| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.37% | 6.75% | $981.9万 | 23.8万股 | $916.1万 | 23.5万股 | +2,904股+1.24% | 加仓 |
| J骏利亨德森JAAA |
| 5.36% | 6.2% | $825.5万 | 16.3万股 | $841.9万 | 16.6万股 | -3,607股-2.17% | 减仓 |
 苹果AAPL |
| 4.73% | 4.52% | $728.3万 | 2.5万股 | $613.3万 | 2.4万股 | +1,005股+4.16% | 加仓 |
| I景顺·S&PSPHQ |
| 4.06% | 3.82% | $624.7万 | 6.9万股 | $519.0万 | 6.9万股 | +309股+0.45% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.95% | 3.9% | $608.9万 | 8.7万股 | $529.5万 | 8.5万股 | +2,322股+2.74% | 加仓 |
| V先锋领航债券指数基金BIV |
| 3.77% | 4.16% | $581.1万 | 7.6万股 | $565.1万 | 7.3万股 | +2,537股+3.46% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.25% | 3.06% | $500.7万 | 4.2万股 | $415.3万 | 4.2万股 | -339股-0.80% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 2.62% | 2.87% | $403.5万 | 8.9万股 | $390.0万 | 8.6万股 | +3,342股+3.89% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTGRW |
| 2.38% | 2.3% | $367.3万 | 7.7万股 | $311.8万 | 7.7万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SJNK |
| 2.31% | 2.2% | $355.9万 | 14.2万股 | $299.2万 | 12.0万股 | +2.2万股+18.73% | 加仓 |
| V先锋领航指数基金VOT |
| 2.19% | 1.84% | $337.9万 | 1.1万股 | $249.8万 | 9,706股 | +1,324股+13.64% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.1% | 2.12% | $323.7万 | 1.6万股 | $287.4万 | 1.6万股 | +782股+5.01% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.05% | 2.7% | $315.6万 | 5.4万股 | $366.6万 | 6.3万股 | -8,394股-13.40% | 减仓 |
| WWisdomTree信托EZM |
| 2.04% | 2.11% | $313.8万 | 4.1万股 | $285.8万 | 4.3万股 | -1,111股-2.61% | 减仓 |
 AMD超威AMD |
| 1.93% | 0.76% | $297.4万 | 5,120股 | $103.1万 | 5,068股 | +52股+1.03% | 加仓 |
 QUANTA SVCSPWR |
| 1.9% | 1.66% | $293.3万 | 4,073股 | $225.0万 | 4,098股 | -25股-0.61% | 减仓 |
| V先锋领航指数基金VOO |
| 1.84% | 1.64% | $284.0万 | 3,856股 | $222.6万 | 3,857股 | -1股-0.03% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.84% | 1.07% | $282.8万 | 4,413股 | $145.0万 | 4,413股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.74% | 1.73% | $268.2万 | 3,591股 | $235.2万 | 3,617股 | -26股-0.72% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.48% | 1.17% | $227.5万 | 1.2万股 | $158.7万 | 1.2万股 | -1股-0.01% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 1.46% | 1.69% | $224.4万 | 2.8万股 | $228.9万 | 2.8万股 | -624股-2.21% | 减仓 |
| AAZZAZZ |
| 1.41% | 1.29% | $217.1万 | 1.4万股 | $175.2万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.36% | 1.31% | $209.5万 | 1.0万股 | $177.8万 | 1.0万股 | +276股+2.71% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.35% | 1.31% | $208.0万 | 4.0万股 | $177.3万 | 3.9万股 | +930股+2.37% | 加仓 |
| T赛默飞世尔TMO |
| 1.24% | 0.66% | $191.2万 | 3,811股 | $89.4万 | 1,818股 | +1,993股+109.63% | 加仓 |
| F第一信托交易所交易基金VIQCJL |
| 1.21% | 1.3% | $186.9万 | 7.5万股 | $176.3万 | 7.5万股 | -721股-0.96% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.18% | 1.14% | $182.2万 | 6.3万股 | $154.8万 | 6.2万股 | +1,255股+2.04% | 加仓 |
 Meta平台META |
| 1.18% | 1.35% | $181.4万 | 3,221股 | $182.7万 | 3,193股 | +28股+0.88% | 加仓 |
| IiShares安硕信托ICSH |
| 1.11% | 1.42% | $171.2万 | 3.4万股 | $193.4万 | 3.8万股 | -4,379股-11.46% | 减仓 |
| V先锋领航指数基金VB |
| 1.1% | 1.05% | $169.7万 | 5,597股 | $142.1万 | 5,425股 | +172股+3.17% | 加仓 |
| V先锋领航指数基金VBK |
| 1.09% | — | $168.5万 | 4,606股 | $0 | 0股 | +4,606股 | 新买入 |
 特斯拉TSLA |
| 1.09% | 1.09% | $168.3万 | 4,001股 | $148.4万 | 3,993股 | +8股+0.20% | 加仓 |
| F第一信托交易所交易基金VIDJAN |
| 1.09% | 1.17% | $168.1万 | 3.7万股 | $158.4万 | 3.7万股 | -328股-0.88% | 减仓 |
 帕兰提尔PLTR |
| 1% | 1.42% | $153.9万 | 1.3万股 | $193.1万 | 1.3万股 | -11股-0.08% | 减仓 |
 亚马逊AMZN |
| 0.92% | 0.95% | $141.8万 | 5,951股 | $129.0万 | 6,196股 | -245股-3.95% | 减仓 |
 微软MSFT |
| 0.83% | 0.89% | $128.5万 | 3,445股 | $120.9万 | 3,267股 | +178股+5.45% | 加仓 |
 SMITH A OAOS |
| 0.77% | 0.92% | $119.0万 | 1.9万股 | $125.1万 | 1.9万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.77% | 0.38% | $118.8万 | 4,720股 | $52.2万 | 2,398股 | +2,322股+96.83% | 加仓 |
 礼来LLY |
| 0.75% | 0.64% | $116.2万 | 969股 | $87.0万 | 946股 | +23股+2.43% | 加仓 |
 摩根大通JPM |
| 0.71% | 0.69% | $109.2万 | 3,336股 | $93.9万 | 3,192股 | +144股+4.51% | 加仓 |
| B纽约梅隆银行BK |
| 0.69% | 0.64% | $106.1万 | 7,339股 | $86.7万 | 7,312股 | +27股+0.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.62% | $98.7万 | 2,793股 | $83.7万 | 2,919股 | -126股-4.32% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.63% | 0.6% | $97.7万 | 3,252股 | $81.4万 | 3,280股 | -28股-0.85% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.61% | 0.59% | $93.2万 | 7,506股 | $79.5万 | 1,865股 | +5,641股+302.47% | 加仓 |
| VVIRTUS ETF TR IISEIX |
| 0.6% | 0.77% | $91.7万 | 4.0万股 | $104.1万 | 4.5万股 | -5,526股-12.24% | 减仓 |
| Q高通QCOM |
| 0.59% | 0.46% | $90.9万 | 4,917股 | $63.0万 | 4,894股 | +23股+0.47% | 加仓 |
 家得宝HD |
| 0.58% | 0.61% | $89.3万 | 2,531股 | $83.2万 | 2,531股 | 00.00% | 持仓不变 |
 NUVEEN NY DIVI ADVNAN |
| 0.57% | 0.62% | $87.9万 | 7.5万股 | $83.6万 | 7.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.58% | $85.3万 | 1,704股 | $79.4万 | 1,657股 | +47股+2.84% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.53% | 0.61% | $82.3万 | 8,920股 | $83.4万 | 9,036股 | -116股-1.28% | 减仓 |
