| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.29% | 7.02% | $925.1万 | 3.9万股 | $844.4万 | 3.9万股 | -168股-0.43% | 减仓 |
| IiShares安硕信托SGOV |
| 6.24% | 6.39% | $917.7万 | 9.1万股 | $768.1万 | 7.6万股 | +1.5万股+19.46% | 加仓 |
| V先锋领航白厅基金VNQ |
| 6.11% | 7.1% | $899.1万 | 9.6万股 | $854.0万 | 9.7万股 | -260股-0.27% | 减仓 |
| IiShares安硕信托DGRO |
| 6.11% | 6.82% | $898.3万 | 11.9万股 | $820.7万 | 11.7万股 | +1,579股+1.35% | 加仓 |
| IiShares安硕信托GJS |
| 5.62% | 5.76% | $826.7万 | 36.3万股 | $692.1万 | 30.2万股 | +6.1万股+20.13% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 5.21% | 5.72% | $765.9万 | 10.6万股 | $687.7万 | 11.2万股 | -6,175股-5.51% | 减仓 |
| IiShares安硕·COREIJR |
| 4.32% | 4.12% | $634.8万 | 4.3万股 | $495.4万 | 4.0万股 | +2,954股+7.41% | 加仓 |
| IiShares安硕信托IVV |
| 3.98% | 4.93% | $585.6万 | 7,820股 | $593.2万 | 9,081股 | -1,261股-13.89% | 减仓 |
| IiShares安硕·COREIJH |
| 3.37% | 3.21% | $495.8万 | 6.4万股 | $386.4万 | 5.7万股 | +7,076股+12.37% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 3.37% | 3.13% | $495.2万 | 4.3万股 | $376.3万 | 3.8万股 | +4,308股+11.19% | 加仓 |
| IiShares安硕信托TIP |
| 3.09% | 3.54% | $454.7万 | 4.2万股 | $425.4万 | 3.9万股 | +3,008股+7.80% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.53% | — | $372.7万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 应用材料AMAT |
| 2.52% | — | $370.4万 | 5,123股 | $0 | 0股 | +5,123股 | 新买入 |
| V先锋领航国际股票指数基金VGK |
| 2.42% | 2.25% | $355.9万 | 4.0万股 | $270.9万 | 3.3万股 | +7,333股+22.31% | 加仓 |
 台积电TSM |
| 2.06% | 1.78% | $303.2万 | 6,349股 | $214.1万 | 6,334股 | +15股+0.24% | 加仓 |
| IiShares安硕信托IXUS |
| 1.84% | 2.09% | $271.1万 | 2.8万股 | $251.8万 | 2.9万股 | -656股-2.26% | 减仓 |
| IiShares安硕信托SHV |
| 1.59% | 2.15% | $233.5万 | 2.1万股 | $258.0万 | 2.3万股 | -2,218股-9.49% | 减仓 |
| IiShares安硕信托IUSB |
| 1.47% | 1.9% | $216.9万 | 4.7万股 | $228.4万 | 4.9万股 | -2,439股-4.93% | 减仓 |
 博通AVGO |
| 1.4% | 1.42% | $206.6万 | 5,468股 | $171.1万 | 5,528股 | -60股-1.09% | 减仓 |
 谷歌AGOOGL |
| 1.37% | 1.21% | $201.9万 | 5,651股 | $146.0万 | 5,077股 | +574股+11.31% | 加仓 |
 强生JNJ |
| 1.31% | 1.45% | $192.9万 | 7,597股 | $174.0万 | 7,119股 | +478股+6.71% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.26% | — | $184.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 微软MSFT |
| 1.01% | 1.14% | $148.0万 | 3,968股 | $137.0万 | 3,701股 | +267股+7.21% | 加仓 |
 好市多COST |
| 0.87% | 1.07% | $128.0万 | 1,369股 | $129.0万 | 1,295股 | +74股+5.71% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.85% | 0.56% | $124.6万 | 2.4万股 | $67.2万 | 1.3万股 | +1.1万股+85.93% | 加仓 |
 礼来LLY |
| 0.8% | 0.62% | $118.3万 | 986股 | $74.6万 | 811股 | +175股+21.58% | 加仓 |
 苹果AAPL |
| 0.8% | 0.88% | $118.2万 | 4,083股 | $105.3万 | 4,151股 | -68股-1.64% | 减仓 |
 家得宝HD |
| 0.79% | 0.85% | $116.6万 | 3,306股 | $101.7万 | 3,094股 | +212股+6.85% | 加仓 |
 诺华NVS |
| 0.78% | 0.83% | $114.4万 | 7,299股 | $100.2万 | 6,559股 | +740股+11.28% | 加仓 |
 iShares安硕·MBSACGL |
| 0.69% | 1.06% | $101.1万 | 1.1万股 | $127.1万 | 1.3万股 | -2,693股-20.12% | 减仓 |
 阿斯麦ASML |
| 0.66% | 0.51% | $97.3万 | 489股 | $61.3万 | 464股 | +25股+5.39% | 加仓 |
 德州仪器TXN |
| 0.64% | 0.51% | $94.6万 | 3,173股 | $61.2万 | 3,150股 | +23股+0.73% | 加仓 |
 艾默生电气EMR |
| 0.64% | 0.72% | $94.3万 | 6,585股 | $86.3万 | 6,585股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.63% | 0.38% | $92.9万 | 3,080股 | $45.8万 | 311股 | +2,769股+890.35% | 加仓 |
 VisaV |
| 0.59% | 0.58% | $86.5万 | 2,521股 | $70.1万 | 2,320股 | +201股+8.66% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.51% | 0.57% | $75.1万 | 6,045股 | $68.7万 | 1,610股 | +4,435股+275.47% | 加仓 |
 默沙东MRK |
| 0.5% | 0.51% | $73.6万 | 5,730股 | $61.9万 | 5,146股 | +584股+11.35% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.46% | 0.86% | $67.7万 | 2,982股 | $103.8万 | 4,916股 | -1,934股-39.34% | 减仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 0.46% | 0.55% | $67.0万 | 1.5万股 | $66.0万 | 1.5万股 | +203股+1.38% | 加仓 |
 美光科技MU |
| 0.45% | 0.19% | $66.0万 | 572股 | $22.7万 | 672股 | -100股-14.88% | 减仓 |
| B贝莱德ETF信托DYNF |
| 0.44% | 0.78% | $65.3万 | 9,601股 | $93.9万 | 1.6万股 | -6,534股-40.50% | 减仓 |
 阿斯利康AZN |
| 0.41% | 0.42% | $61.0万 | 3,218股 | $51.0万 | 2,585股 | +633股+24.49% | 加仓 |
 卡特彼勒CAT |
| 0.41% | 0.31% | $60.7万 | 570股 | $37.2万 | 525股 | +45股+8.57% | 加仓 |
 雪佛龙CVX |
| 0.41% | 0.22% | $60.2万 | 3,634股 | $26.5万 | 1,282股 | +2,352股+183.46% | 加仓 |
| IiShares安硕IEMG |
| 0.4% | 0.66% | $58.1万 | 7,016股 | $79.9万 | 1.1万股 | -4,439股-38.75% | 减仓 |
| EETFS GOLD TRSGOL |
| 0.38% | 0.55% | $56.6万 | 1.5万股 | $66.0万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.37% | 0.61% | $54.7万 | 3,978股 | $73.2万 | 6,467股 | -2,489股-38.49% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.36% | 0.33% | $52.9万 | 2,098股 | $40.2万 | 2,218股 | -120股-5.41% | 减仓 |
| IiShares安硕信托TLH |
| 0.35% | 0.61% | $51.1万 | 5,094股 | $73.5万 | 7,298股 | -2,204股-30.20% | 减仓 |
| IiShares黄金信托IAU |
| 0.35% | 0.6% | $51.0万 | 6,754股 | $72.5万 | 8,226股 | -1,472股-17.89% | 减仓 |
