| SSPDR标普500 ETFSPY |
| 8.61% | 8.36% | $9,926.9万 | 13.3万股 | $8,826.9万 | 13.6万股 | -2,796股-2.06% | 减仓 |
| V先锋领航指数基金VOO |
| 8.42% | 7.91% | $9,707.6万 | 14.1万股 | $8,350.3万 | 14.0万股 | +1,601股+1.15% | 加仓 |
 苹果AAPL |
| 5.02% | 4.95% | $5,786.7万 | 20.0万股 | $5,230.6万 | 20.6万股 | -6,117股-2.97% | 减仓 |
 谷歌AGOOGL |
| 3.86% | 3.53% | $4,449.2万 | 12.4万股 | $3,726.1万 | 13.0万股 | -5,079股-3.92% | 减仓 |
 英伟达NVDA |
| 3.59% | 3.53% | $4,137.8万 | 20.7万股 | $3,728.7万 | 21.4万股 | -7,004股-3.28% | 减仓 |
 亚马逊AMZN |
| 2.55% | 2.43% | $2,942.0万 | 12.3万股 | $2,569.7万 | 12.3万股 | +53股+0.04% | 加仓 |
| IiShares安硕信托AGG |
| 2.42% | 2.43% | $2,788.2万 | 28.2万股 | $2,570.7万 | 25.9万股 | +2.3万股+8.78% | 加仓 |
 摩根大通JPM |
| 2.37% | 2.43% | $2,735.7万 | 8.4万股 | $2,564.0万 | 8.7万股 | -3,589股-4.12% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.25% | 2.37% | $2,592.2万 | 51.6万股 | $2,507.4万 | 50.2万股 | +1.4万股+2.81% | 加仓 |
 微软MSFT |
| 2.24% | 2.48% | $2,578.6万 | 6.9万股 | $2,619.2万 | 7.1万股 | -1,628股-2.30% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.93% | 2% | $2,228.3万 | 44.3万股 | $2,108.4万 | 41.9万股 | +2.4万股+5.67% | 加仓 |
| IiShares安硕信托IEFA |
| 1.93% | 1.98% | $2,219.4万 | 23.0万股 | $2,091.7万 | 23.1万股 | -1,251股-0.54% | 减仓 |
 沃尔玛WMT |
| 1.64% | 2.02% | $1,892.9万 | 16.7万股 | $2,134.3万 | 17.2万股 | -4,604股-2.68% | 减仓 |
| IiShares安硕信托IVV |
| 1.62% | 1.56% | $1,870.0万 | 2.5万股 | $1,646.4万 | 2.5万股 | -235股-0.93% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 1.51% | 1.54% | $1,738.1万 | 16.4万股 | $1,626.8万 | 15.2万股 | +1.1万股+7.43% | 加仓 |
| J骏利亨德森JAAA |
| 1.43% | 1.51% | $1,648.4万 | 32.6万股 | $1,596.9万 | 31.7万股 | +9,438股+2.98% | 加仓 |
 艾伯维ABBV |
| 1.2% | 1.19% | $1,382.1万 | 5.5万股 | $1,255.1万 | 5.8万股 | -2,782股-4.82% | 减仓 |
 泛林集团LRCX |
| 1.19% | 0.66% | $1,370.0万 | 3.2万股 | $696.3万 | 3.3万股 | -976股-2.99% | 减仓 |
| G通用动力VTI |
| 1.17% | 1.14% | $1,349.4万 | 3.6万股 | $1,202.0万 | 3.7万股 | -1,001股-2.67% | 减仓 |
 VisaV |
| 1.08% | 1.08% | $1,248.3万 | 3.6万股 | $1,135.8万 | 3.8万股 | -1,197股-3.19% | 减仓 |
 卡特彼勒CAT |
| 1.07% | 0.82% | $1,231.7万 | 1.2万股 | $862.6万 | 1.2万股 | -610股-5.01% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.05% | 1.02% | $1,215.3万 | 14.8万股 | $1,073.3万 | 15.1万股 | -3,309股-2.19% | 减仓 |
| IiShares安硕IEMG |
| 1.01% | 1.06% | $1,167.7万 | 14.1万股 | $1,123.4万 | 16.1万股 | -2.0万股-12.48% | 减仓 |
| IiShares安硕信托IWD |
| 1% | 0.94% | $1,149.9万 | 4.7万股 | $992.4万 | 4.6万股 | +987股+2.13% | 加仓 |
| I景顺QQQ信托VOO |
| 0.95% | 0.8% | $1,099.1万 | 1.5万股 | $848.3万 | 1.5万股 | +227股+1.54% | 加仓 |
 伊顿ETN |
| 0.93% | 0.74% | $1,072.9万 | 2.5万股 | $778.1万 | 2.2万股 | +3,423股+15.73% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.92% | 0.72% | $1,063.3万 | 5.6万股 | $759.6万 | 5.7万股 | -1,346股-2.35% | 减仓 |
 好市多COST |
| 0.89% | 1.1% | $1,026.7万 | 1.1万股 | $1,157.7万 | 1.2万股 | -643股-5.53% | 减仓 |
 贝莱德·INC COMBLK |
| 0.89% | 1.01% | $1,022.7万 | 1.1万股 | $1,066.6万 | 1.1万股 | -455股-4.10% | 减仓 |
 强生JNJ |
| 0.88% | 0.95% | $1,009.1万 | 4.0万股 | $1,003.0万 | 4.1万股 | -1,299股-3.17% | 减仓 |
 Meta平台META |
| 0.82% | 0.93% | $945.6万 | 1.7万股 | $981.3万 | 1.7万股 | -365股-2.13% | 减仓 |
| BBANK OF AMERBAC |
| 0.81% | 0.77% | $932.1万 | 16.4万股 | $812.4万 | 16.7万股 | -3,058股-1.83% | 减仓 |
| T赛默飞世尔TMO |
| 0.75% | 0.83% | $865.8万 | 1.7万股 | $877.6万 | 1.8万股 | -586股-3.28% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.75% | 0.75% | $862.4万 | 8.3万股 | $787.2万 | 8.1万股 | +1,971股+2.43% | 加仓 |
| FFASTENAL COMFAST |
| 0.74% | 0.83% | $854.4万 | 17.8万股 | $880.4万 | 19.0万股 | -1.2万股-6.24% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.73% | 0.7% | $839.4万 | 41.2万股 | $735.5万 | 36.0万股 | +5.2万股+14.46% | 加仓 |
 思科CSCO |
| 0.71% | 0.53% | $814.6万 | 6.9万股 | $564.8万 | 7.3万股 | -3,443股-4.73% | 减仓 |
 DANAHER DEL COMDHR |
| 0.68% | 0.78% | $785.6万 | 4.1万股 | $821.1万 | 4.3万股 | -2,064股-4.77% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.6% | $755.5万 | 2.1万股 | $637.4万 | 2.2万股 | -837股-3.77% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.59% | 0.56% | $683.6万 | 13.5万股 | $592.3万 | 11.7万股 | +1.8万股+15.51% | 加仓 |
| V先锋领航指数基金VB |
| 0.58% | 0.65% | $668.1万 | 2.2万股 | $684.7万 | 2.6万股 | -4,101股-15.69% | 减仓 |
 甲骨文ORCL |
| 0.56% | 0.65% | $650.7万 | 4.4万股 | $686.4万 | 4.7万股 | -2,255股-4.83% | 减仓 |
 宝洁PG |
| 0.53% | 0.61% | $616.6万 | 4.2万股 | $647.4万 | 4.5万股 | -2,768股-6.18% | 减仓 |
 家得宝HD |
| 0.5% | 0.53% | $572.8万 | 1.6万股 | $563.6万 | 1.7万股 | -895股-5.22% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.48% | 0.45% | $556.4万 | 1.9万股 | $478.3万 | 1.9万股 | -767股-3.98% | 减仓 |
 PALO ALTOPANW |
| 0.48% | 0.25% | $549.6万 | 1.6万股 | $264.2万 | 1.6万股 | -362股-2.20% | 减仓 |
 通用动力GD |
| 0.45% | 0.5% | $513.9万 | 1.5万股 | $525.4万 | 1.5万股 | -799股-5.22% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.44% | 0.36% | $503.1万 | 6.0万股 | $384.9万 | 5.1万股 | +8,819股+17.21% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.43% | 0.35% | $497.2万 | 26.8万股 | $367.0万 | 19.7万股 | +7.1万股+36.11% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.43% | 0.44% | $495.0万 | 25.2万股 | $469.2万 | 23.9万股 | +1.3万股+5.54% | 加仓 |
