| IiShares安硕信托IVV |
| 8.08% | 4.81% | $1,246.9万 | 1.7万股 | $621.9万 | 9,520股 | +7,130股+74.89% | 加仓 |
 礼来LLY |
| 8% | 7.27% | $1,234.2万 | 1.0万股 | $940.0万 | 1.0万股 | +70股+0.68% | 加仓 |
| IiShares安硕信托IVW |
| 3.2% | 3.07% | $492.8万 | 3.6万股 | $397.4万 | 3.5万股 | +703股+2.00% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.13% | 3.13% | $483.3万 | 7.1万股 | $404.5万 | 7.0万股 | +1,533股+2.20% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.68% | 3.53% | $413.9万 | 1.8万股 | $456.1万 | 2.2万股 | -3,372股-15.61% | 减仓 |
 谷歌AGOOGL |
| 2.68% | 2.76% | $413.0万 | 1.2万股 | $356.5万 | 1.2万股 | -841股-6.78% | 减仓 |
 英伟达NVDA |
| 2.24% | 2.26% | $346.2万 | 1.7万股 | $292.4万 | 1.7万股 | +537股+3.20% | 加仓 |
 苹果AAPL |
| 2.13% | 2.15% | $328.0万 | 1.1万股 | $277.8万 | 1.1万股 | +388股+3.54% | 加仓 |
| IiShares安硕IEMG |
| 1.94% | 2.81% | $298.7万 | 3.6万股 | $363.0万 | 5.2万股 | -1.6万股-30.72% | 减仓 |
| IiShares安硕信托AGG |
| 1.86% | 2.29% | $287.0万 | 2.9万股 | $295.6万 | 3.0万股 | -787股-2.64% | 减仓 |
 Meta平台META |
| 1.8% | 2.24% | $278.4万 | 4,943股 | $289.7万 | 5,064股 | -121股-2.39% | 减仓 |
| IiShares安硕信托EFG |
| 1.67% | 1.62% | $256.9万 | 2.1万股 | $209.3万 | 1.9万股 | +1,850股+9.84% | 加仓 |
| IiShares安硕信托IUSB |
| 1.65% | 1.25% | $254.1万 | 5.5万股 | $161.8万 | 3.5万股 | +2.0万股+57.21% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.57% | 1.4% | $241.5万 | 4.6万股 | $180.8万 | 5.5万股 | -9,070股-16.53% | 减仓 |
 Arista网络ANET |
| 1.5% | 1.61% | $230.9万 | 1.4万股 | $208.8万 | 1.7万股 | -3,415股-20.08% | 减仓 |
 微软MSFT |
| 1.44% | 1.59% | $222.6万 | 5,968股 | $205.2万 | 5,544股 | +424股+7.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.38% | 1.36% | $212.1万 | 6,004股 | $176.4万 | 6,149股 | -145股-2.36% | 减仓 |
| IiShares安硕信托MTUM |
| 1.31% | 1.26% | $201.5万 | 5,877股 | $163.1万 | 6,795股 | -918股-13.51% | 减仓 |
 亚马逊AMZN |
| 1.29% | 1.24% | $199.0万 | 8,348股 | $160.2万 | 7,692股 | +656股+8.53% | 加仓 |
| B贝莱德ETF信托BLCR |
| 1.19% | 1.01% | $183.6万 | 3.6万股 | $131.1万 | 3.2万股 | +4,539股+14.22% | 加仓 |
 嘉信理财SCHW |
| 1.17% | 1.16% | $180.2万 | 2.0万股 | $150.2万 | 1.6万股 | +3,547股+22.20% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.09% | — | $168.0万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.09% | 1.16% | $167.4万 | 3,346股 | $150.0万 | 3,130股 | +216股+6.90% | 加仓 |
 摩根大通JPM |
| 1.08% | 1.11% | $166.4万 | 5,084股 | $144.2万 | 4,902股 | +182股+3.71% | 加仓 |
| IiShares安硕信托EFV |
| 1.07% | 2.61% | $165.0万 | 2.2万股 | $337.1万 | 4.5万股 | -2.4万股-52.46% | 减仓 |
| V先锋领航·TOTALBND |
| 0.97% | 0.82% | $150.4万 | 2.0万股 | $105.7万 | 1.4万股 | +6,129股+42.70% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.95% | 1.42% | $146.8万 | 3.4万股 | $184.2万 | 5.1万股 | -1.7万股-33.06% | 减仓 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 0.94% | 1.06% | $144.4万 | 4.5万股 | $137.4万 | 4.2万股 | +3,430股+8.17% | 加仓 |
| KKINSALE CAPKNSL |
| 0.85% | 0.83% | $130.4万 | 3,953股 | $107.0万 | 3,132股 | +821股+26.21% | 加仓 |
 博通AVGO |
| 0.84% | 0.79% | $130.2万 | 3,446股 | $101.6万 | 3,283股 | +163股+4.96% | 加仓 |
 万事达MA |
| 0.84% | 0.94% | $129.5万 | 2,522股 | $121.8万 | 2,437股 | +85股+3.49% | 加仓 |
| G通用动力VTI |
| 0.82% | 0.86% | $126.6万 | 3,422股 | $111.5万 | 3,476股 | -54股-1.55% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.82% | 0.63% | $126.3万 | 3,452股 | $80.9万 | 2,543股 | +909股+35.75% | 加仓 |
 强生JNJ |
| 0.82% | 0.95% | $126.1万 | 4,964股 | $122.4万 | 5,006股 | -42股-0.84% | 减仓 |
 MEDPACEMEDP |
| 0.77% | 0.83% | $118.4万 | 2,235股 | $107.5万 | 2,239股 | -4股-0.18% | 减仓 |
 PROGRESSIVEPGR |
| 0.75% | 0.67% | $116.4万 | 5,327股 | $86.2万 | 4,351股 | +976股+22.43% | 加仓 |
 思科CSCO |
| 0.7% | 0.54% | $108.7万 | 9,253股 | $69.4万 | 8,946股 | +307股+3.43% | 加仓 |
 沃尔玛WMT |
| 0.7% | 0.92% | $107.4万 | 9,486股 | $119.6万 | 9,624股 | -138股-1.43% | 减仓 |
 HEICOHEI |
| 0.68% | 0.67% | $105.6万 | 4,093股 | $86.4万 | 4,093股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.66% | 0.23% | $102.0万 | 884股 | $29.6万 | 876股 | +8股+0.91% | 加仓 |
| WWATSCOWSO |
| 0.63% | 0.66% | $97.2万 | 2,332股 | $84.8万 | 2,332股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.61% | 0.25% | $94.8万 | 1,632股 | $31.8万 | 1,565股 | +67股+4.28% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.61% | 0.73% | $93.7万 | 1.8万股 | $94.1万 | 1.8万股 | -16股-0.09% | 减仓 |
 VisaV |
| 0.6% | 0.54% | $92.8万 | 2,704股 | $70.1万 | 2,319股 | +385股+16.60% | 加仓 |
| AAAONAAON |
| 0.58% | 0.45% | $89.2万 | 7,030股 | $58.2万 | 7,030股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.57% | 0.59% | $88.4万 | 2,101股 | $76.3万 | 2,053股 | +48股+2.34% | 加仓 |
 好市多COST |
| 0.57% | 0.78% | $87.7万 | 938股 | $100.7万 | 1,011股 | -73股-7.22% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.53% | 0.56% | $81.6万 | 4,510股 | $72.7万 | 4,396股 | +114股+2.59% | 加仓 |
| IiShares安硕信托SHV |
| 0.52% | 0.62% | $80.8万 | 7,325股 | $80.1万 | 7,254股 | +71股+0.98% | 加仓 |
 科磊KLAC |
| 0.51% | 0.3% | $78.9万 | 2,615股 | $38.4万 | 261股 | +2,354股+901.92% | 加仓 |
