| V先锋领航指数基金VOO |
| 38.84% | 35.34% | $5,484.2万 | 8.0万股 | $4,492.1万 | 7.5万股 | +4,676股+6.22% | 加仓 |
| V先锋领航·TOTALBND |
| 25.15% | 27.13% | $3,551.0万 | 48.4万股 | $3,448.0万 | 46.8万股 | +1.6万股+3.31% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 7.13% | 6.83% | $1,006.1万 | 6.3万股 | $867.8万 | 5.9万股 | +4,218股+7.13% | 加仓 |
| SSPDR行业精选信托XLP |
| 6.9% | 7.02% | $974.6万 | 11.7万股 | $891.7万 | 10.9万股 | +8,551股+7.86% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 5.12% | 5.37% | $723.3万 | 9.7万股 | $683.0万 | 9.3万股 | +3,189股+3.41% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.94% | 2.29% | $415.7万 | 17.2万股 | $291.2万 | 12.0万股 | +5.2万股+43.51% | 加仓 |
| V先锋领航指数基金VB |
| 1.43% | 1.38% | $202.1万 | 6,666股 | $174.9万 | 6,677股 | -11股-0.16% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 1.4% | 1.83% | $197.2万 | 1.0万股 | $232.9万 | 1.4万股 | -3,428股-24.85% | 减仓 |
| I景顺QQQ信托VOO |
| 0.94% | 0.69% | $132.3万 | 1,797股 | $87.6万 | 1,518股 | +279股+18.38% | 加仓 |
 苹果AAPL |
| 0.9% | 0.89% | $127.5万 | 4,408股 | $113.5万 | 4,473股 | -65股-1.45% | 减仓 |
| IiShares安硕IEMG |
| 0.81% | 0.76% | $114.3万 | 1.4万股 | $96.3万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.67% | 0.71% | $94.2万 | 9,068股 | $90.0万 | 9,268股 | -200股-2.16% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.67% | $92.7万 | 1.3万股 | $85.3万 | 1.3万股 | -300股-2.25% | 减仓 |
 博通AVGO |
| 0.65% | 0.59% | $91.2万 | 2,414股 | $74.7万 | 2,414股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.44% | $68.8万 | 1,947股 | $55.9万 | 1,947股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.45% | 0.56% | $63.9万 | 1,712股 | $70.9万 | 1,915股 | -203股-10.60% | 减仓 |
 英伟达NVDA |
| 0.42% | 0.41% | $59.2万 | 2,957股 | $51.6万 | 2,956股 | +1股+0.03% | 加仓 |
| IiShares安硕信托SGOV |
| 0.4% | 0.44% | $55.9万 | 5,550股 | $55.9万 | 5,550股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.33% | 0.43% | $47.1万 | 1.4万股 | $54.3万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·ESGEFA |
| 0.29% | 0.3% | $40.8万 | 3,965股 | $37.9万 | 3,965股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.27% | — | $38.1万 | 879股 | $0 | 0股 | +879股 | 新买入 |
 亚马逊AMZN |
| 0.27% | 0.26% | $37.8万 | 1,588股 | $33.1万 | 1,588股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.27% | 0.26% | $37.6万 | 502股 | $33.1万 | 506股 | -4股-0.79% | 减仓 |
| S嘉信策略信托SCHF |
| 0.26% | 0.27% | $36.7万 | 1.3万股 | $33.8万 | 1.4万股 | -398股-2.92% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.24% | 0.25% | $33.4万 | 5,590股 | $31.3万 | 5,800股 | -210股-3.62% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.23% | 0.22% | $32.2万 | 616股 | $28.5万 | 615股 | +1股+0.16% | 加仓 |
 LOWES COS COMLOW |
| 0.21% | 0.25% | $30.1万 | 1,363股 | $32.2万 | 1,363股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VCEB |
| 0.21% | 0.24% | $29.9万 | 4,763股 | $29.9万 | 4,763股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.21% | 0.16% | $29.5万 | 617股 | $20.9万 | 617股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.2% | 0.19% | $28.1万 | 5,427股 | $24.5万 | 5,427股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.2% | 0.18% | $27.9万 | 781股 | $22.5万 | 781股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 0.2% | 0.22% | $27.8万 | 1.1万股 | $27.9万 | 1.1万股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 0.19% | 0.17% | $27.2万 | 1,169股 | $21.3万 | 1,169股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.18% | 0.2% | $25.1万 | 2,455股 | $25.4万 | 2,455股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.16% | 0.16% | $23.2万 | 552股 | $20.1万 | 541股 | +11股+2.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.16% | — | $22.6万 | 303股 | $0 | 0股 | +303股 | 新买入 |
| S嘉信·USSCHX |
| 0.16% | 0.15% | $22.2万 | 7,555股 | $19.4万 | 7,555股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.16% | 0.12% | $22.1万 | 1,158股 | $15.4万 | 1,158股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.15% | 0.15% | $21.1万 | 4,082股 | $19.1万 | 4,082股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.15% | 0.17% | $21.1万 | 219股 | $21.6万 | 225股 | -6股-2.67% | 减仓 |
| EEDITAS MEDICINEEDIT |
| 0.03% | — | $4.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
