| IiShares安硕信托IVV |
| 13.61% | 14.02% | $5,995.4万 | 8.0万股 | $5,365.1万 | 8.2万股 | -2,077股-2.53% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 12.07% | 12.31% | $5,315.1万 | 37.5万股 | $4,707.9万 | 37.6万股 | -1,647股-0.44% | 减仓 |
| IiShares安硕信托IVW |
| 7.08% | 6.73% | $3,120.0万 | 22.7万股 | $2,574.2万 | 22.8万股 | -726股-0.32% | 减仓 |
| IiShares安硕·S&PIVE |
| 6.82% | 7.16% | $3,006.1万 | 13.2万股 | $2,740.2万 | 13.0万股 | +2,614股+2.01% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 6.03% | 5.62% | $2,654.2万 | 6.7万股 | $2,150.6万 | 6.9万股 | -1,159股-1.69% | 减仓 |
| V先锋领航指数基金VTV |
| 5.87% | 6.11% | $2,586.1万 | 11.9万股 | $2,335.8万 | 11.9万股 | -386股-0.32% | 减仓 |
| V先锋领航指数基金VOO |
| 5% | 4.65% | $2,202.2万 | 3.0万股 | $1,780.3万 | 3.1万股 | -941股-3.05% | 减仓 |
| DDBX ETF信托DBEF |
| 4.09% | 4.06% | $1,803.2万 | 33.0万股 | $1,555.0万 | 31.5万股 | +1.5万股+4.86% | 加仓 |
| S嘉信策略信托SCHE |
| 3.41% | 3.74% | $1,504.0万 | 41.5万股 | $1,430.0万 | 43.4万股 | -1.9万股-4.42% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 3.02% | 3.5% | $1,328.6万 | 33.5万股 | $1,338.9万 | 35.0万股 | -1.5万股-4.32% | 减仓 |
 应用材料AMAT |
| 2.92% | 1.59% | $1,288.4万 | 1.8万股 | $609.1万 | 1.8万股 | 00.00% | 持仓不变 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 2.21% | 2.22% | $974.6万 | 19.6万股 | $848.1万 | 17.7万股 | +1.9万股+10.71% | 加仓 |
| S嘉信·USSCHX |
| 1.83% | 1.82% | $805.3万 | 27.4万股 | $694.6万 | 27.1万股 | +2,720股+1.00% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.73% | 1.75% | $762.6万 | 3.4万股 | $668.0万 | 3.5万股 | -760股-2.16% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.32% | 0.08% | $580.1万 | 25.0万股 | $29.6万 | 1.2万股 | +23.9万股+2,048.10% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.31% | 1.36% | $577.4万 | 27.7万股 | $521.5万 | 24.9万股 | +2.8万股+11.19% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.31% | 1.46% | $575.8万 | 26.4万股 | $559.0万 | 25.5万股 | +8,758股+3.43% | 加仓 |
| IiShares安硕信托IBDT |
| 1.3% | 1.42% | $573.9万 | 22.7万股 | $541.5万 | 21.4万股 | +1.4万股+6.32% | 加仓 |
| IiShares安硕信托IBDS |
| 1.29% | 1.4% | $566.5万 | 23.4万股 | $533.9万 | 22.0万股 | +1.4万股+6.19% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.2% | 1.27% | $527.7万 | 17.0万股 | $484.6万 | 17.4万股 | -4,313股-2.48% | 减仓 |
| V先锋领航指数基金VUG |
| 1.18% | 1.17% | $520.9万 | 6.0万股 | $449.0万 | 1.0万股 | +5.0万股+488.28% | 加仓 |
 特斯拉TSLA |
| 1.16% | 1.18% | $509.4万 | 1.2万股 | $450.6万 | 1.2万股 | -11股-0.09% | 减仓 |
| IINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETFPDN |
| 1.02% | 1.14% | $451.3万 | 10.0万股 | $436.8万 | 10.1万股 | -373股-0.37% | 减仓 |
| IiShares安硕信托EFV |
| 0.83% | 0.95% | $365.0万 | 4.8万股 | $362.4万 | 4.9万股 | -1,065股-2.18% | 减仓 |
 苹果AAPL |
| 0.81% | 0.78% | $356.7万 | 1.2万股 | $299.6万 | 1.2万股 | +521股+4.41% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.7% | 0.67% | $309.9万 | 1.7万股 | $256.8万 | 1.8万股 | -398股-2.24% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.66% | 0.78% | $288.7万 | 4.3万股 | $298.2万 | 4.5万股 | -1,166股-2.62% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.54% | $285.9万 | 3,828股 | $206.9万 | 3,182股 | +646股+20.30% | 加仓 |
 微软MSFT |
| 0.62% | 0.76% | $274.2万 | 7,351股 | $290.9万 | 7,859股 | -508股-6.46% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.58% | 0.66% | $256.6万 | 3.1万股 | $252.1万 | 3.2万股 | -957股-2.98% | 减仓 |
| S道富SLYG |
| 0.56% | 0.52% | $244.5万 | 2.1万股 | $199.9万 | 2.1万股 | -169股-0.82% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.56% | $226.2万 | 4,521股 | $215.5万 | 4,497股 | +24股+0.53% | 加仓 |
| IiShares安硕信托IEFA |
| 0.49% | 0.53% | $214.7万 | 2.2万股 | $202.4万 | 2.2万股 | -122股-0.55% | 减仓 |
| G通用动力VTI |
| 0.48% | — | $212.4万 | 5,741股 | $0 | 0股 | +5,741股 | 新买入 |
| IiShares安硕·S&PIUSG |
| 0.27% | 0.26% | $119.2万 | 6,337股 | $98.2万 | 6,329股 | +8股+0.13% | 加仓 |
 iShares安硕·MBSACGL |
| 0.26% | 0.44% | $116.7万 | 1.2万股 | $167.4万 | 1.8万股 | -5,286股-29.97% | 减仓 |
| V先锋领航·MIDVO |
| 0.26% | 0.29% | $112.5万 | 1.4万股 | $111.0万 | 3,866股 | +1.0万股+261.23% | 加仓 |
 谷歌AGOOGL |
| 0.25% | 0.23% | $109.7万 | 3,070股 | $89.6万 | 3,114股 | -44股-1.41% | 减仓 |
| IiShares安硕·COREIJH |
| 0.25% | 0.25% | $109.6万 | 1.4万股 | $96.0万 | 1.4万股 | +2股+0.01% | 加仓 |
| V先锋领航指数基金VB |
| 0.25% | 0.24% | $108.4万 | 3,576股 | $91.3万 | 3,487股 | +89股+2.55% | 加仓 |
 英伟达NVDA |
| 0.24% | 0.23% | $104.5万 | 5,221股 | $89.5万 | 5,132股 | +89股+1.73% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.23% | 0.23% | $101.0万 | 4.0万股 | $87.4万 | 3.5万股 | +4,481股+12.72% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.2% | 0.23% | $89.2万 | 1.8万股 | $86.8万 | 1.7万股 | +272股+1.57% | 加仓 |
 EquifaxEFX |
| 0.2% | 0.26% | $86.3万 | 5,435股 | $97.9万 | 5,435股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.19% | 0.19% | $85.4万 | 5,760股 | $71.5万 | 5,756股 | +4股+0.07% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.19% | 0.22% | $84.6万 | 9,180股 | $82.8万 | 8,969股 | +211股+2.35% | 加仓 |
 波音BA |
| 0.18% | 0.19% | $77.3万 | 3,569股 | $71.0万 | 3,569股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.18% | 0.18% | $77.2万 | 3.3万股 | $68.7万 | 3.2万股 | +661股+2.07% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.17% | 0.17% | $73.2万 | 3,014股 | $65.4万 | 3,011股 | +3股+0.10% | 加仓 |
 亚马逊AMZN |
| 0.16% | 0.12% | $71.8万 | 3,014股 | $47.1万 | 2,263股 | +751股+33.19% | 加仓 |
