| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 15.56% | 15.03% | $2,464.1万 | 72.8万股 | $2,132.6万 | 73.2万股 | -3,941股-0.54% | 减仓 |
 苹果AAPL |
| 15.25% | 20.13% | $2,416.0万 | 8.3万股 | $2,856.1万 | 11.3万股 | -2.9万股-25.81% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 12.97% | 12.47% | $2,053.6万 | 59.0万股 | $1,769.5万 | 58.0万股 | +9,776股+1.69% | 加仓 |
| S嘉信策略信托SCHD |
| 4.15% | 4.34% | $656.6万 | 20.7万股 | $615.5万 | 20.1万股 | +6,446股+3.21% | 加仓 |
| S嘉信策略信托SCHF |
| 4.03% | 4.15% | $638.8万 | 23.1万股 | $588.4万 | 23.8万股 | -7,118股-2.99% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.78% | 3.69% | $598.2万 | 2.5万股 | $523.1万 | 2.4万股 | +540股+2.24% | 加仓 |
| V先锋领航指数基金VBK |
| 3.71% | 3.4% | $588.2万 | 1.6万股 | $482.8万 | 1.6万股 | +111股+0.69% | 加仓 |
| S嘉信策略信托SCHE |
| 2.76% | 2.74% | $437.1万 | 12.1万股 | $388.7万 | 11.8万股 | +2,579股+2.19% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 2.67% | 3.11% | $423.6万 | 18.7万股 | $440.7万 | 19.4万股 | -7,226股-3.72% | 减仓 |
 泛林集团LRCX |
| 2.52% | 1.39% | $399.6万 | 9,222股 | $196.8万 | 9,213股 | +9股+0.10% | 加仓 |
 特斯拉TSLA |
| 2.28% | 2.3% | $361.7万 | 8,599股 | $326.2万 | 8,776股 | -177股-2.02% | 减仓 |
| IiShares安硕信托CMF |
| 1.83% | — | $289.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.8% | 2.01% | $285.6万 | 6.1万股 | $285.2万 | 6.1万股 | +257股+0.42% | 加仓 |
 应用材料AMAT |
| 1.47% | 0.78% | $233.3万 | 3,227股 | $110.3万 | 3,227股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.3% | 1.29% | $206.4万 | 8,658股 | $182.6万 | 8,769股 | -111股-1.27% | 减仓 |
| S嘉信策略信托SCHM |
| 1.23% | 1.18% | $194.9万 | 5.3万股 | $167.7万 | 5.4万股 | -1,305股-2.41% | 减仓 |
| V先锋领航指数基金VTV |
| 1.2% | 1.34% | $190.0万 | 8,720股 | $190.7万 | 9,719股 | -999股-10.28% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.2% | 1.35% | $189.9万 | 2,543股 | $190.9万 | 2,935股 | -392股-13.36% | 减仓 |
| S嘉信·USSCHA |
| 1.15% | 1.08% | $182.3万 | 5.0万股 | $153.0万 | 5.3万股 | -2,134股-4.06% | 减仓 |
| NNOVANVMI |
| 1.13% | 1.14% | $179.6万 | 3,307股 | $161.2万 | 3,713股 | -406股-10.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.09% | $177.8万 | 5,032股 | $154.9万 | 5,400股 | -368股-6.81% | 减仓 |
 思科CSCO |
| 1.07% | 0.82% | $170.1万 | 1.4万股 | $116.0万 | 1.5万股 | -466股-3.12% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.94% | 1.21% | $149.1万 | 9,435股 | $172.3万 | 1.2万股 | -2,198股-18.89% | 减仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.89% | 1.03% | $140.2万 | 4.4万股 | $145.6万 | 4.6万股 | -1,792股-3.90% | 减仓 |
 英伟达NVDA |
| 0.83% | 0.81% | $131.6万 | 6,576股 | $115.1万 | 6,602股 | -26股-0.39% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.8% | 0.94% | $126.5万 | 5.2万股 | $133.4万 | 5.5万股 | -2,559股-4.66% | 减仓 |
| V先锋领航·MIDVO |
| 0.73% | 0.75% | $115.5万 | 1.4万股 | $106.7万 | 3,717股 | +1.1万股+285.69% | 加仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 0.69% | 0.82% | $109.0万 | 3.5万股 | $116.9万 | 3.7万股 | -2,376股-6.39% | 减仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.56% | $102.8万 | 1,396股 | $79.3万 | 1,374股 | +22股+1.60% | 加仓 |
 VisaV |
| 0.61% | 0.61% | $96.4万 | 2,811股 | $86.1万 | 2,849股 | -38股-1.33% | 减仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.53% | 0.59% | $84.1万 | 3.4万股 | $83.4万 | 3.4万股 | +376股+1.11% | 加仓 |
| V先锋领航指数基金VB |
| 0.51% | 0.49% | $81.2万 | 2,679股 | $70.0万 | 2,672股 | +7股+0.26% | 加仓 |
 LumentumLITE |
| 0.49% | 0.45% | $77.2万 | 900股 | $63.2万 | 900股 | 00.00% | 持仓不变 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.44% | 0.44% | $69.9万 | 1.7万股 | $61.8万 | 1.7万股 | -2股-0.01% | 减仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 0.43% | 0.42% | $68.5万 | 8,801股 | $59.8万 | 8,775股 | +26股+0.30% | 加仓 |
| SSANDISK COMSNDK |
| 0.4% | 0.15% | $63.7万 | 280股 | $20.6万 | 324股 | -44股-13.58% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.39% | 0.35% | $61.4万 | 4,859股 | $49.6万 | 3,560股 | +1,299股+36.49% | 加仓 |
 西部数据WDC |
| 0.35% | 0.19% | $55.8万 | 874股 | $26.4万 | 976股 | -102股-10.45% | 减仓 |
| G通用动力VTI |
| 0.33% | 0.32% | $51.7万 | 1,396股 | $44.8万 | 1,395股 | +1股+0.07% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.32% | 0.38% | $50.5万 | 2.2万股 | $54.0万 | 2.3万股 | -1,427股-6.14% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR DJ INDL AVG DVDJD |
| 0.32% | — | $50.4万 | 7,947股 | $0 | 0股 | +7,947股 | 新买入 |
 微软MSFT |
| 0.31% | 0.35% | $49.7万 | 1,333股 | $49.0万 | 1,323股 | +10股+0.76% | 加仓 |
 直觉外科ISRG |
| 0.29% | 0.46% | $46.1万 | 1,158股 | $65.6万 | 1,424股 | -266股-18.68% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.28% | 0.37% | $43.9万 | 1,856股 | $52.1万 | 2,423股 | -567股-23.40% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.26% | 0.32% | $40.4万 | 2.1万股 | $45.8万 | 2.3万股 | -2,740股-11.74% | 减仓 |
 雪佛龙CVX |
| 0.25% | 0.26% | $39.9万 | 2,405股 | $37.0万 | 1,787股 | +618股+34.58% | 加仓 |
| IINVESCO T DYNMC SEMICNDTPSI |
| 0.25% | — | $39.5万 | 2,104股 | $0 | 0股 | +2,104股 | 新买入 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 0.24% | 0.25% | $37.7万 | 8,169股 | $35.5万 | 8,053股 | +116股+1.44% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.23% | 0.29% | $36.1万 | 1.8万股 | $40.5万 | 2.1万股 | -2,290股-11.03% | 减仓 |
 AMD超威AMD |
| 0.22% | — | $34.2万 | 589股 | $0 | 0股 | +589股 | 新买入 |
