| IiShares安硕信托IVV |
| 18.88% | 21.19% | $5,190.9万 | 6.9万股 | $4,493.3万 | 6.9万股 | +526股+0.76% | 加仓 |
| V先锋领航指数基金VUG |
| 11.97% | 7.67% | $3,291.2万 | 38.2万股 | $1,625.7万 | 3.7万股 | +34.5万股+926.53% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 9.26% | 10.27% | $2,546.4万 | 75.2万股 | $2,177.5万 | 74.8万股 | +4,969股+0.66% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.29% | 6.12% | $1,455.5万 | 6.2万股 | $1,298.1万 | 6.0万股 | +1,154股+1.91% | 加仓 |
| V先锋领航指数基金VOO |
| 5.13% | — | $1,410.5万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| V先锋领航白厅基金VYM |
| 4.68% | 5.58% | $1,285.6万 | 8.1万股 | $1,184.1万 | 8.0万股 | +1,398股+1.75% | 加仓 |
| V先锋领航指数基金VTV |
| 3.78% | 4.35% | $1,039.3万 | 4.8万股 | $922.5万 | 4.7万股 | +672股+1.43% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.97% | 3.76% | $816.2万 | 39.2万股 | $797.8万 | 38.1万股 | +1.0万股+2.74% | 加仓 |
| S嘉信策略信托SCHD |
| 2.54% | 3.21% | $699.6万 | 22.1万股 | $679.8万 | 22.2万股 | -979股-0.44% | 减仓 |
| IiShares安硕信托IBTJ |
| 2.54% | 3.33% | $698.2万 | 32.3万股 | $706.1万 | 32.3万股 | -755股-0.23% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 2.51% | — | $691.2万 | 29.8万股 | $0 | 0股 | +29.8万股 | 新买入 |
 微软MSFT |
| 2.36% | 3.1% | $649.7万 | 1.7万股 | $656.9万 | 1.8万股 | -328股-1.85% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 2.31% | 2.94% | $635.6万 | 31.5万股 | $623.0万 | 30.5万股 | +9,409股+3.08% | 加仓 |
 苹果AAPL |
| 2.09% | 2.37% | $575.1万 | 2.0万股 | $502.5万 | 2.0万股 | +76股+0.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.89% | 1.72% | $518.7万 | 2.7万股 | $363.8万 | 2.7万股 | -149股-0.54% | 减仓 |
 英伟达NVDA |
| 1.85% | 2.1% | $507.5万 | 2.5万股 | $445.3万 | 2.6万股 | -171股-0.67% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.38% | 1.59% | $380.7万 | 13.1万股 | $337.5万 | 13.4万股 | -3,017股-2.24% | 减仓 |
 卡特彼勒CAT |
| 1.29% | 1.12% | $353.4万 | 3,319股 | $238.0万 | 3,360股 | -41股-1.22% | 减仓 |
 摩根大通JPM |
| 1.13% | 1.31% | $310.2万 | 9,476股 | $277.8万 | 9,443股 | +33股+0.35% | 加仓 |
| S道富XLI |
| 1.1% | 1.27% | $302.5万 | 1.6万股 | $269.5万 | 1.7万股 | -332股-1.99% | 减仓 |
 亚马逊AMZN |
| 0.79% | 0.89% | $217.0万 | 9,106股 | $188.2万 | 9,037股 | +69股+0.76% | 加仓 |
 沃尔玛WMT |
| 0.71% | 1.02% | $194.8万 | 1.7万股 | $215.9万 | 1.7万股 | -175股-1.01% | 减仓 |
 美光科技MU |
| 0.7% | 0.26% | $191.6万 | 1,660股 | $56.1万 | 1,660股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.65% | 0.81% | $178.3万 | 1.3万股 | $171.3万 | 1.3万股 | -33股-0.25% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.67% | $149.8万 | 2,993股 | $142.8万 | 2,980股 | +13股+0.44% | 加仓 |
 ALTRIAMO |
| 0.53% | 0.63% | $145.5万 | 2.0万股 | $133.2万 | 2.0万股 | +49股+0.24% | 加仓 |
 南方电力SO |
| 0.51% | 0.67% | $139.0万 | 1.5万股 | $141.1万 | 1.5万股 | -100股-0.68% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.5% | 0.61% | $138.4万 | 7,005股 | $130.3万 | 7,071股 | -66股-0.93% | 减仓 |
 强生JNJ |
| 0.49% | 0.61% | $134.4万 | 5,290股 | $129.5万 | 5,298股 | -8股-0.15% | 减仓 |
| IiShares安硕信托ITA |
| 0.48% | 0.56% | $131.3万 | 5,418股 | $118.5万 | 5,418股 | 00.00% | 持仓不变 |
 VisaV |
| 0.46% | 0.53% | $125.5万 | 3,657股 | $112.7万 | 3,729股 | -72股-1.93% | 减仓 |
| SSpaceXSPCX |
| 0.44% | — | $121.6万 | 7,117股 | $0 | 0股 | +7,117股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.44% | $114.0万 | 3,226股 | $92.5万 | 3,226股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.37% | 0.44% | $102.1万 | 2,758股 | $92.3万 | 2,876股 | -118股-4.10% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.37% | 0.46% | $101.0万 | 1.9万股 | $98.0万 | 2.0万股 | -1,008股-5.08% | 减仓 |
 联合太平洋铁路UNP |
| 0.36% | 0.42% | $99.2万 | 3,646股 | $88.6万 | 3,654股 | -8股-0.22% | 减仓 |
 迪尔DE |
| 0.33% | 0.37% | $89.6万 | 1,412股 | $79.1万 | 1,404股 | +8股+0.57% | 加仓 |
 马拉松石油MPC |
| 0.32% | 0.4% | $88.8万 | 3,472股 | $84.8万 | 3,472股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.32% | 0.32% | $86.8万 | 2,428股 | $67.2万 | 2,337股 | +91股+3.89% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.3% | 0.42% | $83.4万 | 1.0万股 | $88.1万 | 1.1万股 | -712股-6.62% | 减仓 |
 可口可乐KO |
| 0.28% | 0.34% | $78.0万 | 9,603股 | $71.6万 | 9,414股 | +189股+2.01% | 加仓 |
 威瑞森VZ |
| 0.28% | 0.43% | $76.7万 | 1.8万股 | $91.1万 | 1.8万股 | -45股-0.25% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.26% | 0.33% | $72.6万 | 3,411股 | $70.5万 | 3,676股 | -265股-7.21% | 减仓 |
| PProShares信托NOBL |
| 0.25% | 0.32% | $68.0万 | 1.2万股 | $68.7万 | 6,479股 | +5,634股+86.96% | 加仓 |
 埃克森美孚XOM |
| 0.24% | 0.38% | $65.4万 | 4,786股 | $80.7万 | 4,754股 | +32股+0.67% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.23% | 0.3% | $64.2万 | 7,819股 | $64.6万 | 7,819股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.23% | 0.3% | $62.4万 | 1.4万股 | $63.1万 | 1.4万股 | +7股+0.05% | 加仓 |
 思科CSCO |
| 0.22% | 0.18% | $60.9万 | 5,183股 | $37.7万 | 4,856股 | +327股+6.73% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.21% | 0.14% | $58.7万 | 916股 | $30.1万 | 916股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 0.21% | 0.29% | $57.3万 | 6,063股 | $62.5万 | 6,553股 | -490股-7.48% | 减仓 |
