| IiShares安硕信托IVV |
| 5.48% | 5.34% | $1.26亿 | 16.8万股 | $1.10亿 | 16.8万股 | -698股-0.41% | 减仓 |
 苹果AAPL |
| 4.68% | 4.54% | $1.07亿 | 37.1万股 | $9,364.4万 | 36.9万股 | +2,359股+0.64% | 加仓 |
| V先锋领航·TOTALBND |
| 4.38% | 4.81% | $1.01亿 | 137.0万股 | $9,916.6万 | 134.7万股 | +2.3万股+1.71% | 加仓 |
| IiShares安硕信托IWY |
| 3.24% | 3.12% | $7,432.7万 | 25.6万股 | $6,439.2万 | 25.9万股 | -3,017股-1.17% | 减仓 |
 微软MSFT |
| 2.9% | 3.19% | $6,646.7万 | 17.8万股 | $6,577.8万 | 17.8万股 | +490股+0.28% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.72% | 2.82% | $6,235.8万 | 87.5万股 | $5,812.1万 | 90.7万股 | -3.2万股-3.51% | 减仓 |
 谷歌AGOOGL |
| 2.45% | 2.18% | $5,612.7万 | 15.7万股 | $4,494.2万 | 15.6万股 | +767股+0.49% | 加仓 |
 摩根大通JPM |
| 1.9% | 1.89% | $4,358.1万 | 13.3万股 | $3,896.1万 | 13.2万股 | +691股+0.52% | 加仓 |
 思科CSCO |
| 1.84% | 1.42% | $4,224.8万 | 36.0万股 | $2,920.3万 | 37.6万股 | -1.7万股-4.43% | 减仓 |
 科磊KLAC |
| 1.59% | 0.9% | $3,646.6万 | 12.1万股 | $1,855.0万 | 1.3万股 | +10.8万股+859.38% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.44% | 1.11% | $3,302.6万 | 4.4万股 | $2,281.9万 | 3.5万股 | +9,138股+26.04% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.44% | 1.5% | $3,298.1万 | 6.6万股 | $3,092.1万 | 6.5万股 | +1,383股+2.14% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.43% | 1.09% | $3,292.3万 | 26.5万股 | $2,243.8万 | 5.3万股 | +21.3万股+403.86% | 加仓 |
| IiShares安硕信托AGG |
| 1.37% | 1.15% | $3,151.5万 | 31.8万股 | $2,379.4万 | 24.0万股 | +7.9万股+32.84% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.25% | 1.33% | $2,873.9万 | 13.1万股 | $2,740.7万 | 14.3万股 | -1.2万股-8.34% | 减仓 |
 默沙东MRK |
| 1.23% | 1.3% | $2,828.9万 | 22.0万股 | $2,675.3万 | 22.2万股 | -2,257股-1.01% | 减仓 |
 强生JNJ |
| 1.19% | 1.24% | $2,734.6万 | 10.8万股 | $2,553.5万 | 10.4万股 | +3,209股+3.07% | 加仓 |
 亚马逊AMZN |
| 1.19% | 1.17% | $2,721.1万 | 11.4万股 | $2,400.9万 | 11.5万股 | -1,111股-0.96% | 减仓 |
| V先锋领航指数基金VOT |
| 1.16% | 1.18% | $2,658.7万 | 8.7万股 | $2,440.3万 | 9.5万股 | -8,024股-8.46% | 减仓 |
| IiShares安硕信托IWX |
| 1.09% | 1.09% | $2,490.0万 | 23.7万股 | $2,246.9万 | 24.2万股 | -5,680股-2.34% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.05% | 1.18% | $2,406.2万 | 47.6万股 | $2,435.7万 | 48.1万股 | -5,457股-1.13% | 减仓 |
| IiShares安硕信托IWD |
| 1.05% | 0.75% | $2,405.6万 | 9.9万股 | $1,555.4万 | 7.3万股 | +2.6万股+36.32% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.04% | 0.75% | $2,380.8万 | 22.9万股 | $1,553.8万 | 16.0万股 | +6.9万股+43.27% | 加仓 |
 雷神技术RTX |
| 1.02% | 1.12% | $2,330.5万 | 12.3万股 | $2,307.5万 | 12.0万股 | +3,210股+2.68% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.93% | 0.84% | $2,131.2万 | 6.0万股 | $1,739.6万 | 6.1万股 | -326股-0.54% | 减仓 |
 江森自控JCI |
| 0.89% | 0.89% | $2,045.9万 | 14.0万股 | $1,834.7万 | 14.0万股 | -82股-0.06% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.86% | 0.88% | $1,984.3万 | 24.1万股 | $1,809.4万 | 23.1万股 | +1.0万股+4.52% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.86% | 0.88% | $1,968.7万 | 12.5万股 | $1,809.5万 | 12.2万股 | +2,399股+1.96% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.82% | 0.97% | $1,892.8万 | 9.6万股 | $1,999.1万 | 10.8万股 | -1.3万股-11.70% | 减仓 |
 宝洁PG |
| 0.79% | 0.87% | $1,818.3万 | 12.4万股 | $1,796.9万 | 12.4万股 | -404股-0.32% | 减仓 |
| IiShares安硕信托EEM |
| 0.76% | 0.59% | $1,741.4万 | 25.5万股 | $1,216.0万 | 21.4万股 | +4.0万股+18.88% | 加仓 |
 埃克森美孚XOM |
| 0.76% | 0.96% | $1,737.3万 | 12.7万股 | $1,987.1万 | 11.7万股 | +9,952股+8.50% | 加仓 |
 DANAHER DEL COMDHR |
| 0.76% | 0.7% | $1,733.5万 | 9.1万股 | $1,444.8万 | 7.6万股 | +1.5万股+19.43% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.75% | 0.71% | $1,714.5万 | 30.6万股 | $1,470.0万 | 30.6万股 | -663股-0.22% | 减仓 |
| IIBMIBM |
| 0.72% | 0.66% | $1,644.9万 | 5.8万股 | $1,353.9万 | 5.6万股 | +2,637股+4.72% | 加仓 |
 英伟达NVDA |
| 0.72% | 0.63% | $1,642.1万 | 8.2万股 | $1,305.3万 | 7.5万股 | +7,225股+9.65% | 加仓 |
 家得宝HD |
| 0.66% | 0.69% | $1,507.0万 | 4.3万股 | $1,421.6万 | 4.3万股 | -495股-1.15% | 减仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.62% | $1,485.5万 | 2.2万股 | $1,284.0万 | 2.1万股 | +141股+0.66% | 加仓 |
| I景顺QQQ信托VOO |
| 0.64% | 0.57% | $1,457.9万 | 2.0万股 | $1,166.6万 | 2.0万股 | -414股-2.05% | 减仓 |
 甲骨文ORCL |
| 0.62% | 0.69% | $1,417.8万 | 9.7万股 | $1,427.2万 | 9.7万股 | -273股-0.28% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.6% | 0.61% | $1,382.7万 | 5.8万股 | $1,264.6万 | 5.9万股 | -366股-0.62% | 减仓 |
 雪佛龙CVX |
| 0.59% | 0.82% | $1,347.0万 | 8.1万股 | $1,683.1万 | 8.1万股 | -86股-0.11% | 减仓 |
 Meta平台META |
| 0.58% | 0.66% | $1,326.4万 | 2.4万股 | $1,368.5万 | 2.4万股 | -371股-1.55% | 减仓 |
 应用材料AMAT |
| 0.57% | 0.31% | $1,307.9万 | 1.8万股 | $630.6万 | 1.8万股 | -362股-1.96% | 减仓 |
 可口可乐KO |
| 0.55% | 0.56% | $1,251.2万 | 15.4万股 | $1,146.8万 | 15.1万股 | +3,152股+2.09% | 加仓 |
 TJXTJX |
| 0.53% | 0.63% | $1,226.9万 | 8.1万股 | $1,294.7万 | 8.1万股 | -84股-0.10% | 减仓 |
 麦当劳MCD |
| 0.53% | 0.7% | $1,226.7万 | 4.5万股 | $1,440.6万 | 4.6万股 | -971股-2.09% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.53% | 0.47% | $1,208.2万 | 3.0万股 | $977.1万 | 3.1万股 | -292股-0.95% | 减仓 |
 Truist金融TFC |
| 0.52% | 0.54% | $1,203.2万 | 24.2万股 | $1,103.1万 | 24.0万股 | +1,568股+0.65% | 加仓 |
 康菲石油COP |
| 0.52% | 0.74% | $1,203.0万 | 11.6万股 | $1,528.2万 | 11.6万股 | -51股-0.04% | 减仓 |
