| IiShares安硕信托IVV |
| 25.17% | 24.3% | $4,693.3万 | 6.3万股 | $3,783.7万 | 5.8万股 | +4,745股+8.19% | 加仓 |
| IiShares安硕信托DGRO |
| 15.82% | 17.13% | $2,950.5万 | 38.9万股 | $2,667.4万 | 38.0万股 | +9,227股+2.43% | 加仓 |
| IiShares安硕信托HDV |
| 8.38% | 9.59% | $1,562.5万 | 57.0万股 | $1,493.6万 | 11.0万股 | +46.0万股+417.98% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.67% | 5.37% | $1,243.9万 | 5.3万股 | $835.6万 | 3.9万股 | +1.4万股+35.29% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.06% | 5.93% | $1,130.3万 | 7.2万股 | $922.6万 | 6.2万股 | +9,230股+14.82% | 加仓 |
| IiShares安硕·S&PIVE |
| 4.36% | 4.91% | $813.9万 | 3.6万股 | $764.4万 | 3.6万股 | -357股-0.99% | 减仓 |
| IiShares安硕信托IVW |
| 3.32% | 2.54% | $619.9万 | 4.5万股 | $395.1万 | 3.5万股 | +1.0万股+29.05% | 加仓 |
| IiShares安硕·COREIJR |
| 3.06% | 2.98% | $571.4万 | 3.9万股 | $464.7万 | 3.7万股 | +1,144股+3.06% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.04% | 3.16% | $567.7万 | 4.6万股 | $491.7万 | 1.2万股 | +3.4万股+296.46% | 加仓 |
| V先锋领航指数基金VOO |
| 2.99% | 2.48% | $558.1万 | 7,579股 | $385.6万 | 6,681股 | +898股+13.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.53% | 2.82% | $471.3万 | 9,418股 | $439.3万 | 9,168股 | +250股+2.73% | 加仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 2.21% | 2.11% | $412.2万 | 2.5万股 | $329.2万 | 2.2万股 | +2,425股+10.87% | 加仓 |
| G通用动力VTI |
| 1.77% | 1.83% | $329.4万 | 8,902股 | $285.5万 | 8,899股 | +3股+0.03% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.73% | 1.83% | $322.6万 | 8,817股 | $285.2万 | 8,967股 | -150股-1.67% | 减仓 |
| IiShares安硕·COREIJH |
| 1.65% | 1.84% | $308.5万 | 4.0万股 | $287.0万 | 4.2万股 | -2,495股-5.87% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.58% | 1.6% | $294.3万 | 4.1万股 | $248.8万 | 3.9万股 | +2,479股+6.39% | 加仓 |
 苹果AAPL |
| 1.46% | 1.55% | $271.3万 | 9,377股 | $240.7万 | 9,482股 | -105股-1.11% | 减仓 |
 第一资本COF |
| 0.78% | 0.88% | $145.8万 | 7,265股 | $137.2万 | 7,520股 | -255股-3.39% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.77% | 0.77% | $143.8万 | 1.6万股 | $120.2万 | 3,271股 | +1.3万股+400.00% | 加仓 |
 万事达MA |
| 0.7% | 0.49% | $130.5万 | 2,540股 | $76.9万 | 1,540股 | +1,000股+64.94% | 加仓 |
 GE VernovaGEV |
| 0.61% | 0.54% | $113.6万 | 967股 | $84.4万 | 967股 | 00.00% | 持仓不变 |
 VisaV |
| 0.58% | 0.61% | $107.2万 | 3,125股 | $95.5万 | 3,159股 | -34股-1.08% | 减仓 |
| IiShares安硕信托AOR |
| 0.48% | 0.54% | $90.4万 | 1.3万股 | $83.7万 | 1.3万股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 0.36% | 0.46% | $67.9万 | 1,634股 | $70.9万 | 1,634股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.35% | 0.36% | $66.1万 | 9,660股 | $55.3万 | 9,735股 | -75股-0.77% | 减仓 |
| IINVESCO T DYNMC SEMICNDTPSI |
| 0.3% | 0.18% | $56.3万 | 3,000股 | $28.3万 | 3,000股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.3% | 0.33% | $55.2万 | 5,317股 | $51.6万 | 5,317股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.29% | 0.23% | $53.2万 | 500股 | $35.4万 | 500股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICF |
| 0.28% | 0.3% | $52.2万 | 7,716股 | $46.9万 | 7,576股 | +140股+1.85% | 加仓 |
 GE航空GE |
| 0.23% | 0.21% | $42.4万 | 1,133股 | $32.2万 | 1,133股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.22% | 0.15% | $40.5万 | 1,604股 | $23.3万 | 1,284股 | +320股+24.92% | 加仓 |
 英伟达NVDA |
| 0.2% | 0.23% | $37.2万 | 1,857股 | $36.4万 | 2,090股 | -233股-11.15% | 减仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.18% | 0.24% | $34.3万 | 6,060股 | $36.9万 | 5,700股 | +360股+6.32% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.18% | 0.19% | $33.9万 | 4,053股 | $30.3万 | 4,034股 | +19股+0.47% | 加仓 |
 亚马逊AMZN |
| 0.16% | 0.17% | $30.2万 | 1,265股 | $26.3万 | 1,265股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.16% | 0.16% | $29.3万 | 820股 | $24.6万 | 855股 | -35股-4.09% | 减仓 |
| IiShares安硕信托EFV |
| 0.16% | 0.18% | $29.2万 | 3,816股 | $28.1万 | 3,778股 | +38股+1.01% | 加仓 |
 强生JNJ |
| 0.15% | — | $28.1万 | 1,108股 | $0 | 0股 | +1,108股 | 新买入 |
| V先锋领航指数基金VXF |
| 0.15% | 0.15% | $28.0万 | 1,136股 | $23.3万 | 1,133股 | +3股+0.26% | 加仓 |
 博通AVGO |
| 0.15% | 0.15% | $27.7万 | 734股 | $23.4万 | 757股 | -23股-3.04% | 减仓 |
| IiShares安硕信托AGG |
| 0.14% | 0.16% | $26.9万 | 2,719股 | $24.3万 | 2,449股 | +270股+11.02% | 加仓 |
| IiShares安硕信托IWD |
| 0.12% | 0.13% | $23.0万 | 947股 | $20.2万 | 947股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.11% | 0.14% | $21.2万 | 567股 | $22.5万 | 607股 | -40股-6.59% | 减仓 |
| JJETBLUE AIRWAYSJBLU |
| 0.03% | 0.03% | $6.3万 | 1.1万股 | $4.9万 | 1.1万股 | 00.00% | 持仓不变 |
 AQUESTIVE THERAPEUTICSAQST |
| 0.03% | 0.03% | $5.0万 | 1.2万股 | $5.0万 | 1.2万股 | 00.00% | 持仓不变 |
