| PPIMCO太平洋投资管理ETFMINT |
| 7.69% | 10.65% | $221.70亿 | 22.0万股 | $1,934.9万 | 19.3万股 | +2.7万股+14.05% | 加仓 |
| V先锋领航指数基金VOO |
| 5.45% | 5.97% | $156.95亿 | 61.4万股 | $1,084.7万 | 12.2万股 | +49.2万股+402.19% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 4.4% | — | $126.77亿 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 3.82% | — | $110.08亿 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 3.79% | 5.36% | $109.32亿 | 9.1万股 | $973.8万 | 2.1万股 | +6.9万股+321.75% | 加仓 |
| IiShares黄金信托IAU |
| 3.39% | 3.33% | $97.57亿 | 31.7万股 | $604.6万 | 12.6万股 | +19.1万股+151.64% | 加仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 3.01% | 2.94% | $86.74亿 | 17.6万股 | $534.2万 | 14.7万股 | +2.9万股+19.81% | 加仓 |
 西部数据WDC |
| 2.14% | — | $61.59亿 | 9,643股 | $0 | 0股 | +9,643股 | 新买入 |
| IiShares安硕·COREIJR |
| 2.09% | 2.77% | $60.34亿 | 4.1万股 | $503.7万 | 4.4万股 | -3,027股-6.92% | 减仓 |
 微软MSFT |
| 1.92% | 3.19% | $55.30亿 | 6.5万股 | $579.7万 | 1.4万股 | +5.2万股+375.30% | 加仓 |
| G通用动力VTI |
| 1.82% | 1.42% | $52.45亿 | 4.5万股 | $257.6万 | 2.4万股 | +2.1万股+84.75% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.76% | 0.11% | $50.64亿 | 11.2万股 | $20.7万 | 1.0万股 | +10.2万股+974.38% | 加仓 |
| C资本集团股息价值CCBG |
| 1.72% | — | $49.57亿 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 1.69% | 0.15% | $48.73亿 | 13.2万股 | $26.8万 | 9,749股 | +12.3万股+1,259.02% | 加仓 |
| IiShares安硕信托USMV |
| 1.5% | 2.78% | $43.34亿 | 4.5万股 | $505.8万 | 5.7万股 | -1.2万股-21.12% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.48% | 0.88% | $42.52亿 | 15.6万股 | $159.8万 | 8.8万股 | +6.8万股+77.69% | 加仓 |
| S嘉信策略信托SCHC |
| 1.44% | 0.2% | $41.42亿 | 8.3万股 | $36.7万 | 1.6万股 | +6.8万股+424.40% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.41% | 1.52% | $40.63亿 | 5,440股 | $276.5万 | 4,718股 | +722股+15.30% | 加仓 |
| AADVISORS SER TRKAT |
| 1.35% | — | $38.85亿 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 强生JNJ |
| 1.33% | 1.21% | $38.25亿 | 2.7万股 | $219.8万 | 1.5万股 | +1.2万股+75.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.28% | 1.18% | $36.95亿 | 1.0万股 | $214.9万 | 1.1万股 | -824股-7.30% | 减仓 |
| SSANDISK COMSNDK |
| 1.23% | — | $35.47亿 | 1,560股 | $0 | 0股 | +1,560股 | 新买入 |
 埃克森美孚XOM |
| 1.19% | 1.41% | $34.38亿 | 2.5万股 | $256.0万 | 2.4万股 | +1,350股+5.67% | 加仓 |
 好市多COST |
| 1.14% | 1.72% | $32.74亿 | 16.7万股 | $312.4万 | 3,410股 | +16.3万股+4,792.35% | 加仓 |
| S嘉信策略信托SCHD |
| 1.12% | 0.63% | $32.36亿 | 13.5万股 | $114.0万 | 4.2万股 | +9.3万股+223.99% | 加仓 |
 谷歌AGOOGL |
| 1.01% | 0.64% | $29.11亿 | 5.2万股 | $115.5万 | 6,100股 | +4.5万股+745.64% | 加仓 |
 博通AVGO |
| 0.96% | 0.95% | $27.75亿 | 1.9万股 | $173.3万 | 7,475股 | +1.2万股+155.01% | 加仓 |
 英伟达NVDA |
| 0.94% | 2.07% | $27.16亿 | 12.0万股 | $376.6万 | 2.8万股 | +9.2万股+327.04% | 加仓 |
 摩根大通JPM |
| 0.79% | 0.97% | $22.84亿 | 6,977股 | $177.0万 | 7,386股 | -409股-5.54% | 减仓 |
 雪佛龙CVX |
| 0.76% | 1% | $21.97亿 | 1.3万股 | $181.1万 | 1.3万股 | +755股+6.04% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.75% | 0.98% | $21.59亿 | 1.7万股 | $178.5万 | 4,444股 | +1.3万股+291.34% | 加仓 |
 AMGEN COMAMGN |
| 0.71% | 0.76% | $20.43亿 | 4.8万股 | $138.6万 | 5,318股 | +4.3万股+808.48% | 加仓 |
 台积电TSM |
| 0.64% | 0.57% | $18.54亿 | 3,882股 | $103.1万 | 5,222股 | -1,340股-25.66% | 减仓 |
 思科CSCO |
| 0.64% | 0.62% | $18.34亿 | 1.6万股 | $111.9万 | 1.9万股 | -3,298股-17.44% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.61% | — | $17.69亿 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 宝洁PG |
| 0.59% | 0.91% | $16.86亿 | 1.1万股 | $165.9万 | 9,897股 | +1,599股+16.16% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.58% | — | $16.73亿 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.55% | 0.56% | $15.96亿 | 1.0万股 | $102.3万 | 8,709股 | +1,459股+16.75% | 加仓 |
 阿斯麦ASML |
| 0.54% | 0.37% | $15.64亿 | 786股 | $66.3万 | 957股 | -171股-17.87% | 减仓 |
| IiShares安硕信托IVV |
| 0.53% | — | $15.23亿 | 152.3万股 | $0 | 0股 | +152.3万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.52% | 0.59% | $15.00亿 | 1.4万股 | $107.5万 | 1.4万股 | +221股+1.55% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.52% | 0.56% | $14.97亿 | 2.9万股 | $102.1万 | 2.0万股 | +9,224股+45.82% | 加仓 |
 亚马逊AMZN |
| 0.51% | 0.53% | $14.62亿 | 4.9万股 | $96.8万 | 4,411股 | +4.5万股+1,022.08% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.49% | — | $14.18亿 | 141.8万股 | $0 | 0股 | +141.8万股 | 新买入 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.47% | — | $13.67亿 | 136.7万股 | $0 | 0股 | +136.7万股 | 新买入 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.47% | 0.4% | $13.65亿 | 3.8万股 | $72.4万 | 2.4万股 | +1.4万股+55.48% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.47% | — | $13.54亿 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 芝加哥商品交易所CME |
| 0.45% | 0.71% | $13.09亿 | 5,928股 | $128.1万 | 5,515股 | +413股+7.49% | 加仓 |
 联合太平洋铁路UNP |
| 0.42% | 0.51% | $12.21亿 | 4,489股 | $92.9万 | 4,076股 | +413股+10.13% | 加仓 |
 家得宝HD |
| 0.41% | 0.73% | $11.93亿 | 3,382股 | $131.8万 | 3,387股 | -5股-0.15% | 减仓 |
