| IiShares安硕信托IVV |
| 22.65% | 25.66% | $5,402.9万 | 7.2万股 | $4,304.3万 | 6.6万股 | +6,251股+9.49% | 加仓 |
| IiShares安硕·COREIJR |
| 4.96% | 4.33% | $1,183.1万 | 8.0万股 | $726.9万 | 5.8万股 | +2.1万股+36.42% | 加仓 |
 英伟达NVDA |
| 3.82% | 3.05% | $909.8万 | 4.5万股 | $512.3万 | 2.9万股 | +1.6万股+54.80% | 加仓 |
| IiShares安硕信托AGG |
| 3.51% | 3.87% | $836.4万 | 8.5万股 | $648.8万 | 6.5万股 | +1.9万股+29.30% | 加仓 |
| IiShares安硕信托IEFA |
| 2.76% | 1.36% | $657.1万 | 6.8万股 | $227.5万 | 2.5万股 | +4.3万股+170.74% | 加仓 |
 苹果AAPL |
| 2.57% | 2.34% | $614.0万 | 2.1万股 | $392.4万 | 1.5万股 | +5,755股+37.22% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.49% | 3.1% | $593.4万 | 4.8万股 | $519.7万 | 1.2万股 | +3.6万股+292.14% | 加仓 |
 微软MSFT |
| 2.29% | 2.04% | $545.7万 | 1.5万股 | $341.7万 | 9,231股 | +5,398股+58.48% | 加仓 |
 谷歌AGOOGL |
| 2.1% | 1.78% | $500.2万 | 1.4万股 | $299.2万 | 1.0万股 | +3,593股+34.53% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 2.08% | 2.5% | $497.2万 | 5.4万股 | $419.4万 | 5.5万股 | -669股-1.22% | 减仓 |
 亚马逊AMZN |
| 1.93% | 1.88% | $459.5万 | 1.9万股 | $315.1万 | 1.5万股 | +4,153股+27.45% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.78% | 3.05% | $425.2万 | 10.6万股 | $512.3万 | 12.8万股 | -2.2万股-17.31% | 减仓 |
| IiShares安硕信托IUSB |
| 1.59% | 2.06% | $380.1万 | 8.2万股 | $346.4万 | 7.5万股 | +7,384股+9.85% | 加仓 |
| V先锋领航·MIDVO |
| 1.55% | — | $370.6万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| SSPDR道富指数基金SPDW |
| 1.34% | 1.79% | $319.0万 | 6.3万股 | $299.5万 | 6.6万股 | -2,301股-3.51% | 减仓 |
 美光科技MU |
| 1.31% | 0.43% | $312.8万 | 2,710股 | $72.6万 | 2,150股 | +560股+26.05% | 加仓 |
 博通AVGO |
| 1.22% | 0.89% | $290.3万 | 7,684股 | $150.1万 | 4,848股 | +2,836股+58.50% | 加仓 |
 埃克森美孚XOM |
| 1.21% | 1.84% | $288.2万 | 2.1万股 | $309.2万 | 1.8万股 | +2,856股+15.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 0.78% | $279.4万 | 7,909股 | $131.5万 | 4,583股 | +3,326股+72.57% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 1% | 1.53% | $238.4万 | 7.9万股 | $257.0万 | 7.3万股 | +6,515股+8.99% | 加仓 |
 特斯拉TSLA |
| 0.98% | 0.78% | $233.8万 | 5,559股 | $130.4万 | 3,507股 | +2,052股+58.51% | 加仓 |
 礼来LLY |
| 0.97% | 0.82% | $231.7万 | 1,932股 | $136.8万 | 1,487股 | +445股+29.93% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.93% | 0.41% | $221.0万 | 3,142股 | $69.0万 | 1,119股 | +2,023股+180.79% | 加仓 |
 Meta平台META |
| 0.91% | 0.89% | $217.4万 | 3,859股 | $149.5万 | 2,613股 | +1,246股+47.68% | 加仓 |
 摩根大通JPM |
| 0.84% | 0.78% | $199.2万 | 6,085股 | $131.2万 | 4,461股 | +1,624股+36.40% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.46% | $172.7万 | 2,312股 | $77.9万 | 1,198股 | +1,114股+92.99% | 加仓 |
 北方信托NTRS |
| 0.69% | 0.76% | $163.5万 | 9,403股 | $127.8万 | 9,158股 | +245股+2.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.63% | $155.1万 | 3,099股 | $105.0万 | 2,192股 | +907股+41.38% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.64% | 0.72% | $152.9万 | 2.0万股 | $120.7万 | 1.8万股 | +2,355股+13.27% | 加仓 |
| V先锋领航指数基金VOO |
| 0.64% | 0.7% | $152.0万 | 2,213股 | $117.5万 | 1,966股 | +247股+12.56% | 加仓 |
 HCA医疗HCA |
| 0.61% | 1.02% | $145.7万 | 3,736股 | $170.4万 | 3,600股 | +136股+3.78% | 加仓 |
 PROGRESSIVEPGR |
| 0.59% | 0.76% | $140.5万 | 6,432股 | $127.3万 | 6,422股 | +10股+0.16% | 加仓 |
 VisaV |
| 0.57% | 0.57% | $136.4万 | 3,977股 | $96.4万 | 3,188股 | +789股+24.75% | 加仓 |
 AMD超威AMD |
| 0.54% | 0.15% | $127.9万 | 2,202股 | $24.8万 | 1,218股 | +984股+80.79% | 加仓 |
 UNITED RENTALSURI |
| 0.52% | 0.41% | $124.8万 | 1,102股 | $69.0万 | 947股 | +155股+16.37% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.52% | 0.92% | $124.1万 | 2.4万股 | $153.9万 | 2.9万股 | -5,604股-19.13% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.52% | — | $123.8万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕信托GVI |
| 0.52% | 0.6% | $122.9万 | 1.1万股 | $101.0万 | 9,518股 | +1,905股+20.01% | 加仓 |
 慧与HPEHPE |
| 0.51% | 0.3% | $120.9万 | 2.7万股 | $50.6万 | 2.1万股 | +5,525股+25.98% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.5% | 0.73% | $120.0万 | 1.5万股 | $121.7万 | 1.5万股 | -768股-5.02% | 减仓 |
 QUANTA SVCSPWR |
| 0.45% | 0.58% | $107.1万 | 1,487股 | $97.4万 | 1,774股 | -287股-16.18% | 减仓 |
 NETFLIXNFLX |
| 0.45% | 0.6% | $106.9万 | 1.5万股 | $100.4万 | 1.0万股 | +4,531股+43.40% | 加仓 |
 杜克能源DUK |
| 0.44% | 0.52% | $104.7万 | 8,271股 | $86.4万 | 6,599股 | +1,672股+25.34% | 加仓 |
 ALTRIAMO |
| 0.43% | 0.63% | $102.5万 | 1.4万股 | $105.1万 | 1.6万股 | -1,686股-10.58% | 减仓 |
 雷神技术RTX |
| 0.42% | 0.47% | $101.4万 | 5,342股 | $78.8万 | 4,087股 | +1,255股+30.71% | 加仓 |
 艾伯维ABBV |
| 0.41% | 0.38% | $98.5万 | 3,915股 | $64.2万 | 2,954股 | +961股+32.53% | 加仓 |
 捷普JBL |
| 0.4% | 0.33% | $95.3万 | 2,471股 | $55.9万 | 2,106股 | +365股+17.33% | 加仓 |
 林德LIN |
| 0.4% | 0.41% | $94.9万 | 1,829股 | $69.4万 | 1,400股 | +429股+30.64% | 加仓 |
 Dollar TreeDLTR |
| 0.39% | 0.39% | $93.6万 | 7,740股 | $65.2万 | 5,950股 | +1,790股+30.08% | 加仓 |
 台积电TSM |
| 0.37% | 0.26% | $88.0万 | 1,843股 | $43.6万 | 1,291股 | +552股+42.76% | 加仓 |
