| SSPDR标普500 ETFSPY |
| 8.81% | 8.99% | $4.30亿 | 57.6万股 | $4.15亿 | 63.8万股 | -6.2万股-9.79% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 8.75% | 8.2% | $4.27亿 | 387.0万股 | $3.78亿 | 388.9万股 | -1.9万股-0.49% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 5.07% | 4.63% | $2.47亿 | 82.3万股 | $2.13亿 | 86.0万股 | -3.7万股-4.34% | 减仓 |
| V先锋领航指数基金VOO |
| 4.87% | 4.42% | $2.37亿 | 34.6万股 | $2.04亿 | 34.1万股 | +4,399股+1.29% | 加仓 |
| IiShares安硕信托IXUS |
| 3.52% | 3.23% | $1.72亿 | 180.0万股 | $1.49亿 | 172.3万股 | +7.7万股+4.49% | 加仓 |
| EELEVATION SERIES TRUSTCVGD |
| 2.44% | — | $1.19亿 | 478.1万股 | $0 | 0股 | +478.1万股 | 新买入 |
| V先锋领航·TOTALBND |
| 2.32% | 2.53% | $1.13亿 | 153.9万股 | $1.17亿 | 158.4万股 | -4.5万股-2.82% | 减仓 |
| G通用动力VTI |
| 2.15% | 2.02% | $1.05亿 | 28.3万股 | $9,316.5万 | 29.0万股 | -7,278股-2.51% | 减仓 |
 苹果AAPL |
| 2.12% | 2.18% | $1.03亿 | 35.8万股 | $1.01亿 | 39.6万股 | -3.9万股-9.80% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.98% | 2.01% | $9,675.3万 | 23.6万股 | $9,275.1万 | 26.0万股 | -2.4万股-9.17% | 减仓 |
| IiShares安硕信托IVV |
| 1.97% | 2.33% | $9,615.9万 | 12.8万股 | $1.07亿 | 16.4万股 | -3.6万股-21.86% | 减仓 |
 LOWES COS COMLOW |
| 1.96% | 2.25% | $9,573.3万 | 43.4万股 | $1.04亿 | 44.0万股 | -5,377股-1.22% | 减仓 |
| EELEVATION SERIES TRUSTCVSM |
| 1.88% | — | $9,168.5万 | 352.0万股 | $0 | 0股 | +352.0万股 | 新买入 |
| IiShares安硕信托IEFA |
| 1.85% | 1.88% | $9,015.1万 | 93.3万股 | $8,655.5万 | 95.6万股 | -2.3万股-2.37% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.76% | 1.57% | $8,587.9万 | 100.5万股 | $7,248.0万 | 94.0万股 | +6.5万股+6.87% | 加仓 |
 鲍尔公司BALL |
| 1.57% | 1.5% | $7,637.7万 | 122.4万股 | $6,908.3万 | 116.9万股 | +5.5万股+4.73% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.57% | 1.17% | $7,636.1万 | 62.9万股 | $5,384.6万 | 53.8万股 | +9.1万股+16.99% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.48% | 1.59% | $7,219.0万 | 69.5万股 | $7,358.3万 | 75.8万股 | -6.3万股-8.27% | 减仓 |
| IiShares安硕信托ICVT |
| 1.43% | 1.25% | $6,995.7万 | 57.5万股 | $5,751.8万 | 56.5万股 | +9,581股+1.70% | 加仓 |
| V先锋领航·MIDVO |
| 1.41% | 1.24% | $6,874.8万 | 85.3万股 | $5,730.8万 | 20.0万股 | +65.4万股+327.59% | 加仓 |
| I景顺QQQ信托VOO |
| 1.29% | 1.11% | $6,288.6万 | 8.5万股 | $5,107.8万 | 8.8万股 | -3,099股-3.50% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.28% | 1.21% | $6,241.9万 | 50.3万股 | $5,564.5万 | 13.1万股 | +37.2万股+285.20% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 1.07% | 1.16% | $5,225.1万 | 77.6万股 | $5,346.6万 | 71.6万股 | +6.0万股+8.41% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.06% | 1.03% | $5,180.2万 | 68.1万股 | $4,769.9万 | 69.7万股 | -1.6万股-2.30% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.06% | 0.98% | $5,154.4万 | 23.3万股 | $4,508.6万 | 23.8万股 | -4,792股-2.02% | 减仓 |
| IiShares安硕信托IWS |
| 1.04% | 1% | $5,091.9万 | 30.9万股 | $4,596.2万 | 31.5万股 | -6,022股-1.91% | 减仓 |
| V先锋领航指数基金VB |
| 1.03% | 0.95% | $5,020.5万 | 16.6万股 | $4,391.1万 | 16.8万股 | -2,024股-1.21% | 减仓 |
| IiShares安硕信托DVY |
| 1.03% | 1.03% | $5,010.0万 | 32.1万股 | $4,753.5万 | 31.4万股 | +6,595股+2.10% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.02% | 0.94% | $4,984.0万 | 34.0万股 | $4,324.0万 | 33.7万股 | +2,917股+0.86% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.93% | 0.8% | $4,512.7万 | 19.1万股 | $3,676.1万 | 17.1万股 | +2.0万股+11.57% | 加仓 |
 家得宝HD |
| 0.7% | 0.73% | $3,430.0万 | 9.7万股 | $3,353.6万 | 10.2万股 | -4,714股-4.62% | 减仓 |
| SSPDR黄金信托GLD |
| 0.69% | 0.91% | $3,349.0万 | 9.1万股 | $4,212.0万 | 9.8万股 | -6,976股-7.13% | 减仓 |
 亚马逊AMZN |
| 0.63% | 0.6% | $3,070.8万 | 12.9万股 | $2,777.2万 | 13.3万股 | -4,504股-3.38% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.63% | 0.59% | $3,055.7万 | 12.4万股 | $2,744.3万 | 13.2万股 | -7,774股-5.89% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.62% | 0.15% | $3,039.4万 | 23.8万股 | $704.7万 | 6.4万股 | +17.4万股+270.16% | 加仓 |
| IiShares安硕信托IWD |
| 0.61% | 0.61% | $2,955.1万 | 12.2万股 | $2,791.6万 | 13.1万股 | -8,756股-6.70% | 减仓 |
 微软MSFT |
| 0.56% | 0.66% | $2,711.5万 | 7.3万股 | $3,048.0万 | 8.2万股 | -9,650股-11.72% | 减仓 |
| IiShares安硕信托ICF |
| 0.5% | 0.45% | $2,434.5万 | 36.0万股 | $2,065.4万 | 33.4万股 | +2.6万股+7.87% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.5% | $2,432.3万 | 6.9万股 | $2,322.8万 | 8.1万股 | -1.2万股-14.98% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.49% | 0.5% | $2,396.3万 | 32股 | $2,298.0万 | 32股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.48% | 0.45% | $2,361.9万 | 4.5万股 | $2,094.7万 | 4.5万股 | -11股-0.02% | 减仓 |
 英伟达NVDA |
| 0.46% | 0.42% | $2,259.5万 | 11.3万股 | $1,927.8万 | 11.1万股 | +2,386股+2.16% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.46% | 0.51% | $2,227.2万 | 11.7万股 | $2,359.1万 | 17.8万股 | -6.1万股-34.14% | 减仓 |
 谷歌AGOOGL |
| 0.46% | 0.43% | $2,222.3万 | 6.2万股 | $1,969.3万 | 6.8万股 | -6,300股-9.20% | 减仓 |
 摩根大通JPM |
| 0.44% | 0.5% | $2,161.1万 | 6.6万股 | $2,303.4万 | 7.8万股 | -1.2万股-15.69% | 减仓 |
| IiShares黄金信托IAU |
| 0.42% | 0.58% | $2,061.0万 | 27.3万股 | $2,667.8万 | 30.3万股 | -3.0万股-9.80% | 减仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.42% | 0.6% | $2,055.6万 | 36.6万股 | $2,784.7万 | 38.9万股 | -2.3万股-5.97% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.42% | 0.36% | $2,039.1万 | 5.2万股 | $1,648.7万 | 5.3万股 | -780股-1.48% | 减仓 |
 雷神技术RTX |
| 0.39% | 0.45% | $1,899.0万 | 10.0万股 | $2,057.7万 | 10.7万股 | -6,580股-6.17% | 减仓 |
| IiShares白银信托SLV |
| 0.37% | 0.52% | $1,786.2万 | 33.4万股 | $2,400.5万 | 35.2万股 | -1.8万股-5.17% | 减仓 |
