| IiShares安硕信托IVV |
| 11.42% | 11.23% | $1,491.7万 | 2.0万股 | $1,309.0万 | 2.0万股 | -113股-0.56% | 减仓 |
| IiShares安硕信托IVW |
| 9.43% | 8.77% | $1,231.6万 | 9.1万股 | $1,022.4万 | 9.0万股 | +151股+0.17% | 加仓 |
| IiShares安硕·COREIJH |
| 6.65% | 6.76% | $868.8万 | 11.3万股 | $787.9万 | 11.7万股 | -3,852股-3.30% | 减仓 |
| IiShares安硕信托HDV |
| 6.38% | 7.08% | $834.2万 | 30.4万股 | $824.9万 | 6.1万股 | +24.4万股+400.73% | 加仓 |
| IiShares安硕信托DVY |
| 3.32% | 3.53% | $433.9万 | 2.8万股 | $411.9万 | 2.7万股 | +554股+2.04% | 加仓 |
| IiShares安硕信托AGG |
| 2.99% | 3.29% | $390.6万 | 3.9万股 | $383.1万 | 3.9万股 | +874股+2.26% | 加仓 |
| IiShares安硕·COREIJR |
| 2.98% | 2.78% | $389.1万 | 2.6万股 | $323.4万 | 2.6万股 | +219股+0.84% | 加仓 |
| IiShares安硕信托ITOT |
| 2.72% | 2.7% | $355.9万 | 2.2万股 | $314.7万 | 2.2万股 | -432股-1.96% | 减仓 |
| IiShares安硕信托STIP |
| 1.96% | 2.25% | $256.5万 | 2.5万股 | $261.8万 | 2.5万股 | -202股-0.80% | 减仓 |
 英伟达NVDA |
| 1.55% | 1.51% | $202.2万 | 1.0万股 | $176.2万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 1.39% | 1.35% | $181.1万 | 1.5万股 | $157.1万 | 1.6万股 | -198股-1.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.36% | 1.38% | $177.5万 | 3,548股 | $160.6万 | 3,352股 | +196股+5.85% | 加仓 |
| S嘉信·USSCHX |
| 1.23% | 1.17% | $160.1万 | 5.4万股 | $136.3万 | 5.3万股 | +735股+1.38% | 加仓 |
 谷歌AGOOGL |
| 1.22% | 1.17% | $159.0万 | 4,449股 | $136.0万 | 4,729股 | -280股-5.92% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.09% | 0.47% | $142.3万 | 3,297股 | $54.8万 | 3,338股 | -41股-1.23% | 减仓 |
 Arista网络ANET |
| 0.98% | 0.81% | $127.5万 | 7,506股 | $94.5万 | 7,696股 | -190股-2.47% | 减仓 |
 微软MSFT |
| 0.95% | 1.25% | $124.5万 | 3,337股 | $145.3万 | 3,926股 | -589股-15.00% | 减仓 |
| IiShares安硕信托IDV |
| 0.94% | 0.92% | $122.2万 | 3.0万股 | $107.4万 | 2.5万股 | +4,261股+16.88% | 加仓 |
| IiShares安硕信托NYF |
| 0.9% | 1% | $118.0万 | 2.2万股 | $116.2万 | 2.2万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.89% | 0.95% | $115.8万 | 4,560股 | $111.0万 | 4,543股 | +17股+0.37% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.88% | 0.78% | $114.4万 | 1.6万股 | $90.8万 | 1.4万股 | +1,431股+10.10% | 加仓 |
 亚马逊AMZN |
| 0.82% | 0.96% | $107.0万 | 4,489股 | $112.0万 | 5,377股 | -888股-16.51% | 减仓 |
 苹果AAPL |
| 0.71% | 0.7% | $92.3万 | 3,191股 | $81.3万 | 3,205股 | -14股-0.44% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.66% | 0.62% | $86.8万 | 2.6万股 | $72.6万 | 2.5万股 | +750股+3.01% | 加仓 |
| IiShares安硕信托EFG |
| 0.66% | 0.85% | $86.0万 | 6,912股 | $99.2万 | 1.1万股 | -4,076股-37.10% | 减仓 |
| IiShares安硕信托IEFA |
| 0.61% | 0.64% | $80.0万 | 8,285股 | $74.8万 | 8,266股 | +19股+0.23% | 加仓 |
 特斯拉TSLA |
| 0.61% | 0.62% | $79.1万 | 1,880股 | $72.2万 | 1,943股 | -63股-3.24% | 减仓 |
| F富达Covington信托FELG |
| 0.58% | 0.56% | $76.1万 | 1.7万股 | $65.2万 | 1.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.56% | 0.58% | $72.6万 | 2,115股 | $67.5万 | 2,233股 | -118股-5.28% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.55% | 0.44% | $71.9万 | 2,850股 | $50.9万 | 2,806股 | +44股+1.57% | 加仓 |
| IiShares安硕信托DSI |
| 0.54% | 0.52% | $70.5万 | 4,951股 | $60.0万 | 4,955股 | -4股-0.08% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.53% | 0.49% | $69.9万 | 3,911股 | $57.2万 | 3,951股 | -40股-1.01% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.53% | 0.39% | $69.2万 | 8,973股 | $45.4万 | 7,193股 | +1,780股+24.75% | 加仓 |
| IIBMIBM |
| 0.52% | 0.5% | $67.5万 | 2,401股 | $58.1万 | 2,395股 | +6股+0.25% | 加仓 |
 阿斯麦ASML |
| 0.51% | 0.38% | $66.9万 | 336股 | $44.6万 | 338股 | -2股-0.59% | 减仓 |
| IiShares安硕信托LQD |
| 0.49% | 0.53% | $63.8万 | 5,848股 | $62.0万 | 5,689股 | +159股+2.79% | 加仓 |
| IiShares安硕信托ITOT |
| 0.47% | 0.45% | $61.3万 | 3,747股 | $52.4万 | 3,703股 | +44股+1.19% | 加仓 |
| IiShares安硕信托DGRO |
| 0.46% | 0.48% | $60.7万 | 8,011股 | $56.1万 | 8,000股 | +11股+0.14% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.46% | 0.51% | $59.6万 | 1.2万股 | $59.6万 | 1.2万股 | +49股+0.40% | 加仓 |
| IiShares安硕信托IXN |
| 0.44% | 0.34% | $58.1万 | 4,020股 | $40.2万 | 4,020股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.39% | 0.29% | $50.6万 | 475股 | $33.7万 | 475股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.36% | 0.4% | $47.2万 | 4,311股 | $46.6万 | 4,224股 | +87股+2.06% | 加仓 |
 埃克森美孚XOM |
| 0.33% | 0.48% | $43.2万 | 3,159股 | $56.1万 | 3,308股 | -149股-4.50% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.29% | $42.0万 | 1,190股 | $34.1万 | 1,190股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.32% | 0.34% | $41.5万 | 1,266股 | $40.1万 | 1,364股 | -98股-7.18% | 减仓 |
| IiShares安硕信托ICLN |
| 0.3% | 0.3% | $39.2万 | 1.9万股 | $34.9万 | 1.9万股 | +14股+0.07% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.3% | 0.27% | $38.9万 | 1,711股 | $31.5万 | 1,492股 | +219股+14.68% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.29% | 0.27% | $37.8万 | 1,258股 | $31.2万 | 1,258股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IISPHD |
| 0.29% | 0.35% | $37.6万 | 7,400股 | $40.8万 | 8,224股 | -824股-10.02% | 减仓 |
| B贝莱德ETF信托LCTU |
| 0.29% | 0.28% | $37.5万 | 4,675股 | $32.8万 | 4,672股 | +3股+0.06% | 加仓 |
