| SSPDR道富系列信托BIL |
| 25.9% | 28.74% | $3,428.8万 | 37.4万股 | $3,393.3万 | 37.0万股 | +3,879股+1.05% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 12.28% | 11.63% | $1,625.0万 | 31.4万股 | $1,373.4万 | 30.4万股 | +9,964股+3.27% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.4% | 5.41% | $715.1万 | 17.3万股 | $639.1万 | 16.4万股 | +9,289股+5.66% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.58% | 4.21% | $606.9万 | 15.1万股 | $496.6万 | 14.7万股 | +4,252股+2.90% | 加仓 |
 苹果AAPL |
| 3.8% | 3.61% | $503.6万 | 1.7万股 | $425.7万 | 1.7万股 | +629股+3.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.23% | 3.57% | $428.2万 | 5,734股 | $421.2万 | 6,477股 | -743股-11.47% | 减仓 |
| V先锋领航指数基金VOO |
| 2.43% | 2.26% | $321.6万 | 4,368股 | $266.6万 | 4,621股 | -253股-5.48% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.1% | 2.39% | $277.4万 | 4.8万股 | $282.4万 | 4.8万股 | -579股-1.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.76% | 1.46% | $232.6万 | 4,648股 | $172.8万 | 3,607股 | +1,041股+28.86% | 加仓 |
 谷歌AGOOGL |
| 1.69% | 1.44% | $223.4万 | 6,253股 | $169.8万 | 5,905股 | +348股+5.89% | 加仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 1.6% | 1.8% | $212.1万 | 2.8万股 | $212.3万 | 2.8万股 | -30股-0.11% | 减仓 |
| UUBS ETRACS ALERIAN MLP INDEX ETN SERIES BAMUB |
| 1.43% | 1.62% | $188.8万 | 8.7万股 | $191.2万 | 8.8万股 | -911股-1.03% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.4% | 1.4% | $184.7万 | 2.2万股 | $165.9万 | 2.2万股 | +98股+0.46% | 加仓 |
 亚马逊AMZN |
| 1.31% | 1.24% | $173.3万 | 7,271股 | $146.6万 | 7,037股 | +234股+3.33% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.07% | $158.1万 | 4,474股 | $126.0万 | 4,394股 | +80股+1.82% | 加仓 |
 Meta平台META |
| 1.01% | 1.16% | $134.3万 | 2,383股 | $137.3万 | 2,399股 | -16股-0.67% | 减仓 |
 微软MSFT |
| 1% | 1.1% | $132.0万 | 3,538股 | $129.5万 | 3,499股 | +39股+1.11% | 加仓 |
 摩根大通JPM |
| 0.98% | 0.97% | $129.8万 | 3,965股 | $114.7万 | 3,900股 | +65股+1.67% | 加仓 |
| V先锋领航指数基金VB |
| 0.86% | 0.83% | $113.4万 | 3,740股 | $97.7万 | 3,729股 | +11股+0.29% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.85% | 0.83% | $112.9万 | 8,812股 | $97.9万 | 8,805股 | +7股+0.08% | 加仓 |
 博通AVGO |
| 0.83% | 0.74% | $109.6万 | 2,900股 | $87.7万 | 2,832股 | +68股+2.40% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.82% | 0.64% | $108.7万 | 5,704股 | $75.8万 | 5,704股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.68% | 0.24% | $90.5万 | 6,481股 | $28.6万 | 6,481股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.58% | 0.69% | $76.5万 | 2,076股 | $81.2万 | 1,887股 | +189股+10.02% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.58% | 0.58% | $76.3万 | 1.3万股 | $69.0万 | 1.3万股 | +12股+0.09% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.57% | 0.61% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.53% | 0.32% | $70.3万 | 1.4万股 | $38.0万 | 7,475股 | +6,400股+85.62% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.52% | 0.5% | $69.5万 | 5,596股 | $59.2万 | 1,389股 | +4,207股+302.88% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.49% | 0.48% | $64.9万 | 1.5万股 | $56.8万 | 1.5万股 | +1股+0.01% | 加仓 |
 威瑞森VZ |
| 0.47% | 0.63% | $62.5万 | 1.5万股 | $74.5万 | 1.5万股 | -73股-0.49% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.46% | 0.47% | $61.5万 | 2,890股 | $55.4万 | 2,886股 | +4股+0.14% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.46% | 0.52% | $61.5万 | 7,485股 | $61.8万 | 7,485股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.46% | 0.34% | $61.3万 | 5,220股 | $40.5万 | 5,220股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.46% | 0.52% | $61.1万 | 1,733股 | $61.5万 | 1,870股 | -137股-7.33% | 减仓 |
| B纽约梅隆银行BK |
| 0.46% | 0.54% | $60.8万 | 4,204股 | $64.0万 | 5,395股 | -1,191股-22.08% | 减仓 |
 美国运通AXP |
| 0.44% | 0.4% | $58.1万 | 1,717股 | $47.7万 | 1,575股 | +142股+9.02% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.43% | 0.44% | $57.4万 | 2,424股 | $52.1万 | 2,424股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.39% | 0.29% | $52.2万 | 490股 | $34.7万 | 490股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.39% | 0.36% | $51.7万 | 1,213股 | $42.6万 | 1,190股 | +23股+1.93% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.38% | 0.35% | $50.7万 | 1,688股 | $41.8万 | 1,687股 | +1股+0.06% | 加仓 |
 艾伯维ABBV |
| 0.37% | 0.36% | $48.3万 | 1,920股 | $42.4万 | 1,948股 | -28股-1.44% | 减仓 |
 爱德华生命科学EW |
| 0.36% | 0.36% | $47.8万 | 5,286股 | $42.2万 | 5,265股 | +21股+0.40% | 加仓 |
 宝洁PG |
| 0.35% | 0.36% | $46.9万 | 3,200股 | $43.0万 | 2,974股 | +226股+7.60% | 加仓 |
 VisaV |
| 0.35% | 0.34% | $46.1万 | 1,344股 | $39.7万 | 1,314股 | +30股+2.28% | 加仓 |
| G通用动力VTI |
| 0.35% | 0.34% | $45.9万 | 1,239股 | $39.7万 | 1,236股 | +3股+0.24% | 加仓 |
 雷神技术RTX |
| 0.34% | 0.39% | $45.0万 | 2,371股 | $45.6万 | 2,366股 | +5股+0.21% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.34% | 0.35% | $44.5万 | 2,251股 | $41.3万 | 2,241股 | +10股+0.45% | 加仓 |
| PPacer基金信托COWZ |
| 0.34% | 0.3% | $44.4万 | 7,135股 | $35.8万 | 5,725股 | +1,410股+24.63% | 加仓 |
| AALERIAN MLP IDX ETNS DUE JANUARY 28, 2044AMJB |
| 0.33% | 0.37% | $43.4万 | 1.3万股 | $44.2万 | 1.3万股 | -190股-1.49% | 减仓 |
| IiShares安硕信托SHV |
| 0.32% | 0.36% | $42.9万 | 3,891股 | $43.0万 | 3,891股 | 00.00% | 持仓不变 |
