| IiShares安硕信托IVV |
| 6.36% | 5.46% | $11.54亿 | 154.1万股 | $8.88亿 | 136.0万股 | +18.2万股+13.35% | 加仓 |
| V先锋领航指数基金VOO |
| 6.08% | 5.91% | $11.03亿 | 160.7万股 | $9.62亿 | 160.9万股 | -1,917股-0.12% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.21% | 3.22% | $5.82亿 | 77.9万股 | $5.24亿 | 80.5万股 | -2.6万股-3.25% | 减仓 |
 苹果AAPL |
| 2.82% | 2.78% | $5.12亿 | 176.9万股 | $4.51亿 | 177.9万股 | -9,719股-0.55% | 减仓 |
| IiShares安硕信托IEFA |
| 2.68% | 2.81% | $4.86亿 | 502.9万股 | $4.57亿 | 506.2万股 | -3.3万股-0.64% | 减仓 |
 英伟达NVDA |
| 2.43% | 2.31% | $4.41亿 | 220.6万股 | $3.75亿 | 215.2万股 | +5.4万股+2.50% | 加仓 |
| RREPLIGENRGEN |
| 2.1% | 2.01% | $3.81亿 | 279.1万股 | $3.27亿 | 277.4万股 | +1.7万股+0.60% | 加仓 |
| V先锋领航指数基金VTV |
| 1.7% | 1.73% | $3.08亿 | 141.5万股 | $2.81亿 | 143.4万股 | -1.9万股-1.34% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.69% | 1.75% | $3.06亿 | 399.5万股 | $2.85亿 | 369.7万股 | +29.8万股+8.06% | 加仓 |
 微软MSFT |
| 1.61% | 1.77% | $2.91亿 | 78.1万股 | $2.87亿 | 77.7万股 | +4,699股+0.61% | 加仓 |
| V先锋领航指数基金VUG |
| 1.55% | 1.49% | $2.81亿 | 326.1万股 | $2.42亿 | 55.5万股 | +270.7万股+488.08% | 加仓 |
 谷歌AGOOGL |
| 1.48% | 1.4% | $2.69亿 | 75.2万股 | $2.27亿 | 79.1万股 | -3.9万股-4.91% | 减仓 |
| IiShares安硕IEMG |
| 1.38% | 1.55% | $2.50亿 | 301.2万股 | $2.52亿 | 361.0万股 | -59.7万股-16.55% | 减仓 |
| IiShares安硕信托IUSB |
| 1.3% | 1.17% | $2.37亿 | 513.3万股 | $1.89亿 | 410.1万股 | +103.2万股+25.16% | 加仓 |
| IiShares安硕信托GJS |
| 1.27% | 1.4% | $2.31亿 | 1,013.1万股 | $2.27亿 | 993.3万股 | +19.8万股+1.99% | 加仓 |
| I景顺QQQ信托VOO |
| 0.98% | 0.86% | $1.79亿 | 24.2万股 | $1.39亿 | 24.1万股 | +1,441股+0.60% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.9% | $1.77亿 | 50.1万股 | $1.46亿 | 50.9万股 | -7,972股-1.57% | 减仓 |
| IiShares安硕·COREIJR |
| 0.91% | 0.89% | $1.66亿 | 112.0万股 | $1.45亿 | 116.7万股 | -4.7万股-4.03% | 减仓 |
 亚马逊AMZN |
| 0.89% | 0.86% | $1.62亿 | 67.8万股 | $1.40亿 | 67.0万股 | +7,356股+1.10% | 加仓 |
| SSOUNDWATCH HEDGED EQUITY ETFSHDG |
| 0.86% | 0.94% | $1.56亿 | 479.0万股 | $1.52亿 | 495.7万股 | -16.8万股-3.38% | 减仓 |
| IiShares安硕信托IVW |
| 0.85% | 0.77% | $1.55亿 | 112.4万股 | $1.25亿 | 110.6万股 | +1.8万股+1.66% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.81% | 0.88% | $1.47亿 | 312.6万股 | $1.42亿 | 334.4万股 | -21.8万股-6.52% | 减仓 |
 iShares安硕·MBSACGL |
| 0.79% | 0.83% | $1.43亿 | 150.9万股 | $1.35亿 | 142.3万股 | +8.7万股+6.10% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.78% | 0.93% | $1.42亿 | 182.3万股 | $1.51亿 | 192.3万股 | -10.0万股-5.18% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.75% | 0.74% | $1.37亿 | 516.2万股 | $1.20亿 | 459.1万股 | +57.0万股+12.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.79% | $1.33亿 | 26.6万股 | $1.28亿 | 26.8万股 | -1,900股-0.71% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.71% | 0.86% | $1.28亿 | 56.5万股 | $1.40亿 | 66.1万股 | -9.5万股-14.41% | 减仓 |
| B贝莱德ETF信托DYNF |
| 0.69% | 0.63% | $1.24亿 | 182.9万股 | $1.02亿 | 175.3万股 | +7.6万股+4.35% | 加仓 |
 摩根大通JPM |
| 0.67% | 0.67% | $1.22亿 | 37.4万股 | $1.09亿 | 37.1万股 | +3,062股+0.83% | 加仓 |
| DDBX ETF信托DBEF |
| 0.66% | 0.7% | $1.20亿 | 219.5万股 | $1.13亿 | 229.3万股 | -9.8万股-4.27% | 减仓 |
| S道富SPMD |
| 0.55% | 0.52% | $1.01亿 | 149.2万股 | $8,485.3万 | 143.4万股 | +5.8万股+4.06% | 加仓 |
| IiShares安硕信托IGIB |
| 0.55% | 0.61% | $9,988.5万 | 188.0万股 | $9,912.5万 | 186.5万股 | +1.4万股+0.75% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.54% | 0.52% | $9,813.0万 | 289.8万股 | $8,468.5万 | 290.7万股 | -9,011股-0.31% | 减仓 |
 博通AVGO |
| 0.54% | 0.44% | $9,728.1万 | 25.8万股 | $7,220.2万 | 23.3万股 | +2.4万股+10.39% | 加仓 |
 VisaV |
| 0.53% | 0.52% | $9,711.1万 | 28.3万股 | $8,460.1万 | 28.0万股 | +3,133股+1.12% | 加仓 |
| GGOLDMAN SACHS ETF TRUST CORE BD ETFGBND |
| 0.53% | 0.54% | $9,634.9万 | 190.8万股 | $8,749.2万 | 173.2万股 | +17.5万股+10.12% | 加仓 |
 阿斯麦ASML |
| 0.51% | 0.39% | $9,305.2万 | 4.7万股 | $6,288.3万 | 4.8万股 | -835股-1.75% | 减仓 |
 礼来LLY |
| 0.51% | 0.35% | $9,186.9万 | 7.7万股 | $5,766.0万 | 6.3万股 | +1.4万股+22.18% | 加仓 |
 Meta平台META |
| 0.49% | 0.55% | $8,931.7万 | 15.9万股 | $8,992.0万 | 15.7万股 | +1,395股+0.89% | 加仓 |
 强生JNJ |
| 0.48% | 0.55% | $8,775.2万 | 34.6万股 | $8,954.4万 | 36.6万股 | -2.1万股-5.68% | 减仓 |
 思科CSCO |
| 0.48% | 0.36% | $8,750.9万 | 74.5万股 | $5,912.6万 | 76.2万股 | -1.7万股-2.23% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.46% | 0.73% | $8,277.2万 | 37.7万股 | $1.19亿 | 61.9万股 | -24.3万股-39.21% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.44% | 0.36% | $8,056.7万 | 31.9万股 | $5,796.7万 | 31.9万股 | -272股-0.09% | 减仓 |
| IiShares安硕信托AGG |
| 0.44% | 0.48% | $8,025.0万 | 81.1万股 | $7,812.1万 | 78.7万股 | +2.4万股+3.08% | 加仓 |
 好市多COST |
| 0.41% | 0.49% | $7,459.6万 | 8.0万股 | $8,038.9万 | 8.1万股 | -936股-1.16% | 减仓 |
| IiShares安硕信托GVI |
| 0.39% | 0.4% | $7,042.1万 | 65.5万股 | $6,507.3万 | 61.4万股 | +4.1万股+6.74% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.37% | 0.31% | $6,716.3万 | 127.5万股 | $4,970.5万 | 151.6万股 | -24.1万股-15.90% | 减仓 |
| IiShares安硕信托EFG |
| 0.36% | 0.34% | $6,591.6万 | 53.1万股 | $5,464.2万 | 49.0万股 | +4.0万股+8.20% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.36% | 0.42% | $6,506.0万 | 135.7万股 | $6,792.9万 | 142.0万股 | -6.2万股-4.39% | 减仓 |
| S嘉信策略信托SCHF |
| 0.36% | 0.36% | $6,444.4万 | 233.9万股 | $5,894.4万 | 238.2万股 | -4.2万股-1.78% | 减仓 |
