| SSPDR标普500 ETFSPY |
| 25.99% | 25.86% | $5,730.0万 | 7.7万股 | $4,990.0万 | 7.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 22.4% | 22% | $4,938.7万 | 7.2万股 | $4,245.6万 | 7.1万股 | +859股+1.21% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 13.2% | 13.95% | $2,909.5万 | 32.9万股 | $2,692.3万 | 32.7万股 | +2,000股+0.61% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 6.03% | 5.85% | $1,329.8万 | 25.4万股 | $1,129.8万 | 21.5万股 | +3.9万股+18.04% | 加仓 |
| PProShares信托NOBL |
| 4.48% | 4.83% | $987.9万 | 17.6万股 | $932.1万 | 8.8万股 | +8.8万股+100.00% | 加仓 |
| IiShares安硕IEMG |
| 3.83% | 3.6% | $845.0万 | 10.2万股 | $694.0万 | 10.0万股 | +2,500股+2.51% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.7% | 2.37% | $594.7万 | 5.8万股 | $457.3万 | 5.8万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.42% | 2.22% | $532.5万 | 1.5万股 | $428.5万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 2.32% | 2.65% | $512.0万 | 3.3万股 | $510.9万 | 3.7万股 | -4,313股-11.68% | 减仓 |
 壳牌SHEL |
| 2.26% | 1.57% | $498.6万 | 6.4万股 | $302.4万 | 6.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2.2% | 2.41% | $484.9万 | 9,690股 | $464.3万 | 9,690股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.87% | 2.17% | $412.8万 | 7,328股 | $419.3万 | 7,328股 | 00.00% | 持仓不变 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.6% | 1.67% | $351.6万 | 5.7万股 | $322.0万 | 5.6万股 | +783股+1.40% | 加仓 |
 美国运通AXP |
| 1.53% | 1.56% | $337.4万 | 9,974股 | $301.7万 | 9,974股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.18% | 1.34% | $260.6万 | 6,985股 | $258.6万 | 6,985股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.11% | 1.11% | $244.5万 | 8,449股 | $214.4万 | 8,449股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 1.01% | 1.31% | $221.9万 | 7,088股 | $252.5万 | 7,088股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.72% | 0.77% | $159.1万 | 2.0万股 | $148.9万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.68% | 0.64% | $150.2万 | 5,000股 | $124.0万 | 5,000股 | 00.00% | 持仓不变 |
 VisaV |
| 0.68% | 0.68% | $149.3万 | 4,351股 | $131.5万 | 4,351股 | 00.00% | 持仓不变 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.44% | 0.38% | $97.6万 | 5.8万股 | $74.1万 | 5.8万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.32% | 0.33% | $70.6万 | 1.2万股 | $63.9万 | 1.2万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.32% | 0.47% | $70.6万 | 1.7万股 | $90.8万 | 1.7万股 | 00.00% | 持仓不变 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.24% | — | $53.5万 | 3,544股 | $0 | 0股 | +3,544股 | 新买入 |
| I景顺交易所交易基金IIBKLN |
| 0.18% | 0.16% | $39.9万 | 2.0万股 | $30.0万 | 1.5万股 | +4,900股+33.33% | 加仓 |
| VVanEck ETF信托GDX |
| 0.15% | — | $32.3万 | 4,277股 | $0 | 0股 | +4,277股 | 新买入 |
| IiShares安硕信托ICSH |
| 0.09% | 0.1% | $20.2万 | 4,000股 | $20.3万 | 4,000股 | 00.00% | 持仓不变 |
| EETFS GOLD TRSGOL |
| 0.04% | — | $7.9万 | 2,075股 | $0 | 0股 | +2,075股 | 新买入 |
