| IiShares安硕·RUSSELLIWF |
| 9.62% | 9.48% | $1,562.5万 | 12.6万股 | $1,394.8万 | 3.3万股 | +9.3万股+284.69% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 8.84% | 8.77% | $1,436.6万 | 13.0万股 | $1,290.0万 | 13.3万股 | -2,458股-1.85% | 减仓 |
| IiShares安硕信托IWD |
| 8.24% | 8.33% | $1,338.3万 | 5.5万股 | $1,225.9万 | 5.7万股 | -2,170股-3.78% | 减仓 |
| V先锋领航指数基金VNQ |
| 7.41% | 7.1% | $1,203.5万 | 12.5万股 | $1,044.5万 | 11.8万股 | +7,042股+5.98% | 加仓 |
| SSPDR黄金信托GLD |
| 6.73% | 8.89% | $1,093.7万 | 3.0万股 | $1,307.3万 | 3.0万股 | -692股-2.28% | 减仓 |
| V先锋领航指数基金VB |
| 6.53% | 6.25% | $1,060.1万 | 3.5万股 | $919.2万 | 3.5万股 | -122股-0.35% | 减仓 |
| V先锋领航指数基金VUG |
| 5.2% | 4.78% | $845.0万 | 9.8万股 | $703.0万 | 1.6万股 | +8.2万股+509.50% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5% | 5.46% | $811.6万 | 10.4万股 | $802.7万 | 10.2万股 | +1,805股+1.76% | 加仓 |
| V先锋领航指数基金VTV |
| 4.96% | 5.08% | $805.4万 | 3.7万股 | $747.5万 | 3.8万股 | -1,141股-2.99% | 减仓 |
| V先锋领航·MIDVO |
| 4.04% | 3.94% | $655.7万 | 8.1万股 | $579.6万 | 2.0万股 | +6.1万股+303.23% | 加仓 |
 苹果AAPL |
| 3.86% | 3.76% | $626.5万 | 2.2万股 | $553.1万 | 2.2万股 | -142股-0.65% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.69% | 3.73% | $600.0万 | 10.1万股 | $549.1万 | 10.2万股 | -1,079股-1.06% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.61% | 3.77% | $586.8万 | 5.6万股 | $554.5万 | 5.7万股 | -600股-1.05% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 3.4% | 3.14% | $551.6万 | 1.8万股 | $461.7万 | 1.9万股 | -259股-1.39% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.98% | 3% | $483.5万 | 6.8万股 | $441.7万 | 6.9万股 | -1,060股-1.54% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.18% | 1.31% | $191.1万 | 1.9万股 | $192.4万 | 2.0万股 | -1,658股-8.15% | 减仓 |
| V先锋领航·TOTALBND |
| 1.18% | 1.3% | $191.0万 | 2.6万股 | $191.0万 | 2.6万股 | +79股+0.30% | 加仓 |
 应用材料AMAT |
| 0.95% | 0.48% | $154.0万 | 2,130股 | $71.3万 | 2,087股 | +43股+2.06% | 加仓 |
 摩根大通JPM |
| 0.82% | 0.8% | $133.5万 | 4,078股 | $117.2万 | 3,983股 | +95股+2.39% | 加仓 |
| EElbit Systems LtdESLT |
| 0.79% | 0.98% | $129.0万 | 1,700股 | $144.3万 | 1,700股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.75% | 0.66% | $121.6万 | 3,218股 | $96.5万 | 3,118股 | +100股+3.21% | 加仓 |
 摩根士丹利MS |
| 0.67% | 0.58% | $109.1万 | 5,217股 | $85.4万 | 5,190股 | +27股+0.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.57% | $106.0万 | 1,420股 | $84.0万 | 1,291股 | +129股+9.99% | 加仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.56% | $105.0万 | 1,529股 | $82.2万 | 1,376股 | +153股+11.12% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.58% | 0.55% | $94.8万 | 4,007股 | $81.4万 | 3,783股 | +224股+5.92% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.57% | $91.4万 | 2,588股 | $84.2万 | 2,937股 | -349股-11.88% | 减仓 |
 特斯拉TSLA |
| 0.5% | 0.51% | $81.1万 | 1,928股 | $75.4万 | 2,028股 | -100股-4.93% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.47% | 0.48% | $76.8万 | 4.8万股 | $71.2万 | 4.1万股 | +7,261股+17.67% | 加仓 |
| Q高通QCOM |
| 0.47% | 0.36% | $76.2万 | 4,122股 | $52.9万 | 4,106股 | +16股+0.39% | 加仓 |
 卡特彼勒CAT |
| 0.39% | 0.28% | $62.6万 | 588股 | $41.6万 | 587股 | +1股+0.17% | 加仓 |
 好市多COST |
| 0.38% | 0.48% | $61.7万 | 660股 | $70.9万 | 712股 | -52股-7.30% | 减仓 |
 微软MSFT |
| 0.38% | 0.37% | $61.3万 | 1,644股 | $54.0万 | 1,459股 | +185股+12.68% | 加仓 |
| G通用动力VTI |
| 0.36% | 0.31% | $58.9万 | 1,593股 | $46.2万 | 1,439股 | +154股+10.70% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.33% | $55.1万 | 2,313股 | $48.6万 | 2,335股 | -22股-0.94% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.29% | — | $47.0万 | 5,502股 | $0 | 0股 | +5,502股 | 新买入 |
 谷歌AGOOGL |
| 0.26% | 0.19% | $42.7万 | 1,194股 | $28.0万 | 973股 | +221股+22.71% | 加仓 |
| IiShares安硕信托USRT |
| 0.25% | 0.24% | $40.1万 | 6,041股 | $35.6万 | 6,006股 | +35股+0.58% | 加仓 |
| IiShares安硕·COREIJR |
| 0.24% | 0.23% | $39.4万 | 2,653股 | $33.1万 | 2,665股 | -12股-0.45% | 减仓 |
 英伟达NVDA |
| 0.23% | 0.2% | $37.4万 | 1,869股 | $29.9万 | 1,715股 | +154股+8.98% | 加仓 |
 Meta平台META |
| 0.22% | 0.29% | $35.8万 | 636股 | $42.6万 | 744股 | -108股-14.52% | 减仓 |
 迪士尼DIS |
| 0.2% | 0.17% | $32.9万 | 3,418股 | $25.0万 | 2,596股 | +822股+31.66% | 加仓 |
| IiShares安硕信托EEM |
| 0.2% | 0.2% | $32.6万 | 4,762股 | $30.0万 | 5,280股 | -518股-9.81% | 减仓 |
| IiShares安硕·COREIJH |
| 0.2% | 0.17% | $31.7万 | 4,117股 | $25.5万 | 3,779股 | +338股+8.94% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.19% | 0.16% | $30.7万 | 1,738股 | $23.5万 | 1,738股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SHM |
| 0.19% | 0.17% | $30.2万 | 6,289股 | $25.0万 | 5,218股 | +1,071股+20.53% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.18% | 0.18% | $29.4万 | 1,383股 | $26.5万 | 1,383股 | 00.00% | 持仓不变 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.14% | — | $22.8万 | 1,747股 | $0 | 0股 | +1,747股 | 新买入 |
| IiShares安硕信托IVV |
| 0.14% | — | $22.6万 | 302股 | $0 | 0股 | +302股 | 新买入 |
 霍尼韦尔HON |
| 0.13% | 0.3% | $21.7万 | 970股 | $43.7万 | 1,935股 | -965股-49.87% | 减仓 |
| WWisdomTree信托DLN |
| 0.13% | — | $21.5万 | 2,227股 | $0 | 0股 | +2,227股 | 新买入 |
