| IiShares安硕·MSCI EAFE ETFEFA |
| 12.28% | 12.26% | $8,181.7万 | 78.8万股 | $7,654.6万 | 78.8万股 | -473股-0.06% | 减仓 |
| G通用动力VTI |
| 6.46% | 5.98% | $4,304.3万 | 11.6万股 | $3,731.9万 | 11.6万股 | -9股-0.01% | 减仓 |
| TTHE BALDWIN INSURANCE GRP INBWIN |
| 6.31% | 6.03% | $4,206.5万 | 158.3万股 | $3,768.3万 | 171.8万股 | -13.5万股-7.86% | 减仓 |
| V先锋领航STAR基金VXUS |
| 4.42% | 4.28% | $2,942.7万 | 34.4万股 | $2,669.8万 | 34.6万股 | -2,019股-0.58% | 减仓 |
 谷歌AGOOGL |
| 3.14% | 2.63% | $2,093.4万 | 5.9万股 | $1,642.4万 | 5.7万股 | +1,461股+2.56% | 加仓 |
 英伟达NVDA |
| 2.55% | 2.24% | $1,699.5万 | 8.5万股 | $1,398.8万 | 8.0万股 | +4,730股+5.90% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.47% | 2.18% | $1,646.7万 | 5.5万股 | $1,359.2万 | 5.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.22% | 2% | $1,479.7万 | 5.1万股 | $1,248.9万 | 4.9万股 | +1,927股+3.92% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.96% | 1.84% | $1,304.0万 | 8.3万股 | $1,149.5万 | 8.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.85% | 2.45% | $1,231.6万 | 9.0万股 | $1,528.2万 | 9.0万股 | +8股+0.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.85% | 1.62% | $1,230.0万 | 3.5万股 | $1,013.8万 | 3.5万股 | -530股-1.50% | 减仓 |
 亚马逊AMZN |
| 1.73% | 1.53% | $1,153.3万 | 4.8万股 | $956.2万 | 4.6万股 | +2,478股+5.40% | 加仓 |
 微软MSFT |
| 1.59% | 1.63% | $1,058.4万 | 2.8万股 | $1,016.3万 | 2.7万股 | +918股+3.34% | 加仓 |
 Meta平台META |
| 1.39% | 1.03% | $927.6万 | 1.6万股 | $642.9万 | 1.1万股 | +5,232股+46.56% | 加仓 |
| MMARINEMAXHZO |
| 0.99% | 0.78% | $659.2万 | 18.0万股 | $487.1万 | 18.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.98% | 0.95% | $654.0万 | 2.0万股 | $595.7万 | 2.0万股 | -272股-1.34% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.9% | 0.74% | $598.4万 | 8.4万股 | $461.3万 | 7.2万股 | +1.2万股+16.66% | 加仓 |
 强生JNJ |
| 0.72% | 0.76% | $482.7万 | 1.9万股 | $474.0万 | 1.9万股 | -387股-2.00% | 减仓 |
 AMD超威AMD |
| 0.72% | 0.26% | $482.5万 | 8,305股 | $160.5万 | 7,891股 | +414股+5.25% | 加仓 |
 博通AVGO |
| 0.71% | 0.54% | $475.3万 | 1.3万股 | $336.7万 | 1.1万股 | +1,704股+15.66% | 加仓 |
| V先锋领航指数基金VB |
| 0.68% | 0.63% | $455.9万 | 1.5万股 | $391.3万 | 1.5万股 | +100股+0.67% | 加仓 |
 高盛GS |
| 0.61% | 0.58% | $404.9万 | 4,003股 | $361.4万 | 4,272股 | -269股-6.30% | 减仓 |
| C花旗集团C |
| 0.59% | 0.5% | $392.2万 | 2.8万股 | $310.1万 | 2.7万股 | +677股+2.48% | 加仓 |
| CCHEMOURSCC |
| 0.59% | 0.6% | $389.9万 | 19.0万股 | $374.5万 | 17.0万股 | +2.0万股+11.77% | 加仓 |
| TTALOS ENERGYTALO |
| 0.58% | 0.76% | $387.4万 | 30.0万股 | $472.9万 | 30.0万股 | +20股+0.01% | 加仓 |
 特斯拉TSLA |
| 0.58% | 0.52% | $385.2万 | 9,160股 | $323.7万 | 8,709股 | +451股+5.18% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.58% | <0.01% | $383.4万 | 5.7万股 | $2.3万 | 360股 | +5.6万股+15,677.78% | 加仓 |
 美光科技MU |
| 0.57% | 0.16% | $379.0万 | 3,283股 | $102.6万 | 3,037股 | +246股+8.10% | 加仓 |
| HHERITAGE INSURANCEHRTG |
| 0.56% | 0.53% | $372.9万 | 14.3万股 | $333.0万 | 12.7万股 | +1.6万股+12.70% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.5% | 0.48% | $334.1万 | 5.6万股 | $301.7万 | 5.6万股 | +147股+0.26% | 加仓 |
 GE航空GE |
| 0.48% | 0.4% | $322.0万 | 8,617股 | $247.5万 | 8,711股 | -94股-1.08% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.47% | 0.47% | $312.0万 | 3.0万股 | $290.4万 | 3.0万股 | -26股-0.09% | 减仓 |
 德州仪器TXN |
| 0.47% | 0.32% | $311.3万 | 1.0万股 | $200.7万 | 1.0万股 | +103股+1.00% | 加仓 |
 思科CSCO |
| 0.46% | 0.31% | $306.0万 | 2.6万股 | $195.0万 | 2.5万股 | +919股+3.66% | 加仓 |
 VisaV |
| 0.46% | 0.44% | $305.5万 | 8,903股 | $273.5万 | 9,048股 | -145股-1.60% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.42% | $302.6万 | 6,047股 | $263.7万 | 5,502股 | +545股+9.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.42% | $302.3万 | 4,038股 | $264.6万 | 4,058股 | -20股-0.49% | 减仓 |
 PROGRESSIVEPGR |
| 0.45% | 0.44% | $300.9万 | 1.4万股 | $275.6万 | 1.4万股 | -131股-0.94% | 减仓 |
 AMGEN COMAMGN |
| 0.43% | 0.45% | $286.0万 | 7,897股 | $280.4万 | 7,969股 | -72股-0.90% | 减仓 |
| IiShares安硕信托ITOT |
| 0.43% | 0.4% | $283.5万 | 1.7万股 | $247.7万 | 1.8万股 | -195股-1.11% | 减仓 |
 诺和诺德NVO |
| 0.42% | 0.34% | $282.2万 | 5.9万股 | $213.8万 | 5.8万股 | +697股+1.20% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.42% | 0.39% | $277.4万 | 1.8万股 | $246.3万 | 1.8万股 | -128股-0.72% | 减仓 |
 雪佛龙CVX |
| 0.37% | 0.5% | $247.8万 | 1.5万股 | $315.2万 | 1.5万股 | -281股-1.84% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.37% | 0.38% | $247.5万 | 3.0万股 | $234.8万 | 3.0万股 | +454股+1.54% | 加仓 |
| BBANK OF AMERBAC |
| 0.37% | 0.34% | $247.3万 | 4.3万股 | $209.6万 | 4.3万股 | +407股+0.95% | 加仓 |
 GE VernovaGEV |
| 0.36% | 0.28% | $237.4万 | 2,020股 | $173.0万 | 1,981股 | +39股+1.97% | 加仓 |
 嘉信理财SCHW |
| 0.35% | 0.38% | $235.9万 | 2.6万股 | $239.0万 | 2.5万股 | +134股+0.53% | 加仓 |
| V先锋领航指数基金VOO |
| 0.34% | 0.31% | $227.0万 | 3,305股 | $193.5万 | 3,238股 | +67股+2.07% | 加仓 |
 优步UBER |
| 0.33% | 0.34% | $220.8万 | 3.1万股 | $211.3万 | 2.9万股 | +1,228股+4.18% | 加仓 |
 礼来LLY |
| 0.31% | 0.24% | $205.5万 | 1,713股 | $149.2万 | 1,622股 | +91股+5.61% | 加仓 |
