| IiShares安硕信托IVW |
| 27.41% | 25.84% | $4,634.3万 | 33.7万股 | $3,824.9万 | 33.8万股 | -1,185股-0.35% | 减仓 |
| IiShares安硕·S&PIVE |
| 24.76% | 25.98% | $4,186.8万 | 18.4万股 | $3,846.4万 | 18.2万股 | +2,226股+1.22% | 加仓 |
| IiShares安硕信托IJJ |
| 4.97% | 4.78% | $839.6万 | 5.7万股 | $707.9万 | 5.3万股 | +3,401股+6.37% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 4.63% | 4.74% | $782.6万 | 3.5万股 | $701.0万 | 3.7万股 | -1,594股-4.31% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 4.11% | 3.84% | $695.6万 | 1.8万股 | $568.1万 | 1.8万股 | -446股-2.46% | 减仓 |
| IiShares安硕信托EEM |
| 2.28% | 2.3% | $385.6万 | 5.6万股 | $340.1万 | 6.0万股 | -3,521股-5.88% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2.24% | 1.91% | $379.2万 | 4.6万股 | $283.2万 | 3.6万股 | +9,978股+27.63% | 加仓 |
 苹果AAPL |
| 2.23% | 2.37% | $377.6万 | 1.3万股 | $350.5万 | 1.4万股 | -762股-5.52% | 减仓 |
| IiShares安硕信托EFV |
| 2.21% | 2.65% | $373.6万 | 4.9万股 | $392.2万 | 5.3万股 | -3,943股-7.47% | 减仓 |
| IiShares安硕信托IBDR |
| 2.17% | 2.5% | $367.1万 | 15.2万股 | $370.2万 | 15.3万股 | -1,208股-0.79% | 减仓 |
| IiShares比特币ETFIBIT |
| 2.14% | 2.52% | $361.3万 | 10.9万股 | $373.1万 | 9.7万股 | +1.1万股+11.76% | 加仓 |
| IiShares安硕信托IBDS |
| 2.02% | 2.24% | $342.3万 | 14.1万股 | $331.5万 | 13.7万股 | +4,555股+3.33% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.82% | 1.99% | $307.1万 | 6,138股 | $294.6万 | 6,148股 | -10股-0.16% | 减仓 |
| IiShares安硕信托IJK |
| 1.73% | 1.67% | $293.0万 | 2.5万股 | $246.7万 | 2.5万股 | +417股+1.70% | 加仓 |
| IiShares安硕信托EFG |
| 1.6% | 1.74% | $270.5万 | 2.2万股 | $256.9万 | 2.3万股 | -1,325股-5.75% | 减仓 |
 谷歌AGOOGL |
| 1.25% | 1.1% | $211.5万 | 5,919股 | $163.5万 | 5,686股 | +233股+4.10% | 加仓 |
| IiShares安硕信托IBDT |
| 1.17% | 1.3% | $197.5万 | 7.8万股 | $193.0万 | 7.6万股 | +2,031股+2.67% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.92% | 1.02% | $155.4万 | 1.5万股 | $151.1万 | 1.6万股 | -779股-4.87% | 减仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.85% | 1.2% | $144.5万 | 2.6万股 | $178.2万 | 2.8万股 | -1,982股-7.20% | 减仓 |
 美光科技MU |
| 0.68% | — | $115.4万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| IiShares安硕信托REET |
| 0.68% | 0.82% | $114.9万 | 4.2万股 | $121.3万 | 4.8万股 | -6,634股-13.75% | 减仓 |
 微软MSFT |
| 0.61% | 0.71% | $103.3万 | 2,770股 | $104.8万 | 2,833股 | -63股-2.22% | 减仓 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.6% | 0.53% | $100.8万 | 3.9万股 | $79.2万 | 2.6万股 | +1.2万股+47.21% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.49% | $99.0万 | 2,801股 | $73.0万 | 2,544股 | +257股+10.10% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.52% | 0.51% | $87.9万 | 4.0万股 | $76.0万 | 3.5万股 | +5,635股+16.24% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.44% | 0.47% | $74.6万 | 3.2万股 | $69.8万 | 3.0万股 | +2,199股+7.33% | 加仓 |
 GE VernovaGEV |
| 0.38% | — | $64.1万 | 546股 | $0 | 0股 | +546股 | 新买入 |
 AON SHS CL AAON |
| 0.38% | 0.58% | $64.1万 | 1,934股 | $85.6万 | 2,651股 | -717股-27.05% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.38% | $59.7万 | 1,823股 | $55.8万 | 1,896股 | -73股-3.85% | 减仓 |
 好市多COST |
| 0.33% | 0.4% | $55.5万 | 594股 | $59.1万 | 593股 | +1股+0.17% | 加仓 |
 帕兰提尔PLTR |
| 0.32% | 0.45% | $53.9万 | 4,620股 | $66.1万 | 4,520股 | +100股+2.21% | 加仓 |
 英伟达NVDA |
| 0.3% | 0.23% | $51.5万 | 2,571股 | $34.0万 | 1,951股 | +620股+31.78% | 加仓 |
 迪士尼DIS |
| 0.28% | 0.32% | $47.8万 | 4,970股 | $47.9万 | 4,970股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 0.27% | — | $45.5万 | 200股 | $0 | 0股 | +200股 | 新买入 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.25% | 0.25% | $42.7万 | 2.0万股 | $37.0万 | 1.8万股 | +2,795股+15.81% | 加仓 |
 AMD超威AMD |
| 0.24% | — | $41.1万 | 707股 | $0 | 0股 | +707股 | 新买入 |
| V先锋领航斯科茨代尔基金VONG |
| 0.19% | 0.24% | $32.6万 | 2,552股 | $35.6万 | 3,250股 | -698股-21.48% | 减仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.18% | 0.24% | $30.3万 | 6,647股 | $35.1万 | 6,647股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.17% | 0.17% | $29.0万 | 1,981股 | $25.4万 | 1,981股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.17% | — | $28.3万 | 1,124股 | $0 | 0股 | +1,124股 | 新买入 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.16% | 0.14% | $26.8万 | 1.1万股 | $20.9万 | 8,283股 | +2,348股+28.35% | 加仓 |
| IiShares安硕信托IEFA |
| 0.16% | 0.16% | $26.4万 | 2,730股 | $24.3万 | 2,687股 | +43股+1.60% | 加仓 |
| GGARMIN SHSGRMN |
| 0.16% | 0.17% | $26.3万 | 1,108股 | $25.7万 | 1,108股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.15% | — | $26.0万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| LLISTED FDS TRHLAL |
| 0.14% | — | $24.2万 | 3,390股 | $0 | 0股 | +3,390股 | 新买入 |
| IiShares安硕信托IWS |
| 0.14% | 0.16% | $23.8万 | 1,443股 | $24.2万 | 1,661股 | -218股-13.12% | 减仓 |
| IIBMIBM |
| 0.14% | 0.14% | $23.3万 | 829股 | $20.9万 | 865股 | -36股-4.16% | 减仓 |
 汽车地带AZO |
| 0.13% | 0.16% | $22.4万 | 70股 | $23.6万 | 70股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.13% | — | $21.6万 | 382股 | $0 | 0股 | +382股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.13% | 0.25% | $21.5万 | 2,499股 | $36.4万 | 834股 | +1,665股+199.64% | 加仓 |
