| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 5.26% | 0.79% | $3,241.5万 | 64.1万股 | $2,812.5万 | 55.1万股 | +9.0万股+16.37% | 加仓 |
 STAG INDUSTRIALSTAG |
| 4.65% | 0.7% | $2,864.7万 | 78.4万股 | $2,501.9万 | 67.8万股 | +10.7万股+15.75% | 加仓 |
| S道富SPSM |
| 3.95% | 0.46% | $2,434.0万 | 42.2万股 | $1,622.1万 | 38.1万股 | +4.1万股+10.84% | 加仓 |
| IiShares安硕信托SHYG |
| 3.85% | 0.57% | $2,375.9万 | 56.0万股 | $2,032.3万 | 47.1万股 | +8.9万股+18.92% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 3.84% | 0.5% | $2,367.2万 | 30.4万股 | $1,776.0万 | 27.7万股 | +2.7万股+9.68% | 加仓 |
| S道富SPMD |
| 3.37% | 0.43% | $2,076.3万 | 30.7万股 | $1,542.9万 | 28.4万股 | +2.4万股+8.32% | 加仓 |
| DDBX ETF信托HYDW |
| 3.19% | 0.47% | $1,968.3万 | 42.0万股 | $1,655.2万 | 35.0万股 | +7.0万股+20.04% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.18% | 0.42% | $1,962.2万 | 16.5万股 | $1,505.6万 | 15.8万股 | +6,953股+4.40% | 加仓 |
| S道富SPIB |
| 3.13% | 0.46% | $1,931.8万 | 57.7万股 | $1,643.0万 | 48.9万股 | +8.8万股+18.00% | 加仓 |
| IiShares安硕信托STIP |
| 3.12% | 0.47% | $1,921.3万 | 18.8万股 | $1,671.0万 | 16.2万股 | +2.6万股+15.82% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.61% | 0.35% | $1,607.4万 | 31.0万股 | $1,231.4万 | 28.8万股 | +2.2万股+7.75% | 加仓 |
| SSPDR道富系列信托SPYD |
| 2.47% | 0.34% | $1,520.0万 | 31.9万股 | $1,197.5万 | 28.2万股 | +3.6万股+12.91% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 2.46% | 0.72% | $1,518.9万 | 22.6万股 | $2,573.5万 | 38.4万股 | -15.8万股-41.19% | 减仓 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 2.12% | 0.31% | $1,308.8万 | 45.1万股 | $1,095.6万 | 37.5万股 | +7.6万股+20.19% | 加仓 |
| S道富SPYV |
| 1.92% | 0.25% | $1,182.5万 | 19.5万股 | $894.9万 | 17.1万股 | +2.4万股+13.77% | 加仓 |
| IiShares安硕信托ICVT |
| 1.74% | 0.21% | $1,073.7万 | 8.8万股 | $751.3万 | 8.3万股 | +4,804股+5.76% | 加仓 |
 特斯拉TSLA |
| 1.65% | 0.21% | $1,016.9万 | 2.4万股 | $736.8万 | 2.3万股 | +983股+4.24% | 加仓 |
 PALO ALTOPANW |
| 1.51% | <0.01% | $931.3万 | 2.7万股 | $1,228 | 6股 | +2.7万股+455,050.00% | 加仓 |
 Arm控股ARM |
| 1.48% | 0.11% | $910.6万 | 2.6万股 | $386.2万 | 2.4万股 | +1,803股+7.55% | 加仓 |
| IiShares安硕信托IEUR |
| 1.47% | 0.21% | $907.1万 | 12.1万股 | $743.2万 | 11.2万股 | +8,404股+7.49% | 加仓 |
 亚马逊AMZN |
| 1.47% | 0.22% | $906.3万 | 3.8万股 | $765.3万 | 3.5万股 | +3,140股+9.00% | 加仓 |
 苹果AAPL |
| 1.29% | 0.17% | $797.4万 | 2.8万股 | $597.5万 | 2.9万股 | -1,564股-5.37% | 减仓 |
 台积电TSM |
| 1.25% | 0.11% | $772.6万 | 1.6万股 | $381.7万 | 1.7万股 | -678股-4.02% | 减仓 |
 诺华NVS |
| 1.22% | 0.15% | $752.7万 | 4.8万股 | $534.8万 | 4.4万股 | +3,832股+8.67% | 加仓 |
 微软MSFT |
| 1.08% | 0.21% | $665.9万 | 1.8万股 | $736.3万 | 1.5万股 | +3,048股+20.59% | 加仓 |
 阿斯麦ASML |
| 1.07% | 0.07% | $661.9万 | 3,327股 | $254.4万 | 3,174股 | +153股+4.82% | 加仓 |
| SSCHWAB PRIME ADVANTAGE MONEY INVESTORSWVXX |
| 1.03% | 0.23% | $634.2万 | 634.2万股 | $819.2万 | 819.2万股 | -185.0万股-22.58% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 0.03% | $570.0万 | 7,633股 | $117.0万 | 1,894股 | +5,739股+303.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.08% | $543.4万 | 1.5万股 | $295.6万 | 1.7万股 | -1,283股-7.70% | 减仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.87% | 0.11% | $538.8万 | 6.6万股 | $407.4万 | 5.9万股 | +6,454股+10.88% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.87% | 0.13% | $535.8万 | 11.4万股 | $451.5万 | 9.7万股 | +1.7万股+17.48% | 加仓 |
 莫德纳MRNA |
| 0.86% | 0.05% | $532.8万 | 7.6万股 | $178.9万 | 6.5万股 | +1.1万股+17.30% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.86% | 0.13% | $532.4万 | 9.1万股 | $448.3万 | 7.6万股 | +1.5万股+19.93% | 加仓 |
| IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH |
| 0.86% | 0.12% | $530.6万 | 10.5万股 | $441.9万 | 8.7万股 | +1.8万股+20.11% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.85% | 0.13% | $526.3万 | 6.8万股 | $452.5万 | 5.7万股 | +1.0万股+17.48% | 加仓 |
| IiShares安硕信托ICSH |
| 0.85% | 0.12% | $522.8万 | 10.3万股 | $437.3万 | 8.6万股 | +1.7万股+19.87% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 0.11% | $456.7万 | 9,126股 | $375.6万 | 7,732股 | +1,394股+18.03% | 加仓 |
 宣伟SHW |
| 0.67% | 0.12% | $413.9万 | 1.2万股 | $438.2万 | 1.3万股 | -741股-5.81% | 减仓 |
 沃尔玛WMT |
| 0.67% | 0.1% | $410.5万 | 3.6万股 | $338.4万 | 3.5万股 | +1,634股+4.72% | 加仓 |
 强生JNJ |
| 0.66% | 0.06% | $408.1万 | 1.6万股 | $219.1万 | 1.4万股 | +1,727股+12.04% | 加仓 |
 万豪MAR |
| 0.65% | 0.08% | $400.7万 | 1.1万股 | $274.3万 | 1.0万股 | +776股+7.73% | 加仓 |
 Meta平台META |
| 0.62% | 0.14% | $383.8万 | 6,814股 | $487.0万 | 6,599股 | +215股+3.26% | 加仓 |
 3M COMMMM |
| 0.55% | 0.08% | $337.0万 | 2.1万股 | $285.1万 | 1.9万股 | +2,090股+11.16% | 加仓 |
| IiShares安硕信托IVV |
| 0.52% | 0.1% | $323.5万 | 4,320股 | $340.4万 | 5,482股 | -1,162股-21.20% | 减仓 |
 阿斯利康AZN |
| 0.51% | 0.06% | $317.3万 | 1.7万股 | $206.5万 | 3.0万股 | -1.3万股-43.39% | 减仓 |
 TRIUMPH FINANCIALTFIN |
| 0.51% | — | $317.1万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 可口可乐KO |
| 0.51% | 0.07% | $316.8万 | 3.9万股 | $239.0万 | 3.4万股 | +5,189股+15.36% | 加仓 |
 波音BA |
| 0.5% | 0.08% | $308.3万 | 1.4万股 | $269.1万 | 1.3万股 | +1,398股+10.89% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.47% | 0.06% | $292.5万 | 3.2万股 | $226.5万 | 3.0万股 | +1,982股+6.55% | 加仓 |
 星巴克SBUX |
| 0.47% | 0.06% | $288.9万 | 2.8万股 | $223.2万 | 2.4万股 | +3,913股+16.06% | 加仓 |
