| AAlphabet Inc Class CGOOG |
| 8.66% | 7.87% | $1,818.0万 | 5.1万股 | $1,493.6万 | 5.2万股 | -612股-1.18% | 减仓 |
| G通用动力VTI |
| 8.19% | 7.44% | $1,719.4万 | 4.6万股 | $1,411.5万 | 4.4万股 | +2,465股+5.60% | 加仓 |
 苹果AAPL |
| 8.12% | 7.83% | $1,704.8万 | 5.9万股 | $1,485.5万 | 5.9万股 | +385股+0.66% | 加仓 |
 美国运通AXP |
| 6.2% | 6.07% | $1,300.3万 | 3.8万股 | $1,150.7万 | 3.8万股 | +400股+1.05% | 加仓 |
 摩根大通JPM |
| 6.14% | 6.08% | $1,287.4万 | 3.9万股 | $1,153.4万 | 3.9万股 | +118股+0.30% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 6.1% | 6.37% | $1,280.8万 | 2.6万股 | $1,209.1万 | 2.5万股 | +365股+1.45% | 加仓 |
 英伟达NVDA |
| 5.88% | 5.74% | $1,232.9万 | 6.2万股 | $1,088.1万 | 6.2万股 | -767股-1.23% | 减仓 |
 亚马逊AMZN |
| 5.73% | 5.46% | $1,203.2万 | 5.0万股 | $1,035.7万 | 5.0万股 | +754股+1.52% | 加仓 |
 沃尔玛WMT |
| 5.39% | 6.58% | $1,130.1万 | 10.0万股 | $1,247.9万 | 10.0万股 | -433股-0.43% | 减仓 |
 好市多COST |
| 5.31% | 6.15% | $1,114.2万 | 1.2万股 | $1,166.2万 | 1.2万股 | +207股+1.77% | 加仓 |
 微软MSFT |
| 4.59% | 4.88% | $963.5万 | 2.6万股 | $926.6万 | 2.5万股 | +795股+3.18% | 加仓 |
| IiShares安硕信托ITOT |
| 4.29% | 4.11% | $899.9万 | 5.5万股 | $780.2万 | 5.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.33% | 2.09% | $488.6万 | 1.4万股 | $395.6万 | 1.4万股 | -85股-0.62% | 减仓 |
| IiShares安硕信托IBHI |
| 1.62% | 1.78% | $339.0万 | 14.5万股 | $337.5万 | 14.5万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.51% | 1.17% | $316.8万 | 4,231股 | $222.8万 | 3,416股 | +815股+23.86% | 加仓 |
 特斯拉TSLA |
| 1.36% | 1.52% | $285.3万 | 6,783股 | $288.8万 | 7,768股 | -985股-12.68% | 减仓 |
| I景顺QQQ信托VOO |
| 1.25% | 1.08% | $262.4万 | 3,563股 | $205.7万 | 3,563股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 1.08% | 1.4% | $226.6万 | 6,152股 | $264.7万 | 6,152股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1.01% | 1% | $211.0万 | 2.2万股 | $188.8万 | 2.0万股 | +2,160股+11.03% | 加仓 |
 SILICON LABORATORIESSLAB |
| 0.89% | 0.73% | $187.1万 | 8,543股 | $137.9万 | 6,700股 | +1,843股+27.51% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.88% | 0.97% | $184.3万 | 2.2万股 | $183.9万 | 2.4万股 | -2,285股-9.58% | 减仓 |
| IiShares黄金信托IAU |
| 0.86% | 1.22% | $181.4万 | 2.4万股 | $231.4万 | 2.6万股 | -2,232股-8.50% | 减仓 |
| V先锋领航指数基金VOO |
| 0.76% | 0.73% | $158.9万 | 2,313股 | $138.2万 | 2,313股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.68% | 0.8% | $141.7万 | 2,516股 | $151.6万 | 2,650股 | -134股-5.06% | 减仓 |
 帕兰提尔PLTR |
| 0.53% | 0.63% | $111.5万 | 9,556股 | $119.2万 | 8,148股 | +1,408股+17.28% | 加仓 |
| IISHARES TRIBIL |
| 0.45% | 0.3% | $94.7万 | 3.7万股 | $56.8万 | 2.2万股 | +1.5万股+65.73% | 加仓 |
 达美航空DAL |
| 0.4% | 0.31% | $83.5万 | 8,910股 | $59.2万 | 8,909股 | +1股+0.01% | 加仓 |
 星巴克SBUX |
| 0.36% | 0.35% | $75.9万 | 7,432股 | $66.6万 | 7,432股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.36% | 0.45% | $75.1万 | 2,389股 | $85.4万 | 2,389股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBIG |
| 0.35% | 0.39% | $74.4万 | 2.8万股 | $74.3万 | 2.8万股 | +29股+0.10% | 加仓 |
| IiShares安硕信托IWV |
| 0.34% | 0.32% | $70.5万 | 1,653股 | $61.3万 | 1,653股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBIK |
| 0.31% | 0.3% | $66.1万 | 2.6万股 | $56.7万 | 2.2万股 | +3,490股+15.84% | 加仓 |
| IISHARES TRIBII |
| 0.31% | 0.34% | $65.5万 | 2.5万股 | $64.5万 | 2.5万股 | +312股+1.25% | 加仓 |
| IiShares安硕信托IBIE |
| 0.3% | 0.33% | $63.1万 | 2.4万股 | $62.9万 | 2.4万股 | +25股+0.10% | 加仓 |
 可口可乐KO |
| 0.3% | 0.31% | $62.9万 | 7,693股 | $58.9万 | 7,693股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.29% | 0.28% | $61.5万 | 3,984股 | $52.6万 | 3,984股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBID |
| 0.29% | 0.31% | $60.0万 | 2.3万股 | $59.6万 | 2.3万股 | +31股+0.14% | 加仓 |
| IISHARES TRIBIH |
| 0.29% | 0.31% | $59.9万 | 2.3万股 | $59.6万 | 2.3万股 | +36股+0.16% | 加仓 |
| IISHARES TRIBIJ |
| 0.28% | 0.3% | $57.8万 | 2.2万股 | $56.7万 | 2.2万股 | +315股+1.44% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.26% | 0.26% | $55.0万 | 6,563股 | $49.3万 | 6,563股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.26% | 0.25% | $53.8万 | 1,028股 | $47.7万 | 1,028股 | 00.00% | 持仓不变 |
 BARCLAYSBCS |
| 0.25% | 0.21% | $51.7万 | 1.9万股 | $40.8万 | 1.9万股 | 00.00% | 持仓不变 |
| IISHARES TRIBIF |
| 0.23% | 0.25% | $48.3万 | 1.8万股 | $48.2万 | 1.8万股 | +34股+0.19% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.2% | 0.19% | $41.2万 | 1,695股 | $36.8万 | 1,695股 | 00.00% | 持仓不变 |
| IiShares安硕信托DSI |
| 0.19% | 0.18% | $40.9万 | 2,871股 | $34.8万 | 2,871股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDT |
| 0.19% | 0.22% | $40.8万 | 1.6万股 | $40.9万 | 1.6万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.19% | 0.15% | $40.5万 | 2,126股 | $28.3万 | 2,126股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.19% | 0.21% | $39.7万 | 1.7万股 | $39.9万 | 1.7万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.17% | 0.04% | $34.7万 | 598股 | $8.4万 | 414股 | +184股+44.44% | 加仓 |
| N新纪元能源NEE |
| 0.16% | 0.24% | $34.2万 | 3,894股 | $46.5万 | 5,003股 | -1,109股-22.17% | 减仓 |
