| IiShares安硕信托IVV |
| 27.53% | 27.3% | $9,696.1万 | 12.9万股 | $8,387.5万 | 12.8万股 | +1,069股+0.83% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 8.36% | 8.32% | $2,945.4万 | 13.4万股 | $2,556.4万 | 13.3万股 | +949股+0.71% | 加仓 |
| IiShares安硕·COREIJH |
| 7.36% | 7.21% | $2,592.0万 | 33.6万股 | $2,216.2万 | 32.8万股 | +7,963股+2.43% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 6.26% | 6.25% | $2,205.3万 | 5.4万股 | $1,921.5万 | 5.4万股 | -38股-0.07% | 减仓 |
| IiShares安硕·COREIJR |
| 4.82% | 4.61% | $1,696.7万 | 11.4万股 | $1,418.1万 | 11.4万股 | +322股+0.28% | 加仓 |
| IiShares安硕信托IVW |
| 4.27% | 4.09% | $1,503.4万 | 10.9万股 | $1,256.3万 | 11.1万股 | -1,755股-1.58% | 减仓 |
 苹果AAPL |
| 3.58% | 3.71% | $1,260.9万 | 4.4万股 | $1,139.2万 | 4.5万股 | -1,313股-2.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.82% | 2.66% | $992.3万 | 2.8万股 | $816.7万 | 2.8万股 | -386股-1.36% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.47% | 2.64% | $871.0万 | 3.8万股 | $812.1万 | 3.8万股 | -101股-0.26% | 减仓 |
 微软MSFT |
| 2.21% | 2.53% | $778.4万 | 2.1万股 | $776.7万 | 2.1万股 | -115股-0.55% | 减仓 |
 谷歌AGOOGL |
| 2.05% | 1.9% | $721.8万 | 2.0万股 | $583.9万 | 2.0万股 | -107股-0.53% | 减仓 |
| IiShares安硕信托IJK |
| 2.04% | 2.04% | $718.8万 | 6.1万股 | $626.9万 | 6.2万股 | -1,134股-1.82% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 2.01% | 1.88% | $706.8万 | 4.0万股 | $578.4万 | 4.0万股 | -395股-0.99% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.38% | 1.37% | $485.0万 | 3.5万股 | $422.5万 | 3.6万股 | -183股-0.51% | 减仓 |
| IiShares安硕信托IJJ |
| 1.35% | 1.39% | $475.1万 | 3.2万股 | $426.8万 | 3.2万股 | -50股-0.16% | 减仓 |
| IiShares安硕信托IEFA |
| 1.24% | 1.34% | $437.2万 | 4.5万股 | $412.8万 | 4.6万股 | -335股-0.73% | 减仓 |
| S嘉信·USSCHA |
| 0.92% | 0.85% | $325.2万 | 9.0万股 | $261.7万 | 9.0万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.88% | 0.85% | $309.7万 | 8.4万股 | $260.1万 | 8.4万股 | 00.00% | 持仓不变 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.78% | 0.76% | $275.0万 | 3.0万股 | $233.9万 | 3.1万股 | -622股-2.03% | 减仓 |
 应用材料AMAT |
| 0.75% | 0.44% | $264.4万 | 3,657股 | $135.2万 | 3,957股 | -300股-7.58% | 减仓 |
 英伟达NVDA |
| 0.66% | 0.91% | $232.8万 | 1.2万股 | $279.2万 | 1.6万股 | -4,374股-27.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.63% | 0.39% | $221.2万 | 2,962股 | $121.3万 | 1,865股 | +1,097股+58.82% | 加仓 |
| IiShares安硕信托ITOT |
| 0.63% | 0.79% | $221.0万 | 1.3万股 | $241.5万 | 1.7万股 | -3,502股-20.66% | 减仓 |
 亚马逊AMZN |
| 0.58% | 0.6% | $203.4万 | 8,534股 | $184.2万 | 8,847股 | -313股-3.54% | 减仓 |
 VisaV |
| 0.43% | 0.44% | $153.1万 | 4,463股 | $136.4万 | 4,513股 | -50股-1.11% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.45% | $150.4万 | 4,594股 | $138.2万 | 4,699股 | -105股-2.23% | 减仓 |
| V先锋领航指数基金VXF |
| 0.38% | 0.37% | $135.4万 | 5,501股 | $113.2万 | 5,501股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.38% | 0.38% | $134.3万 | 1.1万股 | $115.4万 | 1.2万股 | -500股-4.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.44% | $129.4万 | 2,586股 | $135.9万 | 2,836股 | -250股-8.82% | 减仓 |
 美国运通AXP |
| 0.36% | 0.37% | $126.9万 | 3,751股 | $113.5万 | 3,751股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.34% | 0.44% | $120.0万 | 2,131股 | $135.7万 | 2,371股 | -240股-10.12% | 减仓 |
 美光科技MU |
| 0.33% | 0.11% | $115.4万 | 1,000股 | $33.8万 | 1,000股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.33% | 0.37% | $114.8万 | 1.9万股 | $114.2万 | 2.0万股 | -1,300股-6.44% | 减仓 |
 好市多COST |
| 0.3% | 0.36% | $104.3万 | 1,115股 | $112.1万 | 1,125股 | -10股-0.89% | 减仓 |
| T赛默飞世尔TMO |
| 0.29% | 0.32% | $101.0万 | 2,015股 | $99.0万 | 2,015股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.29% | 0.33% | $100.7万 | 3,965股 | $102.0万 | 4,175股 | -210股-5.03% | 减仓 |
 甲骨文ORCL |
| 0.28% | 0.33% | $99.1万 | 6,759股 | $99.9万 | 6,794股 | -35股-0.52% | 减仓 |
 礼来LLY |
| 0.28% | 0.47% | $98.0万 | 817股 | $144.1万 | 1,567股 | -750股-47.86% | 减仓 |
 高盛GS |
| 0.25% | 0.24% | $87.3万 | 863股 | $73.0万 | 863股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.24% | 0.26% | $84.2万 | 8,102股 | $78.7万 | 8,102股 | 00.00% | 持仓不变 |
 EVERSOURCE ENERGYES |
| 0.23% | 0.25% | $79.4万 | 1.1万股 | $76.1万 | 1.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.21% | 0.3% | $72.7万 | 5,319股 | $93.0万 | 5,479股 | -160股-2.92% | 减仓 |
 TJXTJX |
| 0.21% | 0.25% | $72.6万 | 4,790股 | $76.5万 | 4,790股 | 00.00% | 持仓不变 |
 空气化工APD |
| 0.2% | 0.23% | $72.1万 | 2,459股 | $71.4万 | 2,459股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.19% | 0.2% | $67.4万 | 1,910股 | $62.8万 | 1,909股 | +1股+0.05% | 加仓 |
| G通用动力VTI |
| 0.19% | 0.19% | $67.2万 | 1,815股 | $57.7万 | 1,800股 | +15股+0.83% | 加仓 |
 罗克韦尔自动化ROK |
| 0.18% | 0.15% | $61.9万 | 1,250股 | $44.9万 | 1,250股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.17% | 0.19% | $59.6万 | 1,160股 | $58.0万 | 1,160股 | 00.00% | 持仓不变 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.16% | — | $55.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.16% | 0.17% | $55.0万 | 1.7万股 | $53.2万 | 1.7万股 | +5股+0.03% | 加仓 |
