 英伟达NVDA |
| 21.51% | 20.56% | $2,840.0万 | 14.0万股 | $2,916.9万 | 14.0万股 | -1股-0.00% | 减仓 |
| SSPDR道富系列信托SPTM |
| 20.84% | 19.41% | $2,751.3万 | 30.1万股 | $2,753.6万 | 31.7万股 | -1.6万股-5.03% | 减仓 |
| S道富SPAB |
| 9.91% | 9.42% | $1,308.5万 | 51.7万股 | $1,337.3万 | 52.1万股 | -3,942股-0.76% | 减仓 |
| SSPDR道富指数基金SPDW |
| 9.06% | 8.75% | $1,196.4万 | 23.9万股 | $1,241.2万 | 25.6万股 | -1.7万股-6.65% | 减仓 |
| G通用动力VTI |
| 5.68% | 5.36% | $749.8万 | 2.0万股 | $760.5万 | 2.2万股 | -1,414股-6.55% | 减仓 |
| IiShares安硕信托GVI |
| 4.63% | 4.14% | $611.6万 | 5.7万股 | $587.2万 | 5.5万股 | +2,507股+4.58% | 加仓 |
| SSPDR道富指数基金SPEM |
| 3.99% | 3.93% | $526.4万 | 10.2万股 | $558.2万 | 10.9万股 | -7,048股-6.47% | 减仓 |
| V先锋领航指数基金VV |
| 2.59% | 2.35% | $342.3万 | 9,882股 | $332.8万 | 1.0万股 | -255股-2.52% | 减仓 |
| V先锋领航指数基金VB |
| 2.56% | 2.33% | $337.4万 | 1.1万股 | $330.9万 | 1.2万股 | -379股-3.25% | 减仓 |
| IiShares安硕信托USRT |
| 2.53% | 2.3% | $334.1万 | 5.0万股 | $327.0万 | 5.1万股 | -1,253股-2.44% | 减仓 |
| V先锋领航·MIDVO |
| 2.48% | 8.17% | $327.8万 | 4.1万股 | $1,159.9万 | 4.0万股 | +164股+0.41% | 加仓 |
| IISHARES U.S. BASIC MATERIALS ETFIYM |
| 2.3% | 2.23% | $304.0万 | 1.7万股 | $315.8万 | 1.7万股 | +52股+0.30% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.62% | 1.47% | $214.0万 | 4.6万股 | $209.1万 | 4.4万股 | +1,691股+3.86% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.54% | 1.37% | $202.7万 | 2.2万股 | $193.8万 | 2.1万股 | +1,012股+4.78% | 加仓 |
| FFIDELITY MERRIMACK STR TRFMUN |
| 1.45% | 1.32% | $190.9万 | 3.8万股 | $187.5万 | 3.7万股 | +594股+1.59% | 加仓 |
 伍德沃德WWD |
| 1.11% | 0.93% | $146.3万 | 3,627股 | $132.4万 | 3,627股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.92% | 0.82% | $121.9万 | 7,854股 | $115.8万 | 8,001股 | -147股-1.84% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.75% | 0.67% | $99.0万 | 6,304股 | $94.7万 | 6,302股 | +2股+0.03% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.73% | 0.65% | $96.1万 | 9,325股 | $92.0万 | 9,158股 | +167股+1.82% | 加仓 |
 微软MSFT |
| 0.57% | 0.59% | $74.9万 | 1,949股 | $83.8万 | 1,974股 | -25股-1.27% | 减仓 |
 思科CSCO |
| 0.45% | 0.31% | $59.3万 | 5,014股 | $44.6万 | 5,015股 | -1股-0.02% | 减仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 0.44% | 0.69% | $58.6万 | 9.3万股 | $97.3万 | 19.8万股 | -10.5万股-52.91% | 减仓 |
| IiShares安硕信托IVV |
| 0.38% | 0.34% | $50.4万 | 668股 | $47.9万 | 668股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.35% | 0.26% | $45.6万 | 1,826股 | $36.2万 | 1,824股 | +2股+0.11% | 加仓 |
 雅培ABT |
| 0.24% | 0.22% | $32.0万 | 3,386股 | $31.3万 | 3,434股 | -48股-1.40% | 减仓 |
| IiShares安硕ESGE |
| 0.23% | 0.21% | $30.2万 | 5,661股 | $30.2万 | 5,937股 | -276股-4.65% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.19% | $28.4万 | 792股 | $27.3万 | 792股 | 00.00% | 持仓不变 |
| NNUSHARES ETF TRNURE |
| 0.2% | 0.17% | $25.8万 | 8,084股 | $24.3万 | 8,302股 | -218股-2.63% | 减仓 |
| NNUVEEN ESGNUSC |
| 0.19% | 0.18% | $25.5万 | 4,981股 | $25.4万 | 5,176股 | -195股-3.77% | 减仓 |
| IiShares安硕信托ICLN |
| 0.19% | 0.18% | $24.7万 | 1.3万股 | $25.5万 | 1.3万股 | +24股+0.19% | 加仓 |
 沃尔玛WMT |
| 0.18% | 0.2% | $23.9万 | 2,133股 | $27.7万 | 2,133股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.17% | — | $22.3万 | 704股 | $0 | 0股 | +704股 | 新买入 |
