| IiShares安硕·RUSSELLIWF |
| 6.15% | 6.5% | $3,228.8万 | 26.0万股 | $3,061.8万 | 7.2万股 | +18.8万股+262.12% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 4.77% | 4.76% | $2,505.6万 | 17.1万股 | $2,245.1万 | 17.5万股 | -4,093股-2.34% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 4.14% | 4.79% | $2,171.7万 | 43.9万股 | $2,258.8万 | 44.4万股 | -5,289股-1.19% | 减仓 |
| V先锋领航指数基金VOO |
| 4.08% | 0.78% | $2,140.5万 | 3.1万股 | $368.3万 | 6,164股 | +2.5万股+405.47% | 加仓 |
| IiShares安硕信托IWD |
| 3.89% | 4.08% | $2,040.7万 | 8.4万股 | $1,922.2万 | 9.0万股 | -5,787股-6.43% | 减仓 |
| IiShares安硕信托IEFA |
| 3.71% | 3.88% | $1,949.8万 | 21.0万股 | $1,827.0万 | 20.2万股 | +7,729股+3.83% | 加仓 |
| S嘉信策略信托SCHD |
| 3.61% | 3.92% | $1,895.4万 | 59.8万股 | $1,846.9万 | 60.2万股 | -4,255股-0.71% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3.33% | 3.08% | $1,746.0万 | 14.2万股 | $1,450.1万 | 13.2万股 | +9,302股+7.04% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 2.63% | 2.67% | $1,383.0万 | 12.2万股 | $1,256.3万 | 12.3万股 | -1,065股-0.86% | 减仓 |
| IiShares安硕信托IMCG |
| 2.46% | 2.22% | $1,293.5万 | 13.6万股 | $1,048.2万 | 13.3万股 | +3,396股+2.55% | 加仓 |
| UUWMUWMC |
| 2.35% | 4.13% | $1,232.6万 | 538.2万股 | $1,944.5万 | 537.2万股 | +1.1万股+0.20% | 加仓 |
 苹果AAPL |
| 2.27% | 2.23% | $1,191.0万 | 4.1万股 | $1,053.0万 | 4.1万股 | -333股-0.80% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.15% | 2.26% | $1,130.4万 | 15.9万股 | $1,064.4万 | 16.6万股 | -7,447股-4.48% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.94% | 1.97% | $1,020.6万 | 19.9万股 | $930.3万 | 19.8万股 | +860股+0.43% | 加仓 |
| IiShares安硕信托IVV |
| 1.77% | 1.75% | $928.0万 | 1.2万股 | $825.0万 | 1.3万股 | -238股-1.88% | 减仓 |
 微软MSFT |
| 1.75% | 1.91% | $917.4万 | 2.5万股 | $902.0万 | 2.4万股 | +229股+0.94% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.63% | 1.57% | $853.3万 | 25.2万股 | $738.3万 | 25.3万股 | -1,277股-0.50% | 减仓 |
| IiShares安硕信托DGRO |
| 1.6% | 1.67% | $840.1万 | 11.1万股 | $789.0万 | 11.2万股 | -1,588股-1.41% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.51% | 1.35% | $791.4万 | 3.6万股 | $636.0万 | 3.4万股 | +2,233股+6.66% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.36% | 1.22% | $714.7万 | 7.2万股 | $576.5万 | 6.2万股 | +1.1万股+17.24% | 加仓 |
 谷歌AGOOGL |
| 1.3% | 1.21% | $682.9万 | 1.9万股 | $570.0万 | 2.0万股 | -712股-3.59% | 减仓 |
| I景顺QQQ信托VOO |
| 1.27% | 1.08% | $667.3万 | 9,062股 | $510.1万 | 8,837股 | +225股+2.55% | 加仓 |
| V先锋领航指数基金VTV |
| 1.24% | 1.35% | $653.3万 | 3.0万股 | $636.3万 | 3.2万股 | -2,451股-7.56% | 减仓 |
 摩根大通JPM |
| 1.14% | 1.15% | $601.0万 | 1.8万股 | $539.9万 | 1.8万股 | +5股+0.03% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 1.09% | 0.92% | $572.9万 | 11.4万股 | $435.0万 | 8.6万股 | +2.7万股+31.60% | 加仓 |
| IiShares安硕IEMG |
| 0.95% | 0.89% | $501.1万 | 6.0万股 | $420.3万 | 6.0万股 | +239股+0.40% | 加仓 |
| IiShares安硕信托EEM |
| 0.81% | 0.74% | $427.1万 | 6.2万股 | $348.5万 | 6.1万股 | +1,064股+1.73% | 加仓 |
 礼来LLY |
| 0.81% | 0.69% | $425.3万 | 3,546股 | $327.0万 | 3,555股 | -9股-0.25% | 减仓 |
 思科CSCO |
| 0.77% | 0.62% | $405.5万 | 3.5万股 | $290.9万 | 3.7万股 | -2,968股-7.92% | 减仓 |
 亚马逊AMZN |
| 0.75% | 0.72% | $391.9万 | 1.6万股 | $340.4万 | 1.6万股 | +98股+0.60% | 加仓 |
 默沙东MRK |
| 0.67% | 0.7% | $353.4万 | 2.8万股 | $331.4万 | 2.8万股 | -49股-0.18% | 减仓 |
 艾伯维ABBV |
| 0.67% | 0.66% | $352.5万 | 1.4万股 | $308.7万 | 1.4万股 | -187股-1.32% | 减仓 |
| IIBMIBM |
| 0.66% | 0.63% | $346.3万 | 1.2万股 | $298.0万 | 1.2万股 | +17股+0.14% | 加仓 |
 英伟达NVDA |
| 0.6% | 0.57% | $312.9万 | 1.6万股 | $267.6万 | 1.5万股 | +293股+1.91% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.59% | $289.4万 | 5,783股 | $278.4万 | 5,809股 | -26股-0.45% | 减仓 |
 强生JNJ |
| 0.55% | 0.59% | $287.7万 | 1.1万股 | $277.0万 | 1.1万股 | -1股-0.01% | 减仓 |
| BBANK OF AMERBAC |
| 0.54% | 0.52% | $285.9万 | 5.0万股 | $244.6万 | 5.0万股 | +6股+0.01% | 加仓 |
 ILLINOIS TOOLITW |
| 0.51% | 0.55% | $267.3万 | 9,884股 | $257.8万 | 9,906股 | -22股-0.22% | 减仓 |
| IiShares安硕信托AGG |
| 0.51% | 0.56% | $265.8万 | 2.7万股 | $262.9万 | 2.6万股 | +365股+1.38% | 加仓 |
 沃尔玛WMT |
| 0.5% | 0.62% | $264.5万 | 2.3万股 | $291.1万 | 2.3万股 | -66股-0.28% | 减仓 |
 雷神技术RTX |
| 0.48% | 0.55% | $252.7万 | 1.3万股 | $257.0万 | 1.3万股 | -7股-0.05% | 减仓 |
 Meta平台META |
| 0.47% | 0.55% | $248.3万 | 4,408股 | $257.3万 | 4,498股 | -90股-2.00% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.65% | $246.4万 | 1.8万股 | $308.4万 | 1.8万股 | -153股-0.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.46% | 0.46% | $242.1万 | 6,851股 | $214.7万 | 7,484股 | -633股-8.46% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.44% | 0.42% | $231.6万 | 2.2万股 | $199.9万 | 2.1万股 | +1,709股+8.30% | 加仓 |
 麦当劳MCD |
| 0.4% | 0.51% | $212.6万 | 7,864股 | $239.5万 | 7,705股 | +159股+2.06% | 加仓 |
 AFLAC COMAFL |
| 0.39% | 0.41% | $204.8万 | 1.7万股 | $191.6万 | 1.7万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.37% | 0.47% | $192.5万 | 1.4万股 | $220.4万 | 1.4万股 | +26股+0.18% | 加仓 |
 艾默生电气EMR |
| 0.36% | 0.37% | $190.9万 | 1.3万股 | $174.8万 | 1.3万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.32% | 0.41% | $167.0万 | 1.8万股 | $191.6万 | 1.9万股 | -258股-1.38% | 减仓 |
