| IiShares安硕信托IXUS |
| 4.72% | 4.57% | $3.14亿 | 524.1万股 | $3.21亿 | 513.4万股 | +10.7万股+2.08% | 加仓 |
| V先锋领航指数基金VOO |
| 4.42% | 4.22% | $2.94亿 | 74.9万股 | $2.97亿 | 72.9万股 | +2.0万股+2.75% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 3.24% | 3% | $2.16亿 | 406股 | $2.11亿 | 407股 | -1股-0.25% | 减仓 |
 微软MSFT |
| 3.07% | 3.2% | $2.04亿 | 64.7万股 | $2.25亿 | 66.1万股 | -1.4万股-2.17% | 减仓 |
 苹果AAPL |
| 2.76% | 3.02% | $1.84亿 | 107.2万股 | $2.12亿 | 109.5万股 | -2.2万股-2.05% | 减仓 |
| SSPDR道富系列信托QUS |
| 2.62% | 2.26% | $1.74亿 | 144.5万股 | $1.59亿 | 129.5万股 | +14.9万股+11.54% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.99% | 2% | $1.33亿 | 85.5万股 | $1.41亿 | 86.6万股 | -1.1万股-1.31% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.9% | 1.87% | $1.27亿 | 53.9万股 | $1.32亿 | 54.0万股 | -367股-0.07% | 减仓 |
| G通用动力VTI |
| 1.56% | 1.55% | $1.04亿 | 48.9万股 | $1.09亿 | 49.3万股 | -4,486股-0.91% | 减仓 |
 谷歌AGOOGL |
| 1.35% | 1.11% | $9,016.2万 | 68.9万股 | $7,779.3万 | 65.0万股 | +3.9万股+6.02% | 加仓 |
 摩根大通JPM |
| 1.22% | 1.18% | $8,106.3万 | 55.9万股 | $8,269.2万 | 56.9万股 | -9,589股-1.69% | 减仓 |
 百事可乐PEP |
| 1.15% | 1.2% | $7,676.6万 | 45.3万股 | $8,419.3万 | 45.5万股 | -1,497股-0.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.11% | 1.04% | $7,404.0万 | 21.1万股 | $7,317.3万 | 21.5万股 | -3,221股-1.50% | 减仓 |
| V先锋领航指数基金VV |
| 1.07% | 1.05% | $7,151.5万 | 36.5万股 | $7,410.1万 | 36.6万股 | -81股-0.02% | 减仓 |
| V先锋领航指数基金VXF |
| 0.99% | 0.91% | $6,581.9万 | 45.9万股 | $6,407.3万 | 43.1万股 | +2.9万股+6.67% | 加仓 |
| IiShares安硕信托 |
| 0.92% | 0.72% | $6,105.9万 | 264.6万股 | $5,064.4万 | 219.0万股 | +45.6万股+20.83% | 加仓 |
 联合健康UNH |
| 0.91% | 0.85% | $6,087.6万 | 12.1万股 | $5,987.9万 | 12.5万股 | -3,841股-3.08% | 减仓 |
 雪佛龙CVX |
| 0.91% | 0.8% | $6,024.8万 | 35.7万股 | $5,616.2万 | 35.7万股 | +378股+0.11% | 加仓 |
| IiShares安硕信托IWV |
| 0.88% | 0.84% | $5,874.6万 | 24.0万股 | $5,901.0万 | 23.2万股 | +7,835股+3.38% | 加仓 |
| IiShares iBonds Dec 2025 Term Muni Bd ETFIBMO |
| 0.86% | 0.77% | $5,741.1万 | 220.1万股 | $5,436.5万 | 206.4万股 | +13.7万股+6.63% | 加仓 |
| AADVISORS INNER CIRCLE FD III |
| 0.85% | 0.85% | $5,687.8万 | 393.3万股 | $6,007.9万 | 392.8万股 | +5,159股+0.13% | 加仓 |
 亚马逊AMZN |
| 0.85% | 0.84% | $5,679.4万 | 44.7万股 | $5,887.3万 | 45.2万股 | -4,843股-1.07% | 减仓 |
 万事达MA |
| 0.83% | 0.78% | $5,494.0万 | 13.9万股 | $5,516.8万 | 14.0万股 | -1,500股-1.07% | 减仓 |
 默沙东MRK |
| 0.81% | 0.86% | $5,388.5万 | 52.3万股 | $6,045.9万 | 52.4万股 | -543股-0.10% | 减仓 |
 宝洁PG |
| 0.78% | 0.77% | $5,162.1万 | 35.4万股 | $5,396.0万 | 35.6万股 | -1,703股-0.48% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.74% | 0.7% | $4,934.6万 | 125.9万股 | $4,901.2万 | 120.5万股 | +5.4万股+4.45% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.73% | 0.67% | $4,845.0万 | 110.8万股 | $4,687.2万 | 101.5万股 | +9.3万股+9.18% | 加仓 |
 财捷INTU |
| 0.65% | 0.57% | $4,355.6万 | 8.5万股 | $3,994.5万 | 8.7万股 | -1,932股-2.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.57% | $4,319.5万 | 32.8万股 | $4,001.0万 | 33.1万股 | -3,137股-0.95% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.58% | $4,232.3万 | 9.9万股 | $4,047.4万 | 9.1万股 | +7,699股+8.43% | 加仓 |
| IiShares安硕信托IVV |
| 0.62% | 0.62% | $4,155.7万 | 9.7万股 | $4,353.4万 | 9.8万股 | -902股-0.92% | 减仓 |
 LOWES COS COMLOW |
| 0.62% | 0.66% | $4,144.3万 | 19.9万股 | $4,614.8万 | 20.4万股 | -5,067股-2.48% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.62% | 0.63% | $4,138.0万 | 31.6万股 | $4,449.2万 | 32.2万股 | -5,542股-1.72% | 减仓 |
 埃森哲ACN |
| 0.61% | 0.61% | $4,056.7万 | 13.2万股 | $4,291.6万 | 13.9万股 | -6,983股-5.02% | 减仓 |
 TJXTJX |
| 0.57% | 0.5% | $3,815.9万 | 42.9万股 | $3,541.3万 | 41.8万股 | +1.2万股+2.80% | 加仓 |
 福泰制药VRTX |
| 0.56% | 0.55% | $3,760.6万 | 10.8万股 | $3,878.2万 | 11.0万股 | -2,060股-1.87% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.56% | 0.55% | $3,732.6万 | 14.0万股 | $3,865.7万 | 14.0万股 | -149股-0.11% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.56% | 0.41% | $3,727.6万 | 26.3万股 | $2,855.3万 | 19.1万股 | +7.2万股+37.88% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.56% | 0.55% | $3,702.9万 | 23.2万股 | $3,887.6万 | 23.5万股 | -2,870股-1.22% | 减仓 |
| V先锋领航指数基金VTV |
| 0.56% | 0.53% | $3,700.1万 | 26.8万股 | $3,734.0万 | 26.3万股 | +5,486股+2.09% | 加仓 |
| IiShares安硕·COREIJR |
| 0.56% | 0.53% | $3,699.6万 | 39.2万股 | $3,731.0万 | 37.4万股 | +1.8万股+4.75% | 加仓 |
 家得宝HD |
| 0.55% | 0.55% | $3,660.8万 | 12.1万股 | $3,848.4万 | 12.4万股 | -2,733股-2.21% | 减仓 |
| IiShares安硕信托AGG |
| 0.54% | 0.54% | $3,577.2万 | 38.0万股 | $3,827.8万 | 39.1万股 | -1.0万股-2.66% | 减仓 |
| IiShares安硕信托SGOV |
| 0.53% | 0.38% | $3,496.0万 | 34.7万股 | $2,665.2万 | 26.5万股 | +8.2万股+31.12% | 加仓 |
 恩智浦NXPI |
| 0.51% | 0.5% | $3,388.7万 | 17.0万股 | $3,525.1万 | 17.2万股 | -2,722股-1.58% | 减仓 |
 JacobsJ |
| 0.51% | 0.42% | $3,368.6万 | 24.7万股 | $2,944.4万 | 24.8万股 | -877股-0.35% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.5% | 0.65% | $3,351.8万 | 33.5万股 | $4,580.7万 | 45.9万股 | -12.4万股-27.11% | 减仓 |
| SSPDR黄金信托GLD |
| 0.5% | 0.5% | $3,313.0万 | 19.3万股 | $3,493.7万 | 19.6万股 | -2,741股-1.40% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.48% | 0.35% | $3,204.9万 | 64.3万股 | $2,433.2万 | 48.5万股 | +15.8万股+32.61% | 加仓 |
| V先锋领航指数基金VBK |
| 0.48% | 0.47% | $3,162.3万 | 14.8万股 | $3,279.2万 | 14.3万股 | +4,914股+3.44% | 加仓 |
