| AANFIELD UNIVERSAL FIXED INCOME ETFAFIF |
| 6.89% | 6.46% | $5,453.6万 | 579.6万股 | $5,339.4万 | 573.2万股 | +6.4万股+1.11% | 加仓 |
| I景顺·S&PSPHQ |
| 4.22% | 3.89% | $3,343.0万 | 44.5万股 | $3,217.0万 | 42.8万股 | +1.8万股+4.11% | 加仓 |
 苹果AAPL |
| 3.81% | 3.58% | $3,012.4万 | 11.1万股 | $2,954.7万 | 11.6万股 | -5,615股-4.82% | 减仓 |
 微软MSFT |
| 3.43% | 2.74% | $2,718.5万 | 5.6万股 | $2,261.0万 | 6.1万股 | -4,868股-7.97% | 减仓 |
 英伟达NVDA |
| 3.29% | 3.38% | $2,606.3万 | 14.0万股 | $2,791.7万 | 16.0万股 | -2.0万股-12.70% | 减仓 |
 谷歌AGOOGL |
| 2.77% | 2.54% | $2,194.6万 | 7.0万股 | $2,098.3万 | 7.3万股 | -2,853股-3.91% | 减仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 2.38% | 2.72% | $1,883.6万 | 59.9万股 | $2,245.0万 | 62.1万股 | -2.2万股-3.56% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.18% | 1.99% | $1,728.7万 | 2.5万股 | $1,644.4万 | 2.5万股 | +65股+0.26% | 加仓 |
| WWisdomTree·JAPANDXJ |
| 2.14% | 1.92% | $1,695.6万 | 11.8万股 | $1,587.8万 | 10.0万股 | +1.7万股+17.47% | 加仓 |
 VisaV |
| 2.02% | 1.65% | $1,596.6万 | 4.6万股 | $1,367.0万 | 4.5万股 | +295股+0.65% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.91% | 1.74% | $1,509.6万 | 20股 | $1,436.3万 | 20股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.73% | 1.6% | $1,372.8万 | 5.9万股 | $1,321.6万 | 6.3万股 | -3,979股-6.27% | 减仓 |
 摩根大通JPM |
| 1.68% | 1.49% | $1,326.9万 | 4.1万股 | $1,235.1万 | 4.2万股 | -808股-1.92% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 1.34% | 1.23% | $1,063.0万 | 14.2万股 | $1,017.0万 | 13.5万股 | +7,242股+5.38% | 加仓 |
| V先锋领航指数基金VOO |
| 1.29% | 1.06% | $1,021.2万 | 1.6万股 | $877.7万 | 1.5万股 | +1,595股+10.86% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.27% | 1.23% | $1,003.3万 | 12.9万股 | $1,016.7万 | 13.2万股 | -2,915股-2.21% | 减仓 |
| S嘉信·USSCHX |
| 1.23% | 1.14% | $976.6万 | 36.3万股 | $940.0万 | 36.7万股 | -3,726股-1.02% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.21% | 1.09% | $953.9万 | 1.9万股 | $900.9万 | 1.9万股 | +177股+0.94% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.18% | 1.07% | $934.0万 | 9.1万股 | $881.7万 | 8.5万股 | +5,906股+6.92% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.15% | 1.11% | $909.8万 | 12.1万股 | $920.8万 | 11.9万股 | +1,177股+0.99% | 加仓 |
 强生JNJ |
| 1.11% | 1.27% | $881.5万 | 4.3万股 | $1,051.4万 | 4.3万股 | -421股-0.98% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.1% | 1.15% | $873.8万 | 17.5万股 | $946.8万 | 19.0万股 | -1.5万股-8.05% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.03% | 0.9% | $818.1万 | 2.6万股 | $740.5万 | 2.6万股 | +258股+1.00% | 加仓 |
 礼来LLY |
| 0.97% | 0.75% | $766.5万 | 7,132股 | $618.3万 | 6,722股 | +410股+6.10% | 加仓 |
| TTWO RDS SHARED TR |
| 0.94% | 0.85% | $747.1万 | 44.1万股 | $706.2万 | 42.2万股 | +1.9万股+4.40% | 加仓 |
 沃尔玛WMT |
| 0.93% | 0.99% | $736.1万 | 6.6万股 | $817.3万 | 6.6万股 | +314股+0.48% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.93% | 0.88% | $732.8万 | 7.6万股 | $730.7万 | 7.7万股 | -348股-0.45% | 减仓 |
| IiShares安硕信托IVV |
| 0.92% | 1.6% | $730.6万 | 1.1万股 | $1,324.3万 | 2.0万股 | -9,607股-47.39% | 减仓 |
 博通AVGO |
| 0.91% | 1.08% | $720.0万 | 2.1万股 | $890.4万 | 2.9万股 | -7,966股-27.69% | 减仓 |
| S嘉信策略信托SCHM |
| 0.87% | 0.85% | $687.0万 | 22.8万股 | $701.4万 | 22.7万股 | +1,907股+0.84% | 加仓 |
 美国运通AXP |
| 0.82% | 0.58% | $647.7万 | 1.8万股 | $480.0万 | 1.6万股 | +1,640股+10.33% | 加仓 |
| IiShares安硕信托IMTM |
| 0.8% | 0.85% | $634.3万 | 13.2万股 | $704.5万 | 14.7万股 | -1.4万股-9.87% | 减仓 |
 Meta平台META |
| 0.79% | 0.69% | $626.9万 | 9,497股 | $568.9万 | 9,944股 | -447股-4.50% | 减仓 |
| IiShares安硕信托ICSH |
| 0.78% | 0.64% | $617.6万 | 12.2万股 | $527.0万 | 10.4万股 | +1.8万股+17.29% | 加仓 |
| AASTERA LABSALAB |
| 0.75% | 0.16% | $595.9万 | 1.2万股 | $132.3万 | 1.2万股 | +262股+2.17% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.75% | 0.75% | $589.8万 | 3.3万股 | $616.8万 | 3.3万股 | -216股-0.65% | 减仓 |
 万事达MA |
| 0.69% | 0.64% | $547.9万 | 9,597股 | $531.0万 | 1.1万股 | -1,031股-9.70% | 减仓 |
 直觉外科ISRG |
| 0.69% | 0.62% | $543.6万 | 9,599股 | $514.9万 | 1.1万股 | -1,571股-14.06% | 减仓 |
| V先锋领航指数基金VOT |
| 0.67% | 0.6% | $530.4万 | 1.9万股 | $493.9万 | 1.9万股 | -187股-0.97% | 减仓 |
| IiShares安硕信托AGG |
| 0.67% | 0.64% | $528.2万 | 5.3万股 | $525.6万 | 5.3万股 | -56股-0.11% | 减仓 |
 百事可乐PEP |
| 0.66% | 0.67% | $522.6万 | 3.6万股 | $552.2万 | 3.6万股 | +855股+2.40% | 加仓 |
 好市多COST |
| 0.65% | 0.79% | $515.0万 | 5,972股 | $652.6万 | 6,549股 | -577股-8.81% | 减仓 |
| IiShares安硕·COREIJR |
| 0.65% | 0.63% | $512.2万 | 4.3万股 | $518.0万 | 4.2万股 | +955股+2.29% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.65% | 0.52% | $512.0万 | 10.1万股 | $430.4万 | 8.5万股 | +1.6万股+19.02% | 加仓 |
 CENTRAL SECSCET |
| 0.63% | 0.61% | $501.0万 | 9.8万股 | $501.5万 | 9.8万股 | -222股-0.23% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.61% | 0.47% | $482.3万 | 5.3万股 | $384.8万 | 4.2万股 | +1.1万股+25.69% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.55% | 0.47% | $439.1万 | 1.4万股 | $390.4万 | 1.2万股 | +1,153股+9.27% | 加仓 |
 应用材料AMAT |
| 0.52% | 0.37% | $414.9万 | 5,739股 | $302.9万 | 8,862股 | -3,123股-35.24% | 减仓 |
 埃克森美孚XOM |
| 0.49% | 0.68% | $384.9万 | 3.2万股 | $559.3万 | 3.3万股 | -981股-2.98% | 减仓 |
 AMD超威AMD |
| 0.47% | 0.2% | $370.2万 | 6,372股 | $165.9万 | 8,158股 | -1,786股-21.89% | 减仓 |
