| IiShares安硕信托IVV |
| 6.6% | 6.34% | $1,080.7万 | 1.4万股 | $924.5万 | 1.4万股 | +277股+1.96% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.6% | 6.38% | $1,080.5万 | 31.9万股 | $929.6万 | 31.9万股 | +159股+0.05% | 加仓 |
| G通用动力VTI |
| 6.23% | 5.51% | $1,020.1万 | 2.8万股 | $803.5万 | 2.5万股 | +2,523股+10.07% | 加仓 |
| V先锋领航指数基金VUG |
| 6.06% | 5.69% | $991.5万 | 11.5万股 | $830.0万 | 1.9万股 | +9.6万股+505.74% | 加仓 |
| IiShares安硕信托SHV |
| 5.22% | 6.09% | $854.8万 | 7.7万股 | $887.4万 | 8.0万股 | -2,929股-3.64% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 4.46% | 4.96% | $730.7万 | 14.3万股 | $722.5万 | 14.2万股 | +1,558股+1.10% | 加仓 |
| V先锋领航·TOTALBND |
| 4.13% | 4.82% | $675.8万 | 9.2万股 | $702.7万 | 9.5万股 | -3,359股-3.52% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.6% | 3.43% | $589.3万 | 16.9万股 | $499.9万 | 16.4万股 | +5,389股+3.29% | 加仓 |
| IiShares安硕信托AGG |
| 3.6% | 4.12% | $589.1万 | 6.0万股 | $600.2万 | 6.0万股 | -944股-1.56% | 减仓 |
| IiShares安硕信托GVI |
| 3.35% | 3.66% | $547.7万 | 5.1万股 | $533.6万 | 5.0万股 | +1,341股+2.68% | 加仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 3.18% | 3.27% | $520.3万 | 5.1万股 | $476.8万 | 5.1万股 | +196股+0.38% | 加仓 |
 特斯拉TSLA |
| 3.14% | 3.16% | $514.7万 | 1.2万股 | $460.7万 | 1.2万股 | -156股-1.26% | 减仓 |
 亚马逊AMZN |
| 3.03% | 2.98% | $496.8万 | 2.1万股 | $434.6万 | 2.1万股 | -21股-0.10% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.87% | 3.41% | $469.6万 | 6.0万股 | $496.8万 | 6.3万股 | -3,076股-4.86% | 减仓 |
| IiShares安硕信托VLUE |
| 2.64% | 2.1% | $432.3万 | 2.2万股 | $305.7万 | 2.2万股 | +133股+0.62% | 加仓 |
| S嘉信策略信托SCHF |
| 2.29% | 2.11% | $374.7万 | 13.5万股 | $307.1万 | 12.4万股 | +1.1万股+9.01% | 加仓 |
 苹果AAPL |
| 2.18% | 2.15% | $356.4万 | 1.2万股 | $312.7万 | 1.2万股 | -5股-0.04% | 减仓 |
| F富达Covington信托FDEV |
| 2.03% | 2.31% | $331.6万 | 9.3万股 | $336.7万 | 9.4万股 | -943股-1.00% | 减仓 |
| IiShares安硕信托GVI |
| 1.73% | 1.89% | $282.9万 | 2.6万股 | $275.9万 | 2.6万股 | +297股+1.14% | 加仓 |
| I景顺交易所交易基金信托XSVM |
| 1.48% | 1.44% | $242.7万 | 3.5万股 | $209.2万 | 3.5万股 | +153股+0.44% | 加仓 |
| IiShares安硕信托HDV |
| 1.45% | 1.6% | $237.8万 | 8.7万股 | $233.9万 | 1.7万股 | +7.0万股+403.35% | 加仓 |
 VanEck ETF信托SMH |
| 1.43% | 0.97% | $234.5万 | 3,575股 | $140.7万 | 3,669股 | -94股-2.56% | 减仓 |
 美光科技MU |
| 1.42% | 0.58% | $233.2万 | 2,020股 | $84.3万 | 2,496股 | -476股-19.07% | 减仓 |
| IiShares安硕·COREIJH |
| 1.4% | 1.35% | $229.9万 | 3.0万股 | $196.2万 | 2.9万股 | +751股+2.58% | 加仓 |
 微软MSFT |
| 1.3% | 1.44% | $213.1万 | 5,714股 | $210.6万 | 5,689股 | +25股+0.44% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.29% | 1.37% | $211.2万 | 4.6万股 | $200.3万 | 4.4万股 | +2,528股+5.76% | 加仓 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 1.25% | 1.41% | $204.9万 | 3.9万股 | $205.5万 | 3.9万股 | +487股+1.26% | 加仓 |
 沃尔玛WMT |
| 1.16% | 1.43% | $190.0万 | 1.7万股 | $208.4万 | 1.7万股 | +9股+0.05% | 加仓 |
| IiShares安硕信托MTUM |
| 1.05% | — | $171.7万 | 5,007股 | $0 | 0股 | +5,007股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.96% | 1.1% | $156.7万 | 6,902股 | $160.4万 | 7,599股 | -697股-9.17% | 减仓 |
 谷歌AGOOGL |
| 0.92% | 0.83% | $149.8万 | 4,192股 | $120.5万 | 4,190股 | +2股+0.05% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.85% | 0.85% | $139.0万 | 9,795股 | $123.3万 | 9,850股 | -55股-0.56% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.82% | 0.92% | $134.9万 | 2.6万股 | $134.3万 | 2.6万股 | -90股-0.35% | 减仓 |
| IiShares安硕信托EEM |
| 0.78% | 0.72% | $128.0万 | 1.9万股 | $105.4万 | 1.9万股 | +143股+0.77% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.75% | 0.84% | $123.2万 | 2.4万股 | $122.2万 | 2.3万股 | +269股+1.16% | 加仓 |
| V先锋领航·MIDVO |
| 0.64% | 0.63% | $104.7万 | 1.3万股 | $92.4万 | 3,219股 | +9,781股+303.85% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.6% | 0.58% | $99.0万 | 2,707股 | $84.3万 | 2,651股 | +56股+2.11% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.59% | 0.67% | $96.0万 | 1.9万股 | $98.3万 | 1.9万股 | -389股-2.01% | 减仓 |
 Meta平台META |
| 0.57% | 0.68% | $92.6万 | 1,643股 | $98.6万 | 1,723股 | -80股-4.64% | 减仓 |
 英伟达NVDA |
| 0.56% | 0.53% | $91.3万 | 4,562股 | $77.8万 | 4,462股 | +100股+2.24% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.52% | 0.21% | $85.0万 | 1.7万股 | $30.0万 | 6,010股 | +1.1万股+179.52% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.47% | 0.46% | $76.7万 | 2.6万股 | $66.6万 | 2.7万股 | -57股-0.21% | 减仓 |
 爱迪生联合电气ED |
| 0.44% | 0.5% | $72.1万 | 6,516股 | $73.2万 | 6,463股 | +53股+0.82% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.44% | 0.48% | $71.2万 | 9,510股 | $69.3万 | 9,473股 | +37股+0.39% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.42% | 0.37% | $68.5万 | 6,025股 | $53.7万 | 5,955股 | +70股+1.18% | 加仓 |
 台积电TSM |
| 0.31% | 0.24% | $51.4万 | 1,076股 | $34.8万 | 1,030股 | +46股+4.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.27% | $49.4万 | 1,397股 | $40.0万 | 1,396股 | +1股+0.07% | 加仓 |
| IiShares安硕信托STIP |
| 0.28% | 0.32% | $45.7万 | 4,478股 | $47.2万 | 4,567股 | -89股-1.95% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.28% | 0.31% | $45.6万 | 9,004股 | $45.2万 | 9,024股 | -20股-0.22% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.25% | 0.24% | $41.2万 | 1,878股 | $35.7万 | 1,862股 | +16股+0.86% | 加仓 |
