| IiShares安硕·RUSSELLIWB |
| 32.71% | 32.07% | $1.42亿 | 34.7万股 | $1.22亿 | 34.1万股 | +6,549股+1.92% | 加仓 |
 苹果AAPL |
| 18.41% | 18.74% | $8,009.4万 | 27.7万股 | $7,101.2万 | 28.0万股 | -3,011股-1.08% | 减仓 |
| IiShares安硕IEMG |
| 12.04% | 11.59% | $5,238.6万 | 63.2万股 | $4,394.1万 | 63.0万股 | +2,394股+0.38% | 加仓 |
| V先锋领航指数基金VB |
| 11.03% | 10.67% | $4,799.2万 | 15.8万股 | $4,042.6万 | 15.4万股 | +3,985股+2.58% | 加仓 |
| IiShares安硕信托USRT |
| 4.21% | 4.18% | $1,830.5万 | 27.5万股 | $1,583.5万 | 26.8万股 | +7,936股+2.97% | 加仓 |
| S嘉信·USSCHP |
| 2.08% | 2.36% | $903.7万 | 34.1万股 | $895.1万 | 33.6万股 | +4,637股+1.38% | 加仓 |
| IiShares安硕信托IWV |
| 1.28% | 1.26% | $558.6万 | 1.3万股 | $478.1万 | 1.3万股 | +203股+1.57% | 加仓 |
| IiShares安硕信托AGG |
| 0.97% | 1.06% | $423.5万 | 4.3万股 | $399.9万 | 4.0万股 | +2,504股+6.22% | 加仓 |
 艾伯维ABBV |
| 0.93% | 0.92% | $404.3万 | 1.6万股 | $347.6万 | 1.6万股 | +85股+0.53% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.81% | 0.81% | $351.6万 | 3.4万股 | $305.5万 | 3.1万股 | +2,393股+7.61% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.78% | 0.8% | $339.5万 | 4,545股 | $304.8万 | 4,686股 | -141股-3.01% | 减仓 |
 联合健康UNH |
| 0.73% | 0.54% | $316.7万 | 7,619股 | $205.0万 | 7,578股 | +41股+0.54% | 加仓 |
 PROGRESSIVEPGR |
| 0.71% | 0.74% | $307.5万 | 1.4万股 | $279.1万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.68% | 0.7% | $296.4万 | 1.5万股 | $265.4万 | 1.5万股 | -403股-2.65% | 减仓 |
 微软MSFT |
| 0.56% | 0.74% | $244.9万 | 6,567股 | $278.8万 | 7,531股 | -964股-12.80% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.46% | $225.1万 | 4,499股 | $174.8万 | 3,648股 | +851股+23.33% | 加仓 |
 MCKESSON COMMCK |
| 0.49% | 0.65% | $214.4万 | 2,838股 | $245.4万 | 2,835股 | +3股+0.11% | 加仓 |
 雪佛龙CVX |
| 0.49% | 0.7% | $211.9万 | 1.3万股 | $264.5万 | 1.3万股 | +4股+0.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.44% | $206.9万 | 5,855股 | $167.9万 | 5,853股 | +2股+0.03% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.47% | $203.6万 | 8,544股 | $177.8万 | 8,537股 | +7股+0.08% | 加仓 |
| I景顺QQQ信托VOO |
| 0.43% | 0.43% | $185.4万 | 2,518股 | $162.9万 | 2,822股 | -304股-10.77% | 减仓 |
 VanEck ETF信托SMH |
| 0.39% | 0.28% | $171.3万 | 2,612股 | $105.1万 | 2,742股 | -130股-4.74% | 减仓 |
 谷歌AGOOGL |
| 0.39% | 0.64% | $170.3万 | 4,766股 | $241.6万 | 8,401股 | -3,635股-43.27% | 减仓 |
 强生JNJ |
| 0.38% | 0.42% | $165.4万 | 6,514股 | $159.0万 | 6,506股 | +8股+0.12% | 加仓 |
 雅培ABT |
| 0.35% | 0.45% | $150.6万 | 1.7万股 | $170.6万 | 1.7万股 | -19股-0.11% | 减仓 |
| IiShares安硕信托AOR |
| 0.34% | 0.36% | $146.4万 | 2.1万股 | $135.8万 | 2.1万股 | -31股-0.15% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.31% | 0.34% | $136.7万 | 8,981股 | $130.5万 | 8,943股 | +38股+0.42% | 加仓 |
| IiShares安硕信托AOA |
| 0.25% | 0.25% | $108.2万 | 1.1万股 | $95.3万 | 1.1万股 | +312股+2.90% | 加仓 |
| V先锋领航全球基金VGT |
| 0.24% | 0.2% | $106.2万 | 8,886股 | $77.4万 | 1,110股 | +7,776股+700.54% | 加仓 |
 DANAHER DEL COMDHR |
| 0.23% | — | $99.9万 | 5,243股 | $0 | 0股 | +5,243股 | 新买入 |
 思科CSCO |
| 0.23% | 0.17% | $98.4万 | 8,379股 | $64.8万 | 8,347股 | +32股+0.38% | 加仓 |
 GE航空GE |
| 0.21% | 0.18% | $92.3万 | 2,468股 | $67.0万 | 2,360股 | +108股+4.58% | 加仓 |
 礼来LLY |
| 0.2% | 0.18% | $86.7万 | 723股 | $66.5万 | 723股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.19% | 0.14% | $82.6万 | 776股 | $54.9万 | 774股 | +2股+0.26% | 加仓 |
 WHITE MTNS INSWTM |
| 0.18% | — | $79.4万 | 383股 | $0 | 0股 | +383股 | 新买入 |
 家得宝HD |
| 0.18% | 0.2% | $78.5万 | 2,226股 | $74.3万 | 2,259股 | -33股-1.46% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.17% | 0.18% | $73.7万 | 3,113股 | $66.9万 | 3,111股 | +2股+0.06% | 加仓 |
 FIRST BUSEYBUSE |
| 0.17% | 0.25% | $73.2万 | 2.5万股 | $94.0万 | 3.7万股 | -1.2万股-33.29% | 减仓 |
 埃克森美孚XOM |
| 0.17% | 0.24% | $72.9万 | 5,330股 | $90.5万 | 5,335股 | -5股-0.09% | 减仓 |
 GE VernovaGEV |
| 0.17% | 0.14% | $72.6万 | 618股 | $51.6万 | 591股 | +27股+4.57% | 加仓 |
 博通AVGO |
| 0.16% | 0.15% | $70.4万 | 1,864股 | $57.2万 | 1,847股 | +17股+0.92% | 加仓 |
 宣伟SHW |
| 0.16% | 0.17% | $67.7万 | 1,967股 | $62.9万 | 1,962股 | +5股+0.25% | 加仓 |
| SSPDR道富指数基金RWO |
| 0.14% | 0.14% | $62.1万 | 1.2万股 | $53.9万 | 1.2万股 | +708股+6.01% | 加仓 |
 麦当劳MCD |
| 0.14% | 0.18% | $58.8万 | 2,176股 | $67.3万 | 2,167股 | +9股+0.42% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.13% | 0.13% | $57.5万 | 1.2万股 | $50.8万 | 1.1万股 | +807股+7.52% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.13% | 0.16% | $57.5万 | 4,922股 | $60.7万 | 5,245股 | -323股-6.16% | 减仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.13% | $56.6万 | 824股 | $49.1万 | 822股 | +2股+0.24% | 加仓 |
 特斯拉TSLA |
| 0.13% | 0.13% | $55.6万 | 1,322股 | $49.1万 | 1,322股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.12% | 0.13% | $53.8万 | 5,587股 | $48.6万 | 5,043股 | +544股+10.79% | 加仓 |
| IIBMIBM |
| 0.12% | 0.12% | $52.1万 | 1,854股 | $43.9万 | 1,810股 | +44股+2.43% | 加仓 |
