| IiShares安硕信托GVI |
| 12.99% | 12.92% | $3,721.9万 | 32.1万股 | $3,641.1万 | 31.1万股 | +1.0万股+3.23% | 加仓 |
| IiShares安硕信托IVV |
| 8.36% | 7.85% | $2,393.9万 | 6.0万股 | $2,211.8万 | 5.9万股 | +1,256股+2.13% | 加仓 |
| IiShares安硕信托AGG |
| 6.36% | 6.07% | $1,820.8万 | 16.0万股 | $1,712.2万 | 14.5万股 | +1.5万股+10.42% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 5.44% | 5.29% | $1,557.2万 | 7.0万股 | $1,490.3万 | 7.0万股 | -776股-1.10% | 减仓 |
| G高盛ETF信托GIGB |
| 3.93% | 3.88% | $1,126.4万 | 21.1万股 | $1,092.9万 | 19.4万股 | +1.7万股+8.63% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.39% | 3.36% | $969.9万 | 10.4万股 | $946.1万 | 9.7万股 | +6,868股+7.05% | 加仓 |
 微软MSFT |
| 3.3% | 2.87% | $946.1万 | 4.0万股 | $808.8万 | 3.6万股 | +3,770股+10.37% | 加仓 |
 亚马逊AMZN |
| 2.86% | 2.92% | $818.3万 | 2,645股 | $823.4万 | 2,528股 | +117股+4.63% | 加仓 |
| IiShares安硕·COREIJR |
| 2.07% | 1.67% | $594.5万 | 5.5万股 | $469.5万 | 5.1万股 | +3,690股+7.22% | 加仓 |
| NNCINONCNO |
| 1.31% | — | $376.7万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 Meta平台META |
| 1.3% | 1.18% | $372.3万 | 1.3万股 | $332.7万 | 1.2万股 | +462股+3.79% | 加仓 |
| SSHYFT GROUP INC COMSPARUSD |
| 1.2% | — | $345.2万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 谷歌AGOOGL |
| 1.16% | 0.96% | $332.6万 | 1,613股 | $269.9万 | 1,540股 | +73股+4.74% | 加仓 |
 强生JNJ |
| 0.89% | 0.8% | $254.5万 | 1.5万股 | $225.5万 | 1.4万股 | +1,161股+8.10% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 0.69% | $243.6万 | 1,178股 | $195.0万 | 1,113股 | +65股+5.84% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.85% | 0.87% | $243.3万 | 4.5万股 | $245.8万 | 4.5万股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.84% | 0.78% | $240.5万 | 1.0万股 | $219.1万 | 1.0万股 | +85股+0.82% | 加仓 |
 特斯拉TSLA |
| 0.82% | 0.84% | $234.9万 | 3,518股 | $237.0万 | 3,358股 | +160股+4.76% | 加仓 |
 SUMITOMO MITSUI FIN GRP SPONSORED ADRSMFG |
| 0.75% | 0.65% | $215.8万 | 29.8万股 | $183.4万 | 29.7万股 | +429股+0.14% | 加仓 |
 Truist金融TFC |
| 0.71% | 0.3% | $203.8万 | 3.5万股 | $84.6万 | 1.8万股 | +1.7万股+98.13% | 加仓 |
 联合健康UNH |
| 0.66% | 0.61% | $189.2万 | 5,086股 | $172.7万 | 4,926股 | +160股+3.25% | 加仓 |
| IiShares安硕信托IEUR |
| 0.65% | 0.57% | $185.2万 | 3.4万股 | $160.2万 | 3.1万股 | +3,090股+9.89% | 加仓 |
 宝洁PG |
| 0.64% | 0.7% | $182.8万 | 1.3万股 | $197.5万 | 1.4万股 | -695股-4.90% | 减仓 |
 VisaV |
| 0.62% | 0.62% | $177.4万 | 8,383股 | $175.0万 | 8,002股 | +381股+4.76% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.57% | 0.55% | $164.3万 | 3.0万股 | $156.0万 | 3.0万股 | +605股+2.03% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.59% | $163.2万 | 2.2万股 | $167.0万 | 2.3万股 | -1,370股-5.98% | 减仓 |
 英伟达NVDA |
| 0.57% | 0.55% | $162.4万 | 3,043股 | $156.0万 | 2,988股 | +55股+1.84% | 加仓 |
| S嘉信·USSCHP |
| 0.56% | 0.57% | $159.1万 | 2.6万股 | $161.6万 | 2.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.49% | $152.7万 | 5,981股 | $138.7万 | 5,981股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.49% | 0.33% | $140.7万 | 9,244股 | $93.8万 | 7,379股 | +1,865股+25.27% | 加仓 |
 万事达MA |
| 0.45% | 0.42% | $130.3万 | 3,661股 | $119.5万 | 3,349股 | +312股+9.32% | 加仓 |
| T赛默飞世尔TMO |
| 0.45% | 0.44% | $128.1万 | 2,807股 | $125.3万 | 2,690股 | +117股+4.35% | 加仓 |
 迪士尼DIS |
| 0.44% | 0.4% | $126.1万 | 6,838股 | $113.8万 | 6,279股 | +559股+8.90% | 加仓 |
 台积电TSM |
| 0.44% | 0.4% | $125.5万 | 1.1万股 | $111.4万 | 1.0万股 | +395股+3.87% | 加仓 |
 艾伯维ABBV |
| 0.44% | 0.13% | $124.9万 | 1.2万股 | $35.7万 | 3,335股 | +8,208股+246.12% | 加仓 |
 PAYPAL COMPYPL |
| 0.43% | 0.4% | $123.5万 | 5,086股 | $112.7万 | 4,812股 | +274股+5.69% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.43% | 0.39% | $123.3万 | 1.3万股 | $111.2万 | 1.3万股 | +327股+2.50% | 加仓 |
 英特尔INTC |
| 0.43% | 0.23% | $123.0万 | 1.9万股 | $65.2万 | 1.3万股 | +6,126股+46.78% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.41% | 0.37% | $117.6万 | 1.8万股 | $105.3万 | 1.6万股 | +1,325股+8.10% | 加仓 |
| IiShares安硕·COREIJH |
| 0.41% | 0.36% | $116.2万 | 4,466股 | $102.5万 | 4,459股 | +7股+0.16% | 加仓 |
 ADOBE COMADBE |
| 0.39% | 0.41% | $112.0万 | 2,358股 | $115.5万 | 2,309股 | +49股+2.12% | 加仓 |
| IiShares安硕IEMG |
| 0.36% | 0.31% | $104.5万 | 1.6万股 | $87.9万 | 1.4万股 | +2,077股+14.65% | 加仓 |
| VV FVFC |
| 0.35% | — | $99.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 雪佛龙CVX |
| 0.34% | 0.26% | $98.4万 | 9,396股 | $73.6万 | 8,716股 | +680股+7.80% | 加仓 |
 NETFLIXNFLX |
| 0.34% | 0.34% | $98.0万 | 1,879股 | $96.1万 | 1,777股 | +102股+5.74% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.32% | $95.0万 | 2,398股 | $89.7万 | 2,398股 | 00.00% | 持仓不变 |
 福特F |
| 0.33% | 0.24% | $94.7万 | 7.7万股 | $66.5万 | 7.6万股 | +1,653股+2.18% | 加仓 |
 家得宝HD |
| 0.33% | 0.27% | $94.5万 | 3,098股 | $75.8万 | 2,852股 | +246股+8.63% | 加仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.3% | $91.6万 | 4,283股 | $83.4万 | 4,284股 | -1股-0.02% | 减仓 |
 赛富时CRM |
| 0.32% | 0.34% | $90.7万 | 4,285股 | $96.8万 | 4,351股 | -66股-1.52% | 减仓 |
