| IiShares安硕信托IVV |
| 11.66% | 12.06% | $1.61亿 | 21.5万股 | $1.41亿 | 21.6万股 | -1,474股-0.68% | 减仓 |
 PACSPACS |
| 10.22% | 7.55% | $1.41亿 | 330.7万股 | $8,846.4万 | 275.4万股 | +55.3万股+20.08% | 加仓 |
| IiShares安硕·COREIJH |
| 5.83% | 5.84% | $8,043.8万 | 104.3万股 | $6,844.4万 | 101.4万股 | +3.0万股+2.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.66% | 5.57% | $7,809.7万 | 10.5万股 | $6,520.8万 | 10.0万股 | +4,312股+4.30% | 加仓 |
| IiShares安硕信托IEFA |
| 4.62% | 4.74% | $6,376.1万 | 66.0万股 | $5,557.0万 | 61.4万股 | +4.6万股+7.55% | 加仓 |
| V先锋领航·TOTALBND |
| 3.68% | 4.23% | $5,077.7万 | 69.2万股 | $4,955.8万 | 67.3万股 | +1.9万股+2.78% | 加仓 |
| V先锋领航全球基金ESGV |
| 3.49% | 3.49% | $4,822.2万 | 36.5万股 | $4,093.1万 | 36.5万股 | +79股+0.02% | 加仓 |
| DDBX ETF信托DBEF |
| 3.08% | 3.22% | $4,253.9万 | 77.9万股 | $3,771.5万 | 76.3万股 | +1.5万股+1.99% | 加仓 |
| PPGIM ULTRAPULS |
| 3.04% | 2.85% | $4,198.6万 | 84.7万股 | $3,342.9万 | 67.5万股 | +17.2万股+25.46% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 2.98% | 3.43% | $4,118.7万 | 55股 | $4,021.6万 | 56股 | -1股-1.79% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.55% | 2.64% | $3,525.4万 | 5.0万股 | $3,091.5万 | 5.0万股 | -1股-0.00% | 减仓 |
 微软MSFT |
| 2.37% | 2.64% | $3,268.1万 | 8.8万股 | $3,094.4万 | 8.4万股 | +4,016股+4.80% | 加仓 |
 苹果AAPL |
| 2.15% | 2.28% | $2,963.6万 | 10.2万股 | $2,666.9万 | 10.5万股 | -2,666股-2.54% | 减仓 |
| IiShares安硕信托GVI |
| 2% | 2.13% | $2,755.9万 | 25.6万股 | $2,497.2万 | 23.5万股 | +2.1万股+8.85% | 加仓 |
| IiShares安硕·COREIJR |
| 1.94% | 1.84% | $2,675.5万 | 18.0万股 | $2,161.1万 | 17.4万股 | +6,549股+3.77% | 加仓 |
| V先锋领航指数基金VB |
| 1.88% | 1.91% | $2,592.1万 | 8.6万股 | $2,239.8万 | 8.6万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.69% | 0.68% | $2,333.6万 | 4.0万股 | $800.7万 | 3.9万股 | +810股+2.06% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.51% | 1.5% | $2,078.5万 | 6.9万股 | $1,762.8万 | 7.1万股 | -1,901股-2.67% | 减仓 |
| V先锋领航全球基金VGT |
| 1.42% | 1.22% | $1,965.1万 | 16.4万股 | $1,434.0万 | 2.1万股 | +14.4万股+700.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.38% | 1.3% | $1,909.3万 | 5.4万股 | $1,523.3万 | 5.3万股 | +937股+1.76% | 加仓 |
 雪佛龙CVX |
| 1.27% | 1.84% | $1,749.7万 | 10.6万股 | $2,155.6万 | 10.4万股 | +1,372股+1.32% | 加仓 |
| I景顺QQQ信托VOO |
| 1.03% | 0.94% | $1,426.8万 | 1.9万股 | $1,099.4万 | 1.9万股 | +328股+1.72% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.97% | 1.05% | $1,344.0万 | 2.7万股 | $1,226.8万 | 2.6万股 | +1,257股+4.91% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.9% | 0.98% | $1,241.9万 | 18.4万股 | $1,148.3万 | 18.0万股 | +4,089股+2.28% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.79% | 0.81% | $1,094.2万 | 13.3万股 | $953.3万 | 13.3万股 | -5股-0.00% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.63% | 0.7% | $872.9万 | 8.4万股 | $825.4万 | 8.5万股 | -952股-1.12% | 减仓 |
| IiShares安硕IEMG |
| 0.63% | 0.61% | $872.8万 | 10.5万股 | $720.0万 | 10.3万股 | +2,133股+2.07% | 加仓 |
| HHERTZ GLOBAL HLDGS INC NHTZWW |
| 0.62% | — | $859.4万 | 379.4万股 | $0 | 0股 | +379.4万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.59% | 0.6% | $815.7万 | 1.2万股 | $702.4万 | 1.2万股 | +122股+1.04% | 加仓 |
 英伟达NVDA |
| 0.58% | 0.53% | $804.6万 | 4.0万股 | $622.0万 | 3.6万股 | +4,547股+12.75% | 加仓 |
 谷歌AGOOGL |
| 0.56% | 0.51% | $778.7万 | 2.2万股 | $596.1万 | 2.1万股 | +1,061股+5.12% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.56% | 0.66% | $774.2万 | 9.4万股 | $770.6万 | 9.3万股 | +557股+0.60% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.52% | 0.55% | $722.8万 | 12.1万股 | $644.3万 | 11.9万股 | +1,879股+1.58% | 加仓 |
 亚马逊AMZN |
| 0.51% | 0.5% | $704.5万 | 3.0万股 | $587.9万 | 2.8万股 | +1,331股+4.72% | 加仓 |
 VisaV |
| 0.44% | 0.44% | $612.8万 | 1.8万股 | $521.2万 | 1.7万股 | +618股+3.58% | 加仓 |
 特斯拉TSLA |
| 0.43% | 0.43% | $590.2万 | 1.4万股 | $504.6万 | 1.4万股 | +459股+3.38% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.41% | 0.44% | $566.6万 | 5.9万股 | $520.8万 | 5.9万股 | +38股+0.06% | 加仓 |
| J骏利亨德森JAAA |
| 0.39% | 0.3% | $531.8万 | 10.5万股 | $351.1万 | 7.0万股 | +3.6万股+51.13% | 加仓 |
| G通用动力VTI |
| 0.35% | 0.42% | $479.4万 | 1.3万股 | $487.3万 | 1.5万股 | -2,235股-14.71% | 减仓 |
 摩根大通JPM |
| 0.31% | 0.32% | $427.0万 | 1.3万股 | $374.5万 | 1.3万股 | +313股+2.46% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.29% | 0.27% | $406.9万 | 8.0万股 | $315.0万 | 6.2万股 | +1.8万股+29.26% | 加仓 |
 EQTEQT |
| 0.29% | 0.41% | $399.8万 | 7.5万股 | $478.2万 | 7.5万股 | +68股+0.09% | 加仓 |
 Meta平台META |
| 0.27% | 0.3% | $375.1万 | 6,659股 | $349.1万 | 6,102股 | +557股+9.13% | 加仓 |
| S嘉信策略信托SCHD |
| 0.25% | 0.27% | $342.5万 | 10.8万股 | $317.5万 | 10.3万股 | +4,528股+4.38% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.24% | 0.25% | $325.7万 | 4.0万股 | $298.4万 | 3.8万股 | +1,527股+4.01% | 加仓 |
 Arista网络ANET |
| 0.23% | 0.19% | $321.1万 | 1.9万股 | $226.2万 | 1.8万股 | +483股+2.62% | 加仓 |
 NETFLIXNFLX |
| 0.23% | 0.36% | $317.7万 | 4.4万股 | $417.7万 | 4.3万股 | +1,053股+2.42% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.22% | 0.24% | $307.2万 | 2.5万股 | $284.5万 | 6,673股 | +1.8万股+270.79% | 加仓 |
 EXPAND ENERGYEXE |
| 0.22% | 0.31% | $302.1万 | 3.3万股 | $363.7万 | 3.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.21% | 0.18% | $291.7万 | 7,723股 | $205.8万 | 6,648股 | +1,075股+16.17% | 加仓 |
