| IiShares安硕信托IEFA |
| 8.25% | 8.39% | $1,535.9万 | 15.9万股 | $1,442.9万 | 15.9万股 | -353股-0.22% | 减仓 |
 苹果AAPL |
| 4.23% | 4.06% | $787.4万 | 2.7万股 | $697.5万 | 2.7万股 | -273股-0.99% | 减仓 |
| IiShares安硕·COREIJH |
| 3.94% | 3.79% | $733.5万 | 9.5万股 | $652.3万 | 9.7万股 | -1,482股-1.53% | 减仓 |
 谷歌AGOOGL |
| 3.69% | 3.27% | $686.4万 | 1.9万股 | $562.9万 | 2.0万股 | -369股-1.88% | 减仓 |
| IiShares安硕IEMG |
| 3.24% | 2.92% | $602.5万 | 7.3万股 | $502.6万 | 7.2万股 | +670股+0.93% | 加仓 |
 英伟达NVDA |
| 3.22% | 3.15% | $598.7万 | 3.0万股 | $541.5万 | 3.1万股 | -1,128股-3.63% | 减仓 |
 微软MSFT |
| 2.99% | 3.22% | $556.8万 | 1.5万股 | $553.4万 | 1.5万股 | -25股-0.17% | 减仓 |
| IiShares安硕信托IVV |
| 2.85% | 2.71% | $530.4万 | 7,083股 | $466.0万 | 7,134股 | -51股-0.71% | 减仓 |
 亚马逊AMZN |
| 2.47% | 2.38% | $460.2万 | 1.9万股 | $409.6万 | 2.0万股 | -358股-1.82% | 减仓 |
 博通AVGO |
| 1.94% | 1.74% | $361.8万 | 9,577股 | $298.6万 | 9,649股 | -72股-0.75% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.8% | 1.83% | $335.9万 | 3.2万股 | $314.2万 | 3.2万股 | -21股-0.06% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.75% | 1.88% | $324.9万 | 5.6万股 | $323.8万 | 5.5万股 | +510股+0.92% | 加仓 |
 摩根大通JPM |
| 1.48% | 1.27% | $274.9万 | 8,399股 | $217.7万 | 7,400股 | +999股+13.50% | 加仓 |
| V先锋领航·TOTALBND |
| 1.47% | 1.61% | $273.7万 | 3.7万股 | $276.5万 | 3.8万股 | -262股-0.70% | 减仓 |
| IiShares安硕·COREIJR |
| 1.44% | 1.28% | $268.9万 | 1.8万股 | $219.5万 | 1.8万股 | +474股+2.68% | 加仓 |
 迈威尔MRVL |
| 1.39% | 0.5% | $258.2万 | 8,669股 | $86.3万 | 8,709股 | -40股-0.46% | 减仓 |
 卡特彼勒CAT |
| 1.28% | 0.95% | $238.0万 | 2,235股 | $163.6万 | 2,309股 | -74股-3.20% | 减仓 |
 VisaV |
| 1.23% | 1.2% | $229.7万 | 6,694股 | $206.9万 | 6,845股 | -151股-2.21% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.17% | 1.16% | $217.8万 | 3.6万股 | $199.5万 | 3.7万股 | -420股-1.14% | 减仓 |
| V先锋领航·MIDVO |
| 1.13% | 1.3% | $210.4万 | 2.6万股 | $223.1万 | 7,769股 | +1.8万股+236.16% | 加仓 |
 默沙东MRK |
| 1.08% | 1.11% | $200.2万 | 1.6万股 | $190.6万 | 1.6万股 | -267股-1.69% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.07% | 0.53% | $198.4万 | 8.2万股 | $91.1万 | 3.8万股 | +4.5万股+119.00% | 加仓 |
 强生JNJ |
| 1% | 1.06% | $187.0万 | 7,365股 | $181.5万 | 7,427股 | -62股-0.83% | 减仓 |
| IiShares安硕信托IVW |
| 0.99% | 0.88% | $183.8万 | 1.3万股 | $151.2万 | 1.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.97% | 0.94% | $180.9万 | 3,211股 | $161.9万 | 2,830股 | +381股+13.46% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.97% | 1.05% | $180.8万 | 3.1万股 | $181.4万 | 3.0万股 | +190股+0.62% | 加仓 |
 特斯拉TSLA |
| 0.96% | 0.93% | $178.2万 | 4,237股 | $160.7万 | 4,324股 | -87股-2.01% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.94% | 0.91% | $174.3万 | 2.4万股 | $156.6万 | 2.4万股 | +36股+0.15% | 加仓 |
 康明斯CMI |
| 0.93% | 0.75% | $173.6万 | 2,434股 | $129.7万 | 2,411股 | +23股+0.95% | 加仓 |
 PALO ALTOPANW |
| 0.88% | 0.45% | $162.9万 | 4,778股 | $76.9万 | 4,798股 | -20股-0.42% | 减仓 |
 沃尔玛WMT |
| 0.87% | 1.07% | $162.1万 | 1.4万股 | $184.1万 | 1.5万股 | -501股-3.38% | 减仓 |
 摩根士丹利MS |
| 0.86% | 0.74% | $160.8万 | 7,694股 | $128.0万 | 7,780股 | -86股-1.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.78% | $160.0万 | 3,197股 | $133.3万 | 2,782股 | +415股+14.92% | 加仓 |
 艾伯维ABBV |
| 0.86% | 0.82% | $159.7万 | 6,346股 | $141.5万 | 6,504股 | -158股-2.43% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.86% | 0.86% | $159.3万 | 7,016股 | $148.1万 | 7,016股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.85% | 0.93% | $158.8万 | 8,369股 | $160.2万 | 8,303股 | +66股+0.79% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.82% | 0.89% | $152.2万 | 3.2万股 | $152.8万 | 3.2万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.78% | 0.73% | $145.7万 | 3,419股 | $125.9万 | 3,519股 | -100股-2.84% | 减仓 |
 宝洁PG |
| 0.75% | 0.82% | $140.3万 | 9,567股 | $141.1万 | 9,772股 | -205股-2.10% | 减仓 |
 埃克森美孚XOM |
| 0.73% | 0.96% | $135.6万 | 9,915股 | $164.9万 | 9,720股 | +195股+2.01% | 加仓 |
| IiShares安硕信托AGG |
| 0.69% | 0.74% | $128.8万 | 1.3万股 | $127.1万 | 1.3万股 | +201股+1.57% | 加仓 |
 百事可乐PEP |
| 0.69% | 0.88% | $128.5万 | 9,489股 | $151.2万 | 9,734股 | -245股-2.52% | 减仓 |
 通用动力GD |
| 0.69% | 0.72% | $127.8万 | 3,609股 | $123.9万 | 3,609股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.67% | 0.72% | $125.4万 | 2,501股 | $123.2万 | 2,507股 | -6股-0.24% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.67% | 0.55% | $125.4万 | 3,340股 | $94.5万 | 3,400股 | -60股-1.76% | 减仓 |
 思科CSCO |
| 0.66% | 0.48% | $123.2万 | 1.0万股 | $82.8万 | 1.1万股 | -178股-1.67% | 减仓 |
 迪尔DE |
| 0.66% | 0.65% | $122.4万 | 1,929股 | $111.0万 | 1,970股 | -41股-2.08% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.66% | 0.62% | $122.2万 | 4,962股 | $106.1万 | 5,101股 | -139股-2.72% | 减仓 |
 雪佛龙CVX |
| 0.65% | 0.89% | $121.0万 | 7,302股 | $153.6万 | 7,423股 | -121股-1.63% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.64% | 0.93% | $118.3万 | 1.2万股 | $160.2万 | 1.8万股 | -5,790股-32.06% | 减仓 |
