| IiShares安硕·RUSSELLIWF |
| 9.05% | 8.27% | $2,022.0万 | 16.3万股 | $1,670.3万 | 3.9万股 | +12.4万股+315.72% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.97% | 7.15% | $1,558.7万 | 9.9万股 | $1,444.2万 | 9.8万股 | +1,118股+1.15% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.88% | 5.73% | $1,313.8万 | 16.6万股 | $1,156.4万 | 14.6万股 | +2.0万股+13.96% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 5.03% | 4.85% | $1,123.4万 | 13.7万股 | $978.8万 | 11.9万股 | +1.8万股+15.41% | 加仓 |
| IiShares安硕信托IWD |
| 3.75% | 3.42% | $837.2万 | 3.5万股 | $690.1万 | 3.2万股 | +2,238股+6.93% | 加仓 |
| IiShares安硕IEMG |
| 3.67% | 3.34% | $820.1万 | 9.9万股 | $674.4万 | 9.7万股 | +2,307股+2.39% | 加仓 |
 苹果AAPL |
| 3.09% | 2.81% | $690.2万 | 2.4万股 | $567.5万 | 2.2万股 | +1,493股+6.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.73% | 2.91% | $609.5万 | 1.2万股 | $588.0万 | 1.2万股 | -89股-0.73% | 减仓 |
| SSPDR黄金信托GLD |
| 2.46% | 3.08% | $550.8万 | 1.5万股 | $621.9万 | 1.4万股 | +499股+3.45% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.55% | 1.54% | $346.5万 | 3.3万股 | $310.6万 | 3.2万股 | +1,379股+4.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.52% | 1.38% | $339.9万 | 9,620股 | $278.3万 | 9,700股 | -80股-0.82% | 减仓 |
 微软MSFT |
| 1.51% | 1.64% | $337.4万 | 9,044股 | $330.6万 | 8,932股 | +112股+1.25% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.48% | 1.35% | $329.8万 | 2.3万股 | $272.8万 | 2.1万股 | +1,232股+5.79% | 加仓 |
 摩根大通JPM |
| 1.47% | 1.45% | $329.4万 | 1.0万股 | $292.4万 | 9,939股 | +123股+1.24% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.38% | 1.42% | $308.4万 | 3.7万股 | $286.0万 | 3.6万股 | +1,012股+2.77% | 加仓 |
 好市多COST |
| 1.38% | 1.62% | $308.0万 | 3,292股 | $327.3万 | 3,285股 | +7股+0.21% | 加仓 |
 雷神技术RTX |
| 1.37% | 1.54% | $306.0万 | 1.6万股 | $311.1万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 1.28% | 1.28% | $286.9万 | 2.9万股 | $258.3万 | 2.6万股 | +2,968股+11.41% | 加仓 |
| IiShares安硕信托IWS |
| 1.24% | 1.11% | $277.6万 | 1.7万股 | $223.9万 | 1.5万股 | +1,503股+9.78% | 加仓 |
 谷歌AGOOGL |
| 1.15% | 0.97% | $256.2万 | 7,169股 | $196.6万 | 6,837股 | +332股+4.86% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.13% | 1.03% | $252.6万 | 8,407股 | $208.8万 | 8,418股 | -11股-0.13% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.12% | 1.05% | $250.0万 | 1.1万股 | $212.3万 | 1.1万股 | +102股+0.91% | 加仓 |
 CALAMOS STRATEGIC TOTALCSQ |
| 1.06% | 1.05% | $237.7万 | 11.6万股 | $212.5万 | 12.4万股 | -8,499股-6.85% | 减仓 |
 亚马逊AMZN |
| 1.04% | 0.99% | $231.8万 | 9,727股 | $200.3万 | 9,617股 | +110股+1.14% | 加仓 |
 英伟达NVDA |
| 0.98% | 0.96% | $219.6万 | 1.1万股 | $193.6万 | 1.1万股 | -124股-1.12% | 减仓 |
| G通用动力VTI |
| 0.94% | 0.91% | $211.0万 | 5,701股 | $182.8万 | 5,697股 | +4股+0.07% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.94% | 0.78% | $209.7万 | 5,324股 | $158.1万 | 5,039股 | +285股+5.66% | 加仓 |
| IiShares安硕·COREIJH |
| 0.85% | 0.77% | $189.8万 | 2.5万股 | $155.0万 | 2.3万股 | +1,670股+7.28% | 加仓 |
 EATON VANCEETY |
| 0.71% | 0.77% | $159.3万 | 11.0万股 | $156.3万 | 11.3万股 | -3,774股-3.33% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.71% | 0.72% | $157.6万 | 4.0万股 | $145.9万 | 3.7万股 | +3,191股+8.69% | 加仓 |
| AALPS ETF信托AMLP |
| 0.69% | 0.82% | $154.7万 | 3.0万股 | $164.7万 | 3.1万股 | -1,450股-4.64% | 减仓 |
 思科CSCO |
| 0.69% | 0.49% | $153.3万 | 1.3万股 | $98.7万 | 1.3万股 | +325股+2.55% | 加仓 |
 高盛GS |
| 0.68% | 0.63% | $151.3万 | 1,496股 | $126.6万 | 1,496股 | 00.00% | 持仓不变 |
 贝克休斯BKR |
| 0.68% | 0.83% | $151.1万 | 2.7万股 | $167.6万 | 2.7万股 | -232股-0.85% | 减仓 |
 EATON VANCE TAX-MANAGED GLOBAL COMEXG |
| 0.66% | 0.72% | $147.6万 | 15.0万股 | $145.6万 | 16.8万股 | -1.8万股-10.53% | 减仓 |
 礼来LLY |
| 0.63% | 0.54% | $141.9万 | 1,183股 | $108.9万 | 1,184股 | -1股-0.08% | 减仓 |
 Meta平台META |
| 0.62% | 0.69% | $137.9万 | 2,449股 | $139.2万 | 2,433股 | +16股+0.66% | 加仓 |
 万事达MA |
| 0.61% | 0.64% | $137.1万 | 2,669股 | $130.2万 | 2,605股 | +64股+2.46% | 加仓 |
 TJXTJX |
| 0.57% | 0.66% | $127.0万 | 8,383股 | $133.9万 | 8,383股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.57% | 0.58% | $126.8万 | 2,444股 | $117.9万 | 2,378股 | +66股+2.78% | 加仓 |
 甲骨文ORCL |
| 0.5% | 0.56% | $112.3万 | 7,666股 | $112.8万 | 7,666股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.5% | 0.44% | $111.6万 | 2,810股 | $88.0万 | 2,766股 | +44股+1.59% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.48% | 0.48% | $106.9万 | 1.2万股 | $97.1万 | 1.1万股 | +1,071股+10.11% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.48% | 0.54% | $106.8万 | 2.9万股 | $110.0万 | 2.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.48% | 0.44% | $106.4万 | 1.4万股 | $89.7万 | 1.2万股 | +1,835股+15.20% | 加仓 |
 埃克森美孚XOM |
| 0.46% | 0.64% | $103.7万 | 7,586股 | $128.7万 | 7,586股 | 00.00% | 持仓不变 |
 VisaV |
| 0.46% | 0.44% | $101.9万 | 2,971股 | $89.8万 | 2,971股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.45% | 0.38% | $99.9万 | 8,026股 | $76.3万 | 6,848股 | +1,178股+17.20% | 加仓 |
 德州仪器TXN |
| 0.43% | 0.31% | $96.3万 | 3,232股 | $62.7万 | 3,232股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.43% | 0.47% | $96.2万 | 1.0万股 | $95.3万 | 1.0万股 | +127股+1.23% | 加仓 |
