| IiShares安硕信托IVV |
| 80.38% | 75.71% | $5,840.3万 | 7.8万股 | $5,364.9万 | 8.2万股 | -4,145股-5.05% | 减仓 |
| IiShares安硕IEMG |
| 6.31% | 2.39% | $458.5万 | 5.5万股 | $169.7万 | 2.4万股 | +3.1万股+127.50% | 加仓 |
| IiShares安硕·COREIJR |
| 4.07% | 3.8% | $295.6万 | 2.0万股 | $269.0万 | 2.2万股 | -1,706股-7.88% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.59% | 2.45% | $188.4万 | 7,755股 | $173.8万 | 7,999股 | -244股-3.05% | 减仓 |
| V先锋领航指数基金VOO |
| 1.75% | 1.56% | $127.5万 | 1,856股 | $110.8万 | 1,855股 | +1股+0.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.31% | 1.17% | $95.4万 | 1,278股 | $83.1万 | 1,278股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.85% | 0.65% | $62.0万 | 2,144股 | $46.0万 | 1,814股 | +330股+18.19% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.82% | 0.76% | $59.6万 | 2,800股 | $53.7万 | 2,800股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.55% | — | $39.8万 | 1,113股 | $0 | 0股 | +1,113股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.54% | 0.43% | $39.3万 | 533股 | $30.8万 | 533股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.44% | 0.39% | $31.7万 | 450股 | $27.8万 | 450股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.33% | — | $24.0万 | 800股 | $0 | 0股 | +800股 | 新买入 |
| NNEW FOUND GOLDNFGC |
| 0.05% | — | $3.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
