| IiShares安硕信托IVV |
| 6.29% | 6.36% | $11.44亿 | 184.3万股 | $10.49亿 | 186.7万股 | -2.4万股-1.31% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 6.08% | 5.85% | $11.07亿 | 1,013.4万股 | $9.64亿 | 1,038.8万股 | -25.5万股-2.45% | 减仓 |
| IiShares安硕信托AGG |
| 5.05% | 5.54% | $9.19亿 | 926.5万股 | $9.13亿 | 923.3万股 | +3.2万股+0.34% | 加仓 |
| S嘉信策略信托SCHD |
| 4.14% | 4.69% | $7.54亿 | 2,843.7万股 | $7.73亿 | 2,764.1万股 | +79.6万股+2.88% | 加仓 |
| V先锋领航指数基金VTV |
| 3.21% | 3.46% | $5.83亿 | 330.1万股 | $5.70亿 | 330.2万股 | -1,357股-0.04% | 减仓 |
| IiShares安硕信托IEFA |
| 3.02% | 3.03% | $5.50亿 | 658.6万股 | $4.99亿 | 659.1万股 | -5,410股-0.08% | 减仓 |
| V先锋领航指数基金VUG |
| 1.63% | 1.52% | $2.96亿 | 67.6万股 | $2.50亿 | 67.4万股 | +2,783股+0.41% | 加仓 |
 英伟达NVDA |
| 1.62% | 1.16% | $2.94亿 | 186.2万股 | $1.91亿 | 176.2万股 | +10.0万股+5.67% | 加仓 |
| I景顺QQQ信托VOO |
| 1.48% | 1.34% | $2.70亿 | 48.9万股 | $2.20亿 | 47.0万股 | +2.0万股+4.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.47% | 1.4% | $2.68亿 | 43.4万股 | $2.30亿 | 41.1万股 | +2.2万股+5.38% | 加仓 |
 微软MSFT |
| 1.42% | 1.11% | $2.58亿 | 51.9万股 | $1.83亿 | 48.9万股 | +3.0万股+6.19% | 加仓 |
 苹果AAPL |
| 1.4% | 1.69% | $2.54亿 | 124.0万股 | $2.78亿 | 125.2万股 | -1.3万股-1.00% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.09% | 1.09% | $1.98亿 | 91.7万股 | $1.80亿 | 90.0万股 | +1.6万股+1.83% | 加仓 |
 亚马逊AMZN |
| 0.93% | 0.84% | $1.69亿 | 77.2万股 | $1.39亿 | 73.0万股 | +4.1万股+5.63% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.88% | 0.77% | $1.60亿 | 546.7万股 | $1.26亿 | 504.8万股 | +41.9万股+8.29% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.71% | 0.65% | $1.30亿 | 30.6万股 | $1.07亿 | 29.6万股 | +1.0万股+3.44% | 加仓 |
| IiShares安硕IEMG |
| 0.71% | 0.67% | $1.29亿 | 214.5万股 | $1.10亿 | 204.4万股 | +10.1万股+4.92% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.6% | 0.63% | $1.10亿 | 56.1万股 | $1.03亿 | 54.2万股 | +1.8万股+3.37% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.6% | 0.66% | $1.09亿 | 411.4万股 | $1.09亿 | 401.2万股 | +10.2万股+2.54% | 加仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.58% | $1.09亿 | 19.2万股 | $9,607.3万 | 18.7万股 | +4,925股+2.63% | 加仓 |
| PPacer基金信托COWZ |
| 0.59% | 0.84% | $1.06亿 | 193.3万股 | $1.38亿 | 252.4万股 | -59.1万股-23.42% | 减仓 |
| IiShares安硕·COREIJR |
| 0.59% | 0.59% | $1.06亿 | 97.4万股 | $9,666.4万 | 92.4万股 | +5.0万股+5.41% | 加仓 |
| IiShares安硕信托IVW |
| 0.58% | 0.56% | $1.06亿 | 95.8万股 | $9,161.7万 | 98.7万股 | -2.9万股-2.91% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.65% | $1.04亿 | 21.5万股 | $1.08亿 | 20.3万股 | +1.2万股+5.97% | 加仓 |
| IiShares安硕信托GVI |
| 0.54% | 0.69% | $9,853.4万 | 94.3万股 | $1.14亿 | 108.0万股 | -13.6万股-12.64% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.53% | 0.52% | $9,699.1万 | 105.5万股 | $8,650.3万 | 101.7万股 | +3.8万股+3.71% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.48% | $9,526.3万 | 32.9万股 | $7,931.8万 | 32.3万股 | +5,246股+1.62% | 加仓 |
 Meta平台META |
| 0.52% | 0.42% | $9,514.4万 | 12.9万股 | $6,968.1万 | 12.1万股 | +8,007股+6.62% | 加仓 |
| G通用动力VTI |
| 0.47% | 0.45% | $8,584.0万 | 28.2万股 | $7,349.9万 | 26.7万股 | +1.5万股+5.61% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.46% | 0.5% | $8,343.1万 | 93.7万股 | $8,278.5万 | 91.4万股 | +2.2万股+2.46% | 加仓 |
 埃克森美孚XOM |
| 0.45% | 0.55% | $8,201.9万 | 76.1万股 | $9,016.6万 | 75.8万股 | +2,701股+0.36% | 加仓 |
| V先锋领航指数基金VB |
| 0.43% | 0.46% | $7,914.6万 | 33.4万股 | $7,584.8万 | 34.2万股 | -8,065股-2.36% | 减仓 |
 博通AVGO |
| 0.43% | 0.27% | $7,851.6万 | 28.5万股 | $4,368.6万 | 26.1万股 | +2.4万股+9.17% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.4% | 0.44% | $7,261.4万 | 77.4万股 | $7,198.8万 | 81.8万股 | -4.4万股-5.36% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.39% | 0.42% | $7,114.8万 | 37.7万股 | $6,868.6万 | 37.3万股 | +4,112股+1.10% | 加仓 |
 沃尔玛WMT |
| 0.38% | 0.38% | $6,995.7万 | 71.5万股 | $6,212.8万 | 70.8万股 | +7,659股+1.08% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.38% | 0.41% | $6,931.9万 | 121.9万股 | $6,816.4万 | 119.3万股 | +2.6万股+2.21% | 加仓 |
 谷歌AGOOGL |
| 0.36% | 0.33% | $6,588.4万 | 37.4万股 | $5,492.2万 | 35.5万股 | +1.9万股+5.26% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.35% | 0.33% | $6,399.6万 | 112.3万股 | $5,402.0万 | 106.3万股 | +6.0万股+5.63% | 加仓 |
 VisaV |
| 0.35% | 0.41% | $6,344.8万 | 17.9万股 | $6,827.6万 | 19.5万股 | -1.6万股-8.27% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.34% | 0.27% | $6,101.1万 | 120.4万股 | $4,525.2万 | 89.4万股 | +31.0万股+34.69% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.33% | 0.29% | $6,035.4万 | 26.6万股 | $4,714.1万 | 24.4万股 | +2.2万股+8.82% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.31% | $5,900.4万 | 33.3万股 | $5,141.9万 | 32.9万股 | +3,502股+1.06% | 加仓 |
 特斯拉TSLA |
| 0.32% | 0.26% | $5,815.8万 | 18.3万股 | $4,277.6万 | 16.5万股 | +1.8万股+10.92% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.31% | 0.28% | $5,677.7万 | 32.8万股 | $4,595.0万 | 32.7万股 | +495股+0.15% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.31% | 0.3% | $5,600.1万 | 102.9万股 | $5,018.7万 | 96.9万股 | +6.0万股+6.21% | 加仓 |
| IiShares安硕信托IWY |
| 0.31% | 0.3% | $5,577.9万 | 22.6万股 | $4,872.4万 | 23.1万股 | -4,709股-2.04% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.31% | 0.36% | $5,556.6万 | 188.8万股 | $5,974.8万 | 212.2万股 | -23.4万股-11.04% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.3% | 0.32% | $5,502.3万 | 177.4万股 | $5,278.6万 | 172.7万股 | +4.7万股+2.73% | 加仓 |
 帕兰提尔PLTR |
| 0.3% | 0.17% | $5,435.1万 | 39.9万股 | $2,735.3万 | 32.4万股 | +7.5万股+23.02% | 加仓 |
