| IiShares安硕PICK |
| 9.14% | — | $1,115.9万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 6.45% | 5.44% | $787.4万 | 6.3万股 | $674.8万 | 1.6万股 | +4.8万股+300.67% | 加仓 |
| S嘉信策略信托SCHF |
| 5.76% | — | $702.8万 | 22.2万股 | $0 | 0股 | +22.2万股 | 新买入 |
| G通用动力VTI |
| 4.88% | 4.08% | $595.4万 | 1.6万股 | $507.1万 | 1.6万股 | +283股+1.79% | 加仓 |
| V先锋领航·TOTALBND |
| 3.54% | — | $432.8万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 苹果AAPL |
| 3.54% | 3.05% | $431.7万 | 1.5万股 | $379.0万 | 1.5万股 | -13股-0.09% | 减仓 |
 英伟达NVDA |
| 3.44% | 2.9% | $419.9万 | 2.1万股 | $359.8万 | 2.1万股 | +354股+1.72% | 加仓 |
| IiShares安硕信托IUSB |
| 3.09% | 0.31% | $377.6万 | 8.2万股 | $38.3万 | 7,908股 | +7.4万股+934.75% | 加仓 |
 强生JNJ |
| 2.72% | 2.58% | $331.7万 | 1.3万股 | $320.5万 | 1.3万股 | -52股-0.40% | 减仓 |
 微软MSFT |
| 2.63% | 2.6% | $320.9万 | 8,604股 | $322.6万 | 8,716股 | -112股-1.28% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.23% | 1.97% | $271.7万 | 3.8万股 | $244.5万 | 3.8万股 | -14股-0.04% | 减仓 |
| IiShares安硕信托IVV |
| 2.01% | 1.51% | $245.3万 | 3,276股 | $188.0万 | 2,878股 | +398股+13.83% | 加仓 |
 摩根大通JPM |
| 1.83% | 1.56% | $223.8万 | 6,836股 | $193.7万 | 6,585股 | +251股+3.81% | 加仓 |
| IiShares安硕·COREIJR |
| 1.82% | 1.38% | $222.3万 | 1.5万股 | $170.7万 | 1.4万股 | +1,257股+9.15% | 加仓 |
| IiShares安硕信托SGOV |
| 1.8% | 0.74% | $219.3万 | 2.2万股 | $92.2万 | 9,163股 | +1.3万股+137.72% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.75% | 1.5% | $213.9万 | 5,223股 | $186.2万 | 5,223股 | 00.00% | 持仓不变 |
| WWISDOMTREE EMMA CORPORATE BOND FUND ETF USDEMCB |
| 1.74% | — | $212.0万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 谷歌AGOOGL |
| 1.51% | 1.2% | $184.3万 | 5,156股 | $148.5万 | 5,164股 | -8股-0.15% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.4% | 1.15% | $170.8万 | 7,523股 | $142.2万 | 6,734股 | +789股+11.72% | 加仓 |
| IiShares安硕信托IVW |
| 1.36% | 0.98% | $166.3万 | 1.2万股 | $121.2万 | 1.1万股 | +1,371股+12.79% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.21% | — | $147.6万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 0.94% | $144.2万 | 4,083股 | $117.1万 | 4,082股 | +1股+0.02% | 加仓 |
 博通AVGO |
| 1.08% | 0.83% | $132.2万 | 3,499股 | $102.7万 | 3,317股 | +182股+5.49% | 加仓 |
 亚马逊AMZN |
| 1.07% | 0.78% | $131.1万 | 5,499股 | $96.6万 | 4,637股 | +862股+18.59% | 加仓 |
| IiShares安硕信托HDV |
| 1.06% | 1.03% | $129.3万 | 4.7万股 | $128.0万 | 9,431股 | +3.8万股+400.06% | 加仓 |
| IiShares安硕IEMG |
| 1.05% | 0.82% | $128.6万 | 1.6万股 | $101.5万 | 1.5万股 | +973股+6.69% | 加仓 |
 可口可乐KO |
| 0.94% | 0.76% | $114.9万 | 1.4万股 | $94.3万 | 1.2万股 | +1,743股+14.06% | 加仓 |
 礼来LLY |
| 0.88% | 0.69% | $107.5万 | 897股 | $85.3万 | 927股 | -30股-3.24% | 减仓 |
| N新纪元能源NEE |
| 0.88% | 0.93% | $107.4万 | 1.2万股 | $115.8万 | 1.2万股 | -226股-1.81% | 减仓 |
| IiShares安硕信托EFV |
| 0.84% | 0.67% | $102.2万 | 1.3万股 | $83.8万 | 1.1万股 | +2,084股+18.50% | 加仓 |
| IiShares安硕信托EEM |
| 0.77% | — | $94.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.77% | — | $93.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSPDR行业精选信托XLY |
| 0.77% | 0.18% | $93.5万 | 5,895股 | $22.1万 | 1,992股 | +3,903股+195.93% | 加仓 |
 家得宝HD |
| 0.65% | 0.56% | $79.8万 | 2,264股 | $70.1万 | 2,132股 | +132股+6.19% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.65% | — | $79.4万 | 9,212股 | $0 | 0股 | +9,212股 | 新买入 |
 思科CSCO |
| 0.57% | 0.27% | $69.9万 | 5,952股 | $33.7万 | 4,339股 | +1,613股+37.17% | 加仓 |
 Meta平台META |
| 0.56% | 0.5% | $67.9万 | 1,205股 | $61.5万 | 1,075股 | +130股+12.09% | 加仓 |
| IiShares安硕·ESG OPTIMIZED MSCI USA ETFTOK |
| 0.55% | — | $67.5万 | 4,590股 | $0 | 0股 | +4,590股 | 新买入 |
 艾伯维ABBV |
| 0.55% | 0.4% | $66.7万 | 2,651股 | $50.1万 | 2,305股 | +346股+15.01% | 加仓 |
 空气化工APD |
| 0.52% | — | $63.6万 | 2,169股 | $0 | 0股 | +2,169股 | 新买入 |
| B纽约梅隆银行BK |
| 0.52% | — | $63.5万 | 4,390股 | $0 | 0股 | +4,390股 | 新买入 |
 卡特彼勒CAT |
| 0.51% | 0.31% | $61.9万 | 581股 | $38.8万 | 548股 | +33股+6.02% | 加仓 |
 VisaV |
| 0.49% | 0.41% | $59.9万 | 1,746股 | $50.5万 | 1,672股 | +74股+4.43% | 加仓 |
 埃克森美孚XOM |
| 0.48% | 0.66% | $58.5万 | 4,276股 | $82.0万 | 4,834股 | -558股-11.54% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.47% | — | $57.3万 | 3,650股 | $0 | 0股 | +3,650股 | 新买入 |
| IiShares安硕EWJ |
| 0.45% | — | $55.2万 | 5,711股 | $0 | 0股 | +5,711股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.45% | 0.18% | $54.7万 | 2,872股 | $22.0万 | 1,655股 | +1,217股+73.53% | 加仓 |
 PALO ALTOPANW |
| 0.44% | — | $54.3万 | 1,592股 | $0 | 0股 | +1,592股 | 新买入 |
| SSELECT SECTOR SPDR TRXLCI |
| 0.44% | — | $53.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 黑石集团BX |
| 0.44% | — | $53.4万 | 4,526股 | $0 | 0股 | +4,526股 | 新买入 |
