| IiShares安硕信托IVV |
| 51.41% | 52.87% | $1.30亿 | 38.5万股 | $1.22亿 | 39.5万股 | -9,317股-2.36% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 8.37% | 8.82% | $2,109.2万 | 17.3万股 | $2,040.5万 | 16.7万股 | +5,708股+3.41% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 6.9% | 7.37% | $1,739.4万 | 30.3万股 | $1,704.0万 | 31.8万股 | -1.5万股-4.65% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 6.57% | 7.06% | $1,655.0万 | 60.1万股 | $1,632.8万 | 59.2万股 | +9,242股+1.56% | 加仓 |
 微软MSFT |
| 3.83% | 3.81% | $965.8万 | 4.6万股 | $879.9万 | 4.3万股 | +2,680股+6.20% | 加仓 |
 苹果AAPL |
| 3.56% | 2.83% | $897.0万 | 7.7万股 | $654.0万 | 1.8万股 | +6.0万股+332.04% | 加仓 |
| SSLACK TECHNOLOGIES INC |
| 2.36% | 3.11% | $593.6万 | 22.1万股 | $718.2万 | 23.1万股 | -1.0万股-4.33% | 减仓 |
| V先锋领航指数基金VXF |
| 1.82% | 1.67% | $458.1万 | 3.5万股 | $386.5万 | 3.3万股 | +2,662股+8.15% | 加仓 |
 亚马逊AMZN |
| 1.77% | 1.46% | $444.9万 | 1,413股 | $338.2万 | 1,226股 | +187股+15.25% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.1% | 1.17% | $278.4万 | 3.4万股 | $271.0万 | 3.4万股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.06% | 1.02% | $266.0万 | 7,494股 | $236.9万 | 7,812股 | -318股-4.07% | 减仓 |
 特斯拉TSLA |
| 0.69% | 0.37% | $173.4万 | 4,042股 | $86.4万 | 800股 | +3,242股+405.25% | 加仓 |
 家得宝HD |
| 0.58% | 0.52% | $145.5万 | 5,241股 | $120.3万 | 4,803股 | +438股+9.12% | 加仓 |
| IISHARES US CONSUMER DISCRETIONARY ETFIYC |
| 0.55% | 0.52% | $137.5万 | 5,500股 | $120.5万 | 5,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.4% | 0.48% | $101.7万 | 1.2万股 | $111.9万 | 1.4万股 | -1,390股-10.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.31% | $100.8万 | 4,735股 | $72.6万 | 4,065股 | +670股+16.48% | 加仓 |
 星巴克SBUX |
| 0.38% | 0.35% | $95.4万 | 1.1万股 | $80.0万 | 1.1万股 | +229股+2.11% | 加仓 |
 MDU RESMDU |
| 0.37% | 0.4% | $94.4万 | 4.2万股 | $93.0万 | 4.2万股 | +17股+0.04% | 加仓 |
 VisaV |
| 0.32% | 0.28% | $79.6万 | 3,983股 | $64.5万 | 3,337股 | +646股+19.36% | 加仓 |
 联合健康UNH |
| 0.29% | 0.25% | $71.9万 | 2,307股 | $58.3万 | 1,976股 | +331股+16.75% | 加仓 |
 思科CSCO |
| 0.26% | 0.33% | $66.3万 | 1.7万股 | $77.3万 | 1.7万股 | +272股+1.64% | 加仓 |
 耐克NKE |
| 0.25% | 0.2% | $63.9万 | 5,090股 | $46.2万 | 4,709股 | +381股+8.09% | 加仓 |
 谷歌AGOOGL |
| 0.25% | 0.19% | $62.7万 | 428股 | $45.0万 | 317股 | +111股+35.02% | 加仓 |
| V先锋领航指数基金VUG |
| 0.25% | 0.19% | $62.1万 | 2,727股 | $45.0万 | 2,225股 | +502股+22.56% | 加仓 |
 Meta平台META |
| 0.24% | 0.13% | $60.7万 | 2,317股 | $29.9万 | 1,316股 | +1,001股+76.06% | 加仓 |
 迪士尼DIS |
| 0.23% | 0.23% | $57.6万 | 4,641股 | $52.3万 | 4,692股 | -51股-1.09% | 减仓 |
 AMGEN COMAMGN |
| 0.23% | 0.21% | $57.3万 | 2,255股 | $47.5万 | 2,012股 | +243股+12.08% | 加仓 |
 强生JNJ |
| 0.22% | 0.17% | $56.4万 | 3,789股 | $39.1万 | 2,781股 | +1,008股+36.25% | 加仓 |
 摩根大通JPM |
| 0.21% | 0.18% | $53.4万 | 5,551股 | $42.1万 | 4,476股 | +1,075股+24.02% | 加仓 |
 帕卡PCAR |
| 0.21% | 0.19% | $53.3万 | 6,253股 | $44.0万 | 5,873股 | +380股+6.47% | 加仓 |
 英伟达NVDA |
| 0.2% | 0.12% | $51.4万 | 949股 | $27.1万 | 713股 | +236股+33.10% | 加仓 |
 ADOBE COMADBE |
| 0.2% | 0.16% | $51.2万 | 1,044股 | $37.3万 | 858股 | +186股+21.68% | 加仓 |
 可口可乐KO |
| 0.2% | 0.16% | $50.3万 | 1.0万股 | $36.7万 | 8,213股 | +1,983股+24.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.12% | $45.9万 | 312股 | $28.8万 | 204股 | +108股+52.94% | 加仓 |
 宝洁PG |
| 0.17% | 0.11% | $43.3万 | 3,119股 | $25.1万 | 2,100股 | +1,019股+48.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.17% | $41.9万 | 1,251股 | $38.6万 | 1,251股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.16% | 0.13% | $41.5万 | 6,971股 | $30.1万 | 5,453股 | +1,518股+27.84% | 加仓 |
 默沙东MRK |
| 0.16% | 0.13% | $40.0万 | 4,827股 | $29.4万 | 3,808股 | +1,019股+26.76% | 加仓 |
 麦当劳MCD |
| 0.15% | 0.11% | $38.5万 | 1,753股 | $25.4万 | 1,374股 | +379股+27.58% | 加仓 |
| AAT&TT |
| 0.15% | 0.14% | $37.8万 | 1.3万股 | $33.3万 | 1.1万股 | +2,255股+20.48% | 加仓 |
 沃尔玛WMT |
| 0.15% | 0.11% | $37.3万 | 2,666股 | $26.5万 | 2,213股 | +453股+20.47% | 加仓 |
 LOWES COS COMLOW |
| 0.14% | 0.1% | $34.5万 | 2,083股 | $23.5万 | 1,742股 | +341股+19.58% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.13% | 0.09% | $32.7万 | 7,077股 | $20.3万 | 5,214股 | +1,863股+35.73% | 加仓 |
 雅培ABT |
| 0.13% | — | $31.6万 | 2,901股 | $0 | 0股 | +2,901股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 0.12% | 0.11% | $31.1万 | 4,144股 | $24.3万 | 3,475股 | +669股+19.25% | 加仓 |
 埃森哲ACN |
| 0.12% | 0.1% | $29.5万 | 1,305股 | $22.2万 | 1,034股 | +271股+26.21% | 加仓 |
 辉瑞PFE |
| 0.12% | — | $29.3万 | 7,994股 | $0 | 0股 | +7,994股 | 新买入 |
 艾伯维ABBV |
| 0.12% | 0.12% | $29.2万 | 3,329股 | $28.0万 | 2,856股 | +473股+16.56% | 加仓 |
| IiShares安硕信托HDV |
| 0.11% | 0.13% | $28.8万 | 3,575股 | $29.0万 | 3,575股 | 00.00% | 持仓不变 |
 波音BA |
| 0.11% | 0.13% | $28.0万 | 1,694股 | $31.2万 | 1,700股 | -6股-0.35% | 减仓 |
