| IiShares安硕信托IVV |
| 11.81% | 11.71% | $741.7万 | 9,904股 | $649.4万 | 9,942股 | -38股-0.38% | 减仓 |
| V先锋领航·FTSEVEA |
| 10.21% | 9.92% | $641.1万 | 9.0万股 | $549.8万 | 8.6万股 | +4,170股+4.86% | 加仓 |
| S道富SPYM |
| 7.52% | 7.54% | $471.9万 | 5.4万股 | $418.2万 | 5.5万股 | -940股-1.72% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 7.02% | 8.01% | $440.7万 | 19.1万股 | $444.2万 | 19.1万股 | -754股-0.39% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.69% | 5.89% | $420.1万 | 1.4万股 | $326.8万 | 1.4万股 | +116股+0.84% | 加仓 |
| V先锋领航指数基金VXF |
| 5.24% | 4.94% | $328.7万 | 1.3万股 | $273.9万 | 1.3万股 | +45股+0.34% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 4.49% | 4.43% | $281.9万 | 1.3万股 | $245.5万 | 1.3万股 | +46股+0.36% | 加仓 |
 iShares安硕·MBSACGL |
| 3.94% | 4.38% | $247.4万 | 2.6万股 | $242.9万 | 2.6万股 | +600股+2.35% | 加仓 |
| V先锋领航指数基金VOO |
| 3.74% | 3.22% | $234.9万 | 3,420股 | $178.5万 | 2,988股 | +432股+14.46% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.73% | 3.22% | $233.9万 | 2.3万股 | $178.4万 | 2.3万股 | +184股+0.81% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 2.98% | 3.29% | $187.2万 | 8.3万股 | $182.6万 | 8.0万股 | +2,187股+2.72% | 加仓 |
| I景顺交易所交易基金信托XSVM |
| 2.69% | 2.65% | $168.9万 | 2.4万股 | $146.7万 | 2.4万股 | -62股-0.25% | 减仓 |
| IiShares安硕信托IEFA |
| 2.3% | 2.72% | $144.5万 | 1.5万股 | $151.0万 | 1.7万股 | -1,717股-10.29% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.04% | 2.08% | $128.3万 | 5.4万股 | $115.5万 | 5.4万股 | +440股+0.82% | 加仓 |
 PALO ALTOPANW |
| 1.9% | 1.01% | $119.4万 | 3,501股 | $56.1万 | 3,501股 | 00.00% | 持仓不变 |
| IiShares安硕信托GJS |
| 1.58% | 1.82% | $99.1万 | 4.3万股 | $100.7万 | 4.4万股 | -494股-1.12% | 减仓 |
 谷歌AGOOGL |
| 1.56% | 1.43% | $97.7万 | 2,735股 | $79.5万 | 2,765股 | -30股-1.08% | 减仓 |
 台积电TSM |
| 1.52% | 1.22% | $95.6万 | 2,002股 | $67.7万 | 2,002股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 1.4% | 1.76% | $87.9万 | 3,617股 | $97.6万 | 4,491股 | -874股-19.46% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.38% | 1.31% | $86.6万 | 9,855股 | $72.4万 | 1,971股 | +7,884股+400.00% | 加仓 |
| V先锋领航·MIDVO |
| 1.23% | 1.31% | $77.2万 | 9,580股 | $72.6万 | 2,527股 | +7,053股+279.11% | 加仓 |
 亚马逊AMZN |
| 1.21% | 1.2% | $76.2万 | 3,196股 | $66.6万 | 3,196股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 1.02% | 0.84% | $63.8万 | 5,336股 | $46.5万 | 667股 | +4,669股+700.00% | 加仓 |
 摩根大通JPM |
| 0.94% | 1.04% | $59.1万 | 1,806股 | $57.8万 | 1,965股 | -159股-8.09% | 减仓 |
 阿斯麦ASML |
| 0.92% | 0.69% | $57.5万 | 289股 | $38.2万 | 289股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.91% | 0.9% | $57.1万 | 1,974股 | $50.1万 | 1,974股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 0.96% | $55.8万 | 1,116股 | $53.5万 | 1,116股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.73% | 0.71% | $45.5万 | 1,810股 | $39.4万 | 1,810股 | 00.00% | 持仓不变 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.69% | 0.68% | $43.5万 | 1.1万股 | $37.9万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.67% | 0.69% | $42.0万 | 2,353股 | $38.1万 | 2,635股 | -282股-10.70% | 减仓 |
 美国合众银行USB |
| 0.64% | 0.63% | $40.4万 | 6,694股 | $34.8万 | 6,694股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.6% | 0.67% | $37.4万 | 1,002股 | $37.1万 | 1,002股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.56% | 0.81% | $35.0万 | 8,264股 | $44.6万 | 8,893股 | -629股-7.07% | 减仓 |
 杜克能源DUK |
| 0.54% | 0.65% | $34.0万 | 2,682股 | $35.9万 | 2,743股 | -61股-2.22% | 减仓 |
 美国运通AXP |
| 0.53% | 0.57% | $33.4万 | 988股 | $31.3万 | 1,036股 | -48股-4.63% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.49% | 0.56% | $30.6万 | 180股 | $31.1万 | 180股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.47% | 0.59% | $29.4万 | 3,575股 | $32.6万 | 4,160股 | -585股-14.06% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.46% | 0.59% | $28.9万 | 3,099股 | $32.4万 | 3,667股 | -568股-15.49% | 减仓 |
| N新纪元能源NEE |
| 0.45% | 0.57% | $28.4万 | 3,239股 | $31.5万 | 3,389股 | -150股-4.43% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.42% | 0.44% | $26.3万 | 1,158股 | $24.5万 | 1,158股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.39% | — | $24.6万 | 695股 | $0 | 0股 | +695股 | 新买入 |
 强生JNJ |
| 0.39% | 0.47% | $24.3万 | 958股 | $25.9万 | 1,058股 | -100股-9.45% | 减仓 |
 贝莱德·INC COMBLK |
| 0.39% | 0.44% | $24.2万 | 252股 | $24.2万 | 252股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.37% | 0.52% | $23.1万 | 1,391股 | $28.8万 | 1,391股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.36% | — | $22.3万 | 1,790股 | $0 | 0股 | +1,790股 | 新买入 |
