| S道富SPYM |
| 14.04% | 13.18% | $4.42亿 | 500.2万股 | $3.57亿 | 463.8万股 | +36.4万股+7.85% | 加仓 |
 苹果AAPL |
| 3.71% | 3.64% | $1.17亿 | 38.7万股 | $9,857.9万 | 38.7万股 | +266股+0.07% | 加仓 |
| S道富SPYV |
| 3.68% | 3.94% | $1.16亿 | 188.4万股 | $1.07亿 | 188.6万股 | -1,343股-0.07% | 减仓 |
| A美国世纪ETF信托AVEM |
| 3.22% | 3.19% | $1.01亿 | 105.8万股 | $8,641.6万 | 106.6万股 | -7,300股-0.69% | 减仓 |
| SSPDR道富系列信托SPYG |
| 3% | 2.93% | $9,442.9万 | 79.5万股 | $7,952.7万 | 80.5万股 | -9,604股-1.19% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.71% | 2.5% | $8,530.9万 | 118.9万股 | $6,769.8万 | 104.3万股 | +14.6万股+13.98% | 加仓 |
| V先锋领航指数基金VOO |
| 1.81% | 1.99% | $5,709.4万 | 8.3万股 | $5,395.3万 | 9.0万股 | -7,052股-7.83% | 减仓 |
| IiShares安硕信托ITOT |
| 1.74% | 1.71% | $5,473.5万 | 33.2万股 | $4,625.4万 | 32.2万股 | +9,168股+2.84% | 加仓 |
| V先锋领航·MIDVO |
| 1.73% | 1.53% | $5,450.4万 | 67.4万股 | $4,158.6万 | 14.4万股 | +53.0万股+367.92% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.48% | 1.12% | $4,670.6万 | 102.7万股 | $3,040.5万 | 66.7万股 | +36.1万股+54.12% | 加仓 |
 微软MSFT |
| 1.35% | 1.54% | $4,256.1万 | 11.2万股 | $4,181.9万 | 11.3万股 | -904股-0.80% | 减仓 |
 英伟达NVDA |
| 1.33% | 1.28% | $4,180.7万 | 21.2万股 | $3,461.9万 | 19.8万股 | +1.4万股+7.08% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.27% | 1.48% | $3,988.1万 | 78.9万股 | $4,001.0万 | 80.2万股 | -1.3万股-1.57% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.25% | 1.34% | $3,921.2万 | 112.6万股 | $3,639.4万 | 119.3万股 | -6.7万股-5.60% | 减仓 |
| IiShares安硕信托GVI |
| 1.23% | 1.37% | $3,862.6万 | 35.9万股 | $3,725.8万 | 35.1万股 | +8,110股+2.31% | 加仓 |
 摩根大通JPM |
| 1.22% | 1.28% | $3,846.6万 | 11.5万股 | $3,474.2万 | 11.8万股 | -2,388股-2.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.19% | 1.3% | $3,758.7万 | 7.4万股 | $3,530.9万 | 7.4万股 | +624股+0.85% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.07% | 1.07% | $3,354.1万 | 26.2万股 | $2,912.3万 | 26.5万股 | -3,038股-1.14% | 减仓 |
 亚马逊AMZN |
| 1.05% | 1.05% | $3,316.6万 | 13.7万股 | $2,854.5万 | 13.6万股 | +1,158股+0.85% | 加仓 |
| VVictory组合IIJCPB |
| 1% | 0.84% | $3,142.0万 | 67.1万股 | $2,280.8万 | 48.5万股 | +18.6万股+38.32% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.97% | 0.99% | $3,063.9万 | 4.1万股 | $2,672.2万 | 4.1万股 | -39股-0.10% | 减仓 |
 谷歌AGOOGL |
| 0.94% | 0.9% | $2,967.6万 | 8.2万股 | $2,444.7万 | 8.3万股 | -1,560股-1.87% | 减仓 |
| IiShares安硕信托IVV |
| 0.94% | 0.98% | $2,957.8万 | 3.9万股 | $2,655.5万 | 4.1万股 | -1,157股-2.86% | 减仓 |
| A美国世纪ETF信托AVRE |
| 0.94% | 0.97% | $2,948.8万 | 61.9万股 | $2,642.8万 | 59.8万股 | +2.2万股+3.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.82% | $2,769.1万 | 7.7万股 | $2,231.2万 | 7.7万股 | +465股+0.61% | 加仓 |
| IiShares安硕信托IEFA |
| 0.85% | 0.93% | $2,690.1万 | 27.8万股 | $2,508.9万 | 27.7万股 | +1,248股+0.45% | 加仓 |
 宝洁PG |
| 0.79% | 0.87% | $2,486.3万 | 16.7万股 | $2,357.2万 | 16.4万股 | +3,779股+2.31% | 加仓 |
| V先锋领航·TOTALBND |
| 0.74% | 0.8% | $2,314.7万 | 31.6万股 | $2,163.6万 | 29.5万股 | +2.2万股+7.39% | 加仓 |
 美光科技MU |
| 0.74% | 0.3% | $2,313.6万 | 2.2万股 | $823.0万 | 2.3万股 | -1,780股-7.60% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.69% | 0.67% | $2,174.6万 | 6.4万股 | $1,819.4万 | 6.2万股 | +2,583股+4.20% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.6% | 0.65% | $1,883.0万 | 65.0万股 | $1,756.5万 | 70.0万股 | -5.0万股-7.08% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.59% | 0.69% | $1,869.7万 | 16.0万股 | $1,864.7万 | 16.1万股 | -293股-0.18% | 减仓 |
| V先锋领航指数基金VTV |
| 0.59% | 0.6% | $1,861.3万 | 8.5万股 | $1,627.1万 | 8.3万股 | +2,181股+2.63% | 加仓 |
| IiShares安硕信托IVW |
| 0.55% | 0.53% | $1,742.5万 | 12.7万股 | $1,435.3万 | 12.7万股 | +137股+0.11% | 加仓 |
 卡特彼勒CAT |
| 0.54% | 0.44% | $1,710.2万 | 1.7万股 | $1,190.8万 | 1.7万股 | -84股-0.50% | 减仓 |
| V先锋领航指数基金VB |
| 0.54% | 0.5% | $1,685.2万 | 5.6万股 | $1,346.8万 | 5.1万股 | +4,555股+8.89% | 加仓 |
| S道富SPAB |
| 0.52% | 0.6% | $1,626.5万 | 63.7万股 | $1,621.5万 | 63.3万股 | +4,446股+0.70% | 加仓 |
 Meta平台META |
| 0.51% | 0.64% | $1,614.9万 | 2.8万股 | $1,735.1万 | 3.0万股 | -2,210股-7.32% | 减仓 |
 博通AVGO |
| 0.51% | 0.48% | $1,605.1万 | 4.3万股 | $1,297.7万 | 4.2万股 | +998股+2.39% | 加仓 |
| FFEDERATED HERMES ETF TRUSTFSCC |
| 0.51% | 0.38% | $1,600.0万 | 43.5万股 | $1,020.5万 | 34.2万股 | +9.3万股+27.37% | 加仓 |
 礼来LLY |
| 0.51% | 0.38% | $1,599.1万 | 1.3万股 | $1,038.0万 | 1.1万股 | +2,199股+19.76% | 加仓 |
| IiShares安硕信托AGG |
| 0.5% | 0.6% | $1,579.5万 | 16.0万股 | $1,623.0万 | 16.4万股 | -3,912股-2.39% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.48% | 0.57% | $1,524.2万 | 20.3万股 | $1,549.5万 | 20.7万股 | -4,828股-2.33% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.45% | 0.53% | $1,430.6万 | 18.1万股 | $1,445.1万 | 18.2万股 | -1,275股-0.70% | 减仓 |
| AALPS ETF信托AMLP |
| 0.45% | 0.54% | $1,427.2万 | 27.5万股 | $1,457.5万 | 27.9万股 | -3,555股-1.28% | 减仓 |
 甲骨文ORCL |
| 0.42% | 0.47% | $1,323.7万 | 9.1万股 | $1,272.3万 | 8.7万股 | +3,967股+4.57% | 加仓 |
 AMD超威AMD |
| 0.41% | 0.19% | $1,292.8万 | 2.3万股 | $517.1万 | 22.4万股 | -20.1万股-89.82% | 减仓 |
 家得宝HD |
| 0.39% | 0.44% | $1,234.9万 | 3.5万股 | $1,195.9万 | 3.6万股 | -1,170股-3.22% | 减仓 |
 可口可乐KO |
| 0.39% | 0.42% | $1,232.2万 | 14.9万股 | $1,141.4万 | 15.0万股 | -564股-0.38% | 减仓 |
 强生JNJ |
| 0.39% | 0.42% | $1,224.0万 | 4.8万股 | $1,136.8万 | 4.7万股 | +1,332股+2.86% | 加仓 |
