| IiShares安硕信托IVV |
| 20.4% | 21.46% | $3,620.3万 | 4.8万股 | $3,208.9万 | 4.9万股 | -783股-1.59% | 减仓 |
 ELECTROMED INC COMELMD |
| 11.53% | 7.72% | $2,046.6万 | 48.4万股 | $1,153.7万 | 49.3万股 | -9,000股-1.83% | 减仓 |
| SSPDR道富系列信托SPTL |
| 7.24% | 8.67% | $1,284.5万 | 49.0万股 | $1,295.6万 | 49.3万股 | -2,909股-0.59% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 7.17% | 7.76% | $1,273.1万 | 40.9万股 | $1,160.6万 | 41.7万股 | -7,361股-1.77% | 减仓 |
| S嘉信策略信托SCHC |
| 6.9% | 7.72% | $1,225.1万 | 23.2万股 | $1,154.7万 | 23.6万股 | -3,781股-1.60% | 减仓 |
| B贝莱德ETF信托DYNF |
| 6.03% | 6.2% | $1,069.9万 | 15.7万股 | $927.0万 | 15.9万股 | -2,016股-1.27% | 减仓 |
| IiShares安硕信托IUSB |
| 4.18% | 4.65% | $742.4万 | 16.1万股 | $694.7万 | 15.0万股 | +1.0万股+6.95% | 加仓 |
| B贝莱德ETF信托BAI |
| 3.98% | 3.01% | $706.9万 | 13.4万股 | $450.1万 | 13.7万股 | -2,517股-1.84% | 减仓 |
| I景顺QQQ信托VOO |
| 3.6% | 3.36% | $639.3万 | 8,682股 | $502.3万 | 8,702股 | -20股-0.23% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.25% | 3.56% | $577.2万 | 9.7万股 | $532.7万 | 9.9万股 | -1,869股-1.90% | 减仓 |
| B贝莱德ETF信托CORO |
| 2.74% | 2.64% | $485.7万 | 13.3万股 | $395.1万 | 12.3万股 | +9,800股+7.97% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.36% | 2.46% | $419.0万 | 1.9万股 | $368.4万 | 1.9万股 | -111股-0.58% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.55% | 1.61% | $274.6万 | 8.1万股 | $240.2万 | 8.2万股 | -1,331股-1.61% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.17% | 1.26% | $206.8万 | 2.9万股 | $188.1万 | 2.9万股 | -325股-1.11% | 减仓 |
| MMATTHEWS ASIA INNOVATORSACTIVE ETFMINV |
| 1.13% | 0.9% | $200.3万 | 3.5万股 | $134.8万 | 3.5万股 | -822股-2.32% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.84% | 0.76% | $148.6万 | 1.5万股 | $114.3万 | 1.5万股 | 00.00% | 持仓不变 |
| B贝莱德·ETF TRUST IIBINC |
| 0.72% | 0.88% | $128.6万 | 2.5万股 | $132.3万 | 2.5万股 | -893股-3.51% | 减仓 |
| S嘉信策略信托SCHF |
| 0.69% | 0.73% | $122.9万 | 4.4万股 | $109.8万 | 4.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.67% | 0.74% | $118.6万 | 1.2万股 | $110.2万 | 1.2万股 | +406股+3.42% | 加仓 |
 摩根大通JPM |
| 0.66% | 0.71% | $117.6万 | 3,594股 | $105.7万 | 3,594股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.6% | 0.61% | $107.1万 | 5,351股 | $91.0万 | 5,217股 | +134股+2.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.68% | $106.0万 | 2,119股 | $101.7万 | 2,123股 | -4股-0.19% | 减仓 |
| IiShares安硕信托GJS |
| 0.45% | 0.52% | $80.5万 | 3.5万股 | $77.4万 | 3.4万股 | +1,542股+4.56% | 加仓 |
 亚马逊AMZN |
| 0.44% | 0.47% | $78.8万 | 3,308股 | $70.6万 | 3,391股 | -83股-2.45% | 减仓 |
| IiShares安硕信托IXUS |
| 0.43% | 0.43% | $75.9万 | 7,955股 | $63.9万 | 7,370股 | +585股+7.94% | 加仓 |
 礼来LLY |
| 0.42% | 0.38% | $75.2万 | 627股 | $56.2万 | 611股 | +16股+2.62% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.42% | 0.49% | $75.2万 | 1.5万股 | $73.0万 | 1.6万股 | -263股-1.67% | 减仓 |
| IiShares安硕信托IEFA |
| 0.41% | 0.45% | $73.4万 | 7,597股 | $67.0万 | 7,403股 | +194股+2.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.39% | $72.4万 | 2,049股 | $58.0万 | 2,023股 | +26股+1.29% | 加仓 |
| DDirexion股票ETF信托FAS |
| 0.4% | 0.38% | $70.6万 | 4,800股 | $56.9万 | 4,800股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.4% | 0.42% | $70.6万 | 2,441股 | $62.3万 | 2,455股 | -14股-0.57% | 减仓 |
| IiShares安硕信托AGG |
| 0.37% | 0.44% | $66.0万 | 6,669股 | $66.2万 | 6,669股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.34% | 0.33% | $59.9万 | 7,235股 | $49.5万 | 7,102股 | +133股+1.87% | 加仓 |
| G通用动力VTI |
| 0.32% | 0.33% | $57.3万 | 1,549股 | $49.7万 | 1,549股 | 00.00% | 持仓不变 |
| PProShares信托USD |
| 0.31% | 0.17% | $55.5万 | 5,324股 | $25.5万 | 5,324股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 0.3% | 0.27% | $53.0万 | 5,600股 | $40.3万 | 4,226股 | +1,374股+32.51% | 加仓 |
| MMATTHEWS ASIA FDSMCH |
| 0.29% | 0.34% | $51.7万 | 1.8万股 | $50.7万 | 1.9万股 | -1,337股-6.94% | 减仓 |
 固安捷GWW |
| 0.29% | 0.28% | $51.0万 | 375股 | $41.7万 | 382股 | -7股-1.83% | 减仓 |
 微软MSFT |
| 0.28% | 0.34% | $50.5万 | 1,354股 | $50.5万 | 1,365股 | -11股-0.81% | 减仓 |
 谷歌AGOOGL |
| 0.27% | 0.25% | $47.4万 | 1,327股 | $37.0万 | 1,286股 | +41股+3.19% | 加仓 |
 AMD超威AMD |
| 0.25% | — | $44.2万 | 761股 | $0 | 0股 | +761股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.25% | 0.2% | $44.0万 | 640股 | $30.6万 | 512股 | +128股+25.00% | 加仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 0.24% | 0.23% | $42.7万 | 4,815股 | $34.3万 | 3,854股 | +961股+24.94% | 加仓 |
 强生JNJ |
| 0.23% | 0.27% | $41.7万 | 1,642股 | $40.0万 | 1,638股 | +4股+0.24% | 加仓 |
| S嘉信策略信托SCHR |
| 0.22% | 0.27% | $39.3万 | 1.6万股 | $39.7万 | 1.6万股 | 00.00% | 持仓不变 |
| GGRANITESHARES GOLD TRUSTBAR |
| 0.21% | 0.28% | $37.4万 | 9,465股 | $41.8万 | 9,065股 | +400股+4.41% | 加仓 |
| S嘉信策略信托SCHD |
| 0.21% | 0.24% | $37.2万 | 1.2万股 | $36.0万 | 1.2万股 | 00.00% | 持仓不变 |
 CencoraCOR |
| 0.2% | 0.27% | $35.8万 | 1,266股 | $40.9万 | 1,302股 | -36股-2.76% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.19% | 0.2% | $34.6万 | 463股 | $30.6万 | 471股 | -8股-1.70% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.19% | 0.17% | $34.3万 | 3,758股 | $25.4万 | 3,928股 | -170股-4.33% | 减仓 |
