| IiShares安硕信托IVV |
| 22.87% | 19.82% | $3.47亿 | 479.5万股 | $2.64亿 | 40.5万股 | +439.0万股+1,084.95% | 加仓 |
| IiShares安硕信托IEFA |
| 6.58% | 6.81% | $9,995.1万 | 169.5万股 | $9,079.7万 | 162.1万股 | +7.5万股+4.61% | 加仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 5.8% | 7.16% | $8,806.9万 | 222.6万股 | $9,541.8万 | 206.6万股 | +16.0万股+7.74% | 加仓 |
| V先锋领航白厅基金VYM |
| 4.71% | 5.03% | $7,153.0万 | 295.9万股 | $6,713.2万 | 290.9万股 | +4.9万股+1.70% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 4.61% | 3.74% | $6,996.8万 | 10.9万股 | $4,988.8万 | 15.2万股 | -4.3万股-28.06% | 减仓 |
| G通用动力VTI |
| 4.1% | 4.21% | $6,223.6万 | 615.8万股 | $5,608.4万 | 616.2万股 | -4,143股-0.07% | 减仓 |
 苹果AAPL |
| 3.39% | 3.42% | $5,147.8万 | 17.8万股 | $4,558.0万 | 18.0万股 | -1,230股-0.68% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.31% | 3.38% | $5,026.1万 | 86.4万股 | $4,504.3万 | 76.9万股 | +9.4万股+12.23% | 加仓 |
| IiShares安硕IEMG |
| 3.06% | 2.89% | $4,643.1万 | 91.9万股 | $3,857.8万 | 87.4万股 | +4.5万股+5.12% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.98% | 1.71% | $4,522.2万 | 23.7万股 | $2,279.6万 | 17.2万股 | +6.6万股+38.38% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.88% | 2.99% | $4,368.6万 | 27.5万股 | $3,990.9万 | 27.2万股 | +3,133股+1.15% | 加仓 |
| IiShares安硕信托IFRA |
| 2.81% | 2.42% | $4,266.5万 | 67.7万股 | $3,226.1万 | 56.4万股 | +11.3万股+20.00% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.34% | 2.3% | $3,552.8万 | 28.6万股 | $3,069.7万 | 7.2万股 | +21.4万股+297.46% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.9% | 1.93% | $2,879.4万 | 86.7万股 | $2,572.6万 | 75.1万股 | +11.5万股+15.35% | 加仓 |
 英伟达NVDA |
| 1.21% | 1.39% | $1,843.6万 | 9.2万股 | $1,854.8万 | 10.6万股 | -1.4万股-13.24% | 减仓 |
 亚马逊AMZN |
| 1.01% | 1.04% | $1,535.5万 | 6.4万股 | $1,385.6万 | 6.7万股 | -2,119股-3.19% | 减仓 |
| V先锋领航指数基金VTV |
| 0.99% | 1.02% | $1,498.6万 | 90.3万股 | $1,362.9万 | 90.4万股 | -274股-0.03% | 减仓 |
| V先锋领航指数基金VUG |
| 0.9% | 0.88% | $1,369.0万 | 116.5万股 | $1,176.0万 | 104.2万股 | +12.3万股+11.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.83% | $1,337.8万 | 3.8万股 | $1,107.1万 | 3.9万股 | -731股-1.89% | 减仓 |
 微软MSFT |
| 0.88% | 1.07% | $1,333.2万 | 48.5万股 | $1,422.5万 | 51.4万股 | -3.0万股-5.78% | 减仓 |
| V先锋领航指数基金VOO |
| 0.81% | 0.8% | $1,230.1万 | 52.2万股 | $1,060.7万 | 35.1万股 | +17.1万股+48.84% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.8% | 0.81% | $1,219.4万 | 1.7万股 | $1,085.5万 | 1.8万股 | -264股-1.50% | 减仓 |
| IiShares安硕信托IVW |
| 0.77% | 0.72% | $1,169.5万 | 8.5万股 | $965.1万 | 8.5万股 | -288股-0.34% | 减仓 |
| IiShares安硕信托IWD |
| 0.66% | 0.67% | $999.5万 | 4.1万股 | $887.2万 | 4.2万股 | -293股-0.71% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.62% | $997.0万 | 2.8万股 | $830.4万 | 2.9万股 | -954股-3.30% | 减仓 |
| IiShares安硕信托SGOV |
| 0.6% | 1.36% | $916.1万 | 9.1万股 | $1,815.6万 | 18.0万股 | -8.9万股-49.55% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.59% | 0.57% | $892.0万 | 7.5万股 | $754.9万 | 7.7万股 | -2,136股-2.77% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.53% | 0.6% | $805.4万 | 5.3万股 | $805.9万 | 5.5万股 | -2,292股-4.15% | 减仓 |
| IiShares黄金信托IAU |
| 0.49% | 0.65% | $740.3万 | 9.8万股 | $863.8万 | 9.8万股 | +57股+0.06% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.39% | $559.7万 | 1.7万股 | $521.5万 | 1.8万股 | -632股-3.56% | 减仓 |
 博通AVGO |
| 0.37% | 0.35% | $559.2万 | 1.5万股 | $460.5万 | 1.5万股 | -63股-0.42% | 减仓 |
| IiShares安硕·COREIJR |
| 0.35% | 0.37% | $538.0万 | 36.4万股 | $487.4万 | 36.7万股 | -2,499股-0.68% | 减仓 |
 SOTERA HEALTHSHC |
| 0.35% | 0.21% | $532.6万 | 206.2万股 | $279.5万 | 193.2万股 | +13.0万股+6.74% | 加仓 |
 Meta平台META |
| 0.32% | 0.37% | $486.0万 | 8,628股 | $487.1万 | 8,514股 | +114股+1.34% | 加仓 |
 强生JNJ |
| 0.3% | 0.35% | $456.5万 | 1.8万股 | $468.8万 | 1.9万股 | -1,219股-6.36% | 减仓 |
| IiShares安硕·COREIJH |
| 0.29% | 0.3% | $443.2万 | 128.5万股 | $403.4万 | 128.5万股 | +15股+0.00% | 加仓 |
 礼来LLY |
| 0.29% | 0.28% | $434.1万 | 3,616股 | $371.5万 | 4,039股 | -423股-10.47% | 减仓 |
 高盛GS |
| 0.28% | 0.92% | $429.6万 | 4,248股 | $1,220.4万 | 1.4万股 | -1.0万股-70.55% | 减仓 |
 好市多COST |
| 0.28% | 0.34% | $426.5万 | 4,556股 | $453.7万 | 4,553股 | +3股+0.07% | 加仓 |
 VisaV |
| 0.27% | 0.31% | $413.1万 | 1.2万股 | $418.8万 | 1.4万股 | -1,813股-13.08% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.25% | 0.26% | $383.5万 | 1.8万股 | $351.7万 | 1.8万股 | -299股-1.63% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.25% | 0.21% | $373.1万 | 12.0万股 | $280.0万 | 10.1万股 | +1.9万股+19.31% | 加仓 |
 埃克森美孚XOM |
| 0.24% | 0.33% | $358.1万 | 2.6万股 | $446.6万 | 2.6万股 | -130股-0.49% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.23% | 0.1% | $344.6万 | 174.6万股 | $138.4万 | 1.4万股 | +173.2万股+12,153.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.27% | $325.9万 | 6,517股 | $358.6万 | 7,483股 | -966股-12.91% | 减仓 |
 应用材料AMAT |
| 0.21% | 0.13% | $325.1万 | 4,508股 | $169.3万 | 4,954股 | -446股-9.00% | 减仓 |
 波音BA |
| 0.21% | 0.22% | $323.3万 | 1.5万股 | $295.8万 | 1.5万股 | +78股+0.52% | 加仓 |
| I景顺QQQ信托VOO |
| 0.21% | 0.21% | $312.9万 | 143.7万股 | $276.3万 | 143.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.2% | 0.21% | $300.2万 | 1.3万股 | $279.0万 | 1.3万股 | +4股+0.03% | 加仓 |
 艾伯维ABBV |
| 0.19% | 0.19% | $293.7万 | 1.2万股 | $255.6万 | 1.2万股 | -85股-0.72% | 减仓 |
