| IiShares安硕信托IVV |
| 23.8% | 23.39% | $2.07亿 | 27.6万股 | $1.81亿 | 27.7万股 | -1,172股-0.42% | 减仓 |
| IiShares安硕信托IWL |
| 10.82% | 10.7% | $9,403.0万 | 50.8万股 | $8,286.6万 | 51.6万股 | -7,958股-1.54% | 减仓 |
| V先锋领航·FTSEVEA |
| 10.16% | 10.37% | $8,828.2万 | 123.9万股 | $8,029.3万 | 125.3万股 | -1.4万股-1.11% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 8.69% | 8.68% | $7,554.4万 | 100.8万股 | $6,720.1万 | 100.1万股 | +6,586股+0.66% | 加仓 |
| V先锋领航·TOTALBND |
| 7.22% | 7.68% | $6,270.4万 | 85.4万股 | $5,944.1万 | 80.7万股 | +4.7万股+5.82% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 4.32% | 4.33% | $3,756.8万 | 34.1万股 | $3,355.4万 | 34.5万股 | -4,563股-1.32% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHSC |
| 4.04% | 3.86% | $3,511.2万 | 72.3万股 | $2,987.9万 | 69.7万股 | +2.6万股+3.79% | 加仓 |
 英伟达NVDA |
| 1.51% | 1.47% | $1,314.1万 | 6.6万股 | $1,139.3万 | 6.5万股 | +345股+0.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.33% | 1.32% | $1,158.2万 | 3.3万股 | $1,024.2万 | 3.6万股 | -2,925股-8.19% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.24% | 1.17% | $1,075.8万 | 3.6万股 | $905.8万 | 3.7万股 | -715股-1.96% | 减仓 |
 ARES CAPITALARCC |
| 0.84% | 1.03% | $731.6万 | 39.5万股 | $796.8万 | 44.2万股 | -4.7万股-10.71% | 减仓 |
| IiShares安硕信托IWV |
| 0.81% | 0.79% | $702.7万 | 1.6万股 | $611.1万 | 1.6万股 | -6股-0.04% | 减仓 |
 亚马逊AMZN |
| 0.73% | 0.74% | $630.6万 | 2.6万股 | $575.8万 | 2.8万股 | -1,190股-4.30% | 减仓 |
 苹果AAPL |
| 0.67% | 0.52% | $581.3万 | 2.0万股 | $400.8万 | 1.6万股 | +4,296股+27.20% | 加仓 |
 特斯拉TSLA |
| 0.57% | 0.56% | $497.8万 | 1.2万股 | $434.7万 | 1.2万股 | +143股+1.22% | 加仓 |
| G通用动力VTI |
| 0.47% | 0.48% | $410.2万 | 1.1万股 | $371.3万 | 1.2万股 | -490股-4.23% | 减仓 |
| S道富SPYM |
| 0.47% | 0.44% | $407.1万 | 4.6万股 | $342.7万 | 4.5万股 | +1,554股+3.47% | 加仓 |
 联合包裹UPSUPS |
| 0.46% | 0.48% | $395.7万 | 3.7万股 | $371.7万 | 3.8万股 | -975股-2.58% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.45% | $392.2万 | 5,252股 | $345.2万 | 5,307股 | -55股-1.04% | 减仓 |
 微软MSFT |
| 0.41% | 0.46% | $358.8万 | 9,618股 | $357.0万 | 9,644股 | -26股-0.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.37% | $298.0万 | 5,956股 | $289.3万 | 6,037股 | -81股-1.34% | 减仓 |
 埃克森美孚XOM |
| 0.34% | 0.48% | $297.4万 | 2.2万股 | $370.2万 | 2.2万股 | -69股-0.32% | 减仓 |
| IiShares安硕·COREIJH |
| 0.33% | 0.33% | $284.4万 | 3.7万股 | $254.3万 | 3.8万股 | -771股-2.05% | 减仓 |
 摩根大通JPM |
| 0.31% | 0.31% | $267.3万 | 8,168股 | $239.5万 | 8,142股 | +26股+0.32% | 加仓 |
 博通AVGO |
| 0.29% | 0.17% | $253.7万 | 6,716股 | $133.4万 | 4,311股 | +2,405股+55.79% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.29% | 0.19% | $252.4万 | 6,724股 | $144.9万 | 5,216股 | +1,508股+28.91% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.29% | 0.22% | $248.2万 | 3.0万股 | $173.3万 | 2.2万股 | +8,275股+38.02% | 加仓 |
 Meta平台META |
| 0.27% | 0.12% | $237.4万 | 4,214股 | $90.8万 | 1,587股 | +2,627股+165.53% | 加仓 |
| IiShares安硕信托IEFA |
| 0.26% | 0.28% | $228.2万 | 2.4万股 | $213.9万 | 2.4万股 | 00.00% | 持仓不变 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 0.26% | 0.25% | $227.9万 | 8,543股 | $196.3万 | 8,582股 | -39股-0.45% | 减仓 |
 强生JNJ |
| 0.26% | 0.28% | $223.5万 | 8,802股 | $215.5万 | 8,816股 | -14股-0.16% | 减仓 |
 卡特彼勒CAT |
| 0.25% | 0.33% | $216.6万 | 2,034股 | $252.6万 | 3,565股 | -1,531股-42.95% | 减仓 |
 派克汉尼汾PH |
| 0.25% | 0.25% | $215.7万 | 2,205股 | $195.8万 | 2,187股 | +18股+0.82% | 加仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.19% | $214.1万 | 2,907股 | $146.4万 | 2,536股 | +371股+14.63% | 加仓 |
 沃尔玛WMT |
| 0.24% | 0.3% | $209.4万 | 1.8万股 | $230.5万 | 1.9万股 | -54股-0.29% | 减仓 |
 宝洁PG |
| 0.24% | 0.27% | $206.1万 | 1.4万股 | $207.3万 | 1.4万股 | -293股-2.04% | 减仓 |
| RROCKET LAB COMRKLB |
| 0.24% | 0.22% | $204.6万 | 2.0万股 | $168.8万 | 2.6万股 | -6,159股-23.43% | 减仓 |
 L3哈里斯LHX |
| 0.22% | 0.3% | $195.0万 | 6,710股 | $231.3万 | 6,700股 | +10股+0.15% | 加仓 |
 思科CSCO |
| 0.22% | 0.23% | $189.8万 | 1.6万股 | $177.0万 | 2.3万股 | -6,653股-29.17% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.21% | 0.22% | $186.6万 | 1.0万股 | $168.8万 | 1.0万股 | +100股+0.98% | 加仓 |
 艾伯维ABBV |
| 0.21% | 0.21% | $185.8万 | 7,382股 | $162.0万 | 7,450股 | -68股-0.91% | 减仓 |
 礼来LLY |
| 0.19% | 0.17% | $169.1万 | 1,410股 | $133.7万 | 1,454股 | -44股-3.03% | 减仓 |
 谷歌AGOOGL |
| 0.19% | 0.17% | $167.0万 | 4,673股 | $129.7万 | 4,512股 | +161股+3.57% | 加仓 |
| IiShares安硕·COREIJR |
| 0.19% | 0.18% | $166.7万 | 1.1万股 | $140.3万 | 1.1万股 | -48股-0.43% | 减仓 |
 Live NationLYV |
| 0.19% | 0.16% | $164.5万 | 8,981股 | $122.9万 | 8,059股 | +922股+11.44% | 加仓 |
 NETFLIXNFLX |
| 0.19% | 0.28% | $162.1万 | 2.3万股 | $219.9万 | 2.3万股 | -165股-0.72% | 减仓 |
 HEICOHEI |
| 0.18% | 0.16% | $158.9万 | 6,163股 | $127.0万 | 6,017股 | +146股+2.43% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.18% | 0.23% | $157.8万 | 3,605股 | $180.3万 | 3,799股 | -194股-5.11% | 减仓 |
 家得宝HD |
| 0.18% | 0.18% | $153.6万 | 4,354股 | $142.2万 | 4,323股 | +31股+0.72% | 加仓 |
 TransDigmTDG |
| 0.18% | 0.17% | $153.5万 | 1,152股 | $132.2万 | 1,141股 | +11股+0.96% | 加仓 |
