| SSPDR标普500 ETFSPY |
| 14.72% | 14.74% | $3.01亿 | 40.3万股 | $2.64亿 | 40.6万股 | -2,753股-0.68% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.98% | 5.11% | $1.02亿 | 20.3万股 | $9,139.8万 | 19.1万股 | +1.3万股+6.59% | 加仓 |
| I景顺QQQ信托VOO |
| 3.27% | 2.86% | $6,684.5万 | 9.1万股 | $5,123.4万 | 8.9万股 | +2,007股+2.26% | 加仓 |
| G通用动力VTI |
| 1.87% | 1.84% | $3,819.0万 | 10.3万股 | $3,285.6万 | 10.2万股 | +790股+0.77% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.65% | 1.61% | $3,382.0万 | 37.3万股 | $2,873.9万 | 36.4万股 | +9,006股+2.48% | 加仓 |
 苹果AAPL |
| 1.58% | 1.57% | $3,220.5万 | 11.1万股 | $2,816.5万 | 11.1万股 | +320股+0.29% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.57% | 1.74% | $3,214.2万 | 35.1万股 | $3,120.1万 | 34.0万股 | +1.0万股+3.01% | 加仓 |
| AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU |
| 1.52% | 1.44% | $3,109.8万 | 67.2万股 | $2,575.4万 | 61.6万股 | +5.6万股+9.16% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.41% | 1.22% | $2,883.1万 | 9.6万股 | $2,175.1万 | 8.8万股 | +8,253股+9.41% | 加仓 |
| F第一信托交易所交易基金VIBUFZ |
| 1.29% | 1.29% | $2,636.2万 | 94.4万股 | $2,316.1万 | 88.2万股 | +6.2万股+7.06% | 加仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 1.25% | 1.26% | $2,557.6万 | 62.9万股 | $2,258.9万 | 61.7万股 | +1.2万股+1.86% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.18% | 1.34% | $2,411.1万 | 47.7万股 | $2,404.1万 | 47.5万股 | +1,750股+0.37% | 加仓 |
 微软MSFT |
| 1.07% | 1.19% | $2,197.4万 | 5.9万股 | $2,136.6万 | 5.8万股 | +1,190股+2.06% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.02% | 0.97% | $2,080.2万 | 40.2万股 | $1,733.0万 | 38.4万股 | +1.8万股+4.78% | 加仓 |
| S嘉信·USSCHX |
| 0.91% | 0.94% | $1,856.9万 | 63.1万股 | $1,688.7万 | 65.9万股 | -2.8万股-4.20% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.9% | 0.91% | $1,835.6万 | 44.5万股 | $1,620.6万 | 41.6万股 | +2.9万股+6.98% | 加仓 |
 谷歌AGOOGL |
| 0.86% | 0.8% | $1,767.9万 | 4.9万股 | $1,428.6万 | 5.0万股 | -209股-0.42% | 减仓 |
 礼来LLY |
| 0.83% | 0.73% | $1,700.8万 | 1.4万股 | $1,298.5万 | 1.4万股 | +63股+0.45% | 加仓 |
 英伟达NVDA |
| 0.83% | 0.83% | $1,688.8万 | 8.4万股 | $1,485.1万 | 8.5万股 | -749股-0.88% | 减仓 |
 应用材料AMAT |
| 0.77% | 0.44% | $1,576.4万 | 2.2万股 | $785.5万 | 2.3万股 | -1,179股-5.13% | 减仓 |
| J摩根大通·BETABUILDERSBBJP |
| 0.77% | 0.78% | $1,566.5万 | 20.8万股 | $1,388.3万 | 20.1万股 | +6,538股+3.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.68% | $1,477.2万 | 4.2万股 | $1,217.3万 | 4.2万股 | -630股-1.48% | 减仓 |
 摩根大通JPM |
| 0.71% | 0.73% | $1,450.3万 | 4.4万股 | $1,310.5万 | 4.5万股 | -245股-0.55% | 减仓 |
 英特尔INTC |
| 0.68% | 0.25% | $1,385.6万 | 9.9万股 | $446.3万 | 10.1万股 | -1,906股-1.88% | 减仓 |
| SSPDR黄金信托GLD |
| 0.67% | 0.97% | $1,378.3万 | 3.7万股 | $1,745.2万 | 4.1万股 | -3,144股-7.75% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.65% | — | $1,336.2万 | 84.1万股 | $0 | 0股 | +84.1万股 | 新买入 |
 沃尔玛WMT |
| 0.63% | 0.81% | $1,297.6万 | 11.5万股 | $1,445.7万 | 11.6万股 | -1,759股-1.51% | 减仓 |
 卡特彼勒CAT |
| 0.59% | 0.46% | $1,197.7万 | 1.1万股 | $816.1万 | 1.2万股 | -272股-2.36% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.58% | 0.57% | $1,182.2万 | 5.4万股 | $1,016.1万 | 5.3万股 | +899股+1.70% | 加仓 |
 思科CSCO |
| 0.57% | 0.44% | $1,174.6万 | 10.0万股 | $788.4万 | 10.2万股 | -1,601股-1.58% | 减仓 |
 Meta平台META |
| 0.57% | 0.64% | $1,159.9万 | 2.1万股 | $1,153.8万 | 2.0万股 | +423股+2.10% | 加仓 |
 亚马逊AMZN |
| 0.51% | 0.52% | $1,038.1万 | 4.4万股 | $937.2万 | 4.5万股 | -1,441股-3.20% | 减仓 |
| BBANK OF AMERBAC |
| 0.48% | 0.46% | $986.3万 | 17.3万股 | $828.0万 | 17.0万股 | +3,236股+1.91% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.48% | 0.45% | $974.8万 | 26.7万股 | $814.1万 | 24.1万股 | +2.6万股+10.68% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 0.46% | 0.45% | $941.8万 | 12.1万股 | $805.8万 | 11.0万股 | +1.0万股+9.46% | 加仓 |
 默沙东MRK |
| 0.45% | 0.49% | $919.3万 | 7.2万股 | $869.5万 | 7.2万股 | -746股-1.03% | 减仓 |
| IiShares安硕信托IVV |
| 0.44% | 0.43% | $889.4万 | 1.2万股 | $774.4万 | 1.2万股 | +22股+0.19% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.43% | 0.39% | $881.7万 | 21.9万股 | $699.4万 | 20.7万股 | +1.3万股+6.16% | 加仓 |
 美光科技MU |
| 0.43% | 0.13% | $876.6万 | 7,595股 | $228.8万 | 6,772股 | +823股+12.15% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.43% | 0.49% | $873.3万 | 31.8万股 | $872.0万 | 32.1万股 | -3,243股-1.01% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.42% | 0.45% | $863.9万 | 12.1万股 | $806.2万 | 12.6万股 | -4,555股-3.62% | 减仓 |
 强生JNJ |
| 0.41% | 0.45% | $838.8万 | 3.3万股 | $804.0万 | 3.3万股 | +137股+0.42% | 加仓 |
 艾伯维ABBV |
| 0.4% | 0.4% | $822.2万 | 3.3万股 | $710.7万 | 3.3万股 | -1股-0.00% | 减仓 |
| S道富SPAB |
| 0.38% | 0.42% | $778.1万 | 30.5万股 | $753.1万 | 29.4万股 | +1.1万股+3.72% | 加仓 |
 科磊KLAC |
| 0.38% | 0.22% | $777.4万 | 2.6万股 | $391.8万 | 2,661股 | +2.3万股+868.36% | 加仓 |
 QUANTA SVCSPWR |
| 0.38% | 0.32% | $767.4万 | 1.1万股 | $575.7万 | 1.0万股 | +172股+1.64% | 加仓 |
| S嘉信策略信托SCHM |
| 0.38% | 0.37% | $766.9万 | 20.8万股 | $667.3万 | 21.6万股 | -7,532股-3.49% | 减仓 |
 康明斯CMI |
| 0.37% | 0.33% | $766.1万 | 1.1万股 | $586.3万 | 1.1万股 | -155股-1.42% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.37% | 0.36% | $764.8万 | 3.1万股 | $651.9万 | 3.1万股 | -266股-0.85% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.37% | 0.36% | $758.7万 | 25.5万股 | $636.1万 | 22.7万股 | +2.8万股+12.38% | 加仓 |
