| IiShares安硕信托IVV |
| 14.65% | 14.55% | $1.32亿 | 17.6万股 | $1.19亿 | 18.3万股 | -6,624股-3.63% | 减仓 |
 AVANTIS INTLNGG |
| 5.94% | 6.35% | $5,345.2万 | 59.9万股 | $5,203.3万 | 61.3万股 | -1.4万股-2.29% | 减仓 |
| A美国世纪ETF信托AVUS |
| 5.09% | 4.96% | $4,578.0万 | 35.7万股 | $4,063.3万 | 36.5万股 | -8,038股-2.20% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 4.15% | 3.83% | $3,730.3万 | 73.8万股 | $3,140.8万 | 63.0万股 | +10.8万股+17.15% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.1% | 4.04% | $3,690.3万 | 62.6万股 | $3,310.3万 | 55.6万股 | +7.0万股+12.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.86% | 3.68% | $3,469.9万 | 4.6万股 | $3,014.9万 | 4.6万股 | +107股+0.23% | 加仓 |
 苹果AAPL |
| 3.54% | 3.43% | $3,186.9万 | 11.0万股 | $2,811.6万 | 11.1万股 | -648股-0.58% | 减仓 |
| IiShares安硕信托IDEV |
| 3.33% | 3.49% | $2,996.7万 | 33.7万股 | $2,858.4万 | 34.2万股 | -5,369股-1.57% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.26% | 2.03% | $2,034.6万 | 21.1万股 | $1,664.0万 | 20.7万股 | +4,362股+2.11% | 加仓 |
| IiShares安硕信托AOR |
| 2.14% | 1.98% | $1,924.9万 | 27.7万股 | $1,619.4万 | 25.2万股 | +2.5万股+10.06% | 加仓 |
| IiShares安硕IEMG |
| 2.06% | 1.91% | $1,850.7万 | 22.3万股 | $1,565.5万 | 22.4万股 | -1,034股-0.46% | 减仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 1.56% | 1.28% | $1,400.0万 | 5.5万股 | $1,050.4万 | 4.7万股 | +8,199股+17.39% | 加仓 |
 英伟达NVDA |
| 1.41% | 1.34% | $1,264.5万 | 6.3万股 | $1,100.6万 | 6.3万股 | +86股+0.14% | 加仓 |
| A美国世纪ETF信托DSPY |
| 1.36% | 1.41% | $1,224.7万 | 18.7万股 | $1,154.8万 | 19.3万股 | -5,834股-3.03% | 减仓 |
| AAvantis·U SAVUV |
| 1.26% | 1.24% | $1,132.4万 | 9.1万股 | $1,014.7万 | 9.2万股 | -1,087股-1.18% | 减仓 |
| IiShares安硕信托IEFA |
| 1.23% | 1.32% | $1,105.0万 | 11.4万股 | $1,085.1万 | 12.0万股 | -5,442股-4.54% | 减仓 |
| IiShares黄金信托IAU |
| 1.21% | 1.65% | $1,083.7万 | 14.4万股 | $1,353.7万 | 15.4万股 | -1.0万股-6.53% | 减仓 |
 TRIMBLE COMTRMB |
| 1.2% | 1.68% | $1,079.4万 | 21.1万股 | $1,375.8万 | 21.1万股 | -14股-0.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.02% | $1,024.9万 | 2.9万股 | $835.3万 | 2.9万股 | -111股-0.38% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.12% | 1.16% | $1,007.0万 | 14.1万股 | $947.7万 | 14.8万股 | -6,558股-4.43% | 减仓 |
| IiShares安硕信托GVI |
| 1.11% | 1.23% | $996.1万 | 9.3万股 | $1,004.6万 | 9.5万股 | -2,077股-2.19% | 减仓 |
| G通用动力VTI |
| 0.98% | 1.02% | $884.7万 | 2.4万股 | $838.3万 | 2.6万股 | -2,223股-8.51% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.87% | 0.82% | $783.4万 | 5.9万股 | $669.1万 | 6.0万股 | -358股-0.60% | 减仓 |
| V先锋领航指数基金VOO |
| 0.82% | 0.8% | $737.4万 | 1.1万股 | $656.2万 | 1.1万股 | -244股-2.22% | 减仓 |
 亚马逊AMZN |
| 0.74% | 0.73% | $665.0万 | 2.8万股 | $595.5万 | 2.9万股 | -693股-2.42% | 减仓 |
 谷歌AGOOGL |
| 0.73% | 0.63% | $659.9万 | 1.8万股 | $514.1万 | 1.8万股 | +588股+3.29% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.64% | 0.65% | $573.8万 | 5.6万股 | $530.0万 | 5.5万股 | +387股+0.70% | 加仓 |
 微软MSFT |
| 0.63% | 0.7% | $566.0万 | 1.5万股 | $577.6万 | 1.6万股 | -430股-2.76% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.6% | 0.66% | $537.2万 | 5.2万股 | $539.9万 | 5.6万股 | -3,872股-6.97% | 减仓 |
| IiShares安硕·COREIJH |
| 0.59% | 0.58% | $533.3万 | 6.9万股 | $477.7万 | 7.1万股 | -1,567股-2.22% | 减仓 |
 博通AVGO |
| 0.59% | 0.53% | $526.4万 | 1.4万股 | $437.6万 | 1.4万股 | -204股-1.44% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.58% | 0.57% | $520.2万 | 1.7万股 | $465.0万 | 1.9万股 | -1,436股-7.66% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.58% | 0.39% | $519.9万 | 1.2万股 | $317.8万 | 1.9万股 | -7,310股-37.76% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.54% | 0.52% | $485.5万 | 3.1万股 | $428.9万 | 3.1万股 | -66股-0.21% | 减仓 |
 台积电TSM |
| 0.53% | 0.41% | $479.7万 | 1.0万股 | $334.9万 | 9,909股 | +136股+1.37% | 加仓 |
 泛林集团LRCX |
| 0.49% | 0.27% | $442.4万 | 1.0万股 | $224.4万 | 1.1万股 | -292股-2.78% | 减仓 |
| V先锋领航全球基金MGV |
| 0.46% | 0.61% | $416.2万 | 2.5万股 | $497.0万 | 3.4万股 | -8,828股-25.75% | 减仓 |
 礼来LLY |
| 0.45% | 0.39% | $406.7万 | 3,390股 | $318.5万 | 3,463股 | -73股-2.11% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.42% | $371.4万 | 1.1万股 | $340.2万 | 1.2万股 | -219股-1.89% | 减仓 |
| NNUVEEN ESGNUSC |
| 0.4% | 0.44% | $357.1万 | 6.9万股 | $362.1万 | 8.0万股 | -1.2万股-14.74% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.39% | 0.36% | $353.5万 | 2.3万股 | $297.8万 | 2.2万股 | +995股+4.62% | 加仓 |
 英特尔INTC |
| 0.39% | 0.19% | $352.2万 | 2.5万股 | $151.7万 | 3.4万股 | -9,149股-26.62% | 减仓 |
 美光科技MU |
| 0.39% | 0.13% | $348.2万 | 3,017股 | $106.8万 | 3,163股 | -146股-4.62% | 减仓 |
| IiShares安硕信托XVV |
| 0.36% | 0.38% | $327.4万 | 5.8万股 | $309.0万 | 6.3万股 | -5,124股-8.16% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.35% | 0.27% | $314.1万 | 1.6万股 | $219.1万 | 1.6万股 | 00.00% | 持仓不变 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.34% | 0.48% | $307.1万 | 6.1万股 | $393.3万 | 8.6万股 | -2.5万股-28.94% | 减仓 |
 应用材料AMAT |
| 0.34% | 0.18% | $305.2万 | 4,222股 | $149.5万 | 4,373股 | -151股-3.45% | 减仓 |
| I景顺QQQ信托VOO |
| 0.33% | 0.24% | $299.2万 | 4,063股 | $197.1万 | 3,415股 | +648股+18.98% | 加仓 |
 Meta平台META |
| 0.32% | 0.37% | $288.9万 | 5,130股 | $306.8万 | 5,363股 | -233股-4.34% | 减仓 |
 AMD超威AMD |
| 0.31% | 0.21% | $278.2万 | 4,788股 | $171.3万 | 8,421股 | -3,633股-43.14% | 减仓 |
