| IiShares安硕信托IVV |
| 45.11% | 44.67% | $1.04亿 | 13.9万股 | $8,881.4万 | 13.6万股 | +3,411股+2.51% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 14.75% | 15.29% | $3,414.1万 | 8.3万股 | $3,040.2万 | 8.5万股 | -1,894股-2.22% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 6.22% | 6.2% | $1,438.8万 | 13.9万股 | $1,233.1万 | 12.7万股 | +1.2万股+9.10% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 5.75% | 5.21% | $1,329.7万 | 4.4万股 | $1,036.8万 | 4.2万股 | +2,448股+5.86% | 加仓 |
| V先锋领航指数基金VNQ |
| 4.11% | 4.15% | $950.0万 | 9.9万股 | $826.1万 | 9.3万股 | +5,387股+5.78% | 加仓 |
| WWisdomTree信托DGRW |
| 3.67% | 3.82% | $848.8万 | 8.9万股 | $760.5万 | 8.7万股 | +2,190股+2.53% | 加仓 |
| IiShares安硕信托HDV |
| 3.3% | 3.65% | $763.8万 | 27.9万股 | $725.6万 | 5.3万股 | +22.5万股+421.20% | 加仓 |
| IiShares安硕信托IVW |
| 1.84% | 1.85% | $426.5万 | 3.1万股 | $367.9万 | 3.3万股 | -1,510股-4.64% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.83% | 1.89% | $422.5万 | 5.9万股 | $376.3万 | 5.9万股 | +575股+0.98% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.6% | 1.76% | $369.8万 | 1.6万股 | $350.3万 | 1.7万股 | -306股-1.84% | 减仓 |
 苹果AAPL |
| 1.45% | 1.48% | $334.5万 | 1.2万股 | $293.5万 | 1.2万股 | -4股-0.03% | 减仓 |
| V先锋领航指数基金VB |
| 0.86% | 0.86% | $198.1万 | 6,535股 | $171.1万 | 6,533股 | +2股+0.03% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.75% | 0.83% | $172.8万 | 1.7万股 | $164.8万 | 1.7万股 | -531股-3.05% | 减仓 |
 微软MSFT |
| 0.7% | 0.79% | $161.2万 | 4,323股 | $156.2万 | 4,220股 | +103股+2.44% | 加仓 |
 亚马逊AMZN |
| 0.39% | 0.39% | $89.9万 | 3,771股 | $78.5万 | 3,771股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.38% | 0.38% | $87.1万 | 4,352股 | $75.9万 | 4,351股 | +1股+0.02% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.37% | 0.37% | $85.6万 | 6,896股 | $73.5万 | 1,724股 | +5,172股+300.00% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.37% | 0.3% | $85.2万 | 4,472股 | $59.4万 | 4,472股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.34% | 0.38% | $79.7万 | 6,199股 | $74.7万 | 6,208股 | -9股-0.14% | 减仓 |
 甲骨文ORCL |
| 0.32% | 0.38% | $73.7万 | 5,029股 | $76.2万 | 5,179股 | -150股-2.90% | 减仓 |
 谷歌AGOOGL |
| 0.3% | 0.28% | $70.0万 | 1,958股 | $56.3万 | 1,958股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.3% | 0.34% | $68.9万 | 6,403股 | $68.0万 | 6,403股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.27% | 0.26% | $62.6万 | 6,477股 | $51.7万 | 5,712股 | +765股+13.39% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.29% | $59.4万 | 1,188股 | $56.9万 | 1,188股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.26% | 0.34% | $59.3万 | 2,194股 | $68.3万 | 2,197股 | -3股-0.14% | 减仓 |
 博通AVGO |
| 0.23% | 0.17% | $53.8万 | 1,423股 | $33.2万 | 1,072股 | +351股+32.74% | 加仓 |
 宝洁PG |
| 0.21% | 0.25% | $49.0万 | 3,343股 | $49.8万 | 3,449股 | -106股-3.07% | 减仓 |
| IiShares安硕信托AGG |
| 0.21% | 0.23% | $48.4万 | 4,886股 | $45.5万 | 4,586股 | +300股+6.54% | 加仓 |
| IiShares安硕信托IWD |
| 0.21% | 0.21% | $47.8万 | 1,970股 | $42.1万 | 1,970股 | 00.00% | 持仓不变 |
 希捷STX |
| 0.19% | — | $44.7万 | 463股 | $0 | 0股 | +463股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.18% | $41.9万 | 1,186股 | $36.4万 | 1,267股 | -81股-6.39% | 减仓 |
 Meta平台META |
| 0.18% | 0.21% | $40.9万 | 726股 | $41.5万 | 726股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.17% | — | $39.5万 | 2,829股 | $0 | 0股 | +2,829股 | 新买入 |
 摩根大通JPM |
| 0.16% | 0.1% | $36.0万 | 1,099股 | $20.8万 | 706股 | +393股+55.67% | 加仓 |
| IiShares安硕信托XVV |
| 0.15% | 0.16% | $35.7万 | 6,283股 | $30.9万 | 6,283股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.16% | $35.6万 | 477股 | $31.1万 | 478股 | -1股-0.21% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.15% | 0.16% | $34.3万 | 2,172股 | $32.2万 | 2,172股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 0.15% | 0.21% | $34.0万 | 873股 | $41.3万 | 873股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.15% | 0.15% | $33.9万 | 2,482股 | $29.6万 | 1,743股 | +739股+42.40% | 加仓 |
 TJXTJX |
| 0.14% | — | $32.5万 | 2,146股 | $0 | 0股 | +2,146股 | 新买入 |
| S道富XLI |
| 0.14% | 0.14% | $32.5万 | 1,753股 | $28.4万 | 1,753股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.13% | — | $30.4万 | 890股 | $0 | 0股 | +890股 | 新买入 |
 家得宝HD |
| 0.13% | 0.12% | $29.6万 | 838股 | $24.1万 | 732股 | +106股+14.48% | 加仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.12% | $29.4万 | 429股 | $24.2万 | 404股 | +25股+6.19% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.12% | 0.12% | $26.7万 | 4,988股 | $24.6万 | 4,988股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.12% | — | $26.6万 | 250股 | $0 | 0股 | +250股 | 新买入 |
 雷神技术RTX |
| 0.11% | — | $26.1万 | 1,374股 | $0 | 0股 | +1,374股 | 新买入 |
 艾伯维ABBV |
| 0.11% | — | $24.9万 | 991股 | $0 | 0股 | +991股 | 新买入 |
 台积电TSM |
| 0.11% | — | $24.5万 | 512股 | $0 | 0股 | +512股 | 新买入 |
| BBANK OF AMERBAC |
| 0.1% | 0.11% | $24.1万 | 4,230股 | $20.9万 | 4,289股 | -59股-1.38% | 减仓 |
