| IiShares安硕信托ITOT |
| 17.1% | 17.09% | $1.83亿 | 145.4万股 | $1.69亿 | 142.7万股 | +2.7万股+1.87% | 加仓 |
| IiShares安硕信托IVV |
| 12.35% | 12.33% | $1.32亿 | 22.9万股 | $1.22亿 | 22.3万股 | +5,117股+2.29% | 加仓 |
| IiShares安硕信托IWY |
| 8.98% | 8.6% | $9,590.8万 | 43.6万股 | $8,531.4万 | 39.8万股 | +3.8万股+9.59% | 加仓 |
| IiShares安硕信托IWV |
| 7.16% | 7.66% | $7,644.9万 | 23.4万股 | $7,598.1万 | 24.6万股 | -1.2万股-4.94% | 减仓 |
| IiShares安硕信托IWX |
| 6.55% | 5.82% | $6,988.9万 | 86.0万股 | $5,772.5万 | 77.2万股 | +8.8万股+11.46% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 6.18% | 6.15% | $6,596.1万 | 74.8万股 | $6,095.4万 | 75.2万股 | -3,410股-0.45% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.98% | 3.08% | $3,182.0万 | 5.5万股 | $3,058.6万 | 5.6万股 | -744股-1.32% | 减仓 |
| IiShares安硕信托IWL |
| 2.9% | 2.94% | $3,094.0万 | 22.0万股 | $2,917.3万 | 21.8万股 | +2,521股+1.16% | 加仓 |
| IiShares安硕信托IWS |
| 2.61% | 2.38% | $2,788.8万 | 21.1万股 | $2,355.6万 | 19.5万股 | +1.6万股+8.09% | 加仓 |
| IiShares安硕信托IEI |
| 2.47% | 2.33% | $2,637.3万 | 22.0万股 | $2,311.5万 | 20.0万股 | +2.0万股+10.15% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.47% | 2.65% | $2,633.8万 | 27.3万股 | $2,625.4万 | 28.0万股 | -6,986股-2.50% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 2.01% | 2.07% | $2,145.4万 | 25.7万股 | $2,055.9万 | 26.9万股 | -1.1万股-4.11% | 减仓 |
| IiShares安硕·COREIJR |
| 1.52% | 1.51% | $1,624.9万 | 13.9万股 | $1,497.2万 | 14.0万股 | -1,441股-1.03% | 减仓 |
 苹果AAPL |
| 1.51% | 1.5% | $1,613.0万 | 6.9万股 | $1,483.8万 | 7.0万股 | -1,221股-1.73% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.27% | 1.53% | $1,352.4万 | 13.0万股 | $1,513.4万 | 15.0万股 | -2.0万股-13.50% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 1.26% | 1.17% | $1,350.7万 | 28.4万股 | $1,156.8万 | 25.3万股 | +3.1万股+12.39% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.24% | 1.19% | $1,329.2万 | 6.0万股 | $1,175.0万 | 5.8万股 | +2,261股+3.90% | 加仓 |
| IiShares安硕·COREIJH |
| 1.12% | 1.17% | $1,193.5万 | 19.2万股 | $1,156.6万 | 19.8万股 | -6,129股-3.10% | 减仓 |
 微软MSFT |
| 1.07% | 1.18% | $1,143.2万 | 2.7万股 | $1,171.5万 | 2.6万股 | +355股+1.35% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.89% | 0.87% | $952.9万 | 8.1万股 | $865.5万 | 7.8万股 | +2,814股+3.59% | 加仓 |
| IiShares安硕信托IWD |
| 0.79% | 0.83% | $842.8万 | 4.4万股 | $818.3万 | 4.7万股 | -2,494股-5.32% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.77% | 0.79% | $825.5万 | 12.4万股 | $785.2万 | 12.5万股 | -787股-0.63% | 减仓 |
| IiShares安硕信托IEFA |
| 0.69% | 0.69% | $741.3万 | 9.5万股 | $686.0万 | 9.4万股 | +534股+0.57% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.67% | 0.64% | $714.7万 | 12.1万股 | $633.6万 | 10.9万股 | +1.2万股+10.83% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.59% | 0.6% | $628.4万 | 1.1万股 | $595.3万 | 1.1万股 | -93股-0.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.67% | $601.8万 | 3.6万股 | $660.5万 | 3.6万股 | -18股-0.05% | 减仓 |
| V先锋领航指数基金VOO |
| 0.49% | 0.48% | $526.0万 | 9,969股 | $475.8万 | 9,513股 | +456股+4.79% | 加仓 |
 VisaV |
| 0.47% | 0.46% | $506.9万 | 1.8万股 | $454.5万 | 1.7万股 | +1,121股+6.47% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.47% | 0.51% | $498.7万 | 1.3万股 | $505.2万 | 1.4万股 | -577股-4.16% | 减仓 |
 联合健康UNH |
| 0.46% | 0.47% | $493.6万 | 8,442股 | $465.3万 | 9,137股 | -695股-7.61% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.41% | 0.41% | $442.8万 | 5.0万股 | $402.6万 | 4.9万股 | +436股+0.89% | 加仓 |
 亚马逊AMZN |
| 0.38% | 0.36% | $404.6万 | 2.2万股 | $354.2万 | 1.8万股 | +3,385股+18.47% | 加仓 |
 摩根大通JPM |
| 0.34% | 0.35% | $366.6万 | 1.7万股 | $350.7万 | 1.7万股 | +51股+0.29% | 加仓 |
 英伟达NVDA |
| 0.33% | 0.31% | $349.1万 | 2.9万股 | $303.9万 | 2.5万股 | +4,147股+16.86% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.27% | $311.1万 | 6,759股 | $265.6万 | 6,529股 | +230股+3.52% | 加仓 |
| FFASTENAL COMFAST |
| 0.26% | 0.25% | $282.6万 | 4.0万股 | $248.6万 | 4.0万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.26% | 0.29% | $275.9万 | 7,806股 | $286.7万 | 9,449股 | -1,643股-17.39% | 减仓 |
 谷歌AGOOGL |
| 0.23% | 0.31% | $245.3万 | 1.5万股 | $308.1万 | 1.7万股 | -2,127股-12.57% | 减仓 |
 家得宝HD |
| 0.23% | 0.22% | $243.7万 | 6,014股 | $222.1万 | 6,452股 | -438股-6.79% | 减仓 |
 TJXTJX |
| 0.21% | 0.21% | $229.3万 | 2.0万股 | $212.9万 | 1.9万股 | +172股+0.89% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.21% | 0.21% | $222.1万 | 8,756股 | $209.8万 | 8,756股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.18% | 0.14% | $191.5万 | 3,345股 | $137.3万 | 2,724股 | +621股+22.80% | 加仓 |
 美国合众银行USB |
| 0.18% | 0.18% | $190.3万 | 4.2万股 | $179.8万 | 4.5万股 | -3,675股-8.12% | 减仓 |
 ADPADP |
| 0.18% | 0.2% | $187.7万 | 6,781股 | $193.4万 | 8,102股 | -1,321股-16.30% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.16% | 0.16% | $171.0万 | 5,440股 | $161.9万 | 5,440股 | 00.00% | 持仓不变 |
 EXACT SCIENCES COMEXAS |
| 0.14% | 0.09% | $144.3万 | 2.1万股 | $89.5万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.13% | 0.14% | $143.2万 | 1.4万股 | $136.1万 | 1.4万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.13% | 0.19% | $140.4万 | 2,260股 | $183.6万 | 2,794股 | -534股-19.11% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.13% | 0.18% | $139.9万 | 6,269股 | $173.5万 | 8,236股 | -1,967股-23.88% | 减仓 |
 百事可乐PEP |
| 0.13% | 0.17% | $138.9万 | 8,168股 | $171.4万 | 1.0万股 | -2,227股-21.42% | 减仓 |
