| IiShares安硕信托IVV |
| 9.12% | 8.67% | $3,583.4万 | 4.8万股 | $3,057.1万 | 4.7万股 | +1,048股+2.24% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 4.39% | 4.97% | $1,724.3万 | 33.8万股 | $1,754.1万 | 37.8万股 | -4.0万股-10.48% | 减仓 |
| V先锋领航指数基金VOO |
| 3.36% | 3.59% | $1,321.6万 | 1.9万股 | $1,267.3万 | 2.1万股 | -1,966股-9.27% | 减仓 |
 苹果AAPL |
| 3.26% | 3.26% | $1,281.7万 | 4.4万股 | $1,150.9万 | 4.5万股 | -1,054股-2.32% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.9% | 4.6% | $1,140.9万 | 24.3万股 | $1,623.7万 | 34.5万股 | -10.2万股-29.52% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.51% | 2.85% | $984.4万 | 14.5万股 | $1,005.3万 | 17.3万股 | -2.8万股-16.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.12% | 2.51% | $834.6万 | 1.7万股 | $883.8万 | 1.8万股 | -1,764股-9.56% | 减仓 |
| AAvantis·U SAVUV |
| 2.12% | — | $834.3万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| IiShares安硕信托USMV |
| 2.02% | 2.29% | $794.0万 | 8.2万股 | $806.8万 | 8.7万股 | -4,687股-5.39% | 减仓 |
 英伟达NVDA |
| 1.82% | 1.66% | $716.0万 | 3.6万股 | $586.2万 | 3.4万股 | +2,172股+6.46% | 加仓 |
 谷歌AGOOGL |
| 1.67% | 1.48% | $654.8万 | 1.8万股 | $521.3万 | 1.8万股 | +195股+1.08% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.64% | — | $645.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| F富达·MERRIMACK STR TRFBND |
| 1.64% | — | $643.0万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
| J摩根大通交易所交易基金JQUA |
| 1.62% | 1.51% | $635.7万 | 8.8万股 | $532.6万 | 8.7万股 | +1,092股+1.26% | 加仓 |
| IiShares安硕信托SHYG |
| 1.58% | 1.72% | $621.1万 | 14.6万股 | $607.1万 | 14.3万股 | +2,965股+2.07% | 加仓 |
| V先锋领航指数基金VB |
| 1.56% | 1.37% | $614.0万 | 2.0万股 | $484.9万 | 1.9万股 | +1,742股+9.41% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.5% | 1.28% | $589.0万 | 1.7万股 | $451.5万 | 1.6万股 | +931股+5.92% | 加仓 |
 微软MSFT |
| 1.41% | 1.37% | $552.5万 | 1.5万股 | $484.6万 | 1.3万股 | +1,720股+13.14% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.38% | 1.36% | $541.3万 | 7.6万股 | $481.1万 | 7.5万股 | +884股+1.18% | 加仓 |
| V先锋领航指数基金VUG |
| 1.36% | 1.38% | $532.4万 | 6.2万股 | $486.5万 | 1.1万股 | +5.1万股+454.92% | 加仓 |
| IiShares安硕IEMG |
| 1.31% | 1.73% | $513.3万 | 6.2万股 | $609.8万 | 8.7万股 | -2.5万股-29.12% | 减仓 |
| IiShares安硕信托EFG |
| 1.29% | 0.51% | $508.3万 | 4.1万股 | $180.5万 | 1.6万股 | +2.5万股+152.01% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.29% | 1.24% | $506.2万 | 15.0万股 | $437.5万 | 15.0万股 | -611股-0.41% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.12% | 1.13% | $438.2万 | 5.1万股 | $400.0万 | 5.2万股 | -625股-1.20% | 减仓 |
 亚马逊AMZN |
| 1.09% | 0.96% | $426.3万 | 1.8万股 | $338.3万 | 1.6万股 | +1,645股+10.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.05% | 1.17% | $411.7万 | 5,514股 | $414.2万 | 6,369股 | -855股-13.42% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.03% | 1.01% | $402.8万 | 1.7万股 | $354.8万 | 1.6万股 | +525股+3.18% | 加仓 |
| IiShares安硕信托ITOT |
| 0.9% | 0.97% | $352.4万 | 2.1万股 | $341.5万 | 2.4万股 | -2,525股-10.53% | 减仓 |
| IiShares黄金信托IAU |
| 0.89% | 1.12% | $348.8万 | 4.6万股 | $395.7万 | 4.5万股 | +1,313股+2.93% | 加仓 |
| IiShares安硕信托EFV |
| 0.83% | 0.85% | $328.0万 | 4.3万股 | $301.4万 | 4.1万股 | +2,300股+5.67% | 加仓 |
| IiShares安硕·COREIJR |
| 0.83% | 0.76% | $324.2万 | 2.2万股 | $268.8万 | 2.2万股 | +234股+1.08% | 加仓 |
| IiShares安硕信托IVW |
| 0.81% | 0.9% | $316.5万 | 2.3万股 | $316.3万 | 2.8万股 | -4,948股-17.70% | 减仓 |
 辉瑞PFE |
| 0.79% | 1.04% | $310.2万 | 12.9万股 | $367.9万 | 13.1万股 | -2,213股-1.69% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.76% | 0.82% | $298.7万 | 8.2万股 | $290.0万 | 8.6万股 | -4,122股-4.80% | 减仓 |
| IiShares安硕信托EFAV |
| 0.76% | 0.88% | $298.3万 | 3.4万股 | $311.1万 | 3.4万股 | -39股-0.11% | 减仓 |
| SSTATE STREET ULTRA SHORTTERM BOND ETFULST |
| 0.71% | 0.88% | $278.2万 | 6.9万股 | $309.1万 | 7.6万股 | -7,500股-9.83% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.67% | 0.41% | $264.5万 | 9,261股 | $146.1万 | 7,020股 | +2,241股+31.92% | 加仓 |
 FIRST MERCHANTSFRME |
| 0.65% | 0.64% | $253.7万 | 5.8万股 | $225.0万 | 5.8万股 | -38股-0.07% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.62% | 0.89% | $243.6万 | 1.1万股 | $313.2万 | 1.5万股 | -4,105股-27.67% | 减仓 |
 雷神技术RTX |
| 0.58% | 0.66% | $227.2万 | 1.2万股 | $232.9万 | 1.2万股 | -99股-0.82% | 减仓 |
| IiShares安硕信托IUSB |
| 0.56% | 0.4% | $218.7万 | 4.7万股 | $142.9万 | 3.1万股 | +1.6万股+53.20% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.51% | 0.54% | $200.0万 | 2.4万股 | $190.6万 | 2.3万股 | +1,160股+5.03% | 加仓 |
| G高盛ETF信托GBIL |
| 0.5% | 0.56% | $198.1万 | 2.0万股 | $196.3万 | 2.0万股 | +189股+0.96% | 加仓 |
| IiShares安硕·COREIJH |
| 0.5% | 0.3% | $198.1万 | 2.6万股 | $107.4万 | 1.6万股 | +9,780股+61.49% | 加仓 |
 埃克森美孚XOM |
| 0.49% | 0.7% | $192.9万 | 1.4万股 | $245.6万 | 1.4万股 | -371股-2.56% | 减仓 |
 WP CAREYWPC |
| 0.49% | 0.53% | $190.5万 | 2.7万股 | $188.7万 | 2.8万股 | -1,114股-4.01% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.47% | 0.51% | $182.9万 | 7,253股 | $180.3万 | 9,941股 | -2,688股-27.04% | 减仓 |
| IiShares安硕信托ITA |
| 0.46% | 0.34% | $179.2万 | 7,393股 | $120.1万 | 5,492股 | +1,901股+34.61% | 加仓 |
 Meta平台META |
| 0.44% | 0.47% | $171.9万 | 3,052股 | $166.3万 | 2,907股 | +145股+4.99% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.43% | 0.48% | $169.6万 | 2.1万股 | $168.5万 | 2.1万股 | +197股+0.93% | 加仓 |
