| IiShares安硕信托EEM |
| 15.96% | 13.33% | $2,438.0万 | 35.6万股 | $1,662.5万 | 29.3万股 | +6.4万股+21.74% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 13.73% | 16.12% | $2,096.8万 | 28股 | $2,010.8万 | 28股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 8.22% | 8.41% | $1,256.2万 | 1.7万股 | $1,049.1万 | 1.6万股 | +714股+4.45% | 加仓 |
 英伟达NVDA |
| 4.39% | 4.46% | $670.4万 | 3.4万股 | $555.7万 | 3.2万股 | +1,643股+5.16% | 加仓 |
 苹果AAPL |
| 4.3% | 4.61% | $656.2万 | 2.3万股 | $574.4万 | 2.3万股 | +48股+0.21% | 加仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 4.06% | 4.53% | $620.4万 | 37.1万股 | $564.4万 | 33.0万股 | +4.2万股+12.61% | 加仓 |
 好市多COST |
| 3.19% | 4.11% | $487.1万 | 5,207股 | $513.1万 | 5,149股 | +58股+1.13% | 加仓 |
| NNATIONAL STORAGE AFFILIATESNSA* |
| 2.83% | — | $432.8万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 2.67% | 2.87% | $408.4万 | 9.2万股 | $357.7万 | 9.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.65% | 2.56% | $405.1万 | 3.7万股 | $318.9万 | 3.3万股 | +3,915股+11.94% | 加仓 |
| RRUNWAY GROWTH FINANCERWAY |
| 2.63% | 4.27% | $401.5万 | 71.6万股 | $533.0万 | 77.6万股 | -6.0万股-7.75% | 减仓 |
 亚马逊AMZN |
| 1.99% | 1.82% | $304.5万 | 1.3万股 | $226.9万 | 1.1万股 | +1,882股+17.27% | 加仓 |
 微软MSFT |
| 1.97% | 2.37% | $300.5万 | 8,056股 | $295.9万 | 7,993股 | +63股+0.79% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.68% | 1.78% | $256.0万 | 3.1万股 | $221.6万 | 3.1万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.62% | 1.26% | $247.4万 | 5,709股 | $157.6万 | 7,378股 | -1,669股-22.62% | 减仓 |
 美光科技MU |
| 1.58% | 0.69% | $240.9万 | 2,087股 | $86.4万 | 2,556股 | -469股-18.35% | 减仓 |
 Meta平台META |
| 1.39% | 0.97% | $211.6万 | 3,757股 | $121.0万 | 2,114股 | +1,643股+77.72% | 加仓 |
 应用材料AMAT |
| 1.34% | 0.77% | $204.0万 | 2,822股 | $96.5万 | 2,823股 | -1股-0.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.25% | 1.27% | $191.2万 | 2,561股 | $158.5万 | 2,437股 | +124股+5.09% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.13% | 1.11% | $173.2万 | 4,397股 | $138.0万 | 4,397股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.05% | 1.16% | $160.6万 | 4,340股 | $144.5万 | 4,503股 | -163股-3.62% | 减仓 |
 谷歌AGOOGL |
| 1.03% | 1.02% | $157.3万 | 4,401股 | $127.0万 | 4,417股 | -16股-0.36% | 减仓 |
 礼来LLY |
| 0.94% | 0.88% | $143.3万 | 1,195股 | $110.0万 | 1,196股 | -1股-0.08% | 减仓 |
 AMD超威AMD |
| 0.86% | 0.34% | $130.9万 | 2,253股 | $41.8万 | 2,054股 | +199股+9.69% | 加仓 |
| V先锋领航指数基金VOO |
| 0.85% | 0.9% | $129.9万 | 1,891股 | $112.8万 | 1,887股 | +4股+0.21% | 加仓 |
 特斯拉TSLA |
| 0.85% | 0.83% | $129.3万 | 3,075股 | $103.9万 | 2,796股 | +279股+9.98% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.86% | $115.2万 | 2,303股 | $107.3万 | 2,239股 | +64股+2.86% | 加仓 |
| IiShares安硕信托IXN |
| 0.69% | 0.59% | $105.3万 | 7,286股 | $73.5万 | 7,352股 | -66股-0.90% | 减仓 |
| IiShares安硕信托DGRO |
| 0.65% | 0.73% | $98.5万 | 1.3万股 | $91.2万 | 1.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.64% | 0.8% | $97.9万 | 2,591股 | $99.2万 | 3,205股 | -614股-19.16% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.71% | $88.6万 | 2,509股 | $88.2万 | 3,074股 | -565股-18.38% | 减仓 |
 强生JNJ |
| 0.58% | 0.68% | $87.9万 | 3,460股 | $84.7万 | 3,467股 | -7股-0.20% | 减仓 |
 摩根大通JPM |
| 0.57% | 0.65% | $87.3万 | 2,668股 | $81.1万 | 2,758股 | -90股-3.26% | 减仓 |
 艾伯维ABBV |
| 0.54% | 0.61% | $82.0万 | 3,258股 | $76.6万 | 3,520股 | -262股-7.44% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.41% | 0.43% | $62.2万 | 5,012股 | $53.4万 | 1,253股 | +3,759股+300.00% | 加仓 |
| BBANK OF AMERBAC |
| 0.38% | 0.4% | $58.4万 | 1.0万股 | $49.9万 | 1.0万股 | +3股+0.03% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.37% | 0.37% | $57.0万 | 3,189股 | $46.1万 | 3,189股 | 00.00% | 持仓不变 |
 PULTEPHM |
| 0.37% | 0.39% | $56.2万 | 4,096股 | $48.3万 | 4,106股 | -10股-0.24% | 减仓 |
| IiShares安硕信托IJK |
| 0.35% | 0.39% | $53.8万 | 4,578股 | $48.7万 | 4,838股 | -260股-5.37% | 减仓 |
 台积电TSM |
| 0.35% | 0.3% | $52.9万 | 1,108股 | $37.0万 | 1,094股 | +14股+1.28% | 加仓 |
| IiShares安硕信托IEFA |
| 0.34% | — | $52.6万 | 5,448股 | $0 | 0股 | +5,448股 | 新买入 |
| IiShares安硕信托IVW |
| 0.34% | 0.31% | $52.1万 | 3,786股 | $38.8万 | 3,426股 | +360股+10.51% | 加仓 |
 沃尔玛WMT |
| 0.33% | 0.45% | $50.3万 | 4,443股 | $55.8万 | 4,489股 | -46股-1.02% | 减仓 |
| IiShares安硕IEMG |
| 0.32% | 0.26% | $49.1万 | 5,923股 | $32.5万 | 4,657股 | +1,266股+27.18% | 加仓 |
 HCA医疗HCA |
| 0.3% | 0.45% | $46.1万 | 1,182股 | $55.8万 | 1,180股 | +2股+0.17% | 加仓 |
 GE航空GE |
| 0.3% | 0.25% | $46.1万 | 1,233股 | $31.6万 | 1,113股 | +120股+10.78% | 加仓 |
 思科CSCO |
| 0.3% | 0.26% | $45.6万 | 3,883股 | $32.2万 | 4,156股 | -273股-6.57% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.3% | 0.33% | $45.6万 | 5,329股 | $41.1万 | 5,329股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.3% | 0.24% | $45.3万 | 385股 | $30.5万 | 349股 | +36股+10.32% | 加仓 |
 家得宝HD |
| 0.29% | 0.37% | $44.9万 | 1,273股 | $46.6万 | 1,416股 | -143股-10.10% | 减仓 |
