| MMORGAN STANLEY ETF TRUSTCVIE |
| 6.14% | 5.45% | $3,359.9万 | 39.5万股 | $2,666.1万 | 36.1万股 | +3.5万股+9.57% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 4.2% | 3.62% | $2,295.2万 | 24.3万股 | $1,770.2万 | 21.9万股 | +2.4万股+10.84% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 2.29% | 1.99% | $1,250.3万 | 13.6万股 | $972.4万 | 12.6万股 | +1.0万股+8.11% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 2.27% | 1.88% | $1,242.7万 | 17.0万股 | $918.1万 | 16.4万股 | +6,045股+3.68% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.06% | 1.13% | $1,125.2万 | 33.2万股 | $552.1万 | 18.8万股 | +14.5万股+77.11% | 加仓 |
 英伟达NVDA |
| 1.86% | 1.67% | $1,015.2万 | 5.1万股 | $815.3万 | 4.6万股 | +4,348股+9.37% | 加仓 |
 苹果AAPL |
| 1.78% | 1.54% | $971.1万 | 3.4万股 | $754.0万 | 2.9万股 | +4,066股+13.78% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.56% | 1.55% | $855.3万 | 1.1万股 | $759.2万 | 1.2万股 | -132股-1.14% | 减仓 |
| V先锋领航指数基金VOO |
| 1.48% | 1.51% | $811.9万 | 1.2万股 | $741.1万 | 1.2万股 | -483股-3.93% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.29% | 1.16% | $705.6万 | 14.9万股 | $565.6万 | 11.9万股 | +3.0万股+24.75% | 加仓 |
| VVanEck ETF信托EMLC |
| 1.29% | 1.29% | $705.1万 | 29.2万股 | $632.0万 | 26.5万股 | +2.7万股+10.37% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.26% | 1.46% | $691.0万 | 9.0万股 | $715.6万 | 9.3万股 | -2,969股-3.19% | 减仓 |
| IiShares安硕信托IVV |
| 1.24% | 1.02% | $677.1万 | 9,151股 | $499.2万 | 7,586股 | +1,565股+20.63% | 加仓 |
 微软MSFT |
| 1.14% | 1.11% | $624.4万 | 1.7万股 | $541.6万 | 1.5万股 | +2,077股+14.17% | 加仓 |
| V先锋领航指数基金VUG |
| 1.1% | 1.13% | $602.5万 | 6.3万股 | $551.7万 | 1.3万股 | +5.0万股+400.04% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.09% | 1.06% | $594.0万 | 2.7万股 | $521.0万 | 2.7万股 | +44股+0.16% | 加仓 |
| V先锋领航全球基金VDC |
| 1.03% | 1.16% | $565.4万 | 2.5万股 | $565.8万 | 2.5万股 | -213股-0.84% | 减仓 |
| S道富SPYM |
| 1% | 0.64% | $546.4万 | 6.2万股 | $315.2万 | 4.1万股 | +2.1万股+52.12% | 加仓 |
 亚马逊AMZN |
| 0.95% | 0.77% | $522.2万 | 2.2万股 | $377.7万 | 1.8万股 | +3,971股+22.14% | 加仓 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.93% | 0.94% | $508.6万 | 16.7万股 | $458.2万 | 16.8万股 | -1,103股-0.66% | 减仓 |
| IiShares安硕·COREIJH |
| 0.93% | 0.89% | $507.7万 | 6.6万股 | $436.0万 | 6.4万股 | +1,814股+2.83% | 加仓 |
 谷歌AGOOGL |
| 0.91% | 0.79% | $499.3万 | 1.4万股 | $387.0万 | 1.3万股 | +957股+7.35% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.83% | 0.75% | $452.5万 | 9.0万股 | $368.6万 | 7.9万股 | +1.0万股+13.07% | 加仓 |
| IiShares安硕信托HYG |
| 0.82% | 0.91% | $446.3万 | 5.6万股 | $443.9万 | 5.6万股 | -114股-0.20% | 减仓 |
| S嘉信策略信托SCHC |
| 0.74% | 0.61% | $406.7万 | 7.7万股 | $300.5万 | 6.1万股 | +1.6万股+26.93% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.74% | 0.7% | $402.8万 | 7.7万股 | $343.5万 | 7.6万股 | +1,678股+2.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.97% | $385.7万 | 1.1万股 | $475.8万 | 1.6万股 | -5,219股-32.35% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.69% | 0.58% | $376.2万 | 3.2万股 | $285.9万 | 2.5万股 | +7,531股+30.62% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.67% | 0.98% | $366.4万 | 19.4万股 | $478.9万 | 19.6万股 | -1,800股-0.92% | 减仓 |
| IiShares安硕IEMG |
| 0.64% | 0.54% | $348.5万 | 4.2万股 | $262.7万 | 3.7万股 | +4,685股+12.53% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.57% | 0.54% | $314.1万 | 9.0万股 | $266.1万 | 8.7万股 | +3,335股+3.84% | 加仓 |
 博通AVGO |
| 0.55% | 0.5% | $302.7万 | 8,013股 | $245.9万 | 7,843股 | +170股+2.17% | 加仓 |
| IiShares安硕信托IDEV |
| 0.54% | 0.55% | $297.3万 | 3.3万股 | $268.0万 | 3.2万股 | +1,807股+5.72% | 加仓 |
 摩根大通JPM |
| 0.54% | 0.42% | $297.1万 | 9,077股 | $205.4万 | 6,953股 | +2,124股+30.55% | 加仓 |
| V先锋领航·TOTALBND |
| 0.52% | 0.52% | $285.4万 | 3.9万股 | $254.0万 | 3.5万股 | +4,276股+12.36% | 加仓 |
 礼来LLY |
| 0.52% | 0.32% | $285.0万 | 2,376股 | $155.3万 | 1,627股 | +749股+46.04% | 加仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.5% | 0.8% | $275.9万 | 21.2万股 | $390.0万 | 23.5万股 | -2.3万股-9.67% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.49% | 0.3% | $270.8万 | 3.9万股 | $148.9万 | 2.3万股 | +1.6万股+68.74% | 加仓 |
| V先锋领航指数基金VTV |
| 0.49% | 0.37% | $265.4万 | 1.2万股 | $181.9万 | 9,250股 | +3,147股+34.02% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.47% | 0.83% | $256.7万 | 1.6万股 | $407.8万 | 2.8万股 | -1.1万股-41.06% | 减仓 |
| J摩根大通交易所交易基金JPLD |
| 0.46% | 0.31% | $253.5万 | 4.9万股 | $149.6万 | 2.9万股 | +2.0万股+69.00% | 加仓 |
| S嘉信策略信托SCHF |
| 0.46% | 0.41% | $251.3万 | 9.1万股 | $201.4万 | 8.0万股 | +1.1万股+13.23% | 加仓 |
| G通用动力VTI |
| 0.46% | 0.22% | $251.2万 | 6,788股 | $107.0万 | 3,311股 | +3,477股+105.01% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.45% | 0.52% | $248.1万 | 2.6万股 | $253.5万 | 2.7万股 | -806股-3.04% | 减仓 |
 Meta平台META |
| 0.45% | 0.44% | $246.4万 | 4,374股 | $217.7万 | 3,758股 | +616股+16.39% | 加仓 |
| MMORGAN STANLEY ETF TRUSTMSOL |
| 0.44% | 0.43% | $238.1万 | 4.7万股 | $209.1万 | 4.2万股 | +5,711股+13.72% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.42% | 0.64% | $230.3万 | 2.8万股 | $314.6万 | 3.8万股 | -1.0万股-26.91% | 减仓 |
 美光科技MU |
| 0.41% | 0.14% | $224.6万 | 1,946股 | $67.9万 | 1,846股 | +100股+5.42% | 加仓 |
| IiShares安硕信托AGG |
| 0.41% | 0.36% | $222.5万 | 2.2万股 | $176.7万 | 1.8万股 | +4,633股+25.96% | 加仓 |
 沃尔玛WMT |
| 0.39% | 0.44% | $215.1万 | 1.9万股 | $215.9万 | 1.7万股 | +1,665股+9.62% | 加仓 |
