| IiShares安硕信托IVV |
| 15.34% | 16.3% | $9,700.4万 | 13.0万股 | $8,312.2万 | 12.7万股 | +2,278股+1.79% | 加仓 |
| C资本集团成长ETFCGGR |
| 10.75% | 8.38% | $6,792.9万 | 143.9万股 | $4,275.4万 | 106.4万股 | +37.5万股+35.29% | 加仓 |
 AVANTIS INTLNGG |
| 10.09% | 11.17% | $6,376.1万 | 71.5万股 | $5,699.0万 | 67.2万股 | +4.3万股+6.41% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 6.05% | 6.89% | $3,822.9万 | 88.6万股 | $3,515.7万 | 89.2万股 | -5,463股-0.61% | 减仓 |
| IiShares安硕信托IWY |
| 4.16% | 3.85% | $2,627.3万 | 9.0万股 | $1,962.4万 | 7.9万股 | +1.2万股+14.63% | 加仓 |
| A美国世纪ETF信托AVEM |
| 4.11% | 0.88% | $2,601.0万 | 27.0万股 | $451.0万 | 5.6万股 | +21.4万股+381.60% | 加仓 |
| IiShares安硕信托IWX |
| 3.98% | 5.08% | $2,518.3万 | 23.9万股 | $2,592.9万 | 28.0万股 | -4.0万股-14.41% | 减仓 |
 苹果AAPL |
| 3.78% | 4.12% | $2,387.1万 | 8.2万股 | $2,103.6万 | 8.3万股 | -392股-0.47% | 减仓 |
| IiShares黄金信托IAU |
| 2.92% | 3.72% | $1,847.0万 | 24.5万股 | $1,896.9万 | 21.5万股 | +2.9万股+13.68% | 加仓 |
| I景顺QQQ信托VOO |
| 2.72% | — | $1,720.3万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 2.37% | 0.35% | $1,499.0万 | 2.0万股 | $176.6万 | 2,716股 | +1.7万股+639.06% | 加仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 2.27% | — | $1,435.0万 | 40.9万股 | $0 | 0股 | +40.9万股 | 新买入 |
| I景顺交易所交易基金信托XLG |
| 1.81% | 1.92% | $1,144.3万 | 18.7万股 | $978.1万 | 17.9万股 | +7,586股+4.23% | 加仓 |
 英伟达NVDA |
| 1.63% | 1.77% | $1,032.5万 | 5.2万股 | $902.4万 | 5.2万股 | -143股-0.28% | 减仓 |
| BBNY MELLON ETF TRUST IIBKDV |
| 1.4% | 1.09% | $885.6万 | 26.4万股 | $553.9万 | 18.7万股 | +7.8万股+41.61% | 加仓 |
 谷歌AGOOGL |
| 1.24% | 1.23% | $783.7万 | 2.2万股 | $625.6万 | 2.2万股 | +176股+0.81% | 加仓 |
 微软MSFT |
| 0.91% | 1.14% | $577.1万 | 1.5万股 | $581.2万 | 1.6万股 | -228股-1.45% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.89% | 0.94% | $563.7万 | 4.5万股 | $477.6万 | 1.1万股 | +3.4万股+305.37% | 加仓 |
 亚马逊AMZN |
| 0.87% | 0.95% | $548.5万 | 2.3万股 | $484.7万 | 2.3万股 | -262股-1.13% | 减仓 |
| IiShares安硕信托ITOT |
| 0.69% | 0.74% | $437.2万 | 2.7万股 | $379.4万 | 2.7万股 | -24股-0.09% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.68% | 0.76% | $431.9万 | 7.6万股 | $386.5万 | 6.8万股 | +8,290股+12.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.8% | $424.0万 | 8,473股 | $410.3万 | 8,563股 | -90股-1.05% | 减仓 |
| S道富SPYM |
| 0.56% | 0.62% | $352.9万 | 4.0万股 | $314.2万 | 4.1万股 | -891股-2.17% | 减仓 |
| DDOUBLEVERIFYDV |
| 0.54% | 0.59% | $343.4万 | 31.7万股 | $301.0万 | 31.7万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.53% | 0.6% | $334.1万 | 1.0万股 | $308.0万 | 1.0万股 | -263股-2.51% | 减仓 |
| IiShares安硕信托IEFA |
| 0.53% | 2.44% | $332.4万 | 3.4万股 | $1,246.1万 | 13.8万股 | -10.3万股-75.00% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.52% | 0.52% | $329.3万 | 3.0万股 | $262.7万 | 2.7万股 | +2,827股+10.46% | 加仓 |
 美光科技MU |
| 0.51% | 0.22% | $325.1万 | 2,816股 | $112.6万 | 3,332股 | -516股-15.49% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.49% | 0.63% | $310.7万 | 1.6万股 | $323.2万 | 2.4万股 | -8,006股-32.92% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.48% | $302.3万 | 8,556股 | $245.5万 | 8,557股 | -1股-0.01% | 减仓 |
 博通AVGO |
| 0.44% | 0.44% | $279.9万 | 7,408股 | $222.8万 | 7,198股 | +210股+2.92% | 加仓 |
 礼来LLY |
| 0.42% | 0.18% | $268.6万 | 2,239股 | $90.8万 | 987股 | +1,252股+126.85% | 加仓 |
| FFLEXFLEX |
| 0.42% | 0.26% | $268.4万 | 1.7万股 | $134.2万 | 2.1万股 | -3,941股-19.22% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.41% | — | $257.7万 | 5,972股 | $0 | 0股 | +5,972股 | 新买入 |
 科磊KLAC |
| 0.41% | 0.23% | $256.0万 | 8,486股 | $119.7万 | 813股 | +7,673股+943.79% | 加仓 |
| IiShares安硕·COREIJR |
| 0.37% | 0.36% | $234.6万 | 1.6万股 | $181.8万 | 1.5万股 | +1,190股+8.14% | 加仓 |
| IiShares安硕IEMG |
| 0.34% | 0.45% | $214.6万 | 2.6万股 | $228.5万 | 3.3万股 | -6,854股-20.92% | 减仓 |
| IiShares安硕·COREIJH |
| 0.34% | 0.38% | $213.4万 | 2.8万股 | $195.5万 | 2.9万股 | -1,280股-4.42% | 减仓 |
 沃尔玛WMT |
| 0.32% | 0.42% | $202.0万 | 1.8万股 | $216.4万 | 1.7万股 | +424股+2.43% | 加仓 |
 康宁GLW |
| 0.31% | — | $193.0万 | 7,554股 | $0 | 0股 | +7,554股 | 新买入 |
 捷普JBL |
| 0.3% | 0.25% | $187.3万 | 4,859股 | $127.3万 | 4,792股 | +67股+1.40% | 加仓 |
 好市多COST |
| 0.29% | 0.39% | $181.2万 | 1,937股 | $198.9万 | 1,996股 | -59股-2.96% | 减仓 |
 默沙东MRK |
| 0.28% | 0.05% | $179.4万 | 1.4万股 | $27.9万 | 2,323股 | +1.2万股+500.95% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.28% | 0.25% | $176.7万 | 6,189股 | $128.7万 | 6,187股 | +2股+0.03% | 加仓 |
 伍德沃德WWD |
| 0.27% | 0.28% | $173.1万 | 4,069股 | $141.7万 | 3,959股 | +110股+2.78% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.27% | 0.3% | $171.0万 | 2,151股 | $154.1万 | 2,117股 | +34股+1.61% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.41% | $170.3万 | 1.2万股 | $206.7万 | 1.2万股 | +277股+2.27% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.26% | 0.2% | $165.6万 | 5,512股 | $100.8万 | 4,063股 | +1,449股+35.66% | 加仓 |
 ALTRIAMO |
| 0.26% | 0.05% | $165.5万 | 2.3万股 | $23.9万 | 3,629股 | +1.9万股+533.67% | 加仓 |
 TRAVELERS COSTRV |
| 0.26% | 0.28% | $163.8万 | 4,963股 | $140.5万 | 4,817股 | +146股+3.03% | 加仓 |
