 3M COMMMM |
| 16.98% | — | $636.0万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| IiShares安硕·COREIJR |
| 12.39% | 15.17% | $464.1万 | 3.1万股 | $391.6万 | 3.2万股 | -207股-0.66% | 减仓 |
| IiShares安硕信托DVY |
| 7.86% | 11.07% | $294.5万 | 1.9万股 | $285.7万 | 1.9万股 | -32股-0.17% | 减仓 |
| IiShares安硕信托IJK |
| 7.01% | 8.71% | $262.7万 | 2.2万股 | $224.9万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 6.61% | 8.36% | $247.6万 | 3,306股 | $216.0万 | 3,306股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 5.19% | 6.76% | $194.5万 | 1.3万股 | $174.4万 | 1.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 5.03% | 6.4% | $188.4万 | 6,512股 | $165.3万 | 6,512股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 5.01% | — | $187.7万 | 5,313股 | $0 | 0股 | +5,313股 | 新买入 |
 微软MSFT |
| 4.8% | 6.91% | $179.9万 | 4,823股 | $178.5万 | 4,823股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.51% | 4.76% | $131.5万 | 1.3万股 | $122.9万 | 1.3万股 | +5股+0.04% | 加仓 |
 礼来LLY |
| 3.51% | 3.9% | $131.3万 | 1,095股 | $100.7万 | 1,095股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.46% | — | $92.1万 | 1,233股 | $0 | 0股 | +1,233股 | 新买入 |
 思科CSCO |
| 2.43% | — | $91.1万 | 7,756股 | $0 | 0股 | +7,756股 | 新买入 |
 摩根大通JPM |
| 2.16% | — | $81.0万 | 2,476股 | $0 | 0股 | +2,476股 | 新买入 |
| SSOLVENTUM COM SHSSOLV |
| 2.03% | — | $75.8万 | 9,831股 | $0 | 0股 | +9,831股 | 新买入 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 1.67% | — | $62.7万 | 1,892股 | $0 | 0股 | +1,892股 | 新买入 |
 联合健康UNH |
| 1.66% | — | $62.3万 | 1,499股 | $0 | 0股 | +1,499股 | 新买入 |
| C花旗集团C |
| 1.24% | 1.46% | $46.4万 | 3,315股 | $37.6万 | 3,315股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 1.14% | 1.36% | $42.8万 | 3,110股 | $35.2万 | 3,110股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.08% | 1.37% | $40.6万 | 1,703股 | $35.5万 | 1,703股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 1% | 1.3% | $37.6万 | 1,382股 | $33.5万 | 1,382股 | 00.00% | 持仓不变 |
 UGI NEWUGI |
| 0.9% | 1.38% | $33.8万 | 9,773股 | $35.6万 | 9,773股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.88% | 1.06% | $32.9万 | 4,810股 | $27.3万 | 4,810股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.87% | 1.21% | $32.7万 | 653股 | $31.3万 | 653股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.69% | 0.92% | $25.7万 | 1,130股 | $23.9万 | 1,130股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.67% | 0.95% | $25.1万 | 500股 | $24.6万 | 500股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.63% | — | $23.4万 | 1,824股 | $0 | 0股 | +1,824股 | 新买入 |
 波音BA |
| 0.55% | — | $20.7万 | 958股 | $0 | 0股 | +958股 | 新买入 |
