| IiShares安硕信托IVV |
| 17.21% | — | $4,513.3万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| V先锋领航指数基金VUG |
| 9.11% | — | $2,388.9万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.88% | — | $1,543.6万 | 23.1万股 | $0 | 0股 | +23.1万股 | 新买入 |
| I景顺QQQ信托VOO |
| 5.12% | 5.26% | $1,342.6万 | 3.8万股 | $1,495.0万 | 3.9万股 | -626股-1.60% | 减仓 |
| V先锋领航指数基金VTV |
| 4.6% | — | $1,206.9万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| PPIMCO太平洋投资管理ETFMINT |
| 3.85% | 3.03% | $1,010.9万 | 10.1万股 | $859.9万 | 8.6万股 | +1.5万股+16.96% | 加仓 |
| IiShares安硕信托AGG |
| 3.75% | — | $984.0万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| F第一信托交易所交易基金VIYJUN |
| 3.21% | — | $840.8万 | 43.3万股 | $0 | 0股 | +43.3万股 | 新买入 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.18% | 2.71% | $833.2万 | 16.6万股 | $769.6万 | 15.4万股 | +1.2万股+8.03% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.06% | — | $803.5万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
| PPIPER SANDLER COMPANIESPIPR |
| 2.71% | 2.59% | $712.1万 | 5.1万股 | $736.4万 | 5.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 2.7% | — | $707.6万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| PPIMCO太平洋投资管理ETFBILZ |
| 2.42% | — | $634.9万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 2.3% | — | $604.3万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 2.17% | 1.74% | $568.0万 | 6.7万股 | $494.9万 | 5.1万股 | +1.6万股+31.57% | 加仓 |
| G通用动力VTI |
| 1.97% | — | $516.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 英伟达NVDA |
| 1.87% | 1.95% | $490.7万 | 1.2万股 | $554.3万 | 1.2万股 | -8股-0.07% | 减仓 |
 苹果AAPL |
| 1.65% | 1.76% | $433.1万 | 2.5万股 | $501.3万 | 2.6万股 | -408股-1.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.47% | 1.41% | $385.0万 | 1.1万股 | $401.4万 | 1.2万股 | -250股-2.14% | 减仓 |
 亚马逊AMZN |
| 1.35% | 1.08% | $353.8万 | 2.7万股 | $308.0万 | 2.3万股 | +3,599股+15.61% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.29% | <0.01% | $338.1万 | 1,841股 | $2,161 | 1,542股 | +299股+19.39% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | — | $310.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 微软MSFT |
| 1.02% | 0.97% | $267.5万 | 7,930股 | $275.0万 | 7,955股 | -25股-0.31% | 减仓 |
| IiShares安硕信托IWV |
| 0.98% | — | $256.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| F第一信托交易所交易基金VIFNOV |
| 0.9% | — | $234.8万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| IiShares安硕信托IWD |
| 0.83% | — | $218.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.74% | 0.73% | $193.7万 | 2.6万股 | $208.5万 | 2.6万股 | -390股-1.48% | 减仓 |
| IiShares安硕信托EFG |
| 0.58% | — | $151.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| F第一信托交易所交易基金VIFOCT |
| 0.54% | 4.98% | $142.1万 | 4.0万股 | $1,415.5万 | 56.9万股 | -52.9万股-93.01% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.53% | — | $138.6万 | 8,513股 | $0 | 0股 | +8,513股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.46% | — | $121.0万 | 4,636股 | $0 | 0股 | +4,636股 | 新买入 |
| SSPDR道富系列信托SDY |
| 0.46% | — | $120.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.45% | 0.4% | $116.9万 | 6,314股 | $114.6万 | 6,314股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.43% | 0.61% | $112.0万 | 5,676股 | $172.1万 | 5,928股 | -252股-4.25% | 减仓 |
| S嘉信策略信托SCHF |
| 0.42% | 1.19% | $110.0万 | 3.4万股 | $338.3万 | 8.9万股 | -5.5万股-62.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.41% | $108.5万 | 2,611股 | $117.7万 | 2,611股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHC |
| 0.35% | — | $92.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.34% | — | $88.7万 | 2,192股 | $0 | 0股 | +2,192股 | 新买入 |
 谷歌AGOOGL |
| 0.29% | 1.36% | $77.2万 | 6,202股 | $387.4万 | 3.1万股 | -2.5万股-79.99% | 减仓 |
 家得宝HD |
| 0.27% | 0.29% | $71.7万 | 2,548股 | $81.6万 | 2,583股 | -35股-1.36% | 减仓 |
| SSLEEP NUMBER CORP COMSNBRQ |
| 0.24% | 0.47% | $64.0万 | 4.0万股 | $133.3万 | 4.0万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.2% | 0.15% | $52.2万 | 923股 | $43.7万 | 977股 | -54股-5.53% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.2% | — | $51.6万 | 2,303股 | $0 | 0股 | +2,303股 | 新买入 |
| MMARATHON OILMRO |
| 0.19% | 0.15% | $49.9万 | 1.8万股 | $43.9万 | 1.8万股 | +66股+0.36% | 加仓 |
 Meta平台META |
| 0.19% | 0.08% | $48.6万 | 1,607股 | $23.4万 | 752股 | +855股+113.70% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.18% | — | $48.2万 | 7,124股 | $0 | 0股 | +7,124股 | 新买入 |
 联合健康UNH |
| 0.18% | 0.15% | $47.8万 | 901股 | $43.6万 | 901股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.18% | 0.15% | $46.0万 | 4,341股 | $44.0万 | 4,341股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.17% | 0.14% | $44.7万 | 1,700股 | $38.7万 | 1,700股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.17% | — | $44.4万 | 2,943股 | $0 | 0股 | +2,943股 | 新买入 |
