| IiShares安硕信托IVV |
| 19.13% | 15.46% | $6,792.9万 | 9.1万股 | $4,957.2万 | 7.6万股 | +1.5万股+19.52% | 加仓 |
 英伟达NVDA |
| 5.73% | 5.1% | $2,034.3万 | 10.2万股 | $1,637.1万 | 9.4万股 | +7,803股+8.31% | 加仓 |
| IiShares安硕信托AGG |
| 5.67% | 5.11% | $2,013.9万 | 20.3万股 | $1,639.8万 | 16.5万股 | +3.8万股+23.18% | 加仓 |
| V先锋领航指数基金VUG |
| 4.43% | 4.45% | $1,573.2万 | 18.3万股 | $1,428.5万 | 3.3万股 | +15.0万股+458.42% | 加仓 |
| B贝莱德ETF信托DYNF |
| 4.26% | 3.27% | $1,513.0万 | 22.2万股 | $1,049.5万 | 18.0万股 | +4.2万股+23.33% | 加仓 |
| V先锋领航指数基金VTV |
| 3.52% | 4.56% | $1,248.7万 | 5.7万股 | $1,461.5万 | 7.4万股 | -1.7万股-23.08% | 减仓 |
| I景顺QQQ信托VOO |
| 3.35% | 3.21% | $1,187.7万 | 1.6万股 | $1,030.9万 | 1.8万股 | -1,732股-9.70% | 减仓 |
| IiShares安硕信托EFG |
| 3.27% | 2.69% | $1,159.9万 | 9.3万股 | $863.4万 | 7.8万股 | +1.6万股+20.25% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.98% | 3.58% | $1,059.3万 | 17.7万股 | $1,147.2万 | 21.2万股 | -3.5万股-16.38% | 减仓 |
| IiShares安硕信托EFV |
| 2.85% | 4.61% | $1,010.3万 | 13.2万股 | $1,479.8万 | 19.9万股 | -6.7万股-33.69% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.25% | 2.28% | $797.5万 | 11.4万股 | $731.7万 | 11.7万股 | -3,066股-2.62% | 减仓 |
| IiShares安硕信托LMUB |
| 1.74% | 1.98% | $616.9万 | 12.0万股 | $634.2万 | 12.7万股 | -6,566股-5.17% | 减仓 |
 卡特彼勒CAT |
| 1.58% | 1.17% | $559.5万 | 5,254股 | $373.6万 | 5,274股 | -20股-0.38% | 减仓 |
| GGlobal X基金SHLD |
| 1.52% | 1.66% | $539.4万 | 9.0万股 | $531.3万 | 7.5万股 | +1.5万股+20.44% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.45% | 1.73% | $514.6万 | 3.2万股 | $554.2万 | 4.9万股 | -1.8万股-35.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.23% | $493.6万 | 1.4万股 | $395.0万 | 1.4万股 | +199股+1.45% | 加仓 |
| IiShares安硕信托GJS |
| 1.34% | 1.35% | $476.0万 | 20.9万股 | $433.2万 | 18.9万股 | +2.0万股+10.53% | 加仓 |
| IiShares安硕信托GVI |
| 1.27% | 1.28% | $449.6万 | 4.2万股 | $410.6万 | 3.9万股 | +3,093股+8.00% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.22% | 1.29% | $434.7万 | 8.6万股 | $413.5万 | 8.3万股 | +3,075股+3.71% | 加仓 |
| V先锋领航指数基金VV |
| 1.22% | 1.18% | $433.7万 | 1.3万股 | $376.8万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLH |
| 1.21% | 1.27% | $429.2万 | 4.3万股 | $406.7万 | 4.0万股 | +2,392股+5.92% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.2% | 1.21% | $424.4万 | 8.8万股 | $386.7万 | 8.0万股 | +7,152股+8.89% | 加仓 |
 Meta平台META |
| 1.19% | 1.32% | $422.9万 | 7,509股 | $422.9万 | 7,392股 | +117股+1.58% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.12% | 1.08% | $396.5万 | 5,309股 | $345.3万 | 5,309股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.06% | 1.04% | $377.0万 | 1.6万股 | $335.1万 | 1.6万股 | -268股-1.67% | 减仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.95% | 0.88% | $337.0万 | 6.4万股 | $282.1万 | 6.9万股 | -5,392股-7.80% | 减仓 |
 苹果AAPL |
| 0.91% | 1.25% | $323.7万 | 1.1万股 | $400.1万 | 1.6万股 | -4,576股-29.03% | 减仓 |
 特斯拉TSLA |
| 0.83% | 0.82% | $296.0万 | 7,037股 | $261.6万 | 7,037股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.83% | 2.63% | $295.5万 | 1.3万股 | $842.7万 | 4.4万股 | -3.0万股-69.35% | 减仓 |
| G通用动力VTI |
| 0.8% | 0.76% | $284.6万 | 7,691股 | $244.6万 | 7,623股 | +68股+0.89% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.76% | 0.77% | $271.2万 | 5.4万股 | $245.7万 | 5.4万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.73% | 0.92% | $260.7万 | 3.7万股 | $294.0万 | 4.6万股 | -9,290股-20.25% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.7% | 0.73% | $248.5万 | 4.7万股 | $234.6万 | 4.5万股 | +2,294股+5.08% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.63% | 0.67% | $224.8万 | 6,144股 | $216.0万 | 6,791股 | -647股-9.53% | 减仓 |
 iShares安硕·MBSACGL |
| 0.61% | 0.67% | $217.6万 | 2.3万股 | $213.3万 | 2.2万股 | +552股+2.46% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.51% | 0.49% | $180.0万 | 1.4万股 | $155.8万 | 3,653股 | +1.1万股+296.85% | 加仓 |
| DDOORDASHDASH |
| 0.5% | 0.66% | $178.2万 | 9,657股 | $211.4万 | 1.4万股 | -4,422股-31.41% | 减仓 |
 VisaV |
| 0.47% | 0.46% | $166.5万 | 4,852股 | $146.6万 | 4,852股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.46% | 0.48% | $161.9万 | 2.0万股 | $153.1万 | 5,331股 | +1.5万股+277.04% | 加仓 |
| IiShares安硕IEMG |
| 0.44% | 0.4% | $156.7万 | 1.9万股 | $129.8万 | 1.9万股 | +318股+1.71% | 加仓 |
| S道富SPYM |
| 0.44% | 0.44% | $155.5万 | 1.8万股 | $142.5万 | 1.9万股 | -926股-4.97% | 减仓 |
| IiShares安硕·COREIJH |
| 0.43% | 0.42% | $153.2万 | 2.0万股 | $134.5万 | 2.0万股 | -50股-0.25% | 减仓 |
 ShopifySHOP |
| 0.42% | 0.49% | $149.9万 | 1.3万股 | $155.7万 | 1.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.4% | 0.68% | $143.6万 | 3,851股 | $217.0万 | 5,862股 | -2,011股-34.31% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.38% | 0.42% | $135.5万 | 2.5万股 | $135.9万 | 2.6万股 | -668股-2.59% | 减仓 |
| IiShares安硕信托IEFA |
| 0.38% | 0.38% | $133.2万 | 1.4万股 | $121.9万 | 1.3万股 | +329股+2.44% | 加仓 |
| S嘉信策略信托SCHF |
| 0.37% | 0.37% | $132.6万 | 4.8万股 | $120.2万 | 4.9万股 | -702股-1.45% | 减仓 |
 好市多COST |
| 0.33% | 0.38% | $118.3万 | 1,265股 | $122.2万 | 1,226股 | +39股+3.18% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.39% | $105.4万 | 2,106股 | $123.5万 | 2,578股 | -472股-18.31% | 减仓 |
 美光科技MU |
| 0.29% | — | $103.0万 | 892股 | $0 | 0股 | +892股 | 新买入 |
