| SSPDR标普500 ETFSPY |
| 6.56% | 6.23% | $1,023.3万 | 1.4万股 | $863.6万 | 1.3万股 | +424股+3.19% | 加仓 |
| S嘉信策略信托SCHD |
| 5.39% | 5.73% | $841.4万 | 26.5万股 | $794.4万 | 25.9万股 | +6,419股+2.48% | 加仓 |
| I景顺QQQ信托VOO |
| 3.09% | 2.65% | $481.4万 | 6,537股 | $367.5万 | 6,367股 | +170股+2.67% | 加仓 |
| IiShares安硕信托IVV |
| 3% | 3% | $467.8万 | 6,247股 | $415.4万 | 6,360股 | -113股-1.78% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.92% | 2.69% | $454.8万 | 3.6万股 | $373.6万 | 3.4万股 | +1,522股+4.47% | 加仓 |
 埃克森美孚XOM |
| 2.66% | 3.7% | $414.8万 | 3.0万股 | $513.7万 | 3.0万股 | +66股+0.22% | 加仓 |
| S道富SPHY |
| 2.05% | 2.27% | $319.5万 | 13.6万股 | $314.3万 | 13.5万股 | +1,509股+1.12% | 加仓 |
| IiShares安硕信托AGG |
| 1.99% | 2.26% | $311.0万 | 3.1万股 | $313.5万 | 3.2万股 | -161股-0.51% | 减仓 |
| V先锋领航指数基金VOO |
| 1.95% | 1.9% | $304.4万 | 4,432股 | $264.0万 | 4,418股 | +14股+0.32% | 加仓 |
| V先锋领航·TOTALBND |
| 1.91% | 2.08% | $297.5万 | 4.1万股 | $287.9万 | 3.9万股 | +1,431股+3.66% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.8% | 1.66% | $280.4万 | 8.3万股 | $229.5万 | 7.9万股 | +4,076股+5.17% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.58% | 1.61% | $246.7万 | 1.2万股 | $223.6万 | 1.2万股 | +352股+2.90% | 加仓 |
| IiShares安硕信托ICSH |
| 1.39% | 1.62% | $216.6万 | 4.3万股 | $225.0万 | 4.4万股 | -1,627股-3.66% | 减仓 |
| WWisdomTree·GLOBAL EX-U.S. QUALITY GROWTH FUNDDNL |
| 1.37% | 1.3% | $213.6万 | 4.6万股 | $180.3万 | 4.5万股 | +1,608股+3.60% | 加仓 |
| IInnovator ETF信托PSEP |
| 1.25% | 1.33% | $195.4万 | 4.2万股 | $183.8万 | 4.3万股 | -257股-0.60% | 减仓 |
| V先锋领航指数基金VBK |
| 1.25% | 1.14% | $195.1万 | 5,336股 | $157.8万 | 5,222股 | +114股+2.18% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.22% | 1.18% | $189.7万 | 7,809股 | $163.3万 | 7,517股 | +292股+3.88% | 加仓 |
 雪佛龙CVX |
| 1.19% | 1.67% | $185.9万 | 1.1万股 | $231.0万 | 1.1万股 | +52股+0.47% | 加仓 |
 谷歌AGOOGL |
| 1.19% | 1.03% | $185.8万 | 5,200股 | $143.0万 | 4,974股 | +226股+4.54% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.17% | 1.17% | $183.2万 | 1.8万股 | $162.8万 | 1.7万股 | +874股+5.21% | 加仓 |
| C花旗集团C |
| 1.17% | 1.08% | $182.5万 | 1.3万股 | $150.1万 | 1.3万股 | -198股-1.50% | 减仓 |
| V先锋领航指数基金VTV |
| 1.14% | 1.17% | $177.2万 | 8,131股 | $161.5万 | 8,234股 | -103股-1.25% | 减仓 |
 苹果AAPL |
| 1.1% | 1.05% | $172.0万 | 5,944股 | $145.4万 | 5,730股 | +214股+3.73% | 加仓 |
 TapestryTPR |
| 1.09% | 1.18% | $170.7万 | 1.2万股 | $163.7万 | 1.2万股 | +58股+0.50% | 加仓 |
 Meta平台META |
| 1.08% | 1.17% | $169.0万 | 3,001股 | $161.9万 | 2,830股 | +171股+6.04% | 加仓 |
 思科CSCO |
| 1.05% | 0.88% | $163.4万 | 1.4万股 | $122.7万 | 1.6万股 | -1,905股-12.05% | 减仓 |
| V先锋领航指数基金VOT |
| 1.02% | 0.91% | $159.6万 | 5,210股 | $126.8万 | 4,927股 | +283股+5.74% | 加仓 |
 英伟达NVDA |
| 1% | 0.9% | $156.5万 | 7,821股 | $124.2万 | 7,124股 | +697股+9.78% | 加仓 |
| SSPDR道富指数基金EWX |
| 0.97% | 0.93% | $151.6万 | 2.0万股 | $129.4万 | 2.0万股 | +835股+4.27% | 加仓 |
 福特F |
| 0.94% | 0.88% | $145.9万 | 10.5万股 | $121.8万 | 10.6万股 | -597股-0.57% | 减仓 |
 CVS健康CVS |
| 0.93% | 0.71% | $145.8万 | 1.4万股 | $98.9万 | 1.4万股 | +316股+2.29% | 加仓 |
| V先锋领航指数基金VUG |
| 0.91% | 0.87% | $141.4万 | 1.6万股 | $120.1万 | 2,750股 | +1.4万股+496.69% | 加仓 |
 亚马逊AMZN |
| 0.89% | 0.85% | $139.3万 | 5,843股 | $118.1万 | 5,668股 | +175股+3.09% | 加仓 |
 ALTRIAMO |
| 0.86% | 0.89% | $133.8万 | 1.9万股 | $123.6万 | 1.9万股 | -145股-0.77% | 减仓 |
 微软MSFT |
| 0.82% | 0.84% | $128.6万 | 3,448股 | $116.8万 | 3,156股 | +292股+9.25% | 加仓 |
| S嘉信·USSCHX |
| 0.82% | 0.84% | $127.8万 | 4.3万股 | $115.9万 | 4.5万股 | -1,779股-3.94% | 减仓 |
 特斯拉TSLA |
| 0.79% | 0.73% | $123.3万 | 2,931股 | $101.9万 | 2,740股 | +191股+6.97% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.76% | 0.81% | $119.0万 | 5,242股 | $112.2万 | 5,316股 | -74股-1.39% | 减仓 |
 爱迪生国际EIX |
| 0.75% | 0.82% | $117.6万 | 1.6万股 | $113.9万 | 1.6万股 | +241股+1.55% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.74% | 0.85% | $114.8万 | 2.3万股 | $118.2万 | 2.3万股 | -601股-2.58% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.73% | 0.67% | $113.4万 | 1.4万股 | $92.3万 | 1.4万股 | +472股+3.49% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.69% | 0.66% | $108.2万 | 3,399股 | $92.1万 | 3,399股 | 00.00% | 持仓不变 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.69% | 0.72% | $107.4万 | 1.7万股 | $100.0万 | 1.7万股 | +289股+1.69% | 加仓 |
| VVODAFONE NEWVOD |
| 0.69% | 0.88% | $107.2万 | 8.1万股 | $122.6万 | 8.2万股 | -534股-0.65% | 减仓 |
| PPVHPVH |
| 0.68% | 0.75% | $106.6万 | 1.4万股 | $104.0万 | 1.5万股 | -552股-3.70% | 减仓 |
| PProShares信托NOBL |
| 0.64% | 0.68% | $99.5万 | 1.8万股 | $94.7万 | 8,937股 | +8,773股+98.16% | 加仓 |
| IiShares安硕信托IXUS |
| 0.63% | 0.63% | $98.0万 | 1.0万股 | $87.8万 | 1.0万股 | +129股+1.27% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.63% | 0.54% | $98.0万 | 4,202股 | $75.4万 | 4,137股 | +65股+1.57% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.6% | 0.56% | $94.3万 | 4,215股 | $77.9万 | 4,174股 | +41股+0.98% | 加仓 |
 Elevance健康ELV |
| 0.6% | 0.51% | $93.3万 | 2,413股 | $70.8万 | 2,418股 | -5股-0.21% | 减仓 |
