| IiShares安硕信托IVV |
| 18.06% | 19.14% | $7,537.4万 | 10.1万股 | $6,554.6万 | 10.0万股 | +302股+0.30% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 10.09% | 5.12% | $4,209.5万 | 13.9万股 | $1,752.1万 | 7.4万股 | +6.5万股+88.43% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.52% | 9.06% | $3,555.3万 | 49.9万股 | $3,100.5万 | 48.4万股 | +1.5万股+3.13% | 加仓 |
 亚马逊AMZN |
| 8.02% | 6.91% | $3,347.3万 | 14.0万股 | $2,367.3万 | 11.4万股 | +2.7万股+23.56% | 加仓 |
 微软MSFT |
| 6.19% | 7.24% | $2,581.4万 | 6.9万股 | $2,478.0万 | 6.7万股 | +2,262股+3.38% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 4.46% | 4.69% | $1,861.3万 | 11.9万股 | $1,604.5万 | 11.6万股 | +2,588股+2.23% | 加仓 |
| C资本集团股息价值CCBG |
| 2.83% | 2.96% | $1,179.1万 | 23.9万股 | $1,012.4万 | 23.8万股 | +1,275股+0.54% | 加仓 |
| IiShares安硕信托LQD |
| 2.65% | 3.13% | $1,104.2万 | 10.1万股 | $1,072.1万 | 9.8万股 | +2,868股+2.92% | 加仓 |
| V先锋领航·MIDVO |
| 2.58% | 2.92% | $1,075.1万 | 13.3万股 | $1,000.9万 | 3.5万股 | +9.9万股+282.84% | 加仓 |
| IiShares安硕信托DGRO |
| 2.39% | 2.75% | $997.8万 | 13.2万股 | $943.1万 | 13.4万股 | -2,728股-2.03% | 减仓 |
| I景顺QQQ信托VOO |
| 2.39% | 2.28% | $995.9万 | 1.4万股 | $779.3万 | 1.4万股 | +21股+0.16% | 加仓 |
| IiShares安硕信托IEFA |
| 2.03% | 2.37% | $845.5万 | 8.8万股 | $812.5万 | 9.0万股 | -2,195股-2.45% | 减仓 |
| IiShares安硕信托STIP |
| 1.83% | 3.38% | $763.7万 | 7.5万股 | $1,156.6万 | 11.2万股 | -3.7万股-33.16% | 减仓 |
| IiShares安硕·COREIJH |
| 1.54% | 1.7% | $643.3万 | 8.3万股 | $582.4万 | 8.6万股 | -2,811股-3.26% | 减仓 |
 英伟达NVDA |
| 1.5% | 1.56% | $625.3万 | 3.1万股 | $535.8万 | 3.1万股 | +526股+1.71% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.43% | 1.73% | $595.3万 | 6.3万股 | $592.6万 | 6.2万股 | +858股+1.38% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.37% | 1.45% | $571.9万 | 1.4万股 | $498.0万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 1.34% | 0.22% | $558.8万 | 11.0万股 | $74.7万 | 1.5万股 | +9.6万股+638.28% | 加仓 |
 苹果AAPL |
| 1.3% | 1.37% | $541.0万 | 1.9万股 | $468.0万 | 1.8万股 | +256股+1.39% | 加仓 |
| IiShares安硕信托EFG |
| 1.24% | 1.31% | $516.1万 | 4.1万股 | $449.0万 | 4.0万股 | +1,161股+2.88% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 1.13% | 1.33% | $470.6万 | 12.0万股 | $455.4万 | 11.8万股 | +2,658股+2.26% | 加仓 |
| V先锋领航·TOTALBND |
| 1.01% | 1.23% | $421.1万 | 5.7万股 | $420.0万 | 5.7万股 | +338股+0.59% | 加仓 |
| IiShares安硕信托IGIB |
| 0.97% | 1.17% | $403.0万 | 7.6万股 | $401.6万 | 7.5万股 | +319股+0.42% | 加仓 |
 谷歌AGOOGL |
| 0.92% | 0.88% | $383.0万 | 1.1万股 | $301.7万 | 1.0万股 | +225股+2.14% | 加仓 |
| V先锋领航指数基金VOO |
| 0.92% | 0.96% | $382.0万 | 5,562股 | $328.6万 | 5,499股 | +63股+1.15% | 加仓 |
 Meta平台META |
| 0.87% | 1.07% | $362.0万 | 6,427股 | $366.2万 | 6,400股 | +27股+0.42% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.65% | 0.65% | $269.3万 | 8,962股 | $221.9万 | 8,948股 | +14股+0.16% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.62% | 0.76% | $260.7万 | 3.3万股 | $261.5万 | 3.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.38% | $259.4万 | 7,343股 | $129.7万 | 4,523股 | +2,820股+62.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.59% | 0.63% | $246.8万 | 3,305股 | $214.3万 | 3,295股 | +10股+0.30% | 加仓 |
 博通AVGO |
| 0.49% | 0.48% | $203.1万 | 5,377股 | $164.0万 | 5,298股 | +79股+1.49% | 加仓 |
 美光科技MU |
| 0.45% | 0.16% | $189.2万 | 1,639股 | $54.2万 | 1,603股 | +36股+2.25% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.4% | 0.44% | $168.6万 | 2.2万股 | $150.0万 | 2.2万股 | +243股+1.11% | 加仓 |
 特斯拉TSLA |
| 0.39% | 0.41% | $160.8万 | 3,823股 | $140.7万 | 3,785股 | +38股+1.00% | 加仓 |
| IiShares安硕信托IVW |
| 0.36% | 0.31% | $150.6万 | 1.1万股 | $105.1万 | 9,291股 | +1,660股+17.87% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.34% | $130.7万 | 3,994股 | $115.9万 | 3,939股 | +55股+1.40% | 加仓 |
| IiShares安硕信托GVI |
| 0.31% | 0.37% | $130.4万 | 1.2万股 | $127.2万 | 1.2万股 | +133股+1.11% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.37% | $124.2万 | 2,483股 | $125.7万 | 2,623股 | -140股-5.34% | 减仓 |
 AMD超威AMD |
| 0.28% | 0.12% | $118.0万 | 2,031股 | $40.3万 | 1,982股 | +49股+2.47% | 加仓 |
 埃克森美孚XOM |
| 0.28% | 0.45% | $116.0万 | 8,486股 | $153.3万 | 9,036股 | -550股-6.09% | 减仓 |
 礼来LLY |
| 0.27% | 0.24% | $111.3万 | 928股 | $83.6万 | 909股 | +19股+2.09% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.24% | 0.24% | $100.2万 | 5,327股 | $82.6万 | 5,326股 | +1股+0.02% | 加仓 |
 应用材料AMAT |
| 0.21% | 0.12% | $86.7万 | 1,199股 | $40.7万 | 1,190股 | +9股+0.76% | 加仓 |
 泛林集团LRCX |
| 0.18% | 0.11% | $75.0万 | 1,730股 | $37.6万 | 1,759股 | -29股-1.65% | 减仓 |
 英特尔INTC |
| 0.17% | 0.06% | $69.6万 | 4,985股 | $20.6万 | 4,666股 | +319股+6.84% | 加仓 |
 强生JNJ |
| 0.17% | 0.2% | $69.5万 | 2,737股 | $68.1万 | 2,786股 | -49股-1.76% | 减仓 |
 VisaV |
| 0.16% | 0.17% | $67.5万 | 1,966股 | $56.8万 | 1,878股 | +88股+4.69% | 加仓 |
 艾伯维ABBV |
| 0.16% | 0.17% | $65.6万 | 2,608股 | $56.7万 | 2,607股 | +1股+0.04% | 加仓 |
 沃尔玛WMT |
| 0.15% | 0.2% | $63.0万 | 5,566股 | $70.1万 | 5,640股 | -74股-1.31% | 减仓 |
 西部数据WDC |
| 0.15% | 0.08% | $62.3万 | 976股 | $27.2万 | 1,007股 | -31股-3.08% | 减仓 |
