| IiShares安硕信托IVV |
| 22.46% | 23.15% | $6,089.0万 | 8.1万股 | $5,643.2万 | 8.6万股 | -5,085股-5.89% | 减仓 |
| V先锋领航指数基金VTV |
| 14.11% | 14.82% | $3,826.0万 | 17.6万股 | $3,613.5万 | 18.4万股 | -8,613股-4.68% | 减仓 |
| IiShares安硕信托IDEV |
| 13.42% | 14.06% | $3,638.5万 | 40.9万股 | $3,427.4万 | 41.0万股 | -1,343股-0.33% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 10.95% | 10.39% | $2,967.9万 | 9.8万股 | $2,533.7万 | 10.7万股 | -8,667股-8.13% | 减仓 |
| V先锋领航白厅基金VYMI |
| 8.74% | 9.34% | $2,370.7万 | 24.1万股 | $2,276.3万 | 24.2万股 | -127股-0.05% | 减仓 |
| IiShares安硕·COREIJH |
| 4.78% | 5.33% | $1,295.1万 | 16.8万股 | $1,300.1万 | 19.3万股 | -2.5万股-12.76% | 减仓 |
| I景顺·S&PIDMO |
| 4.07% | — | $1,104.1万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
| WWORLD GOLD TRGLD |
| 3.44% | — | $933.4万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 苹果AAPL |
| 2.17% | 2.13% | $589.7万 | 2.0万股 | $518.6万 | 2.0万股 | -55股-0.27% | 减仓 |
| IiShares安硕信托IEFA |
| 1.84% | 1.95% | $498.4万 | 5.2万股 | $474.2万 | 5.2万股 | -776股-1.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.49% | 1.68% | $404.7万 | 1.1万股 | $410.0万 | 1.4万股 | -2,836股-19.84% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.82% | 0.79% | $223.1万 | 5.3万股 | $193.7万 | 5.3万股 | -150股-0.28% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.67% | 0.62% | $181.3万 | 1.5万股 | $151.5万 | 3,553股 | +1.1万股+310.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.66% | 0.66% | $179.0万 | 2,397股 | $160.2万 | 2,463股 | -66股-2.68% | 减仓 |
 谷歌AGOOGL |
| 0.64% | 0.57% | $174.3万 | 4,876股 | $137.9万 | 4,797股 | +79股+1.65% | 加仓 |
| V先锋领航·MIDVO |
| 0.6% | 1.04% | $162.5万 | 2.0万股 | $253.3万 | 8,819股 | +1.1万股+128.65% | 加仓 |
| IiShares安硕·COREIJR |
| 0.58% | 0.57% | $156.3万 | 1.1万股 | $138.2万 | 1.1万股 | -582股-5.23% | 减仓 |
 Meta平台META |
| 0.53% | 0.61% | $144.4万 | 2,563股 | $147.9万 | 2,585股 | -22股-0.85% | 减仓 |
| IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID |
| 0.53% | 0.62% | $143.5万 | 6.5万股 | $150.7万 | 6.8万股 | -3,069股-4.53% | 减仓 |
 微软MSFT |
| 0.52% | 0.57% | $140.9万 | 3,776股 | $138.0万 | 3,728股 | +48股+1.29% | 加仓 |
 英伟达NVDA |
| 0.44% | 0.41% | $120.0万 | 5,995股 | $100.7万 | 5,773股 | +222股+3.85% | 加仓 |
 台积电TSM |
| 0.42% | 0.33% | $115.2万 | 2,413股 | $80.7万 | 2,389股 | +24股+1.00% | 加仓 |
 亚马逊AMZN |
| 0.42% | 0.42% | $113.5万 | 4,761股 | $101.5万 | 4,875股 | -114股-2.34% | 减仓 |
| V先锋领航指数基金VUG |
| 0.39% | 0.39% | $106.1万 | 1.2万股 | $95.2万 | 2,180股 | +1.0万股+465.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.37% | $93.3万 | 1,865股 | $89.7万 | 1,872股 | -7股-0.37% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.29% | 0.27% | $79.4万 | 2,643股 | $65.6万 | 2,644股 | -1股-0.04% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.28% | 0.29% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.28% | 0.27% | $74.6万 | 3,076股 | $66.9万 | 3,133股 | -57股-1.82% | 减仓 |
| S嘉信策略信托SCHF |
| 0.27% | 0.27% | $72.7万 | 2.6万股 | $66.3万 | 2.7万股 | -520股-1.94% | 减仓 |
| I景顺QQQ信托VOO |
| 0.26% | 0.29% | $71.6万 | 972股 | $71.5万 | 1,238股 | -266股-21.49% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.25% | 0.25% | $68.8万 | 1,681股 | $60.0万 | 1,684股 | -3股-0.18% | 减仓 |
 CENTRAL SECSCET |
| 0.25% | 0.27% | $66.5万 | 1.3万股 | $66.4万 | 1.3万股 | +98股+0.75% | 加仓 |
 康宁GLW |
| 0.22% | 0.12% | $60.0万 | 2,348股 | $28.8万 | 2,119股 | +229股+10.81% | 加仓 |
 博通AVGO |
| 0.2% | 0.19% | $54.2万 | 1,436股 | $45.2万 | 1,462股 | -26股-1.78% | 减仓 |
| IiShares安硕信托IXUS |
| 0.18% | 0.19% | $50.0万 | 5,236股 | $45.6万 | 5,263股 | -27股-0.51% | 减仓 |
| V先锋领航指数基金VOO |
| 0.18% | 0.21% | $48.9万 | 711股 | $50.8万 | 850股 | -139股-16.35% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.17% | 0.24% | $47.2万 | 4,276股 | $58.6万 | 6,027股 | -1,751股-29.05% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.17% | 0.31% | $45.8万 | 3,461股 | $76.3万 | 6,797股 | -3,336股-49.08% | 减仓 |
| IiShares安硕IEMG |
| 0.17% | 0.16% | $45.3万 | 5,465股 | $38.0万 | 5,441股 | +24股+0.44% | 加仓 |
| G通用动力VTI |
| 0.16% | 0.16% | $44.7万 | 1,207股 | $38.7万 | 1,207股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.16% | 0.18% | $44.5万 | 1,754股 | $44.8万 | 1,833股 | -79股-4.31% | 减仓 |
 雷神技术RTX |
| 0.12% | 0.15% | $33.8万 | 1,781股 | $36.0万 | 1,864股 | -83股-4.45% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.12% | 0.11% | $31.9万 | 5,710股 | $27.4万 | 5,819股 | -109股-1.87% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.11% | 0.11% | $28.9万 | 4,840股 | $26.2万 | 4,840股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.1% | — | $28.4万 | 1,967股 | $0 | 0股 | +1,967股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.1% | 0.1% | $27.4万 | 3,200股 | $24.7万 | 3,203股 | -3股-0.09% | 减仓 |
| V先锋领航指数基金VV |
| 0.1% | 0.1% | $27.1万 | 789股 | $23.6万 | 789股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.1% | 0.1% | $27.1万 | 893股 | $23.9万 | 911股 | -18股-1.98% | 减仓 |
 联合太平洋铁路UNP |
| 0.1% | 0.1% | $26.2万 | 963股 | $23.4万 | 963股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.09% | — | $25.5万 | 905股 | $0 | 0股 | +905股 | 新买入 |
