| IiShares安硕信托IVV |
| 16.35% | 15.63% | $3,414.1万 | 4.6万股 | $3,032.4万 | 4.6万股 | -834股-1.80% | 减仓 |
| IiShares安硕信托IBDR |
| 11.3% | 12.09% | $2,359.9万 | 97.4万股 | $2,346.0万 | 96.8万股 | +6,162股+0.64% | 加仓 |
| IiShares安硕信托DGRO |
| 8.71% | 8.72% | $1,819.2万 | 24.0万股 | $1,692.3万 | 24.1万股 | -1,103股-0.46% | 减仓 |
| IiShares安硕信托SGOV |
| 8.49% | 9.19% | $1,771.9万 | 17.6万股 | $1,783.4万 | 17.7万股 | -1,160股-0.65% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.12% | 7.51% | $1,696.5万 | 50.1万股 | $1,456.7万 | 50.0万股 | +1,249股+0.25% | 加仓 |
| I景顺自营指数基金BSCQ |
| 7.17% | 7.64% | $1,497.0万 | 76.7万股 | $1,482.7万 | 75.9万股 | +7,551股+0.99% | 加仓 |
| IiShares安硕信托IEFA |
| 6.97% | 7.16% | $1,456.3万 | 15.1万股 | $1,390.3万 | 15.4万股 | -2,792股-1.82% | 减仓 |
| IiShares安硕·COREIJH |
| 5.96% | 5.68% | $1,244.6万 | 16.1万股 | $1,102.4万 | 16.3万股 | -1,841股-1.13% | 减仓 |
| SSPDR道富指数基金SPDW |
| 4.57% | 4.36% | $955.1万 | 19.0万股 | $847.0万 | 18.6万股 | +4,006股+2.16% | 加仓 |
| IiShares安硕·COREIJR |
| 4.31% | 4.05% | $900.1万 | 6.1万股 | $786.5万 | 6.3万股 | -2,579股-4.08% | 减仓 |
| V先锋领航·MIDVO |
| 3.89% | 3.69% | $812.3万 | 10.1万股 | $716.4万 | 2.5万股 | +7.6万股+304.14% | 加仓 |
| V先锋领航·TOTALBND |
| 2.8% | 2.97% | $585.1万 | 8.0万股 | $576.6万 | 7.8万股 | +1,400股+1.79% | 加仓 |
| S嘉信·USSCHA |
| 2.63% | 2.25% | $549.3万 | 15.2万股 | $436.2万 | 15.0万股 | +2,030股+1.35% | 加仓 |
| IiShares安硕信托AGG |
| 2.22% | 2.4% | $463.7万 | 4.7万股 | $465.0万 | 4.7万股 | +4股+0.01% | 加仓 |
| IiShares安硕信托ICSH |
| 1.25% | 1.39% | $260.1万 | 5.1万股 | $269.5万 | 5.3万股 | -1,857股-3.49% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.88% | 1% | $183.2万 | 3.6万股 | $193.8万 | 3.8万股 | -2,116股-5.50% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.41% | 0.39% | $86.1万 | 2,102股 | $75.4万 | 2,115股 | -13股-0.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.3% | $60.7万 | 1,213股 | $58.1万 | 1,213股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.25% | 0.24% | $51.4万 | 1,776股 | $46.1万 | 1,816股 | -40股-2.20% | 减仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 0.18% | 0.17% | $37.3万 | 4,793股 | $33.2万 | 4,873股 | -80股-1.64% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.18% | 0.17% | $36.8万 | 2,965股 | $32.7万 | 767股 | +2,198股+286.57% | 加仓 |
| I景顺QQQ信托VOO |
| 0.15% | 0.13% | $31.7万 | 431股 | $24.9万 | 431股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 0.15% | 0.14% | $30.4万 | 1,280股 | $27.0万 | 1,280股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.12% | 0.12% | $25.6万 | 491股 | $22.7万 | 491股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.11% | 0.11% | $23.7万 | 725股 | $21.3万 | 725股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.11% | 0.1% | $22.8万 | 542股 | $20.1万 | 542股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.09% | 0.1% | $19.6万 | 978股 | $18.5万 | 1,058股 | -80股-7.56% | 减仓 |
 VisaV |
| 0.09% | 0.09% | $19.3万 | 563股 | $18.4万 | 609股 | -46股-7.55% | 减仓 |
 迪尔DE |
| 0.09% | 0.08% | $18.2万 | 286股 | $16.1万 | 286股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.07% | 0.07% | $15.5万 | 691股 | $14.0万 | 691股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.07% | 0.08% | $15.1万 | 1,725股 | $16.0万 | 1,725股 | 00.00% | 持仓不变 |
 ALLIANT ENERGY COMLNT |
| 0.06% | 0.06% | $11.8万 | 1,553股 | $11.1万 | 1,553股 | 00.00% | 持仓不变 |
 XCEL ENERGY COMXEL |
| 0.06% | 0.06% | $11.6万 | 1,450股 | $11.5万 | 1,450股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.05% | 0.03% | $11.4万 | 149股 | $5.8万 | 149股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.05% | 0.07% | $10.7万 | 781股 | $13.3万 | 781股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST UNCAPPED ACCLRTDXUSP |
| 0.05% | 0.06% | $10.7万 | 2,025股 | $12.4万 | 2,807股 | -782股-27.86% | 减仓 |
 AMD超威AMD |
| 0.05% | 0.02% | $10.5万 | 180股 | $3.7万 | 180股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.05% | 0.05% | $10.4万 | 759股 | $9.9万 | 759股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IISPHD |
| 0.05% | 0.05% | $9.9万 | 1,952股 | $10.3万 | 2,072股 | -120股-5.79% | 减仓 |
| SSpaceXSPCX |
| 0.05% | — | $9.4万 | 550股 | $0 | 0股 | +550股 | 新买入 |
 雪佛龙CVX |
| 0.04% | 0.06% | $9.3万 | 562股 | $11.6万 | 562股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.04% | 0.04% | $9.3万 | 383股 | $8.2万 | 383股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.04% | 0.03% | $9.3万 | 774股 | $6.8万 | 96股 | +678股+706.25% | 加仓 |
 亚马逊AMZN |
| 0.04% | 0.06% | $9.2万 | 386股 | $10.7万 | 514股 | -128股-24.90% | 减仓 |
| V先锋领航指数基金VOO |
| 0.04% | 0.04% | $8.9万 | 130股 | $7.9万 | 132股 | -2股-1.52% | 减仓 |
 ALTRIAMO |
| 0.04% | 0.04% | $8.9万 | 1,240股 | $8.2万 | 1,240股 | 00.00% | 持仓不变 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.04% | 0.05% | $8.7万 | 198股 | $9.4万 | 198股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.04% | 0.04% | $7.9万 | 437股 | $7.2万 | 437股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.04% | 0.04% | $7.7万 | 597股 | $7.2万 | 597股 | 00.00% | 持仓不变 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.04% | 0.04% | $7.5万 | 4,700股 | $8.1万 | 4,700股 | 00.00% | 持仓不变 |
