| IiShares安硕·MSCI ACWI ETFTOK |
| 15.5% | 15.31% | $1,883.3万 | 12.0万股 | $1,626.0万 | 11.8万股 | +2,466股+2.10% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.37% | 10.02% | $1,260.2万 | 37.2万股 | $1,063.9万 | 36.5万股 | +7,198股+1.97% | 加仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 7.38% | 9.64% | $896.8万 | 22.0万股 | $1,024.0万 | 28.0万股 | -5.9万股-21.21% | 减仓 |
| V先锋领航指数基金VTV |
| 6.7% | 6.68% | $813.6万 | 3.7万股 | $709.5万 | 3.6万股 | +1,170股+3.24% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 6.04% | 5.87% | $733.3万 | 26.5万股 | $623.0万 | 26.1万股 | +4,221股+1.62% | 加仓 |
| S嘉信策略信托SCHD |
| 3.67% | 4.12% | $446.5万 | 14.1万股 | $437.3万 | 14.3万股 | -1,748股-1.23% | 减仓 |
 泛林集团LRCX |
| 2.95% | 1.8% | $357.8万 | 8,257股 | $191.4万 | 8,959股 | -702股-7.84% | 减仓 |
 苹果AAPL |
| 2.78% | 2.7% | $337.3万 | 1.2万股 | $287.2万 | 1.1万股 | +339股+3.00% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 2.77% | 2.22% | $337.0万 | 5.2万股 | $235.5万 | 5.2万股 | +207股+0.40% | 加仓 |
 卡特彼勒CAT |
| 2.61% | 2.02% | $316.7万 | 2,974股 | $214.2万 | 3,023股 | -49股-1.62% | 减仓 |
| IiShares安硕信托EEM |
| 2.43% | 0.01% | $295.1万 | 4.3万股 | $1.2万 | 216股 | +4.3万股+19,871.76% | 加仓 |
 英伟达NVDA |
| 2.34% | 2.41% | $284.3万 | 1.4万股 | $255.5万 | 1.5万股 | -443股-3.02% | 减仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 2.11% | 2.37% | $256.7万 | 5.1万股 | $251.6万 | 5.0万股 | +1,129股+2.27% | 加仓 |
 PALO ALTOPANW |
| 2.08% | 1.05% | $252.1万 | 7,392股 | $111.9万 | 6,977股 | +415股+5.95% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.85% | 2.52% | $224.5万 | 3,007股 | $267.9万 | 4,119股 | -1,112股-27.00% | 减仓 |
 GE VernovaGEV |
| 1.73% | 1.38% | $210.3万 | 1,790股 | $146.4万 | 1,677股 | +113股+6.74% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.69% | 1.69% | $204.9万 | 9,337股 | $179.1万 | 9,339股 | -2股-0.02% | 减仓 |
 礼来LLY |
| 1.68% | 1.36% | $204.7万 | 1,706股 | $144.8万 | 1,574股 | +132股+8.39% | 加仓 |
 博通AVGO |
| 1.58% | 1.43% | $192.3万 | 5,091股 | $152.4万 | 4,923股 | +168股+3.41% | 加仓 |
 亚马逊AMZN |
| 1.57% | 1.57% | $190.4万 | 7,989股 | $167.0万 | 8,019股 | -30股-0.37% | 减仓 |
 微软MSFT |
| 1.41% | 1.5% | $171.1万 | 4,586股 | $159.3万 | 4,303股 | +283股+6.58% | 加仓 |
 摩根大通JPM |
| 1.38% | 1.32% | $167.8万 | 5,126股 | $140.5万 | 4,775股 | +351股+7.35% | 加仓 |
 纽柯钢铁NUE |
| 1.32% | 1.08% | $160.0万 | 7,183股 | $114.8万 | 6,786股 | +397股+5.85% | 加仓 |
| IiShares安硕·COREIJH |
| 1.32% | 1.29% | $159.8万 | 2.1万股 | $137.4万 | 2.0万股 | +380股+1.87% | 加仓 |
 强生JNJ |
| 1.27% | 1.32% | $153.8万 | 6,055股 | $139.9万 | 5,724股 | +331股+5.78% | 加仓 |
 美光科技MU |
| 1.17% | 0.03% | $141.9万 | 1,229股 | $3.7万 | 108股 | +1,121股+1,037.96% | 加仓 |
 美国运通AXP |
| 1.14% | 1.05% | $139.0万 | 4,109股 | $111.3万 | 3,679股 | +430股+11.69% | 加仓 |
 雪佛龙CVX |
| 1.09% | 1.51% | $132.6万 | 8,000股 | $160.1万 | 7,738股 | +262股+3.39% | 加仓 |
 Meta平台META |
| 1.06% | 1.09% | $128.5万 | 2,280股 | $115.4万 | 2,018股 | +262股+12.98% | 加仓 |
 特斯拉TSLA |
| 1.03% | 1.04% | $125.4万 | 2,982股 | $110.1万 | 2,961股 | +21股+0.71% | 加仓 |
 NETFLIXNFLX |
| 0.8% | 1.08% | $97.5万 | 1.4万股 | $114.2万 | 1.2万股 | +1,770股+14.90% | 加仓 |
 百事可乐PEP |
| 0.79% | 1.16% | $96.3万 | 7,112股 | $122.7万 | 7,904股 | -792股-10.02% | 减仓 |
 谷歌AGOOGL |
| 0.73% | 0.66% | $89.2万 | 2,496股 | $70.1万 | 2,437股 | +59股+2.42% | 加仓 |
 高盛GS |
| 0.63% | 0.54% | $76.2万 | 754股 | $57.7万 | 682股 | +72股+10.56% | 加仓 |
| IiShares安硕信托SHYG |
| 0.58% | 0.67% | $70.9万 | 1.7万股 | $71.4万 | 1.7万股 | -158股-0.94% | 减仓 |
| DDirexion股票ETF信托SPUU |
| 0.58% | <0.01% | $70.3万 | 3,260股 | $3,241 | 20股 | +3,240股+16,200.00% | 加仓 |
 洛克希德马丁LMT |
| 0.52% | 0.71% | $63.5万 | 1,246股 | $75.3万 | 1,247股 | -1股-0.08% | 减仓 |
| V先锋领航指数基金VOO |
| 0.36% | <0.01% | $43.7万 | 593股 | $4,800 | 8股 | +585股+7,312.50% | 加仓 |
 标普全球SPGI |
| 0.35% | 0.31% | $42.4万 | 1,040股 | $32.8万 | 771股 | +269股+34.89% | 加仓 |
| IiShares安硕信托AGG |
| 0.32% | 0.39% | $38.8万 | 3,915股 | $41.4万 | 4,169股 | -254股-6.09% | 减仓 |
 思科CSCO |
| 0.32% | 0.25% | $38.6万 | 3,290股 | $26.1万 | 3,363股 | -73股-2.17% | 减仓 |
| S嘉信·USSCHX |
| 0.29% | 0.37% | $35.3万 | 1.2万股 | $39.4万 | 1.5万股 | -3,349股-21.81% | 减仓 |
 VertivVRT |
| 0.28% | <0.01% | $33.7万 | 1,006股 | $3,759 | 15股 | +991股+6,606.67% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.26% | 0.22% | $31.8万 | 1,260股 | $22.9万 | 1,260股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.24% | $27.1万 | 542股 | $25.9万 | 541股 | +1股+0.18% | 加仓 |
| IiShares安硕信托IVV |
| 0.22% | 0.22% | $26.6万 | 355股 | $23.2万 | 355股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.21% | 0.19% | $25.0万 | 6,768股 | $19.9万 | 6,418股 | +350股+5.45% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.19% | 0.11% | $23.6万 | 9,640股 | $11.4万 | 8,861股 | +779股+8.79% | 加仓 |
 沃尔玛WMT |
| 0.17% | 0.21% | $20.6万 | 1,820股 | $22.6万 | 1,817股 | +3股+0.17% | 加仓 |
 ShopifySHOP |
| 0.17% | 0.2% | $20.2万 | 1,773股 | $21.0万 | 1,773股 | 00.00% | 持仓不变 |
