| IiShares安硕信托IVW |
| 7.36% | 6.94% | $1,755.5万 | 12.8万股 | $1,476.0万 | 13.0万股 | -2,855股-2.19% | 减仓 |
| IiShares安硕信托IUSV |
| 6.19% | 6.55% | $1,477.1万 | 13.4万股 | $1,395.0万 | 13.6万股 | -2,329股-1.71% | 减仓 |
 苹果AAPL |
| 5.8% | 5.35% | $1,385.0万 | 4.8万股 | $1,138.5万 | 4.5万股 | +3,006股+6.70% | 加仓 |
| IiShares安硕信托IXUS |
| 5.12% | 5.27% | $1,222.5万 | 12.8万股 | $1,121.6万 | 12.9万股 | -1,366股-1.06% | 减仓 |
| IiShares安硕信托IGIB |
| 4.67% | 5.03% | $1,114.4万 | 21.0万股 | $1,071.0万 | 20.1万股 | +8,353股+4.15% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4.35% | 4.54% | $1,038.2万 | 13.5万股 | $965.3万 | 12.5万股 | +1.0万股+8.23% | 加仓 |
 礼来LLY |
| 2.77% | 2.2% | $660.1万 | 5,503股 | $467.5万 | 5,083股 | +420股+8.26% | 加仓 |
 微软MSFT |
| 2.76% | 3.15% | $658.2万 | 1.8万股 | $671.0万 | 1.8万股 | -482股-2.66% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.62% | 2.55% | $625.3万 | 5.7万股 | $543.0万 | 5.6万股 | +831股+1.49% | 加仓 |
 英伟达NVDA |
| 2.56% | 2.56% | $610.7万 | 3.1万股 | $544.9万 | 3.1万股 | -722股-2.31% | 减仓 |
| IiShares安硕·COREIJR |
| 2.23% | 2.14% | $532.7万 | 3.6万股 | $456.0万 | 3.7万股 | -758股-2.07% | 减仓 |
| S道富SPHY |
| 2% | 2.09% | $478.3万 | 20.4万股 | $444.7万 | 19.1万股 | +1.3万股+7.02% | 加仓 |
| G通用动力VTI |
| 1.84% | 1.78% | $438.4万 | 1.2万股 | $378.6万 | 1.2万股 | +47股+0.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.83% | 1.6% | $437.7万 | 1.2万股 | $339.7万 | 1.2万股 | +548股+4.63% | 加仓 |
 摩根大通JPM |
| 1.69% | 1.71% | $404.2万 | 1.2万股 | $364.2万 | 1.2万股 | -31股-0.25% | 减仓 |
| V先锋领航指数基金VOO |
| 1.61% | 1.42% | $384.6万 | 5,223股 | $302.4万 | 5,240股 | -17股-0.32% | 减仓 |
 家得宝HD |
| 1.58% | 1.64% | $377.2万 | 1.1万股 | $349.5万 | 1.1万股 | +69股+0.65% | 加仓 |
| V先锋领航指数基金VUG |
| 1.49% | 1.25% | $355.1万 | 4.1万股 | $265.2万 | 6,071股 | +3.5万股+579.01% | 加仓 |
 美国运通AXP |
| 1.42% | 1.44% | $338.6万 | 1.0万股 | $305.8万 | 1.0万股 | -100股-0.99% | 减仓 |
 VertivVRT |
| 1.4% | 1.21% | $333.0万 | 9,945股 | $257.3万 | 1.0万股 | -325股-3.16% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.28% | 1.45% | $306.6万 | 3.7万股 | $307.8万 | 3.7万股 | -97股-0.26% | 减仓 |
 好市多COST |
| 1.27% | 1.51% | $302.2万 | 3,230股 | $321.8万 | 3,230股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.22% | 1.18% | $290.2万 | 1.2万股 | $251.7万 | 1.2万股 | +91股+0.75% | 加仓 |
 强生JNJ |
| 1% | 1.09% | $238.2万 | 9,381股 | $233.0万 | 9,531股 | -150股-1.57% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.98% | 0.96% | $234.0万 | 3,133股 | $203.7万 | 3,133股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.97% | 0.86% | $230.8万 | 3.2万股 | $183.3万 | 2.9万股 | +3,787股+13.24% | 加仓 |
| IIBMIBM |
| 0.96% | 0.93% | $230.1万 | 8,182股 | $198.3万 | 8,179股 | +3股+0.04% | 加仓 |
| IiShares安硕信托GVI |
| 0.93% | 1.03% | $222.1万 | 2.1万股 | $219.1万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.88% | 0.8% | $209.5万 | 6,911股 | $171.3万 | 6,540股 | +371股+5.67% | 加仓 |
| SSAFETY INSSAFT |
| 0.87% | 0.94% | $206.7万 | 2.8万股 | $200.6万 | 2.8万股 | +4股+0.01% | 加仓 |
 VisaV |
| 0.77% | 0.78% | $182.9万 | 5,332股 | $166.4万 | 5,506股 | -174股-3.16% | 减仓 |
| IiShares安硕信托IVV |
| 0.74% | 0.73% | $176.7万 | 2,360股 | $155.8万 | 2,385股 | -25股-1.05% | 减仓 |
 INDEPENDENT BK MASSINDB |
| 0.74% | 0.75% | $176.5万 | 2.1万股 | $160.3万 | 2.1万股 | -230股-1.08% | 减仓 |
 TJXTJX |
| 0.71% | 0.87% | $168.7万 | 1.1万股 | $186.2万 | 1.2万股 | -519股-4.45% | 减仓 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.69% | 0.15% | $163.7万 | 4,889股 | $31.3万 | 972股 | +3,917股+402.98% | 加仓 |
 Meta平台META |
| 0.65% | 0.74% | $154.2万 | 2,738股 | $156.6万 | 2,738股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.65% | 0.31% | $154.1万 | 7,070股 | $65.2万 | 3,321股 | +3,749股+112.89% | 加仓 |
| VVanEck ETF信托GDX |
| 0.63% | 0.86% | $150.9万 | 2.0万股 | $183.5万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VPU |
| 0.63% | 0.71% | $149.5万 | 7,636股 | $150.6万 | 7,600股 | +36股+0.47% | 加仓 |
 CAMDEN NATLCAC |
| 0.51% | 0.51% | $122.7万 | 2.3万股 | $109.1万 | 2.3万股 | -359股-1.56% | 减仓 |
 麦当劳MCD |
| 0.5% | 0.73% | $119.7万 | 4,429股 | $154.4万 | 4,969股 | -540股-10.87% | 减仓 |
 万豪MAR |
| 0.5% | 0.5% | $119.5万 | 3,225股 | $105.5万 | 3,225股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.49% | 0.48% | $117.1万 | 4,653股 | $101.2万 | 4,653股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.48% | 0.94% | $115.1万 | 2,507股 | $200.7万 | 4,138股 | -1,631股-39.42% | 减仓 |
 DNP SELECT INCOMEDNP |
| 0.48% | 0.51% | $113.9万 | 10.6万股 | $108.7万 | 10.6万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.47% | 0.38% | $111.8万 | 2,340股 | $80.1万 | 2,370股 | -30股-1.27% | 减仓 |
 AMGEN COMAMGN |
| 0.46% | 0.5% | $110.0万 | 3,037股 | $106.9万 | 3,037股 | 00.00% | 持仓不变 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.45% | 0.36% | $107.7万 | 1.2万股 | $77.3万 | 1.2万股 | -165股-1.38% | 减仓 |
 贝莱德·INC COMBLK |
| 0.44% | 0.49% | $104.3万 | 1,085股 | $104.3万 | 1,085股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.43% | 0.45% | $103.4万 | 1.0万股 | $95.4万 | 1.1万股 | -533股-5.01% | 减仓 |
