| IiShares安硕信托IVV |
| 10.19% | 10.08% | $1.06亿 | 14.1万股 | $9,428.2万 | 14.4万股 | -3,049股-2.11% | 减仓 |
| IiShares安硕信托IEFA |
| 7.03% | 6.94% | $7,296.4万 | 75.3万股 | $6,488.1万 | 71.7万股 | +3.6万股+5.06% | 加仓 |
| IiShares安硕IEMG |
| 6.49% | 6.45% | $6,733.1万 | 81.1万股 | $6,031.7万 | 86.5万股 | -5.3万股-6.16% | 减仓 |
| IiShares安硕·COREIJH |
| 6.14% | 6.09% | $6,377.1万 | 82.5万股 | $5,701.0万 | 84.4万股 | -1.9万股-2.31% | 减仓 |
| IiShares安硕·COREIJR |
| 3.36% | 3.3% | $3,488.4万 | 23.5万股 | $3,086.2万 | 24.8万股 | -1.4万股-5.46% | 减仓 |
 苹果AAPL |
| 3.06% | 3.07% | $3,172.4万 | 11.0万股 | $2,874.4万 | 11.3万股 | -3,624股-3.20% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 2.67% | 2.15% | $2,772.1万 | 64.0万股 | $2,013.3万 | 51.1万股 | +12.9万股+25.34% | 加仓 |
 微软MSFT |
| 1.78% | 1.83% | $1,847.0万 | 5.0万股 | $1,707.2万 | 4.6万股 | +3,398股+7.37% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.66% | 1.69% | $1,725.2万 | 3.4万股 | $1,578.2万 | 3.3万股 | +1,544股+4.69% | 加仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 1.61% | 1.42% | $1,670.3万 | 48.3万股 | $1,324.3万 | 36.6万股 | +11.7万股+31.82% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.46% | 1.46% | $1,517.9万 | 13.8万股 | $1,367.5万 | 14.1万股 | -3,058股-2.17% | 减仓 |
 卡特彼勒CAT |
| 1.41% | 1.05% | $1,467.8万 | 1.4万股 | $986.7万 | 1.4万股 | -145股-1.04% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.35% | 1.46% | $1,404.2万 | 14.5万股 | $1,369.3万 | 15.4万股 | -8,886股-5.76% | 减仓 |
 礼来LLY |
| 1.3% | 1.03% | $1,345.2万 | 1.1万股 | $964.7万 | 1.0万股 | +727股+6.93% | 加仓 |
| IiShares安硕信托ITOT |
| 1.3% | 1.17% | $1,344.8万 | 8.2万股 | $1,094.6万 | 7.7万股 | +5,012股+6.52% | 加仓 |
 COHEN AND STEERS INFRASTUTF |
| 1.29% | 1.32% | $1,342.8万 | 47.1万股 | $1,233.6万 | 46.9万股 | +1,427股+0.30% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.2% | 1.4% | $1,243.0万 | 24.7万股 | $1,306.7万 | 26.2万股 | -1.4万股-5.52% | 减仓 |
 英伟达NVDA |
| 1.1% | 1.03% | $1,143.0万 | 5.7万股 | $961.9万 | 5.5万股 | +1,968股+3.57% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.1% | 1.17% | $1,139.4万 | 11.0万股 | $1,094.5万 | 11.3万股 | -2,996股-2.66% | 减仓 |
| EEA SERIES TRUSTENDW |
| 1.09% | 1.16% | $1,135.7万 | 34.0万股 | $1,081.1万 | 34.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.07% | 0.95% | $1,109.0万 | 3.1万股 | $891.5万 | 3.1万股 | +28股+0.09% | 加仓 |
| V先锋领航·MIDVO |
| 0.99% | 0.89% | $1,032.4万 | 12.9万股 | $836.5万 | 2.9万股 | +10.0万股+341.65% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.99% | 0.91% | $1,031.2万 | 3.4万股 | $850.8万 | 3.4万股 | +18股+0.05% | 加仓 |
 摩根大通JPM |
| 0.93% | 0.88% | $969.7万 | 3.0万股 | $827.0万 | 2.8万股 | +1,511股+5.37% | 加仓 |
 迪尔DE |
| 0.88% | 0.86% | $908.2万 | 1.4万股 | $805.4万 | 1.4万股 | +20股+0.14% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.87% | 0.92% | $902.7万 | 6.2万股 | $862.2万 | 6.7万股 | -5,641股-8.38% | 减仓 |
 埃克森美孚XOM |
| 0.84% | 1.1% | $870.2万 | 6.4万股 | $1,030.9万 | 6.1万股 | +2,886股+4.75% | 加仓 |
| IIBMIBM |
| 0.83% | 0.77% | $856.5万 | 3.0万股 | $722.1万 | 3.0万股 | +669股+2.25% | 加仓 |
| WWORKIVAWK |
| 0.74% | 1.01% | $766.5万 | 15.8万股 | $942.2万 | 15.8万股 | 00.00% | 持仓不变 |
 AEGON AMER REG 1 CERTAEG |
| 0.73% | 0.7% | $759.6万 | 90.0万股 | $653.4万 | 90.0万股 | 00.00% | 持仓不变 |
| FFUNDSTRAT GRANNYGRNY |
| 0.73% | 0.71% | $752.5万 | 27.2万股 | $660.8万 | 27.7万股 | -4,970股-1.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.51% | $750.4万 | 2.1万股 | $479.3万 | 1.7万股 | +4,529股+27.11% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.62% | 0.64% | $640.9万 | 9,113股 | $600.7万 | 9,739股 | -626股-6.43% | 减仓 |
| EEA SERIES TRUSTGEW |
| 0.6% | 0.65% | $624.4万 | 11.4万股 | $611.2万 | 12.1万股 | -7,053股-5.82% | 减仓 |
 艾伯维ABBV |
| 0.59% | 0.58% | $608.8万 | 2.4万股 | $540.1万 | 2.5万股 | -641股-2.58% | 减仓 |
| A美国世纪ETF信托AVLC |
| 0.57% | 0.46% | $592.4万 | 6.6万股 | $433.5万 | 5.6万股 | +9,631股+17.23% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.57% | 0.25% | $591.9万 | 6.0万股 | $233.3万 | 2.9万股 | +3.1万股+106.78% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.5% | $589.3万 | 2.5万股 | $468.3万 | 2.2万股 | +2,236股+9.94% | 加仓 |
 强生JNJ |
| 0.52% | 0.52% | $544.3万 | 2.1万股 | $490.0万 | 2.0万股 | +1,404股+7.00% | 加仓 |
| F第一信托·USTCIBR |
| 0.52% | 0.4% | $542.0万 | 6.0万股 | $373.5万 | 6.0万股 | +634股+1.06% | 加仓 |
 CrowdStrikeCRWD |
| 0.52% | 0.29% | $535.1万 | 7,012股 | $275.9万 | 7,067股 | -55股-0.78% | 减仓 |
| TTidal·TRUST IRISR |
| 0.51% | 0.57% | $530.7万 | 14.6万股 | $531.4万 | 14.7万股 | -238股-0.16% | 减仓 |
| A美国世纪ETF信托EFV |
| 0.51% | 0.47% | $525.9万 | 6.8万股 | $438.7万 | 5.9万股 | +9,176股+15.65% | 加仓 |
| IiShares白银信托SLV |
| 0.5% | 0.77% | $519.7万 | 9.7万股 | $722.4万 | 10.6万股 | -8,815股-8.32% | 减仓 |
 家得宝HD |
| 0.47% | 0.51% | $488.1万 | 1.4万股 | $481.1万 | 1.5万股 | -788股-5.39% | 减仓 |
 Meta平台META |
| 0.46% | 0.55% | $473.3万 | 8,403股 | $517.0万 | 9,036股 | -633股-7.01% | 减仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 0.44% | 0.39% | $461.0万 | 23.5万股 | $364.6万 | 21.7万股 | +1.8万股+8.11% | 加仓 |
| V先锋领航指数基金VUG |
| 0.43% | 0.41% | $441.5万 | 5.1万股 | $381.5万 | 8,735股 | +4.3万股+486.81% | 加仓 |
 雪佛龙CVX |
| 0.42% | 0.54% | $434.8万 | 2.6万股 | $506.1万 | 2.4万股 | +1,773股+7.25% | 加仓 |
 沃尔玛WMT |
| 0.42% | 0.43% | $434.0万 | 3.8万股 | $404.2万 | 3.3万股 | +5,788股+17.79% | 加仓 |
