| IiShares安硕信托IVV |
| 46.16% | 45.13% | $4.72亿 | 63.0万股 | $4.14亿 | 62.9万股 | +938股+0.15% | 加仓 |
| IiShares安硕信托IEFA |
| 20.68% | 21.72% | $2.11亿 | 218.8万股 | $1.99亿 | 216.7万股 | +2.1万股+0.97% | 加仓 |
| IiShares安硕IEMG |
| 9.96% | 9.45% | $1.02亿 | 122.9万股 | $8,661.2万 | 123.2万股 | -3,863股-0.31% | 减仓 |
| IiShares安硕·COREIJH |
| 6.85% | 6.79% | $6,998.1万 | 90.8万股 | $6,228.1万 | 91.5万股 | -6,993股-0.76% | 减仓 |
| G高盛ETF信托GSEW |
| 4.59% | 4.52% | $4,688.2万 | 49.7万股 | $4,145.4万 | 48.8万股 | +8,716股+1.79% | 加仓 |
 麦当劳MCD |
| 3.37% | 4.27% | $3,447.8万 | 12.8万股 | $3,913.2万 | 12.7万股 | +204股+0.16% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.34% | 2.36% | $2,389.4万 | 28.5万股 | $2,163.4万 | 28.4万股 | +985股+0.35% | 加仓 |
 英伟达NVDA |
| 0.91% | 1% | $931.6万 | 4.7万股 | $916.8万 | 5.2万股 | -5,606股-10.75% | 减仓 |
| MMATSON INC COM NPVMATX |
| 0.76% | 0.67% | $771.8万 | 4.0万股 | $617.4万 | 3.7万股 | +2,712股+7.24% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.6% | 0.57% | $612.5万 | 4.8万股 | $523.7万 | 4.7万股 | +608股+1.29% | 加仓 |
 苹果AAPL |
| 0.56% | 0.43% | $576.3万 | 2.0万股 | $392.1万 | 1.5万股 | +4,578股+29.85% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.39% | 0.38% | $397.2万 | 2.5万股 | $350.3万 | 2.5万股 | +219股+0.87% | 加仓 |
 微软MSFT |
| 0.35% | 0.38% | $359.4万 | 9,636股 | $350.7万 | 9,495股 | +141股+1.48% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.31% | $319.3万 | 9,755股 | $286.9万 | 9,714股 | +41股+0.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.21% | $187.8万 | 3,754股 | $189.7万 | 3,964股 | -210股-5.30% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.14% | $144.0万 | 1,928股 | $125.0万 | 1,907股 | +21股+1.10% | 加仓 |
 强生JNJ |
| 0.11% | 0.11% | $107.5万 | 4,232股 | $103.0万 | 4,219股 | +13股+0.31% | 加仓 |
 好市多COST |
| 0.1% | 0.11% | $98.1万 | 1,049股 | $104.3万 | 1,047股 | +2股+0.19% | 加仓 |
 FIRST HAWAIIANFHB |
| 0.09% | 0.09% | $94.1万 | 3.2万股 | $80.4万 | 3.2万股 | -100股-0.31% | 减仓 |
| BBANK OF AMERBAC |
| 0.08% | 0.08% | $86.1万 | 1.5万股 | $74.1万 | 1.5万股 | +56股+0.37% | 加仓 |
 英特尔INTC |
| 0.08% | 0.03% | $84.0万 | 6,017股 | $28.8万 | 6,002股 | +15股+0.25% | 加仓 |
 AMD超威AMD |
| 0.08% | 0.03% | $83.2万 | 1,432股 | $30.0万 | 1,425股 | +7股+0.49% | 加仓 |
 TOYOTA MOTOR ADSTM |
| 0.07% | 0.1% | $76.2万 | 4,525股 | $94.8万 | 4,523股 | +2股+0.04% | 加仓 |
| IiShares安硕信托IEI |
| 0.06% | 0.06% | $59.4万 | 4,941股 | $58.2万 | 4,868股 | +73股+1.50% | 加仓 |
 亚马逊AMZN |
| 0.06% | 0.04% | $56.4万 | 2,367股 | $37.9万 | 1,799股 | +568股+31.57% | 加仓 |
| IIBMIBM |
| 0.05% | 0.05% | $55.8万 | 1,983股 | $47.6万 | 1,959股 | +24股+1.23% | 加仓 |
 德州仪器TXN |
| 0.04% | 0.03% | $44.9万 | 1,505股 | $29.5万 | 1,505股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.04% | 0.04% | $44.1万 | 1,235股 | $35.0万 | 1,177股 | +58股+4.93% | 加仓 |
 台积电TSM |
| 0.04% | 0.03% | $41.0万 | 859股 | $29.0万 | 850股 | +9股+1.06% | 加仓 |
 GE航空GE |
| 0.04% | 0.03% | $39.8万 | 1,064股 | $30.3万 | 1,037股 | +27股+2.60% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.04% | 0.04% | $39.1万 | 4,183股 | $36.6万 | 3,938股 | +245股+6.22% | 加仓 |
| IiShares安硕信托SHYG |
| 0.04% | 0.04% | $37.5万 | 8,833股 | $34.6万 | 8,204股 | +629股+7.67% | 加仓 |
 特斯拉TSLA |
| 0.04% | 0.03% | $37.1万 | 883股 | $28.0万 | 735股 | +148股+20.14% | 加仓 |
 ADPADP |
| 0.04% | — | $35.8万 | 1,600股 | $0 | 0股 | +1,600股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.03% | 0.03% | $34.6万 | 3,600股 | $26.2万 | 3,600股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.03% | 0.04% | $32.8万 | 1,968股 | $33.7万 | 1,963股 | +5股+0.25% | 加仓 |
 林德LIN |
| 0.03% | 0.03% | $31.6万 | 609股 | $29.9万 | 606股 | +3股+0.50% | 加仓 |
 ShopifySHOP |
| 0.03% | 0.04% | $31.3万 | 2,737股 | $32.4万 | 2,737股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.03% | 0.03% | $31.0万 | 264股 | $23.1万 | 258股 | +6股+2.33% | 加仓 |
 雪佛龙CVX |
| 0.02% | 0.03% | $21.9万 | 1,322股 | $25.7万 | 1,301股 | +21股+1.61% | 加仓 |
 威瑞森VZ |
| 0.02% | 0.03% | $21.8万 | 5,155股 | $25.5万 | 5,155股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.02% | 0.02% | $21.0万 | 1,500股 | $17.3万 | 1,500股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.02% | 0.01% | $20.8万 | 483股 | $8.2万 | 482股 | +1股+0.21% | 加仓 |
| MMODINE MFGMOD |
| 0.02% | 0.02% | $20.0万 | 750股 | $16.7万 | 750股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.02% | 0.02% | $19.4万 | 1,416股 | $21.5万 | 1,338股 | +78股+5.83% | 加仓 |
 NETFLIXNFLX |
| 0.02% | 0.02% | $16.7万 | 2,340股 | $19.1万 | 2,000股 | +340股+17.00% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.02% | 0.02% | $16.5万 | 2,756股 | $14.9万 | 2,756股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.02% | 0.02% | $16.4万 | 291股 | $16.0万 | 277股 | +14股+5.05% | 加仓 |
 宝洁PG |
| 0.02% | 0.02% | $16.4万 | 1,116股 | $16.0万 | 1,111股 | +5股+0.45% | 加仓 |
 福特F |
| 0.02% | 0.01% | $15.9万 | 1.1万股 | $13.3万 | 1.1万股 | +55股+0.48% | 加仓 |
