| IiShares安硕信托IVV |
| 14.5% | 14.03% | $5.24亿 | 70.0万股 | $4.43亿 | 67.9万股 | +2.1万股+3.16% | 加仓 |
| IiShares安硕信托IEFA |
| 4.81% | 4.95% | $1.74亿 | 180.3万股 | $1.56亿 | 172.7万股 | +7.6万股+4.39% | 加仓 |
| IiShares安硕·COREIJH |
| 3.22% | 3.12% | $1.16亿 | 151.1万股 | $9,868.1万 | 146.1万股 | +4.9万股+3.37% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.02% | 2.63% | $1.09亿 | 106.8万股 | $8,325.3万 | 105.8万股 | +9,590股+0.91% | 加仓 |
 英伟达NVDA |
| 2.81% | 2.68% | $1.02亿 | 50.8万股 | $8,464.9万 | 48.5万股 | +2.3万股+4.72% | 加仓 |
| IISHARES BROADUSIG |
| 2.49% | 2.74% | $9,013.1万 | 175.7万股 | $8,668.8万 | 169.2万股 | +6.5万股+3.85% | 加仓 |
| S道富SPYM |
| 2.37% | 2.54% | $8,552.3万 | 97.3万股 | $8,039.2万 | 105.0万股 | -7.7万股-7.35% | 减仓 |
| J摩根大通交易所交易基金JVAL |
| 1.98% | 1.83% | $7,141.9万 | 121.8万股 | $5,786.6万 | 118.4万股 | +3.4万股+2.84% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 1.96% | 1.84% | $7,088.2万 | 98.1万股 | $5,826.8万 | 95.0万股 | +3.0万股+3.20% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.71% | 1.67% | $6,182.5万 | 49.8万股 | $5,289.4万 | 12.4万股 | +37.4万股+301.39% | 加仓 |
 苹果AAPL |
| 1.69% | 1.65% | $6,103.2万 | 21.1万股 | $5,200.3万 | 20.5万股 | +6,016股+2.94% | 加仓 |
| S嘉信策略信托SCHR |
| 1.67% | 1.88% | $6,042.6万 | 245.0万股 | $5,931.1万 | 238.1万股 | +6.9万股+2.91% | 加仓 |
| IiShares安硕信托IUSB |
| 1.46% | 1.61% | $5,290.8万 | 114.6万股 | $5,079.6万 | 110.0万股 | +4.7万股+4.25% | 加仓 |
| NNOBLENE |
| 1.4% | 2.02% | $5,067.6万 | 135.9万股 | $6,387.3万 | 130.2万股 | +5.7万股+4.37% | 加仓 |
 iShares安硕·MBSACGL |
| 1.17% | 2.42% | $4,242.5万 | 44.9万股 | $7,636.4万 | 80.4万股 | -35.5万股-44.19% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.13% | 1.15% | $4,098.9万 | 57.5万股 | $3,634.5万 | 56.7万股 | +8,110股+1.43% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.12% | 1.11% | $4,048.2万 | 80.0万股 | $3,520.8万 | 70.6万股 | +9.5万股+13.41% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 1.06% | 1.21% | $3,831.2万 | 148.4万股 | $3,815.2万 | 149.7万股 | -1.4万股-0.90% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.05% | 1.15% | $3,782.0万 | 80.6万股 | $3,634.6万 | 77.2万股 | +3.4万股+4.37% | 加仓 |
| V先锋领航指数基金VOO |
| 1.03% | 1.03% | $3,722.7万 | 5.4万股 | $3,246.4万 | 5.4万股 | -126股-0.23% | 减仓 |
| PPIMCO太平洋投资管理ETFPMBS |
| 1% | — | $3,632.3万 | 73.6万股 | $0 | 0股 | +73.6万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.98% | 0.98% | $3,559.5万 | 4.8万股 | $3,105.5万 | 4.8万股 | -87股-0.18% | 减仓 |
| S嘉信策略信托SCHF |
| 0.97% | 0.99% | $3,519.9万 | 127.1万股 | $3,123.1万 | 126.2万股 | +8,876股+0.70% | 加仓 |
 埃克森美孚XOM |
| 0.9% | 1.26% | $3,247.4万 | 23.8万股 | $3,985.1万 | 23.5万股 | +2,633股+1.12% | 加仓 |
 微软MSFT |
| 0.74% | 0.8% | $2,670.1万 | 7.2万股 | $2,538.9万 | 6.9万股 | +2,993股+4.36% | 加仓 |
| IiShares安硕·COREIJR |
| 0.73% | 0.69% | $2,652.8万 | 17.9万股 | $2,173.9万 | 17.5万股 | +3,988股+2.28% | 加仓 |
| F富达Covington信托FENI |
| 0.71% | 0.73% | $2,582.6万 | 64.4万股 | $2,322.0万 | 62.4万股 | +1.9万股+3.10% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.71% | 0.75% | $2,553.2万 | 50.4万股 | $2,382.9万 | 47.7万股 | +2.7万股+5.74% | 加仓 |
| I景顺交易所交易基金IISPHD |
| 0.67% | 0.74% | $2,427.4万 | 47.7万股 | $2,326.5万 | 46.9万股 | +8,500股+1.81% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.67% | $2,420.4万 | 10.2万股 | $2,105.7万 | 10.1万股 | +451股+0.45% | 加仓 |
 博通AVGO |
| 0.67% | 0.59% | $2,420.0万 | 6.4万股 | $1,864.8万 | 6.0万股 | +3,814股+6.33% | 加仓 |
| IiShares安硕信托VLUE |
| 0.62% | 0.29% | $2,250.9万 | 11.3万股 | $925.5万 | 6.5万股 | +4.8万股+73.07% | 加仓 |
| IiShares安硕信托IGIB |
| 0.61% | 0.68% | $2,202.4万 | 41.4万股 | $2,159.6万 | 40.6万股 | +8,426股+2.08% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.5% | $2,114.9万 | 5.9万股 | $1,594.5万 | 5.5万股 | +3,731股+6.73% | 加仓 |
 泛林集团LRCX |
| 0.55% | 0.31% | $1,989.3万 | 4.6万股 | $978.8万 | 4.6万股 | +96股+0.21% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.52% | 0.52% | $1,891.2万 | 17.1万股 | $1,657.2万 | 17.0万股 | +988股+0.58% | 加仓 |
| IiShares安硕IEMG |
| 0.48% | 0.45% | $1,718.0万 | 20.7万股 | $1,429.6万 | 20.5万股 | +2,429股+1.19% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.47% | 0.45% | $1,683.0万 | 16.2万股 | $1,435.3万 | 14.8万股 | +1.4万股+9.63% | 加仓 |
| V先锋领航·MIDVO |
| 0.45% | 0.43% | $1,633.9万 | 20.3万股 | $1,354.2万 | 4.7万股 | +15.6万股+330.05% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.44% | 0.49% | $1,574.6万 | 65.2万股 | $1,548.0万 | 63.8万股 | +1.4万股+2.26% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.41% | 0.34% | $1,499.0万 | 9.3万股 | $1,087.6万 | 9.7万股 | -4,214股-4.34% | 减仓 |
| IiShares安硕信托IWD |
| 0.4% | 0.38% | $1,447.8万 | 6.0万股 | $1,192.7万 | 5.6万股 | +3,903股+6.99% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.4% | 0.44% | $1,429.9万 | 80.0万股 | $1,392.1万 | 78.4万股 | +1.5万股+1.97% | 加仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.4% | 0.43% | $1,428.6万 | 30.4万股 | $1,354.6万 | 29.2万股 | +1.2万股+4.21% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.38% | $1,349.0万 | 4.1万股 | $1,190.1万 | 4.0万股 | +754股+1.86% | 加仓 |
| WWisdomTree信托DGRW |
| 0.37% | 0.38% | $1,336.3万 | 14.0万股 | $1,188.1万 | 13.5万股 | +4,492股+3.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.33% | $1,335.8万 | 3.8万股 | $1,052.8万 | 3.7万股 | +1,105股+3.01% | 加仓 |
| RRBB FDTBIL |
| 0.36% | 0.45% | $1,317.7万 | 26.4万股 | $1,424.9万 | 28.6万股 | -2.1万股-7.52% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.36% | 0.38% | $1,296.7万 | 22.9万股 | $1,214.7万 | 23.1万股 | -1,781股-0.77% | 减仓 |
 雪佛龙CVX |
| 0.35% | 0.47% | $1,283.5万 | 7.7万股 | $1,496.0万 | 7.2万股 | +5,129股+7.09% | 加仓 |
