| IiShares安硕信托AGG |
| 17.87% | 20.15% | $5,683.8万 | 57.4万股 | $5,716.7万 | 57.6万股 | -1,631股-0.28% | 减仓 |
| V先锋领航指数基金VTV |
| 17.63% | 18.08% | $5,608.2万 | 25.7万股 | $5,127.3万 | 26.1万股 | -3,992股-1.53% | 减仓 |
| V先锋领航指数基金VUG |
| 15.9% | 18.03% | $5,057.7万 | 58.7万股 | $5,113.2万 | 11.7万股 | +47.0万股+401.57% | 加仓 |
| I景顺QQQ信托VOO |
| 10.26% | 6.39% | $3,264.7万 | 4.4万股 | $1,812.7万 | 3.1万股 | +1.3万股+41.17% | 加仓 |
| SSPDR道富指数基金SPEM |
| 6.99% | 7.11% | $2,224.1万 | 43.0万股 | $2,017.7万 | 43.0万股 | -581股-0.14% | 减仓 |
| I景顺交易所交易基金IIIDHQ |
| 5.66% | 4.91% | $1,800.4万 | 41.2万股 | $1,392.7万 | 39.4万股 | +1.8万股+4.60% | 加仓 |
 谷歌AGOOGL |
| 4.39% | 4.05% | $1,395.9万 | 3.9万股 | $1,148.3万 | 4.0万股 | -873股-2.19% | 减仓 |
 苹果AAPL |
| 3.44% | 3.42% | $1,094.4万 | 3.8万股 | $968.7万 | 3.8万股 | -350股-0.92% | 减仓 |
 微软MSFT |
| 3.3% | 3.64% | $1,049.8万 | 2.8万股 | $1,033.5万 | 2.8万股 | +224股+0.80% | 加仓 |
 亚马逊AMZN |
| 2.54% | 2.49% | $808.7万 | 3.4万股 | $707.0万 | 3.4万股 | -14股-0.04% | 减仓 |
| IiShares安硕信托IMCG |
| 1.93% | 1.65% | $614.5万 | 6.3万股 | $467.2万 | 5.9万股 | +3,205股+5.40% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.89% | 2.18% | $601.6万 | 3.8万股 | $617.9万 | 4.2万股 | -3,653股-8.76% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.4% | 1.48% | $444.6万 | 8,886股 | $419.2万 | 8,748股 | +138股+1.58% | 加仓 |
 嘉信理财SCHW |
| 0.92% | 1.05% | $293.8万 | 3.2万股 | $298.0万 | 3.2万股 | +133股+0.42% | 加仓 |
 英伟达NVDA |
| 0.68% | 0.66% | $217.7万 | 1.1万股 | $187.9万 | 1.1万股 | +109股+1.01% | 加仓 |
 好市多COST |
| 0.48% | 0.58% | $153.0万 | 1,635股 | $163.9万 | 1,645股 | -10股-0.61% | 减仓 |
 BLUE OWL CAP CORPOBDC |
| 0.41% | 0.47% | $130.2万 | 12.0万股 | $132.5万 | 12.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.39% | 0.45% | $124.7万 | 2,214股 | $128.3万 | 2,242股 | -28股-1.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.3% | $102.3万 | 2,895股 | $84.4万 | 2,942股 | -47股-1.60% | 减仓 |
 特斯拉TSLA |
| 0.29% | 0.29% | $92.6万 | 2,202股 | $83.1万 | 2,235股 | -33股-1.48% | 减仓 |
 思科CSCO |
| 0.26% | 0.19% | $83.3万 | 7,096股 | $53.9万 | 6,947股 | +149股+2.14% | 加仓 |
 AMD超威AMD |
| 0.25% | 0.09% | $78.7万 | 1,355股 | $26.2万 | 1,290股 | +65股+5.04% | 加仓 |
 BROWN & BROWN COMBRO |
| 0.22% | 0.25% | $69.7万 | 1.1万股 | $70.8万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.2% | 0.17% | $64.5万 | 5,395股 | $47.1万 | 674股 | +4,721股+700.45% | 加仓 |
 美光科技MU |
| 0.19% | — | $60.1万 | 521股 | $0 | 0股 | +521股 | 新买入 |
 星巴克SBUX |
| 0.18% | 0.18% | $56.8万 | 5,559股 | $49.9万 | 5,572股 | -13股-0.23% | 减仓 |
 波音BA |
| 0.17% | 0.17% | $53.1万 | 2,452股 | $48.8万 | 2,452股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.15% | 0.16% | $48.6万 | 2,055股 | $44.2万 | 2,055股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.15% | 0.13% | $47.8万 | 696股 | $36.5万 | 610股 | +86股+14.10% | 加仓 |
 强生JNJ |
| 0.15% | 0.16% | $46.7万 | 1,841股 | $45.0万 | 1,839股 | +2股+0.11% | 加仓 |
 VisaV |
| 0.14% | 0.14% | $45.3万 | 1,320股 | $38.8万 | 1,284股 | +36股+2.80% | 加仓 |
| G通用动力VTI |
| 0.13% | 0.12% | $40.3万 | 1,090股 | $35.0万 | 1,090股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 0.12% | 0.15% | $38.6万 | 4,939股 | $42.8万 | 4,939股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 0.11% | 0.12% | $33.6万 | 1,579股 | $34.2万 | 1,579股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.1% | 0.1% | $31.9万 | 882股 | $29.8万 | 846股 | +36股+4.26% | 加仓 |
 应用材料AMAT |
| 0.1% | — | $30.7万 | 425股 | $0 | 0股 | +425股 | 新买入 |
 BlockXYZ |
| 0.09% | 0.08% | $30.2万 | 3,970股 | $23.9万 | 3,970股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.09% | — | $28.3万 | 3,959股 | $0 | 0股 | +3,959股 | 新买入 |
 卡特彼勒CAT |
| 0.09% | — | $27.3万 | 256股 | $0 | 0股 | +256股 | 新买入 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.08% | — | $25.5万 | 893股 | $0 | 0股 | +893股 | 新买入 |
 摩根大通JPM |
| 0.08% | 0.08% | $24.0万 | 733股 | $21.6万 | 733股 | 00.00% | 持仓不变 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.07% | 0.07% | $22.9万 | 2,543股 | $20.1万 | 2,543股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.07% | — | $21.1万 | 277股 | $0 | 0股 | +277股 | 新买入 |
 沃尔玛WMT |
| 0.06% | 0.08% | $20.2万 | 1,787股 | $22.2万 | 1,787股 | 00.00% | 持仓不变 |
| FFIRST NORTHWEST BANCORPFNWB |
| 0.04% | 0.04% | $14.2万 | 1.3万股 | $11.4万 | 1.3万股 | 00.00% | 持仓不变 |
