| IiShares安硕·COREIJH |
| 13.64% | 14.02% | $2,695.0万 | 35.0万股 | $2,280.9万 | 33.8万股 | +1.2万股+3.48% | 加仓 |
| IiShares安硕信托IVW |
| 13.56% | 13.08% | $2,677.6万 | 19.5万股 | $2,128.3万 | 18.8万股 | +6,533股+3.47% | 加仓 |
| IiShares安硕信托IEFA |
| 12.21% | 13.14% | $2,411.5万 | 25.0万股 | $2,137.5万 | 23.6万股 | +1.4万股+5.75% | 加仓 |
| IiShares安硕·S&PIVE |
| 8.64% | 9.29% | $1,707.4万 | 7.5万股 | $1,510.5万 | 7.2万股 | +3,658股+5.11% | 加仓 |
| IiShares安硕信托IVV |
| 7.23% | 7.36% | $1,428.4万 | 1.9万股 | $1,196.6万 | 1.8万股 | +754股+4.12% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 5.82% | 6.07% | $1,149.5万 | 5.4万股 | $987.1万 | 5.1万股 | +2,590股+5.04% | 加仓 |
| IiShares安硕信托IBDY |
| 5.46% | 6.62% | $1,077.5万 | 41.9万股 | $1,077.4万 | 41.7万股 | +1,752股+0.42% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 3.41% | 3.36% | $672.8万 | 3.0万股 | $546.0万 | 2.9万股 | +1,617股+5.61% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.63% | 2.46% | $519.6万 | 1.3万股 | $400.0万 | 1.3万股 | +443股+3.48% | 加仓 |
 英伟达NVDA |
| 1.86% | 1.87% | $366.9万 | 1.8万股 | $304.9万 | 1.7万股 | +854股+4.89% | 加仓 |
 苹果AAPL |
| 1.8% | 1.92% | $354.7万 | 1.2万股 | $311.6万 | 1.2万股 | -17股-0.14% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.2% | 1.46% | $237.1万 | 10.9万股 | $236.8万 | 10.8万股 | +565股+0.52% | 加仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 1.19% | 1.44% | $235.1万 | 9.2万股 | $234.3万 | 9.1万股 | +390股+0.43% | 加仓 |
 微软MSFT |
| 1.05% | 1.16% | $206.7万 | 5,541股 | $188.7万 | 5,099股 | +442股+8.67% | 加仓 |
 亚马逊AMZN |
| 0.96% | 0.93% | $189.1万 | 7,935股 | $151.6万 | 7,277股 | +658股+9.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.74% | $160.5万 | 4,543股 | $119.8万 | 4,176股 | +367股+8.79% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 0.8% | — | $157.3万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| HHERITAGE INSURANCEHRTG |
| 0.79% | 0.97% | $156.6万 | 6.0万股 | $157.7万 | 6.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.78% | 0.71% | $153.9万 | 4,306股 | $116.0万 | 4,032股 | +274股+6.80% | 加仓 |
| AAMPLIFY ETF TRHACK |
| 0.63% | 0.54% | $125.4万 | 1.2万股 | $87.5万 | 1.2万股 | +296股+2.54% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.61% | 0.7% | $121.2万 | 2,960股 | $114.5万 | 3,211股 | -251股-7.82% | 减仓 |
| IiShares安硕信托ICLN |
| 0.53% | 0.56% | $104.9万 | 5.1万股 | $90.9万 | 5.0万股 | +1,502股+3.02% | 加仓 |
 博通AVGO |
| 0.53% | 0.42% | $104.4万 | 2,763股 | $68.6万 | 2,215股 | +548股+24.74% | 加仓 |
 AMD超威AMD |
| 0.51% | 0.21% | $99.8万 | 1,719股 | $33.7万 | 1,655股 | +64股+3.87% | 加仓 |
| IiShares安硕信托CMF |
| 0.47% | 0.48% | $93.8万 | 1.6万股 | $77.4万 | 1.4万股 | +2,662股+19.55% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.46% | 0.4% | $91.8万 | 3,214股 | $65.6万 | 3,154股 | +60股+1.90% | 加仓 |
 NETFLIXNFLX |
| 0.46% | 0.17% | $90.1万 | 1.3万股 | $27.5万 | 2,864股 | +9,759股+340.75% | 加仓 |
 CENTENE DEL COMCNC |
| 0.43% | — | $85.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 Meta平台META |
| 0.41% | 0.51% | $80.9万 | 1,436股 | $83.0万 | 1,450股 | -14股-0.97% | 减仓 |
 特斯拉TSLA |
| 0.37% | 0.39% | $73.8万 | 1,755股 | $63.4万 | 1,706股 | +49股+2.87% | 加仓 |
 埃克森美孚XOM |
| 0.37% | 0.52% | $72.8万 | 5,323股 | $85.2万 | 5,022股 | +301股+5.99% | 加仓 |
| SSELLAS LIFE SCIENCES ISLS |
| 0.34% | 0.12% | $66.3万 | 4.5万股 | $19.0万 | 4.5万股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.32% | 0.23% | $63.5万 | 969股 | $36.8万 | 960股 | +9股+0.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.32% | $62.4万 | 835股 | $51.8万 | 796股 | +39股+4.90% | 加仓 |
 美光科技MU |
| 0.31% | — | $61.2万 | 530股 | $0 | 0股 | +530股 | 新买入 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.29% | 0.23% | $58.1万 | 5,764股 | $37.5万 | 4,351股 | +1,413股+32.48% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.32% | $57.1万 | 1,142股 | $51.5万 | 1,075股 | +67股+6.23% | 加仓 |
 可口可乐KO |
| 0.28% | 0.31% | $56.2万 | 6,921股 | $50.5万 | 6,635股 | +286股+4.31% | 加仓 |
| T泰森食品TSN |
| 0.28% | — | $54.9万 | 9,588股 | $0 | 0股 | +9,588股 | 新买入 |
 礼来LLY |
| 0.28% | 0.21% | $54.4万 | 453股 | $34.7万 | 378股 | +75股+19.84% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.28% | $52.9万 | 1,617股 | $44.9万 | 1,525股 | +92股+6.03% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.27% | 0.37% | $52.8万 | 1.0万股 | $60.5万 | 1.0万股 | +100股+0.98% | 加仓 |
 史赛克SYK |
| 0.26% | 0.35% | $51.9万 | 1,649股 | $56.5万 | 1,720股 | -71股-4.13% | 减仓 |
| IiShares安硕信托IWY |
| 0.25% | 0.26% | $49.2万 | 1,694股 | $41.9万 | 1,682股 | +12股+0.71% | 加仓 |
 联合健康UNH |
| 0.24% | 0.17% | $47.6万 | 1,146股 | $27.9万 | 1,032股 | +114股+11.05% | 加仓 |
 雪佛龙CVX |
| 0.22% | 0.32% | $43.1万 | 2,601股 | $51.3万 | 2,480股 | +121股+4.88% | 加仓 |
 VisaV |
| 0.22% | 0.21% | $42.9万 | 1,251股 | $33.4万 | 1,106股 | +145股+13.11% | 加仓 |
| IiShares安硕信托PFF |
| 0.22% | 0.26% | $42.8万 | 1.4万股 | $42.5万 | 1.4万股 | +27股+0.19% | 加仓 |
| S道富SPHY |
| 0.22% | 0.25% | $42.5万 | 1.8万股 | $41.2万 | 1.8万股 | +451股+2.55% | 加仓 |
 NUVEEN S&P 500 DYNAMIC OVERWSPXX |
| 0.21% | 0.22% | $42.0万 | 2.3万股 | $36.2万 | 2.3万股 | -2股-0.01% | 减仓 |
