| IiShares安硕信托IVV |
| 13.17% | 12.91% | $3,038.6万 | 4.1万股 | $3,043.8万 | 4.7万股 | -6,022股-12.92% | 减仓 |
| SSPDR道富系列信托SPYG |
| 10.63% | 10.03% | $2,453.7万 | 20.6万股 | $2,366.0万 | 24.2万股 | -3.5万股-14.66% | 减仓 |
| V先锋领航·FTSEVEA |
| 10.48% | 10.59% | $2,419.9万 | 34.0万股 | $2,497.7万 | 39.0万股 | -5.0万股-12.86% | 减仓 |
| V先锋领航白厅基金VYM |
| 5.61% | 5.79% | $1,295.6万 | 8.2万股 | $1,365.6万 | 9.2万股 | -1.0万股-11.09% | 减仓 |
| IiShares安硕信托IBDZ |
| 5.55% | 5.88% | $1,280.0万 | 49.1万股 | $1,387.4万 | 53.2万股 | -4.1万股-7.71% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 5.54% | 5.89% | $1,277.7万 | 50.7万股 | $1,389.3万 | 55.0万股 | -4.3万股-7.74% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 5.38% | 5.76% | $1,242.6万 | 57.0万股 | $1,359.5万 | 62.1万股 | -5.1万股-8.22% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 5.23% | 5.59% | $1,206.6万 | 57.9万股 | $1,317.6万 | 63.0万股 | -5.1万股-8.02% | 减仓 |
| IiShares安硕信托IBDY |
| 5.05% | — | $1,164.7万 | 45.2万股 | $0 | 0股 | +45.2万股 | 新买入 |
| V先锋领航全球基金MGV |
| 4.67% | 4.59% | $1,078.5万 | 6.6万股 | $1,081.5万 | 7.5万股 | -8,626股-11.56% | 减仓 |
| IiShares安硕信托IBDT |
| 3.34% | 3.58% | $771.5万 | 30.6万股 | $843.9万 | 33.3万股 | -2.8万股-8.30% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 3.3% | — | $762.0万 | 32.9万股 | $0 | 0股 | +32.9万股 | 新买入 |
| IiShares安硕信托IBDS |
| 3.25% | 3.47% | $749.2万 | 30.9万股 | $819.4万 | 33.8万股 | -2.9万股-8.49% | 减仓 |
| IiShares安硕·COREIJH |
| 2.16% | 2.11% | $499.3万 | 6.5万股 | $498.1万 | 7.4万股 | -9,003股-12.21% | 减仓 |
| IiShares安硕·COREIJR |
| 2.1% | 1.99% | $485.8万 | 3.3万股 | $468.5万 | 3.8万股 | -4,930股-13.08% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.3% | 1.22% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.83% | 0.66% | $191.3万 | 6,613股 | $154.5万 | 6,089股 | +524股+8.61% | 加仓 |
 微软MSFT |
| 0.78% | 0.74% | $180.4万 | 4,835股 | $174.9万 | 4,725股 | +110股+2.33% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.44% | $117.5万 | 1,573股 | $102.7万 | 1,579股 | -6股-0.38% | 减仓 |
 迈威尔MRVL |
| 0.43% | 0.17% | $99.7万 | 3,347股 | $39.7万 | 4,005股 | -658股-16.43% | 减仓 |
| IiShares安硕信托 |
| 0.4% | — | $93.2万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 英伟达NVDA |
| 0.4% | 0.37% | $92.9万 | 4,641股 | $88.4万 | 5,067股 | -426股-8.41% | 减仓 |
| IiShares安硕信托IBMS |
| 0.4% | 0.4% | $92.4万 | 3.6万股 | $93.6万 | 3.6万股 | -526股-1.45% | 减仓 |
 台积电TSM |
| 0.39% | 0.27% | $90.6万 | 1,898股 | $64.8万 | 1,916股 | -18股-0.94% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.33% | $81.3万 | 1,625股 | $77.7万 | 1,621股 | +4股+0.25% | 加仓 |
 亚马逊AMZN |
| 0.33% | 0.19% | $76.9万 | 3,225股 | $45.4万 | 2,181股 | +1,044股+47.87% | 加仓 |
 NETFLIXNFLX |
| 0.32% | 0.39% | $74.7万 | 1.0万股 | $92.4万 | 9,605股 | +855股+8.90% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.32% | 0.36% | $73.4万 | 3,344股 | $84.2万 | 4,392股 | -1,048股-23.86% | 减仓 |
 礼来LLY |
| 0.27% | 0.15% | $63.0万 | 525股 | $35.4万 | 385股 | +140股+36.36% | 加仓 |
 Arista网络ANET |
| 0.27% | 0.2% | $61.8万 | 3,640股 | $46.5万 | 3,787股 | -147股-3.88% | 减仓 |
| IiShares安硕信托USMV |
| 0.25% | 0.24% | $57.7万 | 5,979股 | $55.4万 | 5,979股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.24% | — | $55.2万 | 767股 | $0 | 0股 | +767股 | 新买入 |
| S道富SPYM |
| 0.24% | 0.24% | $55.0万 | 6,260股 | $56.5万 | 7,382股 | -1,122股-15.20% | 减仓 |
 好市多COST |
| 0.24% | 0.2% | $54.4万 | 582股 | $47.0万 | 472股 | +110股+23.31% | 加仓 |
 特灵科技TT |
| 0.22% | 0.18% | $49.9万 | 1,015股 | $42.5万 | 1,020股 | -5股-0.49% | 减仓 |
 Meta平台META |
| 0.21% | 0.2% | $48.7万 | 864股 | $46.9万 | 819股 | +45股+5.49% | 加仓 |
 德州仪器TXN |
| 0.21% | 0.13% | $47.5万 | 1,595股 | $31.8万 | 1,636股 | -41股-2.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.16% | $47.4万 | 1,343股 | $37.9万 | 1,322股 | +21股+1.59% | 加仓 |
| IiShares安硕信托IBMP |
| 0.2% | 0.2% | $45.3万 | 1.8万股 | $46.0万 | 1.8万股 | -268股-1.48% | 减仓 |
| IiShares安硕信托IBMQ |
| 0.19% | 0.19% | $43.9万 | 1.7万股 | $44.4万 | 1.7万股 | -209股-1.20% | 减仓 |
 阿默普莱斯AMP |
| 0.19% | 0.17% | $43.4万 | 947股 | $39.7万 | 893股 | +54股+6.05% | 加仓 |
 美国运通AXP |
| 0.19% | 0.15% | $42.8万 | 1,266股 | $35.5万 | 1,173股 | +93股+7.93% | 加仓 |
| IIBMIBM |
| 0.18% | 0.15% | $41.5万 | 1,474股 | $34.5万 | 1,422股 | +52股+3.66% | 加仓 |
| V先锋领航指数基金VOO |
| 0.18% | 0.27% | $41.4万 | 603股 | $64.7万 | 1,083股 | -480股-44.32% | 减仓 |
| KKimco地产KIM |
| 0.18% | 0.15% | $41.2万 | 1.6万股 | $35.2万 | 1.6万股 | +602股+3.84% | 加仓 |
| B巴里克黄金GOLD |
| 0.18% | 0.18% | $40.9万 | 1.1万股 | $41.9万 | 1.0万股 | +843股+8.20% | 加仓 |
 Phillips 66PSX |
| 0.17% | 0.18% | $40.2万 | 2,376股 | $42.0万 | 2,307股 | +69股+2.99% | 加仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.17% | 0.14% | $39.9万 | 4,844股 | $32.4万 | 4,677股 | +167股+3.57% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.17% | 0.2% | $39.8万 | 2,373股 | $47.0万 | 2,236股 | +137股+6.13% | 加仓 |
 甲骨文ORCL |
| 0.17% | 0.16% | $39.0万 | 2,659股 | $37.8万 | 2,567股 | +92股+3.58% | 加仓 |
