| IiShares安硕信托IEFA |
| 7.9% | 7.9% | $1.56亿 | 161.1万股 | $1.39亿 | 153.7万股 | +7.4万股+4.83% | 加仓 |
 英伟达NVDA |
| 6.74% | 6.53% | $1.33亿 | 66.3万股 | $1.15亿 | 65.9万股 | +3,630股+0.55% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 5.27% | 5.78% | $1.04亿 | 97.6万股 | $1.02亿 | 108.7万股 | -11.1万股-10.18% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 5.18% | 5.37% | $1.02亿 | 79.8万股 | $9,467.0万 | 86.3万股 | -6.5万股-7.55% | 减仓 |
| MMBX BIOSCIENCESMBX |
| 3.27% | 1.98% | $6,446.3万 | 116.8万股 | $3,487.0万 | 116.8万股 | -377股-0.03% | 减仓 |
 AMGEN COMAMGN |
| 3.2% | 3.49% | $6,295.5万 | 17.4万股 | $6,148.1万 | 17.5万股 | -884股-0.51% | 减仓 |
| IiShares安硕IEMG |
| 3.09% | 2.54% | $6,075.5万 | 73.3万股 | $4,479.2万 | 64.2万股 | +9.1万股+14.21% | 加仓 |
 苹果AAPL |
| 3.01% | 2.9% | $5,916.8万 | 20.4万股 | $5,104.1万 | 20.1万股 | +3,366股+1.67% | 加仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 2.82% | 3.34% | $5,545.3万 | 112.5万股 | $5,886.3万 | 106.7万股 | +5.8万股+5.45% | 加仓 |
 微软MSFT |
| 1.81% | 1.96% | $3,559.7万 | 9.5万股 | $3,453.2万 | 9.3万股 | +2,144股+2.30% | 加仓 |
| V先锋领航指数基金VBK |
| 1.8% | 1.67% | $3,545.8万 | 9.7万股 | $2,936.2万 | 9.7万股 | -187股-0.19% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.75% | 1.86% | $3,452.8万 | 14.2万股 | $3,280.0万 | 15.1万股 | -8,883股-5.88% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.57% | 1.73% | $3,086.3万 | 62.0万股 | $3,039.5万 | 61.0万股 | +9,765股+1.60% | 加仓 |
 谷歌AGOOGL |
| 1.45% | 1.26% | $2,860.9万 | 8.0万股 | $2,225.9万 | 7.7万股 | +2,649股+3.42% | 加仓 |
 台积电TSM |
| 1.45% | 0.99% | $2,859.8万 | 6.0万股 | $1,743.8万 | 5.2万股 | +8,284股+16.05% | 加仓 |
 亚马逊AMZN |
| 1.38% | 1.24% | $2,720.2万 | 11.4万股 | $2,184.1万 | 10.5万股 | +9,264股+8.83% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.18% | 0.88% | $2,326.0万 | 3.1万股 | $1,552.0万 | 2.4万股 | +7,282股+30.51% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.99% | 0.93% | $1,958.4万 | 5.5万股 | $1,631.7万 | 5.7万股 | -1,452股-2.55% | 减仓 |
 博通AVGO |
| 0.89% | 0.77% | $1,755.4万 | 4.6万股 | $1,364.8万 | 4.4万股 | +2,375股+5.39% | 加仓 |
 美光科技MU |
| 0.82% | 0.27% | $1,613.7万 | 1.4万股 | $475.9万 | 1.4万股 | -106股-0.75% | 减仓 |
 礼来LLY |
| 0.7% | 0.59% | $1,383.0万 | 1.2万股 | $1,035.0万 | 1.1万股 | +277股+2.46% | 加仓 |
| PPROSHARES TRUST BROOKFIELD GLOBAL INFRASTRUCTURE ETFTOLZ |
| 0.64% | 0.7% | $1,264.7万 | 21.3万股 | $1,237.6万 | 20.6万股 | +7,039股+3.41% | 加仓 |
 卡特彼勒CAT |
| 0.64% | 0.49% | $1,255.6万 | 1.2万股 | $855.4万 | 1.2万股 | -283股-2.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.72% | $1,250.2万 | 2.5万股 | $1,266.5万 | 2.6万股 | -1,446股-5.47% | 减仓 |
 Meta平台META |
| 0.61% | 0.65% | $1,206.8万 | 2.1万股 | $1,145.3万 | 2.0万股 | +1,406股+7.02% | 加仓 |
 特斯拉TSLA |
| 0.6% | 0.6% | $1,174.0万 | 2.8万股 | $1,057.8万 | 2.8万股 | -542股-1.90% | 减仓 |
 摩根大通JPM |
| 0.59% | 0.58% | $1,171.2万 | 3.6万股 | $1,027.8万 | 3.5万股 | +838股+2.40% | 加仓 |
| IiShares安硕信托GVI |
| 0.57% | 0.61% | $1,122.0万 | 10.5万股 | $1,076.2万 | 10.1万股 | +4,327股+4.28% | 加仓 |
 应用材料AMAT |
| 0.57% | 0.3% | $1,113.9万 | 1.5万股 | $525.3万 | 1.5万股 | +36股+0.23% | 加仓 |
 强生JNJ |
| 0.54% | 0.57% | $1,061.3万 | 4.2万股 | $995.2万 | 4.1万股 | +1,072股+2.63% | 加仓 |
 沃尔玛WMT |
| 0.54% | 0.67% | $1,059.2万 | 9.4万股 | $1,179.4万 | 9.5万股 | -1,380股-1.45% | 减仓 |
 自由港麦克莫兰FCX |
| 0.54% | 0.61% | $1,059.0万 | 16.8万股 | $1,071.2万 | 18.2万股 | -1.4万股-7.60% | 减仓 |
 AMD超威AMD |
| 0.52% | 0.18% | $1,020.9万 | 1.8万股 | $317.5万 | 1.6万股 | +1,967股+12.60% | 加仓 |
 阿斯麦ASML |
| 0.48% | 0.33% | $954.5万 | 4,798股 | $585.5万 | 4,433股 | +365股+8.23% | 加仓 |
 VisaV |
| 0.47% | 0.37% | $924.5万 | 2.7万股 | $647.3万 | 2.1万股 | +5,530股+25.82% | 加仓 |
 泛林集团LRCX |
| 0.44% | 0.26% | $868.3万 | 2.0万股 | $452.0万 | 2.1万股 | -1,116股-5.28% | 减仓 |
 埃克森美孚XOM |
| 0.41% | 0.56% | $811.5万 | 5.9万股 | $994.6万 | 5.9万股 | +735股+1.25% | 加仓 |
 思科CSCO |
| 0.39% | 0.3% | $762.0万 | 6.5万股 | $521.1万 | 6.7万股 | -2,291股-3.41% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.33% | 0.35% | $655.5万 | 6.3万股 | $612.9万 | 6.3万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.32% | 0.11% | $632.6万 | 4.5万股 | $195.9万 | 4.4万股 | +907股+2.04% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.31% | 0.3% | $605.0万 | 1.8万股 | $533.8万 | 1.8万股 | -225股-1.24% | 减仓 |
 百时美施贵宝BMY |
| 0.29% | 0.34% | $575.5万 | 10.0万股 | $598.6万 | 9.9万股 | +1,182股+1.20% | 加仓 |
 艾伯维ABBV |
| 0.27% | 0.26% | $528.3万 | 2.1万股 | $456.7万 | 2.1万股 | -5股-0.02% | 减仓 |
| V先锋领航指数基金VOO |
| 0.27% | 0.27% | $524.7万 | 7,639股 | $473.2万 | 7,919股 | -280股-3.54% | 减仓 |
 科磊KLAC |
| 0.27% | 0.15% | $522.1万 | 1.7万股 | $261.6万 | 1,777股 | +1.6万股+873.83% | 加仓 |
| IiShares安硕信托SGOV |
| 0.26% | 3.7% | $513.8万 | 5.1万股 | $6,516.5万 | 64.7万股 | -59.6万股-92.12% | 减仓 |
 家得宝HD |
| 0.26% | 0.19% | $505.2万 | 1.4万股 | $337.6万 | 1.0万股 | +4,061股+39.57% | 加仓 |
 好市多COST |
| 0.25% | 0.32% | $498.5万 | 5,329股 | $556.3万 | 5,583股 | -254股-4.55% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.25% | 0.24% | $493.2万 | 4.0万股 | $424.3万 | 9,951股 | +3.0万股+299.14% | 加仓 |
 万事达MA |
| 0.25% | 0.23% | $489.5万 | 9,530股 | $398.0万 | 7,964股 | +1,566股+19.66% | 加仓 |
