| IiShares安硕信托IVV |
| 10.07% | 9.62% | $8,159.9万 | 10.8万股 | $6,860.0万 | 10.5万股 | +3,093股+2.95% | 加仓 |
| V先锋领航指数基金VUG |
| 9% | 8.39% | $7,293.4万 | 84.1万股 | $5,980.1万 | 13.7万股 | +70.5万股+514.58% | 加仓 |
| V先锋领航指数基金VTV |
| 8.27% | 8.43% | $6,702.9万 | 30.5万股 | $6,013.3万 | 30.6万股 | -1,035股-0.34% | 减仓 |
| IiShares安硕信托IUSB |
| 8.15% | 8.85% | $6,605.4万 | 143.6万股 | $6,313.9万 | 136.7万股 | +6.9万股+5.05% | 加仓 |
 苹果AAPL |
| 7.48% | 7.49% | $6,058.6万 | 19.4万股 | $5,342.5万 | 21.1万股 | -1.7万股-7.95% | 减仓 |
| IiShares安硕信托EFV |
| 4.29% | 4.42% | $3,472.4万 | 44.2万股 | $3,155.0万 | 42.4万股 | +1.8万股+4.25% | 加仓 |
| IiShares安硕IEMG |
| 4.22% | 3.96% | $3,419.8万 | 41.7万股 | $2,823.3万 | 40.5万股 | +1.2万股+3.03% | 加仓 |
| IiShares安硕信托ITOT |
| 2.99% | — | $2,418.7万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
| IiShares安硕信托EFG |
| 2.74% | 2.47% | $2,215.7万 | 17.7万股 | $1,761.2万 | 15.8万股 | +1.9万股+12.00% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.72% | 2.37% | $2,202.3万 | 12.0万股 | $1,687.8万 | 12.7万股 | -7,024股-5.53% | 减仓 |
| IiShares安硕信托SGOV |
| 2.21% | 2.8% | $1,787.4万 | 17.8万股 | $1,994.9万 | 19.8万股 | -2.0万股-10.21% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.09% | 1.96% | $1,696.2万 | 14.3万股 | $1,395.2万 | 14.3万股 | +394股+0.28% | 加仓 |
| IiShares安硕信托CMF |
| 2.08% | 2.34% | $1,688.1万 | 29.3万股 | $1,667.3万 | 29.3万股 | -24股-0.01% | 减仓 |
| IiShares安硕信托TLH |
| 1.92% | 2.27% | $1,558.4万 | 15.7万股 | $1,621.9万 | 16.1万股 | -4,446股-2.76% | 减仓 |
| IiShares安硕·COREIJH |
| 1.53% | 1.54% | $1,240.9万 | 16.2万股 | $1,099.4万 | 16.3万股 | -415股-0.25% | 减仓 |
| V先锋领航指数基金VOO |
| 1.29% | 1.22% | $1,041.4万 | 1.5万股 | $869.1万 | 1.5万股 | +534股+3.67% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.23% | 1.18% | $995.1万 | 28.8万股 | $841.2万 | 28.9万股 | -591股-0.20% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.16% | 1.25% | $940.9万 | 19.9万股 | $893.3万 | 18.8万股 | +1.1万股+6.04% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.05% | 1.3% | $852.6万 | 37.0万股 | $930.6万 | 40.1万股 | -3.1万股-7.74% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.98% | 1.72% | $795.4万 | 2.2万股 | $1,228.6万 | 3.9万股 | -1.7万股-44.27% | 减仓 |
| IiShares安硕信托IEFA |
| 0.94% | 1% | $761.1万 | 7.7万股 | $716.5万 | 7.9万股 | -1,728股-2.18% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.7% | 0.69% | $565.0万 | 4.6万股 | $489.6万 | 1.1万股 | +3.4万股+300.00% | 加仓 |
 微软MSFT |
| 0.69% | 0.78% | $559.3万 | 1.4万股 | $555.3万 | 1.5万股 | -539股-3.59% | 减仓 |
 礼来LLY |
| 0.66% | 0.59% | $538.1万 | 4,484股 | $423.0万 | 4,599股 | -115股-2.50% | 减仓 |
 英伟达NVDA |
| 0.6% | 0.52% | $484.4万 | 2.5万股 | $369.5万 | 2.1万股 | +3,584股+16.92% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.59% | 0.6% | $479.6万 | 13.9万股 | $427.2万 | 14.0万股 | -1,104股-0.79% | 减仓 |
| I景顺QQQ信托VOO |
| 0.53% | 0.52% | $427.7万 | 5,916股 | $372.4万 | 6,452股 | -536股-8.31% | 减仓 |
 Meta平台META |
| 0.52% | 0.62% | $425.0万 | 7,080股 | $442.4万 | 7,732股 | -652股-8.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.48% | $403.4万 | 1.1万股 | $344.2万 | 1.2万股 | -942股-7.85% | 减仓 |
| IiShares安硕信托IWD |
| 0.5% | 0.49% | $401.7万 | 1.6万股 | $349.2万 | 1.6万股 | -93股-0.57% | 减仓 |
 希捷STX |
| 0.46% | 0.33% | $373.7万 | 4,304股 | $234.1万 | 5,976股 | -1,672股-27.98% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.43% | 0.42% | $350.8万 | 3.5万股 | $301.5万 | 3.8万股 | -3,314股-8.65% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.43% | 0.42% | $348.1万 | 2.6万股 | $301.8万 | 2.7万股 | -729股-2.71% | 减仓 |
| UUnityU |
| 0.42% | 0.35% | $339.6万 | 11.5万股 | $252.2万 | 11.5万股 | -399股-0.35% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.4% | $335.5万 | 4,465股 | $283.8万 | 4,364股 | +101股+2.31% | 加仓 |
| V先锋领航全球基金VGT |
| 0.4% | 0.34% | $326.5万 | 2.8万股 | $244.0万 | 3,497股 | +2.5万股+702.32% | 加仓 |
| S道富SPYV |
| 0.4% | 0.41% | $320.9万 | 5.2万股 | $293.8万 | 5.2万股 | -45股-0.09% | 减仓 |
 谷歌AGOOGL |
| 0.39% | 0.36% | $317.1万 | 8,652股 | $258.5万 | 8,991股 | -339股-3.77% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.38% | 0.45% | $310.6万 | 4.0万股 | $317.8万 | 4.1万股 | -586股-1.45% | 减仓 |
| I景顺交易所交易基金IIPWZ |
| 0.37% | 0.14% | $302.8万 | 12.3万股 | $99.5万 | 4.2万股 | +8.2万股+195.86% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.35% | $293.1万 | 1.2万股 | $250.8万 | 1.2万股 | -40股-0.33% | 减仓 |
| V先锋领航·MIDVO |
| 0.35% | 0.35% | $280.0万 | 3.5万股 | $249.4万 | 8,685股 | +2.6万股+298.42% | 加仓 |
| S嘉信策略信托SCHM |
| 0.34% | 0.33% | $272.8万 | 7.6万股 | $234.4万 | 7.6万股 | -100股-0.13% | 减仓 |
 麦当劳MCD |
| 0.34% | 0.43% | $272.4万 | 9,747股 | $307.2万 | 9,885股 | -138股-1.40% | 减仓 |
| IiShares安硕·COREIJR |
| 0.33% | 0.32% | $271.4万 | 1.8万股 | $229.7万 | 1.8万股 | +7股+0.04% | 加仓 |
 特斯拉TSLA |
| 0.33% | 0.32% | $267.1万 | 6,363股 | $225.2万 | 6,058股 | +305股+5.03% | 加仓 |
| V先锋领航指数基金VB |
| 0.31% | 0.31% | $251.6万 | 8,341股 | $218.2万 | 8,332股 | +9股+0.11% | 加仓 |
| S道富SPSM |
| 0.31% | 0.3% | $249.4万 | 4.4万股 | $214.2万 | 4.4万股 | -636股-1.43% | 减仓 |
| AARTERISAIP |
| 0.31% | 0.16% | $247.9万 | 7.1万股 | $117.0万 | 7.1万股 | +54股+0.08% | 加仓 |
| S嘉信策略信托SCHF |
| 0.3% | 0.31% | $244.1万 | 8.8万股 | $221.2万 | 8.9万股 | -1,773股-1.98% | 减仓 |
