| IiShares安硕信托IVV |
| 19.44% | 17.84% | $3.25亿 | 43.4万股 | $2.77亿 | 42.4万股 | +9,950股+2.35% | 加仓 |
| IiShares安硕信托IWS |
| 9.27% | 8.9% | $1.55亿 | 94.1万股 | $1.38亿 | 94.8万股 | -6,669股-0.70% | 减仓 |
| G通用动力VTI |
| 6.31% | 6.49% | $1.05亿 | 28.5万股 | $1.01亿 | 31.4万股 | -2.9万股-9.17% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 5.8% | 4.17% | $9,693.6万 | 66.2万股 | $6,466.6万 | 50.5万股 | +15.7万股+31.18% | 加仓 |
| AAvantis·U SAVUV |
| 4.08% | 3.87% | $6,811.3万 | 54.6万股 | $6,000.4万 | 54.3万股 | +2,788股+0.51% | 加仓 |
| IiShares安硕信托AGG |
| 3.58% | 4.47% | $5,987.8万 | 60.5万股 | $6,928.6万 | 69.8万股 | -9.3万股-13.33% | 减仓 |
| IiShares安硕·COREIJH |
| 2.28% | 2.11% | $3,801.2万 | 49.3万股 | $3,268.7万 | 48.4万股 | +8,925股+1.84% | 加仓 |
 英伟达NVDA |
| 2.18% | 2.91% | $3,636.0万 | 18.2万股 | $4,517.3万 | 25.9万股 | -7.7万股-29.84% | 减仓 |
 苹果AAPL |
| 1.84% | 1.79% | $3,073.9万 | 10.6万股 | $2,776.0万 | 10.9万股 | -3,152股-2.88% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.32% | 0.45% | $2,210.3万 | 6.3万股 | $705.2万 | 2.5万股 | +3.8万股+154.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.98% | 0.99% | $1,630.0万 | 6.9万股 | $1,529.8万 | 7.1万股 | -2,250股-3.16% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.86% | 0.14% | $1,438.0万 | 3.7万股 | $217.3万 | 6,924股 | +3.0万股+427.18% | 加仓 |
 微软MSFT |
| 0.86% | 1.24% | $1,435.0万 | 3.8万股 | $1,916.1万 | 5.2万股 | -1.3万股-25.68% | 减仓 |
 博通AVGO |
| 0.79% | 0.64% | $1,320.3万 | 3.5万股 | $994.5万 | 3.2万股 | +2,822股+8.78% | 加仓 |
 亚马逊AMZN |
| 0.67% | 1.32% | $1,115.9万 | 4.7万股 | $2,045.0万 | 9.8万股 | -5.1万股-52.32% | 减仓 |
| V先锋领航指数基金VUG |
| 0.62% | 0.65% | $1,042.1万 | 12.1万股 | $1,011.4万 | 2.3万股 | +9.8万股+422.44% | 加仓 |
 艾伯维ABBV |
| 0.62% | 0.49% | $1,038.9万 | 4.1万股 | $761.2万 | 3.5万股 | +6,285股+17.96% | 加仓 |
 美光科技MU |
| 0.59% | 0.06% | $986.7万 | 8,548股 | $87.7万 | 2,595股 | +5,953股+229.40% | 加仓 |
 谷歌AGOOGL |
| 0.59% | 0.71% | $978.1万 | 2.7万股 | $1,096.2万 | 3.8万股 | -1.1万股-28.20% | 减仓 |
 美国合众银行USB |
| 0.56% | 0.52% | $933.3万 | 15.5万股 | $810.4万 | 15.6万股 | -1,298股-0.83% | 减仓 |
 安桥ENB |
| 0.54% | 0.59% | $907.1万 | 16.7万股 | $918.4万 | 17.0万股 | -2,289股-1.35% | 减仓 |
 AMD超威AMD |
| 0.53% | 0.08% | $889.9万 | 1.5万股 | $127.6万 | 6,272股 | +9,047股+144.24% | 加仓 |
 Meta平台META |
| 0.52% | 1.16% | $873.7万 | 1.6万股 | $1,798.8万 | 3.1万股 | -1.6万股-50.67% | 减仓 |
 威瑞森VZ |
| 0.51% | 0.57% | $853.8万 | 20.2万股 | $882.9万 | 17.6万股 | +2.6万股+14.66% | 加仓 |
 FIRSTENERGY COMFE |
| 0.5% | 0.53% | $836.3万 | 17.6万股 | $829.3万 | 16.4万股 | +1.2万股+7.46% | 加仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.5% | 0.57% | $827.2万 | 19.4万股 | $877.2万 | 18.2万股 | +1.2万股+6.51% | 加仓 |
 特斯拉TSLA |
| 0.49% | 0.35% | $811.4万 | 1.9万股 | $545.8万 | 1.5万股 | +4,609股+31.39% | 加仓 |
 PAYCHEX COMPAYX |
| 0.48% | 0.49% | $801.6万 | 8.2万股 | $758.1万 | 8.2万股 | -765股-0.93% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.46% | 0.49% | $767.4万 | 9.2万股 | $763.5万 | 10.2万股 | -1.0万股-9.87% | 减仓 |
 辉瑞PFE |
| 0.46% | 0.54% | $766.8万 | 31.8万股 | $836.7万 | 29.8万股 | +2.0万股+6.87% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.45% | 0.52% | $756.9万 | 3.1万股 | $803.0万 | 3.9万股 | -7,848股-20.34% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.45% | 0.34% | $750.0万 | 4.1万股 | $533.4万 | 3.2万股 | +9,197股+28.51% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.44% | 0.78% | $740.8万 | 9.5万股 | $1,210.1万 | 13.3万股 | -3.8万股-28.37% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.44% | 0.57% | $740.8万 | 12.4万股 | $889.7万 | 16.5万股 | -4.1万股-24.60% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.44% | 0.5% | $731.4万 | 11.8万股 | $782.6万 | 13.4万股 | -1.5万股-11.52% | 减仓 |
| IiShares安硕信托GVI |
| 0.43% | 0.5% | $718.5万 | 6.7万股 | $782.0万 | 7.4万股 | -6,907股-9.38% | 减仓 |
| PPROLOGIS COMPLD |
| 0.43% | 0.45% | $717.5万 | 5.3万股 | $704.4万 | 5.3万股 | -330股-0.62% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.43% | 0.39% | $711.4万 | 6.1万股 | $597.8万 | 5.2万股 | +9,286股+17.98% | 加仓 |
 雪佛龙CVX |
| 0.4% | 0.74% | $673.9万 | 4.1万股 | $1,147.9万 | 5.5万股 | -1.5万股-26.72% | 减仓 |
| AAMCORAMCR |
| 0.4% | — | $673.8万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 0.4% | 0.4% | $667.1万 | 8.0万股 | $617.6万 | 7.3万股 | +7,495股+10.27% | 加仓 |
 美敦力MDT |
| 0.39% | 0.21% | $658.1万 | 8.4万股 | $324.8万 | 3.7万股 | +4.7万股+124.42% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.38% | 0.42% | $631.6万 | 2.9万股 | $653.3万 | 3.4万股 | -5,906股-17.14% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.37% | 0.43% | $626.1万 | 3.8万股 | $662.1万 | 3.8万股 | -85股-0.22% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 0.37% | 0.38% | $619.1万 | 9.3万股 | $593.8万 | 9.5万股 | -1,457股-1.54% | 减仓 |
 礼来LLY |
| 0.37% | 0.19% | $617.2万 | 5,146股 | $301.2万 | 3,275股 | +1,871股+57.13% | 加仓 |
 默沙东MRK |
| 0.35% | 0.31% | $580.5万 | 4.5万股 | $480.7万 | 4.0万股 | +5,217股+13.06% | 加仓 |
 百事可乐PEP |
| 0.35% | 0.44% | $579.5万 | 4.3万股 | $686.3万 | 4.4万股 | -1,394股-3.15% | 减仓 |
 芝加哥商品交易所CME |
| 0.35% | 0.51% | $579.1万 | 2.6万股 | $789.2万 | 2.7万股 | -500股-1.87% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.34% | 0.35% | $567.2万 | 9.4万股 | $543.6万 | 9.5万股 | -1,065股-1.12% | 减仓 |
