| SSPDR标普500 ETFSPY |
| 9.43% | 12.67% | $1,369.6万 | 1.8万股 | $1,676.3万 | 2.6万股 | -7,436股-28.85% | 减仓 |
| G通用动力VTI |
| 5.71% | 6.28% | $829.4万 | 2.2万股 | $831.1万 | 2.6万股 | -3,491股-13.48% | 减仓 |
| IiShares安硕信托LQD |
| 4.81% | 3.67% | $697.8万 | 6.4万股 | $486.3万 | 4.5万股 | +1.9万股+43.38% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.66% | 4.42% | $677.1万 | 7.9万股 | $585.2万 | 7.6万股 | +3,313股+4.37% | 加仓 |
| I景顺QQQ信托VOO |
| 4.65% | 5.53% | $675.7万 | 9,176股 | $731.7万 | 1.3万股 | -3,502股-27.62% | 减仓 |
| IiShares安硕·COREIJR |
| 4.5% | 3.96% | $652.8万 | 4.4万股 | $524.0万 | 4.2万股 | +1,864股+4.42% | 加仓 |
| IiShares安硕信托IEFA |
| 3.11% | 3.22% | $450.8万 | 4.7万股 | $425.7万 | 4.7万股 | -345股-0.73% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.1% | 1.95% | $450.5万 | 9.3万股 | $258.3万 | 5.4万股 | +3.9万股+73.01% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 2.78% | 1.87% | $403.9万 | 4.2万股 | $247.1万 | 2.6万股 | +1.6万股+62.34% | 加仓 |
| IiShares安硕·COREIJH |
| 2.67% | 4.06% | $387.8万 | 5.0万股 | $537.0万 | 8.0万股 | -2.9万股-36.75% | 减仓 |
| V先锋领航指数基金VBK |
| 2.67% | 2.25% | $387.4万 | 1.1万股 | $297.8万 | 9,852股 | +741股+7.52% | 加仓 |
| IiShares安硕信托AGG |
| 2.51% | 2.31% | $364.8万 | 3.7万股 | $305.8万 | 3.1万股 | +6,059股+19.67% | 加仓 |
| WWEC ENERGY COMIDU |
| 2.37% | 2.57% | $343.6万 | 2.9万股 | $340.7万 | 2.9万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 2.33% | 1.93% | $338.3万 | 1.6万股 | $255.5万 | 1.3万股 | +2,503股+19.22% | 加仓 |
 苹果AAPL |
| 2.15% | 2.49% | $312.1万 | 1.1万股 | $328.9万 | 1.3万股 | -2,174股-16.77% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.14% | 1.58% | $310.3万 | 5.2万股 | $208.7万 | 3.9万股 | +1.3万股+34.66% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.68% | 1.46% | $244.3万 | 2.4万股 | $193.6万 | 1.9万股 | +4,317股+22.27% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.65% | 1.66% | $239.9万 | 1.9万股 | $219.1万 | 5,139股 | +1.4万股+275.97% | 加仓 |
 博通AVGO |
| 1.52% | 1.34% | $220.7万 | 5,841股 | $177.2万 | 5,724股 | +117股+2.04% | 加仓 |
 谷歌AGOOGL |
| 1.48% | 1.23% | $215.3万 | 6,024股 | $163.0万 | 5,668股 | +356股+6.28% | 加仓 |
| IiShares安硕信托HYG |
| 1.45% | 1.56% | $210.4万 | 2.6万股 | $205.9万 | 2.6万股 | +431股+1.67% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.29% | 0.68% | $187.9万 | 3.5万股 | $89.9万 | 1.7万股 | +1.8万股+104.33% | 加仓 |
 英伟达NVDA |
| 1.27% | 1.15% | $184.2万 | 9,204股 | $152.5万 | 8,745股 | +459股+5.25% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.26% | 1.19% | $182.3万 | 1.2万股 | $158.0万 | 1.2万股 | +120股+0.97% | 加仓 |
 特斯拉TSLA |
| 1.2% | 1.08% | $174.1万 | 4,139股 | $143.2万 | 3,851股 | +288股+7.48% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.15% | 1.02% | $166.3万 | 3.8万股 | $134.7万 | 3.3万股 | +4,768股+14.45% | 加仓 |
 摩根大通JPM |
| 1.09% | 1.2% | $157.5万 | 4,813股 | $158.7万 | 5,396股 | -583股-10.80% | 减仓 |
| IIBMIBM |
| 1.08% | 0.58% | $156.1万 | 5,550股 | $76.7万 | 3,166股 | +2,384股+75.30% | 加仓 |
| IiShares安硕信托IWS |
| 1.05% | 0.85% | $152.9万 | 9,291股 | $112.8万 | 7,740股 | +1,551股+20.04% | 加仓 |
 微软MSFT |
| 1.05% | 1.08% | $152.5万 | 4,089股 | $142.8万 | 3,857股 | +232股+6.02% | 加仓 |
 亚马逊AMZN |
| 1% | 0.92% | $145.7万 | 6,114股 | $121.5万 | 5,833股 | +281股+4.82% | 加仓 |
 礼来LLY |
| 0.99% | 0.76% | $143.9万 | 1,200股 | $100.6万 | 1,094股 | +106股+9.69% | 加仓 |
 沃尔玛WMT |
| 0.99% | 1.03% | $143.4万 | 1.3万股 | $136.9万 | 1.1万股 | +1,649股+14.97% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.99% | 0.69% | $143.4万 | 3.7万股 | $91.2万 | 2.6万股 | +1.1万股+42.11% | 加仓 |
 Meta平台META |
| 0.97% | 0.99% | $140.6万 | 2,496股 | $131.4万 | 2,297股 | +199股+8.66% | 加仓 |
 卡特彼勒CAT |
| 0.96% | 1.32% | $139.1万 | 1,306股 | $174.6万 | 2,464股 | -1,158股-47.00% | 减仓 |
 联合包裹UPSUPS |
| 0.95% | 0.48% | $138.0万 | 1.3万股 | $63.7万 | 6,475股 | +6,362股+98.25% | 加仓 |
| N新纪元能源NEE |
| 0.93% | 0.83% | $134.3万 | 1.5万股 | $109.5万 | 1.2万股 | +3,516股+29.83% | 加仓 |
 可口可乐KO |
| 0.93% | 0.36% | $134.3万 | 1.7万股 | $47.2万 | 6,209股 | +1.0万股+166.15% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 0.86% | $133.7万 | 2,671股 | $113.9万 | 2,376股 | +295股+12.42% | 加仓 |
| IiShares安硕信托EEM |
| 0.9% | 0.81% | $130.6万 | 1.9万股 | $107.1万 | 1.9万股 | +231股+1.23% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.89% | 1.03% | $129.7万 | 1.2万股 | $135.8万 | 1.4万股 | -1,497股-10.71% | 减仓 |
 埃克森美孚XOM |
| 0.87% | 0.65% | $126.1万 | 9,223股 | $86.3万 | 5,087股 | +4,136股+81.31% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.82% | 0.77% | $118.8万 | 2,332股 | $102.3万 | 1,500股 | +832股+55.47% | 加仓 |
 空气化工APD |
| 0.77% | 0.39% | $111.7万 | 3,809股 | $51.9万 | 1,787股 | +2,022股+113.15% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.76% | 0.48% | $110.0万 | 6,556股 | $63.7万 | 3,035股 | +3,521股+116.01% | 加仓 |
 VisaV |
| 0.73% | 0.41% | $105.6万 | 3,078股 | $53.6万 | 1,775股 | +1,303股+73.41% | 加仓 |
| IInnovator ETF信托BJUL |
| 0.51% | 0.92% | $74.3万 | 1.4万股 | $121.5万 | 2.4万股 | -1.1万股-44.07% | 减仓 |
| IInnovator ETF信托IFEB |
| 0.49% | 0.55% | $70.4万 | 2.3万股 | $73.3万 | 2.5万股 | -2,080股-8.46% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.45% | 0.58% | $65.6万 | 1.5万股 | $76.4万 | 2.0万股 | -4,875股-24.79% | 减仓 |
