| IiShares安硕信托IVV |
| 9.04% | 8.85% | $1,615.2万 | 2.2万股 | $1,368.1万 | 2.1万股 | +625股+2.98% | 加仓 |
| SSPDR道富系列信托SPYG |
| 6.13% | 5.67% | $1,095.0万 | 9.2万股 | $876.2万 | 8.9万股 | +2,534股+2.83% | 加仓 |
| IiShares安硕信托IEFA |
| 4.16% | 4.31% | $742.5万 | 7.7万股 | $665.5万 | 7.4万股 | +3,373股+4.59% | 加仓 |
 英伟达NVDA |
| 3.11% | 2.91% | $555.4万 | 2.8万股 | $449.1万 | 2.6万股 | +2,006股+7.79% | 加仓 |
| IiShares安硕IEMG |
| 3.06% | 2.91% | $546.4万 | 6.6万股 | $449.0万 | 6.4万股 | +1,587股+2.47% | 加仓 |
| S道富SPYV |
| 3.01% | 3.09% | $537.6万 | 8.8万股 | $477.4万 | 8.4万股 | +4,060股+4.81% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 2.99% | 3.02% | $535.0万 | 11.4万股 | $467.0万 | 11.0万股 | +4,117股+3.75% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.82% | 2.62% | $503.3万 | 11.9万股 | $405.0万 | 9.6万股 | +2.3万股+24.30% | 加仓 |
 苹果AAPL |
| 2.64% | 2.64% | $471.3万 | 1.6万股 | $407.8万 | 1.6万股 | +220股+1.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.38% | 2.48% | $424.9万 | 9.3万股 | $382.6万 | 8.4万股 | +9,542股+11.38% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.33% | 2.43% | $416.6万 | 8.0万股 | $375.1万 | 7.2万股 | +7,354股+10.18% | 加仓 |
| V先锋领航指数基金VOO |
| 2.25% | 2.32% | $401.8万 | 5,850股 | $358.6万 | 6,000股 | -150股-2.50% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 1.87% | 2.33% | $333.8万 | 6.5万股 | $359.5万 | 6.1万股 | +4,481股+7.36% | 加仓 |
 微软MSFT |
| 1.69% | 1.82% | $302.3万 | 8,105股 | $281.9万 | 7,615股 | +490股+6.43% | 加仓 |
 可口可乐KO |
| 1.61% | 1.73% | $287.2万 | 3.5万股 | $267.6万 | 3.5万股 | +161股+0.46% | 加仓 |
| IiShares安硕信托AGG |
| 1.52% | 1.68% | $272.0万 | 2.7万股 | $260.2万 | 2.6万股 | +1,277股+4.87% | 加仓 |
 iShares安硕·MBSACGL |
| 1.38% | 1.51% | $245.9万 | 2.6万股 | $233.9万 | 2.5万股 | +1,378股+5.59% | 加仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 1.35% | 1.16% | $240.8万 | 2.0万股 | $179.0万 | 1.8万股 | +1,276股+6.97% | 加仓 |
 谷歌AGOOGL |
| 1.3% | 1.26% | $232.6万 | 6,510股 | $194.0万 | 6,747股 | -237股-3.51% | 减仓 |
| G通用动力VTI |
| 1.24% | 1.24% | $221.3万 | 5,980股 | $191.6万 | 5,972股 | +8股+0.13% | 加仓 |
| F富达Covington信托FESM |
| 1.05% | 0.92% | $188.4万 | 3.9万股 | $141.8万 | 3.7万股 | +1,697股+4.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.05% | 1.18% | $187.8万 | 3,754股 | $182.1万 | 3,800股 | -46股-1.21% | 减仓 |
| IiShares安硕信托DGRO |
| 1.03% | 1.01% | $184.9万 | 2.4万股 | $155.8万 | 2.2万股 | +2,184股+9.84% | 加仓 |
 亚马逊AMZN |
| 1.02% | 0.98% | $181.6万 | 7,620股 | $151.5万 | 7,274股 | +346股+4.76% | 加仓 |
| IiShares安硕·COREIJH |
| 0.95% | 0.9% | $170.1万 | 2.2万股 | $138.8万 | 2.1万股 | +1,501股+7.30% | 加仓 |
 博通AVGO |
| 0.94% | 0.72% | $168.6万 | 4,463股 | $112.0万 | 3,620股 | +843股+23.29% | 加仓 |
| IiShares安硕·COREIJR |
| 0.94% | 0.92% | $167.2万 | 1.1万股 | $142.1万 | 1.1万股 | -154股-1.35% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.91% | 0.92% | $162.7万 | 3.0万股 | $142.0万 | 2.9万股 | +1,574股+5.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.73% | $156.3万 | 4,425股 | $113.3万 | 3,951股 | +474股+12.00% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.82% | 0.91% | $147.4万 | 3.1万股 | $139.9万 | 2.9万股 | +1,651股+5.65% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.7% | 0.5% | $125.5万 | 2.4万股 | $76.7万 | 2.3万股 | +520股+2.23% | 加仓 |
 Meta平台META |
| 0.69% | 0.79% | $123.6万 | 2,195股 | $122.1万 | 2,135股 | +60股+2.81% | 加仓 |
 帕卡PCAR |
| 0.67% | 0.75% | $120.6万 | 1.0万股 | $116.0万 | 1.0万股 | -7股-0.07% | 减仓 |
 摩根大通JPM |
| 0.67% | 0.62% | $120.0万 | 3,665股 | $96.5万 | 3,279股 | +386股+11.77% | 加仓 |
 宝洁PG |
| 0.67% | 0.78% | $119.4万 | 8,142股 | $120.8万 | 8,363股 | -221股-2.64% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.65% | 0.66% | $116.2万 | 3.4万股 | $101.7万 | 3.5万股 | -579股-1.66% | 减仓 |
 礼来LLY |
| 0.63% | 0.63% | $113.0万 | 942股 | $97.5万 | 1,060股 | -118股-11.13% | 减仓 |
| IiShares安硕信托TLH |
| 0.63% | 0.64% | $112.1万 | 1.1万股 | $98.3万 | 9,760股 | +1,411股+14.46% | 加仓 |
| V先锋领航·TOTALBND |
| 0.62% | 0.64% | $111.7万 | 1.5万股 | $98.4万 | 1.3万股 | +1,844股+13.80% | 加仓 |
 VisaV |
| 0.62% | 0.66% | $111.4万 | 3,248股 | $101.9万 | 3,373股 | -125股-3.71% | 减仓 |
 强生JNJ |
| 0.62% | 0.76% | $110.8万 | 4,364股 | $117.8万 | 4,820股 | -456股-9.46% | 减仓 |
 特斯拉TSLA |
| 0.62% | 0.62% | $110.3万 | 2,622股 | $95.3万 | 2,564股 | +58股+2.26% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.58% | $102.4万 | 1,372股 | $89.2万 | 1,371股 | +1股+0.07% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.55% | 0.56% | $98.6万 | 3.4万股 | $86.4万 | 3.4万股 | -354股-1.03% | 减仓 |
| IiShares安硕信托STIP |
| 0.54% | 0.62% | $97.2万 | 9,518股 | $95.3万 | 9,209股 | +309股+3.36% | 加仓 |
| IiShares安硕信托GVI |
| 0.53% | 0.59% | $95.3万 | 8,857股 | $90.4万 | 8,518股 | +339股+3.98% | 加仓 |
| IiShares安硕信托IXUS |
| 0.52% | 0.6% | $93.6万 | 9,809股 | $93.5万 | 1.1万股 | -978股-9.07% | 减仓 |
| AABACUS FCF ETF TRABFL |
| 0.5% | 0.53% | $88.8万 | 1.0万股 | $81.7万 | 1.1万股 | -1,145股-9.97% | 减仓 |
 BROADSTONE NET LEASEBNL |
| 0.48% | 0.49% | $84.9万 | 4.1万股 | $75.0万 | 4.1万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.47% | 0.14% | $84.5万 | 732股 | $21.8万 | 646股 | +86股+13.31% | 加仓 |
