| S道富SPYM |
| 15.79% | 14.57% | $2,519.1万 | 28.7万股 | $2,070.5万 | 27.1万股 | +1.6万股+5.97% | 加仓 |
| S道富SPAB |
| 11.24% | 12.62% | $1,793.3万 | 70.3万股 | $1,793.8万 | 70.0万股 | +2,541股+0.36% | 加仓 |
| SSPDR道富指数基金SPDW |
| 8.85% | 8.42% | $1,412.0万 | 28.0万股 | $1,196.9万 | 26.2万股 | +1.8万股+6.88% | 加仓 |
| S道富SPIB |
| 5.74% | 6.52% | $915.9万 | 27.4万股 | $927.2万 | 27.6万股 | -2,707股-0.98% | 减仓 |
| V先锋领航·MIDVO |
| 5.73% | 5.2% | $915.1万 | 11.4万股 | $739.0万 | 2.6万股 | +8.8万股+341.37% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.69% | 5.57% | $907.6万 | 3.8万股 | $792.1万 | 3.7万股 | +1,526股+4.14% | 加仓 |
| IiShares安硕信托AGG |
| 4.47% | 4.46% | $713.3万 | 7.2万股 | $633.8万 | 6.4万股 | +8,215股+12.87% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.97% | 3.7% | $633.0万 | 10.6万股 | $525.6万 | 9.7万股 | +8,811股+9.06% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.5% | 3.34% | $558.7万 | 5.8万股 | $474.0万 | 5.3万股 | +4,498股+8.42% | 加仓 |
| IiShares安硕·COREIJR |
| 3.05% | 2.65% | $486.9万 | 3.3万股 | $376.6万 | 3.0万股 | +2,539股+8.38% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.54% | 2.51% | $406.1万 | 5,438股 | $356.8万 | 5,487股 | -49股-0.89% | 减仓 |
| S道富SPMD |
| 2.44% | 2.41% | $389.7万 | 5.8万股 | $342.9万 | 5.8万股 | -233股-0.40% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.42% | 2.22% | $386.4万 | 2.0万股 | $316.0万 | 2.4万股 | -3,492股-14.69% | 减仓 |
 礼来LLY |
| 1.79% | 1.56% | $286.1万 | 2,385股 | $221.0万 | 2,403股 | -18股-0.75% | 减仓 |
| IiShares安硕信托IVV |
| 1.45% | 1.42% | $231.9万 | 3,097股 | $201.2万 | 3,080股 | +17股+0.55% | 加仓 |
 苹果AAPL |
| 1.07% | 1.06% | $171.0万 | 5,911股 | $151.2万 | 5,957股 | -46股-0.77% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.9% | 0.94% | $144.3万 | 2.8万股 | $133.4万 | 2.8万股 | -570股-2.00% | 减仓 |
| S道富SPSM |
| 0.89% | 0.86% | $142.7万 | 2.5万股 | $121.6万 | 2.5万股 | -420股-1.67% | 减仓 |
 Meta平台META |
| 0.84% | 0.96% | $133.8万 | 2,376股 | $136.4万 | 2,384股 | -8股-0.34% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.74% | 0.56% | $118.3万 | 1.4万股 | $79.2万 | 9,565股 | +4,747股+49.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.7% | 0.71% | $111.9万 | 1.6万股 | $100.6万 | 1.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.63% | $109.3万 | 3,093股 | $89.2万 | 3,108股 | -15股-0.48% | 减仓 |
| SSPDR道富系列信托SPYD |
| 0.67% | 0.79% | $106.4万 | 2.2万股 | $112.8万 | 2.5万股 | -2,479股-10.01% | 减仓 |
| IiShares安硕信托USRT |
| 0.65% | 0.72% | $103.5万 | 1.6万股 | $101.6万 | 1.7万股 | -1,596股-9.29% | 减仓 |
| S道富XLI |
| 0.65% | 0.64% | $103.1万 | 5,565股 | $90.7万 | 5,611股 | -46股-0.82% | 减仓 |
 AFLAC COMAFL |
| 0.6% | 0.64% | $96.5万 | 8,227股 | $90.6万 | 8,261股 | -34股-0.41% | 减仓 |
 爱迪生联合电气ED |
| 0.57% | 0.66% | $91.0万 | 8,226股 | $93.4万 | 8,256股 | -30股-0.36% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.56% | 0.6% | $89.9万 | 7,663股 | $84.6万 | 7,763股 | -100股-1.29% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.56% | 0.6% | $89.1万 | 8,714股 | $86.0万 | 9,090股 | -376股-4.14% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.51% | 0.54% | $81.8万 | 2.0万股 | $77.2万 | 2.1万股 | -978股-4.63% | 减仓 |
 可口可乐KO |
| 0.5% | 0.53% | $79.7万 | 9,802股 | $75.3万 | 9,903股 | -101股-1.02% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.5% | 0.56% | $79.6万 | 5,019股 | $79.5万 | 5,421股 | -402股-7.42% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.49% | 0.57% | $77.9万 | 1.5万股 | $81.7万 | 1.7万股 | -2,009股-12.15% | 减仓 |
 TARGET COMTGT |
| 0.48% | 0.51% | $76.9万 | 5,888股 | $72.7万 | 5,996股 | -108股-1.80% | 减仓 |
 宝洁PG |
| 0.45% | 0.5% | $72.1万 | 4,916股 | $70.5万 | 4,884股 | +32股+0.66% | 加仓 |
 金佰利KMB |
| 0.45% | 0.44% | $72.1万 | 6,564股 | $63.0万 | 6,528股 | +36股+0.55% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.45% | 0.46% | $71.7万 | 8,556股 | $65.7万 | 8,747股 | -191股-2.18% | 减仓 |
 ADPADP |
| 0.44% | 0.44% | $69.6万 | 3,109股 | $62.9万 | 3,098股 | +11股+0.36% | 加仓 |
 SYSCO COMSYY |
| 0.43% | 0.4% | $68.5万 | 8,200股 | $56.7万 | 7,946股 | +254股+3.20% | 加仓 |
| IiShares安硕信托EEM |
| 0.43% | 0.42% | $68.1万 | 9,958股 | $59.3万 | 1.0万股 | -487股-4.66% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.41% | 0.44% | $65.4万 | 7,918股 | $63.0万 | 7,918股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.38% | 0.44% | $61.2万 | 1.8万股 | $63.1万 | 1.6万股 | +1,987股+12.11% | 加仓 |
 威瑞森VZ |
| 0.35% | 0.46% | $55.5万 | 1.3万股 | $65.8万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.31% | 0.35% | $49.9万 | 6,795股 | $50.0万 | 6,795股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.31% | 0.31% | $49.6万 | 1,515股 | $44.6万 | 1,515股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.3% | 0.28% | $47.4万 | 1.3万股 | $39.4万 | 1.3万股 | +116股+0.91% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.29% | $47.1万 | 686股 | $40.9万 | 685股 | +1股+0.15% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.28% | 0.3% | $44.7万 | 2,826股 | $43.2万 | 2,914股 | -88股-3.02% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.28% | $41.0万 | 820股 | $39.3万 | 820股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.25% | 0.22% | $40.3万 | 4,864股 | $30.9万 | 4,436股 | +428股+9.65% | 加仓 |
