| IiShares安硕信托IVV |
| 18.88% | 18.96% | $2.37亿 | 31.6万股 | $2.11亿 | 32.3万股 | -6,302股-1.95% | 减仓 |
| IiShares安硕信托IEFA |
| 9.32% | 9.7% | $1.17亿 | 121.0万股 | $1.08亿 | 119.1万股 | +1.9万股+1.61% | 加仓 |
| IiShares安硕·COREIJH |
| 6.84% | 6.79% | $8,579.8万 | 111.3万股 | $7,546.5万 | 111.7万股 | -4,835股-0.43% | 减仓 |
| IiShares安硕·COREIJR |
| 4.5% | 4.28% | $5,647.9万 | 38.1万股 | $4,751.1万 | 38.2万股 | -1,383股-0.36% | 减仓 |
| S嘉信·USSCHX |
| 4.31% | 4.3% | $5,412.8万 | 183.9万股 | $4,773.8万 | 186.2万股 | -2.3万股-1.22% | 减仓 |
| S道富SPMD |
| 3.88% | 3.62% | $4,865.9万 | 72.0万股 | $4,023.6万 | 67.9万股 | +4.1万股+6.00% | 加仓 |
 苹果AAPL |
| 2.75% | 2.74% | $3,447.6万 | 11.9万股 | $3,042.5万 | 12.0万股 | -734股-0.61% | 减仓 |
| S道富SPSM |
| 2.73% | 2.48% | $3,424.8万 | 59.4万股 | $2,755.5万 | 57.0万股 | +2.4万股+4.14% | 加仓 |
| IiShares安硕IEMG |
| 2.4% | 2.29% | $3,016.5万 | 36.4万股 | $2,548.6万 | 36.5万股 | -1,248股-0.34% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.23% | 2.47% | $2,792.4万 | 47.3万股 | $2,750.4万 | 46.2万股 | +1.2万股+2.51% | 加仓 |
 谷歌AGOOGL |
| 2.07% | 1.93% | $2,596.6万 | 7.3万股 | $2,144.4万 | 7.5万股 | -1,913股-2.57% | 减仓 |
| S嘉信策略信托SCHM |
| 2.01% | 1.94% | $2,519.7万 | 68.3万股 | $2,153.4万 | 69.6万股 | -1.2万股-1.75% | 减仓 |
 美光科技MU |
| 1.72% | 0.66% | $2,153.3万 | 1.9万股 | $736.1万 | 2.2万股 | -3,133股-14.38% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.71% | 1.9% | $2,140.2万 | 25.9万股 | $2,115.8万 | 25.6万股 | +3,265股+1.28% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.69% | 1.67% | $2,124.2万 | 62.8万股 | $1,855.3万 | 63.7万股 | -9,181股-1.44% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.54% | 1.68% | $1,932.5万 | 41.3万股 | $1,865.6万 | 39.7万股 | +1.5万股+3.90% | 加仓 |
 微软MSFT |
| 1.48% | 1.65% | $1,862.3万 | 5.0万股 | $1,832.3万 | 5.0万股 | +426股+0.86% | 加仓 |
 iShares安硕·MBSACGL |
| 1.45% | 1.63% | $1,813.5万 | 19.2万股 | $1,806.7万 | 19.0万股 | +1,585股+0.83% | 加仓 |
| S嘉信·USSCHA |
| 1.39% | 1.27% | $1,737.5万 | 48.1万股 | $1,414.7万 | 48.6万股 | -5,598股-1.15% | 减仓 |
 英伟达NVDA |
| 1.34% | 1.38% | $1,681.2万 | 8.4万股 | $1,529.4万 | 8.8万股 | -3,670股-4.19% | 减仓 |
| S嘉信策略信托SCHF |
| 1.31% | 1.35% | $1,641.7万 | 59.3万股 | $1,495.6万 | 60.4万股 | -1.2万股-1.92% | 减仓 |
 摩根大通JPM |
| 1.3% | 1.32% | $1,627.7万 | 5.0万股 | $1,468.0万 | 5.0万股 | -176股-0.35% | 减仓 |
 亚马逊AMZN |
| 1.24% | 1.22% | $1,554.9万 | 6.5万股 | $1,352.6万 | 6.5万股 | +297股+0.46% | 加仓 |
 好市多COST |
| 1% | 1.2% | $1,248.5万 | 1.3万股 | $1,338.2万 | 1.3万股 | -83股-0.62% | 减仓 |
 iShares安硕信托AFL |
| 0.65% | 0.75% | $809.6万 | 7.4万股 | $835.8万 | 7.6万股 | -2,089股-2.74% | 减仓 |
 万事达MA |
| 0.62% | 0.7% | $783.1万 | 1.5万股 | $778.9万 | 1.6万股 | -343股-2.20% | 减仓 |
 强生JNJ |
| 0.55% | 0.59% | $695.1万 | 2.7万股 | $659.9万 | 2.7万股 | +371股+1.37% | 加仓 |
| IiShares安硕信托IVW |
| 0.55% | 0.53% | $688.5万 | 5.0万股 | $590.4万 | 5.2万股 | -2,139股-4.10% | 减仓 |
| V先锋领航·MIDVO |
| 0.51% | 0.52% | $637.6万 | 7.9万股 | $579.4万 | 2.0万股 | +5.9万股+292.30% | 加仓 |
 UNITED RENTALSURI |
| 0.5% | 0.39% | $629.3万 | 5,554股 | $429.4万 | 5,893股 | -339股-5.75% | 减仓 |
| IiShares安硕信托AGG |
| 0.5% | 0.58% | $629.0万 | 6.4万股 | $639.6万 | 6.4万股 | -875股-1.36% | 减仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.45% | $554.1万 | 8,068股 | $503.0万 | 8,418股 | -350股-4.16% | 减仓 |
| T赛默飞世尔TMO |
| 0.44% | 0.5% | $552.7万 | 1.1万股 | $550.8万 | 1.1万股 | -183股-1.63% | 减仓 |
 CrowdStrikeCRWD |
| 0.41% | 0.26% | $512.1万 | 6,711股 | $285.9万 | 7,323股 | -612股-8.36% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.39% | $508.7万 | 6,812股 | $436.8万 | 6,717股 | +95股+1.41% | 加仓 |
 雪佛龙CVX |
| 0.4% | 0.56% | $501.0万 | 3.0万股 | $619.2万 | 3.0万股 | +294股+0.98% | 加仓 |
 卡特彼勒CAT |
| 0.38% | 0.28% | $481.4万 | 4,521股 | $310.3万 | 4,381股 | +140股+3.20% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.35% | 0.35% | $439.1万 | 12.6万股 | $383.7万 | 12.6万股 | +339股+0.27% | 加仓 |
 艾伯维ABBV |
| 0.34% | 0.33% | $432.6万 | 1.7万股 | $369.5万 | 1.7万股 | +200股+1.18% | 加仓 |
| S嘉信策略信托SCHE |
| 0.34% | 0.36% | $430.3万 | 11.9万股 | $395.9万 | 12.0万股 | -1,493股-1.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.34% | $405.6万 | 8,106股 | $381.3万 | 7,956股 | +150股+1.89% | 加仓 |
 特灵科技TT |
| 0.32% | 0.3% | $396.3万 | 8,068股 | $337.5万 | 8,099股 | -31股-0.38% | 减仓 |
| IIBMIBM |
| 0.31% | 0.3% | $390.4万 | 1.4万股 | $332.3万 | 1.4万股 | +175股+1.28% | 加仓 |
 联合太平洋铁路UNP |
| 0.31% | 0.32% | $388.2万 | 1.4万股 | $350.3万 | 1.4万股 | -166股-1.15% | 减仓 |
 特斯拉TSLA |
| 0.3% | 0.3% | $381.9万 | 9,079股 | $334.8万 | 9,007股 | +72股+0.80% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.3% | 0.29% | $375.2万 | 3.2万股 | $321.8万 | 3.3万股 | -1,333股-4.06% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.29% | 0.31% | $369.7万 | 1.6万股 | $349.1万 | 1.7万股 | -253股-1.53% | 减仓 |
 宝洁PG |
| 0.26% | 0.28% | $325.8万 | 2.2万股 | $315.3万 | 2.2万股 | +383股+1.75% | 加仓 |
 埃克森美孚XOM |
| 0.25% | 0.35% | $317.2万 | 2.3万股 | $389.3万 | 2.3万股 | +257股+1.12% | 加仓 |
 沃尔玛WMT |
| 0.25% | 0.3% | $310.0万 | 2.7万股 | $332.0万 | 2.7万股 | +661股+2.47% | 加仓 |
