| IiShares安硕信托IVV |
| 5.11% | 4.85% | $1.12亿 | 15.0万股 | $9,366.6万 | 14.3万股 | +6,126股+4.27% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 2.2% | 2.47% | $4,827.4万 | 93.4万股 | $4,781.2万 | 106.0万股 | -12.6万股-11.87% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.98% | 2.12% | $4,326.2万 | 116.1万股 | $4,090.0万 | 115.1万股 | +9,942股+0.86% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.9% | 2.1% | $4,152.2万 | 82.1万股 | $4,058.7万 | 80.2万股 | +1.9万股+2.38% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.8% | 1.7% | $3,950.9万 | 114.1万股 | $3,278.2万 | 111.2万股 | +3.0万股+2.66% | 加仓 |
 苹果AAPL |
| 1.72% | 1.55% | $3,771.0万 | 13.0万股 | $2,995.7万 | 11.8万股 | +1.2万股+10.41% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.64% | 1.64% | $3,583.1万 | 50.3万股 | $3,166.7万 | 49.4万股 | +8,718股+1.76% | 加仓 |
| V先锋领航指数基金VUG |
| 1.56% | 1.33% | $3,404.9万 | 39.5万股 | $2,562.9万 | 5.9万股 | +33.7万股+573.65% | 加仓 |
| IiShares安硕信托AGG |
| 1.55% | 1.74% | $3,389.7万 | 34.2万股 | $3,357.1万 | 33.8万股 | +4,281股+1.27% | 加仓 |
| IiShares安硕·COREIJH |
| 1.52% | 1.33% | $3,335.5万 | 43.3万股 | $2,574.7万 | 38.1万股 | +5.1万股+13.45% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.49% | 1.41% | $3,251.8万 | 73.3万股 | $2,727.4万 | 70.2万股 | +3.1万股+4.45% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.45% | 1.36% | $3,185.3万 | 62.5万股 | $2,618.0万 | 56.4万股 | +6.1万股+10.80% | 加仓 |
| G通用动力VTI |
| 1.39% | 1.35% | $3,048.6万 | 8.2万股 | $2,609.7万 | 8.1万股 | +1,040股+1.28% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.3% | 1.23% | $2,848.7万 | 70.1万股 | $2,378.4万 | 68.8万股 | +1.3万股+1.83% | 加仓 |
| S嘉信策略信托SCHD |
| 1.23% | 1.28% | $2,698.5万 | 85.1万股 | $2,473.5万 | 80.6万股 | +4.5万股+5.55% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.19% | 1.18% | $2,616.5万 | 43.8万股 | $2,276.0万 | 42.1万股 | +1.7万股+4.10% | 加仓 |
 英伟达NVDA |
| 1.19% | 1.18% | $2,606.1万 | 13.0万股 | $2,283.7万 | 13.1万股 | -698股-0.53% | 减仓 |
| AANFIELD UNIVERSAL FIXED INCOME ETFAFIF |
| 1.17% | 1.13% | $2,554.3万 | 271.6万股 | $2,176.3万 | 233.6万股 | +38.0万股+16.25% | 加仓 |
| IiShares安硕信托IDEV |
| 1.13% | 1.12% | $2,466.0万 | 27.7万股 | $2,164.5万 | 25.9万股 | +1.8万股+6.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.07% | 1.01% | $2,335.5万 | 3.1万股 | $1,955.1万 | 3.0万股 | +1,212股+4.03% | 加仓 |
| S道富SPYM |
| 1.06% | 0.98% | $2,324.8万 | 26.5万股 | $1,901.7万 | 24.8万股 | +1.6万股+6.48% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.05% | 0.98% | $2,295.9万 | 48.6万股 | $1,894.2万 | 47.1万股 | +1.5万股+3.20% | 加仓 |
 微软MSFT |
| 1.03% | 1.19% | $2,266.2万 | 6.1万股 | $2,302.5万 | 6.2万股 | -1,447股-2.33% | 减仓 |
| IiShares安硕信托SHV |
| 1.02% | 0.99% | $2,226.9万 | 20.2万股 | $1,904.5万 | 17.3万股 | +2.9万股+16.97% | 加仓 |
| V先锋领航·MIDVO |
| 1.01% | 0.93% | $2,211.9万 | 27.5万股 | $1,802.2万 | 6.3万股 | +21.2万股+337.46% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.01% | 1% | $2,209.8万 | 14.0万股 | $1,927.6万 | 13.0万股 | +9,680股+7.44% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.01% | 0.83% | $2,200.8万 | 16.0万股 | $1,611.0万 | 14.0万股 | +2.0万股+14.06% | 加仓 |
| V先锋领航指数基金VOO |
| 1% | 0.96% | $2,189.8万 | 3.2万股 | $1,861.9万 | 3.1万股 | +726股+2.33% | 加仓 |
| SSPDR黄金信托GLD |
| 0.99% | 1.34% | $2,166.9万 | 5.9万股 | $2,597.8万 | 6.0万股 | -1,552股-2.57% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.96% | 0.95% | $2,100.9万 | 25.5万股 | $1,837.0万 | 25.8万股 | -3,103股-1.20% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.93% | 0.98% | $2,046.1万 | 84.8万股 | $1,893.4万 | 78.0万股 | +6.7万股+8.64% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.91% | 0.92% | $1,984.3万 | 75.8万股 | $1,781.8万 | 67.9万股 | +7.9万股+11.71% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.88% | 0.36% | $1,918.7万 | 35.9万股 | $702.1万 | 13.1万股 | +22.8万股+174.67% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.87% | 0.77% | $1,907.5万 | 20.7万股 | $1,486.0万 | 16.1万股 | +4.6万股+28.46% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.68% | $1,771.6万 | 2.4万股 | $1,323.1万 | 2.3万股 | +1,134股+4.95% | 加仓 |
| IiShares安硕信托IDV |
| 0.8% | 0.92% | $1,745.4万 | 42.1万股 | $1,783.6万 | 41.9万股 | +2,205股+0.53% | 加仓 |
| PPGIM AAAPAAA |
| 0.79% | 0.81% | $1,733.0万 | 33.8万股 | $1,556.2万 | 30.4万股 | +3.4万股+11.16% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.75% | 0.94% | $1,651.3万 | 29.2万股 | $1,825.1万 | 32.2万股 | -3.0万股-9.20% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.66% | 0.42% | $1,447.2万 | 2.3万股 | $818.5万 | 2.5万股 | -2,318股-9.31% | 减仓 |
| C资本集团股息价值CCBG |
| 0.65% | 0.62% | $1,415.9万 | 28.7万股 | $1,193.5万 | 28.1万股 | +6,762股+2.41% | 加仓 |
 亚马逊AMZN |
| 0.64% | 0.63% | $1,403.0万 | 5.9万股 | $1,208.3万 | 5.8万股 | +849股+1.46% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.64% | 0.64% | $1,400.4万 | 13.5万股 | $1,241.0万 | 12.8万股 | +7,049股+5.52% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.62% | 0.61% | $1,354.3万 | 34.9万股 | $1,181.0万 | 33.7万股 | +1.2万股+3.59% | 加仓 |
| V先锋领航指数基金VB |
| 0.6% | 0.54% | $1,305.7万 | 4.3万股 | $1,035.8万 | 4.0万股 | +3,531股+8.93% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.58% | 0.65% | $1,274.1万 | 15.5万股 | $1,259.0万 | 15.2万股 | +2,690股+1.76% | 加仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 0.55% | 0.53% | $1,206.7万 | 36.8万股 | $1,019.0万 | 34.2万股 | +2.6万股+7.56% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.49% | 0.45% | $1,077.3万 | 10.1万股 | $878.4万 | 7.9万股 | +2.1万股+26.91% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.47% | 0.43% | $1,030.5万 | 27.1万股 | $831.7万 | 24.2万股 | +3.0万股+12.31% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.47% | 0.48% | $1,023.9万 | 24.5万股 | $926.1万 | 25.2万股 | -6,561股-2.60% | 减仓 |
 台积电TSM |
| 0.44% | 0.36% | $966.7万 | 2.0万股 | $700.2万 | 2.1万股 | -476股-2.30% | 减仓 |
