| IiShares安硕信托IVV |
| 20.05% | 19.69% | $2.27亿 | 30.4万股 | $1.92亿 | 29.4万股 | +9,589股+3.26% | 加仓 |
 苹果AAPL |
| 4.69% | 4.63% | $5,321.1万 | 18.4万股 | $4,515.4万 | 17.8万股 | +5,974股+3.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.14% | 4.63% | $4,698.9万 | 6.3万股 | $4,517.3万 | 6.9万股 | -6,537股-9.41% | 减仓 |
| G通用动力VTI |
| 3.58% | 3.59% | $4,058.4万 | 11.0万股 | $3,505.1万 | 10.9万股 | +418股+0.38% | 加仓 |
 英伟达NVDA |
| 2.99% | 2.94% | $3,388.3万 | 16.9万股 | $2,869.5万 | 16.5万股 | +4,800股+2.92% | 加仓 |
 华纳兄弟探索WBD |
| 2.53% | 3.03% | $2,872.7万 | 107.8万股 | $2,958.8万 | 107.7万股 | +60股+0.01% | 加仓 |
 微软MSFT |
| 2.1% | 2.27% | $2,377.8万 | 6.4万股 | $2,213.9万 | 6.0万股 | +3,936股+6.58% | 加仓 |
| V先锋领航·S&PIVOG |
| 2.06% | 1.79% | $2,333.6万 | 16.0万股 | $1,745.8万 | 14.0万股 | +2.0万股+14.24% | 加仓 |
 艾伯维ABBV |
| 2.03% | 2.03% | $2,308.6万 | 9.2万股 | $1,980.1万 | 9.1万股 | +699股+0.77% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.7% | 1.71% | $1,925.9万 | 12.3万股 | $1,663.9万 | 12.0万股 | +2,437股+2.03% | 加仓 |
 谷歌AGOOGL |
| 1.68% | 1.47% | $1,912.2万 | 5.4万股 | $1,432.1万 | 5.0万股 | +3,705股+7.44% | 加仓 |
 亚马逊AMZN |
| 1.65% | 1.56% | $1,871.6万 | 7.9万股 | $1,522.1万 | 7.3万股 | +5,441股+7.44% | 加仓 |
 Meta平台META |
| 1.58% | 1.8% | $1,788.9万 | 3.2万股 | $1,758.0万 | 3.1万股 | +1,029股+3.35% | 加仓 |
 ShopifySHOP |
| 1.52% | 1.86% | $1,730.1万 | 15.2万股 | $1,812.6万 | 15.3万股 | -1,287股-0.84% | 减仓 |
 Targa资源TRGP |
| 1.51% | 1.64% | $1,712.1万 | 6.4万股 | $1,598.8万 | 6.4万股 | +86股+0.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.27% | 1.4% | $1,444.1万 | 2.9万股 | $1,363.0万 | 2.8万股 | +417股+1.47% | 加仓 |
 联合健康UNH |
| 1.13% | 0.82% | $1,277.0万 | 3.1万股 | $804.6万 | 3.0万股 | +989股+3.33% | 加仓 |
 摩根大通JPM |
| 1.02% | 1.1% | $1,155.4万 | 3.5万股 | $1,073.8万 | 3.7万股 | -1,207股-3.31% | 减仓 |
 雅培ABT |
| 1% | 1.28% | $1,140.2万 | 12.6万股 | $1,251.2万 | 12.2万股 | +3,786股+3.11% | 加仓 |
 博通AVGO |
| 0.93% | 0.94% | $1,055.2万 | 2.8万股 | $916.3万 | 3.0万股 | -1,670股-5.64% | 减仓 |
 宝洁PG |
| 0.81% | 0.93% | $923.0万 | 6.3万股 | $902.8万 | 6.3万股 | +441股+0.71% | 加仓 |
 美光科技MU |
| 0.78% | 0.21% | $888.3万 | 7,695股 | $208.9万 | 6,184股 | +1,511股+24.43% | 加仓 |
| IiShares安硕信托IVW |
| 0.78% | 0.75% | $887.1万 | 6.5万股 | $731.7万 | 6.5万股 | -183股-0.28% | 减仓 |
 礼来LLY |
| 0.68% | 0.53% | $769.8万 | 6,418股 | $521.3万 | 5,668股 | +750股+13.23% | 加仓 |
| IiShares安硕·COREIJH |
| 0.66% | 0.65% | $745.6万 | 9.7万股 | $633.5万 | 9.4万股 | +2,881股+3.07% | 加仓 |
 沃尔玛WMT |
| 0.66% | 0.85% | $743.4万 | 6.6万股 | $831.6万 | 6.7万股 | -1,276股-1.91% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.54% | $725.1万 | 2.1万股 | $526.0万 | 1.8万股 | +2,183股+11.90% | 加仓 |
 强生JNJ |
| 0.58% | 0.6% | $655.9万 | 2.6万股 | $588.5万 | 2.4万股 | +1,748股+7.26% | 加仓 |
 台积电TSM |
| 0.56% | 0.36% | $639.0万 | 1.3万股 | $350.6万 | 1.0万股 | +3,007股+28.99% | 加仓 |
 万事达MA |
| 0.55% | 0.52% | $629.6万 | 1.2万股 | $510.4万 | 1.0万股 | +2,044股+20.01% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.54% | 0.55% | $618.1万 | 6.0万股 | $533.3万 | 5.5万股 | +4,603股+8.38% | 加仓 |
 特斯拉TSLA |
| 0.54% | 0.49% | $607.4万 | 1.4万股 | $477.3万 | 1.3万股 | +1,600股+12.46% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.52% | 0.52% | $591.6万 | 5.4万股 | $503.6万 | 5.2万股 | +1,826股+3.53% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.51% | 0.67% | $576.0万 | 29.4万股 | $650.2万 | 33.1万股 | -3.8万股-11.37% | 减仓 |
 卡特彼勒CAT |
| 0.47% | 0.3% | $532.4万 | 5,000股 | $289.2万 | 4,082股 | +918股+22.49% | 加仓 |
| IiShares安硕信托IXUS |
| 0.47% | 0.48% | $530.6万 | 5.6万股 | $467.5万 | 5.4万股 | +1,639股+3.04% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.44% | 0.39% | $494.8万 | 5.0万股 | $385.1万 | 5.0万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.42% | 0.55% | $477.7万 | 3.5万股 | $541.1万 | 3.2万股 | +3,042股+9.54% | 加仓 |
 好市多COST |
| 0.42% | 0.5% | $476.4万 | 5,093股 | $484.1万 | 4,858股 | +235股+4.84% | 加仓 |
 VisaV |
| 0.41% | 0.42% | $460.1万 | 1.3万股 | $406.7万 | 1.3万股 | -46股-0.34% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.4% | 0.38% | $455.7万 | 3.7万股 | $368.4万 | 8,639股 | +2.8万股+324.83% | 加仓 |
 AMD超威AMD |
| 0.4% | 0.17% | $455.4万 | 7,839股 | $163.3万 | 8,027股 | -188股-2.34% | 减仓 |
 PALO ALTOPANW |
| 0.39% | 0.23% | $448.2万 | 1.3万股 | $225.6万 | 1.4万股 | -931股-6.62% | 减仓 |
| MMYRMYRG |
| 0.39% | 0.26% | $442.2万 | 8,836股 | $249.5万 | 8,836股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.38% | 0.42% | $435.5万 | 3.2万股 | $405.3万 | 3.1万股 | +907股+2.93% | 加仓 |
| IiShares安硕·COREIJR |
| 0.37% | 0.35% | $423.3万 | 2.9万股 | $341.2万 | 2.7万股 | +1,089股+3.97% | 加仓 |
| IiShares安硕信托EEM |
| 0.37% | 0.35% | $418.3万 | 6.1万股 | $342.4万 | 6.0万股 | +859股+1.42% | 加仓 |
 ADVANCED DRAIN SYS DELWMS |
| 0.35% | 0.39% | $399.4万 | 2.5万股 | $376.4万 | 2.7万股 | -2,000股-7.29% | 减仓 |
 GE航空GE |
| 0.33% | 0.31% | $379.3万 | 1.0万股 | $299.7万 | 1.1万股 | -412股-3.90% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.33% | 0.37% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
