| IiShares安硕·RUSSELLIWF |
| 6.82% | 6.67% | $2,112.5万 | 17.0万股 | $1,807.5万 | 4.2万股 | +12.8万股+301.34% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 5.33% | 6.01% | $1,652.0万 | 15.0万股 | $1,630.3万 | 16.8万股 | -1.8万股-10.69% | 减仓 |
| IiShares安硕信托IWD |
| 5.29% | 5.25% | $1,638.5万 | 6.8万股 | $1,424.3万 | 6.7万股 | +928股+1.39% | 加仓 |
 苹果AAPL |
| 4.99% | 5% | $1,545.9万 | 5.3万股 | $1,355.8万 | 5.3万股 | +2股+0.00% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 4.32% | 4.26% | $1,337.8万 | 6.0万股 | $1,155.0万 | 6.1万股 | -444股-0.73% | 减仓 |
| G通用动力VTI |
| 4.27% | 4.21% | $1,323.8万 | 3.6万股 | $1,140.4万 | 3.6万股 | +227股+0.64% | 加仓 |
| IiShares安硕信托IVW |
| 3.84% | 2.98% | $1,190.9万 | 8.7万股 | $806.9万 | 7.1万股 | +1.5万股+21.38% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.71% | 3.78% | $1,148.3万 | 7.3万股 | $1,023.7万 | 6.9万股 | +3,537股+5.12% | 加仓 |
 微软MSFT |
| 3.65% | 4.14% | $1,132.3万 | 3.0万股 | $1,122.9万 | 3.0万股 | +21股+0.07% | 加仓 |
 亚马逊AMZN |
| 2.89% | 2.79% | $895.5万 | 3.8万股 | $757.5万 | 3.6万股 | +1,205股+3.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.39% | 2.53% | $739.5万 | 1.5万股 | $685.4万 | 1.4万股 | +475股+3.32% | 加仓 |
| IiShares安硕信托IBDT |
| 2.13% | 2.32% | $661.5万 | 26.2万股 | $629.2万 | 24.8万股 | +1.4万股+5.46% | 加仓 |
| IiShares安硕·COREIJH |
| 2.11% | 1.91% | $654.4万 | 8.5万股 | $518.7万 | 7.7万股 | +8,050股+10.48% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.1% | 2% | $652.0万 | 4.8万股 | $543.1万 | 4.6万股 | +1,857股+4.05% | 加仓 |
| IiShares安硕信托IBDS |
| 1.85% | 2.12% | $574.3万 | 23.7万股 | $574.4万 | 23.7万股 | +164股+0.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.84% | 1.75% | $570.9万 | 7,644股 | $474.0万 | 7,288股 | +356股+4.88% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.84% | 0.91% | $569.4万 | 2.5万股 | $245.7万 | 1.2万股 | +1.3万股+115.49% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.78% | 1.73% | $551.0万 | 7,834股 | $470.0万 | 7,620股 | +214股+2.81% | 加仓 |
| IiShares安硕信托IVV |
| 1.64% | 1.61% | $508.6万 | 6,791股 | $437.3万 | 6,695股 | +96股+1.43% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.41% | 1.09% | $438.3万 | 2.3万股 | $295.8万 | 2.2万股 | +743股+3.34% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.39% | 1.42% | $430.2万 | 18.6万股 | $383.8万 | 16.5万股 | +2.1万股+12.56% | 加仓 |
 摩根大通JPM |
| 1.22% | 1.24% | $376.8万 | 1.2万股 | $335.6万 | 1.1万股 | +100股+0.88% | 加仓 |
| IiShares安硕信托DVY |
| 1.18% | 1.31% | $366.4万 | 2.3万股 | $354.4万 | 2.3万股 | +33股+0.14% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.16% | 1.17% | $360.7万 | 1.5万股 | $318.2万 | 1.5万股 | +200股+1.37% | 加仓 |
| IiShares安硕信托IBDR |
| 1.09% | 1.31% | $336.4万 | 13.9万股 | $354.2万 | 14.6万股 | -7,253股-4.96% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.98% | 1.06% | $304.4万 | 6.0万股 | $287.8万 | 5.8万股 | +2,500股+4.33% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.97% | 1.02% | $300.7万 | 1.3万股 | $275.6万 | 1.3万股 | -105股-0.82% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.89% | 0.76% | $276.9万 | 9,215股 | $205.4万 | 8,281股 | +934股+11.28% | 加仓 |
| IiShares安硕信托IBMP |
| 0.87% | 0.98% | $270.7万 | 10.6万股 | $265.1万 | 10.4万股 | +2,266股+2.17% | 加仓 |
| IiShares安硕信托IBMQ |
| 0.86% | 0.97% | $267.2万 | 10.4万股 | $264.1万 | 10.3万股 | +982股+0.95% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.85% | 0.7% | $264.3万 | 1.0万股 | $190.1万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.81% | 0.74% | $252.4万 | 1.4万股 | $201.0万 | 1.4万股 | +241股+1.74% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.8% | 0.78% | $247.4万 | 6,281股 | $210.7万 | 6,714股 | -433股-6.45% | 减仓 |
| IiShares安硕信托IBMO |
| 0.79% | 0.9% | $245.3万 | 9.6万股 | $245.2万 | 9.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 0.78% | 0.79% | $240.7万 | 1.6万股 | $214.7万 | 1.6万股 | +90股+0.56% | 加仓 |
| IiShares安硕信托GVI |
| 0.74% | 0.83% | $229.6万 | 2.1万股 | $225.4万 | 2.1万股 | +93股+0.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.63% | $210.7万 | 5,962股 | $170.3万 | 5,937股 | +25股+0.42% | 加仓 |
| V先锋领航全球基金VIS |
| 0.65% | 0.76% | $202.7万 | 5,625股 | $207.3万 | 6,640股 | -1,015股-15.29% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.61% | 0.55% | $188.7万 | 8.7万股 | $149.8万 | 6.8万股 | +1.8万股+26.49% | 加仓 |
| WWisdomTree信托DTD |
| 0.57% | 0.61% | $177.6万 | 1.9万股 | $164.5万 | 1.9万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.54% | 0.67% | $168.2万 | 1,798股 | $181.2万 | 1,818股 | -20股-1.10% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.54% | 0.53% | $166.6万 | 1.3万股 | $144.3万 | 1.3万股 | -124股-0.94% | 减仓 |
 英伟达NVDA |
| 0.5% | 0.5% | $155.7万 | 7,781股 | $135.8万 | 7,785股 | -4股-0.05% | 减仓 |
| IiShares安硕信托IWS |
| 0.49% | 0.49% | $153.1万 | 9,301股 | $131.9万 | 9,051股 | +250股+2.76% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.48% | 0.53% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.47% | 0.55% | $146.4万 | 1.9万股 | $150.3万 | 1.9万股 | -428股-2.26% | 减仓 |
 Meta平台META |
| 0.47% | 0.53% | $146.4万 | 2,598股 | $143.1万 | 2,502股 | +96股+3.84% | 加仓 |
| IiShares安硕信托EEM |
| 0.46% | 0.48% | $142.2万 | 2.1万股 | $130.1万 | 2.3万股 | -2,129股-9.29% | 减仓 |
| V先锋领航指数基金VOO |
| 0.46% | 0.41% | $142.0万 | 1,928股 | $112.1万 | 1,942股 | -14股-0.72% | 减仓 |
| IiShares安硕信托LQD |
| 0.46% | 0.58% | $141.1万 | 1.3万股 | $157.6万 | 1.4万股 | -1,522股-10.53% | 减仓 |
