| IiShares安硕信托IVV |
| 11.44% | 11.89% | $1,994.1万 | 3.1万股 | $2,068.1万 | 3.0万股 | +334股+1.11% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.15% | 3.36% | $548.3万 | 8,431股 | $584.5万 | 8,532股 | -101股-1.18% | 减仓 |
| SSPDR黄金信托GLD |
| 2.33% | 2.28% | $406.1万 | 9,438股 | $396.3万 | 1.0万股 | -563股-5.63% | 减仓 |
| G通用动力VTI |
| 2.29% | 2.5% | $400.0万 | 1.2万股 | $434.4万 | 1.3万股 | -490股-3.78% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.07% | 1.63% | $360.5万 | 2.6万股 | $283.2万 | 2.0万股 | +5,980股+29.78% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.01% | 1.96% | $349.9万 | 3.6万股 | $340.1万 | 3.5万股 | +603股+1.70% | 加仓 |
| S嘉信策略信托SCHD |
| 1.92% | 1.75% | $334.6万 | 10.9万股 | $305.0万 | 11.1万股 | -2,151股-1.93% | 减仓 |
| V先锋领航指数基金VB |
| 1.91% | 1.86% | $332.2万 | 1.3万股 | $322.9万 | 1.3万股 | +165股+1.32% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.72% | 1.69% | $299.0万 | 6.4万股 | $293.4万 | 6.2万股 | +1,552股+2.51% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.68% | 1.81% | $293.3万 | 4.6万股 | $315.1万 | 4.7万股 | -1,537股-3.24% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.66% | 1.24% | $290.1万 | 3.7万股 | $216.2万 | 2.7万股 | +9,563股+34.86% | 加仓 |
| IiShares安硕信托LQD |
| 1.56% | 1.5% | $272.2万 | 2.5万股 | $261.6万 | 2.4万股 | +1,239股+5.22% | 加仓 |
| IiShares安硕信托GJS |
| 1.51% | 1.49% | $262.6万 | 11.5万股 | $259.1万 | 11.3万股 | +2,091股+1.86% | 加仓 |
 英伟达NVDA |
| 1.31% | 1.44% | $228.7万 | 1.3万股 | $249.8万 | 1.3万股 | -257股-1.92% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.29% | 1.26% | $224.8万 | 1.5万股 | $219.4万 | 1.5万股 | -106股-0.69% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.22% | 1.15% | $213.0万 | 2.8万股 | $199.3万 | 2.6万股 | +1,202股+4.55% | 加仓 |
| I景顺QQQ信托VOO |
| 1.12% | 1.3% | $195.6万 | 3,390股 | $225.7万 | 3,668股 | -278股-7.58% | 减仓 |
 iShares安硕·MBSACGL |
| 1.06% | 1.05% | $184.8万 | 1.9万股 | $182.1万 | 1.9万股 | +334股+1.75% | 加仓 |
 沃尔玛WMT |
| 1.04% | 1% | $181.7万 | 1.5万股 | $173.1万 | 1.6万股 | -915股-5.89% | 减仓 |
 亚马逊AMZN |
| 1.03% | 1.12% | $179.6万 | 8,625股 | $195.4万 | 8,464股 | +161股+1.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 1.05% | $172.4万 | 3,598股 | $182.6万 | 3,633股 | -35股-0.96% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.9% | 0.85% | $156.3万 | 3.0万股 | $148.3万 | 2.8万股 | +1,691股+6.03% | 加仓 |
| V先锋领航·MIDVO |
| 0.89% | 0.9% | $155.4万 | 5,412股 | $155.7万 | 5,366股 | +46股+0.86% | 加仓 |
 微软MSFT |
| 0.89% | 1.26% | $154.5万 | 4,174股 | $219.5万 | 4,539股 | -365股-8.04% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.89% | 0.8% | $154.4万 | 6.6万股 | $139.4万 | 6.0万股 | +6,847股+11.48% | 加仓 |
| IiShares安硕信托DVY |
| 0.84% | 0.66% | $146.8万 | 9,694股 | $115.3万 | 8,169股 | +1,525股+18.67% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.84% | 0.81% | $145.8万 | 6,709股 | $140.2万 | 6,619股 | +90股+1.36% | 加仓 |
| IiShares安硕信托IEFA |
| 0.83% | 0.85% | $145.2万 | 1.6万股 | $148.5万 | 1.7万股 | -559股-3.37% | 减仓 |
| IINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARYDDFJ |
| 0.83% | — | $144.0万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
| J摩根大通交易所交易基金JEPQ |
| 0.83% | 0.65% | $144.0万 | 2.6万股 | $112.6万 | 1.9万股 | +6,553股+33.82% | 加仓 |
| IiShares安硕·COREIJR |
| 0.81% | 0.71% | $141.3万 | 1.1万股 | $124.0万 | 1.0万股 | +1,047股+10.15% | 加仓 |
| V先锋领航·TOTALBND |
| 0.78% | 0.71% | $135.1万 | 1.8万股 | $123.0万 | 1.7万股 | +1,747股+10.52% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.77% | 0.82% | $133.4万 | 5,379股 | $141.8万 | 5,761股 | -382股-6.63% | 减仓 |
| IiShares安硕IEMG |
| 0.76% | 0.7% | $132.2万 | 1.9万股 | $122.5万 | 1.8万股 | +728股+3.99% | 加仓 |
 好市多COST |
| 0.76% | 0.66% | $132.1万 | 1,326股 | $115.5万 | 1,340股 | -14股-1.04% | 减仓 |
| IiShares安硕信托PFF |
| 0.74% | 0.73% | $129.7万 | 4.3万股 | $127.1万 | 4.1万股 | +1,703股+4.15% | 加仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.72% | 0.75% | $125.2万 | 1,051股 | $131.2万 | 1,048股 | +3股+0.29% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.71% | 0.74% | $124.2万 | 6,471股 | $128.9万 | 6,668股 | -197股-2.95% | 减仓 |
 VisaV |
| 0.7% | 0.82% | $122.5万 | 4,054股 | $142.0万 | 4,048股 | +6股+0.15% | 加仓 |
 博通AVGO |
| 0.68% | 0.78% | $118.5万 | 3,829股 | $136.1万 | 3,932股 | -103股-2.62% | 减仓 |
 Meta平台META |
| 0.67% | 0.78% | $116.0万 | 2,028股 | $135.3万 | 2,050股 | -22股-1.07% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.66% | 0.6% | $115.4万 | 4.8万股 | $104.2万 | 4.3万股 | +4,802股+11.23% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.62% | 0.64% | $108.2万 | 1.3万股 | $110.9万 | 1.3万股 | -162股-1.22% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.61% | 0.67% | $105.9万 | 6,830股 | $116.9万 | 6,962股 | -132股-1.90% | 减仓 |
| I景顺自营指数基金BSCU |
| 0.6% | 0.62% | $104.1万 | 6.2万股 | $108.4万 | 6.4万股 | -1,818股-2.84% | 减仓 |
| S嘉信策略信托SCHF |
| 0.59% | 0.56% | $103.5万 | 4.2万股 | $97.7万 | 4.1万股 | +1,162股+2.86% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.59% | 0.73% | $103.5万 | 1.2万股 | $127.6万 | 1.4万股 | -2,752股-19.09% | 减仓 |
| VVANGUARD INTL EQUITY INDEX F |
| 0.59% | 0.01% | $102.4万 | 7,400股 | $1.3万 | 47股 | +7,353股+15,644.68% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.58% | 0.57% | $101.0万 | 5.1万股 | $99.2万 | 5.0万股 | +1,203股+2.39% | 加仓 |
| S道富SPIB |
| 0.58% | 0.57% | $100.6万 | 3.0万股 | $99.8万 | 3.0万股 | +463股+1.57% | 加仓 |
