| IiShares安硕信托IVV |
| 12.74% | 12.29% | $2,402.9万 | 3.2万股 | $2,059.6万 | 3.2万股 | +555股+1.76% | 加仓 |
| IiShares安硕信托IEFA |
| 12.71% | 12.8% | $2,398.7万 | 24.8万股 | $2,144.2万 | 23.7万股 | +1.2万股+4.86% | 加仓 |
| DDimensional维度ETF信托DISV |
| 4% | 4.29% | $755.2万 | 18.8万股 | $718.9万 | 18.2万股 | +5,913股+3.24% | 加仓 |
| G通用动力VTI |
| 3.97% | 3.83% | $749.7万 | 2.0万股 | $642.3万 | 2.0万股 | +240股+1.20% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.8% | 3.82% | $716.5万 | 10.1万股 | $640.2万 | 10.0万股 | +651股+0.65% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 3.3% | 3.57% | $622.1万 | 5.3万股 | $598.4万 | 5.1万股 | +1,669股+3.24% | 加仓 |
| IiShares安硕IEMG |
| 3.06% | 2.92% | $576.8万 | 7.0万股 | $489.1万 | 7.0万股 | -488股-0.70% | 减仓 |
| SSPDR黄金信托GLD |
| 2.84% | 4.06% | $535.2万 | 1.5万股 | $680.8万 | 1.6万股 | -1,293股-8.17% | 减仓 |
| IiShares安硕·COREIJH |
| 2.6% | 2.51% | $491.5万 | 6.4万股 | $421.4万 | 6.2万股 | +1,333股+2.14% | 加仓 |
| IiShares安硕信托IJJ |
| 2.5% | 2.49% | $471.2万 | 3.2万股 | $418.0万 | 3.2万股 | +351股+1.11% | 加仓 |
| V先锋领航指数基金VOO |
| 2.11% | 2.06% | $397.9万 | 5,793股 | $344.8万 | 5,770股 | +23股+0.40% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.95% | 1.86% | $368.9万 | 8.6万股 | $311.4万 | 8.7万股 | -579股-0.67% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.86% | 1.77% | $350.1万 | 5.0万股 | $295.8万 | 4.7万股 | +2,717股+5.74% | 加仓 |
| V先锋领航指数基金VV |
| 1.77% | 1.72% | $333.4万 | 9,694股 | $288.1万 | 9,641股 | +53股+0.55% | 加仓 |
| IiShares安硕·COREIJR |
| 1.76% | 1.64% | $332.0万 | 2.2万股 | $275.0万 | 2.2万股 | +263股+1.19% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.64% | 1.58% | $309.4万 | 2.3万股 | $264.7万 | 2.2万股 | +283股+1.27% | 加仓 |
| EEA SERIES TRUSTUSEW |
| 1.61% | 1.59% | $304.2万 | 5.4万股 | $267.1万 | 5.5万股 | -150股-0.27% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.56% | 1.34% | $293.6万 | 1.4万股 | $223.8万 | 1.2万股 | +2,137股+18.32% | 加仓 |
 苹果AAPL |
| 1.44% | 1.4% | $272.4万 | 9,413股 | $233.8万 | 9,212股 | +201股+2.18% | 加仓 |
| IiShares安硕信托IBTI |
| 1.34% | — | $252.4万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 英伟达NVDA |
| 1.32% | 1.22% | $249.5万 | 1.2万股 | $205.1万 | 1.2万股 | +706股+6.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.3% | 1.51% | $245.8万 | 3,284股 | $253.2万 | 3,884股 | -600股-15.45% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.16% | 1.29% | $219.6万 | 2.1万股 | $215.5万 | 2.2万股 | -271股-1.26% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.15% | 1.23% | $217.0万 | 5.9万股 | $205.9万 | 6.1万股 | -1,731股-2.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.06% | 0.95% | $200.1万 | 5,664股 | $159.1万 | 5,546股 | +118股+2.13% | 加仓 |
| V先锋领航指数基金VTV |
| 0.97% | 1% | $183.7万 | 8,429股 | $167.1万 | 8,517股 | -88股-1.03% | 减仓 |
| GGlobal X基金 |
| 0.91% | — | $171.6万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.86% | 4.01% | $162.5万 | 2.1万股 | $671.5万 | 8.9万股 | -6.7万股-75.81% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.84% | 0.8% | $157.7万 | 4.2万股 | $134.7万 | 3.8万股 | +4,398股+11.60% | 加仓 |
 微软MSFT |
| 0.78% | 0.82% | $147.6万 | 3,957股 | $137.1万 | 3,705股 | +252股+6.80% | 加仓 |
 谷歌AGOOGL |
| 0.77% | 0.68% | $145.7万 | 4,077股 | $114.7万 | 3,987股 | +90股+2.26% | 加仓 |
| GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD |
| 0.71% | 0.71% | $134.8万 | 8.4万股 | $118.6万 | 7.9万股 | +5,000股+6.31% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.63% | 0.5% | $119.6万 | 6,275股 | $83.4万 | 6,278股 | -3股-0.05% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.62% | 0.61% | $117.3万 | 2.6万股 | $102.8万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.62% | 0.61% | $116.1万 | 1.9万股 | $101.4万 | 1.9万股 | +685股+3.65% | 加仓 |
| IiShares安硕信托EFV |
| 0.61% | 0.67% | $115.4万 | 1.5万股 | $111.5万 | 1.5万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.58% | 0.6% | $109.7万 | 5,552股 | $100.1万 | 5,431股 | +121股+2.23% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.57% | 0.47% | $107.8万 | 3,774股 | $78.5万 | 3,774股 | 00.00% | 持仓不变 |
| IiShares安硕信托 |
| 0.54% | — | $101.5万 | 3,800股 | $0 | 0股 | +3,800股 | 新买入 |
 亚马逊AMZN |
| 0.52% | 0.43% | $98.8万 | 4,147股 | $72.2万 | 3,467股 | +680股+19.61% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.48% | 0.48% | $90.2万 | 1.4万股 | $80.3万 | 1.3万股 | +576股+4.31% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | — | $89.6万 | 1,200股 | $0 | 0股 | +1,200股 | 新买入 |
| SSPDR行业精选信托XLF |
| 0.47% | 0.48% | $88.5万 | 1.7万股 | $79.9万 | 1.6万股 | +332股+2.05% | 加仓 |
 博通AVGO |
| 0.44% | 0.38% | $83.6万 | 2,214股 | $63.1万 | 2,038股 | +176股+8.64% | 加仓 |
 美光科技MU |
| 0.44% | 0.15% | $83.6万 | 724股 | $24.9万 | 738股 | -14股-1.90% | 减仓 |
| SSANDISK COMSNDK |
| 0.44% | 0.13% | $83.2万 | 366股 | $22.4万 | 353股 | +13股+3.68% | 加仓 |
| IiShares安硕信托ICSH |
| 0.44% | 0.35% | $82.4万 | 1.6万股 | $57.9万 | 1.1万股 | +4,846股+42.33% | 加仓 |
| V先锋领航·MIDVO |
| 0.43% | 0.43% | $81.2万 | 1.0万股 | $71.9万 | 2,502股 | +7,581股+303.00% | 加仓 |
| V先锋领航指数基金VB |
| 0.43% | 0.42% | $80.6万 | 2,660股 | $69.7万 | 2,660股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.41% | 0.41% | $78.3万 | 3,222股 | $69.1万 | 3,180股 | +42股+1.32% | 加仓 |
