| IiShares安硕信托IVV |
| 19.15% | 19.03% | $6,827.1万 | 9.1万股 | $6,038.6万 | 9.2万股 | -1,282股-1.39% | 减仓 |
| V先锋领航指数基金VOO |
| 17.74% | 20.15% | $6,323.0万 | 9.2万股 | $6,393.1万 | 10.7万股 | -1.5万股-13.95% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 9.94% | 9.84% | $3,544.4万 | 133.6万股 | $3,121.7万 | 119.1万股 | +14.5万股+12.17% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.9% | 5.28% | $2,458.2万 | 34.5万股 | $1,674.4万 | 26.1万股 | +8.4万股+32.04% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.02% | 3.83% | $2,145.9万 | 30.7万股 | $1,216.2万 | 19.5万股 | +11.2万股+57.63% | 加仓 |
| PPimco Active Bond ETFBOND |
| 5.76% | 5.59% | $2,054.3万 | 22.3万股 | $1,774.9万 | 19.2万股 | +3.0万股+15.83% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.06% | 5.03% | $1,804.8万 | 30.2万股 | $1,596.6万 | 29.5万股 | +6,966股+2.36% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.95% | 4.05% | $1,409.7万 | 27.9万股 | $1,283.5万 | 25.4万股 | +2.5万股+9.91% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 3.13% | 3.3% | $1,117.2万 | 21.2万股 | $1,045.9万 | 20.0万股 | +1.2万股+5.99% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.87% | 2.53% | $1,022.4万 | 39.1万股 | $802.1万 | 33.9万股 | +5.2万股+15.23% | 加仓 |
| IiShares安硕·COREIJH |
| 2.61% | 2.46% | $930.6万 | 12.1万股 | $780.7万 | 11.6万股 | +5,074股+4.39% | 加仓 |
| TTARGET HOSPITALITYTH |
| 0.84% | 0.43% | $298.4万 | 14.7万股 | $136.0万 | 14.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDR |
| 0.68% | 0.68% | $243.2万 | 10.0万股 | $215.0万 | 8.9万股 | +1.2万股+13.13% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.68% | 0.68% | $243.1万 | 10.6万股 | $215.2万 | 9.4万股 | +1.2万股+13.13% | 加仓 |
 泛林集团LRCX |
| 0.59% | 0.36% | $211.0万 | 4,869股 | $113.8万 | 5,324股 | -455股-8.55% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.58% | 0.53% | $207.9万 | 5,078股 | $169.1万 | 4,742股 | +336股+7.09% | 加仓 |
 谷歌AGOOGL |
| 0.5% | 0.48% | $178.9万 | 5,005股 | $153.4万 | 5,333股 | -328股-6.15% | 减仓 |
| Q高通QCOM |
| 0.36% | 0.2% | $128.2万 | 6,940股 | $64.7万 | 5,026股 | +1,914股+38.08% | 加仓 |
| MMUELLER INDSMLI |
| 0.33% | 0.34% | $116.6万 | 9,485股 | $107.4万 | 9,696股 | -211股-2.18% | 减仓 |
 苹果AAPL |
| 0.33% | 0.32% | $116.2万 | 4,017股 | $103.1万 | 4,063股 | -46股-1.13% | 减仓 |
 ILLINOIS TOOLITW |
| 0.32% | 0.34% | $113.8万 | 4,209股 | $107.4万 | 4,125股 | +84股+2.04% | 加仓 |
 联邦快递FDX |
| 0.3% | — | $105.3万 | 3,362股 | $0 | 0股 | +3,362股 | 新买入 |
 奎斯特诊断DGX |
| 0.27% | 0.29% | $97.9万 | 4,618股 | $92.5万 | 4,719股 | -101股-2.14% | 减仓 |
 卡特彼勒CAT |
| 0.27% | 0.24% | $96.4万 | 905股 | $75.1万 | 1,060股 | -155股-14.62% | 减仓 |
 EMCOREME |
| 0.27% | — | $96.3万 | 1,160股 | $0 | 0股 | +1,160股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.26% | 1.73% | $93.6万 | 6,310股 | $549.7万 | 4.4万股 | -3.8万股-85.73% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.28% | $93.3万 | 1,865股 | $89.8万 | 1,873股 | -8股-0.43% | 减仓 |
| PPROLOGIS COMPLD |
| 0.26% | — | $92.3万 | 6,816股 | $0 | 0股 | +6,816股 | 新买入 |
| KKKR & COMKKR |
| 0.26% | — | $91.1万 | 9,931股 | $0 | 0股 | +9,931股 | 新买入 |
 万事达MA |
| 0.25% | 0.23% | $90.8万 | 1,768股 | $73.7万 | 1,476股 | +292股+19.78% | 加仓 |
 威瑞信VRSN |
| 0.25% | 0.28% | $87.8万 | 3,490股 | $88.1万 | 3,549股 | -59股-1.66% | 减仓 |
 雪佛龙CVX |
| 0.24% | 0.34% | $85.5万 | 5,160股 | $106.8万 | 5,160股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 0.24% | 0.27% | $84.4万 | 432股 | $85.2万 | 445股 | -13股-2.92% | 减仓 |
 英伟达NVDA |
| 0.23% | 0.24% | $83.1万 | 4,156股 | $74.6万 | 4,277股 | -121股-2.83% | 减仓 |
 家得宝HD |
| 0.23% | 0.24% | $81.2万 | 2,302股 | $75.2万 | 2,287股 | +15股+0.66% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.21% | 0.31% | $76.5万 | 2,936股 | $97.3万 | 3,936股 | -1,000股-25.41% | 减仓 |
 穆迪MCO |
| 0.21% | 0.23% | $74.9万 | 1,654股 | $73.4万 | 1,682股 | -28股-1.66% | 减仓 |
| NNVRNVR |
| 0.2% | 0.19% | $72.2万 | 106股 | $60.0万 | 91股 | +15股+16.48% | 加仓 |
 博通AVGO |
| 0.2% | 0.22% | $72.1万 | 1,908股 | $70.5万 | 2,277股 | -369股-16.21% | 减仓 |
 VanEck ETF信托GDXJ |
| 0.2% | 0.28% | $70.4万 | 7,169股 | $88.5万 | 7,375股 | -206股-2.79% | 减仓 |
 汽车地带AZO |
| 0.19% | 0.22% | $68.1万 | 213股 | $71.3万 | 211股 | +2股+0.95% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.18% | 0.27% | $65.8万 | 5,343股 | $85.0万 | 5,402股 | -59股-1.09% | 减仓 |
| S嘉信·USSCHX |
| 0.18% | 0.17% | $65.5万 | 2.2万股 | $52.9万 | 2.1万股 | +1,599股+7.74% | 加仓 |
 派克汉尼汾PH |
| 0.18% | 0.19% | $65.0万 | 665股 | $60.4万 | 675股 | -10股-1.48% | 减仓 |
 明晟MSCI |
| 0.18% | 0.19% | $64.9万 | 1,158股 | $61.1万 | 1,133股 | +25股+2.21% | 加仓 |
 NETFLIXNFLX |
| 0.18% | 0.28% | $64.5万 | 9,036股 | $88.2万 | 9,176股 | -140股-1.53% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.17% | 0.2% | $60.7万 | 1,153股 | $62.7万 | 1,115股 | +38股+3.41% | 加仓 |
| VVanEck ETF信托GDX |
| 0.17% | 0.24% | $60.6万 | 8,030股 | $75.2万 | 8,192股 | -162股-1.98% | 减仓 |
 Roper科技ROP |
| 0.17% | 0.17% | $60.0万 | 1,772股 | $53.9万 | 1,523股 | +249股+16.35% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.16% | 0.17% | $57.3万 | 3,189股 | $54.9万 | 2,894股 | +295股+10.19% | 加仓 |
