| IiShares安硕信托IVW |
| 15.43% | 14.65% | $5,067.2万 | 36.8万股 | $4,210.5万 | 37.2万股 | -3,804股-1.02% | 减仓 |
| IiShares安硕·S&PIVE |
| 12% | 12.62% | $3,940.8万 | 17.4万股 | $3,625.4万 | 17.2万股 | +1,859股+1.08% | 加仓 |
| IiShares安硕信托IEFA |
| 8.51% | 8.76% | $2,795.2万 | 28.9万股 | $2,518.1万 | 27.8万股 | +1.1万股+4.05% | 加仓 |
| IiShares安硕·COREIJR |
| 6.62% | 6.41% | $2,173.7万 | 14.7万股 | $1,842.8万 | 14.8万股 | -1,677股-1.13% | 减仓 |
| IiShares安硕·COREIJH |
| 5.26% | 5.25% | $1,728.9万 | 22.4万股 | $1,509.2万 | 22.3万股 | +724股+0.32% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.52% | 4.01% | $1,155.2万 | 22.8万股 | $1,153.2万 | 22.8万股 | +577股+0.25% | 加仓 |
 苹果AAPL |
| 3.31% | 3.33% | $1,087.1万 | 3.8万股 | $956.1万 | 3.8万股 | -103股-0.27% | 减仓 |
| IiShares安硕IEMG |
| 2.59% | 2.39% | $851.5万 | 10.3万股 | $687.8万 | 9.9万股 | +4,187股+4.25% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.52% | 2.61% | $829.1万 | 11.6万股 | $748.9万 | 11.7万股 | -514股-0.44% | 减仓 |
 泛林集团LRCX |
| 2.38% | 1.32% | $781.7万 | 1.8万股 | $380.7万 | 1.8万股 | +222股+1.25% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2.35% | 2.44% | $772.6万 | 9.4万股 | $700.8万 | 8.9万股 | +4,525股+5.06% | 加仓 |
 AIRBNB COM CL AABNB |
| 2.29% | 2.53% | $751.3万 | 5.2万股 | $726.1万 | 5.7万股 | -5,000股-8.70% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 1.91% | 1.76% | $625.8万 | 7.6万股 | $505.8万 | 1.2万股 | +6.3万股+510.55% | 加仓 |
 微软MSFT |
| 1.8% | 2.03% | $590.7万 | 1.6万股 | $584.1万 | 1.6万股 | +56股+0.35% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.41% | 1.35% | $464.5万 | 5.3万股 | $388.6万 | 1.1万股 | +4.2万股+399.63% | 加仓 |
| V先锋领航全球基金MGV |
| 1.4% | 1.41% | $461.4万 | 2.8万股 | $405.2万 | 2.8万股 | +275股+0.98% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 1.23% | 1.47% | $403.8万 | 4.5万股 | $421.6万 | 5.1万股 | -5,438股-10.69% | 减仓 |
| IiShares安硕信托IVV |
| 1.19% | 1.19% | $390.7万 | 5,217股 | $343.3万 | 5,256股 | -39股-0.74% | 减仓 |
| V先锋领航·MIDVO |
| 1.08% | 1.1% | $353.3万 | 4.4万股 | $314.7万 | 1.1万股 | +3.3万股+300.07% | 加仓 |
 亚马逊AMZN |
| 1.06% | 1.1% | $349.6万 | 1.5万股 | $315.8万 | 1.5万股 | -494股-3.26% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.05% | 1.11% | $343.5万 | 3.6万股 | $319.5万 | 3.6万股 | -404股-1.12% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.04% | 1.11% | $341.6万 | 1.6万股 | $319.0万 | 1.6万股 | -72股-0.46% | 减仓 |
| V先锋领航指数基金VB |
| 0.99% | 0.98% | $326.3万 | 1.1万股 | $282.6万 | 1.1万股 | -23股-0.21% | 减仓 |
 科磊KLAC |
| 0.84% | 0.47% | $274.9万 | 9,110股 | $134.1万 | 911股 | +8,199股+900.00% | 加仓 |
 英伟达NVDA |
| 0.83% | 1.03% | $272.0万 | 1.4万股 | $297.2万 | 1.7万股 | -3,450股-20.24% | 减仓 |
| SSPDR黄金信托GLD |
| 0.82% | 1.09% | $268.9万 | 7,300股 | $314.1万 | 7,300股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMST |
| 0.76% | 0.78% | $249.0万 | 4.9万股 | $223.8万 | 4.4万股 | +4,913股+11.19% | 加仓 |
 好市多COST |
| 0.66% | 0.8% | $217.2万 | 2,322股 | $231.3万 | 2,321股 | +1股+0.04% | 加仓 |
| I景顺QQQ信托VOO |
| 0.59% | — | $192.7万 | 2,617股 | $0 | 0股 | +2,617股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.55% | 0.54% | $180.5万 | 1.5万股 | $154.9万 | 3,633股 | +1.1万股+300.06% | 加仓 |
 切尼尔能源LNG |
| 0.53% | 0.71% | $173.0万 | 7,240股 | $205.4万 | 7,240股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.5% | 0.52% | $163.5万 | 2.7万股 | $148.9万 | 2.8万股 | -171股-0.62% | 减仓 |
 Roper科技ROP |
| 0.49% | 0.58% | $159.7万 | 4,720股 | $167.7万 | 4,739股 | -19股-0.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.46% | 0.46% | $152.5万 | 4,317股 | $130.9万 | 4,562股 | -245股-5.37% | 减仓 |
| V先锋领航指数基金VUG |
| 0.44% | 0.43% | $144.8万 | 1.7万股 | $122.4万 | 2,802股 | +1.4万股+500.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.43% | 0.43% | $141.1万 | 5,821股 | $124.4万 | 5,821股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.43% | 0.17% | $141.0万 | 1.0万股 | $47.4万 | 1.1万股 | -651股-6.06% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.42% | 0.43% | $137.1万 | 1.8万股 | $123.3万 | 1.8万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.38% | 0.43% | $125.5万 | 2.5万股 | $123.8万 | 2.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.36% | 0.42% | $118.0万 | 2,094股 | $120.9万 | 2,113股 | -19股-0.90% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.39% | $115.2万 | 2,302股 | $113.4万 | 2,366股 | -64股-2.70% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.33% | 0.36% | $109.1万 | 7,074股 | $103.4万 | 7,091股 | -17股-0.24% | 减仓 |
 AMGEN COMAMGN |
| 0.32% | 0.36% | $106.3万 | 2,937股 | $103.3万 | 2,937股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.32% | 0.17% | $104.9万 | 1,451股 | $49.6万 | 1,451股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.31% | 0.38% | $100.9万 | 1.9万股 | $109.7万 | 2.1万股 | -2,111股-10.15% | 减仓 |
 思科CSCO |
| 0.27% | 0.21% | $88.2万 | 7,507股 | $59.7万 | 7,688股 | -181股-2.35% | 减仓 |
| F第一信托·USTFVD |
| 0.26% | 0.29% | $84.3万 | 1.8万股 | $82.3万 | 1.8万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.25% | 0.19% | $83.6万 | 785股 | $53.5万 | 755股 | +30股+3.97% | 加仓 |
| TTCW ETF TRUSTXB |
| 0.25% | 0.19% | $81.7万 | 2.1万股 | $53.4万 | 1.4万股 | +7,230股+53.16% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.24% | 0.26% | $78.3万 | 7,656股 | $73.6万 | 7,778股 | -122股-1.57% | 减仓 |
