| IiShares安硕信托IVV |
| 5.38% | 5.33% | $4.22亿 | 56.4万股 | $3.41亿 | 52.2万股 | +4.2万股+8.11% | 加仓 |
 苹果AAPL |
| 2.9% | 2.85% | $2.28亿 | 78.7万股 | $1.82亿 | 71.8万股 | +7.0万股+9.71% | 加仓 |
| IiShares安硕·COREIJH |
| 2.71% | 2.7% | $2.13亿 | 276.3万股 | $1.73亿 | 256.0万股 | +20.3万股+7.92% | 加仓 |
| IiShares安硕·COREIJR |
| 2.5% | 2.58% | $1.96亿 | 132.3万股 | $1.65亿 | 132.4万股 | -813股-0.06% | 减仓 |
| V先锋领航指数基金VV |
| 2.3% | 2.48% | $1.81亿 | 52.5万股 | $1.58亿 | 52.9万股 | -4,443股-0.84% | 减仓 |
 英伟达NVDA |
| 2.27% | 2.14% | $1.78亿 | 89.1万股 | $1.37亿 | 78.3万股 | +10.8万股+13.81% | 加仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 2.16% | 3.13% | $1.69亿 | 420.8万股 | $2.00亿 | 419.3万股 | +1.5万股+0.36% | 加仓 |
| V先锋领航·MIDVO |
| 1.98% | 2.12% | $1.55亿 | 192.7万股 | $1.36亿 | 47.3万股 | +145.4万股+307.68% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.96% | 1.99% | $1.54亿 | 20.6万股 | $1.27亿 | 19.6万股 | +1.1万股+5.44% | 加仓 |
| V先锋领航指数基金VTV |
| 1.61% | 1.78% | $1.26亿 | 58.0万股 | $1.14亿 | 57.9万股 | +997股+0.17% | 加仓 |
| V先锋领航指数基金VUG |
| 1.54% | 1.58% | $1.21亿 | 140.5万股 | $1.01亿 | 23.1万股 | +117.4万股+508.33% | 加仓 |
| IiShares安硕IEMG |
| 1.5% | 1.51% | $1.18亿 | 141.9万股 | $9,680.0万 | 138.8万股 | +3.1万股+2.24% | 加仓 |
| GGlobal X基金CLIP |
| 1.5% | 1.68% | $1.17亿 | 117.0万股 | $1.07亿 | 106.9万股 | +10.1万股+9.45% | 加仓 |
 微软MSFT |
| 1.38% | 1.64% | $1.08亿 | 28.9万股 | $1.05亿 | 28.4万股 | +5,411股+1.91% | 加仓 |
 亚马逊AMZN |
| 1.32% | 1.25% | $1.04亿 | 43.5万股 | $7,987.0万 | 38.3万股 | +5.2万股+13.45% | 加仓 |
| DDBX ETF信托DBEF |
| 1.05% | 1.16% | $8,277.8万 | 151.5万股 | $7,397.5万 | 149.7万股 | +1.8万股+1.19% | 加仓 |
 谷歌AGOOGL |
| 1.05% | 0.91% | $8,265.7万 | 23.1万股 | $5,785.5万 | 20.1万股 | +3.0万股+14.96% | 加仓 |
 博通AVGO |
| 0.96% | 0.9% | $7,498.5万 | 19.9万股 | $5,773.5万 | 18.7万股 | +1.2万股+6.42% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.94% | 1.05% | $7,411.7万 | 47.2万股 | $6,743.0万 | 48.7万股 | -1.5万股-3.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.9% | $7,204.0万 | 20.4万股 | $5,749.1万 | 20.0万股 | +3,474股+1.73% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.91% | 1.14% | $7,145.4万 | 87.0万股 | $7,294.2万 | 88.3万股 | -1.3万股-1.49% | 减仓 |
| IiShares安硕信托IEFA |
| 0.91% | 0.97% | $7,142.9万 | 74.0万股 | $6,189.7万 | 68.4万股 | +5.6万股+8.17% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.88% | 1.03% | $6,941.4万 | 137.2万股 | $6,559.3万 | 131.5万股 | +5.8万股+4.38% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.86% | 0.83% | $6,753.6万 | 82.0万股 | $5,336.1万 | 75.0万股 | +7.0万股+9.33% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.86% | 1.23% | $6,740.4万 | 223.4万股 | $7,867.0万 | 222.0万股 | +1.4万股+0.65% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.8% | 0.84% | $6,279.3万 | 185.6万股 | $5,382.2万 | 184.8万股 | +7,930股+0.43% | 加仓 |
 美光科技MU |
| 0.78% | 0.22% | $6,144.2万 | 5.3万股 | $1,436.2万 | 4.3万股 | +1.1万股+25.21% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.77% | 0.82% | $6,076.6万 | 121.0万股 | $5,237.0万 | 104.8万股 | +16.1万股+15.39% | 加仓 |
| S嘉信策略信托SCHF |
| 0.77% | 0.79% | $6,017.0万 | 217.2万股 | $5,062.1万 | 204.5万股 | +12.7万股+6.21% | 加仓 |
| I景顺QQQ信托VOO |
| 0.75% | 0.55% | $5,849.1万 | 7.9万股 | $3,505.6万 | 6.1万股 | +1.9万股+30.78% | 加仓 |
| IiShares安硕信托SGOV |
| 0.73% | 0.92% | $5,761.3万 | 57.2万股 | $5,859.9万 | 58.2万股 | -9,850股-1.69% | 减仓 |
| G通用动力VTI |
| 0.72% | 0.6% | $5,659.1万 | 15.3万股 | $3,862.9万 | 12.0万股 | +3.3万股+27.01% | 加仓 |
| S嘉信·USSCHX |
| 0.71% | 0.77% | $5,562.5万 | 189.0万股 | $4,900.3万 | 191.1万股 | -2.1万股-1.10% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.7% | 0.75% | $5,473.3万 | 107.4万股 | $4,777.0万 | 103.0万股 | +4.5万股+4.34% | 加仓 |
 礼来LLY |
| 0.69% | 0.55% | $5,397.9万 | 4.5万股 | $3,536.7万 | 3.8万股 | +6,552股+17.04% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.62% | $5,086.6万 | 12.1万股 | $3,950.5万 | 10.6万股 | +1.5万股+13.80% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.64% | 0.64% | $5,030.9万 | 26.7万股 | $4,121.8万 | 26.6万股 | +1,739股+0.65% | 加仓 |
 Meta平台META |
| 0.62% | 0.78% | $4,899.2万 | 8.7万股 | $4,956.7万 | 8.7万股 | +338股+0.39% | 加仓 |
| SSPDR黄金信托GLD |
| 0.6% | 0.86% | $4,697.6万 | 12.8万股 | $5,523.5万 | 12.8万股 | -847股-0.66% | 减仓 |
 摩根大通JPM |
| 0.58% | 0.61% | $4,564.2万 | 13.9万股 | $3,877.1万 | 13.2万股 | +7,635股+5.79% | 加仓 |
| V先锋领航指数基金VOO |
| 0.56% | 0.57% | $4,367.9万 | 6.4万股 | $3,649.8万 | 6.1万股 | +2,518股+4.12% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.53% | 0.36% | $4,172.2万 | 40.2万股 | $2,329.7万 | 24.0万股 | +16.2万股+67.45% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.51% | 0.64% | $4,010.8万 | 88.2万股 | $4,118.3万 | 90.3万股 | -2.1万股-2.33% | 减仓 |
| BBNY MELLON ETF TRUST IIBKDV |
| 0.51% | 0.16% | $3,983.3万 | 118.9万股 | $1,038.5万 | 35.0万股 | +83.9万股+239.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.56% | $3,924.8万 | 7.8万股 | $3,557.1万 | 7.4万股 | +4,205股+5.66% | 加仓 |
| AAB DISRUPTORS ETFFWD |
| 0.48% | 0.41% | $3,785.7万 | 25.6万股 | $2,603.5万 | 24.0万股 | +1.6万股+6.57% | 加仓 |
 台积电TSM |
| 0.48% | 0.36% | $3,776.1万 | 7.9万股 | $2,330.8万 | 6.9万股 | +1.0万股+14.64% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.47% | 0.48% | $3,722.8万 | 45.9万股 | $3,037.8万 | 44.5万股 | +1.4万股+3.23% | 加仓 |
 强生JNJ |
| 0.46% | 0.5% | $3,614.7万 | 14.2万股 | $3,223.5万 | 13.2万股 | +1.0万股+7.93% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.44% | 0.52% | $3,450.6万 | 59.3万股 | $3,295.8万 | 56.3万股 | +3.0万股+5.31% | 加仓 |
