| IiShares安硕信托IVV |
| 25.03% | 25.8% | $3,819.6万 | 5.1万股 | $3,564.3万 | 5.5万股 | -3,563股-6.53% | 减仓 |
| IiShares安硕信托ITOT |
| 18.39% | 18.78% | $2,806.2万 | 17.1万股 | $2,594.9万 | 18.2万股 | -1.1万股-6.23% | 减仓 |
| F富达Covington信托FENI |
| 12.81% | 10.14% | $1,955.2万 | 48.7万股 | $1,400.7万 | 37.7万股 | +11.1万股+29.40% | 加仓 |
| IiShares安硕信托AGG |
| 5.88% | 5.98% | $897.3万 | 9.1万股 | $826.3万 | 8.3万股 | +7,416股+8.91% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 5.42% | 5.4% | $827.2万 | 10.1万股 | $745.6万 | 9.0万股 | +1.0万股+11.56% | 加仓 |
| G通用动力VTI |
| 4.24% | 4.29% | $647.3万 | 1.7万股 | $593.3万 | 1.8万股 | -999股-5.40% | 减仓 |
| IiShares安硕信托GVI |
| 3.97% | 4.07% | $605.5万 | 5.7万股 | $562.1万 | 5.3万股 | +4,088股+7.75% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 3.43% | 3.64% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 2.76% | 2.98% | $421.5万 | 3.9万股 | $411.3万 | 3.9万股 | +421股+1.09% | 加仓 |
| IiShares安硕信托IQLT |
| 2.37% | 2.43% | $362.2万 | 7.3万股 | $336.0万 | 7.3万股 | +418股+0.58% | 加仓 |
| IiShares安硕信托NYF |
| 2.14% | 2.2% | $325.9万 | 6.0万股 | $304.3万 | 5.7万股 | +3,167股+5.53% | 加仓 |
 谷歌AGOOGL |
| 1.67% | 1.51% | $255.3万 | 7,143股 | $209.0万 | 7,268股 | -125股-1.72% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.53% | 1.55% | $233.2万 | 9,858股 | $214.0万 | 9,951股 | -93股-0.93% | 减仓 |
 亚马逊AMZN |
| 1.06% | 1.04% | $161.4万 | 6,773股 | $143.9万 | 6,911股 | -138股-2.00% | 减仓 |
 苹果AAPL |
| 1.05% | 1.03% | $160.6万 | 5,552股 | $142.9万 | 5,632股 | -80股-1.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.01% | 1.07% | $154.1万 | 3,080股 | $147.6万 | 3,080股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.85% | 0.85% | $129.6万 | 3,080股 | $117.7万 | 3,165股 | -85股-2.69% | 减仓 |
 英伟达NVDA |
| 0.82% | 0.81% | $125.6万 | 6,277股 | $111.6万 | 6,397股 | -120股-1.88% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.68% | $115.4万 | 3,265股 | $93.7万 | 3,265股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.75% | 0.68% | $114.1万 | 8,300股 | $93.9万 | 8,300股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.62% | 0.6% | $94.3万 | 1,281股 | $82.2万 | 1,425股 | -144股-10.11% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.58% | 1.18% | $87.8万 | 3,869股 | $163.0万 | 7,719股 | -3,850股-49.88% | 减仓 |
| IiShares白银信托SLV |
| 0.46% | 0.64% | $69.7万 | 1.3万股 | $88.9万 | 1.3万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.38% | 0.49% | $58.0万 | 1,575股 | $67.8万 | 1,575股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.37% | 0.32% | $56.7万 | 1,873股 | $44.4万 | 1,871股 | +2股+0.11% | 加仓 |
| IiShares黄金信托IAU |
| 0.37% | 0.47% | $55.7万 | 7,380股 | $65.1万 | 7,380股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.34% | 0.37% | $52.0万 | 1,012股 | $50.6万 | 1,012股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.31% | 0.36% | $47.5万 | 3,133股 | $50.0万 | 3,133股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.26% | 0.27% | $40.3万 | 3,746股 | $37.0万 | 3,764股 | -18股-0.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.19% | $30.2万 | 405股 | $26.3万 | 405股 | 00.00% | 持仓不变 |
 VisaV |
| 0.18% | 0.18% | $27.9万 | 813股 | $24.6万 | 813股 | 00.00% | 持仓不变 |
