| I景顺交易所交易基金信托RSP |
| 14.49% | 14.17% | $3,092.7万 | 14.5万股 | $2,612.9万 | 13.6万股 | +9,209股+6.76% | 加仓 |
| IiShares安硕信托IVV |
| 14.22% | 13.57% | $3,035.9万 | 4.1万股 | $2,503.6万 | 3.8万股 | +2,211股+5.77% | 加仓 |
| V先锋领航·FTSEVEA |
| 14.03% | 13.94% | $2,994.0万 | 42.0万股 | $2,570.7万 | 40.1万股 | +1.9万股+4.74% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 13.64% | 14.1% | $2,911.1万 | 5.8万股 | $2,601.4万 | 5.4万股 | +3,891股+7.17% | 加仓 |
| V先锋领航债券指数基金BSV |
| 8.98% | 10.3% | $1,916.2万 | 24.6万股 | $1,899.3万 | 24.2万股 | +3,724股+1.54% | 加仓 |
| V先锋领航债券指数基金BIV |
| 5.58% | 6.36% | $1,192.1万 | 15.5万股 | $1,173.1万 | 15.2万股 | +3,420股+2.25% | 加仓 |
| IiShares安硕·COREIJR |
| 4.39% | 4.01% | $936.8万 | 6.3万股 | $740.1万 | 6.0万股 | +3,629股+6.10% | 加仓 |
| IiShares安硕·COREIJH |
| 4.14% | 3.94% | $883.2万 | 11.5万股 | $727.3万 | 10.8万股 | +6,831股+6.34% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.51% | 3.5% | $749.7万 | 12.6万股 | $645.0万 | 11.9万股 | +6,268股+5.25% | 加仓 |
| IiShares安硕信托TIP |
| 2.3% | 2.4% | $491.5万 | 4.5万股 | $442.8万 | 4.0万股 | +4,796股+11.95% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.27% | 2.24% | $485.1万 | 6,496股 | $413.1万 | 6,351股 | +145股+2.28% | 加仓 |
| IiShares安硕信托GVI |
| 1.1% | 1.26% | $234.5万 | 2.2万股 | $232.9万 | 2.2万股 | -156股-0.71% | 减仓 |
 苹果AAPL |
| 1.04% | 1.05% | $222.9万 | 7,704股 | $194.0万 | 7,645股 | +59股+0.77% | 加仓 |
| IiShares安硕信托ITOT |
| 1.02% | 1.02% | $216.9万 | 1.3万股 | $188.0万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 1% | 1.11% | $214.5万 | 2.2万股 | $204.7万 | 2.2万股 | +455股+2.09% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.96% | 1.07% | $204.4万 | 2.1万股 | $197.6万 | 2.1万股 | +566股+2.74% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.73% | 0.72% | $155.0万 | 5,158股 | $132.6万 | 5,348股 | -190股-3.55% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.7% | 0.78% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.67% | 0.13% | $142.8万 | 2,080股 | $24.9万 | 417股 | +1,663股+398.80% | 加仓 |
| SSEI EXCHANGE TRADED FUNDSLEND |
| 0.5% | — | $107.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.46% | 0.54% | $97.4万 | 9,373股 | $99.2万 | 1.0万股 | -845股-8.27% | 减仓 |
 英伟达NVDA |
| 0.36% | 0.36% | $76.7万 | 3,832股 | $66.8万 | 3,832股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 0.27% | 0.25% | $57.5万 | 3,386股 | $45.3万 | 3,693股 | -307股-8.31% | 减仓 |
| IiShares安硕信托EEM |
| 0.22% | 0.21% | $46.3万 | 6,767股 | $38.2万 | 6,729股 | +38股+0.56% | 加仓 |
| SSPDR黄金信托GLD |
| 0.2% | 0.28% | $41.8万 | 1,136股 | $51.2万 | 1,190股 | -54股-4.54% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 0.2% | — | $41.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕·ESGEFA |
| 0.19% | 0.2% | $39.8万 | 3,869股 | $36.9万 | 3,857股 | +12股+0.31% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.17% | 0.19% | $36.1万 | 4,314股 | $34.9万 | 4,647股 | -333股-7.17% | 减仓 |
| IiShares安硕信托AGG |
| 0.16% | 0.18% | $33.9万 | 3,422股 | $34.0万 | 3,422股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.15% | 0.16% | $32.9万 | 519股 | $29.2万 | 519股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.15% | 0.15% | $32.5万 | 921股 | $28.5万 | 867股 | +54股+6.23% | 加仓 |
| IiShares安硕信托IWD |
| 0.15% | 0.18% | $32.4万 | 1,336股 | $33.1万 | 1,551股 | -215股-13.86% | 减仓 |
 美国运通AXP |
| 0.15% | 0.15% | $31.1万 | 918股 | $27.8万 | 918股 | 00.00% | 持仓不变 |
 希捷STX |
| 0.14% | — | $30.4万 | 315股 | $0 | 0股 | +315股 | 新买入 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.14% | 0.18% | $29.1万 | 6,400股 | $33.8万 | 6,400股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.13% | — | $28.2万 | 679股 | $0 | 0股 | +679股 | 新买入 |
| V先锋领航指数基金VB |
| 0.13% | 0.12% | $27.5万 | 907股 | $22.5万 | 859股 | +48股+5.59% | 加仓 |
 亚马逊AMZN |
| 0.13% | 0.13% | $26.9万 | 1,127股 | $23.5万 | 1,127股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.12% | $26.6万 | 752股 | $21.6万 | 751股 | +1股+0.13% | 加仓 |
 摩根士丹利MS |
| 0.12% | 0.11% | $26.1万 | 1,249股 | $20.6万 | 1,249股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.12% | 0.14% | $25.8万 | 2,338股 | $26.5万 | 2,730股 | -392股-14.36% | 减仓 |
| AAPPLOVINAPP |
| 0.12% | — | $25.8万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.12% | 0.12% | $25.7万 | 2,982股 | $21.7万 | 497股 | +2,485股+500.00% | 加仓 |
| S嘉信策略信托SCHF |
| 0.12% | 0.12% | $25.5万 | 9,207股 | $22.8万 | 9,207股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.11% | 0.11% | $24.1万 | 857股 | $20.8万 | 857股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.1% | 0.15% | $22.2万 | 1,626股 | $27.6万 | 1,626股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.1% | 0.14% | $21.4万 | 1,290股 | $26.7万 | 1,290股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.1% | — | $21.1万 | 559股 | $0 | 0股 | +559股 | 新买入 |
 谷歌AGOOGL |
| 0.1% | — | $20.7万 | 578股 | $0 | 0股 | +578股 | 新买入 |
| MMILESTONE PHARMACEUTICALS INMIST |
| 0.01% | 0.01% | $2.7万 | 2.0万股 | $2.4万 | 2.0万股 | 00.00% | 持仓不变 |
