| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 17.33% | 16.18% | $4,753.7万 | 164.1万股 | $4,060.1万 | 161.8万股 | +2.4万股+1.48% | 加仓 |
| IiShares安硕信托IVV |
| 14.54% | 13.62% | $3,987.9万 | 5.3万股 | $3,417.6万 | 5.2万股 | +930股+1.78% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 12.37% | 11.52% | $3,392.0万 | 15.5万股 | $2,890.2万 | 15.1万股 | +3,901股+2.59% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 11.13% | 10.43% | $3,054.0万 | 56.5万股 | $2,615.8万 | 55.0万股 | +1.5万股+2.71% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 10.07% | 9.32% | $2,761.7万 | 22.2万股 | $2,337.5万 | 5.5万股 | +16.8万股+305.72% | 加仓 |
 博通AVGO |
| 9.51% | 9.11% | $2,607.6万 | 6.9万股 | $2,285.3万 | 7.4万股 | -4,805股-6.51% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 3.78% | 3.68% | $1,038.0万 | 37.8万股 | $923.6万 | 34.0万股 | +3.8万股+11.08% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 3.54% | 1.59% | $970.6万 | 9.1万股 | $399.2万 | 4.3万股 | +4.9万股+114.38% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 3.04% | 2.63% | $834.6万 | 31.6万股 | $659.1万 | 25.1万股 | +6.6万股+26.12% | 加仓 |
| G通用动力VTI |
| 2.56% | — | $702.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| J摩根大通交易所交易基金JMUB |
| 2.41% | 2.59% | $661.7万 | 13.1万股 | $650.6万 | 13.0万股 | +484股+0.37% | 加仓 |
 苹果AAPL |
| 1.61% | 1.75% | $442.7万 | 1.5万股 | $438.7万 | 1.7万股 | -1,987股-11.49% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.51% | 1.3% | $414.6万 | 3.5万股 | $326.4万 | 3.3万股 | +1,505股+4.51% | 加仓 |
| S道富SPYM |
| 0.87% | 0.11% | $239.3万 | 2.7万股 | $26.7万 | 3,482股 | +2.4万股+682.05% | 加仓 |
| C资本集团固定收益ETF信托CGHM |
| 0.82% | — | $225.2万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.82% | 0.77% | $223.6万 | 1.4万股 | $193.2万 | 1.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.72% | $178.7万 | 3,571股 | $181.8万 | 3,794股 | -223股-5.88% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.57% | 3.91% | $155.7万 | 3.1万股 | $981.5万 | 19.3万股 | -16.2万股-84.14% | 减仓 |
| V先锋领航指数基金VUG |
| 0.53% | — | $145.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 微软MSFT |
| 0.35% | 0.38% | $97.3万 | 2,608股 | $94.5万 | 2,552股 | +56股+2.19% | 加仓 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $69.1万 | 1,933股 | $55.6万 | 1,933股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.21% | $65.4万 | 1,850股 | $52.0万 | 1,814股 | +36股+1.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.2% | $58.8万 | 787股 | $51.2万 | 787股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.2% | 0.22% | $55.4万 | 2,768股 | $54.5万 | 3,126股 | -358股-11.45% | 减仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.12% | $35.2万 | 513股 | $30.7万 | 513股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.11% | — | $30.2万 | 701股 | $0 | 0股 | +701股 | 新买入 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.11% | — | $29.4万 | 5,813股 | $0 | 0股 | +5,813股 | 新买入 |
 摩根大通JPM |
| 0.1% | 0.1% | $27.9万 | 854股 | $24.1万 | 820股 | +34股+4.15% | 加仓 |
 亚马逊AMZN |
| 0.1% | 0.12% | $27.6万 | 1,156股 | $29.0万 | 1,391股 | -235股-16.89% | 减仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.1% | — | $26.4万 | 2,968股 | $0 | 0股 | +2,968股 | 新买入 |
 特斯拉TSLA |
| 0.1% | 0.1% | $26.3万 | 625股 | $24.4万 | 656股 | -31股-4.73% | 减仓 |
 XCEL ENERGY COMXEL |
| 0.1% | 0.1% | $26.3万 | 3,270股 | $26.0万 | 3,270股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.08% | — | $23.2万 | 7,327股 | $0 | 0股 | +7,327股 | 新买入 |
 Meta平台META |
| 0.08% | 0.09% | $20.9万 | 371股 | $22.7万 | 397股 | -26股-6.55% | 减仓 |
| I景顺QQQ信托VOO |
| 0.08% | — | $20.7万 | 281股 | $0 | 0股 | +281股 | 新买入 |
