| S嘉信·USSCHX |
| 9.06% | 10.67% | $1,085.3万 | 36.9万股 | $1,162.1万 | 45.3万股 | -8.4万股-18.64% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 7.51% | 4.64% | $899.9万 | 28.9万股 | $504.9万 | 18.1万股 | +10.8万股+59.62% | 加仓 |
| V先锋领航指数基金VTV |
| 6.75% | 6.69% | $808.3万 | 3.7万股 | $728.2万 | 3.7万股 | -25股-0.07% | 减仓 |
| S嘉信策略信托SCHD |
| 6.26% | 6.66% | $749.7万 | 23.6万股 | $725.3万 | 23.6万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHR |
| 6.04% | 6.73% | $723.7万 | 29.3万股 | $732.9万 | 29.4万股 | -756股-0.26% | 减仓 |
| B贝莱德ETF信托DYNF |
| 5.07% | 4.77% | $607.3万 | 8.9万股 | $519.5万 | 8.9万股 | +7股+0.01% | 加仓 |
 微软MSFT |
| 4.66% | 5.13% | $558.1万 | 1.5万股 | $559.3万 | 1.5万股 | -567股-3.75% | 减仓 |
| B贝莱德ETF信托BDYN |
| 4% | 3.85% | $478.8万 | 17.3万股 | $419.6万 | 17.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.86% | 2.76% | $342.4万 | 1.2万股 | $300.3万 | 1.2万股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 2.64% | 1.71% | $315.9万 | 4,816股 | $185.8万 | 4,846股 | -30股-0.62% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.63% | 2.89% | $314.9万 | 3.8万股 | $315.3万 | 3.8万股 | 00.00% | 持仓不变 |
| S道富SPIB |
| 2.54% | 2.82% | $304.3万 | 9.1万股 | $307.1万 | 9.2万股 | -627股-0.68% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.47% | 2.71% | $295.4万 | 5.9万股 | $295.4万 | 5.9万股 | +1股+0.00% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.18% | 2.06% | $260.9万 | 7.7万股 | $224.7万 | 7.7万股 | -30股-0.04% | 减仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 2.16% | 2.14% | $258.1万 | 7.4万股 | $233.6万 | 7.4万股 | +27股+0.04% | 加仓 |
 AVANTIS INTLNGG |
| 2.12% | 2.22% | $253.9万 | 2.8万股 | $241.4万 | 2.8万股 | +17股+0.06% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 2.08% | 1.38% | $248.8万 | 1.2万股 | $150.7万 | 1.2万股 | +77股+0.63% | 加仓 |
| AALPS ETF信托IDOG |
| 2.05% | 2.28% | $245.3万 | 6.0万股 | $247.9万 | 6.0万股 | +62股+0.10% | 加仓 |
| F富达Covington信托FDEM |
| 1.95% | 1.87% | $233.8万 | 6.4万股 | $203.3万 | 6.4万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 1.82% | 1.82% | $217.9万 | 6.0万股 | $198.3万 | 6.0万股 | -70股-0.12% | 减仓 |
| S道富XLI |
| 1.57% | 2.21% | $187.7万 | 1.0万股 | $240.7万 | 1.5万股 | -4,751股-31.92% | 减仓 |
| IiShares安硕IEMG |
| 1.54% | 1.43% | $184.9万 | 2.2万股 | $155.7万 | 2.2万股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 1.53% | 1.69% | $182.8万 | 1.9万股 | $183.6万 | 1.9万股 | +4股+0.02% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.45% | 1.65% | $173.8万 | 1.5万股 | $179.9万 | 1.7万股 | -1,689股-10.23% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 1.26% | 1.25% | $150.4万 | 8,667股 | $136.3万 | 8,595股 | +72股+0.84% | 加仓 |
 默沙东MRK |
| 1.14% | 1.17% | $136.7万 | 1.1万股 | $128.0万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBNDX |
| 0.94% | 1.03% | $112.6万 | 2.3万股 | $111.7万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSB |
| 0.81% | 0.89% | $97.2万 | 2.1万股 | $97.2万 | 2.1万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.77% | 0.72% | $92.7万 | 2.5万股 | $77.9万 | 2.5万股 | -11股-0.04% | 减仓 |
| IiShares安硕信托IGIB |
| 0.77% | 0.85% | $92.3万 | 1.7万股 | $93.1万 | 1.7万股 | -124股-0.71% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.77% | 0.72% | $91.9万 | 7,400股 | $78.9万 | 1,850股 | +5,550股+300.00% | 加仓 |
| S嘉信策略信托SCHF |
| 0.72% | 0.7% | $85.9万 | 3.1万股 | $76.5万 | 3.1万股 | +85股+0.27% | 加仓 |
 诺华NVS |
| 0.65% | 0.7% | $78.4万 | 5,000股 | $76.4万 | 5,000股 | 00.00% | 持仓不变 |
 壳牌SHEL |
| 0.65% | 0.85% | $77.5万 | 1.0万股 | $93.0万 | 1.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.63% | 0.66% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.55% | 0.61% | $66.1万 | 2.9万股 | $66.3万 | 2.9万股 | +1股+0.00% | 加仓 |
 AMGEN COMAMGN |
| 0.54% | 0.58% | $65.2万 | 1,800股 | $63.3万 | 1,800股 | 00.00% | 持仓不变 |
| S道富SPAB |
| 0.49% | 0.55% | $59.2万 | 2.3万股 | $60.4万 | 2.4万股 | -372股-1.58% | 减仓 |
| V先锋领航指数基金VUG |
| 0.48% | 0.44% | $57.3万 | 6,648股 | $48.4万 | 1,108股 | +5,540股+500.00% | 加仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.46% | $56.2万 | 750股 | $49.8万 | 762股 | -12股-1.57% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.44% | 0.42% | $52.8万 | 1.5万股 | $46.2万 | 1.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.64% | $48.1万 | 961股 | $69.5万 | 1,450股 | -489股-33.72% | 减仓 |
| IiShares安硕信托EFV |
| 0.39% | 0.42% | $46.8万 | 6,115股 | $45.5万 | 6,115股 | 00.00% | 持仓不变 |
| B贝莱德·ETF TRUST IIBINC |
| 0.38% | 0.42% | $46.0万 | 8,783股 | $45.6万 | 8,782股 | +1股+0.01% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.34% | 0.33% | $41.0万 | 1,867股 | $35.8万 | 1,867股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.32% | 0.24% | $38.8万 | 3,300股 | $25.6万 | 3,300股 | 00.00% | 持仓不变 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.31% | 0.26% | $37.0万 | 3,050股 | $28.5万 | 3,050股 | 00.00% | 持仓不变 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.31% | 0.34% | $37.0万 | 8,110股 | $37.2万 | 8,110股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.3% | 0.38% | $36.5万 | 4,018股 | $41.3万 | 4,017股 | +1股+0.02% | 加仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 0.3% | 0.26% | $36.4万 | 1,459股 | $28.8万 | 1,459股 | 00.00% | 持仓不变 |
