| IiShares安硕信托IVV |
| 12.28% | 11.72% | $11.29亿 | 150.7万股 | $9.91亿 | 151.8万股 | -1.0万股-0.69% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 5.24% | 5.46% | $4.82亿 | 643股 | $4.62亿 | 643股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 4.8% | 4.9% | $4.41亿 | 456.8万股 | $4.14亿 | 457.5万股 | -7,192股-0.16% | 减仓 |
 TJXTJX |
| 4.67% | 5.4% | $4.29亿 | 283.3万股 | $4.56亿 | 285.8万股 | -2.5万股-0.88% | 减仓 |
 苹果AAPL |
| 4.44% | 4.38% | $4.08亿 | 140.9万股 | $3.71亿 | 146.1万股 | -5.2万股-3.55% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.69% | 3.62% | $3.39亿 | 475.6万股 | $3.06亿 | 477.6万股 | -2.0万股-0.42% | 减仓 |
 微软MSFT |
| 2.59% | 2.81% | $2.38亿 | 63.8万股 | $2.38亿 | 64.2万股 | -3,853股-0.60% | 减仓 |
 谷歌AGOOGL |
| 2.55% | 2.32% | $2.35亿 | 65.6万股 | $1.96亿 | 68.2万股 | -2.5万股-3.71% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 2.16% | 2.61% | $1.98亿 | 1,140.9万股 | $2.20亿 | 1,167.5万股 | -26.6万股-2.28% | 减仓 |
| F第一信托交易所交易基金EIPX |
| 1.67% | 1.92% | $1.54亿 | 491.3万股 | $1.62亿 | 504.5万股 | -13.2万股-2.61% | 减仓 |
 亚马逊AMZN |
| 1.53% | 1.49% | $1.41亿 | 59.1万股 | $1.26亿 | 60.5万股 | -1.4万股-2.29% | 减仓 |
 英伟达NVDA |
| 1.52% | 1.43% | $1.39亿 | 69.7万股 | $1.21亿 | 69.5万股 | +2,443股+0.35% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 1.5% | 1.5% | $1.38亿 | 177.9万股 | $1.27亿 | 185.9万股 | -8.1万股-4.33% | 减仓 |
| IiShares安硕·COREIJH |
| 1.45% | 1.41% | $1.33亿 | 172.6万股 | $1.20亿 | 177.1万股 | -4.5万股-2.55% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.29% | 1.18% | $1.19亿 | 33.7万股 | $9,999.0万 | 34.9万股 | -1.2万股-3.34% | 减仓 |
| IiShares安硕信托ITOT |
| 1.26% | 1.17% | $1.16亿 | 70.9万股 | $9,859.8万 | 69.7万股 | +1.1万股+1.63% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 1.25% | 0.99% | $1.15亿 | 153.9万股 | $8,388.8万 | 128.8万股 | +25.1万股+19.49% | 加仓 |
 科磊KLAC |
| 1.22% | 0.69% | $1.13亿 | 37.3万股 | $5,816.7万 | 4.0万股 | +33.3万股+844.06% | 加仓 |
 博通AVGO |
| 1.21% | 1.12% | $1.11亿 | 29.4万股 | $9,464.7万 | 30.6万股 | -1.2万股-3.91% | 减仓 |
 摩根大通JPM |
| 1.1% | 1.09% | $1.01亿 | 30.8万股 | $9,217.9万 | 31.3万股 | -5,066股-1.62% | 减仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 0.96% | 0.73% | $8,808.0万 | 450.1万股 | $6,190.7万 | 369.2万股 | +80.9万股+21.92% | 加仓 |
 强生JNJ |
| 0.88% | 0.93% | $8,053.5万 | 31.7万股 | $7,896.2万 | 32.3万股 | -5,925股-1.83% | 减仓 |
 埃克森美孚XOM |
| 0.87% | 1.19% | $8,010.2万 | 58.6万股 | $1.00亿 | 59.1万股 | -5,436股-0.92% | 减仓 |
 家得宝HD |
| 0.85% | 0.89% | $7,840.4万 | 22.2万股 | $7,496.5万 | 22.8万股 | -5,623股-2.47% | 减仓 |
 艾伯维ABBV |
| 0.83% | 0.8% | $7,632.1万 | 30.3万股 | $6,769.7万 | 31.1万股 | -7,973股-2.56% | 减仓 |
 摩根士丹利MS |
| 0.78% | 0.66% | $7,202.8万 | 34.5万股 | $5,593.0万 | 34.0万股 | +4,714股+1.39% | 加仓 |
 思科CSCO |
| 0.72% | 0.52% | $6,635.2万 | 56.5万股 | $4,415.2万 | 56.9万股 | -4,149股-0.73% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.71% | 0.73% | $6,500.8万 | 63.2万股 | $6,156.2万 | 64.4万股 | -1.2万股-1.79% | 减仓 |
| IiShares安硕·COREIJR |
| 0.68% | 0.63% | $6,287.5万 | 42.4万股 | $5,290.9万 | 42.6万股 | -1,676股-0.39% | 减仓 |
 卡特彼勒CAT |
| 0.67% | 0.51% | $6,168.2万 | 5.8万股 | $4,343.7万 | 6.1万股 | -3,389股-5.53% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.66% | 0.71% | $6,080.6万 | 28.6万股 | $6,030.4万 | 31.4万股 | -2.8万股-9.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.72% | $6,017.3万 | 12.0万股 | $6,056.2万 | 12.6万股 | -6,130股-4.85% | 减仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.55% | $5,292.4万 | 7.7万股 | $4,688.2万 | 7.8万股 | -1,400股-1.78% | 减仓 |
 默沙东MRK |
| 0.56% | 0.58% | $5,155.3万 | 40.1万股 | $4,888.4万 | 40.6万股 | -5,193股-1.28% | 减仓 |
 安费诺APH |
| 0.55% | 0.44% | $5,032.2万 | 28.5万股 | $3,702.5万 | 29.3万股 | -7,636股-2.61% | 减仓 |
 宝洁PG |
| 0.55% | 0.6% | $5,013.3万 | 34.2万股 | $5,059.2万 | 35.0万股 | -8,384股-2.39% | 减仓 |
 CABOTCBT |
| 0.53% | 0.48% | $4,827.4万 | 53.2万股 | $4,041.7万 | 53.7万股 | -5,130股-0.96% | 减仓 |
 iShares安硕信托FITB |
| 0.52% | 0.47% | $4,773.9万 | 85.4万股 | $4,016.5万 | 85.4万股 | -668股-0.08% | 减仓 |
 VisaV |
| 0.51% | 0.5% | $4,696.8万 | 13.7万股 | $4,226.9万 | 14.0万股 | -2,956股-2.11% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.48% | 0.53% | $4,404.2万 | 84.0万股 | $4,446.4万 | 84.6万股 | -5,640股-0.67% | 减仓 |
| IiShares安硕信托IGIB |
| 0.45% | 0.47% | $4,144.1万 | 77.9万股 | $3,946.2万 | 74.1万股 | +3.8万股+5.11% | 加仓 |
 泛林集团LRCX |
| 0.44% | 0.24% | $4,027.3万 | 9.3万股 | $2,011.4万 | 9.4万股 | -1,204股-1.28% | 减仓 |
 好市多COST |
| 0.41% | 0.49% | $3,786.3万 | 4.0万股 | $4,115.6万 | 4.1万股 | -829股-2.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.37% | 0.35% | $3,437.4万 | 4.6万股 | $2,928.2万 | 4.5万股 | +1,005股+2.23% | 加仓 |
| I景顺·KBW BANK ETFKBWB |
| 0.37% | 0.45% | $3,436.0万 | 37.0万股 | $3,810.1万 | 48.2万股 | -11.2万股-23.26% | 减仓 |
 雷神技术RTX |
| 0.37% | 0.42% | $3,381.2万 | 17.8万股 | $3,525.6万 | 18.3万股 | -4,557股-2.49% | 减仓 |
 雅培ABT |
| 0.35% | 0.44% | $3,214.5万 | 35.4万股 | $3,701.6万 | 36.1万股 | -6,281股-1.74% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.34% | 0.14% | $3,150.1万 | 7.3万股 | $1,224.4万 | 7.5万股 | -1,592股-2.13% | 减仓 |
 GE VernovaGEV |
| 0.34% | 0.28% | $3,129.7万 | 2.7万股 | $2,360.6万 | 2.7万股 | -404股-1.49% | 减仓 |
| TTidal·TRUST IIIRGEF |
| 0.33% | 0.31% | $3,044.5万 | 87.0万股 | $2,662.9万 | 88.6万股 | -1.6万股-1.81% | 减仓 |
