 贝莱德·INC COMBLK |
| 18.16% | 19.61% | $2.37亿 | 24.6万股 | $2.62亿 | 24.5万股 | +1,357股+0.55% | 加仓 |
 苹果AAPL |
| 3.87% | 4.03% | $5,050.4万 | 19.9万股 | $5,386.5万 | 19.8万股 | +865股+0.44% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3.02% | 3.08% | $3,945.9万 | 36.0万股 | $4,127.9万 | 33.9万股 | +2.1万股+6.10% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 2.86% | 2.67% | $3,735.2万 | 39.8万股 | $3,568.2万 | 38.7万股 | +1.2万股+3.07% | 加仓 |
 ROIVANT SCIENCESROIV |
| 2.82% | 1.89% | $3,681.8万 | 132.9万股 | $2,531.9万 | 116.7万股 | +16.2万股+13.92% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.48% | 2.65% | $3,243.1万 | 7.6万股 | $3,552.6万 | 7.5万股 | +997股+1.33% | 加仓 |
 微软MSFT |
| 1.86% | 2.37% | $2,426.8万 | 6.6万股 | $3,172.1万 | 6.6万股 | -32股-0.05% | 减仓 |
| IiShares安硕信托IWD |
| 1.73% | 1.63% | $2,255.8万 | 10.6万股 | $2,183.9万 | 10.4万股 | +1,751股+1.69% | 加仓 |
 英伟达NVDA |
| 1.66% | 1.73% | $2,160.5万 | 12.4万股 | $2,313.7万 | 12.4万股 | -179股-0.14% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.55% | 1.5% | $2,023.2万 | 6.9万股 | $2,006.8万 | 6.5万股 | +3,619股+5.57% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.55% | 1.46% | $2,022.3万 | 25.8万股 | $1,957.2万 | 24.8万股 | +9,581股+3.86% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.51% | 1.42% | $1,964.7万 | 25.5万股 | $1,894.3万 | 24.3万股 | +1.1万股+4.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.43% | 1.48% | $1,868.2万 | 2.9万股 | $1,980.2万 | 2.9万股 | -312股-1.07% | 减仓 |
| V先锋领航指数基金VOO |
| 1.43% | 1.4% | $1,864.6万 | 3.1万股 | $1,866.9万 | 3.0万股 | +1,436股+4.82% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.19% | 1.13% | $1,557.2万 | 16.0万股 | $1,514.8万 | 15.8万股 | +2,576股+1.63% | 加仓 |
 亚马逊AMZN |
| 1.16% | 1.27% | $1,519.5万 | 7.3万股 | $1,693.0万 | 7.3万股 | -386股-0.53% | 减仓 |
 谷歌AGOOGL |
| 1.13% | 1.18% | $1,468.6万 | 5.1万股 | $1,582.3万 | 5.1万股 | +517股+1.02% | 加仓 |
| S道富SPSM |
| 0.96% | 0.85% | $1,247.5万 | 25.8万股 | $1,133.0万 | 24.2万股 | +1.6万股+6.77% | 加仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 0.93% | 0.72% | $1,210.7万 | 28.6万股 | $958.0万 | 27.1万股 | +1.4万股+5.29% | 加仓 |
 摩根大通JPM |
| 0.9% | 0.97% | $1,168.7万 | 4.0万股 | $1,292.1万 | 4.0万股 | -370股-0.92% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.74% | 0.76% | $969.7万 | 2.7万股 | $1,018.0万 | 2.7万股 | -64股-0.23% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.71% | 0.69% | $925.3万 | 3.7万股 | $928.5万 | 3.8万股 | -409股-1.08% | 减仓 |
 沃尔玛WMT |
| 0.66% | 0.59% | $861.9万 | 6.9万股 | $783.5万 | 7.0万股 | -972股-1.38% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.7% | $856.8万 | 3.0万股 | $942.0万 | 3.0万股 | -150股-0.50% | 减仓 |
| V先锋领航指数基金VUG |
| 0.63% | 0.58% | $828.2万 | 1.9万股 | $770.9万 | 1.6万股 | +3,161股+20.01% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.65% | $815.2万 | 1.7万股 | $865.9万 | 1.7万股 | -215股-1.25% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.61% | 0.62% | $790.0万 | 11股 | $830.3万 | 11股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.6% | 0.43% | $787.0万 | 4.6万股 | $570.0万 | 4.7万股 | -980股-2.07% | 减仓 |
 博通AVGO |
| 0.58% | 0.58% | $754.0万 | 2.4万股 | $776.7万 | 2.2万股 | +1,919股+8.55% | 加仓 |
 特斯拉TSLA |
| 0.56% | 0.67% | $734.6万 | 2.0万股 | $895.7万 | 2.0万股 | -155股-0.78% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.56% | 0.55% | $733.0万 | 13.6万股 | $732.0万 | 13.6万股 | -548股-0.40% | 减仓 |
 礼来LLY |
| 0.55% | 0.62% | $712.7万 | 7,749股 | $831.9万 | 7,741股 | +8股+0.10% | 加仓 |
 埃森哲ACN |
| 0.55% | 0.84% | $712.5万 | 3.6万股 | $1,125.3万 | 4.2万股 | -6,009股-14.33% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.48% | 0.4% | $631.7万 | 8.2万股 | $532.4万 | 7.1万股 | +1.1万股+16.08% | 加仓 |
| IiShares安硕信托IVV |
| 0.48% | 0.5% | $629.8万 | 9,642股 | $667.5万 | 9,746股 | -104股-1.07% | 减仓 |
 艾伯维ABBV |
| 0.48% | 0.5% | $622.7万 | 2.9万股 | $669.8万 | 2.9万股 | -683股-2.33% | 减仓 |
| IiShares安硕信托IEFA |
| 0.48% | 0.46% | $622.5万 | 6.9万股 | $616.5万 | 6.9万股 | -144股-0.21% | 减仓 |
 VisaV |
| 0.44% | 0.49% | $579.8万 | 1.9万股 | $660.5万 | 1.9万股 | +351股+1.86% | 加仓 |
| IiShares安硕信托EFV |
| 0.43% | 0.43% | $562.1万 | 7.6万股 | $571.0万 | 8.0万股 | -4,356股-5.45% | 减仓 |
| TTORTOISE CAPITAL SERIES TRUSTNGY |
| 0.43% | 0.36% | $556.1万 | 53.3万股 | $482.9万 | 53.4万股 | -1,043股-0.20% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.42% | 0.41% | $551.0万 | 7.0万股 | $545.5万 | 7.0万股 | -93股-0.13% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.41% | 0.38% | $541.3万 | 3.7万股 | $514.8万 | 3.6万股 | +678股+1.89% | 加仓 |
| V先锋领航指数基金VB |
| 0.39% | 0.38% | $512.3万 | 2.0万股 | $514.6万 | 2.0万股 | -388股-1.95% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.38% | 0.37% | $500.9万 | 21.9万股 | $500.0万 | 21.9万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.38% | 0.32% | $499.5万 | 2.0万股 | $429.1万 | 2.1万股 | -299股-1.44% | 减仓 |
| IiShares安硕信托IBTH |
| 0.34% | 0.34% | $449.3万 | 20.0万股 | $450.1万 | 20.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.33% | 0.31% | $433.9万 | 2.3万股 | $410.3万 | 2.3万股 | +242股+1.07% | 加仓 |
 百事可乐PEP |
| 0.33% | 0.29% | $426.1万 | 2.7万股 | $390.9万 | 2.7万股 | +202股+0.74% | 加仓 |
| IiShares安硕信托EFG |
| 0.33% | 0.54% | $425.8万 | 3.8万股 | $720.9万 | 6.3万股 | -2.5万股-39.59% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.33% | 0.33% | $424.8万 | 6.6万股 | $439.6万 | 7.0万股 | -4,085股-5.80% | 减仓 |
