| IiShares安硕信托IVV |
| 33.4% | 35.04% | $3.11亿 | 41.6万股 | $2.71亿 | 41.6万股 | +340股+0.08% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 13.01% | 10.77% | $1.21亿 | 75.1万股 | $8,345.6万 | 74.4万股 | +6,943股+0.93% | 加仓 |
| IiShares安硕·COREIJH |
| 10.81% | 11.33% | $1.01亿 | 130.8万股 | $8,777.2万 | 130.0万股 | +7,827股+0.60% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.56% | 10.26% | $8,912.0万 | 125.1万股 | $7,947.2万 | 124.0万股 | +1.1万股+0.85% | 加仓 |
| IiShares安硕·COREIJR |
| 5.63% | 5.66% | $5,252.6万 | 35.4万股 | $4,384.5万 | 35.3万股 | +1,463股+0.41% | 加仓 |
| I景顺·S&PIDMO |
| 3.26% | 3.42% | $3,036.9万 | 50.4万股 | $2,648.6万 | 48.3万股 | +2.1万股+4.29% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 2.22% | 2.03% | $2,071.0万 | 39.2万股 | $1,571.3万 | 38.5万股 | +6,612股+1.72% | 加仓 |
 苹果AAPL |
| 2.1% | 2.14% | $1,954.9万 | 6.8万股 | $1,654.2万 | 6.5万股 | +2,380股+3.65% | 加仓 |
| V先锋领航指数基金VUG |
| 1.98% | 2.04% | $1,848.9万 | 21.5万股 | $1,577.0万 | 3.6万股 | +17.9万股+494.49% | 加仓 |
| S嘉信策略信托SCHF |
| 1.96% | 2.13% | $1,828.1万 | 66.0万股 | $1,651.5万 | 66.7万股 | -7,301股-1.09% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.28% | 1.37% | $1,195.3万 | 1.6万股 | $1,064.3万 | 1.6万股 | -359股-2.19% | 减仓 |
| V先锋领航指数基金VTV |
| 1.05% | 1.17% | $978.8万 | 4.5万股 | $906.4万 | 4.6万股 | -1,285股-2.78% | 减仓 |
| S嘉信·USSCHX |
| 1.04% | 1.13% | $965.6万 | 32.8万股 | $877.7万 | 34.2万股 | -1.4万股-4.15% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.84% | — | $783.2万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 英伟达NVDA |
| 0.62% | 0.57% | $575.1万 | 2.9万股 | $439.3万 | 2.5万股 | +3,550股+14.09% | 加仓 |
| IiShares安硕信托ITOT |
| 0.57% | 0.59% | $533.7万 | 3.3万股 | $460.5万 | 3.3万股 | +49股+0.15% | 加仓 |
| V先锋领航指数基金VOO |
| 0.53% | 0.56% | $495.1万 | 7,209股 | $434.5万 | 7,272股 | -63股-0.87% | 减仓 |
 微软MSFT |
| 0.48% | 0.46% | $444.8万 | 1.2万股 | $358.7万 | 9,691股 | +2,233股+23.04% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.45% | 0.51% | $417.2万 | 14.4万股 | $396.5万 | 15.8万股 | -1.4万股-8.81% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.42% | 0.52% | $396.2万 | 1.7万股 | $406.1万 | 1.9万股 | -2,138股-11.32% | 减仓 |
 泛林集团LRCX |
| 0.36% | 0.21% | $335.7万 | 7,747股 | $161.0万 | 7,535股 | +212股+2.81% | 加仓 |
| IiShares安硕信托IWV |
| 0.34% | 0.36% | $320.5万 | 7,516股 | $280.1万 | 7,556股 | -40股-0.53% | 减仓 |
 DTE ENERGY COMDTE |
| 0.26% | 0.3% | $246.9万 | 1.6万股 | $228.9万 | 1.6万股 | +549股+3.51% | 加仓 |
 谷歌AGOOGL |
| 0.26% | 0.21% | $246.7万 | 6,903股 | $160.7万 | 5,588股 | +1,315股+23.53% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.25% | 0.3% | $231.3万 | 4.9万股 | $229.5万 | 4.8万股 | +520股+1.08% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.23% | $224.2万 | 9,405股 | $180.7万 | 8,677股 | +728股+8.39% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.22% | 0.21% | $201.8万 | 1.6万股 | $164.4万 | 3,855股 | +1.2万股+321.58% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.21% | 0.23% | $195.4万 | 1.9万股 | $180.9万 | 1.9万股 | +89股+0.47% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.21% | 0.22% | $194.5万 | 1.1万股 | $167.3万 | 1.0万股 | +632股+6.25% | 加仓 |
 博通AVGO |
| 0.21% | 0.18% | $194.4万 | 5,147股 | $138.8万 | 4,486股 | +661股+14.73% | 加仓 |
 卡特彼勒CAT |
| 0.21% | 0.16% | $191.5万 | 1,798股 | $125.7万 | 1,774股 | +24股+1.35% | 加仓 |
| V先锋领航·TOTALBND |
| 0.19% | 0.23% | $178.1万 | 2.4万股 | $178.7万 | 2.4万股 | -1股-0.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.15% | $176.8万 | 5,004股 | $117.0万 | 4,080股 | +924股+22.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.18% | $171.0万 | 3,417股 | $141.5万 | 2,952股 | +465股+15.75% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.17% | 0.24% | $157.9万 | 4.7万股 | $182.2万 | 4.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.16% | 0.12% | $151.8万 | 1,266股 | $90.3万 | 982股 | +284股+28.92% | 加仓 |
 iShares安硕信托FITB |
| 0.16% | — | $149.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| IiShares安硕信托GVI |
| 0.16% | 0.18% | $145.3万 | 1.4万股 | $143.3万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.15% | 0.16% | $140.1万 | 1.0万股 | $121.4万 | 1.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.15% | 0.15% | $138.7万 | 4,236股 | $117.2万 | 3,985股 | +251股+6.30% | 加仓 |
| IiShares安硕信托IEFA |
| 0.15% | 0.17% | $135.6万 | 1.4万股 | $128.7万 | 1.4万股 | -178股-1.25% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.12% | 0.14% | $111.4万 | 2.2万股 | $111.8万 | 2.2万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPUS |
| 0.12% | 0.14% | $111.1万 | 7,922股 | $111.0万 | 8,523股 | -601股-7.05% | 减仓 |
 特斯拉TSLA |
| 0.12% | 0.12% | $109.0万 | 2,591股 | $91.0万 | 2,448股 | +143股+5.84% | 加仓 |
 美光科技MU |
| 0.12% | 0.03% | $107.5万 | 931股 | $23.3万 | 691股 | +240股+34.73% | 加仓 |
 景顺·MUN OPPORTUNIT TRVMO |
| 0.11% | 0.13% | $101.7万 | 10.3万股 | $98.0万 | 10.3万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.11% | 0.11% | $101.1万 | 3,594股 | $83.0万 | 3,425股 | +169股+4.93% | 加仓 |
 应用材料AMAT |
| 0.1% | 0.05% | $91.5万 | 1,266股 | $38.4万 | 1,123股 | +143股+12.73% | 加仓 |
 VisaV |
| 0.1% | 0.03% | $91.4万 | 2,663股 | $21.3万 | 706股 | +1,957股+277.20% | 加仓 |
 AMD超威AMD |
| 0.1% | 0.03% | $90.2万 | 1,553股 | $22.0万 | 1,079股 | +474股+43.93% | 加仓 |
