| IiShares安硕信托IVV |
| 10.21% | 8.96% | $3,152.9万 | 4.2万股 | $2,481.4万 | 3.8万股 | +4,114股+10.83% | 加仓 |
| IiShares安硕信托AGG |
| 9.93% | 9.54% | $3,065.0万 | 31.0万股 | $2,642.7万 | 26.6万股 | +4.3万股+16.32% | 加仓 |
| IiShares安硕·COREIJH |
| 6.66% | 6.11% | $2,057.7万 | 26.7万股 | $1,691.8万 | 25.1万股 | +1.6万股+6.51% | 加仓 |
| IiShares安硕信托IEI |
| 4.02% | 4.38% | $1,242.2万 | 10.6万股 | $1,213.9万 | 10.2万股 | +3,405股+3.33% | 加仓 |
| IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB |
| 3.94% | 3.76% | $1,217.5万 | 24.3万股 | $1,042.3万 | 21.0万股 | +3.3万股+15.84% | 加仓 |
 苹果AAPL |
| 2.87% | 2.92% | $887.7万 | 3.1万股 | $808.0万 | 3.2万股 | -1,160股-3.64% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.79% | 2.99% | $861.5万 | 10.5万股 | $828.0万 | 10.0万股 | +4,641股+4.63% | 加仓 |
 英伟达NVDA |
| 2.76% | 2.68% | $853.6万 | 4.3万股 | $742.3万 | 4.3万股 | +95股+0.22% | 加仓 |
 康明斯CMI |
| 2.67% | 2.83% | $824.7万 | 1.2万股 | $785.5万 | 1.5万股 | -3,036股-20.79% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.48% | 2.24% | $765.1万 | 7.5万股 | $619.7万 | 7.9万股 | -3,989股-5.06% | 减仓 |
 亚马逊AMZN |
| 2.08% | 2.01% | $642.3万 | 2.7万股 | $556.9万 | 2.7万股 | +210股+0.79% | 加仓 |
| V先锋领航全球基金VGT |
| 2.08% | 1.88% | $641.4万 | 5.4万股 | $520.6万 | 7,461股 | +4.6万股+619.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.06% | 2.35% | $637.7万 | 1.8万股 | $651.9万 | 2.3万股 | -4,678股-20.59% | 减仓 |
 微软MSFT |
| 2.05% | 2.18% | $631.7万 | 1.7万股 | $604.6万 | 1.6万股 | +604股+3.70% | 加仓 |
 强生JNJ |
| 1.87% | 1.99% | $576.4万 | 2.3万股 | $550.1万 | 2.3万股 | +193股+0.86% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.86% | 1.79% | $575.8万 | 4.2万股 | $495.6万 | 4.2万股 | +286股+0.68% | 加仓 |
 联合太平洋铁路UNP |
| 1.85% | 1.81% | $571.8万 | 2.1万股 | $502.5万 | 2.1万股 | +311股+1.50% | 加仓 |
| IiShares安硕信托IUSV |
| 1.83% | 1.9% | $566.6万 | 5.1万股 | $526.6万 | 5.2万股 | -61股-0.12% | 减仓 |
 博通AVGO |
| 1.78% | 2.06% | $548.9万 | 1.5万股 | $569.7万 | 1.8万股 | -3,876股-21.06% | 减仓 |
| IiShares安硕信托IEFA |
| 1.72% | 1.78% | $532.4万 | 5.5万股 | $494.4万 | 5.5万股 | +519股+0.95% | 加仓 |
 LOWES COS COMLOW |
| 1.7% | 1.83% | $524.9万 | 2.4万股 | $506.7万 | 2.1万股 | +2,364股+11.02% | 加仓 |
 UNITED RENTALSURI |
| 1.66% | 1.2% | $513.4万 | 4,532股 | $331.9万 | 4,555股 | -23股-0.50% | 减仓 |
 DTE ENERGY COMDTE |
| 1.61% | 1.68% | $496.8万 | 3.3万股 | $464.1万 | 3.2万股 | +864股+2.72% | 加仓 |
| FFIDELITY MSCI ENERGY INDEX ETFFENY |
| 1.55% | 1.98% | $480.1万 | 16.2万股 | $549.1万 | 16.1万股 | +992股+0.61% | 加仓 |
 好市多COST |
| 1.53% | 1.83% | $473.5万 | 5,062股 | $507.1万 | 5,090股 | -28股-0.55% | 减仓 |
| IiShares安硕·COREIJR |
| 1.47% | 1.37% | $453.4万 | 3.1万股 | $378.5万 | 3.0万股 | +123股+0.40% | 加仓 |
 科磊KLAC |
| 1.42% | 0.99% | $438.2万 | 1.5万股 | $273.7万 | 1,859股 | +1.3万股+681.23% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 1.36% | 1.17% | $421.2万 | 1.5万股 | $324.5万 | 1.6万股 | -849股-5.44% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.35% | 1.41% | $416.5万 | 7.9万股 | $391.2万 | 7.4万股 | +5,050股+6.79% | 加仓 |
 谷歌AGOOGL |
| 1.19% | 1.18% | $367.7万 | 1.0万股 | $326.8万 | 1.1万股 | -1,075股-9.46% | 减仓 |
| IiShares安硕信托DSI |
| 1.12% | 1.01% | $346.9万 | 2.4万股 | $280.4万 | 2.3万股 | +1,222股+5.28% | 加仓 |
 万事达MA |
| 1.11% | 1.02% | $342.8万 | 6,674股 | $282.0万 | 5,643股 | +1,031股+18.27% | 加仓 |
 VertivVRT |
| 0.96% | 1.78% | $296.3万 | 8,850股 | $493.0万 | 2.0万股 | -1.1万股-55.01% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.9% | 0.93% | $276.8万 | 5.8万股 | $258.7万 | 5.4万股 | +3,972股+7.30% | 加仓 |
 摩根大通JPM |
| 0.82% | 0.85% | $252.9万 | 7,726股 | $234.3万 | 7,964股 | -238股-2.99% | 减仓 |
 MCKESSON COMMCK |
| 0.77% | 1% | $239.3万 | 3,167股 | $276.0万 | 3,190股 | -23股-0.72% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.75% | 0.76% | $231.0万 | 5.1万股 | $209.2万 | 4.6万股 | +4,919股+10.73% | 加仓 |
 默沙东MRK |
| 0.68% | 0.69% | $209.4万 | 1.6万股 | $191.7万 | 1.6万股 | +357股+2.24% | 加仓 |
 阿默普莱斯AMP |
| 0.64% | 0.69% | $198.7万 | 4,331股 | $192.2万 | 4,325股 | +6股+0.14% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.64% | 0.62% | $197.3万 | 6.8万股 | $171.3万 | 6.8万股 | -112股-0.16% | 减仓 |
| V先锋领航·TOTALBND |
| 0.6% | 0.65% | $184.8万 | 2.5万股 | $180.6万 | 2.5万股 | +639股+2.61% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.57% | 0.59% | $175.8万 | 7.6万股 | $162.8万 | 7.0万股 | +5,885股+8.39% | 加仓 |
 Meta平台META |
| 0.5% | 0.56% | $153.8万 | 2,730股 | $156.5万 | 2,736股 | -6股-0.22% | 减仓 |
 CF INDSCF |
| 0.48% | 0.64% | $147.9万 | 1.4万股 | $178.7万 | 1.4万股 | -103股-0.75% | 减仓 |
 艾伯维ABBV |
| 0.48% | 0.46% | $147.0万 | 5,841股 | $126.6万 | 5,820股 | +21股+0.36% | 加仓 |
| G通用动力VTI |
| 0.47% | 0.45% | $145.2万 | 3,925股 | $125.6万 | 3,915股 | +10股+0.26% | 加仓 |
 METLIFE COMMET |
| 0.45% | 0.42% | $139.9万 | 1.7万股 | $116.8万 | 1.7万股 | +23股+0.14% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.41% | 0.35% | $126.8万 | 2.4万股 | $95.7万 | 2.1万股 | +3,238股+15.36% | 加仓 |
 雪佛龙CVX |
| 0.41% | 0.57% | $125.8万 | 7,590股 | $156.8万 | 7,580股 | +10股+0.13% | 加仓 |
 康菲石油COP |
| 0.4% | 0.56% | $123.3万 | 1.2万股 | $156.1万 | 1.2万股 | +27股+0.23% | 加仓 |
