| G通用动力VTI |
| 9.33% | 8.76% | $6.25亿 | 169.0万股 | $5.05亿 | 157.4万股 | +11.5万股+7.32% | 加仓 |
| IiShares安硕信托IVV |
| 5.31% | 5.96% | $3.56亿 | 47.5万股 | $3.44亿 | 52.6万股 | -5.1万股-9.70% | 减仓 |
| IiShares安硕信托STIP |
| 3.84% | 4.32% | $2.58亿 | 252.3万股 | $2.49亿 | 241.0万股 | +11.3万股+4.68% | 加仓 |
| I景顺QQQ信托VOO |
| 3.72% | 3.05% | $2.49亿 | 33.9万股 | $1.76亿 | 30.4万股 | +3.4万股+11.27% | 加仓 |
 苹果AAPL |
| 2.92% | 2.87% | $1.96亿 | 67.7万股 | $1.65亿 | 65.1万股 | +2.6万股+4.04% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.76% | 3.17% | $1.85亿 | 406.7万股 | $1.83亿 | 400.6万股 | +6.1万股+1.52% | 加仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 2.75% | 2.42% | $1.84亿 | 73.8万股 | $1.39亿 | 70.7万股 | +3.0万股+4.30% | 加仓 |
| V先锋领航·TOTALBND |
| 2.44% | 2.71% | $1.63亿 | 222.5万股 | $1.56亿 | 212.2万股 | +10.3万股+4.86% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.35% | 2.34% | $1.58亿 | 406.9万股 | $1.35亿 | 385.8万股 | +21.2万股+5.49% | 加仓 |
 英伟达NVDA |
| 2.12% | 2.06% | $1.42亿 | 71.1万股 | $1.19亿 | 68.1万股 | +3.0万股+4.46% | 加仓 |
| IiShares安硕信托IEFA |
| 1.98% | 2.11% | $1.33亿 | 137.2万股 | $1.22亿 | 134.2万股 | +3.0万股+2.20% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.97% | 0.5% | $1.32亿 | 17.7万股 | $2,862.7万 | 4.4万股 | +13.3万股+301.90% | 加仓 |
| IiShares安硕信托AGG |
| 1.89% | 2.14% | $1.27亿 | 128.3万股 | $1.23亿 | 124.3万股 | +4.0万股+3.23% | 加仓 |
| IiShares安硕信托IMTM |
| 1.45% | 1.44% | $9,734.2万 | 182.5万股 | $8,272.5万 | 172.3万股 | +10.3万股+5.95% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.43% | 1.56% | $9,571.2万 | 238.5万股 | $8,998.3万 | 228.2万股 | +10.4万股+4.54% | 加仓 |
| IiShares安硕IEMG |
| 1.12% | 1.09% | $7,517.8万 | 90.8万股 | $6,301.2万 | 90.3万股 | +4,110股+0.45% | 加仓 |
 微软MSFT |
| 1.03% | 1.19% | $6,935.5万 | 18.6万股 | $6,836.3万 | 18.5万股 | +1,247股+0.68% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.93% | 0.88% | $6,230.8万 | 146.0万股 | $5,096.6万 | 142.4万股 | +3.6万股+2.52% | 加仓 |
 亚马逊AMZN |
| 0.89% | 0.97% | $5,997.8万 | 25.2万股 | $5,604.2万 | 26.9万股 | -1.7万股-6.48% | 减仓 |
 谷歌AGOOGL |
| 0.89% | 0.83% | $5,940.5万 | 16.6万股 | $4,761.4万 | 16.6万股 | +648股+0.39% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.76% | $5,495.5万 | 15.6万股 | $4,353.6万 | 15.2万股 | +3,767股+2.48% | 加仓 |
| EEA SERIES TRUSTGTND |
| 0.72% | — | $4,843.5万 | 190.4万股 | $0 | 0股 | +190.4万股 | 新买入 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.67% | 0.75% | $4,501.8万 | 85.9万股 | $4,315.4万 | 82.1万股 | +3.8万股+4.62% | 加仓 |
 美光科技MU |
| 0.66% | 0.18% | $4,433.9万 | 3.8万股 | $1,063.1万 | 3.1万股 | +6,944股+22.07% | 加仓 |
| IiShares安硕信托LQD |
| 0.61% | 0.67% | $4,099.1万 | 37.6万股 | $3,884.2万 | 35.6万股 | +1.9万股+5.46% | 加仓 |
 博通AVGO |
| 0.58% | 0.55% | $3,867.9万 | 10.2万股 | $3,177.1万 | 10.3万股 | -254股-0.25% | 减仓 |
 台积电TSM |
| 0.52% | 0.43% | $3,501.2万 | 7.3万股 | $2,453.7万 | 7.3万股 | +708股+0.98% | 加仓 |
 西部数据WDC |
| 0.52% | 0.22% | $3,500.7万 | 5.5万股 | $1,281.8万 | 4.7万股 | +7,421股+15.66% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.5% | $3,261.3万 | 10.0万股 | $2,853.6万 | 9.7万股 | +2,625股+2.71% | 加仓 |
| IiShares安硕信托GVI |
| 0.42% | 0.5% | $2,845.0万 | 26.7万股 | $2,888.9万 | 27.1万股 | -4,043股-1.49% | 减仓 |
 沃尔玛WMT |
| 0.42% | 0.54% | $2,787.2万 | 24.6万股 | $3,087.3万 | 24.8万股 | -2,329股-0.94% | 减仓 |
 礼来LLY |
| 0.4% | 0.35% | $2,689.1万 | 2.2万股 | $2,037.2万 | 2.2万股 | +271股+1.22% | 加仓 |
 希捷STX |
| 0.4% | 0.18% | $2,681.5万 | 2.8万股 | $1,065.5万 | 2.7万股 | +590股+2.17% | 加仓 |
 特斯拉TSLA |
| 0.39% | 0.39% | $2,630.1万 | 6.3万股 | $2,232.5万 | 6.0万股 | +2,479股+4.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.41% | $2,586.6万 | 5.2万股 | $2,372.7万 | 5.0万股 | +2,177股+4.40% | 加仓 |
 强生JNJ |
| 0.38% | 0.42% | $2,571.0万 | 10.1万股 | $2,433.3万 | 10.0万股 | +1,687股+1.69% | 加仓 |
 VisaV |
| 0.37% | 0.36% | $2,456.5万 | 7.2万股 | $2,051.2万 | 6.8万股 | +3,730股+5.50% | 加仓 |
 好市多COST |
| 0.36% | 0.41% | $2,437.2万 | 2.6万股 | $2,340.3万 | 2.3万股 | +2,566股+10.93% | 加仓 |
 OLD REP INTLORI |
| 0.35% | 0.4% | $2,349.5万 | 57.4万股 | $2,315.2万 | 58.0万股 | -6,083股-1.05% | 减仓 |
 Meta平台META |
| 0.34% | 0.41% | $2,310.1万 | 4.1万股 | $2,347.2万 | 4.1万股 | -15股-0.04% | 减仓 |
 AMD超威AMD |
| 0.31% | 0.12% | $2,082.6万 | 3.6万股 | $690.2万 | 3.4万股 | +1,920股+5.66% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.29% | 0.33% | $1,971.7万 | 27.7万股 | $1,891.6万 | 29.5万股 | -1.8万股-6.25% | 减仓 |
 泛林集团LRCX |
| 0.29% | 0.16% | $1,946.1万 | 4.5万股 | $910.3万 | 4.3万股 | +2,304股+5.41% | 加仓 |
 卡特彼勒CAT |
| 0.28% | 0.2% | $1,858.8万 | 1.7万股 | $1,153.9万 | 1.6万股 | +1,168股+7.17% | 加仓 |
| C花旗集团C |
| 0.28% | 0.26% | $1,848.2万 | 13.2万股 | $1,480.7万 | 13.1万股 | +1,490股+1.14% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.27% | 0.25% | $1,795.9万 | 18.9万股 | $1,441.7万 | 17.5万股 | +1.4万股+8.06% | 加仓 |
| V先锋领航指数基金VOO |
| 0.27% | 0.4% | $1,792.6万 | 2.6万股 | $2,292.7万 | 3.8万股 | -1.2万股-31.97% | 减仓 |
| IiShares安硕·COREIJR |
| 0.27% | 0.29% | $1,780.5万 | 12.0万股 | $1,652.6万 | 13.3万股 | -1.3万股-9.69% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.25% | 0.34% | $1,709.3万 | 13.5万股 | $1,940.6万 | 13.9万股 | -3,951股-2.84% | 减仓 |
 思科CSCO |
| 0.25% | 0.16% | $1,690.9万 | 14.4万股 | $905.8万 | 11.7万股 | +2.7万股+23.31% | 加仓 |
