 ROCKET COS COM CL ARKT |
| 31.83% | 31.3% | $9,355.4万 | 594.0万股 | $8,464.4万 | 594.0万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 3.87% | 4.04% | $1,138.4万 | 13.8万股 | $1,091.2万 | 13.7万股 | +686股+0.50% | 加仓 |
| IiShares安硕信托IWY |
| 2.95% | 2.73% | $865.8万 | 3.0万股 | $738.5万 | 3.0万股 | +112股+0.38% | 加仓 |
| V先锋领航全球基金MGV |
| 2.34% | 2.29% | $688.7万 | 4.2万股 | $618.8万 | 4.3万股 | -554股-1.30% | 减仓 |
| IiShares安硕信托IWX |
| 2.3% | 2.31% | $675.8万 | 6.4万股 | $623.6万 | 6.7万股 | -3,035股-4.51% | 减仓 |
| IiShares安硕信托IWL |
| 2.24% | 2.17% | $657.5万 | 3.6万股 | $586.7万 | 3.7万股 | -1,010股-2.76% | 减仓 |
| NNEW YORK LIFE INVESTMENTS ETHFXI |
| 2.23% | 2.19% | $654.9万 | 17.2万股 | $590.8万 | 17.6万股 | -4,017股-2.28% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.19% | 2.14% | $645.2万 | 1.8万股 | $578.0万 | 1.8万股 | -535股-2.94% | 减仓 |
| F富达Covington信托FENI |
| 2.18% | 2.05% | $640.1万 | 15.9万股 | $554.5万 | 14.9万股 | +1.0万股+7.01% | 加仓 |
| IiShares安硕信托IMTM |
| 2.15% | 2.02% | $633.3万 | 11.9万股 | $547.2万 | 11.4万股 | +4,794股+4.21% | 加仓 |
| RROCKET COS |
| 2.01% | 1.98% | $590.3万 | 37.5万股 | $534.1万 | 37.5万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 2% | 1.84% | $588.5万 | 7.3万股 | $498.8万 | 1.7万股 | +5.6万股+320.57% | 加仓 |
| V先锋领航指数基金VB |
| 1.9% | 1.72% | $557.9万 | 1.8万股 | $464.4万 | 1.8万股 | +675股+3.81% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.82% | 1.8% | $534.5万 | 6.5万股 | $485.5万 | 5.9万股 | +6,003股+10.23% | 加仓 |
| IiShares安硕信托IEI |
| 1.78% | 0.89% | $524.3万 | 4.5万股 | $241.2万 | 2.0万股 | +2.4万股+119.56% | 加仓 |
| IiShares安硕信托ICSH |
| 1.77% | — | $520.5万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.73% | — | $509.2万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| V先锋领航指数基金VUG |
| 1.56% | 1.48% | $458.0万 | 5.3万股 | $401.4万 | 9,189股 | +4.4万股+478.67% | 加仓 |
| IiShares安硕信托IQLT |
| 1.54% | 1.49% | $453.8万 | 9.2万股 | $402.2万 | 8.7万股 | +4,602股+5.29% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.54% | 1.47% | $451.9万 | 4.4万股 | $396.2万 | 4.1万股 | +2,518股+6.08% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.52% | 1.51% | $446.0万 | 4.7万股 | $409.2万 | 4.3万股 | +4,285股+9.99% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 1.49% | 1.44% | $437.0万 | 6.0万股 | $389.2万 | 6.4万股 | -4,759股-7.39% | 减仓 |
| S嘉信策略信托SCHF |
| 1.45% | 1.43% | $427.3万 | 15.4万股 | $385.9万 | 15.6万股 | -1,668股-1.07% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.43% | 1.33% | $419.6万 | 12.4万股 | $360.8万 | 12.4万股 | +147股+0.12% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.39% | 1.51% | $408.0万 | 2.1万股 | $407.1万 | 2.2万股 | -1,448股-6.55% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.36% | 1.45% | $400.7万 | 10.1万股 | $391.9万 | 10.2万股 | -1,439股-1.40% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.27% | 1% | $374.1万 | 2.6万股 | $270.9万 | 2.1万股 | +4,407股+20.84% | 加仓 |
| V先锋领航指数基金VOO |
| 1.25% | 1.14% | $368.6万 | 5,005股 | $308.5万 | 5,345股 | -340股-6.36% | 减仓 |
| IiShares黄金信托IAU |
| 1.1% | 1.33% | $324.2万 | 4.3万股 | $360.5万 | 4.1万股 | +2,052股+5.02% | 加仓 |
| V先锋领航指数基金VTV |
| 1.08% | 1.1% | $316.3万 | 1.5万股 | $296.4万 | 1.5万股 | -595股-3.94% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.96% | 0.93% | $281.2万 | 3.2万股 | $251.7万 | 6,851股 | +2.5万股+366.82% | 加仓 |
| GGlobal X基金PAVE |
| 0.82% | — | $240.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.77% | 0.9% | $227.4万 | 11.8万股 | $243.2万 | 12.8万股 | -1.0万股-7.90% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.76% | 0.91% | $224.2万 | 4.8万股 | $246.7万 | 5.3万股 | -4,642股-8.83% | 减仓 |
| FFLEXSHARES TRTDTF |
| 0.73% | — | $214.1万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.7% | 0.69% | $205.3万 | 5.7万股 | $185.4万 | 5.6万股 | +370股+0.66% | 加仓 |
 苹果AAPL |
| 0.7% | 0.7% | $205.0万 | 7,083股 | $188.7万 | 7,435股 | -352股-4.73% | 减仓 |
 英伟达NVDA |
| 0.68% | 0.61% | $200.9万 | 1.0万股 | $164.2万 | 9,416股 | +626股+6.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.63% | 0.2% | $184.0万 | 5,207股 | $54.6万 | 1,903股 | +3,304股+173.62% | 加仓 |
 微软MSFT |
| 0.49% | 0.54% | $144.5万 | 3,875股 | $145.7万 | 3,936股 | -61股-1.55% | 减仓 |
 应用材料AMAT |
| 0.47% | 0.27% | $138.3万 | 1,913股 | $72.2万 | 2,112股 | -199股-9.42% | 减仓 |
 谷歌AGOOG |
| 0.42% | — | $123.7万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
| IiShares安硕·CMBS ETFCMBS |
| 0.36% | — | $107.0万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 SIMON PPTY NEW COMSPG |
| 0.35% | 0.32% | $104.3万 | 4,664股 | $86.1万 | 4,618股 | +46股+1.00% | 加仓 |
 亚马逊AMZN |
| 0.29% | 0.27% | $86.5万 | 3,628股 | $73.9万 | 3,548股 | +80股+2.25% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.25% | $83.0万 | 2,323股 | $67.4万 | 2,345股 | -22股-0.94% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.27% | 0.33% | $78.6万 | 1.6万股 | $90.1万 | 1.8万股 | -2,526股-13.99% | 减仓 |
| IiShares安硕信托IUSB |
| 0.26% | 3.27% | $77.2万 | 1.7万股 | $883.0万 | 19.1万股 | -17.4万股-91.25% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.25% | $73.3万 | 1,465股 | $67.4万 | 1,406股 | +59股+4.20% | 加仓 |
| IiShares安硕信托ITOT |
| 0.23% | 0.23% | $67.6万 | 4,129股 | $61.3万 | 4,337股 | -208股-4.80% | 减仓 |
