| IiShares安硕信托IVV |
| 6.53% | 11.86% | $4,600.6万 | 6.1万股 | $4,687.5万 | 7.5万股 | -1.4万股-18.44% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.66% | 3.96% | $3,280.5万 | 9.3万股 | $1,564.6万 | 5.7万股 | +3.6万股+63.94% | 加仓 |
 苹果AAPL |
| 4.59% | 4.08% | $3,233.1万 | 11.2万股 | $1,613.1万 | 6.8万股 | +4.4万股+64.13% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 4.25% | 8.72% | $2,995.4万 | 40股 | $3,447.1万 | 48股 | -8股-16.67% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.98% | 1% | $2,804.0万 | 13.2万股 | $393.4万 | 2.2万股 | +11.0万股+508.84% | 加仓 |
 微软MSFT |
| 3.07% | 3.82% | $2,160.5万 | 5.8万股 | $1,511.0万 | 3.9万股 | +1.9万股+50.36% | 加仓 |
 亚马逊AMZN |
| 2.04% | 2.99% | $1,434.3万 | 6.0万股 | $1,181.3万 | 5.5万股 | +4,816股+8.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2% | 2.5% | $1,407.1万 | 2.8万股 | $985.8万 | 2.0万股 | +7,651股+37.38% | 加仓 |
 谷歌AGOOGL |
| 1.99% | 1.27% | $1,403.3万 | 3.9万股 | $502.3万 | 1.9万股 | +2.1万股+110.21% | 加仓 |
| AAMERICAN FUNDS AMERICAN BALANCED F2AMBFX |
| 1.74% | 1.72% | $1,228.6万 | 30.0万股 | $681.3万 | 18.5万股 | +11.5万股+62.38% | 加仓 |
| V先锋领航指数基金VTV |
| 1.62% | 1.34% | $1,138.8万 | 5.2万股 | $531.1万 | 2.7万股 | +2.5万股+93.03% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.57% | 0.79% | $1,107.7万 | 13.5万股 | $311.1万 | 4.9万股 | +8.6万股+175.57% | 加仓 |
| TT ROWE PRICE CAPITAL APPRECIATION ITRAIX |
| 1.56% | 1.34% | $1,096.4万 | 28.9万股 | $530.0万 | 15.3万股 | +13.6万股+88.94% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.53% | — | $1,080.4万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
| AAMERICAN FUNDS CAPITAL INCOME BLDR F2CAIFX |
| 1.48% | 1.31% | $1,040.2万 | 12.7万股 | $519.2万 | 6.7万股 | +6.0万股+89.93% | 加仓 |
| AAMERICAN FUNDS GROWTH FUND OF AMER F2GFFFX |
| 1.4% | 1.27% | $985.0万 | 11.2万股 | $500.4万 | 6.8万股 | +4.4万股+65.32% | 加仓 |
| V先锋领航指数基金VUG |
| 1.26% | 0.92% | $889.0万 | 10.3万股 | $365.2万 | 8,360股 | +9.5万股+1,134.45% | 加仓 |
| AAMERICAN FUNDS INCOME FUND OF AMER F2AMEFX |
| 1.23% | 1.11% | $866.9万 | 31.8万股 | $439.6万 | 16.5万股 | +15.3万股+92.60% | 加仓 |
 英伟达NVDA |
| 1.22% | 0.83% | $858.8万 | 4.3万股 | $329.1万 | 1.9万股 | +2.4万股+122.84% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 0.71% | $807.3万 | 1.1万股 | $278.9万 | 4,298股 | +6,509股+151.44% | 加仓 |
| BBRANDES INTERNATIONAL ETF (USD)BINV |
| 1.14% | — | $801.9万 | 19.1万股 | $0 | 0股 | +19.1万股 | 新买入 |
| AAMERICAN FUNDS INVMT CO OF AMER F2ICAFX |
| 1.09% | 0.95% | $769.1万 | 11.3万股 | $374.1万 | 6.3万股 | +5.0万股+79.10% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.06% | 0.82% | $747.1万 | 3.2万股 | $322.2万 | 1.5万股 | +1.7万股+110.75% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.05% | 0.43% | $742.6万 | 9.0万股 | $168.9万 | 2.0万股 | +7.0万股+342.16% | 加仓 |
| AAMERICAN FUNDS INVMT COFFICX |
| 1.03% | 1.05% | $723.0万 | 10.6万股 | $415.2万 | 7.0万股 | +3.6万股+51.67% | 加仓 |
| V先锋领航指数基金VB |
| 0.88% | 0.72% | $616.8万 | 2.0万股 | $284.3万 | 1.1万股 | +9,495股+87.48% | 加仓 |
 摩根大通JPM |
| 0.87% | 0.68% | $613.8万 | 1.9万股 | $269.0万 | 9,150股 | +9,601股+104.93% | 加仓 |
| FFIDELITY CONTRAFUNDFCNTX |
| 0.87% | 0.71% | $613.0万 | 22.9万股 | $282.0万 | 12.3万股 | +10.6万股+86.22% | 加仓 |
| DDFA U.S. Small Cap Value PortfolioDFSVX |
| 0.85% | 0.71% | $596.9万 | 9.8万股 | $282.0万 | 5.1万股 | +4.7万股+91.50% | 加仓 |
| AAMERICAN FUNDS GROWTH FUND OF AMER F3GAFFX |
| 0.83% | 0.78% | $584.8万 | 6.6万股 | $309.3万 | 4.2万股 | +2.5万股+58.73% | 加仓 |
 Meta平台META |
| 0.81% | 1.63% | $572.3万 | 1.0万股 | $643.4万 | 1.1万股 | -568股-5.30% | 减仓 |
| AAMERICAN FUNDS INCOME FUND OF AMER F3FIFAX |
| 0.76% | 0.66% | $536.9万 | 19.7万股 | $260.3万 | 9.8万股 | +9.9万股+101.38% | 加仓 |
| VVANGUARD DIVIDEND GROWTH FUND INVVDIGX |
| 0.76% | 0.78% | $532.2万 | 16.9万股 | $307.8万 | 10.6万股 | +6.3万股+59.25% | 加仓 |
| DDIMENSIONAL US LARGE CAPVALUE ETFDFLVX |
| 0.75% | 0.63% | $527.6万 | 8.1万股 | $248.7万 | 4.3万股 | +3.9万股+90.38% | 加仓 |
| AAMERICAN FUNDS CAPITAL ICFIHX |
| 0.74% | 0.65% | $522.4万 | 6.4万股 | $255.9万 | 3.3万股 | +3.1万股+93.49% | 加仓 |
| IiShares安硕信托EFG |
| 0.7% | — | $489.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| BBNY DREYFUS MONEY MARKET INCOME FUND WEALTH CLASSGMMXX |
| 0.68% | 0.99% | $479.4万 | 479.4万股 | $390.2万 | 390.2万股 | +89.2万股+22.87% | 加仓 |
 艾伯维ABBV |
| 0.63% | 0.59% | $440.6万 | 1.8万股 | $232.7万 | 1.2万股 | +5,868股+50.41% | 加仓 |
 特斯拉TSLA |
| 0.62% | 0.44% | $436.5万 | 1.0万股 | $172.6万 | 4,663股 | +5,714股+122.54% | 加仓 |
| BBANK OF AMERBAC |
| 0.61% | 0.5% | $429.1万 | 7.5万股 | $197.9万 | 4.1万股 | +3.5万股+85.45% | 加仓 |
 思科CSCO |
| 0.54% | 0.38% | $382.7万 | 3.3万股 | $151.3万 | 2.0万股 | +1.3万股+63.05% | 加仓 |
| AAMERICAN FUNDS AMERICAN BALANCED F3AFMBX |
| 0.52% | 0.5% | $368.7万 | 9.0万股 | $196.1万 | 5.3万股 | +3.7万股+69.25% | 加仓 |
 高盛GS |
| 0.51% | 0.37% | $356.5万 | 3,525股 | $147.0万 | 1,755股 | +1,770股+100.85% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.5% | — | $349.7万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.49% | — | $347.3万 | 4,716股 | $0 | 0股 | +4,716股 | 新买入 |
| IiShares安硕信托SHV |
| 0.49% | 0.83% | $341.9万 | 3.1万股 | $327.0万 | 3.0万股 | +1,366股+4.61% | 加仓 |
| IiShares安硕信托SGOV |
| 0.48% | 0.02% | $337.8万 | 3.4万股 | $6.2万 | 613股 | +3.3万股+5,373.25% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.47% | 0.95% | $329.3万 | 6,304股 | $375.8万 | 8,113股 | -1,809股-22.30% | 减仓 |
 强生JNJ |
| 0.45% | 0.45% | $319.3万 | 1.3万股 | $177.1万 | 1.0万股 | +2,254股+21.84% | 加仓 |
| AAMERICAN FUNDS EUROPACIFFEUPX |
| 0.43% | 0.38% | $300.2万 | 4.7万股 | $149.8万 | 2.5万股 | +2.2万股+85.01% | 加仓 |
