| IiShares安硕信托IVV |
| 37.76% | 37.58% | $2.35亿 | 31.3万股 | $1.99亿 | 30.5万股 | +8,251股+2.71% | 加仓 |
| SSPDR标普500 ETFSPY |
| 8.69% | 8.87% | $5,395.5万 | 7.2万股 | $4,698.8万 | 7.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 5.11% | 5.42% | $3,175.0万 | 32.9万股 | $2,871.1万 | 31.7万股 | +1.2万股+3.66% | 加仓 |
| SSPDR道富系列信托XTN |
| 4.43% | 3.93% | $2,749.7万 | 23.8万股 | $2,082.7万 | 22.4万股 | +1.4万股+6.18% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.39% | 5.09% | $2,726.4万 | 33.2万股 | $2,696.4万 | 32.7万股 | +5,476股+1.68% | 加仓 |
| IiShares安硕·U SIHF |
| 4.29% | 3.51% | $2,667.5万 | 48.2万股 | $1,860.7万 | 44.5万股 | +3.7万股+8.43% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.6% | 4.11% | $2,233.5万 | 48.5万股 | $2,178.7万 | 47.3万股 | +1.2万股+2.56% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.06% | 3.28% | $1,898.3万 | 32.6万股 | $1,739.7万 | 29.7万股 | +2.9万股+9.75% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.5% | 2.84% | $1,551.2万 | 7.1万股 | $1,504.0万 | 7.8万股 | -7,719股-9.84% | 减仓 |
| IiShares安硕EWJ |
| 2.47% | 2.53% | $1,531.8万 | 16.4万股 | $1,342.1万 | 15.9万股 | +5,291股+3.33% | 加仓 |
| IiShares安硕信托IVW |
| 1.9% | 1.83% | $1,178.6万 | 8.6万股 | $969.3万 | 8.6万股 | -1股-0.00% | 减仓 |
 英伟达NVDA |
| 1.89% | 1.91% | $1,172.1万 | 5.9万股 | $1,013.7万 | 5.8万股 | +456股+0.78% | 加仓 |
 谷歌AGOOGL |
| 1.52% | 1.44% | $944.5万 | 2.6万股 | $763.3万 | 2.7万股 | -115股-0.43% | 减仓 |
| V先锋领航指数基金VUG |
| 1.44% | 1.38% | $893.7万 | 10.4万股 | $730.0万 | 1.7万股 | +8.7万股+520.75% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.39% | — | $862.1万 | 24.6万股 | $0 | 0股 | +24.6万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.32% | 1.34% | $818.0万 | 1.2万股 | $711.7万 | 1.2万股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 1.23% | 1.64% | $761.4万 | 9.6万股 | $869.4万 | 9.4万股 | +2,070股+2.21% | 加仓 |
 苹果AAPL |
| 0.84% | 0.85% | $519.7万 | 1.8万股 | $449.3万 | 1.8万股 | +256股+1.45% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.81% | 0.86% | $500.8万 | 9.9万股 | $457.1万 | 9.2万股 | +7,388股+8.06% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.56% | 0.56% | $347.3万 | 2.8万股 | $298.2万 | 6,993股 | +2.1万股+300.00% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.52% | $316.5万 | 4,500股 | $277.5万 | 4,500股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.5% | 0.64% | $308.0万 | 9.3万股 | $338.6万 | 8.8万股 | +4,392股+4.98% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.49% | 0.64% | $306.4万 | 6.0万股 | $337.2万 | 5.7万股 | +2,908股+5.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.41% | $279.3万 | 7,906股 | $218.6万 | 7,620股 | +286股+3.75% | 加仓 |
 博通AVGO |
| 0.42% | 0.38% | $261.8万 | 6,930股 | $202.3万 | 6,535股 | +395股+6.04% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.4% | 0.27% | $250.8万 | 5,813股 | $141.9万 | 8,648股 | -2,835股-32.78% | 减仓 |
| IiShares安硕信托IWD |
| 0.38% | 0.39% | $236.7万 | 9,764股 | $208.6万 | 9,764股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.37% | 0.5% | $227.9万 | 6,187股 | $266.2万 | 6,187股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.35% | 0.34% | $217.1万 | 1.5万股 | $178.1万 | 1.5万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.34% | 0.14% | $213.3万 | 3,671股 | $74.7万 | 3,671股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.34% | 0.28% | $209.3万 | 1.1万股 | $146.0万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.3% | 0.31% | $188.5万 | 2.4万股 | $165.1万 | 2.4万股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.3% | 0.33% | $188.3万 | 1.2万股 | $174.1万 | 1.2万股 | -10股-0.08% | 减仓 |
 Meta平台META |
| 0.3% | 0.33% | $184.1万 | 3,269股 | $175.4万 | 3,067股 | +202股+6.59% | 加仓 |
 微软MSFT |
| 0.29% | 0.31% | $178.1万 | 4,774股 | $166.2万 | 4,490股 | +284股+6.33% | 加仓 |
 迈威尔MRVL |
| 0.27% | 0.18% | $168.6万 | 5,661股 | $97.6万 | 9,858股 | -4,197股-42.57% | 减仓 |
 亚马逊AMZN |
| 0.22% | 0.22% | $138.4万 | 5,809股 | $114.2万 | 5,485股 | +324股+5.91% | 加仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 0.21% | 0.21% | $129.0万 | 2.2万股 | $111.3万 | 2.2万股 | +275股+1.26% | 加仓 |
 ShopifySHOP |
| 0.21% | 0.17% | $128.1万 | 1.1万股 | $92.4万 | 7,785股 | +3,435股+44.12% | 加仓 |
 阿斯麦ASML |
| 0.2% | 0.15% | $122.2万 | 614股 | $81.1万 | 614股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.18% | 0.19% | $111.6万 | 2,653股 | $98.6万 | 2,653股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 0.16% | 0.11% | $98.1万 | 3,856股 | $56.6万 | 3,751股 | +105股+2.80% | 加仓 |
 联合健康UNH |
| 0.16% | 0.12% | $97.8万 | 2,353股 | $63.7万 | 2,353股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 0.16% | 0.19% | $97.6万 | 1.1万股 | $99.9万 | 1.1万股 | -170股-1.57% | 减仓 |
| IiShares安硕信托DGRO |
| 0.16% | 0.21% | $96.8万 | 1.3万股 | $113.1万 | 1.6万股 | -3,350股-20.78% | 减仓 |
 嘉信理财SCHW |
| 0.15% | 0.18% | $94.3万 | 1.0万股 | $94.6万 | 1.0万股 | +150股+1.49% | 加仓 |
 SEACOAST BKG FLASBCF |
| 0.13% | 0.14% | $83.7万 | 2.5万股 | $76.2万 | 2.5万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.13% | 0.15% | $83.6万 | 1,668股 | $82.0万 | 1,668股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.13% | 0.07% | $81.1万 | 3,116股 | $36.8万 | 3,116股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI MEXICO ETFEWW |
| 0.13% | 0.15% | $80.8万 | 1.1万股 | $80.8万 | 1.1万股 | 00.00% | 持仓不变 |
