盛ETF信托GSEW |
| 3.44% | 3.82% | $949.8万 | 10.1万股 | $887.9万 | 10.5万股 | -4,288股-4.09% | 减仓 |
| IiShares安硕信托ITA |
| 3.01% | 2.72% | $832.1万 | 3.4万股 | $631.7万 | 2.9万股 | +5,448股+18.87% | 加仓 |
| IiShares安硕·S&PIVE |
| 3% | 6.27% | $829.0万 | 3.7万股 | $1,456.0万 | 6.9万股 | -3.2万股-47.05% | 减仓 |
| B贝莱德ETF信托BLCR |
| 2.99% | 0.01% | $824.3万 | 16.4万股 | $1.7万 | 413股 | +16.3万股+39,526.39% | 加仓 |
| IiShares安硕信托EFG |
| 2.9% | 2.82% | $800.0万 | 6.4万股 | $654.5万 | 5.9万股 | +5,524股+9.40% | 加仓 |
| IiShares安硕信托EFV |
| 2.87% | 5.71% | $791.2万 | 10.3万股 | $1,324.5万 | 17.8万股 | -7.5万股-41.99% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.2% | 4.35% | $606.5万 | 2.8万股 | $1,009.8万 | 5.3万股 | -2.5万股-47.50% | 减仓 |
| NNUSHARES ETF TRNCLO |
| 1.26% | — | $349.1万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.15% | 1.11% | $316.9万 | 6.3万股 | $258.2万 | 5.2万股 | +1.1万股+21.38% | 加仓 |
 苹果AAPL |
| 0.74% | 0.76% | $204.3万 | 7,061股 | $176.7万 | 6,964股 | +97股+1.39% | 加仓 |
| IIBMIBM |
| 0.66% | 0.68% | $183.2万 | 6,514股 | $158.2万 | 6,526股 | -12股-0.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.63% | $176.7万 | 5,001股 | $145.3万 | 5,064股 | -63股-1.24% | 减仓 |
 英伟达NVDA |
| 0.64% | 0.62% | $176.0万 | 8,795股 | $144.8万 | 8,304股 | +491股+5.91% | 加仓 |
 iShares安硕·MBSACGL |
| 0.62% | 0.9% | $170.3万 | 1.8万股 | $208.4万 | 2.2万股 | -3,934股-17.92% | 减仓 |
 CompassCOMP |
| 0.57% | 0.41% | $158.1万 | 12.8万股 | $94.8万 | 13.0万股 | -1,498股-1.15% | 减仓 |
| IiShares安硕信托TLH |
| 0.57% | 1.31% | $157.8万 | 1.6万股 | $304.5万 | 3.0万股 | -1.5万股-47.99% | 减仓 |
 亚马逊AMZN |
| 0.55% | 0.57% | $151.1万 | 6,339股 | $132.9万 | 6,383股 | -44股-0.69% | 减仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.42% | 0.28% | $117.0万 | 3.4万股 | $64.8万 | 3.1万股 | +2,560股+8.21% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.35% | 0.37% | $96.1万 | 1.8万股 | $86.6万 | 1.7万股 | +1,693股+10.15% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.34% | 0.35% | $93.0万 | 7,940股 | $82.4万 | 7,083股 | +857股+12.10% | 加仓 |
 谷歌AGOOGL |
| 0.33% | 0.28% | $91.1万 | 2,550股 | $65.4万 | 2,274股 | +276股+12.14% | 加仓 |
 微软MSFT |
| 0.32% | 0.34% | $88.1万 | 2,361股 | $78.6万 | 2,124股 | +237股+11.16% | 加仓 |
 Meta平台META |
| 0.31% | 0.23% | $85.1万 | 1,512股 | $52.7万 | 921股 | +591股+64.17% | 加仓 |
 VisaV |
| 0.29% | 0.29% | $79.0万 | 2,304股 | $68.0万 | 2,250股 | +54股+2.40% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.27% | 0.31% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.24% | $58.0万 | 1,159股 | $56.3万 | 1,174股 | -15股-1.28% | 减仓 |
 REDDIT CL ARDDT |
| 0.2% | 0.18% | $54.2万 | 3,125股 | $42.1万 | 3,125股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.2% | 0.23% | $54.0万 | 1,490股 | $52.2万 | 1,485股 | +5股+0.34% | 加仓 |
 美光科技MU |
| 0.19% | 0.07% | $52.4万 | 454股 | $15.2万 | 450股 | +4股+0.89% | 加仓 |
 家得宝HD |
| 0.17% | 0.19% | $46.8万 | 1,326股 | $45.0万 | 1,369股 | -43股-3.14% | 减仓 |
| V先锋领航指数基金VOO |
| 0.16% | 0.17% | $44.5万 | 648股 | $38.6万 | 646股 | +2股+0.31% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.16% | 0.39% | $43.0万 | 576股 | $89.5万 | 1,376股 | -800股-58.14% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.14% | 0.18% | $38.2万 | 1.0万股 | $40.8万 | 1.2万股 | -1,635股-13.52% | 减仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.14% | 0.19% | $37.7万 | 6,657股 | $43.1万 | 6,657股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.13% | 0.17% | $36.7万 | 1,663股 | $39.9万 | 1,690股 | -27股-1.60% | 减仓 |
 礼来LLY |
| 0.12% | 0.11% | $34.4万 | 287股 | $24.6万 | 268股 | +19股+7.09% | 加仓 |
 博通AVGO |
| 0.12% | 0.1% | $33.5万 | 887股 | $22.8万 | 738股 | +149股+20.19% | 加仓 |
| GGlobal X基金PAVE |
| 0.11% | 0.11% | $30.5万 | 5,170股 | $26.3万 | 5,170股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IITAN |
| 0.11% | 0.12% | $30.2万 | 5,106股 | $28.8万 | 5,166股 | -60股-1.16% | 减仓 |
 伊顿ETN |
| 0.1% | 0.1% | $28.0万 | 658股 | $23.9万 | 667股 | -9股-1.35% | 减仓 |
| IiShares安硕信托IXN |
| 0.1% | 0.08% | $26.4万 | 1,828股 | $18.3万 | 1,828股 | 00.00% | 持仓不变 |
