| IiShares安硕信托AGG |
| 6.91% | 7.61% | $2,216.1万 | 22.4万股 | $2,189.8万 | 22.1万股 | +3,306股+1.50% | 加仓 |
| SSPDR道富指数基金SPDW |
| 6.53% | 6.94% | $2,094.6万 | 41.6万股 | $1,996.5万 | 43.7万股 | -2.2万股-4.95% | 减仓 |
| S道富SPIB |
| 5.22% | 5.78% | $1,675.2万 | 50.1万股 | $1,662.6万 | 49.6万股 | +4,947股+1.00% | 加仓 |
| S道富SPMD |
| 4.18% | 4.15% | $1,342.0万 | 19.9万股 | $1,195.3万 | 20.2万股 | -3,215股-1.59% | 减仓 |
| SSPDR道富指数基金SPEM |
| 4.02% | 4.08% | $1,288.2万 | 24.9万股 | $1,173.1万 | 25.0万股 | -1,289股-0.52% | 减仓 |
 英伟达NVDA |
| 3.8% | 3.75% | $1,220.1万 | 6.1万股 | $1,079.3万 | 6.2万股 | -909股-1.47% | 减仓 |
| SSPDR道富系列信托SPYG |
| 3.31% | 2.99% | $1,062.8万 | 8.9万股 | $861.5万 | 8.8万股 | +1,327股+1.51% | 加仓 |
 苹果AAPL |
| 3.28% | 3.23% | $1,052.9万 | 3.6万股 | $930.2万 | 3.7万股 | -267股-0.73% | 减仓 |
| S道富SPSM |
| 2.96% | 2.81% | $948.8万 | 16.5万股 | $808.1万 | 16.7万股 | -2,710股-1.62% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.78% | 3.06% | $892.2万 | 29.7万股 | $882.1万 | 29.3万股 | +3,952股+1.35% | 加仓 |
| IiShares安硕信托IEI |
| 2.75% | 3.03% | $883.6万 | 7.5万股 | $872.5万 | 7.4万股 | +1,670股+2.27% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 2.53% | 2.73% | $810.3万 | 27.7万股 | $785.9万 | 27.4万股 | +3,499股+1.28% | 加仓 |
 亚马逊AMZN |
| 2.17% | 2.19% | $696.3万 | 2.9万股 | $630.2万 | 3.0万股 | -1,044股-3.45% | 减仓 |
 微软MSFT |
| 2.13% | 2.47% | $683.4万 | 1.8万股 | $711.2万 | 1.9万股 | -894股-4.65% | 减仓 |
| S道富SPYV |
| 2.12% | 2.17% | $681.5万 | 11.2万股 | $624.3万 | 11.0万股 | +1,768股+1.60% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.96% | 2.01% | $628.0万 | 6.1万股 | $577.7万 | 6.0万股 | +664股+1.10% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 1.65% | 1.8% | $528.1万 | 11.1万股 | $517.7万 | 10.9万股 | +2,358股+2.17% | 加仓 |
 谷歌AGOOGL |
| 1.58% | 1.45% | $507.5万 | 1.4万股 | $417.5万 | 1.5万股 | -318股-2.19% | 减仓 |
 博通AVGO |
| 1.57% | 1.46% | $502.1万 | 1.3万股 | $421.0万 | 1.4万股 | -310股-2.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.49% | 1.42% | $478.9万 | 1.4万股 | $409.3万 | 1.4万股 | -716股-5.02% | 减仓 |
| IiShares安硕·COREIJH |
| 1.17% | 1.12% | $374.8万 | 4.9万股 | $322.5万 | 4.8万股 | +844股+1.77% | 加仓 |
 特斯拉TSLA |
| 1.03% | 1.04% | $330.5万 | 7,859股 | $298.3万 | 8,025股 | -166股-2.07% | 减仓 |
 Meta平台META |
| 0.94% | 1.15% | $303.1万 | 5,380股 | $331.5万 | 5,795股 | -415股-7.16% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.94% | 1.03% | $301.9万 | 5.9万股 | $295.1万 | 5.8万股 | +1,214股+2.10% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 0.87% | 0.95% | $280.2万 | 10.4万股 | $274.8万 | 10.2万股 | +2,459股+2.41% | 加仓 |
 摩根大通JPM |
| 0.84% | 0.85% | $269.9万 | 8,244股 | $245.6万 | 8,349股 | -105股-1.26% | 减仓 |
 美光科技MU |
| 0.79% | — | $252.6万 | 2,188股 | $0 | 0股 | +2,188股 | 新买入 |
 FIFTH THIRD BANCORP COMFITB |
| 0.76% | 0.7% | $244.0万 | 4.4万股 | $201.3万 | 4.3万股 | +799股+1.87% | 加仓 |
 AMD超威AMD |
| 0.74% | 0.3% | $237.5万 | 4,089股 | $85.3万 | 4,195股 | -106股-2.53% | 减仓 |
 礼来LLY |
| 0.74% | 0.68% | $236.6万 | 1,973股 | $197.0万 | 2,142股 | -169股-7.89% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.76% | $229.0万 | 4,577股 | $219.9万 | 4,589股 | -12股-0.26% | 减仓 |
| IiShares安硕信托EMB |
| 0.7% | 0.76% | $225.0万 | 2.3万股 | $219.6万 | 2.3万股 | -57股-0.24% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.64% | 0.21% | $205.7万 | 4.1万股 | $60.8万 | 1.2万股 | +2.8万股+233.57% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.6% | — | $193.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 VisaV |
| 0.6% | 0.64% | $191.0万 | 5,566股 | $185.5万 | 6,139股 | -573股-9.33% | 减仓 |
 卡特彼勒CAT |
| 0.58% | 0.46% | $186.9万 | 1,755股 | $131.1万 | 1,851股 | -96股-5.19% | 减仓 |
 强生JNJ |
| 0.58% | 0.64% | $185.7万 | 7,313股 | $182.9万 | 7,481股 | -168股-2.25% | 减仓 |
| IiShares安硕信托IBDS |
| 0.55% | 0.68% | $177.2万 | 7.3万股 | $195.9万 | 8.1万股 | -7,675股-9.50% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.55% | 0.68% | $177.0万 | 8.1万股 | $196.0万 | 9.0万股 | -8,343股-9.32% | 减仓 |
| IiShares安硕信托IBDR |
| 0.55% | 0.68% | $176.9万 | 7.3万股 | $195.9万 | 8.1万股 | -7,831股-9.69% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.55% | 0.67% | $175.9万 | 8.4万股 | $193.9万 | 9.3万股 | -8,249股-8.90% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.55% | 0.67% | $175.7万 | 7.6万股 | $194.1万 | 8.3万股 | -7,591股-9.10% | 减仓 |
| IiShares安硕信托IBDT |
| 0.55% | 0.67% | $175.5万 | 7.0万股 | $194.0万 | 7.7万股 | -7,080股-9.24% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.55% | 0.67% | $175.1万 | 7.0万股 | $192.7万 | 7.6万股 | -6,741股-8.84% | 减仓 |
 CrowdStrikeCRWD |
| 0.52% | 0.08% | $167.9万 | 2,200股 | $23.3万 | 598股 | +1,602股+267.89% | 加仓 |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 0.5% | 0.35% | $160.2万 | 1.5万股 | $101.7万 | 9,631股 | +5,540股+57.52% | 加仓 |
 万事达MA |
| 0.47% | 0.54% | $151.3万 | 2,946股 | $155.9万 | 3,120股 | -174股-5.58% | 减仓 |
 思科CSCO |
| 0.47% | 0.35% | $150.8万 | 1.3万股 | $100.0万 | 1.3万股 | -51股-0.40% | 减仓 |
| IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI |
| 0.47% | — | $149.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 GE航空GE |
| 0.47% | 0.39% | $149.2万 | 3,993股 | $113.2万 | 3,988股 | +5股+0.13% | 加仓 |
