| IiShares安硕信托IVV |
| 4.72% | 3.98% | $951.8万 | 1.3万股 | $697.8万 | 1.1万股 | +2,026股+18.96% | 加仓 |
 PALO ALTOPANW |
| 4.59% | 2.94% | $926.6万 | 2.7万股 | $515.5万 | 3.2万股 | -4,981股-15.49% | 减仓 |
| F富达Covington信托FENI |
| 3.76% | 3.7% | $757.6万 | 18.9万股 | $649.9万 | 17.5万股 | +1.4万股+8.06% | 加仓 |
 苹果AAPL |
| 3.63% | 3.64% | $732.4万 | 2.5万股 | $638.0万 | 2.5万股 | +173股+0.69% | 加仓 |
| IiShares安硕信托IEI |
| 3.14% | 3.41% | $634.3万 | 5.4万股 | $598.5万 | 5.0万股 | +3,537股+7.01% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.9% | 2.73% | $584.3万 | 12.8万股 | $478.5万 | 10.5万股 | +2.4万股+22.44% | 加仓 |
 英伟达NVDA |
| 2.7% | 2.76% | $544.4万 | 2.7万股 | $484.9万 | 2.8万股 | -596股-2.14% | 减仓 |
 微软MSFT |
| 2.65% | 3.05% | $534.1万 | 1.4万股 | $536.1万 | 1.4万股 | -165股-1.14% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 2.6% | 2.99% | $523.7万 | 9.7万股 | $525.0万 | 9.9万股 | -2,524股-2.54% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.32% | 2.13% | $468.3万 | 1.3万股 | $374.1万 | 1.3万股 | +215股+1.65% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.2% | 2.33% | $442.7万 | 6.3万股 | $408.7万 | 6.5万股 | -2,101股-3.21% | 减仓 |
| FFIDELITY ENHANCED EMERGING MARKETS ETFFEMR |
| 2.14% | 1.6% | $431.1万 | 10.1万股 | $280.6万 | 8.2万股 | +1.9万股+23.22% | 加仓 |
 礼来LLY |
| 2.08% | 1.89% | $420.4万 | 3,505股 | $332.4万 | 3,614股 | -109股-3.02% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 2.04% | 2.04% | $411.3万 | 15.7万股 | $358.8万 | 13.7万股 | +2.0万股+14.98% | 加仓 |
 应用材料AMAT |
| 1.95% | 1.24% | $393.6万 | 5,444股 | $217.3万 | 6,358股 | -914股-14.38% | 减仓 |
| C花旗集团C |
| 1.9% | 1.79% | $383.4万 | 2.7万股 | $314.8万 | 2.8万股 | -360股-1.30% | 减仓 |
 亚马逊AMZN |
| 1.89% | 1.9% | $380.6万 | 1.6万股 | $332.8万 | 1.6万股 | -13股-0.08% | 减仓 |
 Meta平台META |
| 1.72% | 1.77% | $346.5万 | 6,151股 | $311.0万 | 5,436股 | +715股+13.15% | 加仓 |
 摩根大通JPM |
| 1.63% | 1.68% | $329.6万 | 1.0万股 | $294.6万 | 1.0万股 | +52股+0.52% | 加仓 |
 卡特彼勒CAT |
| 1.63% | 1.33% | $328.6万 | 3,086股 | $233.7万 | 3,298股 | -212股-6.43% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 1.62% | 1.12% | $326.7万 | 7.1万股 | $196.1万 | 4.3万股 | +2.8万股+66.67% | 加仓 |
 帕兰提尔PLTR |
| 1.57% | 2.25% | $317.5万 | 2.7万股 | $394.4万 | 2.7万股 | +251股+0.93% | 加仓 |
 CHUBB LIMITEDCB |
| 1.51% | 1.6% | $305.3万 | 8,960股 | $281.1万 | 8,624股 | +336股+3.90% | 加仓 |
| V先锋领航指数基金VOO |
| 1.44% | 1.63% | $289.6万 | 4,217股 | $286.3万 | 4,792股 | -575股-12.00% | 减仓 |
 MCKESSON COMMCK |
| 1.37% | 1.75% | $276.7万 | 3,662股 | $306.5万 | 3,542股 | +120股+3.39% | 加仓 |
| F富达Covington信托FESM |
| 1.35% | 0.23% | $271.5万 | 5.6万股 | $40.5万 | 1.1万股 | +4.6万股+427.40% | 加仓 |
 飞塔FTNT |
| 1.34% | 0.84% | $270.5万 | 1.8万股 | $146.5万 | 1.8万股 | -325股-1.81% | 减仓 |
 伊顿ETN |
| 1.25% | 1.24% | $251.4万 | 5,899股 | $217.1万 | 6,071股 | -172股-2.83% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.04% | 0.85% | $210.0万 | 4.3万股 | $149.1万 | 3.1万股 | +1.2万股+39.27% | 加仓 |
 WASTE MGMT DELWM |
| 1.03% | 1.13% | $206.8万 | 9,280股 | $198.1万 | 8,621股 | +659股+7.64% | 加仓 |
 杜克能源DUK |
| 1% | 1.14% | $202.7万 | 1.6万股 | $200.2万 | 1.5万股 | +724股+4.74% | 加仓 |
| F富达·GREENWOOD STREET TRFHEQ |
| 0.96% | 1.14% | $193.9万 | 5.9万股 | $199.9万 | 6.8万股 | -9,084股-13.37% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.95% | 0.23% | $191.5万 | 6.2万股 | $40.7万 | 1.5万股 | +4.7万股+321.06% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.95% | 0.91% | $191.2万 | 8,547股 | $159.9万 | 8,571股 | -24股-0.28% | 减仓 |
| N新纪元能源NEE |
| 0.92% | 1.09% | $185.6万 | 2.1万股 | $191.0万 | 2.1万股 | +579股+2.82% | 加仓 |
 史赛克SYK |
| 0.9% | 0.98% | $181.7万 | 5,770股 | $172.6万 | 5,253股 | +517股+9.84% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.9% | 0.95% | $181.6万 | 2,432股 | $166.9万 | 2,566股 | -134股-5.22% | 减仓 |
| F富达Covington信托FELG |
| 0.83% | 0.88% | $168.0万 | 3.8万股 | $153.7万 | 4.1万股 | -2,602股-6.35% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.83% | 0.14% | $167.7万 | 4.0万股 | $24.7万 | 6,804股 | +3.3万股+488.04% | 加仓 |
 DANAHER DEL COMDHR |
| 0.79% | 1.09% | $159.8万 | 8,392股 | $192.1万 | 1.0万股 | -1,738股-17.16% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.79% | 0.17% | $159.6万 | 4.6万股 | $29.4万 | 8,736股 | +3.7万股+421.39% | 加仓 |
 沃尔玛WMT |
| 0.78% | 1% | $157.3万 | 1.4万股 | $175.6万 | 1.4万股 | -238股-1.68% | 减仓 |
 CARRIER GLOBALCARR |
| 0.74% | 0.66% | $150.2万 | 2.0万股 | $116.1万 | 2.1万股 | -139股-0.67% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.74% | 0.97% | $149.6万 | 1.9万股 | $169.9万 | 1.8万股 | +505股+2.75% | 加仓 |
 博通AVGO |
| 0.74% | 0.43% | $148.9万 | 3,942股 | $76.0万 | 2,457股 | +1,485股+60.44% | 加仓 |
| PPGIM ETF TRPHYL |
| 0.72% | 0.81% | $145.6万 | 4.2万股 | $141.8万 | 4.1万股 | +774股+1.89% | 加仓 |
 麦当劳MCD |
| 0.72% | 1.12% | $145.2万 | 5,371股 | $197.2万 | 6,345股 | -974股-15.35% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.72% | 0.82% | $145.1万 | 2,516股 | $144.2万 | 2,449股 | +67股+2.74% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.85% | $142.7万 | 2,852股 | $149.4万 | 3,117股 | -265股-8.50% | 减仓 |
 EquinixEQIX |
| 0.7% | 1.22% | $141.2万 | 1,355股 | $213.3万 | 2,176股 | -821股-37.73% | 减仓 |
