| IiShares安硕信托IWY |
| 14.89% | 2.64% | $9.96亿 | 342.6万股 | $1.25亿 | 452.3万股 | -109.7万股-24.26% | 减仓 |
| DDimensional维度ETF信托DFAL |
| 7.3% | — | $4.88亿 | 969.4万股 | $0 | 0股 | +969.4万股 | 新买入 |
| IiShares安硕信托IWX |
| 7.1% | 11.57% | $4.75亿 | 451.4万股 | $5.49亿 | 592.8万股 | -141.4万股-23.85% | 减仓 |
| IiShares安硕信托IWS |
| 5.93% | 8.18% | $3.96亿 | 240.9万股 | $3.89亿 | 266.6万股 | -25.8万股-9.66% | 减仓 |
| IiShares安硕信托IEFA |
| 3.45% | 3.85% | $2.31亿 | 238.8万股 | $1.83亿 | 201.8万股 | +37.0万股+18.33% | 加仓 |
| IiShares安硕信托IVV |
| 3.27% | 2.21% | $2.19亿 | 29.2万股 | $1.05亿 | 16.1万股 | +13.2万股+82.05% | 加仓 |
 苹果AAPL |
| 2.86% | 3.43% | $1.91亿 | 66.1万股 | $1.63亿 | 64.2万股 | +1.9万股+3.00% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.72% | 4.14% | $1.82亿 | 124.3万股 | $1.97亿 | 153.4万股 | -29.1万股-18.98% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 2.34% | 3.04% | $1.56亿 | 7.5万股 | $1.44亿 | 7.7万股 | -1,517股-1.98% | 减仓 |
 英伟达NVDA |
| 2.21% | 2.58% | $1.48亿 | 74.0万股 | $1.23亿 | 70.3万股 | +3.7万股+5.27% | 加仓 |
| IiShares安硕信托AGG |
| 1.99% | 3.92% | $1.33亿 | 134.2万股 | $1.86亿 | 187.5万股 | -53.3万股-28.44% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.68% | 2.27% | $1.13亿 | 321.4万股 | $1.08亿 | 320.8万股 | +6,236股+0.19% | 加仓 |
 微软MSFT |
| 1.46% | 2% | $9,747.8万 | 26.1万股 | $9,496.9万 | 25.7万股 | +4,764股+1.86% | 加仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 1.32% | 0.38% | $8,827.5万 | 83.2万股 | $1,808.0万 | 16.9万股 | +66.3万股+390.93% | 加仓 |
 亚马逊AMZN |
| 1.31% | 1.33% | $8,764.8万 | 36.8万股 | $6,328.5万 | 30.4万股 | +6.4万股+21.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.03% | 1.12% | $6,868.8万 | 19.4万股 | $5,337.6万 | 18.6万股 | +8,333股+4.48% | 加仓 |
| IiShares安硕信托TLH |
| 1.01% | 2% | $6,747.6万 | 67.2万股 | $9,491.0万 | 94.2万股 | -27.0万股-28.64% | 减仓 |
 博通AVGO |
| 0.89% | 0.97% | $5,957.1万 | 15.8万股 | $4,612.1万 | 14.9万股 | +8,687股+5.83% | 加仓 |
| IiShares安硕信托TLT |
| 0.87% | 0.01% | $5,841.7万 | 67.6万股 | $56.7万 | 6,537股 | +66.9万股+10,240.66% | 加仓 |
| AAvantis·U SAVUV |
| 0.8% | 0.96% | $5,357.6万 | 42.9万股 | $4,534.5万 | 41.0万股 | +1.9万股+4.62% | 加仓 |
| IiShares安硕IEMG |
| 0.77% | 0.87% | $5,153.9万 | 62.2万股 | $4,140.2万 | 59.4万股 | +2.9万股+4.81% | 加仓 |
 泛林集团LRCX |
| 0.69% | 0.51% | $4,603.7万 | 10.6万股 | $2,424.6万 | 11.3万股 | -7,238股-6.38% | 减仓 |
 谷歌AGOOGL |
| 0.65% | 0.78% | $4,352.7万 | 12.2万股 | $3,695.1万 | 12.8万股 | -6,699股-5.21% | 减仓 |
 Meta平台META |
| 0.63% | 0.87% | $4,203.5万 | 7.5万股 | $4,136.0万 | 7.2万股 | +2,333股+3.23% | 加仓 |
 应用材料AMAT |
| 0.62% | 0.6% | $4,167.2万 | 5.8万股 | $2,859.6万 | 8.4万股 | -2.6万股-31.11% | 减仓 |
 美光科技MU |
| 0.57% | 0.04% | $3,812.5万 | 3.3万股 | $202.4万 | 5,992股 | +2.7万股+451.22% | 加仓 |
 礼来LLY |
| 0.56% | 0.58% | $3,777.4万 | 3.1万股 | $2,754.4万 | 3.0万股 | +1,546股+5.16% | 加仓 |
 摩根大通JPM |
| 0.56% | 0.94% | $3,751.3万 | 11.5万股 | $4,481.0万 | 15.2万股 | -3.8万股-24.77% | 减仓 |
 VisaV |
| 0.54% | 0.52% | $3,631.6万 | 10.6万股 | $2,474.1万 | 8.2万股 | +2.4万股+29.30% | 加仓 |
 特斯拉TSLA |
| 0.54% | 0.62% | $3,586.4万 | 8.5万股 | $2,964.0万 | 8.0万股 | +5,538股+6.95% | 加仓 |
 埃克森美孚XOM |
| 0.52% | 0.87% | $3,473.6万 | 25.4万股 | $4,112.7万 | 24.2万股 | +1.2万股+4.81% | 加仓 |
 思科CSCO |
| 0.51% | 0.45% | $3,392.2万 | 28.9万股 | $2,127.0万 | 27.4万股 | +1.5万股+5.35% | 加仓 |
| V先锋领航指数基金VOO |
| 0.49% | 0.6% | $3,252.6万 | 4.7万股 | $2,845.1万 | 4.8万股 | -254股-0.53% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.49% | 0.58% | $3,245.4万 | 26.1万股 | $2,754.8万 | 6.5万股 | +19.7万股+304.56% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.48% | 0.34% | $3,179.7万 | 26.2万股 | $1,629.8万 | 16.3万股 | +9.9万股+60.95% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.43% | 0.05% | $2,890.2万 | 30.6万股 | $242.9万 | 2.5万股 | +28.0万股+1,100.73% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.43% | 0.57% | $2,845.6万 | 38股 | $2,728.9万 | 38股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.42% | 0.58% | $2,781.7万 | 38.7万股 | $2,765.2万 | 41.9万股 | -3.2万股-7.74% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.4% | 0.64% | $2,660.8万 | 52.6万股 | $3,042.6万 | 61.0万股 | -8.4万股-13.74% | 减仓 |
 ILLINOIS TOOLITW |
| 0.36% | 0.03% | $2,425.0万 | 9.0万股 | $120.8万 | 4,640股 | +8.5万股+1,832.31% | 加仓 |
 伊顿ETN |
| 0.36% | 0.41% | $2,397.0万 | 5.6万股 | $1,932.0万 | 5.4万股 | +2,236股+4.14% | 加仓 |
 REGIONS FINANCIAL NEW COMRF |
| 0.34% | 0.39% | $2,262.4万 | 74.9万股 | $1,851.9万 | 70.9万股 | +4.0万股+5.66% | 加仓 |
| IiShares安硕信托GVI |
| 0.34% | 0.46% | $2,261.2万 | 21.0万股 | $2,165.7万 | 20.4万股 | +6,089股+2.98% | 加仓 |
 杜克能源DUK |
| 0.32% | 0.51% | $2,171.5万 | 17.2万股 | $2,408.6万 | 18.4万股 | -1.2万股-6.74% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.32% | 0.33% | $2,150.0万 | 26.1万股 | $1,545.8万 | 19.7万股 | +6.4万股+32.56% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.32% | 0.34% | $2,124.6万 | 18.7万股 | $1,603.1万 | 17.8万股 | +9,035股+5.08% | 加仓 |
 联合太平洋铁路UNP |
| 0.32% | 0.39% | $2,119.8万 | 7.8万股 | $1,854.5万 | 7.6万股 | +1,495股+1.96% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.31% | 0.34% | $2,082.7万 | 5.2万股 | $1,606.3万 | 5.0万股 | +1,949股+3.86% | 加仓 |
 宝洁PG |
| 0.31% | 0.42% | $2,053.9万 | 14.0万股 | $1,997.5万 | 13.8万股 | +1,777股+1.28% | 加仓 |
 可口可乐KO |
| 0.31% | 0.4% | $2,047.6万 | 25.2万股 | $1,881.3万 | 24.7万股 | +4,576股+1.85% | 加仓 |
