| IiShares安硕信托IVV |
| 17.49% | 8.71% | $2,473.1万 | 3.3万股 | $1,049.9万 | 1.6万股 | +1.7万股+105.46% | 加仓 |
| IiShares安硕信托AGG |
| 7.58% | 4.92% | $1,071.5万 | 10.8万股 | $593.1万 | 6.0万股 | +4.9万股+81.21% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 6.39% | 4.18% | $904.0万 | 19.3万股 | $503.8万 | 10.7万股 | +8.6万股+79.98% | 加仓 |
 AVANTIS INTLNGG |
| 5.71% | 3.43% | $806.8万 | 9.0万股 | $413.6万 | 4.9万股 | +4.2万股+85.53% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 4.6% | 2.31% | $650.3万 | 7.9万股 | $278.0万 | 3.7万股 | +4.2万股+114.76% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 4.5% | 2.07% | $636.7万 | 6.5万股 | $250.1万 | 3.0万股 | +3.5万股+118.21% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 3.33% | 1.86% | $471.3万 | 5.9万股 | $224.1万 | 3.1万股 | +2.8万股+90.03% | 加仓 |
| BBNY MELLON CORE BOND ETFBKAG |
| 2.44% | 0.62% | $344.7万 | 8.2万股 | $75.3万 | 1.8万股 | +6.4万股+360.81% | 加仓 |
| IiShares安硕信托IUSB |
| 2.37% | 0.23% | $335.3万 | 7.3万股 | $27.2万 | 5,882股 | +6.7万股+1,135.18% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.36% | 2.47% | $333.3万 | 7.5万股 | $297.8万 | 7.7万股 | -1,489股-1.94% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.34% | 2.58% | $331.3万 | 9.0万股 | $311.6万 | 9.2万股 | -1,804股-1.97% | 减仓 |
| C资本集团股息价值CCBG |
| 2.3% | 2.19% | $325.3万 | 6.6万股 | $263.8万 | 6.2万股 | +4,007股+6.46% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.23% | 2.34% | $315.9万 | 3.6万股 | $281.7万 | 7,667股 | +2.8万股+368.70% | 加仓 |
 LENNARLEN |
| 2.22% | 2.51% | $314.1万 | 3.5万股 | $303.1万 | 3.5万股 | -190股-0.54% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 2.18% | 2.25% | $309.0万 | 2.3万股 | $271.8万 | 2.3万股 | -257股-1.11% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.03% | 2.1% | $287.4万 | 3.5万股 | $253.0万 | 3.6万股 | -600股-1.68% | 减仓 |
| V先锋领航全球基金MGV |
| 1.48% | 1.64% | $209.6万 | 1.3万股 | $197.3万 | 1.4万股 | -789股-5.80% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.42% | 0.81% | $200.8万 | 3.8万股 | $97.8万 | 1.9万股 | +2.0万股+103.65% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 1.41% | 4.43% | $200.1万 | 5.3万股 | $534.5万 | 15.5万股 | -10.3万股-66.07% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 1.36% | 4.09% | $192.1万 | 1.2万股 | $493.4万 | 3.6万股 | -2.3万股-65.70% | 减仓 |
 苹果AAPL |
| 1.32% | 1.36% | $186.8万 | 6,454股 | $164.0万 | 6,462股 | -8股-0.12% | 减仓 |
| C资本集团全球股票CGGE |
| 1.15% | 3.38% | $162.9万 | 4.6万股 | $407.8万 | 13.4万股 | -8.7万股-65.43% | 减仓 |
 美光科技MU |
| 1.08% | 0.37% | $152.6万 | 1,322股 | $44.3万 | 1,312股 | +10股+0.76% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 1.04% | 1.13% | $147.0万 | 1.9万股 | $135.9万 | 1.9万股 | +243股+1.31% | 加仓 |
| J摩根大通交易所交易基金JEMA |
| 0.98% | 0.66% | $138.1万 | 2.2万股 | $79.5万 | 1.5万股 | +6,337股+41.45% | 加仓 |
| V先锋领航指数基金VV |
| 0.96% | 0.89% | $135.7万 | 3,947股 | $107.1万 | 3,584股 | +363股+10.13% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.95% | 2.62% | $134.5万 | 3.6万股 | $316.3万 | 8.8万股 | -5.2万股-59.32% | 减仓 |
 礼来LLY |
| 0.77% | 0.69% | $108.5万 | 905股 | $83.2万 | 905股 | 00.00% | 持仓不变 |
| C资本集团成长ETFCGGR |
| 0.74% | 2.62% | $104.2万 | 2.2万股 | $316.3万 | 7.9万股 | -5.7万股-71.95% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.73% | 2.16% | $102.7万 | 3.9万股 | $260.1万 | 9.9万股 | -6.0万股-60.38% | 减仓 |
 微软MSFT |
| 0.62% | 0.73% | $87.2万 | 2,338股 | $88.4万 | 2,389股 | -51股-2.13% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.6% | 1.97% | $85.5万 | 2.0万股 | $237.0万 | 7.1万股 | -5.1万股-71.55% | 减仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.66% | $85.1万 | 1,239股 | $79.0万 | 1,322股 | -83股-6.28% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.57% | 1.67% | $80.0万 | 2.9万股 | $201.4万 | 7.4万股 | -4.5万股-60.41% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.56% | 2.06% | $78.7万 | 1.8万股 | $248.3万 | 6.5万股 | -4.7万股-72.63% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.52% | 0.57% | $73.5万 | 3,024股 | $69.3万 | 3,189股 | -165股-5.17% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.46% | $68.3万 | 1,933股 | $55.3万 | 1,929股 | +4股+0.21% | 加仓 |
| IiShares安硕信托ILCG |
| 0.48% | 0.41% | $67.5万 | 5,764股 | $49.0万 | 5,129股 | +635股+12.38% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.46% | 1.24% | $65.1万 | 2.9万股 | $149.4万 | 6.7万股 | -3.8万股-56.30% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.44% | 1.08% | $62.2万 | 6,169股 | $130.3万 | 1.3万股 | -6,789股-52.39% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.44% | 0.51% | $61.8万 | 3,129股 | $61.7万 | 3,349股 | -220股-6.57% | 减仓 |
| V先锋领航指数基金VOT |
| 0.41% | 0.44% | $58.5万 | 1,911股 | $53.1万 | 2,064股 | -153股-7.41% | 减仓 |
| MMILLROSE PPTYS INC CLASS AMRP |
| 0.41% | 0.46% | $58.4万 | 1.9万股 | $55.2万 | 2.0万股 | -300股-1.52% | 减仓 |
| IiShares安硕信托MTUM |
| 0.4% | 0.34% | $56.9万 | 1,661股 | $41.3万 | 1,721股 | -60股-3.49% | 减仓 |
 沃尔玛WMT |
| 0.38% | 0.49% | $53.5万 | 4,725股 | $58.7万 | 4,725股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.35% | 0.4% | $50.1万 | 5,624股 | $48.3万 | 5,777股 | -153股-2.65% | 减仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 0.35% | 1.23% | $50.0万 | 1.5万股 | $147.9万 | 5.0万股 | -3.5万股-69.92% | 减仓 |
| IiShares安硕信托IGIB |
| 0.35% | 0.52% | $49.8万 | 9,365股 | $63.1万 | 1.2万股 | -2,489股-21.00% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.35% | 0.69% | $49.7万 | 6,048股 | $83.3万 | 1.0万股 | -4,038股-40.04% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.35% | 0.38% | $48.9万 | 7,000股 | $45.6万 | 7,295股 | -295股-4.04% | 减仓 |
