| IiShares安硕信托IVV |
| 26.3% | 26.98% | $3,295.1万 | 4.9万股 | $3,038.9万 | 4.9万股 | +289股+0.59% | 加仓 |
| IiShares安硕信托IVW |
| 11.28% | 11.45% | $1,412.9万 | 11.7万股 | $1,289.5万 | 11.7万股 | -87股-0.07% | 减仓 |
 苹果AAPL |
| 5.83% | 5.19% | $730.2万 | 2.9万股 | $584.5万 | 2.8万股 | +186股+0.65% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.83% | 4.76% | $729.9万 | 12.2万股 | $536.4万 | 9.4万股 | +2.8万股+29.46% | 加仓 |
| IiShares安硕信托EFV |
| 5.66% | 6.11% | $709.5万 | 10.5万股 | $687.8万 | 10.8万股 | -3,762股-3.47% | 减仓 |
| IiShares安硕信托IEFA |
| 4.87% | 5.54% | $609.6万 | 7.0万股 | $623.7万 | 7.5万股 | -4,901股-6.56% | 减仓 |
 亚马逊AMZN |
| 3.4% | 3.74% | $425.5万 | 1.9万股 | $421.0万 | 1.9万股 | +188股+0.98% | 加仓 |
| V先锋领航·FSTEVWO |
| 3% | 2.56% | $375.2万 | 6.9万股 | $288.1万 | 5.8万股 | +1.1万股+18.90% | 加仓 |
 英伟达NVDA |
| 2.92% | 2.65% | $365.6万 | 2.0万股 | $298.6万 | 1.9万股 | +699股+3.70% | 加仓 |
 微软MSFT |
| 2.48% | 2.61% | $311.1万 | 6,007股 | $294.1万 | 5,912股 | +95股+1.61% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.34% | 2.32% | $292.8万 | 1.4万股 | $261.3万 | 1.3万股 | +807股+6.03% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.14% | 1.88% | $267.7万 | 1.1万股 | $212.0万 | 9,823股 | +1,241股+12.63% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.75% | 1.85% | $219.5万 | 1.1万股 | $208.5万 | 1.1万股 | -44股-0.40% | 减仓 |
| IiShares安硕IEMG |
| 1.71% | 1.78% | $214.5万 | 3.3万股 | $200.9万 | 3.3万股 | -934股-2.79% | 减仓 |
| IiShares安硕·COREIJR |
| 1.69% | 1.73% | $211.2万 | 1.8万股 | $195.1万 | 1.8万股 | -74股-0.41% | 减仓 |
 博通AVGO |
| 1.4% | 1.28% | $175.4万 | 5,316股 | $143.6万 | 5,210股 | +106股+2.03% | 加仓 |
 Meta平台META |
| 1.23% | 1.35% | $154.1万 | 2,098股 | $151.6万 | 2,054股 | +44股+2.14% | 加仓 |
| G高盛ETF信托GBIL |
| 0.89% | 0.98% | $111.8万 | 1.1万股 | $110.8万 | 1.1万股 | +97股+0.88% | 加仓 |
 谷歌AGOOGL |
| 0.86% | 0.67% | $107.7万 | 4,430股 | $75.3万 | 4,274股 | +156股+3.65% | 加仓 |
 特斯拉TSLA |
| 0.77% | 0.59% | $96.4万 | 2,168股 | $66.7万 | 2,099股 | +69股+3.29% | 加仓 |
 好市多COST |
| 0.75% | 0.9% | $94.3万 | 1,019股 | $100.9万 | 1,019股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.72% | 0.63% | $90.0万 | 3,222股 | $70.4万 | 3,109股 | +113股+3.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.57% | $89.0万 | 3,655股 | $64.7万 | 3,645股 | +10股+0.27% | 加仓 |
| SSPDR道富指数基金GII |
| 0.6% | 0.65% | $75.5万 | 1.1万股 | $73.0万 | 1.1万股 | 00.00% | 持仓不变 |
 ARES CAPITALARCC |
| 0.58% | 0.68% | $72.5万 | 3.6万股 | $76.2万 | 3.5万股 | +836股+2.41% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.55% | 0.26% | $68.4万 | 1.1万股 | $28.8万 | 4,713股 | +5,816股+123.40% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.52% | $64.9万 | 2,058股 | $58.2万 | 2,007股 | +51股+2.54% | 加仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.51% | 0.65% | $63.3万 | 2.4万股 | $73.0万 | 2.4万股 | +561股+2.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.52% | $62.1万 | 1,236股 | $58.0万 | 1,195股 | +41股+3.43% | 加仓 |
 GE航空GE |
| 0.46% | 0.52% | $58.0万 | 1,928股 | $58.5万 | 2,273股 | -345股-15.18% | 减仓 |
 NETFLIXNFLX |
| 0.43% | 0.52% | $53.7万 | 448股 | $58.9万 | 440股 | +8股+1.82% | 加仓 |
 埃克森美孚XOM |
| 0.42% | 0.47% | $53.1万 | 4,712股 | $52.6万 | 4,876股 | -164股-3.36% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.39% | 0.36% | $49.5万 | 4,937股 | $40.9万 | 4,936股 | +1股+0.02% | 加仓 |
 沃尔玛WMT |
| 0.38% | 0.39% | $47.1万 | 4,569股 | $44.0万 | 4,499股 | +70股+1.56% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.37% | 0.48% | $46.9万 | 2,889股 | $53.5万 | 2,939股 | -50股-1.70% | 减仓 |
 VisaV |
| 0.34% | 0.39% | $42.7万 | 1,249股 | $43.5万 | 1,224股 | +25股+2.04% | 加仓 |
 甲骨文ORCL |
| 0.32% | 0.27% | $40.1万 | 1,426股 | $30.0万 | 1,373股 | +53股+3.86% | 加仓 |
 礼来LLY |
| 0.32% | 0.34% | $39.8万 | 521股 | $38.5万 | 493股 | +28股+5.68% | 加仓 |
 强生JNJ |
| 0.29% | 0.23% | $36.9万 | 1,990股 | $25.5万 | 1,670股 | +320股+19.16% | 加仓 |
 联合健康UNH |
| 0.28% | 0.21% | $34.7万 | 1,005股 | $23.4万 | 750股 | +255股+34.00% | 加仓 |
 GOLDMAN SACHS BDC INC SHSGSBD |
| 0.26% | 0.32% | $32.9万 | 3.2万股 | $35.7万 | 3.2万股 | +614股+1.94% | 加仓 |
 万事达MA |
| 0.25% | 0.27% | $31.1万 | 547股 | $30.0万 | 534股 | +13股+2.43% | 加仓 |
| FFS KKR CAPFSK |
| 0.24% | 0.37% | $30.3万 | 2.0万股 | $41.3万 | 2.0万股 | +351股+1.76% | 加仓 |
| IIBMIBM |
| 0.24% | 0.28% | $29.9万 | 1,059股 | $31.0万 | 1,052股 | +7股+0.67% | 加仓 |
| BBANK OF AMERBAC |
| 0.23% | 0.23% | $29.3万 | 5,678股 | $26.1万 | 5,524股 | +154股+2.79% | 加仓 |
 GE VernovaGEV |
| 0.23% | 0.29% | $28.2万 | 459股 | $33.0万 | 624股 | -165股-26.44% | 减仓 |
 艾伯维ABBV |
| 0.21% | — | $26.1万 | 1,127股 | $0 | 0股 | +1,127股 | 新买入 |
 家得宝HD |
| 0.21% | 0.2% | $26.0万 | 641股 | $23.0万 | 627股 | +14股+2.23% | 加仓 |
 GLOBAL NET LEASEGNL |
| 0.21% | 0.21% | $25.8万 | 3.2万股 | $24.0万 | 3.2万股 | +2股+0.01% | 加仓 |
 林德LIN |
| 0.2% | 0.22% | $25.5万 | 537股 | $24.5万 | 523股 | +14股+2.68% | 加仓 |
