| IiShares安硕信托DGRO |
| 13.32% | 13.29% | $7,008.1万 | 111.8万股 | $6,298.5万 | 109.3万股 | +2.5万股+2.25% | 加仓 |
| V先锋领航·FTSEVEA |
| 12.54% | 12.47% | $6,596.4万 | 124.9万股 | $5,911.6万 | 119.6万股 | +5.3万股+4.42% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 10.4% | 10.84% | $5,471.7万 | 14.6万股 | $5,139.4万 | 14.1万股 | +4,771股+3.38% | 加仓 |
| IiShares安硕信托IVV |
| 7.76% | 7.84% | $4,084.0万 | 7.1万股 | $3,716.4万 | 6.8万股 | +2,889股+4.25% | 加仓 |
| I景顺QQQ信托VOO |
| 7.15% | 7.64% | $3,760.8万 | 7.7万股 | $3,621.8万 | 7.6万股 | +1,460股+1.93% | 加仓 |
| IiShares安硕信托IWD |
| 6.5% | 6.15% | $3,418.0万 | 18.0万股 | $2,916.7万 | 16.7万股 | +1.3万股+7.72% | 加仓 |
| V先锋领航·MIDVO |
| 5.9% | 5.67% | $3,103.0万 | 11.8万股 | $2,686.3万 | 11.1万股 | +6,654股+6.00% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.14% | 5.24% | $2,702.4万 | 53.7万股 | $2,485.9万 | 51.1万股 | +2.7万股+5.23% | 加仓 |
| IiShares安硕信托AGG |
| 4.42% | 2.05% | $2,325.6万 | 23.0万股 | $971.7万 | 10.0万股 | +13.0万股+129.41% | 加仓 |
| IiShares安硕信托TIP |
| 3.12% | 3.2% | $1,639.8万 | 14.8万股 | $1,518.8万 | 14.2万股 | +6,200股+4.36% | 加仓 |
 苹果AAPL |
| 2.24% | 2.24% | $1,178.5万 | 5.1万股 | $1,061.7万 | 5.0万股 | +171股+0.34% | 加仓 |
| S道富SPAB |
| 2.2% | 1.9% | $1,156.8万 | 44.3万股 | $902.6万 | 36.0万股 | +8.3万股+23.02% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.86% | 1.81% | $978.9万 | 12.4万股 | $858.4万 | 11.2万股 | +1.2万股+11.16% | 加仓 |
 3M COMMMM |
| 1.37% | 1.09% | $722.0万 | 5.3万股 | $516.2万 | 5.1万股 | +2,301股+4.56% | 加仓 |
| IiShares安硕信托EFG |
| 1.35% | 1.25% | $708.6万 | 6.6万股 | $593.6万 | 5.8万股 | +7,803股+13.45% | 加仓 |
| IiShares安硕IEMG |
| 1.26% | 1.19% | $660.6万 | 11.5万股 | $565.6万 | 10.6万股 | +9,408股+8.90% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.13% | 1.02% | $596.3万 | 8.8万股 | $484.1万 | 7.9万股 | +9,530股+12.13% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.04% | 0.94% | $545.4万 | 3.3万股 | $447.7万 | 2.9万股 | +3,294股+11.21% | 加仓 |
 微软MSFT |
| 0.76% | 0.84% | $399.2万 | 9,276股 | $397.6万 | 8,896股 | +380股+4.27% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.75% | 0.87% | $392.7万 | 1.7万股 | $412.1万 | 1.8万股 | -995股-5.51% | 减仓 |
 亚马逊AMZN |
| 0.47% | 0.54% | $247.4万 | 1.3万股 | $256.5万 | 1.3万股 | +4股+0.03% | 加仓 |
 洛克希德马丁LMT |
| 0.47% | 0.47% | $245.9万 | 4,207股 | $222.9万 | 4,772股 | -565股-11.84% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.41% | 0.44% | $213.8万 | 1.4万股 | $209.8万 | 1.4万股 | +161股+1.15% | 加仓 |
 英伟达NVDA |
| 0.39% | 0.49% | $203.8万 | 1.7万股 | $231.6万 | 1.9万股 | -1,963股-10.47% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.33% | 0.31% | $171.5万 | 6,039股 | $148.0万 | 5,637股 | +402股+7.13% | 加仓 |
 埃克森美孚XOM |
| 0.32% | 0.05% | $170.3万 | 1.5万股 | $21.8万 | 1,897股 | +1.3万股+666.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.35% | $148.0万 | 8,852股 | $163.8万 | 8,928股 | -76股-0.85% | 减仓 |
 AMD超威AMD |
| 0.28% | 0.32% | $145.7万 | 8,878股 | $153.9万 | 9,486股 | -608股-6.41% | 减仓 |
| IiShares安硕·COREIJH |
| 0.27% | 0.29% | $144.0万 | 2.3万股 | $139.0万 | 2.4万股 | -644股-2.71% | 减仓 |
| CCLEAN ENERGY TECHNOLOGIES IN |
| 0.27% | 0.39% | $139.7万 | 139.7万股 | $185.6万 | 140.6万股 | -8,302股-0.59% | 减仓 |
 联合健康UNH |
| 0.25% | 0.16% | $133.7万 | 2,287股 | $77.3万 | 1,519股 | +768股+50.56% | 加仓 |
| IiShares安硕·COREIJR |
| 0.25% | 0.26% | $131.2万 | 1.1万股 | $123.6万 | 1.2万股 | -373股-3.22% | 减仓 |
 BIO-TECHNETECH |
| 0.23% | 0.23% | $122.2万 | 1.5万股 | $109.5万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.22% | 0.23% | $113.9万 | 1.4万股 | $107.7万 | 1.4万股 | -128股-0.93% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.2% | 0.19% | $106.4万 | 5,374股 | $90.8万 | 4,971股 | +403股+8.11% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.2% | $106.3万 | 2,310股 | $94.4万 | 2,320股 | -10股-0.43% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.2% | 0.22% | $104.2万 | 4,616股 | $104.4万 | 4,616股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.18% | 0.22% | $95.9万 | 5,784股 | $105.3万 | 5,779股 | +5股+0.09% | 加仓 |
 礼来LLY |
| 0.18% | 0.2% | $94.2万 | 1,063股 | $94.8万 | 1,048股 | +15股+1.43% | 加仓 |
 BRIDGEWATER BANCSHARES INC COMBWB |
| 0.18% | 0.16% | $93.4万 | 6.6万股 | $76.5万 | 6.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.18% | 0.14% | $92.2万 | 1,611股 | $65.1万 | 1,292股 | +319股+24.69% | 加仓 |
| SSOLVENTUM COM SHSSOLV |
| 0.16% | 0.13% | $86.5万 | 1.2万股 | $63.2万 | 1.2万股 | +443股+3.70% | 加仓 |
| S道富SPIB |
| 0.16% | 0.1% | $85.0万 | 2.5万股 | $46.8万 | 1.4万股 | +1.1万股+75.37% | 加仓 |
 摩根大通JPM |
| 0.16% | 0.17% | $83.1万 | 3,940股 | $80.6万 | 3,985股 | -45股-1.13% | 减仓 |
| IiShares安硕信托EFV |
| 0.16% | 0.12% | $82.8万 | 1.4万股 | $55.6万 | 1.0万股 | +3,916股+37.37% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.16% | 0.17% | $81.8万 | 9,864股 | $79.0万 | 9,864股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.14% | 0.15% | $72.4万 | 2,248股 | $69.9万 | 2,236股 | +12股+0.54% | 加仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.12% | 0.13% | $65.0万 | 1.1万股 | $61.4万 | 1.1万股 | +10股+0.09% | 加仓 |
 沃尔玛WMT |
| 0.12% | 0.11% | $62.6万 | 7,754股 | $50.6万 | 7,476股 | +278股+3.72% | 加仓 |
 默沙东MRK |
| 0.11% | 0.15% | $59.8万 | 5,265股 | $70.9万 | 5,726股 | -461股-8.05% | 减仓 |
