| IiShares安硕信托IVV |
| 24.56% | 19.31% | $1.57亿 | 20.9万股 | $1.07亿 | 16.3万股 | +4.6万股+28.17% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 11.81% | 10.73% | $7,535.1万 | 180.7万股 | $5,926.7万 | 163.5万股 | +17.2万股+10.50% | 加仓 |
| IiShares安硕信托IWV |
| 9.14% | 9.25% | $5,835.5万 | 13.7万股 | $5,111.8万 | 13.8万股 | -1,047股-0.76% | 减仓 |
| IiShares安硕信托DGRO |
| 8.86% | 9.01% | $5,655.4万 | 74.6万股 | $4,973.7万 | 70.9万股 | +3.7万股+5.29% | 加仓 |
| I景顺QQQ信托VOO |
| 6.12% | 3.49% | $3,906.2万 | 5.3万股 | $1,926.8万 | 3.3万股 | +2.0万股+58.90% | 加仓 |
| IiShares安硕·COREIJR |
| 4.84% | 4.32% | $3,092.0万 | 20.8万股 | $2,385.0万 | 19.2万股 | +1.7万股+8.66% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.14% | 4.9% | $2,643.5万 | 3.5万股 | $2,704.1万 | 4.1万股 | -6,066股-14.63% | 减仓 |
| IiShares安硕·COREIJH |
| 2.32% | 2.16% | $1,483.3万 | 19.2万股 | $1,192.4万 | 17.7万股 | +1.6万股+8.95% | 加仓 |
| G通用动力VTI |
| 2.06% | 2.08% | $1,314.1万 | 3.5万股 | $1,147.6万 | 3.6万股 | -255股-0.71% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.66% | 1.7% | $1,058.6万 | 36.6万股 | $937.8万 | 37.4万股 | -8,075股-2.16% | 减仓 |
| S嘉信策略信托SCHF |
| 1.43% | 1.49% | $915.4万 | 33.0万股 | $821.9万 | 33.2万股 | -1,596股-0.48% | 减仓 |
 苹果AAPL |
| 1.22% | 1.25% | $775.7万 | 2.7万股 | $687.9万 | 2.7万股 | -299股-1.10% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.09% | 1.06% | $695.6万 | 4.4万股 | $585.3万 | 4.2万股 | +2,015股+4.76% | 加仓 |
| IiShares安硕信托EEM |
| 1.09% | 1.02% | $692.9万 | 10.1万股 | $561.7万 | 9.9万股 | +2,382股+2.41% | 加仓 |
 亚马逊AMZN |
| 1.05% | 1.07% | $672.1万 | 2.8万股 | $589.4万 | 2.8万股 | -100股-0.35% | 减仓 |
 威廉姆斯WMB |
| 0.98% | 1.42% | $622.8万 | 10.8万股 | $785.6万 | 10.8万股 | -359股-0.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 1.29% | $598.3万 | 1.7万股 | $715.0万 | 2.5万股 | -7,992股-32.06% | 减仓 |
 谷歌AGOOGL |
| 0.93% | 0.84% | $591.7万 | 1.7万股 | $463.9万 | 1.6万股 | +426股+2.64% | 加仓 |
| IiShares安硕IEMG |
| 0.91% | 0.63% | $581.5万 | 7.0万股 | $345.5万 | 5.0万股 | +2.1万股+41.72% | 加仓 |
| IiShares安硕信托ICSH |
| 0.88% | — | $563.1万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.82% | 0.6% | $523.2万 | 5.4万股 | $331.2万 | 3.7万股 | +1.8万股+48.06% | 加仓 |
 Meta平台META |
| 0.79% | 1.71% | $505.5万 | 8,975股 | $942.2万 | 1.6万股 | -7,493股-45.50% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.77% | 0.85% | $494.6万 | 4.8万股 | $468.8万 | 4.8万股 | -658股-1.36% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.7% | 0.73% | $449.6万 | 6.3万股 | $403.6万 | 6.3万股 | +118股+0.19% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.65% | 0.36% | $416.1万 | 5.5万股 | $196.5万 | 2.7万股 | +2.8万股+100.50% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.6% | 1.06% | $385.7万 | 7.3万股 | $582.8万 | 11.0万股 | -3.8万股-34.25% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.45% | 0.44% | $290.3万 | 4.9万股 | $244.4万 | 4.5万股 | +3,408股+7.54% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.44% | 0.26% | $283.6万 | 1.9万股 | $143.6万 | 9,693股 | +9,693股+100.00% | 加仓 |
| IiShares安硕信托AGG |
| 0.44% | 0.55% | $279.3万 | 2.8万股 | $305.3万 | 3.1万股 | -2,536股-8.24% | 减仓 |
| IiShares安硕信托GVI |
| 0.41% | 0.51% | $261.4万 | 2.4万股 | $282.6万 | 2.7万股 | -2,330股-8.75% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.4% | 0.4% | $255.9万 | 3.1万股 | $221.5万 | 3.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.37% | 0.15% | $236.9万 | 7,022股 | $82.3万 | 2,724股 | +4,298股+157.78% | 加仓 |
 礼来LLY |
| 0.35% | 0.31% | $224.3万 | 1,870股 | $172.4万 | 1,875股 | -5股-0.27% | 减仓 |
| V先锋领航指数基金VTV |
| 0.35% | 0.37% | $221.7万 | 1.0万股 | $204.7万 | 1.0万股 | -263股-2.52% | 减仓 |
 ONEMAINOMF |
| 0.32% | 0.33% | $206.2万 | 3.4万股 | $180.9万 | 3.4万股 | 00.00% | 持仓不变 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.29% | 0.24% | $187.6万 | 2.1万股 | $133.5万 | 1.7万股 | +4,031股+24.18% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.31% | $166.7万 | 3,332股 | $169.3万 | 3,532股 | -200股-5.66% | 减仓 |
 Vulcan材料VMC |
| 0.23% | 0.12% | $144.1万 | 4,994股 | $68.0万 | 2,497股 | +2,497股+100.00% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.23% | — | $143.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IiShares安硕·7-10YRIEF |
| 0.22% | 0.26% | $143.6万 | 1.5万股 | $143.5万 | 1.5万股 | +151股+1.00% | 加仓 |
 微软MSFT |
| 0.22% | 0.23% | $142.9万 | 3,831股 | $127.7万 | 3,449股 | +382股+11.08% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.2% | 0.18% | $127.6万 | 1.2万股 | $98.2万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.19% | 0.19% | $122.9万 | 2.8万股 | $107.7万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.18% | 0.09% | $117.6万 | 9,471股 | $50.1万 | 1,175股 | +8,296股+706.04% | 加仓 |
| IiShares安硕信托IVW |
| 0.18% | 0.18% | $114.3万 | 8,313股 | $99.7万 | 8,810股 | -497股-5.64% | 减仓 |
 CENTRAL SECSCET |
| 0.18% | 0.19% | $113.3万 | 2.2万股 | $107.2万 | 2.2万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.17% | 0.18% | $110.2万 | 3,258股 | $98.5万 | 3,256股 | +2股+0.06% | 加仓 |
| V先锋领航指数基金VOT |
| 0.16% | 0.15% | $100.7万 | 3,287股 | $84.6万 | 3,287股 | 00.00% | 持仓不变 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.15% | 0.04% | $98.4万 | 1.3万股 | $24.5万 | 5,265股 | +7,658股+145.45% | 加仓 |
 万事达MA |
| 0.15% | 0.17% | $97.6万 | 1,901股 | $95.0万 | 1,901股 | 00.00% | 持仓不变 |
