| B贝莱德·ETF TRUST IIBINC |
| 20.31% | 18.19% | $7,055.9万 | 133.7万股 | $5,712.6万 | 107.3万股 | +26.4万股+24.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 16.78% | 22.24% | $5,827.8万 | 11.6万股 | $6,984.8万 | 13.9万股 | -2.3万股-16.55% | 减仓 |
| SSPDR标普500 ETFSPY |
| 12.53% | 11.99% | $4,351.4万 | 6.4万股 | $3,764.4万 | 5.7万股 | +7,304股+12.93% | 加仓 |
| G通用动力VTI |
| 12.24% | 8.42% | $4,250.5万 | 12.7万股 | $2,645.0万 | 8.1万股 | +4.6万股+57.30% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 8.73% | 8.01% | $3,031.0万 | 41.2万股 | $2,515.3万 | 35.2万股 | +6.0万股+16.92% | 加仓 |
| SSPDR道富系列信托SDY |
| 8.7% | 8.87% | $3,023.2万 | 21.7万股 | $2,786.5万 | 19.9万股 | +1.8万股+9.19% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 7.46% | 6.26% | $2,591.9万 | 18.4万股 | $1,965.3万 | 14.3万股 | +4.1万股+28.83% | 加仓 |
| V先锋领航指数基金VOO |
| 5.73% | 6.53% | $1,989.5万 | 3.2万股 | $2,049.6万 | 3.3万股 | -1,746股-5.22% | 减仓 |
| V先锋领航指数基金VTV |
| 3.06% | 3.34% | $1,064.5万 | 5.6万股 | $1,049.7万 | 5.6万股 | -547股-0.97% | 减仓 |
 苹果AAPL |
| 0.85% | 0.38% | $296.8万 | 1.7万股 | $119.7万 | 4,700股 | +1.3万股+271.36% | 加仓 |
 CITYCHCO |
| 0.42% | 0.48% | $146.4万 | 1.2万股 | $152.1万 | 1.2万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.34% | 0.45% | $117.2万 | 2,957股 | $141.1万 | 3,969股 | -1,012股-25.50% | 减仓 |
 英伟达NVDA |
| 0.29% | 0.35% | $102.2万 | 5,482股 | $109.0万 | 5,839股 | -357股-6.11% | 减仓 |
 美国电力AEP |
| 0.25% | 0.27% | $88.4万 | 7,664股 | $85.8万 | 7,630股 | +34股+0.45% | 加仓 |
 雪佛龙CVX |
| 0.17% | 0.19% | $58.2万 | 3,816股 | $58.9万 | 3,796股 | +20股+0.53% | 加仓 |
 摩根大通JPM |
| 0.16% | 0.18% | $57.3万 | 1,777股 | $56.0万 | 1,777股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.16% | 0.18% | $56.0万 | 2,426股 | $57.0万 | 2,598股 | -172股-6.62% | 减仓 |
 微软MSFT |
| 0.14% | 0.15% | $47.7万 | 987股 | $48.5万 | 936股 | +51股+5.45% | 加仓 |
 礼来LLY |
| 0.11% | 0.09% | $39.3万 | 366股 | $27.6万 | 362股 | +4股+1.10% | 加仓 |
| IIBMIBM |
| 0.1% | 0.1% | $34.2万 | 1,155股 | $32.6万 | 1,154股 | +1股+0.09% | 加仓 |
 Meta平台META |
| 0.09% | 0.13% | $31.6万 | 478股 | $41.2万 | 561股 | -83股-14.80% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 0.09% | 0.1% | $30.9万 | 2,442股 | $29.9万 | 2,442股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.09% | 0.09% | $30.1万 | 1,454股 | $27.0万 | 1,454股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.08% | 0.1% | $28.7万 | 869股 | $30.0万 | 869股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.08% | 0.09% | $28.5万 | 3,848股 | $28.6万 | 3,846股 | +2股+0.05% | 加仓 |
 默沙东MRK |
| 0.08% | 0.07% | $28.3万 | 2,691股 | $22.6万 | 2,689股 | +2股+0.07% | 加仓 |
| CCATALYST PHARMACEUTICALS |
| 0.08% | 0.09% | $28.0万 | 1.2万股 | $27.6万 | 1.4万股 | -2,000股-14.29% | 减仓 |
 高盛GS |
| 0.08% | 0.08% | $27.8万 | 316股 | $25.2万 | 316股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.08% | 0.07% | $26.1万 | 3,394股 | $23.2万 | 3,392股 | +2股+0.06% | 加仓 |
 博通AVGO |
| 0.07% | 0.07% | $25.2万 | 729股 | $22.2万 | 673股 | +56股+8.32% | 加仓 |
 埃克森美孚XOM |
| 0.07% | 0.07% | $25.0万 | 2,079股 | $23.4万 | 2,079股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.07% | 0.08% | $25.0万 | 2,500股 | $25.1万 | 2,500股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.07% | 0.07% | $24.4万 | 745股 | $21.0万 | 744股 | +1股+0.13% | 加仓 |
 帕兰提尔PLTR |
| 0.07% | 0.09% | $24.2万 | 1,360股 | $26.7万 | 1,465股 | -105股-7.17% | 减仓 |
| V先锋领航指数基金VUG |
| 0.06% | 0.07% | $22.4万 | 460股 | $22.3万 | 466股 | -6股-1.29% | 减仓 |
 美光科技MU |
| 0.06% | — | $22.1万 | 774股 | $0 | 0股 | +774股 | 新买入 |
 万事达MA |
| 0.06% | 0.07% | $20.7万 | 362股 | $20.6万 | 362股 | 00.00% | 持仓不变 |
 道明尼能源D |
| 0.06% | 0.07% | $20.4万 | 3,488股 | $21.3万 | 3,485股 | +3股+0.09% | 加仓 |
| IiShares安硕信托IWV |
| 0.06% | — | $20.3万 | 525股 | $0 | 0股 | +525股 | 新买入 |
| OOCUGENOCGN |
| 0.04% | 0.07% | $13.5万 | 10.0万股 | $22.8万 | 14.0万股 | -4.0万股-28.57% | 减仓 |
