| IiShares安硕信托IVV |
| 31.21% | 30.22% | $9.49亿 | 126.7万股 | $8.35亿 | 127.8万股 | -1.0万股-0.81% | 减仓 |
| IiShares安硕信托IEFA |
| 7.94% | 6.34% | $2.42亿 | 250.1万股 | $1.75亿 | 193.4万股 | +56.6万股+29.27% | 加仓 |
| IiShares安硕信托IUSB |
| 7.77% | 8.45% | $2.36亿 | 512.0万股 | $2.33亿 | 505.3万股 | +6.7万股+1.32% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 4.54% | 4.09% | $1.38亿 | 225.6万股 | $1.13亿 | 207.2万股 | +18.4万股+8.87% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.75% | 6.37% | $1.14亿 | 91.9万股 | $1.76亿 | 41.3万股 | +50.7万股+122.70% | 加仓 |
| IiShares安硕IEMG |
| 2.22% | 1.13% | $6,746.4万 | 81.4万股 | $3,126.7万 | 44.8万股 | +36.6万股+81.67% | 加仓 |
 苹果AAPL |
| 1.99% | 1.95% | $6,042.9万 | 20.9万股 | $5,394.9万 | 21.3万股 | -3,737股-1.76% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.69% | 1.72% | $5,143.1万 | 67.6万股 | $4,757.3万 | 69.5万股 | -1.9万股-2.74% | 减仓 |
| IiShares安硕信托IXUS |
| 1.47% | 1.47% | $4,484.8万 | 47.0万股 | $4,071.7万 | 47.0万股 | -46股-0.01% | 减仓 |
 JOHNSON OUTDOORSJOUT |
| 1.44% | 1.6% | $4,376.1万 | 95.1万股 | $4,421.3万 | 95.1万股 | -113股-0.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.39% | 1.35% | $4,221.2万 | 5.6万股 | $3,719.9万 | 5.7万股 | -659股-1.16% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.33% | 0.98% | $4,030.1万 | 85.9万股 | $2,716.2万 | 57.7万股 | +28.2万股+48.82% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 1.3% | — | $3,939.8万 | 50.8万股 | $0 | 0股 | +50.8万股 | 新买入 |
 微软MSFT |
| 1.19% | 1.33% | $3,604.6万 | 9.7万股 | $3,685.0万 | 10.0万股 | -2,915股-2.93% | 减仓 |
| IiShares安硕·COREIJH |
| 1.15% | 1.08% | $3,486.6万 | 45.2万股 | $2,988.8万 | 44.3万股 | +9,571股+2.16% | 加仓 |
 英伟达NVDA |
| 1.01% | 0.98% | $3,082.8万 | 15.4万股 | $2,699.9万 | 15.5万股 | -734股-0.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.95% | $2,954.6万 | 8.4万股 | $2,626.0万 | 9.2万股 | -7,921股-8.65% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.72% | 0.7% | $2,188.1万 | 5.3万股 | $1,934.9万 | 5.4万股 | -832股-1.53% | 减仓 |
| G通用动力VTI |
| 0.67% | 0.64% | $2,036.7万 | 5.5万股 | $1,755.9万 | 5.5万股 | +306股+0.56% | 加仓 |
 泛林集团LRCX |
| 0.66% | 0.38% | $2,015.8万 | 4.6万股 | $1,058.8万 | 4.9万股 | -3,004股-6.07% | 减仓 |
| IiShares安硕信托DSI |
| 0.52% | 0.5% | $1,590.1万 | 11.2万股 | $1,378.2万 | 11.4万股 | -2,050股-1.80% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.68% | $1,415.4万 | 10.4万股 | $1,865.5万 | 11.0万股 | -6,433股-5.85% | 减仓 |
| IiShares安硕信托IEI |
| 0.46% | 0.55% | $1,397.1万 | 11.9万股 | $1,508.5万 | 12.7万股 | -8,245股-6.48% | 减仓 |
 强生JNJ |
| 0.45% | 0.49% | $1,379.6万 | 5.4万股 | $1,364.2万 | 5.6万股 | -1,488股-2.67% | 减仓 |
 亚马逊AMZN |
| 0.43% | 0.45% | $1,304.2万 | 5.5万股 | $1,232.3万 | 5.9万股 | -4,449股-7.52% | 减仓 |
 ALTRIAMO |
| 0.43% | 0.39% | $1,295.6万 | 17.7万股 | $1,086.6万 | 16.2万股 | +1.5万股+9.51% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.33% | $1,278.9万 | 1.2万股 | $923.3万 | 1.3万股 | -1,022股-7.84% | 减仓 |
 Meta平台META |
| 0.4% | 0.47% | $1,205.7万 | 2.1万股 | $1,295.4万 | 2.3万股 | -1,236股-5.46% | 减仓 |
 博通AVGO |
| 0.39% | 0.38% | $1,197.6万 | 3.2万股 | $1,038.3万 | 3.4万股 | -1,844股-5.50% | 减仓 |
 思科CSCO |
| 0.39% | 0.31% | $1,192.2万 | 10.1万股 | $867.0万 | 11.2万股 | -1.0万股-9.17% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.37% | 0.38% | $1,137.4万 | 11.8万股 | $1,039.5万 | 11.7万股 | +752股+0.64% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.37% | 0.04% | $1,119.9万 | 6.0万股 | $114.4万 | 7,376股 | +5.2万股+707.23% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.38% | $1,115.6万 | 3.4万股 | $1,045.2万 | 3.6万股 | -1,447股-4.07% | 减仓 |
 VisaV |
| 0.36% | 0.37% | $1,082.5万 | 3.2万股 | $1,013.2万 | 3.4万股 | -1,973股-5.89% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.35% | 0.38% | $1,064.6万 | 6.7万股 | $1,042.3万 | 7.0万股 | -3,008股-4.27% | 减仓 |
 谷歌AGOOGL |
| 0.35% | 0.34% | $1,055.4万 | 3.0万股 | $936.1万 | 3.3万股 | -3,020股-9.28% | 减仓 |
 实耐宝SNA |
| 0.34% | 0.33% | $1,046.3万 | 2.6万股 | $917.5万 | 2.5万股 | +742股+2.94% | 加仓 |
 宝洁PG |
| 0.34% | 0.35% | $1,021.4万 | 7.0万股 | $974.5万 | 6.7万股 | +2,184股+3.24% | 加仓 |
| IiShares安硕信托IWD |
| 0.33% | 0.45% | $994.5万 | 4.1万股 | $1,254.3万 | 5.9万股 | -1.8万股-30.11% | 减仓 |
 应用材料AMAT |
| 0.33% | 0.18% | $994.1万 | 1.4万股 | $495.7万 | 1.5万股 | -754股-5.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.49% | $981.9万 | 2.0万股 | $1,363.0万 | 2.8万股 | -8,821股-31.01% | 减仓 |
| IiShares安硕信托EFV |
| 0.31% | 0.33% | $949.0万 | 12.4万股 | $915.4万 | 12.3万股 | +850股+0.69% | 加仓 |
 礼来LLY |
| 0.29% | 0.26% | $893.2万 | 7,447股 | $715.8万 | 7,782股 | -335股-4.30% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.28% | 0.28% | $860.3万 | 7.8万股 | $771.3万 | 7.9万股 | -1,348股-1.70% | 减仓 |
 穆迪MCO |
| 0.28% | 0.32% | $858.9万 | 1.9万股 | $876.0万 | 2.0万股 | -1,117股-5.56% | 减仓 |
 艾伯维ABBV |
| 0.28% | 0.3% | $853.8万 | 3.4万股 | $818.9万 | 3.8万股 | -3,721股-9.88% | 减仓 |
| IiShares安硕·COREIJR |
| 0.28% | 0.25% | $851.4万 | 5.7万股 | $703.4万 | 5.7万股 | +819股+1.45% | 加仓 |
 PROGRESSIVEPGR |
| 0.26% | 0.24% | $801.5万 | 3.7万股 | $675.2万 | 3.4万股 | +2,632股+7.73% | 加仓 |
 安费诺APH |
| 0.26% | 0.26% | $798.2万 | 4.5万股 | $725.8万 | 5.7万股 | -1.2万股-21.15% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.26% | 0.98% | $798.0万 | 16.5万股 | $2,709.0万 | 55.9万股 | -39.4万股-70.41% | 减仓 |
