| IiShares安硕信托IVV |
| 16.49% | 15.01% | $6,320.2万 | 8.4万股 | $5,002.4万 | 7.7万股 | +7,814股+10.20% | 加仓 |
| IiShares安硕信托IUSB |
| 5.04% | 4.58% | $1,933.2万 | 41.9万股 | $1,527.2万 | 33.1万股 | +8.8万股+26.69% | 加仓 |
 英伟达NVDA |
| 3.28% | 3.29% | $1,257.5万 | 6.3万股 | $1,094.7万 | 6.3万股 | +78股+0.12% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.76% | 2.88% | $1,057.9万 | 1.4万股 | $959.9万 | 1.5万股 | -593股-4.02% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.56% | 2.68% | $981.8万 | 8.9万股 | $891.8万 | 9.2万股 | -2,728股-2.97% | 减仓 |
 苹果AAPL |
| 2.07% | 2.08% | $793.0万 | 2.7万股 | $692.9万 | 2.7万股 | +103股+0.38% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.94% | 2.01% | $744.2万 | 6.3万股 | $670.5万 | 6.8万股 | -5,938股-8.67% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.91% | 2.35% | $732.6万 | 15.2万股 | $784.7万 | 16.2万股 | -1.0万股-6.24% | 减仓 |
| IiShares安硕信托EFG |
| 1.9% | 1.87% | $729.8万 | 5.9万股 | $624.1万 | 5.6万股 | +2,621股+4.68% | 加仓 |
| IiShares安硕信托IVW |
| 1.89% | 1.73% | $725.3万 | 5.3万股 | $576.6万 | 5.1万股 | +1,764股+3.46% | 加仓 |
| V先锋领航指数基金VOO |
| 1.88% | 1.93% | $721.5万 | 1.1万股 | $644.4万 | 1.1万股 | -278股-2.58% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.78% | 1.69% | $682.6万 | 10.0万股 | $564.5万 | 9.7万股 | +3,344股+3.45% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.72% | 2.03% | $658.5万 | 28.5万股 | $677.6万 | 29.2万股 | -7,125股-2.44% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.69% | 2.02% | $648.6万 | 2.9万股 | $671.7万 | 3.2万股 | -3,249股-10.21% | 减仓 |
| S嘉信·USSCHP |
| 1.59% | 1.8% | $608.2万 | 23.0万股 | $600.5万 | 22.6万股 | +3,823股+1.69% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.53% | 1.41% | $587.3万 | 2.7万股 | $468.2万 | 2.3万股 | +3,816股+16.61% | 加仓 |
| IiShares安硕信托ITOT |
| 1.4% | 1.45% | $538.0万 | 3.3万股 | $482.4万 | 3.4万股 | -1,120股-3.31% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.39% | 1.4% | $532.5万 | 6.2万股 | $467.2万 | 6.1万股 | +1,702股+2.81% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.26% | 1.46% | $482.4万 | 6.3万股 | $487.0万 | 6.3万股 | -213股-0.34% | 减仓 |
| AAvantis·U SAVUV |
| 1.25% | 0.09% | $477.5万 | 3.8万股 | $29.0万 | 2,628股 | +3.6万股+1,356.32% | 加仓 |
| IiShares安硕IEMG |
| 1.2% | 1.61% | $458.1万 | 5.5万股 | $538.1万 | 7.7万股 | -2.2万股-28.32% | 减仓 |
 微软MSFT |
| 1.08% | 1.25% | $415.0万 | 1.1万股 | $417.7万 | 1.1万股 | -157股-1.39% | 减仓 |
| IiShares安硕信托GJS |
| 1.03% | 1.22% | $395.5万 | 17.4万股 | $405.1万 | 17.7万股 | -3,216股-1.82% | 减仓 |
 iShares安硕·MBSACGL |
| 0.97% | 0.98% | $373.3万 | 3.9万股 | $326.6万 | 3.4万股 | +5,105股+14.84% | 加仓 |
 谷歌AGOOGL |
| 0.88% | 0.8% | $337.6万 | 9,446股 | $266.1万 | 9,253股 | +193股+2.09% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.83% | 0.72% | $319.4万 | 6.1万股 | $240.9万 | 7.3万股 | -1.3万股-17.13% | 减仓 |
| WWisdomTree信托DGRW |
| 0.78% | 1.04% | $298.9万 | 3.1万股 | $345.9万 | 3.9万股 | -8,112股-20.60% | 减仓 |
| IiShares安硕信托AGG |
| 0.75% | 0.86% | $287.0万 | 2.9万股 | $285.2万 | 2.9万股 | +265股+0.92% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.75% | 0.47% | $285.9万 | 7,813股 | $155.2万 | 4,878股 | +2,935股+60.17% | 加仓 |
 博通AVGO |
| 0.74% | 0.69% | $285.2万 | 7,550股 | $229.5万 | 7,416股 | +134股+1.81% | 加仓 |
| IiShares安硕信托MTUM |
| 0.74% | 0.68% | $281.9万 | 8,222股 | $228.1万 | 9,503股 | -1,281股-13.48% | 减仓 |
 亚马逊AMZN |
| 0.73% | 0.72% | $278.9万 | 1.2万股 | $240.1万 | 1.2万股 | +173股+1.50% | 加仓 |
| IiShares安硕信托TLH |
| 0.7% | 0.95% | $269.3万 | 2.7万股 | $315.3万 | 3.1万股 | -4,472股-14.29% | 减仓 |
| B贝莱德ETF信托BLCR |
| 0.68% | 0.55% | $262.2万 | 5.2万股 | $183.9万 | 4.5万股 | +7,282股+16.26% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.64% | — | $245.5万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| B贝莱德ETF信托CORO |
| 0.58% | — | $220.9万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.56% | — | $216.0万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| I景顺QQQ信托QQQ |
| 0.5% | 0.68% | $192.2万 | 2,610股 | $226.6万 | 3,927股 | -1,317股-33.54% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.5% | 0.51% | $190.1万 | 4,643股 | $170.5万 | 4,783股 | -140股-2.93% | 减仓 |
 泛林集团LRCX |
| 0.49% | 0.28% | $188.5万 | 4,351股 | $92.3万 | 4,321股 | +30股+0.69% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.48% | 0.7% | $183.3万 | 4.3万股 | $233.5万 | 6.4万股 | -2.2万股-34.07% | 减仓 |
| IiShares安硕信托EFV |
| 0.47% | 1.21% | $180.5万 | 2.4万股 | $404.6万 | 5.4万股 | -3.1万股-56.68% | 减仓 |
 Meta平台META |
| 0.46% | 0.55% | $176.5万 | 3,133股 | $183.1万 | 3,200股 | -67股-2.09% | 减仓 |
 特斯拉TSLA |
| 0.45% | 0.45% | $173.5万 | 4,124股 | $149.3万 | 4,015股 | +109股+2.71% | 加仓 |
| IiShares安硕信托IEFA |
| 0.45% | 0.5% | $173.2万 | 1.8万股 | $165.0万 | 1.8万股 | -290股-1.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.4% | $172.0万 | 4,869股 | $133.0万 | 4,635股 | +234股+5.05% | 加仓 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 0.45% | 0.52% | $172.0万 | 5.4万股 | $172.4万 | 5.3万股 | +1,439股+2.73% | 加仓 |
| IiShares安硕信托ITOT |
| 0.43% | 0.39% | $163.2万 | 9,971股 | $129.1万 | 9,129股 | +842股+9.22% | 加仓 |
 AMD超威AMD |
| 0.41% | 0.15% | $158.6万 | 2,730股 | $50.6万 | 2,488股 | +242股+9.73% | 加仓 |
 应用材料AMAT |
| 0.41% | 0.22% | $155.3万 | 2,148股 | $73.1万 | 2,139股 | +9股+0.42% | 加仓 |
