| SSPDR标普500 ETFSPY |
| 13.86% | 13.67% | $1,685.3万 | 2.3万股 | $1,490.6万 | 2.3万股 | -352股-1.54% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 10.51% | 10.84% | $1,277.9万 | 12.3万股 | $1,182.3万 | 12.2万股 | +1,289股+1.06% | 加仓 |
| V先锋领航债券指数基金BSV |
| 9.34% | 10% | $1,135.4万 | 14.6万股 | $1,090.4万 | 13.9万股 | +6,660股+4.79% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 9.23% | 8.96% | $1,122.6万 | 1.6万股 | $976.7万 | 1.6万股 | +125股+0.79% | 加仓 |
| IiShares安硕信托USMV |
| 6.94% | 7.41% | $843.7万 | 8.7万股 | $807.4万 | 8.7万股 | +400股+0.46% | 加仓 |
| IiShares安硕信托LQD |
| 6.77% | 7.31% | $823.6万 | 7.6万股 | $797.4万 | 7.3万股 | +2,345股+3.21% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 6.18% | 5.69% | $751.2万 | 2.5万股 | $620.6万 | 2.5万股 | -24股-0.10% | 减仓 |
 苹果AAPL |
| 6.11% | 5.96% | $742.4万 | 2.6万股 | $650.2万 | 2.6万股 | +35股+0.14% | 加仓 |
| SSPDR道富系列信托SDY |
| 4.9% | 4.93% | $596.1万 | 3.9万股 | $537.0万 | 3.7万股 | +2,374股+6.45% | 加仓 |
| IiShares安硕信托IVV |
| 4.28% | 3.76% | $520.7万 | 6,953股 | $409.5万 | 6,269股 | +684股+10.91% | 加仓 |
| IiShares安硕信托HYG |
| 3.19% | 3.38% | $387.8万 | 4.8万股 | $368.2万 | 4.6万股 | +2,207股+4.77% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.81% | 2.12% | $341.2万 | 1.8万股 | $230.7万 | 1.7万股 | +545股+3.14% | 加仓 |
 英伟达NVDA |
| 2.78% | 2.7% | $338.6万 | 1.7万股 | $294.0万 | 1.7万股 | +64股+0.38% | 加仓 |
| TTEMA ETF TRUSTCANC |
| 2.77% | 2.35% | $336.8万 | 8.0万股 | $256.4万 | 7.5万股 | +5,514股+7.36% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.08% | 0.95% | $131.4万 | 3,720股 | $104.0万 | 3,627股 | +93股+2.56% | 加仓 |
 罗克韦尔自动化ROK |
| 0.92% | 0.75% | $112.1万 | 2,264股 | $81.3万 | 2,264股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.9% | 1% | $108.9万 | 1.1万股 | $109.0万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.8% | 1.01% | $97.4万 | 2,643股 | $110.0万 | 2,556股 | +87股+3.40% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.64% | $88.7万 | 3,722股 | $69.7万 | 3,347股 | +375股+11.20% | 加仓 |
 家得宝HD |
| 0.69% | 0.71% | $83.9万 | 2,378股 | $77.8万 | 2,366股 | +12股+0.51% | 加仓 |
 微软MSFT |
| 0.43% | 0.47% | $52.4万 | 1,406股 | $50.8万 | 1,371股 | +35股+2.55% | 加仓 |
 好市多COST |
| 0.43% | 0.5% | $52.1万 | 557股 | $54.9万 | 551股 | +6股+1.09% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.36% | $50.6万 | 1,416股 | $39.7万 | 1,380股 | +36股+2.61% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.41% | 0.41% | $49.8万 | 6,989股 | $45.2万 | 7,049股 | -60股-0.85% | 减仓 |
| V先锋领航指数基金VUG |
| 0.35% | 0.33% | $42.9万 | 4,980股 | $36.3万 | 830股 | +4,150股+500.00% | 加仓 |
| IiShares安硕信托AGG |
| 0.33% | 0.36% | $39.6万 | 4,000股 | $39.7万 | 4,000股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.3% | 0.3% | $36.1万 | 1,658股 | $32.5万 | 1,658股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.27% | 0.24% | $32.5万 | 441股 | $25.7万 | 446股 | -5股-1.12% | 减仓 |
| IiShares安硕信托IUSB |
| 0.26% | 0.3% | $32.2万 | 6,976股 | $32.2万 | 6,976股 | 00.00% | 持仓不变 |
 波音BA |
| 0.25% | 0.26% | $30.5万 | 1,410股 | $28.1万 | 1,410股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBNDX |
| 0.23% | 0.26% | $28.4万 | 5,870股 | $28.2万 | 5,870股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.21% | 0.24% | $26.0万 | 1,368股 | $26.4万 | 1,368股 | 00.00% | 持仓不变 |
 AMETEK COMAME |
| 0.2% | 0.2% | $24.2万 | 1,000股 | $21.4万 | 1,000股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.19% | 0.2% | $23.6万 | 1,077股 | $21.6万 | 1,127股 | -50股-4.44% | 减仓 |
 艾利丹尼森AVY |
| 0.19% | 0.23% | $23.5万 | 1,448股 | $25.0万 | 1,448股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 0.19% | — | $23.2万 | 678股 | $0 | 0股 | +678股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.19% | 0.19% | $22.9万 | 1,391股 | $20.4万 | 1,431股 | -40股-2.80% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.18% | 0.19% | $22.1万 | 2,881股 | $20.2万 | 2,621股 | +260股+9.92% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.18% | — | $21.3万 | 2,100股 | $0 | 0股 | +2,100股 | 新买入 |
