| IiShares安硕信托IVV |
| 13.86% | 15.27% | $2,869.5万 | 3.8万股 | $2,819.2万 | 4.3万股 | -4,841股-11.22% | 减仓 |
| IiShares安硕信托ITOT |
| 13.35% | 13.02% | $2,765.2万 | 16.8万股 | $2,404.2万 | 16.9万股 | -467股-0.28% | 减仓 |
| SSSGA ACTIVE TRALLW |
| 8.16% | 8.95% | $1,690.3万 | 57.7万股 | $1,652.6万 | 57.3万股 | +4,662股+0.81% | 加仓 |
 AFFIRM COM CL AAFRM |
| 4.93% | 3.1% | $1,021.2万 | 12.5万股 | $572.3万 | 12.5万股 | +327股+0.26% | 加仓 |
| IiShares安硕信托IXUS |
| 4.34% | 4.67% | $899.1万 | 9.4万股 | $862.7万 | 10.0万股 | -5,364股-5.39% | 减仓 |
| AATLASSIAN CL ATEAM |
| 3.99% | 3.93% | $825.3万 | 10.6万股 | $724.7万 | 10.6万股 | -92股-0.09% | 减仓 |
| DDOORDASHDASH |
| 3.11% | 2.81% | $643.5万 | 3.5万股 | $517.9万 | 3.4万股 | +379股+1.10% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.07% | 3.36% | $635.6万 | 7.4万股 | $619.6万 | 8.0万股 | -6,005股-7.47% | 减仓 |
| V先锋领航指数基金VTV |
| 2.76% | 2.86% | $571.1万 | 2.6万股 | $528.1万 | 2.7万股 | -709股-2.63% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.56% | 2.55% | $530.7万 | 7,106股 | $470.7万 | 7,237股 | -131股-1.81% | 减仓 |
| V先锋领航指数基金VUG |
| 2.55% | 2.47% | $528.6万 | 6.1万股 | $456.4万 | 1.0万股 | +5.1万股+487.32% | 加仓 |
 Meta平台META |
| 2.18% | 2.46% | $451.4万 | 8,013股 | $453.7万 | 7,930股 | +83股+1.05% | 加仓 |
| S道富SPYM |
| 2.1% | 2.05% | $434.9万 | 4.9万股 | $378.8万 | 4.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.89% | 1.88% | $391.0万 | 2.5万股 | $346.5万 | 2.5万股 | -131股-0.52% | 减仓 |
 苹果AAPL |
| 1.8% | 1.77% | $371.7万 | 1.3万股 | $326.2万 | 1.3万股 | -9股-0.07% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.67% | 1.72% | $346.7万 | 6.7万股 | $317.2万 | 7.0万股 | -3,239股-4.61% | 减仓 |
| IiShares安硕信托IUSV |
| 1.67% | 1.79% | $345.8万 | 3.1万股 | $330.1万 | 3.2万股 | -887股-2.75% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 1.57% | 1.77% | $325.2万 | 10.0万股 | $327.0万 | 10.3万股 | -2,923股-2.83% | 减仓 |
 亚马逊AMZN |
| 1.13% | 1.1% | $233.9万 | 9,815股 | $203.6万 | 9,776股 | +39股+0.40% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.08% | 0.99% | $224.5万 | 4.1万股 | $182.5万 | 3.3万股 | +7,709股+23.38% | 加仓 |
 英伟达NVDA |
| 1.08% | 1.09% | $224.1万 | 1.1万股 | $201.4万 | 1.2万股 | -349股-3.02% | 减仓 |
| G通用动力VTI |
| 1.04% | 1% | $216.3万 | 5,847股 | $185.5万 | 5,781股 | +66股+1.14% | 加仓 |
 微软MSFT |
| 1.03% | 1.15% | $214.3万 | 5,745股 | $211.9万 | 5,725股 | +20股+0.35% | 加仓 |
 帕兰提尔PLTR |
| 0.9% | 1.3% | $187.1万 | 1.6万股 | $239.6万 | 1.6万股 | -345股-2.11% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.83% | $186.3万 | 5,272股 | $152.9万 | 5,330股 | -58股-1.09% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.86% | 0.82% | $177.5万 | 9,438股 | $151.6万 | 9,776股 | -338股-3.46% | 减仓 |
| V先锋领航指数基金VOO |
| 0.85% | 0.82% | $175.8万 | 2,560股 | $151.4万 | 2,533股 | +27股+1.07% | 加仓 |
| I景顺QQQ信托VOO |
| 0.8% | 0.71% | $166.4万 | 2,260股 | $130.4万 | 2,260股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.8% | 0.74% | $165.5万 | 4,382股 | $136.1万 | 4,397股 | -15股-0.34% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.76% | 0.8% | $157.6万 | 6,941股 | $148.4万 | 7,030股 | -89股-1.27% | 减仓 |
| B贝莱德ETF信托IALT |
| 0.68% | — | $140.1万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.66% | $129.8万 | 2,594股 | $122.7万 | 2,560股 | +34股+1.33% | 加仓 |
 谷歌AGOOGL |
| 0.61% | 0.52% | $125.5万 | 3,512股 | $95.7万 | 3,327股 | +185股+5.56% | 加仓 |
| IiShares安硕信托IEFA |
| 0.57% | 0.6% | $117.9万 | 1.2万股 | $110.5万 | 1.2万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.45% | 0.57% | $92.7万 | 991股 | $104.3万 | 1,047股 | -56股-5.35% | 减仓 |
| IiShares安硕IEMG |
| 0.44% | 0.41% | $90.8万 | 1.1万股 | $76.5万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.4% | 0.39% | $83.6万 | 9,674股 | $72.6万 | 8,369股 | +1,305股+15.59% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 0.39% | 0.43% | $80.3万 | 1.6万股 | $80.2万 | 1.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.38% | 0.38% | $78.8万 | 2,407股 | $69.4万 | 2,360股 | +47股+1.99% | 加仓 |
 台积电TSM |
| 0.36% | 0.28% | $75.1万 | 1,573股 | $52.4万 | 1,549股 | +24股+1.55% | 加仓 |
| IiShares安硕信托GVI |
| 0.36% | 0.4% | $74.8万 | 6,954股 | $73.8万 | 6,954股 | 00.00% | 持仓不变 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.36% | 0.51% | $74.4万 | 7,392股 | $93.8万 | 9,472股 | -2,080股-21.96% | 减仓 |
 泛林集团LRCX |
| 0.35% | 0.19% | $73.1万 | 1,688股 | $35.9万 | 1,678股 | +10股+0.60% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.35% | 0.14% | $72.9万 | 7,713股 | $26.0万 | 2,722股 | +4,991股+183.36% | 加仓 |
 礼来LLY |
| 0.35% | 0.28% | $72.1万 | 601股 | $51.8万 | 563股 | +38股+6.75% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.34% | 0.39% | $71.2万 | 1.4万股 | $71.3万 | 1.4万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.34% | 0.38% | $69.6万 | 6,900股 | $69.4万 | 6,900股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.33% | 0.35% | $68.7万 | 5,536股 | $64.6万 | 1,515股 | +4,021股+265.41% | 加仓 |
 强生JNJ |
| 0.29% | 0.32% | $59.8万 | 2,353股 | $58.3万 | 2,384股 | -31股-1.30% | 减仓 |
| SSPDR黄金信托GLD |
| 0.26% | 0.34% | $53.4万 | 1,450股 | $62.4万 | 1,450股 | 00.00% | 持仓不变 |
