| IiShares安硕信托IVV |
| 14.47% | 15.51% | $1.46亿 | 19.5万股 | $1.31亿 | 20.1万股 | -6,340股-3.15% | 减仓 |
| IiShares安硕信托IEFA |
| 8.28% | 8.62% | $8,347.4万 | 86.4万股 | $7,300.3万 | 80.6万股 | +5.8万股+7.18% | 加仓 |
 道富·CORP COMSTT |
| 3.82% | 3.39% | $3,853.1万 | 22.7万股 | $2,874.0万 | 22.7万股 | +101股+0.04% | 加仓 |
 苹果AAPL |
| 3.72% | 3.68% | $3,752.2万 | 13.0万股 | $3,117.8万 | 12.3万股 | +6,820股+5.55% | 加仓 |
| IiShares安硕·COREIJH |
| 3.23% | 3.31% | $3,259.2万 | 42.3万股 | $2,801.8万 | 41.5万股 | +7,772股+1.87% | 加仓 |
 英伟达NVDA |
| 3.23% | 3.29% | $3,253.9万 | 16.3万股 | $2,787.1万 | 16.0万股 | +2,809股+1.76% | 加仓 |
| IiShares安硕·COREIJR |
| 3.04% | 3.17% | $3,067.4万 | 20.7万股 | $2,682.5万 | 21.6万股 | -8,967股-4.16% | 减仓 |
| IiShares安硕信托AGG |
| 2.92% | 3.21% | $2,947.0万 | 29.8万股 | $2,720.0万 | 27.4万股 | +2.4万股+8.66% | 加仓 |
| IiShares安硕IEMG |
| 2.55% | 2.17% | $2,571.8万 | 31.0万股 | $1,840.0万 | 26.4万股 | +4.7万股+17.69% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 2.51% | 2.83% | $2,531.4万 | 75.0万股 | $2,400.3万 | 71.1万股 | +3.9万股+5.48% | 加仓 |
 微软MSFT |
| 1.97% | 2.22% | $1,985.7万 | 5.3万股 | $1,883.9万 | 5.1万股 | +2,339股+4.60% | 加仓 |
 亚马逊AMZN |
| 1.7% | 1.61% | $1,713.8万 | 7.2万股 | $1,363.7万 | 6.5万股 | +6,425股+9.81% | 加仓 |
 谷歌AGOOGL |
| 1.61% | 1.41% | $1,621.7万 | 4.5万股 | $1,194.3万 | 4.2万股 | +3,847股+9.26% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 1.57% | 1.48% | $1,583.2万 | 17.3万股 | $1,253.6万 | 16.4万股 | +8,586股+5.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.51% | 1.57% | $1,521.2万 | 2.0万股 | $1,328.1万 | 2.0万股 | -51股-0.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.32% | 1.22% | $1,326.8万 | 3.8万股 | $1,033.6万 | 3.6万股 | +1,522股+4.22% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.28% | 1.09% | $1,288.3万 | 8.2万股 | $920.9万 | 6.7万股 | +1.6万股+23.32% | 加仓 |
 博通AVGO |
| 1.18% | 1.09% | $1,188.3万 | 3.1万股 | $922.7万 | 3.0万股 | +1,644股+5.51% | 加仓 |
| IiShares安硕信托GVI |
| 0.94% | 1.06% | $949.6万 | 8.8万股 | $898.3万 | 8.5万股 | +3,608股+4.26% | 加仓 |
 美光科技MU |
| 0.88% | 0.29% | $884.4万 | 7,662股 | $243.4万 | 7,206股 | +456股+6.33% | 加仓 |
 Meta平台META |
| 0.79% | 0.83% | $800.4万 | 1.4万股 | $702.6万 | 1.2万股 | +1,929股+15.71% | 加仓 |
 摩根大通JPM |
| 0.77% | 0.79% | $776.4万 | 2.4万股 | $666.9万 | 2.3万股 | +1,049股+4.63% | 加仓 |
 礼来LLY |
| 0.77% | 0.64% | $773.5万 | 6,449股 | $539.7万 | 5,868股 | +581股+9.90% | 加仓 |
| UUFP TECHNOLOGIESUFPT |
| 0.7% | 0.6% | $701.5万 | 2.6万股 | $512.2万 | 2.6万股 | -1股-0.00% | 减仓 |
 强生JNJ |
| 0.63% | 0.74% | $631.5万 | 2.5万股 | $626.3万 | 2.6万股 | -753股-2.94% | 减仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 0.61% | 0.61% | $610.7万 | 17.7万股 | $515.0万 | 14.2万股 | +3.4万股+24.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.67% | $595.6万 | 1.2万股 | $566.0万 | 1.2万股 | +92股+0.78% | 加仓 |
 AMD超威AMD |
| 0.59% | 0.22% | $591.9万 | 1.0万股 | $188.8万 | 9,279股 | +910股+9.81% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.56% | 0.62% | $561.7万 | 5.4万股 | $525.5万 | 5.4万股 | -25股-0.05% | 减仓 |
 特斯拉TSLA |
| 0.56% | 0.59% | $560.4万 | 1.3万股 | $503.3万 | 1.4万股 | -215股-1.59% | 减仓 |
 应用材料AMAT |
| 0.55% | 0.31% | $551.7万 | 7,631股 | $260.5万 | 7,623股 | +8股+0.10% | 加仓 |
 英特尔INTC |
| 0.54% | 0.19% | $546.4万 | 3.9万股 | $157.4万 | 3.6万股 | +3,471股+9.73% | 加仓 |
 卡特彼勒CAT |
| 0.53% | 0.42% | $537.8万 | 5,050股 | $357.0万 | 5,039股 | +11股+0.22% | 加仓 |
| G通用动力VTI |
| 0.51% | 0.46% | $515.6万 | 1.4万股 | $389.1万 | 1.2万股 | +1,804股+14.87% | 加仓 |
 埃克森美孚XOM |
| 0.5% | 0.79% | $500.5万 | 3.7万股 | $666.5万 | 3.9万股 | -2,675股-6.81% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.5% | 0.45% | $499.5万 | 11.8万股 | $385.1万 | 11.5万股 | +2,596股+2.25% | 加仓 |
 VisaV |
| 0.45% | 0.47% | $457.2万 | 1.3万股 | $394.5万 | 1.3万股 | +275股+2.11% | 加仓 |
 思科CSCO |
| 0.42% | 0.3% | $421.6万 | 3.6万股 | $251.5万 | 3.2万股 | +3,483股+10.75% | 加仓 |
 艾伯维ABBV |
| 0.38% | 0.42% | $387.3万 | 1.5万股 | $355.2万 | 1.6万股 | -939股-5.75% | 减仓 |
 沃尔玛WMT |
| 0.37% | 0.52% | $377.5万 | 3.3万股 | $441.8万 | 3.6万股 | -2,219股-6.24% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.37% | 0.35% | $371.0万 | 3.4万股 | $294.9万 | 3.0万股 | +3,298股+10.87% | 加仓 |
 泛林集团LRCX |
| 0.33% | 0.17% | $329.5万 | 7,605股 | $146.9万 | 6,876股 | +729股+10.60% | 加仓 |
 好市多COST |
| 0.33% | 0.43% | $328.6万 | 3,513股 | $361.7万 | 3,630股 | -117股-3.22% | 减仓 |
 宝洁PG |
| 0.32% | 0.34% | $322.1万 | 2.2万股 | $290.0万 | 2.0万股 | +1,887股+9.40% | 加仓 |
 金佰利KMB |
| 0.31% | 0.33% | $314.0万 | 2.9万股 | $275.8万 | 2.9万股 | +15股+0.05% | 加仓 |
 联合健康UNH |
| 0.31% | 0.21% | $312.8万 | 7,526股 | $181.8万 | 6,717股 | +809股+12.04% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.31% | 0.33% | $312.2万 | 4.1万股 | $276.4万 | 4.0万股 | +650股+1.61% | 加仓 |
 科磊KLAC |
| 0.3% | 0.17% | $306.2万 | 1.0万股 | $141.2万 | 959股 | +9,190股+958.29% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.3% | 0.39% | $300.9万 | 5.9万股 | $333.2万 | 6.7万股 | -7,310股-10.94% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.28% | 0.3% | $284.3万 | 1.6万股 | $252.9万 | 1.5万股 | +415股+2.71% | 加仓 |
