| IiShares安硕信托IVV |
| 17.31% | 17.21% | $1,896.7万 | 2.5万股 | $1,806.1万 | 2.8万股 | -2,322股-8.40% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 8.15% | 7.66% | $893.4万 | 5.7万股 | $803.6万 | 5.8万股 | -1,176股-2.02% | 减仓 |
| F富达Covington信托FESM |
| 6.81% | 5.81% | $746.6万 | 15.5万股 | $609.6万 | 16.0万股 | -5,812股-3.62% | 减仓 |
| VVanEck Russia ETFBBH |
| 6.79% | 6.52% | $744.4万 | 7.2万股 | $683.7万 | 7.1万股 | +895股+1.27% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 5.91% | 5.71% | $648.0万 | 5.7万股 | $598.7万 | 5.8万股 | -514股-0.89% | 减仓 |
| IiShares安硕·COREIJH |
| 5.73% | 5.93% | $627.7万 | 8.1万股 | $622.4万 | 9.2万股 | -1.1万股-11.69% | 减仓 |
| SSPDR行业精选信托XLRE |
| 5.12% | 4.99% | $560.7万 | 12.7万股 | $523.3万 | 12.8万股 | -823股-0.64% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 5.05% | 5.16% | $553.6万 | 10.0万股 | $541.1万 | 9.8万股 | +2,593股+2.65% | 加仓 |
 CENTRAL SECSCET |
| 5% | 5.14% | $547.5万 | 11.0万股 | $539.0万 | 10.7万股 | +2,396股+2.24% | 加仓 |
| SSPDR行业精选信托XLP |
| 4.61% | 4.76% | $505.6万 | 6.1万股 | $499.6万 | 6.1万股 | -77股-0.13% | 减仓 |
| G高盛ETF信托GINC |
| 3.3% | 3.12% | $361.1万 | 6.5万股 | $327.8万 | 6.6万股 | -521股-0.80% | 减仓 |
| WWORLD GOLD TRGLD |
| 2.55% | 3.13% | $279.4万 | 3.5万股 | $328.7万 | 3.5万股 | -273股-0.77% | 减仓 |
 苹果AAPL |
| 1.78% | 1.74% | $194.6万 | 6,725股 | $183.1万 | 7,214股 | -489股-6.78% | 减仓 |
 微软MSFT |
| 1.55% | 1.6% | $170.0万 | 4,557股 | $168.2万 | 4,544股 | +13股+0.29% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.23% | 1.24% | $134.6万 | 2.6万股 | $130.2万 | 2.5万股 | +899股+3.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.2% | 1.02% | $131.9万 | 3,732股 | $107.1万 | 3,732股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 1.07% | 1.1% | $117.6万 | 1.2万股 | $115.9万 | 1.2万股 | -326股-2.65% | 减仓 |
 埃克森美孚XOM |
| 1.07% | 1.59% | $117.4万 | 8,590股 | $167.2万 | 9,853股 | -1,263股-12.82% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.95% | 0.95% | $103.9万 | 6,576股 | $99.4万 | 6,714股 | -138股-2.06% | 减仓 |
 摩根大通JPM |
| 0.93% | 0.86% | $101.6万 | 3,105股 | $90.1万 | 3,062股 | +43股+1.40% | 加仓 |
 谷歌AGOOGL |
| 0.88% | 0.76% | $96.6万 | 2,702股 | $79.5万 | 2,766股 | -64股-2.31% | 减仓 |
 亚马逊AMZN |
| 0.87% | 0.8% | $95.2万 | 3,995股 | $83.6万 | 4,015股 | -20股-0.50% | 减仓 |
| V先锋领航指数基金VOO |
| 0.82% | 0.8% | $89.8万 | 1,308股 | $83.8万 | 1,403股 | -95股-6.77% | 减仓 |
 可口可乐KO |
| 0.77% | 0.77% | $84.5万 | 1.0万股 | $81.3万 | 1.1万股 | -294股-2.75% | 减仓 |
 CLOROX DELCLX |
| 0.67% | 0.76% | $73.3万 | 7,680股 | $79.6万 | 7,680股 | 00.00% | 持仓不变 |
 VisaV |
| 0.64% | 0.52% | $69.8万 | 2,033股 | $54.6万 | 1,806股 | +227股+12.57% | 加仓 |
 艾伯维ABBV |
| 0.51% | 0.58% | $55.6万 | 2,211股 | $61.1万 | 2,811股 | -600股-21.34% | 减仓 |
 雪佛龙CVX |
| 0.49% | 0.64% | $54.2万 | 3,269股 | $67.1万 | 3,243股 | +26股+0.80% | 加仓 |
 沃尔玛WMT |
| 0.49% | 0.71% | $53.8万 | 4,750股 | $74.6万 | 6,000股 | -1,250股-20.83% | 减仓 |
 Meta平台META |
| 0.45% | 0.49% | $48.8万 | 866股 | $51.0万 | 891股 | -25股-2.81% | 减仓 |
 QUANTA SVCSPWR |
| 0.42% | 0.36% | $45.5万 | 632股 | $38.0万 | 692股 | -60股-8.67% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.42% | $44.9万 | 898股 | $43.9万 | 917股 | -19股-2.07% | 减仓 |
 应用材料AMAT |
| 0.4% | 0.2% | $43.5万 | 601股 | $20.5万 | 601股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.37% | 0.3% | $40.8万 | 794股 | $31.7万 | 635股 | +159股+25.04% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.36% | 0.37% | $39.8万 | 5,587股 | $39.0万 | 6,087股 | -500股-8.21% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.36% | 0.33% | $39.1万 | 6,101股 | $35.0万 | 5,368股 | +733股+13.65% | 加仓 |
| KKINSALE CAPKNSL |
| 0.32% | 0.33% | $35.3万 | 1,070股 | $34.6万 | 1,014股 | +56股+5.52% | 加仓 |
 麦当劳MCD |
| 0.29% | 0.35% | $32.2万 | 1,191股 | $37.0万 | 1,191股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.29% | 0.26% | $31.7万 | 450股 | $27.8万 | 450股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.29% | 0.19% | $31.5万 | 758股 | $20.4万 | 755股 | +3股+0.40% | 加仓 |
 CVS健康CVS |
| 0.28% | 0.21% | $31.0万 | 3,000股 | $21.5万 | 3,000股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.28% | 0.26% | $30.3万 | 3,300股 | $27.8万 | 3,260股 | +40股+1.23% | 加仓 |
 爱德华生命科学EW |
| 0.27% | 0.25% | $30.0万 | 3,315股 | $26.1万 | 3,254股 | +61股+1.87% | 加仓 |
 雅培ABT |
| 0.27% | 0.33% | $29.8万 | 3,279股 | $35.0万 | 3,408股 | -129股-3.79% | 减仓 |
 家得宝HD |
| 0.27% | 0.28% | $29.3万 | 832股 | $29.2万 | 888股 | -56股-6.31% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.27% | 0.25% | $29.1万 | 1,607股 | $26.3万 | 1,588股 | +19股+1.20% | 加仓 |
 霍尼韦尔HON |
| 0.26% | 0.27% | $28.5万 | 1,275股 | $28.8万 | 1,275股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.25% | 0.36% | $27.8万 | 1,900股 | $37.4万 | 2,545股 | -645股-25.34% | 减仓 |
 特灵科技TT |
| 0.24% | 0.21% | $26.6万 | 541股 | $22.5万 | 541股 | 00.00% | 持仓不变 |
 HALLIBURTON COMHAL |
| 0.23% | 0.28% | $25.3万 | 7,456股 | $29.1万 | 7,456股 | 00.00% | 持仓不变 |
