| IiShares安硕信托AOA |
| 38.52% | 1.07% | $2.14亿 | 219.4万股 | $222.3万 | 219.4万股 | +2股+0.00% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 16.03% | — | $8,910.5万 | 56.8万股 | $0 | 0股 | +56.8万股 | 新买入 |
| IiShares安硕·S&PIUSG |
| 5.47% | 11.26% | $3,040.1万 | 16.2万股 | $2,331.5万 | 15.0万股 | +1.1万股+7.53% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 4.68% | 10.48% | $2,602.0万 | 18.3万股 | $2,170.5万 | 17.3万股 | +9,918股+5.72% | 加仓 |
 英伟达NVDA |
| 2.73% | 6.41% | $1,517.5万 | 7.6万股 | $1,327.4万 | 7.6万股 | -273股-0.36% | 减仓 |
| V先锋领航指数基金VOT |
| 2.63% | 5.49% | $1,462.0万 | 4.8万股 | $1,135.8万 | 4.4万股 | +3,595股+8.15% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.63% | 3.77% | $904.0万 | 12.7万股 | $780.8万 | 12.2万股 | +5,033股+4.13% | 加仓 |
 苹果AAPL |
| 1.51% | 3.59% | $840.4万 | 2.9万股 | $743.3万 | 2.9万股 | -245股-0.84% | 减仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 1.37% | 3.29% | $763.4万 | 7.5万股 | $682.0万 | 7.3万股 | +2,183股+2.98% | 加仓 |
| G高盛ETF信托GBIL |
| 1.33% | 3.6% | $737.2万 | 7.4万股 | $744.9万 | 7.4万股 | -745股-1.00% | 减仓 |
| IiShares安硕信托ISCG |
| 1.32% | 2.76% | $734.5万 | 11.2万股 | $572.3万 | 10.4万股 | +7,633股+7.31% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.22% | 2.92% | $679.6万 | 8.3万股 | $604.4万 | 7.7万股 | +5,518股+7.16% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.04% | 1.98% | $579.7万 | 6.0万股 | $409.6万 | 5.1万股 | +9,249股+18.20% | 加仓 |
| IiShares安硕信托IVV |
| 0.97% | 2.29% | $539.5万 | 7,204股 | $473.6万 | 7,251股 | -47股-0.65% | 减仓 |
| V先锋领航指数基金VUG |
| 0.97% | 2.2% | $539.4万 | 6.3万股 | $456.1万 | 1.0万股 | +5.2万股+499.66% | 加仓 |
| V先锋领航指数基金VTV |
| 0.91% | 2.19% | $504.8万 | 2.3万股 | $453.3万 | 2.3万股 | +61股+0.26% | 加仓 |
| V先锋领航指数基金VOO |
| 0.89% | 1.88% | $497.1万 | 6,751股 | $388.5万 | 6,732股 | +19股+0.28% | 加仓 |
| IiShares安硕·COREIJR |
| 0.77% | — | $428.5万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 1.66% | $424.1万 | 1.2万股 | $344.2万 | 1.2万股 | +4股+0.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 1.95% | $413.6万 | 8,265股 | $404.8万 | 8,447股 | -182股-2.15% | 减仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 0.72% | 1.77% | $402.3万 | 8.8万股 | $365.7万 | 8.1万股 | +7,366股+9.12% | 加仓 |
 亚马逊AMZN |
| 0.69% | 1.63% | $383.9万 | 1.6万股 | $337.5万 | 1.6万股 | -96股-0.59% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.63% | 1.4% | $350.1万 | 4,688股 | $290.4万 | 4,465股 | +223股+4.99% | 加仓 |
| V先锋领航·TOTALBND |
| 0.63% | 0.21% | $349.0万 | 4.8万股 | $42.7万 | 5,792股 | +4.2万股+725.35% | 加仓 |
 好市多COST |
| 0.62% | 1.8% | $346.5万 | 3,704股 | $372.5万 | 3,739股 | -35股-0.94% | 减仓 |
 礼来LLY |
| 0.56% | 1.09% | $310.3万 | 2,587股 | $225.0万 | 2,446股 | +141股+5.76% | 加仓 |
 摩根大通JPM |
| 0.55% | 1.33% | $305.3万 | 9,326股 | $275.1万 | 9,351股 | -25股-0.27% | 减仓 |
 微软MSFT |
| 0.53% | 1.39% | $295.2万 | 7,913股 | $288.5万 | 7,792股 | +121股+1.55% | 加仓 |
 PALO ALTOPANW |
| 0.44% | 0.61% | $246.9万 | 7,239股 | $127.3万 | 7,941股 | -702股-8.84% | 减仓 |
 谷歌AGOOGL |
| 0.4% | 0.82% | $223.4万 | 6,250股 | $169.5万 | 5,894股 | +356股+6.04% | 加仓 |
| IiShares安硕·COREIJH |
| 0.4% | — | $222.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.4% | 0.56% | $220.6万 | 3,443股 | $116.6万 | 3,549股 | -106股-2.99% | 减仓 |
 Meta平台META |
| 0.38% | 1.07% | $210.9万 | 3,745股 | $221.3万 | 3,868股 | -123股-3.18% | 减仓 |
| V先锋领航指数基金VBK |
| 0.3% | 0.65% | $166.6万 | 4,554股 | $134.0万 | 4,433股 | +121股+2.73% | 加仓 |
| I景顺交易所交易基金IIIDHQ |
| 0.3% | 0.6% | $165.8万 | 3.8万股 | $124.2万 | 3.5万股 | +2,836股+8.08% | 加仓 |
 美光科技MU |
| 0.27% | 0.22% | $152.3万 | 1,319股 | $45.0万 | 1,333股 | -14股-1.05% | 减仓 |
 强生JNJ |
| 0.27% | 0.68% | $150.4万 | 5,922股 | $140.4万 | 5,742股 | +180股+3.13% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.26% | 0.64% | $145.6万 | 8,048股 | $132.9万 | 8,039股 | +9股+0.11% | 加仓 |
| V先锋领航指数基金VB |
| 0.26% | 0.59% | $144.7万 | 4,775股 | $122.9万 | 4,691股 | +84股+1.79% | 加仓 |
| IiShares安硕信托SHYG |
| 0.24% | 0.55% | $133.7万 | 3.2万股 | $113.2万 | 2.7万股 | +4,760股+17.79% | 加仓 |
| IiShares安硕信托IEFA |
| 0.23% | 0.56% | $126.2万 | 1.3万股 | $116.7万 | 1.3万股 | +179股+1.39% | 加仓 |
 卡特彼勒CAT |
| 0.22% | 0.39% | $120.0万 | 1,127股 | $80.3万 | 1,133股 | -6股-0.53% | 减仓 |
 AMD超威AMD |
| 0.21% | 0.19% | $115.5万 | 1,988股 | $40.3万 | 1,980股 | +8股+0.40% | 加仓 |
 博通AVGO |
| 0.2% | 0.47% | $113.2万 | 2,996股 | $96.6万 | 3,121股 | -125股-4.01% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.2% | 0.48% | $110.6万 | 1.9万股 | $100.0万 | 1.8万股 | +27股+0.15% | 加仓 |
 ALTRIAMO |
| 0.17% | 0.42% | $95.1万 | 1.3万股 | $87.6万 | 1.3万股 | -66股-0.50% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.17% | 0.39% | $92.9万 | 2.7万股 | $80.5万 | 2.8万股 | -195股-0.71% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.16% | 0.39% | $91.6万 | 2.6万股 | $80.3万 | 2.6万股 | -4股-0.02% | 减仓 |
 VisaV |
| 0.16% | 0.44% | $91.2万 | 2,659股 | $91.1万 | 3,014股 | -355股-11.78% | 减仓 |
 ONEOKOKE |
| 0.16% | 0.44% | $88.0万 | 1.0万股 | $91.4万 | 1.0万股 | +15股+0.15% | 加仓 |
