| IISHARES MSCI SOUTH KOREAETFEWY |
| 25.87% | 21.6% | $4,481.8万 | 22.2万股 | $2,730.6万 | 22.2万股 | 00.00% | 持仓不变 |
| IiShares安硕EWJ |
| 23.62% | 19.99% | $4,091.1万 | 43.9万股 | $2,527.0万 | 29.9万股 | +13.9万股+46.57% | 加仓 |
| SSPDR标普500 ETFSPY |
| 8.93% | 8.43% | $1,547.5万 | 2.1万股 | $1,065.5万 | 1.6万股 | +4,339股+26.48% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 6.62% | 2.22% | $1,147.4万 | 11.0万股 | $280.9万 | 2.9万股 | +8.2万股+281.97% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.4% | 5.43% | $761.4万 | 3.6万股 | $686.8万 | 3.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 4.12% | 4.92% | $713.5万 | 1.0万股 | $621.9万 | 1.0万股 | -18股-0.17% | 减仓 |
| V先锋领航·MIDVO |
| 3.49% | 4.32% | $604.3万 | 7.5万股 | $546.6万 | 1.9万股 | +5.6万股+294.09% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 3.47% | 4.24% | $601.2万 | 7.9万股 | $535.8万 | 7.8万股 | +743股+0.95% | 加仓 |
| V先锋领航指数基金VTV |
| 3.07% | 2.02% | $531.5万 | 2.4万股 | $255.3万 | 1.3万股 | +1.1万股+87.42% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.08% | 2.48% | $360.6万 | 2.9万股 | $313.8万 | 7,359股 | +2.2万股+294.65% | 加仓 |
| IiShares安硕信托ITA |
| 1.27% | — | $220.6万 | 9,100股 | $0 | 0股 | +9,100股 | 新买入 |
 英伟达NVDA |
| 0.89% | 0.96% | $154.3万 | 7,711股 | $121.8万 | 6,982股 | +729股+10.44% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.85% | 1.04% | $147.0万 | 1.3万股 | $131.3万 | 1.4万股 | -174股-1.29% | 减仓 |
| SSPDR黄金信托GLD |
| 0.73% | 1.18% | $127.3万 | 3,455股 | $148.7万 | 3,455股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.69% | 0.9% | $118.8万 | 2,375股 | $113.8万 | 2,375股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.74% | $114.9万 | 3,252股 | $93.3万 | 3,252股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.63% | 0.86% | $109.3万 | 2,929股 | $108.4万 | 2,929股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.63% | 0.86% | $108.4万 | 1.3万股 | $108.3万 | 1.3万股 | +23股+0.18% | 加仓 |
 亚马逊AMZN |
| 0.6% | 0.73% | $103.5万 | 4,341股 | $92.1万 | 4,421股 | -80股-1.81% | 减仓 |
 GOLUB CAP BDCGBDC |
| 0.58% | 0.57% | $99.6万 | 7.7万股 | $72.7万 | 5.7万股 | +2.0万股+34.82% | 加仓 |
 苹果AAPL |
| 0.53% | 0.6% | $91.3万 | 3,155股 | $76.2万 | 3,004股 | +151股+5.03% | 加仓 |
 礼来LLY |
| 0.51% | 0.49% | $88.5万 | 738股 | $61.8万 | 672股 | +66股+9.82% | 加仓 |
 安费诺APH |
| 0.43% | 0.43% | $74.6万 | 4,230股 | $54.5万 | 4,314股 | -84股-1.95% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.53% | $74.2万 | 2,268股 | $66.7万 | 2,268股 | 00.00% | 持仓不变 |
 Sixth Street Specialty Lending IncTSLX |
| 0.43% | 0.54% | $73.9万 | 4.3万股 | $68.9万 | 3.7万股 | +5,541股+14.79% | 加仓 |
| HHARRIS OAKMARK ETF TRUSTOAKM |
| 0.35% | 0.47% | $61.4万 | 2.2万股 | $60.1万 | 2.2万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.27% | 0.28% | $46.5万 | 1,243股 | $35.3万 | 1,243股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.27% | 0.37% | $46.4万 | 5,544股 | $46.2万 | 6,151股 | -607股-9.87% | 减仓 |
 GE VernovaGEV |
| 0.25% | 0.25% | $42.6万 | 363股 | $31.7万 | 363股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.24% | 0.26% | $41.8万 | 2,000股 | $32.9万 | 2,000股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.24% | 0.29% | $40.8万 | 1,103股 | $37.1万 | 1,156股 | -53股-4.58% | 减仓 |
 Meta平台META |
| 0.23% | 0.33% | $40.6万 | 721股 | $41.3万 | 721股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.23% | 0.27% | $39.2万 | 2,674股 | $34.5万 | 2,347股 | +327股+13.93% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.2% | 0.22% | $34.9万 | 879股 | $28.0万 | 879股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.18% | 0.2% | $31.3万 | 435股 | $25.3万 | 460股 | -25股-5.43% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.17% | 0.23% | $29.0万 | 699股 | $29.1万 | 670股 | +29股+4.33% | 加仓 |
 黑石集团BX |
| 0.17% | 0.32% | $28.9万 | 2,454股 | $40.0万 | 3,478股 | -1,024股-29.44% | 减仓 |
 VisaV |
| 0.16% | 0.23% | $28.1万 | 819股 | $29.2万 | 967股 | -148股-15.31% | 减仓 |
 可口可乐KO |
| 0.16% | 0.2% | $27.7万 | 3,407股 | $25.9万 | 3,407股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.16% | — | $27.2万 | 3,711股 | $0 | 0股 | +3,711股 | 新买入 |
| J骏利亨德森JAAA |
| 0.15% | 0.21% | $26.7万 | 5,282股 | $26.6万 | 5,282股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.14% | 0.23% | $25.0万 | 499股 | $29.4万 | 599股 | -100股-16.69% | 减仓 |
 雷神技术RTX |
| 0.14% | 0.17% | $24.1万 | 1,270股 | $22.1万 | 1,146股 | +124股+10.82% | 加仓 |
 CrowdStrikeCRWD |
| 0.14% | — | $23.9万 | 313股 | $0 | 0股 | +313股 | 新买入 |
 博通AVGO |
| 0.14% | — | $23.8万 | 630股 | $0 | 0股 | +630股 | 新买入 |
 谷歌AGOOGL |
| 0.14% | — | $23.6万 | 660股 | $0 | 0股 | +660股 | 新买入 |
 D R HORTONDHI |
| 0.12% | — | $21.1万 | 1,297股 | $0 | 0股 | +1,297股 | 新买入 |
 AON SHS CL AAON |
| 0.12% | 0.21% | $20.8万 | 626股 | $26.5万 | 821股 | -195股-23.75% | 减仓 |
 高盛GS |
| 0.12% | — | $20.2万 | 200股 | $0 | 0股 | +200股 | 新买入 |
