| IiShares安硕信托IVV |
| 28.45% | 28.19% | $1.15亿 | 15.4万股 | $1.02亿 | 15.5万股 | -1,870股-1.20% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 13.48% | 13.09% | $5,448.6万 | 43.9万股 | $4,718.6万 | 11.0万股 | +32.8万股+297.22% | 加仓 |
| IiShares安硕信托IWD |
| 8.82% | 9.13% | $3,565.0万 | 14.7万股 | $3,291.0万 | 15.4万股 | -6,523股-4.25% | 减仓 |
| IiShares安硕·COREIJR |
| 8.39% | 7.83% | $3,391.0万 | 22.9万股 | $2,823.9万 | 22.7万股 | +1,707股+0.75% | 加仓 |
| V先锋领航指数基金VOO |
| 5.73% | 5.02% | $2,316.7万 | 3.1万股 | $1,809.9万 | 3.1万股 | +133股+0.42% | 加仓 |
| IiShares安硕信托IEFA |
| 3.98% | 4.23% | $1,606.7万 | 16.6万股 | $1,525.2万 | 16.8万股 | -2,110股-1.25% | 减仓 |
| AAvantis·U SAVUV |
| 3.47% | 3.51% | $1,403.6万 | 11.2万股 | $1,266.3万 | 11.4万股 | -1,464股-1.28% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.45% | 2.47% | $990.6万 | 16.6万股 | $890.3万 | 16.5万股 | +1,432股+0.87% | 加仓 |
| IiShares安硕信托GVI |
| 1.97% | 1.96% | $796.0万 | 7.4万股 | $706.8万 | 6.7万股 | +7,509股+11.28% | 加仓 |
| IiShares比特币ETFIBIT |
| 1.91% | 2.33% | $770.9万 | 23.2万股 | $839.8万 | 21.7万股 | +1.5万股+7.15% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.91% | 2.25% | $770.0万 | 15.5万股 | $811.7万 | 15.9万股 | -4,567股-2.87% | 减仓 |
| IiShares安硕信托IEI |
| 1.87% | 2.15% | $755.2万 | 6.4万股 | $776.0万 | 6.5万股 | -1,107股-1.69% | 减仓 |
 AVANTIS INTLNGG |
| 1.81% | 1.94% | $730.5万 | 8.2万股 | $699.6万 | 8.2万股 | -482股-0.59% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.47% | 1.46% | $593.0万 | 8.3万股 | $527.0万 | 8.2万股 | +1,279股+1.56% | 加仓 |
 谷歌AGOOGL |
| 1.16% | 1.07% | $466.9万 | 1.3万股 | $384.5万 | 1.3万股 | -304股-2.27% | 减仓 |
 微软MSFT |
| 1.03% | 1.16% | $417.2万 | 1.1万股 | $419.2万 | 1.1万股 | -143股-1.26% | 减仓 |
 英伟达NVDA |
| 0.76% | 0.76% | $308.8万 | 1.5万股 | $273.4万 | 1.6万股 | -245股-1.56% | 减仓 |
 亚马逊AMZN |
| 0.76% | 0.76% | $307.1万 | 1.3万股 | $272.8万 | 1.3万股 | -227股-1.73% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.54% | $202.7万 | 2,715股 | $193.9万 | 2,982股 | -267股-8.95% | 减仓 |
| SSPDR道富系列信托SPYD |
| 0.48% | 0.51% | $192.7万 | 4.0万股 | $183.8万 | 4.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.44% | 0.44% | $179.1万 | 5,469股 | $160.3万 | 5,450股 | +19股+0.35% | 加仓 |
 美国运通AXP |
| 0.39% | 0.39% | $157.6万 | 4,658股 | $139.4万 | 4,609股 | +49股+1.06% | 加仓 |
 沃尔玛WMT |
| 0.37% | 0.46% | $149.6万 | 1.3万股 | $164.5万 | 1.3万股 | -25股-0.19% | 减仓 |
| IIBMIBM |
| 0.33% | 0.32% | $133.0万 | 4,728股 | $114.4万 | 4,721股 | +7股+0.15% | 加仓 |
 苹果AAPL |
| 0.32% | 0.31% | $129.9万 | 4,489股 | $113.3万 | 4,461股 | +28股+0.63% | 加仓 |
 德州仪器TXN |
| 0.29% | 0.21% | $115.8万 | 3,884股 | $75.1万 | 3,868股 | +16股+0.41% | 加仓 |
| C花旗集团C |
| 0.27% | 0.25% | $111.0万 | 7,931股 | $91.5万 | 8,067股 | -136股-1.69% | 减仓 |
| SSpaceXSPCX |
| 0.27% | — | $110.7万 | 6,481股 | $0 | 0股 | +6,481股 | 新买入 |
 Meta平台META |
| 0.27% | 0.31% | $109.9万 | 1,950股 | $110.4万 | 1,929股 | +21股+1.09% | 加仓 |
 PROGRESSIVEPGR |
| 0.26% | 0.27% | $105.8万 | 4,842股 | $98.2万 | 4,954股 | -112股-2.26% | 减仓 |
 可口可乐KO |
| 0.25% | 0.26% | $101.8万 | 1.3万股 | $93.0万 | 1.2万股 | +303股+2.48% | 加仓 |
 NETFLIXNFLX |
| 0.23% | 0.36% | $93.0万 | 1.3万股 | $128.4万 | 1.3万股 | -326股-2.44% | 减仓 |
 特斯拉TSLA |
| 0.23% | 0.23% | $91.7万 | 2,181股 | $83.2万 | 2,237股 | -56股-2.50% | 减仓 |
 VisaV |
| 0.23% | 0.22% | $90.9万 | 2,650股 | $80.8万 | 2,673股 | -23股-0.86% | 减仓 |
| S嘉信策略信托SCHD |
| 0.21% | <0.01% | $86.9万 | 2.7万股 | $1.7万 | 559股 | +2.7万股+4,807.16% | 加仓 |
 宝洁PG |
| 0.2% | 0.21% | $78.9万 | 5,404股 | $76.0万 | 5,258股 | +146股+2.78% | 加仓 |
 威瑞森VZ |
| 0.19% | 0.25% | $76.0万 | 1.8万股 | $91.6万 | 1.8万股 | -302股-1.65% | 减仓 |
 LOWES COS COMLOW |
| 0.18% | 0.21% | $72.3万 | 3,277股 | $74.9万 | 3,168股 | +109股+3.44% | 加仓 |
 摩根士丹利MS |
| 0.17% | 0.15% | $69.9万 | 3,343股 | $54.9万 | 3,333股 | +10股+0.30% | 加仓 |
 星巴克SBUX |
| 0.17% | 0.17% | $69.7万 | 6,817股 | $61.0万 | 6,804股 | +13股+0.19% | 加仓 |
| IiShares黄金信托IAU |
| 0.17% | 0.22% | $69.2万 | 9,169股 | $80.8万 | 9,169股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.17% | 0.18% | $69.2万 | 7,048股 | $66.4万 | 7,048股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.17% | 0.12% | $67.6万 | 5,754股 | $43.5万 | 5,600股 | +154股+2.75% | 加仓 |
 万事达MA |
| 0.16% | 0.17% | $64.2万 | 1,250股 | $62.4万 | 1,248股 | +2股+0.16% | 加仓 |
| IiShares安硕信托HYG |
| 0.14% | 0.15% | $55.2万 | 6,899股 | $54.9万 | 6,899股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.13% | 0.14% | $51.7万 | 1.6万股 | $50.7万 | 1.6万股 | -221股-1.40% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.13% | 0.13% | $51.1万 | 6,712股 | $46.0万 | 6,712股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.12% | 0.09% | $48.5万 | 1,166股 | $32.9万 | 1,213股 | -47股-3.87% | 减仓 |
 AMD超威AMD |
| 0.12% | 0.04% | $47.6万 | 819股 | $15.4万 | 759股 | +60股+7.91% | 加仓 |
 强生JNJ |
| 0.08% | 0.09% | $33.3万 | 1,309股 | $32.0万 | 1,308股 | +1股+0.08% | 加仓 |
