| V先锋领航指数基金VOO |
| 46.36% | 47.85% | $6.93亿 | 100.9万股 | $5.49亿 | 91.8万股 | +9.1万股+9.86% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 19.56% | 24.41% | $2.92亿 | 58.4万股 | $2.80亿 | 58.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 10.5% | 11.93% | $1.57亿 | 203.5万股 | $1.37亿 | 202.6万股 | +9,067股+0.45% | 加仓 |
| IiShares安硕·COREIJR |
| 6.25% | 6.8% | $9,348.1万 | 63.0万股 | $7,796.8万 | 62.8万股 | +2,657股+0.42% | 加仓 |
| I景顺QQQ信托VOO |
| 5.62% | 5.74% | $8,404.1万 | 11.4万股 | $6,579.9万 | 11.4万股 | +124股+0.11% | 加仓 |
| G通用动力VTI |
| 4.68% | — | $6,990.3万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
| IiShares安硕信托IXUS |
| 2.63% | — | $3,936.1万 | 41.2万股 | $0 | 0股 | +41.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 2.51% | 3.13% | $3,744.3万 | 50股 | $3,590.7万 | 50股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 1.77% | — | $2,646.4万 | 31.9万股 | $0 | 0股 | +31.9万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.06% | 0.07% | $84.0万 | 2.0万股 | $79.3万 | 2.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.02% | 0.02% | $29.4万 | 1,471股 | $26.3万 | 1,506股 | -35股-2.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.02% | — | $23.7万 | 670股 | $0 | 0股 | +670股 | 新买入 |
 苹果AAPL |
| 0.01% | 0.02% | $21.8万 | 752股 | $23.4万 | 923股 | -171股-18.53% | 减仓 |
| PPIMCO太平洋投资管理ETFCMDT |
| 0.01% | 0.02% | $21.4万 | 6,993股 | $22.6万 | 6,993股 | 00.00% | 持仓不变 |
