| IiShares安硕信托IVV |
| 13.53% | 13.8% | $3,984.9万 | 5.3万股 | $3,563.4万 | 5.5万股 | -1,342股-2.46% | 减仓 |
| I景顺QQQ信托VOO |
| 11.36% | 10.27% | $3,346.9万 | 4.5万股 | $2,652.3万 | 4.6万股 | -504股-1.10% | 减仓 |
| S嘉信策略信托SCHC |
| 7.44% | 7.84% | $2,190.2万 | 41.5万股 | $2,024.4万 | 41.4万股 | +1,398股+0.34% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 6.99% | 8% | $2,059.5万 | 4.1万股 | $2,065.0万 | 4.3万股 | -1,935股-4.49% | 减仓 |
| IiShares安硕·COREIJH |
| 5.77% | 5.86% | $1,698.9万 | 22.0万股 | $1,514.2万 | 22.4万股 | -3,911股-1.74% | 减仓 |
| V先锋领航指数基金VB |
| 3.68% | 3.56% | $1,085.1万 | 3.6万股 | $919.1万 | 3.5万股 | +705股+2.01% | 加仓 |
 WELLTOWER COMWELL |
| 3.29% | 3.26% | $968.2万 | 4.3万股 | $842.9万 | 4.3万股 | +25股+0.06% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.26% | 1.94% | $960.8万 | 1.5万股 | $501.6万 | 1.5万股 | -269股-1.76% | 减仓 |
| S嘉信策略信托SCHD |
| 3.23% | 3.32% | $951.9万 | 30.0万股 | $858.1万 | 28.0万股 | +2.0万股+7.33% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 3.06% | 3.77% | $900.3万 | 19.2万股 | $973.1万 | 20.8万股 | -1.6万股-7.56% | 减仓 |
 特斯拉TSLA |
| 2.55% | 2.57% | $751.8万 | 1.8万股 | $662.7万 | 1.8万股 | +49股+0.27% | 加仓 |
| IiShares安硕信托MTUM |
| 2.47% | 1.61% | $728.3万 | 2.1万股 | $415.8万 | 1.7万股 | +3,920股+22.63% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.45% | 2.45% | $721.3万 | 3.3万股 | $633.4万 | 3.3万股 | -152股-0.46% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.13% | 2.03% | $628.2万 | 9.2万股 | $524.1万 | 9.0万股 | +2,294股+2.55% | 加仓 |
| IINVESCO S&P SMALLCAP QUALITY ETFXSHQ |
| 2.05% | 2.16% | $605.1万 | 12.5万股 | $556.5万 | 13.2万股 | -6,856股-5.19% | 减仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 1.86% | 1.9% | $548.2万 | 11.7万股 | $490.4万 | 10.5万股 | +1.2万股+11.19% | 加仓 |
| V先锋领航·WELLINGTON FDVFQY |
| 1.5% | 1.62% | $442.0万 | 2.6万股 | $419.2万 | 2.8万股 | -2,134股-7.60% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.47% | 1.58% | $434.4万 | 4.7万股 | $408.7万 | 4.6万股 | +308股+0.67% | 加仓 |
| IiShares安硕信托IXUS |
| 1.47% | 1.44% | $433.6万 | 4.5万股 | $372.7万 | 4.3万股 | +2,410股+5.60% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.33% | 1.36% | $390.7万 | 1.8万股 | $350.3万 | 1.7万股 | +635股+3.69% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.14% | 0.96% | $335.2万 | 5.5万股 | $248.6万 | 4.5万股 | +9,770股+21.82% | 加仓 |
 英伟达NVDA |
| 1.13% | 1.08% | $331.8万 | 1.7万股 | $278.8万 | 1.6万股 | +598股+3.74% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 1% | 1.1% | $293.8万 | 2.4万股 | $284.3万 | 2.6万股 | -2,391股-9.05% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.99% | 1.11% | $292.2万 | 5.6万股 | $287.8万 | 5.5万股 | +409股+0.74% | 加仓 |
| IiShares安硕信托DGRO |
| 0.85% | 0.85% | $251.3万 | 3.3万股 | $220.4万 | 3.1万股 | +1,757股+5.59% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.78% | 0.87% | $230.5万 | 8.7万股 | $224.1万 | 8.6万股 | +1,365股+1.60% | 加仓 |
 苹果AAPL |
| 0.72% | 0.69% | $211.7万 | 7,317股 | $178.7万 | 7,043股 | +274股+3.89% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.63% | 2.1% | $185.8万 | 3.5万股 | $541.8万 | 10.3万股 | -6.8万股-65.92% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.59% | 0.52% | $173.2万 | 1.4万股 | $133.6万 | 1.2万股 | +1,375股+11.29% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.55% | 0.53% | $162.4万 | 1.2万股 | $137.5万 | 1.2万股 | +26股+0.21% | 加仓 |
| IiShares安硕信托EFG |
| 0.5% | 0.5% | $148.4万 | 1.2万股 | $130.2万 | 1.2万股 | +240股+2.05% | 加仓 |
 直觉外科ISRG |
| 0.49% | 0.65% | $145.8万 | 3,666股 | $168.9万 | 3,663股 | +3股+0.08% | 加仓 |
 VanEck ETF信托SMH |
| 0.46% | 0.32% | $135.9万 | 2,073股 | $83.8万 | 2,186股 | -113股-5.17% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.46% | 0.15% | $135.4万 | 2.6万股 | $38.6万 | 1.2万股 | +1.4万股+119.20% | 加仓 |
| V先锋领航指数基金VOO |
| 0.45% | 0.46% | $133.1万 | 1,938股 | $118.2万 | 1,978股 | -40股-2.02% | 减仓 |
| V先锋领航指数基金VOT |
| 0.44% | 0.42% | $129.7万 | 4,234股 | $108.9万 | 4,230股 | +4股+0.09% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.42% | 0.43% | $123.6万 | 4.0万股 | $109.9万 | 3.9万股 | +291股+0.74% | 加仓 |
 强生JNJ |
| 0.4% | 0.45% | $117.0万 | 4,606股 | $115.1万 | 4,711股 | -105股-2.23% | 减仓 |
 VertivVRT |
| 0.38% | 0.33% | $112.0万 | 3,344股 | $84.6万 | 3,378股 | -34股-1.01% | 减仓 |
| IiShares安硕信托IBHF |
| 0.3% | 0.34% | $88.0万 | 3.9万股 | $87.8万 | 3.8万股 | +562股+1.47% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.29% | 0.19% | $84.9万 | 8,420股 | $49.9万 | 4,958股 | +3,462股+69.83% | 加仓 |
| IiShares安硕信托IBDR |
| 0.29% | 0.3% | $84.1万 | 3.5万股 | $76.2万 | 3.1万股 | +3,260股+10.37% | 加仓 |
| IiShares安硕信托IBDS |
| 0.27% | 0.15% | $78.7万 | 3.2万股 | $38.6万 | 1.6万股 | +1.7万股+103.84% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.26% | 0.45% | $77.0万 | 8,349股 | $115.6万 | 1.3万股 | -4,177股-33.35% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.25% | 0.27% | $74.2万 | 7,144股 | $70.0万 | 7,202股 | -58股-0.81% | 减仓 |
 亚马逊AMZN |
| 0.24% | 0.22% | $70.7万 | 2,968股 | $58.0万 | 2,786股 | +182股+6.53% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.22% | 0.25% | $65.8万 | 2.9万股 | $65.4万 | 2.9万股 | +244股+0.86% | 加仓 |
| V先锋领航指数基金VUG |
| 0.22% | 0.26% | $65.7万 | 7,623股 | $67.8万 | 1,552股 | +6,071股+391.17% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.21% | 0.22% | $63.0万 | 2,662股 | $57.3万 | 2,662股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.21% | 0.22% | $61.4万 | 1,645股 | $56.0万 | 1,513股 | +132股+8.72% | 加仓 |
