| V先锋领航斯科茨代尔基金VGSH |
| 19.19% | 20.85% | $4,960.4万 | 85.2万股 | $4,984.3万 | 85.1万股 | +854股+0.10% | 加仓 |
| IiShares安硕信托IVV |
| 9.56% | 9.03% | $2,472.5万 | 3.3万股 | $2,159.4万 | 3.3万股 | -42股-0.13% | 减仓 |
| IiShares安硕信托TLT |
| 9.05% | 9.83% | $2,340.6万 | 27.1万股 | $2,350.8万 | 27.1万股 | -330股-0.12% | 减仓 |
| IiShares安硕信托AGG |
| 8.2% | 8.81% | $2,120.5万 | 21.4万股 | $2,107.3万 | 21.2万股 | +1,949股+0.92% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 6.69% | 7.29% | $1,728.7万 | 21.1万股 | $1,743.8万 | 21.1万股 | -654股-0.31% | 减仓 |
| IiShares安硕信托IWD |
| 5.72% | 5.34% | $1,478.8万 | 6.1万股 | $1,276.1万 | 6.0万股 | +1,276股+2.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.53% | 3.81% | $1,170.7万 | 1.6万股 | $911.0万 | 1.4万股 | +1,669股+11.91% | 加仓 |
| IiShares安硕信托IEFA |
| 3.02% | 3.04% | $779.9万 | 8.1万股 | $728.0万 | 8.0万股 | +337股+0.42% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 2.92% | 3.13% | $756.1万 | 13.7万股 | $748.7万 | 13.5万股 | +1,771股+1.31% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.77% | 1.89% | $458.5万 | 5.0万股 | $452.7万 | 4.9万股 | +633股+1.28% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.26% | 1.17% | $325.5万 | 2.6万股 | $279.0万 | 6,542股 | +2.0万股+300.67% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.26% | 1.26% | $325.1万 | 1.5万股 | $300.7万 | 1.5万股 | +77股+0.52% | 加仓 |
 英特尔INTC |
| 1.22% | 0.42% | $316.5万 | 2.3万股 | $101.3万 | 2.3万股 | -292股-1.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.04% | 1% | $267.7万 | 5,350股 | $239.5万 | 4,998股 | +352股+7.04% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.95% | 0.88% | $245.0万 | 1.7万股 | $211.2万 | 1.6万股 | +249股+1.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.93% | 0.9% | $239.3万 | 3.4万股 | $215.1万 | 3.4万股 | +20股+0.06% | 加仓 |
 苹果AAPL |
| 0.86% | 0.82% | $221.3万 | 7,649股 | $195.0万 | 7,685股 | -36股-0.47% | 减仓 |
| I景顺QQQ信托VOO |
| 0.82% | 0.84% | $213.0万 | 2,893股 | $201.6万 | 3,493股 | -600股-17.18% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.77% | 0.9% | $199.2万 | 3.9万股 | $214.2万 | 4.2万股 | -2,923股-6.91% | 减仓 |
| IiShares安硕信托IWS |
| 0.71% | 0.62% | $184.6万 | 1.1万股 | $148.9万 | 1.0万股 | +994股+9.73% | 加仓 |
 应用材料AMAT |
| 0.69% | 0.35% | $179.3万 | 2,480股 | $84.4万 | 2,470股 | +10股+0.40% | 加仓 |
 思科CSCO |
| 0.68% | 0.49% | $176.6万 | 1.5万股 | $116.4万 | 1.5万股 | +38股+0.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.58% | $170.9万 | 4,837股 | $137.9万 | 4,807股 | +30股+0.62% | 加仓 |
 嘉信理财SCHW |
| 0.62% | 0.56% | $160.3万 | 1.7万股 | $134.0万 | 1.4万股 | +3,109股+21.80% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.57% | $153.1万 | 4,679股 | $135.7万 | 4,615股 | +64股+1.39% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.54% | 0.47% | $140.5万 | 3,566股 | $111.7万 | 3,558股 | +8股+0.22% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.53% | 0.49% | $138.3万 | 6,250股 | $118.3万 | 6,239股 | +11股+0.18% | 加仓 |
 强生JNJ |
| 0.51% | 0.52% | $131.1万 | 5,163股 | $124.1万 | 5,075股 | +88股+1.73% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.51% | 0.46% | $130.9万 | 9,519股 | $109.5万 | 9,536股 | -17股-0.18% | 减仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.5% | 0.38% | $129.4万 | 2.4万股 | $91.9万 | 2.4万股 | 00.00% | 持仓不变 |
| B巴里克黄金GOLD |
| 0.49% | 0.58% | $127.2万 | 3.5万股 | $139.1万 | 3.4万股 | +539股+1.58% | 加仓 |
 微软MSFT |
| 0.46% | 0.48% | $117.8万 | 3,159股 | $115.1万 | 3,108股 | +51股+1.64% | 加仓 |
 谷歌AGOOGL |
| 0.45% | 0.38% | $115.3万 | 3,226股 | $92.0万 | 3,199股 | +27股+0.84% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.41% | 0.31% | $106.7万 | 5,600股 | $74.4万 | 5,600股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.4% | 0.34% | $102.3万 | 1,489股 | $81.6万 | 1,366股 | +123股+9.00% | 加仓 |
 摩根士丹利MS |
| 0.39% | 0.33% | $101.1万 | 4,838股 | $78.7万 | 4,782股 | +56股+1.17% | 加仓 |
| SSPDR道富系列信托SJNK |
| 0.37% | 0.4% | $94.5万 | 3.8万股 | $95.3万 | 3.8万股 | -413股-1.08% | 减仓 |
| IIBMIBM |
| 0.33% | 0.31% | $85.0万 | 3,021股 | $73.2万 | 3,021股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.31% | 0.34% | $81.4万 | 5,554股 | $81.4万 | 5,536股 | +18股+0.33% | 加仓 |
 iShares安硕·MBSACGL |
| 0.31% | 0.33% | $80.6万 | 8,307股 | $80.1万 | 8,340股 | -33股-0.40% | 减仓 |
 默沙东MRK |
| 0.3% | 0.29% | $76.5万 | 5,956股 | $69.0万 | 5,737股 | +219股+3.82% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.29% | 0.27% | $75.8万 | 2,522股 | $64.5万 | 2,600股 | -78股-3.00% | 减仓 |
 波音BA |
| 0.29% | 0.28% | $74.6万 | 3,447股 | $66.3万 | 3,331股 | +116股+3.48% | 加仓 |
 博通AVGO |
| 0.27% | 0.22% | $70.3万 | 1,860股 | $53.3万 | 1,722股 | +138股+8.01% | 加仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 0.27% | 0.27% | $69.2万 | 1.3万股 | $63.6万 | 1.3万股 | 00.00% | 持仓不变 |
 阿格尼科鹰矿AEM |
| 0.26% | 0.37% | $67.5万 | 4,353股 | $88.4万 | 4,353股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 0.26% | 0.25% | $66.7万 | 5,109股 | $59.9万 | 4,945股 | +164股+3.32% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.26% | 0.28% | $66.5万 | 6,222股 | $67.2万 | 6,222股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.24% | 0.26% | $62.9万 | 1,116股 | $63.1万 | 1,103股 | +13股+1.18% | 加仓 |
| Q高通QCOM |
| 0.24% | 0.18% | $62.0万 | 3,357股 | $42.4万 | 3,291股 | +66股+2.01% | 加仓 |
