| IiShares安硕信托IVV |
| 3.44% | 2.98% | $1.22亿 | 16.4万股 | $9,652.7万 | 15.2万股 | +1.2万股+7.91% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.04% | 3.05% | $1.08亿 | 261.6万股 | $9,881.9万 | 253.6万股 | +7.9万股+3.13% | 加仓 |
 苹果AAPL |
| 3.02% | 2.94% | $1.07亿 | 37.3万股 | $9,525.6万 | 37.9万股 | -5,934股-1.57% | 减仓 |
| G通用动力VTI |
| 2.92% | 2.74% | $1.03亿 | 28.2万股 | $8,890.6万 | 28.5万股 | -3,078股-1.08% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.6% | 2.53% | $9,212.3万 | 108.5万股 | $8,205.6万 | 109.9万股 | -1.5万股-1.34% | 减仓 |
 微软MSFT |
| 2.34% | 2.59% | $8,297.3万 | 22.3万股 | $8,383.5万 | 22.9万股 | -5,639股-2.46% | 减仓 |
 亚马逊AMZN |
| 2.25% | 1.99% | $7,968.3万 | 33.3万股 | $6,435.8万 | 31.4万股 | +1.9万股+6.08% | 加仓 |
 英伟达NVDA |
| 2.22% | 1.92% | $7,864.8万 | 39.6万股 | $6,206.1万 | 36.1万股 | +3.4万股+9.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.05% | 1.83% | $7,284.4万 | 20.7万股 | $5,923.7万 | 21.3万股 | -5,860股-2.75% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.76% | 1.74% | $6,237.4万 | 12.5万股 | $5,638.6万 | 11.8万股 | +6,924股+5.85% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.49% | 1.51% | $5,270.3万 | 50.9万股 | $4,877.6万 | 51.7万股 | -7,963股-1.54% | 减仓 |
 摩根大通JPM |
| 1.44% | 1.54% | $5,106.8万 | 15.6万股 | $4,982.4万 | 17.1万股 | -1.6万股-9.09% | 减仓 |
 沃尔玛WMT |
| 1.36% | 1.58% | $4,821.5万 | 42.1万股 | $5,109.0万 | 41.3万股 | +8,123股+1.97% | 加仓 |
 博通AVGO |
| 1.29% | 1.26% | $4,567.3万 | 12.2万股 | $4,073.8万 | 13.5万股 | -1.3万股-9.66% | 减仓 |
 谷歌AGOOGL |
| 1.25% | 1.12% | $4,433.0万 | 12.4万股 | $3,623.4万 | 12.7万股 | -3,007股-2.36% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.22% | 0.95% | $4,325.0万 | 34.5万股 | $3,067.2万 | 29.0万股 | +5.4万股+18.75% | 加仓 |
| V先锋领航指数基金VOO |
| 1.15% | 1.12% | $4,092.8万 | 6.0万股 | $3,638.5万 | 6.1万股 | -1,377股-2.26% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.02% | 0.99% | $3,616.5万 | 4.9万股 | $3,191.7万 | 5.0万股 | -1,289股-2.58% | 减仓 |
 迈威尔MRVL |
| 0.92% | 0.31% | $3,271.6万 | 11.7万股 | $1,004.1万 | 11.4万股 | +2,398股+2.10% | 加仓 |
 埃克森美孚XOM |
| 0.88% | 1.12% | $3,126.0万 | 22.9万股 | $3,613.5万 | 21.2万股 | +1.8万股+8.35% | 加仓 |
 AMD超威AMD |
| 0.87% | 0.33% | $3,097.4万 | 5.5万股 | $1,059.0万 | 5.3万股 | +1,959股+3.69% | 加仓 |
 强生JNJ |
| 0.87% | 0.86% | $3,089.9万 | 12.0万股 | $2,796.3万 | 11.5万股 | +5,213股+4.53% | 加仓 |
 科磊KLAC |
| 0.87% | 0.48% | $3,087.2万 | 11.1万股 | $1,549.6万 | 1.1万股 | +10.0万股+888.28% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.86% | 0.91% | $3,065.3万 | 52.6万股 | $2,945.2万 | 50.4万股 | +2.3万股+4.51% | 加仓 |
 思科CSCO |
| 0.85% | 0.57% | $3,030.3万 | 25.8万股 | $1,843.1万 | 23.9万股 | +1.9万股+7.94% | 加仓 |
 雷神技术RTX |
| 0.82% | 0.86% | $2,897.3万 | 15.4万股 | $2,791.7万 | 14.7万股 | +6,487股+4.40% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.73% | $2,873.8万 | 4.0万股 | $2,363.2万 | 4.2万股 | -2,418股-5.77% | 减仓 |
 雪佛龙CVX |
| 0.79% | 1.14% | $2,791.7万 | 16.7万股 | $3,677.5万 | 17.6万股 | -9,089股-5.16% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.76% | 0.73% | $2,711.6万 | 22.2万股 | $2,375.9万 | 5.8万股 | +16.4万股+284.62% | 加仓 |
 Meta平台META |
| 0.75% | 0.86% | $2,674.9万 | 4.8万股 | $2,774.1万 | 4.9万股 | -1,774股-3.60% | 减仓 |
| N新纪元能源NEE |
| 0.74% | 0.9% | $2,636.9万 | 29.9万股 | $2,918.4万 | 31.6万股 | -1.7万股-5.33% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.65% | 0.75% | $2,306.6万 | 21.7万股 | $2,423.8万 | 22.8万股 | -1.1万股-4.62% | 减仓 |
| IiShares安硕·COREIJH |
| 0.61% | 0.54% | $2,178.2万 | 28.4万股 | $1,734.4万 | 26.2万股 | +2.2万股+8.32% | 加仓 |
| C花旗集团C |
| 0.59% | 0.49% | $2,104.0万 | 14.8万股 | $1,577.0万 | 14.7万股 | +1,036股+0.71% | 加仓 |
 好市多COST |
| 0.58% | 0.68% | $2,072.2万 | 2.2万股 | $2,209.8万 | 2.2万股 | -128股-0.58% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.57% | 0.42% | $2,028.1万 | 19.0万股 | $1,357.5万 | 14.8万股 | +4.3万股+28.82% | 加仓 |
 美光科技MU |
| 0.57% | 0.09% | $2,009.0万 | 1.7万股 | $293.0万 | 8,947股 | +8,504股+95.05% | 加仓 |
| V先锋领航指数基金VTV |
| 0.55% | 0.54% | $1,953.9万 | 9.0万股 | $1,734.6万 | 8.9万股 | +1,121股+1.27% | 加仓 |
| IiShares安硕信托EFG |
| 0.54% | 0.55% | $1,923.4万 | 15.6万股 | $1,770.8万 | 16.4万股 | -8,366股-5.09% | 减仓 |
 百事可乐PEP |
| 0.53% | 0.77% | $1,887.0万 | 13.9万股 | $2,486.0万 | 16.0万股 | -2.1万股-13.17% | 减仓 |
 伊顿ETN |
| 0.52% | 0.58% | $1,848.4万 | 4.4万股 | $1,872.7万 | 5.3万股 | -8,911股-16.73% | 减仓 |
 迪士尼DIS |
| 0.52% | 0.61% | $1,844.8万 | 18.9万股 | $1,963.3万 | 20.6万股 | -1.7万股-8.12% | 减仓 |
 礼来LLY |
| 0.51% | 0.44% | $1,821.0万 | 1.5万股 | $1,409.5万 | 1.5万股 | -365股-2.36% | 减仓 |
 宝洁PG |
| 0.5% | 0.58% | $1,778.8万 | 12.1万股 | $1,892.1万 | 13.1万股 | -1.0万股-7.89% | 减仓 |
 联合太平洋铁路UNP |
| 0.49% | 0.4% | $1,721.8万 | 6.3万股 | $1,301.7万 | 5.4万股 | +9,401股+17.45% | 加仓 |
 LITTELFUSELFUS |
| 0.48% | 0.55% | $1,705.8万 | 3.7万股 | $1,796.0万 | 5.3万股 | -1.5万股-29.22% | 减仓 |
 南方电力SO |
| 0.48% | 0.49% | $1,697.6万 | 17.6万股 | $1,591.1万 | 16.4万股 | +1.2万股+7.26% | 加仓 |
| B纽约梅隆银行BK |
| 0.48% | 0.46% | $1,696.3万 | 11.8万股 | $1,496.9万 | 12.9万股 | -1.1万股-8.72% | 减仓 |
| IiShares安硕信托GVI |
| 0.46% | 0.44% | $1,623.7万 | 15.2万股 | $1,418.4万 | 13.3万股 | +1.9万股+14.45% | 加仓 |
| CCHEWY CL ACHWY |
| 0.46% | 0.48% | $1,623.6万 | 83.3万股 | $1,548.7万 | 59.0万股 | +24.2万股+41.01% | 加仓 |
