| IiShares安硕信托ITOT |
| 13.22% | 12.47% | $2,179.9万 | 13.3万股 | $1,890.0万 | 13.3万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 10.01% | 9.49% | $1,650.4万 | 2.2万股 | $1,438.0万 | 2.2万股 | -10股-0.05% | 减仓 |
| IiShares安硕信托IEFA |
| 5.22% | 5.33% | $861.2万 | 8.9万股 | $807.2万 | 8.9万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.77% | 2.78% | $456.3万 | 7.7万股 | $420.5万 | 7.1万股 | +6,750股+9.56% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.06% | 2.07% | $340.4万 | 2.2万股 | $313.0万 | 2.1万股 | +405股+1.92% | 加仓 |
 英伟达NVDA |
| 1.9% | 1.82% | $314.1万 | 1.6万股 | $276.1万 | 1.6万股 | -137股-0.87% | 减仓 |
 苹果AAPL |
| 1.88% | 1.8% | $310.1万 | 1.1万股 | $272.0万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 1.84% | 1.85% | $303.3万 | 3.4万股 | $280.8万 | 3.4万股 | +185股+0.54% | 加仓 |
| IiShares安硕信托AGG |
| 1.78% | 1.93% | $294.2万 | 3.0万股 | $292.8万 | 3.0万股 | +220股+0.75% | 加仓 |
 谷歌AGOOGL |
| 1.49% | 1.31% | $246.2万 | 6,888股 | $199.1万 | 6,923股 | -35股-0.51% | 减仓 |
 微软MSFT |
| 1.38% | 1.5% | $228.1万 | 6,116股 | $227.5万 | 6,146股 | -30股-0.49% | 减仓 |
 Meta平台META |
| 1.27% | 1.41% | $209.8万 | 3,724股 | $213.6万 | 3,734股 | -10股-0.27% | 减仓 |
 摩根大通JPM |
| 1.26% | 1.23% | $207.6万 | 6,342股 | $186.6万 | 6,342股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.21% | 1.12% | $199.8万 | 1.9万股 | $170.4万 | 1.8万股 | +1,687股+9.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.19% | 1.21% | $197.0万 | 3,936股 | $182.6万 | 3,811股 | +125股+3.28% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.12% | 1.01% | $185.0万 | 6,159股 | $153.4万 | 6,186股 | -27股-0.44% | 减仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 1.12% | 1.16% | $184.6万 | 2.4万股 | $175.7万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.08% | 1.06% | $178.2万 | 2,379股 | $160.8万 | 2,461股 | -82股-3.33% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.06% | 0.99% | $175.4万 | 2.3万股 | $150.7万 | 1.9万股 | +3,300股+17.17% | 加仓 |
 埃克森美孚XOM |
| 0.98% | 1.31% | $161.2万 | 1.2万股 | $199.2万 | 1.2万股 | +47股+0.40% | 加仓 |
 卡特彼勒CAT |
| 0.98% | 0.71% | $160.9万 | 1,511股 | $108.1万 | 1,526股 | -15股-0.98% | 减仓 |
 亚马逊AMZN |
| 0.97% | 0.93% | $160.3万 | 6,725股 | $140.9万 | 6,765股 | -40股-0.59% | 减仓 |
 思科CSCO |
| 0.96% | 0.69% | $158.6万 | 1.4万股 | $105.3万 | 1.4万股 | -70股-0.52% | 减仓 |
| C花旗集团C |
| 0.95% | 0.91% | $155.9万 | 1.1万股 | $138.5万 | 1.2万股 | -1,075股-8.80% | 减仓 |
 雪佛龙CVX |
| 0.89% | 1.21% | $146.8万 | 8,858股 | $183.2万 | 8,854股 | +4股+0.05% | 加仓 |
| BBANK OF AMERBAC |
| 0.81% | 0.74% | $133.8万 | 2.3万股 | $112.5万 | 2.3万股 | +400股+1.73% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.8% | 0.78% | $131.3万 | 2.2万股 | $118.9万 | 2.2万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.78% | 0.8% | $129.1万 | 1.0万股 | $121.2万 | 1.0万股 | -25股-0.25% | 减仓 |
 康明斯CMI |
| 0.77% | 0.63% | $126.6万 | 1,775股 | $95.5万 | 1,775股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.75% | 0.42% | $123.7万 | 4,100股 | $63.3万 | 430股 | +3,670股+853.49% | 加仓 |
 迪士尼DIS |
| 0.72% | 0.83% | $118.0万 | 1.2万股 | $125.1万 | 1.3万股 | -725股-5.59% | 减仓 |
 纽蒙特NEM |
| 0.63% | 0.79% | $103.3万 | 1.1万股 | $120.0万 | 1.1万股 | -25股-0.23% | 减仓 |
 通用动力GD |
| 0.57% | 0.61% | $94.8万 | 2,675股 | $91.8万 | 2,675股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.57% | 0.55% | $93.6万 | 3,441股 | $83.8万 | 3,456股 | -15股-0.43% | 减仓 |
 威瑞森VZ |
| 0.56% | 0.73% | $92.7万 | 2.2万股 | $109.9万 | 2.2万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.56% | 0.44% | $92.1万 | 1,250股 | $66.9万 | 1,159股 | +91股+7.85% | 加仓 |
 英特尔INTC |
| 0.56% | 0.33% | $91.6万 | 6,561股 | $49.6万 | 1.1万股 | -4,677股-41.62% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.52% | 0.52% | $86.4万 | 1.0万股 | $78.2万 | 9,455股 | +1,000股+10.58% | 加仓 |
| IiShares安硕信托IJK |
| 0.51% | 0.48% | $84.4万 | 7,181股 | $72.3万 | 7,181股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.51% | 0.52% | $84.1万 | 1.0万股 | $79.5万 | 1.0万股 | -100股-0.96% | 减仓 |
 沃尔玛WMT |
| 0.5% | 0.61% | $82.9万 | 7,319股 | $92.2万 | 7,419股 | -100股-1.35% | 减仓 |
| V先锋领航指数基金VOO |
| 0.5% | 0.5% | $82.3万 | 1,199股 | $75.8万 | 1,269股 | -70股-5.52% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.48% | 0.43% | $79.7万 | 4,464股 | $64.6万 | 4,464股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.48% | 0.47% | $79.5万 | 1,254股 | $70.9万 | 1,259股 | -5股-0.40% | 减仓 |
 QUANTA SVCSPWR |
| 0.48% | 0.39% | $78.5万 | 1,090股 | $59.8万 | 1,090股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.47% | 0.4% | $78.2万 | 2,093股 | $60.1万 | 2,118股 | -25股-1.18% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.46% | 0.52% | $76.6万 | 3,596股 | $78.8万 | 3,596股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.45% | 0.49% | $75.0万 | 5,115股 | $74.0万 | 5,125股 | -10股-0.20% | 减仓 |
 艺康ECL |
| 0.43% | 0.44% | $71.3万 | 2,559股 | $66.7万 | 2,509股 | +50股+1.99% | 加仓 |
 强生JNJ |
| 0.43% | 0.45% | $70.4万 | 2,773股 | $67.8万 | 2,773股 | 00.00% | 持仓不变 |
