| IiShares安硕信托AGG |
| 16.87% | 16.14% | $3,237.0万 | 32.7万股 | $2,605.3万 | 26.1万股 | +6.6万股+25.38% | 加仓 |
| G通用动力VTI |
| 5.9% | 5.72% | $1,132.4万 | 3.1万股 | $922.6万 | 2.8万股 | +3,083股+11.20% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.82% | 4.55% | $925.9万 | 11.3万股 | $734.3万 | 8.9万股 | +2.4万股+27.17% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 4.33% | 3.74% | $831.5万 | 2.8万股 | $603.0万 | 2.4万股 | +3,179股+12.98% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.23% | 4.43% | $811.0万 | 16.1万股 | $715.0万 | 16.1万股 | -64股-0.04% | 减仓 |
| IiShares安硕·COREIJH |
| 4.04% | 3.91% | $775.9万 | 10.1万股 | $631.1万 | 9.6万股 | +4,998股+5.23% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.16% | 2.79% | $605.8万 | 12.0万股 | $450.5万 | 8.9万股 | +3.1万股+34.53% | 加仓 |
| V先锋领航指数基金VOO |
| 2.97% | 2.87% | $569.2万 | 7,730股 | $463.5万 | 7,545股 | +185股+2.45% | 加仓 |
| SSPDR道富系列信托SJNK |
| 2.57% | 2.53% | $492.3万 | 19.7万股 | $408.1万 | 16.1万股 | +3.6万股+22.04% | 加仓 |
 英伟达NVDA |
| 2.01% | 2.39% | $385.2万 | 1.9万股 | $385.4万 | 2.1万股 | -1,412股-6.83% | 减仓 |
| IiShares安硕信托IEI |
| 1.89% | 1.17% | $363.4万 | 3.1万股 | $189.0万 | 1.6万股 | +1.5万股+95.43% | 加仓 |
 谷歌AGOOGL |
| 1.83% | 2.02% | $352.0万 | 9,849股 | $326.0万 | 1.0万股 | -568股-5.45% | 减仓 |
 卡特彼勒CAT |
| 1.81% | 1.55% | $348.1万 | 3,269股 | $250.0万 | 4,364股 | -1,095股-25.09% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.8% | 1.8% | $345.0万 | 6.7万股 | $290.4万 | 6.2万股 | +4,581股+7.38% | 加仓 |
 亚马逊AMZN |
| 1.47% | 1.51% | $282.5万 | 1.2万股 | $244.0万 | 1.1万股 | +1,285股+12.16% | 加仓 |
 博通AVGO |
| 1.22% | 1.4% | $233.5万 | 6,180股 | $225.6万 | 6,519股 | -339股-5.20% | 减仓 |
 高盛GS |
| 1.17% | 1.28% | $224.5万 | 2,220股 | $207.1万 | 2,356股 | -136股-5.77% | 减仓 |
 宏利金融MFC |
| 1.13% | 1.17% | $216.8万 | 5.4万股 | $189.5万 | 5.2万股 | +1,295股+2.48% | 加仓 |
 阿斯麦ASML |
| 1.08% | 0.27% | $206.7万 | 1,039股 | $43.7万 | 408股 | +631股+154.66% | 加仓 |
 摩根大通JPM |
| 1.05% | 1.14% | $202.3万 | 6,179股 | $184.5万 | 5,724股 | +455股+7.95% | 加仓 |
 微软MSFT |
| 1.03% | 1.24% | $198.4万 | 5,318股 | $200.7万 | 4,151股 | +1,167股+28.11% | 加仓 |
 沃尔玛WMT |
| 1% | 1.23% | $192.6万 | 1.7万股 | $199.1万 | 1.8万股 | -861股-4.82% | 减仓 |
 3M COMMMM |
| 0.99% | 1.04% | $189.6万 | 1.2万股 | $168.4万 | 1.1万股 | +1,194股+11.35% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.98% | 1.17% | $188.5万 | 2.1万股 | $188.4万 | 2.1万股 | -40股-0.19% | 减仓 |
| IIBMIBM |
| 0.98% | 1.11% | $188.0万 | 6,686股 | $179.9万 | 6,072股 | +614股+10.11% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 0.99% | $187.7万 | 3,752股 | $159.7万 | 3,177股 | +575股+18.10% | 加仓 |
 TJXTJX |
| 0.96% | 1.14% | $184.2万 | 1.2万股 | $184.7万 | 1.2万股 | +136股+1.13% | 加仓 |
 CencoraCOR |
| 0.91% | 1.04% | $175.2万 | 6,189股 | $167.6万 | 4,961股 | +1,228股+24.75% | 加仓 |
 思科CSCO |
| 0.89% | 0.92% | $171.6万 | 1.5万股 | $148.4万 | 1.9万股 | -4,656股-24.16% | 减仓 |
 好市多COST |
| 0.89% | 0.93% | $171.0万 | 1,828股 | $150.5万 | 1,745股 | +83股+4.76% | 加仓 |
 可口可乐KO |
| 0.89% | 0.86% | $171.0万 | 2.1万股 | $139.5万 | 2.0万股 | +1,096股+5.49% | 加仓 |
 帕兰提尔PLTR |
| 0.87% | 1% | $167.5万 | 1.4万股 | $161.5万 | 9,084股 | +5,276股+58.08% | 加仓 |
 台积电TSM |
| 0.87% | 1.23% | $166.4万 | 3,484股 | $197.8万 | 6,508股 | -3,024股-46.47% | 减仓 |
 强生JNJ |
| 0.84% | 0.82% | $161.2万 | 6,348股 | $131.8万 | 6,371股 | -23股-0.36% | 减仓 |
 美敦力MDT |
| 0.83% | 1.03% | $159.8万 | 2.0万股 | $166.9万 | 1.7万股 | +3,052股+17.56% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.83% | 0.98% | $158.7万 | 3.1万股 | $158.5万 | 3.1万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.8% | 0.33% | $153.7万 | 1.7万股 | $53.3万 | 5,339股 | +1.1万股+211.99% | 加仓 |
 威瑞森VZ |
| 0.77% | 0.86% | $147.2万 | 3.5万股 | $138.8万 | 3.4万股 | +696股+2.04% | 加仓 |
 MCKESSON COMMCK |
| 0.76% | 0.27% | $146.8万 | 1,943股 | $43.3万 | 528股 | +1,415股+267.99% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.73% | 0.26% | $140.3万 | 1.1万股 | $41.5万 | 3,015股 | +7,575股+251.24% | 加仓 |
 苹果AAPL |
| 0.73% | 0.8% | $140.3万 | 4,847股 | $129.6万 | 4,766股 | +81股+1.70% | 加仓 |
 甲骨文ORCL |
| 0.68% | 0.5% | $130.0万 | 8,874股 | $80.9万 | 4,149股 | +4,725股+113.88% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.58% | 0.63% | $111.6万 | 1.4万股 | $101.7万 | 1.3万股 | +444股+3.38% | 加仓 |
 WASTE MGMT DELWM |
| 0.58% | 0.72% | $110.8万 | 4,973股 | $116.5万 | 5,303股 | -330股-6.22% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.57% | 0.21% | $110.0万 | 1.4万股 | $33.4万 | 5,108股 | +9,043股+177.04% | 加仓 |
 ExpediaEXPE |
| 0.56% | 1.01% | $108.0万 | 4,221股 | $162.8万 | 5,747股 | -1,526股-26.55% | 减仓 |
 PALO ALTOPANW |
| 0.55% | 0.31% | $105.4万 | 3,092股 | $50.2万 | 2,728股 | +364股+13.34% | 加仓 |
 美光科技MU |
| 0.51% | 0.35% | $98.5万 | 853股 | $56.4万 | 1,975股 | -1,122股-56.81% | 减仓 |
 英特尔INTC |
| 0.39% | 0.14% | $75.7万 | 5,423股 | $22.4万 | 6,065股 | -642股-10.59% | 减仓 |
| NNUSHARES ETF TRNUBD |
| 0.39% | 0.43% | $74.9万 | 3.4万股 | $69.3万 | 3.1万股 | +2,822股+9.10% | 加仓 |
