| IiShares安硕信托IVV |
| 22.83% | 21.78% | $7,678.1万 | 10.3万股 | $6,377.8万 | 9.8万股 | +4,887股+5.00% | 加仓 |
| IiShares安硕信托IEFA |
| 21.93% | 22.89% | $7,375.2万 | 76.4万股 | $6,705.0万 | 74.1万股 | +2.3万股+3.10% | 加仓 |
| SSPDR标普500 ETFSPY |
| 11.14% | 11.16% | $3,747.5万 | 5.0万股 | $3,269.7万 | 5.0万股 | -171股-0.34% | 减仓 |
| IiShares安硕·COREIJR |
| 8.73% | 8.23% | $2,936.2万 | 19.8万股 | $2,411.5万 | 19.4万股 | +3,892股+2.00% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 7.18% | 7.19% | $2,414.5万 | 11.3万股 | $2,107.1万 | 11.0万股 | +3,632股+3.31% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.86% | 5.76% | $1,970.8万 | 33.4万股 | $1,686.3万 | 28.3万股 | +5.1万股+18.00% | 加仓 |
| V先锋领航指数基金VOO |
| 4.82% | 4.89% | $1,619.9万 | 2.4万股 | $1,431.7万 | 2.4万股 | -374股-1.56% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 3.6% | 3.95% | $1,209.5万 | 23.9万股 | $1,157.4万 | 23.2万股 | +7,074股+3.05% | 加仓 |
| IiShares安硕IEMG |
| 3.43% | 3.32% | $1,154.3万 | 13.9万股 | $973.6万 | 14.0万股 | -336股-0.24% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.28% | 3.37% | $1,101.4万 | 15.5万股 | $986.7万 | 15.5万股 | -70股-0.05% | 减仓 |
| V先锋领航指数基金VB |
| 1.02% | 1.02% | $342.5万 | 1.1万股 | $298.2万 | 1.1万股 | -85股-0.75% | 减仓 |
 苹果AAPL |
| 0.92% | 0.92% | $308.0万 | 1.1万股 | $270.2万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.72% | 0.73% | $243.6万 | 1.6万股 | $215.0万 | 1.6万股 | -18股-0.12% | 减仓 |
 雪佛龙CVX |
| 0.65% | 0.92% | $218.7万 | 1.3万股 | $270.8万 | 1.3万股 | +103股+0.79% | 加仓 |
| IiShares安硕信托GVI |
| 0.56% | 0.56% | $188.4万 | 1.8万股 | $163.6万 | 1.5万股 | +2,339股+15.23% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.55% | 0.58% | $185.9万 | 3.1万股 | $168.4万 | 3.1万股 | -24股-0.08% | 减仓 |
 英伟达NVDA |
| 0.48% | 0.48% | $160.1万 | 8,000股 | $139.5万 | 8,000股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.26% | 0.14% | $87.1万 | 1,500股 | $40.7万 | 2,000股 | -500股-25.00% | 减仓 |
 埃克森美孚XOM |
| 0.22% | 0.31% | $72.9万 | 5,331股 | $90.4万 | 5,331股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.2% | $70.7万 | 2,000股 | $57.4万 | 2,000股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.18% | 0.26% | $61.9万 | 2,200股 | $77.6万 | 3,200股 | -1,000股-31.25% | 减仓 |
 摩根大通JPM |
| 0.18% | 0.19% | $61.1万 | 1,868股 | $54.9万 | 1,868股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.18% | 0.15% | $58.9万 | 1.0万股 | $43.2万 | 7,375股 | +2,745股+37.22% | 加仓 |
| G通用动力VTI |
| 0.14% | 0.14% | $48.0万 | 1,297股 | $39.7万 | 1,237股 | +60股+4.85% | 加仓 |
 亚马逊AMZN |
| 0.14% | 0.14% | $47.7万 | 2,000股 | $41.7万 | 2,000股 | 00.00% | 持仓不变 |
| AAPA公司APA |
| 0.14% | 0.2% | $45.5万 | 1.4万股 | $59.1万 | 1.4万股 | +48股+0.34% | 加仓 |
 微软MSFT |
| 0.12% | 0.14% | $40.8万 | 1,094股 | $40.5万 | 1,094股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.12% | 0.08% | $40.4万 | 1,070股 | $24.1万 | 780股 | +290股+37.18% | 加仓 |
 斯伦贝谢SLB |
| 0.1% | 0.12% | $32.1万 | 6,900股 | $35.5万 | 6,900股 | 00.00% | 持仓不变 |
| TTORTOISE CAPITAL SERIES TRUSTCAI |
| 0.09% | — | $29.6万 | 5,300股 | $0 | 0股 | +5,300股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.08% | — | $26.3万 | 700股 | $0 | 0股 | +700股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.08% | 0.08% | $26.2万 | 3,067股 | $23.2万 | 3,012股 | +55股+1.83% | 加仓 |
 Meta平台META |
| 0.08% | 0.09% | $26.0万 | 462股 | $26.4万 | 462股 | 00.00% | 持仓不变 |
