| S嘉信策略信托SCHD |
| 8.4% | 8.79% | $6,557.8万 | 206.8万股 | $6,321.3万 | 206.0万股 | +7,658股+0.37% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.21% | 5.85% | $4,844.8万 | 143.2万股 | $4,206.3万 | 144.4万股 | -1.2万股-0.85% | 减仓 |
| S嘉信策略信托SCHM |
| 5.95% | 5.46% | $4,642.2万 | 125.9万股 | $3,928.2万 | 126.9万股 | -9,738股-0.77% | 减仓 |
| S嘉信策略信托SCHF |
| 5.7% | 5.57% | $4,451.5万 | 160.7万股 | $4,006.8万 | 161.9万股 | -1.2万股-0.73% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.46% | 5.23% | $4,263.7万 | 122.5万股 | $3,759.0万 | 123.2万股 | -7,609股-0.62% | 减仓 |
| VVanEck Russia ETFBBH |
| 5.21% | 5.21% | $4,067.3万 | 39.1万股 | $3,742.2万 | 38.7万股 | +4,247股+1.10% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.42% | 4.53% | $3,445.7万 | 41.7万股 | $3,252.8万 | 39.3万股 | +2.4万股+6.06% | 加仓 |
| IiShares安硕信托AGG |
| 4.12% | 4.31% | $3,215.1万 | 32.5万股 | $3,094.8万 | 31.2万股 | +1.3万股+4.19% | 加仓 |
| IiShares安硕·COREIJR |
| 3.34% | 3.06% | $2,608.7万 | 17.6万股 | $2,196.1万 | 17.7万股 | -771股-0.44% | 减仓 |
| IiShares安硕信托IVV |
| 3.06% | 2.9% | $2,388.4万 | 3.2万股 | $2,083.3万 | 3.2万股 | 00.00% | 持仓不变 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 2.58% | 2.58% | $2,012.1万 | 38.4万股 | $1,853.5万 | 38.5万股 | -814股-0.21% | 减仓 |
| IiShares安硕信托IBDS |
| 2.44% | 2.6% | $1,907.9万 | 78.8万股 | $1,871.7万 | 77.2万股 | +1.6万股+2.02% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 2.44% | 2.68% | $1,904.1万 | 60.0万股 | $1,925.0万 | 60.8万股 | -7,953股-1.31% | 减仓 |
| IiShares安硕信托IBDT |
| 2.44% | 2.61% | $1,902.7万 | 75.4万股 | $1,873.6万 | 74.0万股 | +1.4万股+1.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.43% | 2.51% | $1,894.7万 | 3.8万股 | $1,801.0万 | 3.8万股 | +281股+0.75% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 2.36% | 2.52% | $1,838.9万 | 79.4万股 | $1,810.2万 | 77.8万股 | +1.6万股+2.03% | 加仓 |
| IiShares安硕信托TLH |
| 2.28% | 2.43% | $1,780.5万 | 17.7万股 | $1,749.6万 | 17.4万股 | +3,716股+2.14% | 加仓 |
 苹果AAPL |
| 1.63% | 1.55% | $1,274.0万 | 4.4万股 | $1,111.5万 | 4.4万股 | +235股+0.54% | 加仓 |
 英伟达NVDA |
| 1.52% | 1.46% | $1,189.1万 | 5.9万股 | $1,047.4万 | 6.0万股 | -629股-1.05% | 减仓 |
 亚马逊AMZN |
| 1.29% | 1.21% | $1,006.3万 | 4.2万股 | $869.3万 | 4.2万股 | +483股+1.16% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.15% | 1.17% | $898.7万 | 8.7万股 | $840.3万 | 8.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 1.13% | 1.26% | $878.0万 | 9.3万股 | $903.7万 | 9.5万股 | -1,847股-1.95% | 减仓 |
 微软MSFT |
| 0.97% | 1.04% | $753.7万 | 2.0万股 | $750.3万 | 2.0万股 | -62股-0.31% | 减仓 |
 汽车地带AZO |
| 0.84% | 0.96% | $653.9万 | 2,046股 | $691.1万 | 2,046股 | 00.00% | 持仓不变 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.82% | 0.8% | $637.6万 | 13.6万股 | $577.4万 | 13.6万股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.81% | 0.79% | $634.1万 | 1.2万股 | $568.3万 | 1.2万股 | -132股-1.08% | 减仓 |
| IiShares安硕信托IMCG |
| 0.71% | 0.63% | $553.0万 | 5.6万股 | $452.0万 | 5.7万股 | -1,121股-1.95% | 减仓 |
 沃尔玛WMT |
| 0.7% | 0.84% | $546.1万 | 4.8万股 | $603.8万 | 4.9万股 | -371股-0.76% | 减仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.55% | 0.44% | $425.4万 | 9.3万股 | $319.2万 | 8.1万股 | +1.2万股+15.02% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.52% | 0.6% | $405.7万 | 7,706股 | $433.0万 | 7,706股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.49% | 0.47% | $381.5万 | 1.2万股 | $340.9万 | 1.2万股 | +68股+0.59% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.48% | 0.5% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.46% | 0.51% | $357.1万 | 1.9万股 | $368.0万 | 1.9万股 | -252股-1.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.39% | $349.1万 | 9,881股 | $282.8万 | 9,859股 | +22股+0.22% | 加仓 |
 强生JNJ |
| 0.43% | 0.45% | $334.9万 | 1.3万股 | $320.7万 | 1.3万股 | +65股+0.50% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.43% | 0.41% | $332.4万 | 4.7万股 | $297.1万 | 4.6万股 | +283股+0.61% | 加仓 |
 埃克森美孚XOM |
| 0.42% | 0.57% | $331.3万 | 2.4万股 | $408.5万 | 2.4万股 | +153股+0.64% | 加仓 |
| I景顺QQQ信托VOO |
| 0.41% | 0.4% | $316.8万 | 4,302股 | $290.1万 | 5,025股 | -723股-14.39% | 减仓 |
 家得宝HD |
| 0.4% | 0.37% | $309.1万 | 8,764股 | $263.9万 | 8,025股 | +739股+9.21% | 加仓 |
 江森自控JCI |
| 0.38% | 0.37% | $299.8万 | 2.1万股 | $268.4万 | 2.1万股 | +20股+0.10% | 加仓 |
 宝洁PG |
| 0.37% | 0.4% | $291.7万 | 2.0万股 | $285.4万 | 2.0万股 | +130股+0.66% | 加仓 |
 罗克韦尔自动化ROK |
| 0.37% | 0.29% | $285.5万 | 5,767股 | $206.1万 | 5,744股 | +23股+0.40% | 加仓 |
| BBANK OF AMERBAC |
| 0.36% | 0.33% | $277.3万 | 4.9万股 | $237.3万 | 4.9万股 | +1股+0.00% | 加仓 |
| IISHARES BROADUSIG |
| 0.35% | 0.38% | $273.3万 | 5.3万股 | $273.0万 | 5.3万股 | 00.00% | 持仓不变 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 0.35% | 0.33% | $271.4万 | 5.4万股 | $240.8万 | 5.4万股 | -317股-0.58% | 减仓 |
 迪尔DE |
| 0.34% | 0.32% | $261.7万 | 4,125股 | $231.1万 | 4,103股 | +22股+0.54% | 加仓 |
 艾默生电气EMR |
| 0.33% | 0.33% | $255.8万 | 1.8万股 | $235.1万 | 1.8万股 | -73股-0.41% | 减仓 |
 联邦快递FDX |
| 0.32% | 0.39% | $247.8万 | 7,915股 | $281.9万 | 7,914股 | +1股+0.01% | 加仓 |
| G通用动力VTI |
| 0.3% | 0.25% | $230.5万 | 6,228股 | $177.1万 | 5,522股 | +706股+12.79% | 加仓 |
 TJXTJX |
| 0.28% | 0.31% | $215.6万 | 1.4万股 | $225.6万 | 1.4万股 | +103股+0.73% | 加仓 |
