| IiShares安硕信托IVV |
| 9.88% | 7.76% | $1,070.2万 | 1.4万股 | $747.9万 | 1.1万股 | +2,842股+24.82% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 8.21% | 8.99% | $889.5万 | 38.5万股 | $866.6万 | 37.3万股 | +1.1万股+3.04% | 加仓 |
| G通用动力VTI |
| 6.44% | 6.42% | $697.5万 | 1.9万股 | $618.7万 | 1.9万股 | -436股-2.26% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 5.22% | 5.1% | $565.4万 | 19.5万股 | $491.3万 | 19.6万股 | -510股-0.26% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 4.22% | 4.6% | $456.7万 | 9.8万股 | $442.9万 | 9.4万股 | +3,227股+3.42% | 加仓 |
| S嘉信策略信托SCHF |
| 3.15% | 1.86% | $341.2万 | 12.3万股 | $178.9万 | 7.2万股 | +5.1万股+70.44% | 加仓 |
| IiShares安硕信托IVW |
| 2.96% | 3.4% | $321.1万 | 2.3万股 | $327.6万 | 2.9万股 | -5,620股-19.40% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.39% | 2.32% | $259.3万 | 3.0万股 | $223.7万 | 2.9万股 | +1,320股+4.55% | 加仓 |
| IiShares安硕IEMG |
| 2.11% | 2.05% | $228.1万 | 2.8万股 | $197.9万 | 2.8万股 | -840股-2.96% | 减仓 |
| IiShares安硕信托EFG |
| 1.95% | 1.18% | $210.9万 | 1.7万股 | $113.6万 | 1.0万股 | +6,747股+66.12% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.9% | 0.95% | $205.7万 | 4,767股 | $91.9万 | 5,600股 | -833股-14.88% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.89% | 2.64% | $204.6万 | 9,012股 | $254.2万 | 1.2万股 | -3,026股-25.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.81% | 1.8% | $196.1万 | 2,626股 | $173.4万 | 2,666股 | -40股-1.50% | 减仓 |
 苹果AAPL |
| 1.67% | 1.67% | $181.2万 | 6,263股 | $161.1万 | 6,349股 | -86股-1.35% | 减仓 |
 英伟达NVDA |
| 1.64% | 1.61% | $177.7万 | 8,882股 | $155.3万 | 8,904股 | -22股-0.25% | 减仓 |
 美光科技MU |
| 1.61% | 0.53% | $174.0万 | 1,507股 | $50.9万 | 1,508股 | -1股-0.07% | 减仓 |
| IiShares安硕信托GJS |
| 1.51% | 0.63% | $163.5万 | 7.2万股 | $61.1万 | 2.7万股 | +4.5万股+169.36% | 加仓 |
 亚马逊AMZN |
| 1.5% | 1.5% | $162.5万 | 6,816股 | $144.4万 | 6,935股 | -119股-1.72% | 减仓 |
 谷歌AGOOGL |
| 1.4% | 1.33% | $152.1万 | 4,255股 | $128.2万 | 4,457股 | -202股-4.53% | 减仓 |
 摩根大通JPM |
| 1.4% | 1.44% | $152.0万 | 4,643股 | $138.6万 | 4,712股 | -69股-1.46% | 减仓 |
| IiShares安硕信托EFV |
| 1.18% | 1.96% | $127.8万 | 1.7万股 | $188.5万 | 2.5万股 | -8,656股-34.14% | 减仓 |
 微软MSFT |
| 1.18% | 1.28% | $127.5万 | 3,419股 | $123.7万 | 3,342股 | +77股+2.30% | 加仓 |
 好市多COST |
| 1.14% | 1.33% | $123.5万 | 1,320股 | $128.2万 | 1,287股 | +33股+2.56% | 加仓 |
 派克汉尼汾PH |
| 1.14% | 1.2% | $123.4万 | 1,262股 | $115.2万 | 1,287股 | -25股-1.94% | 减仓 |
| B贝莱德ETF信托BAI |
| 1.12% | 1.07% | $121.5万 | 2.3万股 | $102.8万 | 3.1万股 | -8,143股-26.10% | 减仓 |
| S嘉信·USSCHX |
| 1.1% | 1.11% | $118.8万 | 4.0万股 | $106.5万 | 4.2万股 | -1,184股-2.85% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.07% | 0.73% | $116.1万 | 3.8万股 | $70.8万 | 2.3万股 | +1.5万股+63.64% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.01% | 1.02% | $109.9万 | 4,645股 | $98.5万 | 4,580股 | +65股+1.42% | 加仓 |
| S嘉信策略信托SCHR |
| 0.94% | 1.09% | $102.3万 | 4.1万股 | $105.3万 | 4.2万股 | -798股-1.89% | 减仓 |
 Meta平台META |
| 0.88% | 0.98% | $95.7万 | 1,699股 | $94.6万 | 1,654股 | +45股+2.72% | 加仓 |
| IiShares安硕信托MTUM |
| 0.88% | 0.99% | $94.8万 | 2,765股 | $95.9万 | 3,995股 | -1,230股-30.79% | 减仓 |
| IiShares安硕信托TLH |
| 0.83% | 1.18% | $90.3万 | 8,997股 | $114.0万 | 1.1万股 | -2,323股-20.52% | 减仓 |
 星巴克SBUX |
| 0.82% | 0.9% | $88.8万 | 8,686股 | $86.8万 | 9,683股 | -997股-10.30% | 减仓 |
 AMD超威AMD |
| 0.81% | 0.32% | $87.7万 | 1,510股 | $30.8万 | 1,515股 | -5股-0.33% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.81% | 0.89% | $87.2万 | 1.7万股 | $85.8万 | 1.6万股 | +311股+1.91% | 加仓 |
| S道富SPYM |
| 0.8% | 0.61% | $86.9万 | 9,886股 | $58.5万 | 7,644股 | +2,242股+29.33% | 加仓 |
| IiShares安硕信托ITA |
| 0.8% | 0.79% | $86.3万 | 3,560股 | $75.7万 | 3,459股 | +101股+2.92% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.73% | 0.71% | $78.6万 | 5,005股 | $68.4万 | 4,945股 | +60股+1.21% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.72% | 0.99% | $78.5万 | 1.6万股 | $95.9万 | 1.9万股 | -3,653股-19.06% | 减仓 |
 台积电TSM |
| 0.71% | 0.57% | $76.5万 | 1,602股 | $54.5万 | 1,613股 | -11股-0.68% | 减仓 |
 威瑞森VZ |
| 0.68% | 0.91% | $73.5万 | 1.7万股 | $88.1万 | 1.8万股 | -206股-1.17% | 减仓 |
 星座能源CEG |
| 0.66% | 0.79% | $71.6万 | 2,883股 | $76.3万 | 2,732股 | +151股+5.53% | 加仓 |
 优步UBER |
| 0.65% | 0.66% | $70.2万 | 9,729股 | $63.5万 | 8,832股 | +897股+10.16% | 加仓 |
| IiShares安硕信托AGG |
| 0.63% | 0.71% | $68.3万 | 6,900股 | $68.5万 | 6,900股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.62% | 0.62% | $67.2万 | 6,240股 | $59.8万 | 5,630股 | +610股+10.83% | 加仓 |
| S嘉信策略信托SCHD |
| 0.6% | 0.66% | $65.3万 | 2.1万股 | $63.2万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.59% | 0.93% | $64.1万 | 2.1万股 | $89.3万 | 2.9万股 | -8,418股-28.58% | 减仓 |
 沃尔玛WMT |
| 0.56% | 0.69% | $60.1万 | 5,310股 | $66.0万 | 5,314股 | -4股-0.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.49% | $57.8万 | 1,635股 | $47.6万 | 1,660股 | -25股-1.51% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.51% | 0.56% | $55.5万 | 2.3万股 | $53.5万 | 2.2万股 | +930股+4.22% | 加仓 |
