| V先锋领航斯科茨代尔基金VGIT |
| 15.81% | 17.13% | $3,367.8万 | 57.1万股 | $3,492.6万 | 58.6万股 | -1.5万股-2.64% | 减仓 |
| IiShares安硕信托IGIB |
| 12.01% | 12.17% | $2,559.4万 | 48.1万股 | $2,481.5万 | 46.6万股 | +1.5万股+3.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.36% | 6.16% | $1,354.8万 | 19.0万股 | $1,257.2万 | 19.6万股 | -6,052股-3.08% | 减仓 |
| IiShares安硕IEMG |
| 5.03% | 4.68% | $1,072.0万 | 12.9万股 | $955.1万 | 13.7万股 | -7,521股-5.49% | 减仓 |
| V先锋领航指数基金VOO |
| 3.96% | 3.43% | $844.6万 | 1.2万股 | $699.7万 | 1.2万股 | +588股+5.02% | 加仓 |
| IiShares安硕·COREIJH |
| 3.9% | 3.68% | $831.6万 | 10.8万股 | $750.9万 | 11.1万股 | -3,348股-3.01% | 减仓 |
| IiShares安硕·COREIJR |
| 3.62% | 3.25% | $770.8万 | 5.2万股 | $662.3万 | 5.3万股 | -1,309股-2.46% | 减仓 |
| IiShares安硕信托TLT |
| 3.52% | 3.56% | $750.3万 | 8.7万股 | $725.6万 | 8.4万股 | +3,122股+3.73% | 加仓 |
| IiShares安硕信托USMV |
| 3.19% | 3.29% | $680.3万 | 7.1万股 | $670.7万 | 7.2万股 | -1,796股-2.48% | 减仓 |
| S嘉信策略信托SCHM |
| 2.52% | 2.37% | $536.8万 | 14.6万股 | $483.3万 | 15.6万股 | -1.1万股-6.74% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 1.62% | 1.48% | $345.7万 | 4.7万股 | $302.6万 | 4.8万股 | -575股-1.20% | 减仓 |
 苹果AAPL |
| 1.57% | 1.63% | $334.7万 | 1.2万股 | $331.7万 | 1.3万股 | -1,502股-11.49% | 减仓 |
 谷歌AGOOGL |
| 1.54% | 1.49% | $328.8万 | 9,200股 | $303.5万 | 1.1万股 | -1,353股-12.82% | 减仓 |
 亚马逊AMZN |
| 1.54% | 1.46% | $327.2万 | 1.4万股 | $297.7万 | 1.4万股 | -566股-3.96% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.49% | 1.31% | $318.3万 | 9.4万股 | $268.2万 | 9.2万股 | +1,986股+2.16% | 加仓 |
 微软MSFT |
| 1.38% | 1.29% | $293.8万 | 7,876股 | $263.1万 | 7,107股 | +769股+10.82% | 加仓 |
 摩根大通JPM |
| 1.25% | 1.28% | $267.0万 | 8,157股 | $260.3万 | 8,850股 | -693股-7.83% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.11% | 1.24% | $235.7万 | 4,477股 | $253.6万 | 4,514股 | -37股-0.82% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.04% | 1.07% | $221.0万 | 3.8万股 | $218.3万 | 3.7万股 | +675股+1.81% | 加仓 |
 英伟达NVDA |
| 1% | 0.94% | $212.1万 | 1.1万股 | $192.2万 | 1.1万股 | -422股-3.83% | 减仓 |
| IIBMIBM |
| 0.97% | 0.88% | $206.7万 | 7,352股 | $179.9万 | 7,423股 | -71股-0.96% | 减仓 |
| G通用动力VTI |
| 0.96% | 0.89% | $205.5万 | 5,553股 | $181.2万 | 5,647股 | -94股-1.66% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.94% | 0.92% | $201.3万 | 2.0万股 | $187.1万 | 2.0万股 | +7股+0.04% | 加仓 |
 Meta平台META |
| 0.84% | 0.91% | $178.7万 | 3,173股 | $185.9万 | 3,249股 | -76股-2.34% | 减仓 |
| S嘉信·USSCHX |
| 0.81% | 0.84% | $172.6万 | 5.9万股 | $170.7万 | 6.7万股 | -7,897股-11.86% | 减仓 |
| IiShares安硕信托IBDU |
| 0.81% | 0.82% | $171.7万 | 7.4万股 | $167.0万 | 7.2万股 | +2,008股+2.78% | 加仓 |
 沃尔玛WMT |
| 0.8% | 1.01% | $170.9万 | 1.5万股 | $205.4万 | 1.7万股 | -1,439股-8.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.79% | 0.87% | $168.6万 | 3,369股 | $176.7万 | 3,687股 | -318股-8.62% | 减仓 |
 CrowdStrikeCRWD |
| 0.65% | — | $139.0万 | 1,821股 | $0 | 0股 | +1,821股 | 新买入 |
 飞塔FTNT |
| 0.59% | 0.64% | $125.4万 | 8,161股 | $129.7万 | 1.6万股 | -7,709股-48.58% | 减仓 |
 PALO ALTOPANW |
| 0.58% | 0.01% | $123.1万 | 3,611股 | $2.8万 | 174股 | +3,437股+1,975.29% | 加仓 |
 埃克森美孚XOM |
| 0.57% | 0.8% | $121.2万 | 8,861股 | $162.7万 | 9,588股 | -727股-7.58% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.56% | 0.67% | $119.4万 | 7,526股 | $137.0万 | 9,343股 | -1,817股-19.45% | 减仓 |
 RobinhoodHOOD |
| 0.55% | — | $117.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| C花旗集团C |
| 0.52% | 0.89% | $111.6万 | 7,975股 | $180.8万 | 1.6万股 | -7,968股-49.98% | 减仓 |
| IiShares安硕信托SUSB |
| 0.51% | 0.51% | $109.1万 | 4.4万股 | $104.7万 | 4.2万股 | +1,890股+4.53% | 加仓 |
 iShares安硕信托FITB |
| 0.51% | 0.46% | $108.1万 | 2.1万股 | $94.2万 | 2.1万股 | -31股-0.15% | 减仓 |
 优步UBER |
| 0.46% | 0.47% | $98.4万 | 1.4万股 | $95.3万 | 1.3万股 | +380股+2.87% | 加仓 |
 百事可乐PEP |
| 0.43% | 0.7% | $92.3万 | 6,816股 | $143.3万 | 9,231股 | -2,415股-26.16% | 减仓 |
 强生JNJ |
| 0.43% | 0.59% | $91.1万 | 3,586股 | $120.7万 | 4,939股 | -1,353股-27.39% | 减仓 |
 迪士尼DIS |
| 0.43% | 0.45% | $91.0万 | 9,451股 | $92.0万 | 9,544股 | -93股-0.97% | 减仓 |
| IiShares安硕ESGE |
| 0.43% | 0.39% | $90.6万 | 1.7万股 | $78.6万 | 1.7万股 | -719股-4.16% | 减仓 |
 英特尔INTC |
| 0.42% | 0.14% | $90.2万 | 6,462股 | $28.5万 | 6,462股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.39% | 0.44% | $82.4万 | 3,695股 | $89.2万 | 3,884股 | -189股-4.87% | 减仓 |
 赛富时CRM |
| 0.38% | 0.54% | $81.0万 | 5,170股 | $109.4万 | 5,861股 | -691股-11.79% | 减仓 |
 直觉外科ISRG |
| 0.37% | 0.38% | $79.7万 | 2,003股 | $77.2万 | 1,674股 | +329股+19.65% | 加仓 |
 康菲石油COP |
| 0.37% | 0.51% | $78.6万 | 7,556股 | $104.0万 | 7,876股 | -320股-4.06% | 减仓 |
 IQVIAIQV |
| 0.34% | 0.34% | $73.2万 | 3,787股 | $68.7万 | 4,028股 | -241股-5.98% | 减仓 |
 洛克希德马丁LMT |
| 0.34% | 0.47% | $71.7万 | 1,408股 | $95.2万 | 1,576股 | -168股-10.66% | 减仓 |
 ServiceNowNOW |
| 0.32% | — | $68.8万 | 6,927股 | $0 | 0股 | +6,927股 | 新买入 |
