| S嘉信策略信托SCHC |
| 14.86% | 15.84% | $6,094.5万 | 115.5万股 | $5,778.1万 | 118.1万股 | -2.6万股-2.18% | 减仓 |
| V先锋领航指数基金VUG |
| 12.45% | 11.9% | $5,103.0万 | 59.2万股 | $4,340.1万 | 9.9万股 | +49.3万股+496.20% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 12.28% | 13.52% | $5,034.7万 | 86.5万股 | $4,931.4万 | 84.2万股 | +2.3万股+2.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 7.41% | 8.37% | $3,040.3万 | 6.1万股 | $3,052.9万 | 6.4万股 | -2,951股-4.63% | 减仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 5.57% | 5.08% | $2,282.1万 | 65.9万股 | $1,850.9万 | 62.8万股 | +3.2万股+5.02% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 4.73% | 4.04% | $1,941.4万 | 45.5万股 | $1,473.8万 | 41.2万股 | +4.3万股+10.46% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.68% | 4.54% | $1,920.7万 | 61.8万股 | $1,654.8万 | 59.4万股 | +2.3万股+3.94% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 2.74% | 2.95% | $1,123.3万 | 15股 | $1,077.2万 | 15股 | 00.00% | 持仓不变 |
| C资本集团固定收益ETF信托CGHM |
| 2.47% | 2.69% | $1,014.2万 | 39.2万股 | $981.9万 | 38.8万股 | +4,551股+1.17% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.31% | 1.97% | $946.0万 | 35.7万股 | $719.2万 | 27.5万股 | +8.2万股+29.95% | 加仓 |
| AALPHA ARCHITECT TAIL RISK ETFCAOS |
| 2.08% | 2.15% | $852.5万 | 9.4万股 | $784.9万 | 8.6万股 | +7,865股+9.10% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 2.01% | 1.61% | $823.0万 | 20.3万股 | $585.3万 | 16.3万股 | +4.0万股+24.59% | 加仓 |
| V先锋领航指数基金VOO |
| 1.96% | 1.76% | $802.1万 | 1.2万股 | $640.5万 | 1.1万股 | +961股+8.97% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.85% | 1.62% | $756.5万 | 16.6万股 | $592.4万 | 13.0万股 | +3.6万股+28.08% | 加仓 |
 苹果AAPL |
| 1.58% | 1.49% | $649.5万 | 2.2万股 | $542.8万 | 2.1万股 | +1,058股+4.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.54% | 1.39% | $632.8万 | 1.8万股 | $505.2万 | 1.8万股 | +298股+1.69% | 加仓 |
 Arista网络ANET |
| 1.46% | 1.23% | $597.3万 | 3.5万股 | $448.9万 | 3.7万股 | -1,398股-3.82% | 减仓 |
 英伟达NVDA |
| 1.25% | 1.15% | $512.2万 | 2.6万股 | $419.7万 | 2.4万股 | +1,533股+6.37% | 加仓 |
 美国运通AXP |
| 1.06% | 1.06% | $435.0万 | 1.3万股 | $387.2万 | 1.3万股 | +60股+0.47% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.99% | 0.89% | $405.2万 | 1.0万股 | $323.5万 | 1.0万股 | +33股+0.32% | 加仓 |
 雪佛龙CVX |
| 0.82% | 1.14% | $334.5万 | 2.0万股 | $416.0万 | 2.0万股 | +73股+0.36% | 加仓 |
 嘉信理财SCHW |
| 0.72% | 0.82% | $294.4万 | 3.2万股 | $299.1万 | 3.2万股 | +73股+0.23% | 加仓 |
 微软MSFT |
| 0.71% | 0.84% | $291.1万 | 7,805股 | $307.3万 | 8,301股 | -496股-5.98% | 减仓 |
 BOOKING COMBKNG |
| 0.62% | 0.65% | $252.3万 | 1.4万股 | $238.3万 | 566股 | +1.4万股+2,400.53% | 加仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 0.61% | 0.7% | $248.9万 | 1.6万股 | $256.3万 | 1.6万股 | -32股-0.21% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.57% | 0.61% | $232.8万 | 4.3万股 | $221.3万 | 4.2万股 | +1,160股+2.77% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.53% | 0.58% | $216.0万 | 2.6万股 | $213.2万 | 2.6万股 | +476股+1.84% | 加仓 |
| I景顺QQQ信托VOO |
| 0.5% | 0.36% | $204.4万 | 2,775股 | $130.7万 | 2,265股 | +510股+22.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.47% | $194.4万 | 2,604股 | $170.3万 | 2,619股 | -15股-0.57% | 减仓 |
| IiShares安硕信托EFG |
| 0.47% | 0.47% | $191.9万 | 1.5万股 | $172.2万 | 1.5万股 | -44股-0.28% | 减仓 |
| V先锋领航·MIDVO |
| 0.44% | 0.46% | $180.9万 | 2.2万股 | $169.3万 | 5,895股 | +1.7万股+280.83% | 加仓 |
 美光科技MU |
| 0.36% | 0.1% | $146.4万 | 1,268股 | $36.1万 | 1,068股 | +200股+18.73% | 加仓 |
| IiShares安硕信托IVV |
| 0.35% | 0.37% | $144.7万 | 1,932股 | $135.3万 | 2,071股 | -139股-6.71% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.3% | 0.32% | $124.4万 | 1.6万股 | $117.7万 | 1.6万股 | -64股-0.40% | 减仓 |
| IiShares安硕信托ICF |
| 0.28% | 0.31% | $115.0万 | 1.7万股 | $112.3万 | 1.8万股 | -1,146股-6.31% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.27% | 0.3% | $111.1万 | 1.2万股 | $111.2万 | 1.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.26% | 0.22% | $107.4万 | 2,844股 | $78.8万 | 2,546股 | +298股+11.70% | 加仓 |
 亚马逊AMZN |
| 0.25% | 0.21% | $102.0万 | 4,280股 | $75.1万 | 3,605股 | +675股+18.72% | 加仓 |
| NNVRNVR |
| 0.24% | 0.25% | $96.8万 | 142股 | $90.9万 | 138股 | +4股+2.90% | 加仓 |
 PROGRESSIVEPGR |
| 0.22% | 0.22% | $89.3万 | 4,088股 | $80.6万 | 4,065股 | +23股+0.57% | 加仓 |
 特斯拉TSLA |
| 0.21% | 0.2% | $86.5万 | 2,056股 | $72.7万 | 1,955股 | +101股+5.17% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.19% | 0.09% | $79.2万 | 3,721股 | $32.6万 | 1,700股 | +2,021股+118.88% | 加仓 |
 可口可乐KO |
| 0.19% | 0.19% | $79.1万 | 9,727股 | $71.1万 | 9,345股 | +382股+4.09% | 加仓 |
 谷歌AGOOGL |
| 0.18% | 0.13% | $74.3万 | 2,079股 | $47.4万 | 1,647股 | +432股+26.23% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.18% | 0.23% | $73.4万 | 1.4万股 | $84.8万 | 1.4万股 | 00.00% | 持仓不变 |
| MMOELIS &MC |
| 0.17% | 0.17% | $71.5万 | 1.1万股 | $62.5万 | 1.1万股 | -31股-0.28% | 减仓 |
| MMANPOWERGROUP WISMAN |
| 0.17% | 0.17% | $71.1万 | 2.1万股 | $61.1万 | 2.1万股 | +323股+1.56% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.17% | 0.17% | $70.9万 | 1.3万股 | $60.3万 | 1.3万股 | +65股+0.52% | 加仓 |
 强生JNJ |
| 0.16% | 0.25% | $66.9万 | 2,633股 | $90.0万 | 3,681股 | -1,048股-28.47% | 减仓 |
| G通用动力VTI |
| 0.16% | 0.14% | $64.8万 | 1,752股 | $52.6万 | 1,641股 | +111股+6.76% | 加仓 |
