| S道富SPTI |
| 14.85% | 15.62% | $1.44亿 | 507.9万股 | $1.41亿 | 491.6万股 | +16.3万股+3.31% | 加仓 |
| S嘉信·USSCHX |
| 12.53% | 12.42% | $1.22亿 | 413.5万股 | $1.12亿 | 436.9万股 | -23.4万股-5.35% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 10.03% | 10.03% | $9,742.1万 | 335.8万股 | $9,049.0万 | 310.1万股 | +25.7万股+8.29% | 加仓 |
| V先锋领航指数基金VOO |
| 7.45% | 7.84% | $7,235.8万 | 10.5万股 | $7,071.7万 | 11.8万股 | -1.3万股-10.98% | 减仓 |
| IiShares安硕·COREIJH |
| 4.24% | 4.43% | $4,112.4万 | 53.3万股 | $3,996.4万 | 59.2万股 | -5.8万股-9.88% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.94% | 3.83% | $3,825.3万 | 5.1万股 | $3,455.3万 | 5.3万股 | -1,891股-3.57% | 减仓 |
| IiShares安硕信托IVV |
| 3.12% | 2.84% | $3,027.9万 | 4.0万股 | $2,564.7万 | 3.9万股 | +1,169股+2.98% | 加仓 |
| S道富SPYM |
| 2.96% | 2.41% | $2,876.8万 | 32.7万股 | $2,169.5万 | 28.3万股 | +4.4万股+15.49% | 加仓 |
| S道富SPMD |
| 2.58% | 2.17% | $2,500.4万 | 37.0万股 | $1,961.3万 | 33.1万股 | +3.9万股+11.75% | 加仓 |
| S道富SPSM |
| 2.08% | 1.72% | $2,016.7万 | 35.0万股 | $1,554.4万 | 32.2万股 | +2.8万股+8.71% | 加仓 |
 苹果AAPL |
| 1.97% | 1.96% | $1,911.0万 | 6.6万股 | $1,771.3万 | 7.0万股 | -3,748股-5.37% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.97% | 1.88% | $1,909.0万 | 46.3万股 | $1,699.4万 | 43.6万股 | +2.7万股+6.10% | 加仓 |
| IiShares安硕IEMG |
| 1.85% | 1.6% | $1,798.6万 | 21.7万股 | $1,441.0万 | 20.7万股 | +1.1万股+5.09% | 加仓 |
 亚马逊AMZN |
| 1.31% | 1.19% | $1,274.6万 | 5.3万股 | $1,072.8万 | 5.2万股 | +1,971股+3.83% | 加仓 |
| IiShares安硕·COREIJR |
| 1.27% | 1.25% | $1,232.7万 | 8.3万股 | $1,127.8万 | 9.1万股 | -7,612股-8.39% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.22% | 1.32% | $1,185.8万 | 7.5万股 | $1,194.0万 | 8.1万股 | -5,588股-6.93% | 减仓 |
 谷歌AGOOGL |
| 1.14% | 1.07% | $1,108.3万 | 3.1万股 | $961.8万 | 3.3万股 | -2,432股-7.27% | 减仓 |
| G通用动力VTI |
| 1.04% | 1.1% | $1,014.0万 | 2.7万股 | $987.8万 | 3.1万股 | -3,390股-11.01% | 减仓 |
| V先锋领航·MIDVO |
| 0.95% | 0.97% | $921.1万 | 11.4万股 | $873.2万 | 3.0万股 | +8.4万股+275.98% | 加仓 |
 JOHN MARSHALL BANCORP INC COMJMSB |
| 0.79% | 0.79% | $765.5万 | 35.1万股 | $709.7万 | 35.0万股 | +1,180股+0.34% | 加仓 |
 微软MSFT |
| 0.65% | 0.71% | $633.4万 | 1.7万股 | $642.5万 | 1.7万股 | -376股-2.17% | 减仓 |
 摩根大通JPM |
| 0.62% | 0.59% | $603.3万 | 1.8万股 | $530.1万 | 1.8万股 | +411股+2.28% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.57% | 0.11% | $552.4万 | 9.4万股 | $102.5万 | 1.7万股 | +7.6万股+443.98% | 加仓 |
 礼来LLY |
| 0.47% | 0.39% | $452.5万 | 3,773股 | $355.3万 | 3,863股 | -90股-2.33% | 减仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.45% | 0.57% | $437.0万 | 8.9万股 | $513.6万 | 12.8万股 | -3.9万股-30.62% | 减仓 |
 英伟达NVDA |
| 0.44% | 0.41% | $430.0万 | 2.1万股 | $369.3万 | 2.1万股 | +319股+1.51% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.43% | 0.39% | $420.9万 | 1.4万股 | $353.6万 | 1.4万股 | -246股-1.73% | 减仓 |
| V先锋领航指数基金VUG |
| 0.42% | 0.41% | $408.5万 | 4.7万股 | $373.7万 | 8,555股 | +3.9万股+454.32% | 加仓 |
 卡特彼勒CAT |
| 0.37% | 0.26% | $360.3万 | 3,383股 | $231.1万 | 3,262股 | +121股+3.71% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.37% | 0.47% | $359.2万 | 6.4万股 | $419.7万 | 7.4万股 | -1.0万股-14.12% | 减仓 |
| IiShares安硕信托IWD |
| 0.34% | 0.34% | $329.8万 | 1.4万股 | $307.0万 | 1.4万股 | -763股-5.31% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.36% | $329.4万 | 6,583股 | $328.1万 | 6,846股 | -263股-3.84% | 减仓 |
 博通AVGO |
| 0.32% | 0.27% | $307.9万 | 8,151股 | $241.9万 | 7,817股 | +334股+4.27% | 加仓 |
 VisaV |
| 0.29% | 0.28% | $282.7万 | 8,240股 | $252.5万 | 8,355股 | -115股-1.38% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.29% | 0.3% | $281.5万 | 5.7万股 | $268.9万 | 5.8万股 | -1,405股-2.41% | 减仓 |
| IiShares安硕信托IDV |
| 0.29% | 0.35% | $280.8万 | 6.8万股 | $313.8万 | 7.4万股 | -5,960股-8.08% | 减仓 |
| V先锋领航指数基金VB |
| 0.27% | 0.35% | $262.4万 | 8,656股 | $317.5万 | 1.2万股 | -3,467股-28.60% | 减仓 |
| V先锋领航指数基金VTV |
| 0.26% | 0.25% | $251.4万 | 1.2万股 | $221.5万 | 1.1万股 | +247股+2.19% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.25% | 0.04% | $247.3万 | 4.2万股 | $36.9万 | 6,305股 | +3.6万股+573.93% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.25% | 0.28% | $246.3万 | 3.5万股 | $254.9万 | 4.0万股 | -5,202股-13.08% | 减仓 |
 默沙东MRK |
| 0.24% | 0.19% | $235.2万 | 1.8万股 | $168.4万 | 1.4万股 | +4,297股+30.87% | 加仓 |
 应用材料AMAT |
| 0.24% | 0.11% | $235.0万 | 3,251股 | $102.6万 | 3,001股 | +250股+8.33% | 加仓 |
| N新纪元能源NEE |
| 0.23% | 0.22% | $227.0万 | 2.6万股 | $202.1万 | 2.2万股 | +4,102股+18.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.22% | $224.0万 | 6,340股 | $194.3万 | 6,775股 | -435股-6.42% | 减仓 |
 Meta平台META |
| 0.22% | 0.29% | $216.3万 | 3,840股 | $261.7万 | 4,575股 | -735股-16.07% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.22% | 0.26% | $215.5万 | 5.4万股 | $234.2万 | 5.0万股 | +3,723股+7.43% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.22% | 0.2% | $208.9万 | 1.7万股 | $179.3万 | 4,206股 | +1.3万股+300.00% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.2% | 0.22% | $197.8万 | 1.9万股 | $200.2万 | 2.1万股 | -1,567股-7.60% | 减仓 |
| VVanEck ETF信托GDX |
| 0.2% | 0.26% | $194.9万 | 2.6万股 | $237.9万 | 2.6万股 | -81股-0.31% | 减仓 |
| IiShares安硕信托SGOV |
| 0.19% | 0.51% | $184.4万 | 1.8万股 | $464.4万 | 4.6万股 | -2.8万股-60.29% | 减仓 |
