| G通用动力VTI |
| 17.32% | 17.23% | $30.90亿 | 875.9万股 | $26.63亿 | 872.6万股 | +3.3万股+0.37% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 7.69% | 7.94% | $13.72亿 | 585.8万股 | $12.27亿 | 576.4万股 | +9.4万股+1.63% | 加仓 |
| A美国世纪ETF信托AVUS |
| 4.33% | 4.13% | $7.72亿 | 602.6万股 | $6.39亿 | 574.5万股 | +28.2万股+4.90% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 4.1% | 4.38% | $7.31亿 | 1,563.0万股 | $6.76亿 | 1,442.2万股 | +120.7万股+8.37% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.97% | 4% | $7.08亿 | 836.4万股 | $6.18亿 | 806.3万股 | +30.1万股+3.73% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.84% | 3.11% | $5.07亿 | 1,006.5万股 | $4.81亿 | 955.1万股 | +51.4万股+5.39% | 加仓 |
 苹果AAPL |
| 2.62% | 2.65% | $4.67亿 | 161.3万股 | $4.09亿 | 161.1万股 | +1,323股+0.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.98% | 1.97% | $3.53亿 | 47.3万股 | $3.05亿 | 46.9万股 | +4,201股+0.90% | 加仓 |
| IiShares安硕信托IVW |
| 1.7% | 1.64% | $3.03亿 | 220.1万股 | $2.53亿 | 223.7万股 | -3.6万股-1.61% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.63% | 1.63% | $2.91亿 | 244.5万股 | $2.51亿 | 276.7万股 | -32.2万股-11.63% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 1.52% | 1.38% | $2.71亿 | 670.1万股 | $2.14亿 | 590.5万股 | +79.6万股+13.48% | 加仓 |
 家得宝HD |
| 1.34% | 1.45% | $2.40亿 | 68.0万股 | $2.24亿 | 68.0万股 | +601股+0.09% | 加仓 |
 英伟达NVDA |
| 1.3% | 1.27% | $2.32亿 | 116.1万股 | $1.96亿 | 112.5万股 | +3.5万股+3.14% | 加仓 |
 微软MSFT |
| 1.16% | 1.3% | $2.06亿 | 55.3万股 | $2.00亿 | 54.1万股 | +1.2万股+2.26% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.07% | 1.07% | $1.90亿 | 657.1万股 | $1.66亿 | 659.5万股 | -2.4万股-0.37% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.04% | 1.01% | $1.85亿 | 130.5万股 | $1.56亿 | 124.8万股 | +5.7万股+4.56% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.93% | 0.84% | $1.67亿 | 326.8万股 | $1.30亿 | 255.2万股 | +71.6万股+28.07% | 加仓 |
| IiShares安硕信托IVV |
| 0.93% | 0.95% | $1.65亿 | 22.1万股 | $1.47亿 | 22.4万股 | -3,944股-1.76% | 减仓 |
| IiShares安硕信托ITOT |
| 0.92% | 0.92% | $1.64亿 | 99.9万股 | $1.43亿 | 100.2万股 | -3,791股-0.38% | 减仓 |
 谷歌AGOOGL |
| 0.9% | 0.85% | $1.61亿 | 44.9万股 | $1.31亿 | 45.5万股 | -5,953股-1.31% | 减仓 |
 亚马逊AMZN |
| 0.88% | 0.87% | $1.57亿 | 65.8万股 | $1.35亿 | 64.7万股 | +1.2万股+1.82% | 加仓 |
 AVANTIS INTLNGG |
| 0.85% | 0.91% | $1.51亿 | 169.3万股 | $1.41亿 | 166.5万股 | +2.8万股+1.70% | 加仓 |
| V先锋领航指数基金VOO |
| 0.82% | 0.76% | $1.46亿 | 21.3万股 | $1.18亿 | 19.7万股 | +1.6万股+8.27% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.64% | $1.27亿 | 35.8万股 | $9,927.6万 | 34.6万股 | +1.2万股+3.47% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.66% | 0.71% | $1.19亿 | 259.5万股 | $1.10亿 | 255.5万股 | +4.0万股+1.58% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.6% | 0.55% | $1.07亿 | 110.8万股 | $8,545.8万 | 106.1万股 | +4.8万股+4.50% | 加仓 |
 博通AVGO |
| 0.57% | 0.53% | $1.03亿 | 27.2万股 | $8,255.5万 | 26.7万股 | +4,815股+1.81% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.57% | 0.59% | $1.02亿 | 90.1万股 | $9,104.4万 | 101.0万股 | -10.9万股-10.82% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.53% | 0.5% | $9,542.6万 | 113.9万股 | $7,680.2万 | 102.3万股 | +11.7万股+11.42% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.52% | 0.47% | $9,297.1万 | 222.8万股 | $7,306.9万 | 198.8万股 | +24.0万股+12.08% | 加仓 |
| S嘉信·USSCHX |
| 0.52% | 0.51% | $9,259.4万 | 314.6万股 | $7,864.6万 | 306.7万股 | +7.9万股+2.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.55% | $9,035.3万 | 18.1万股 | $8,536.7万 | 17.8万股 | +2,421股+1.36% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.5% | $8,680.4万 | 26.5万股 | $7,761.0万 | 26.4万股 | +1,353股+0.51% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.45% | 0.46% | $8,079.4万 | 182.1万股 | $7,117.6万 | 183.2万股 | -1.0万股-0.56% | 减仓 |
 礼来LLY |
| 0.43% | 0.38% | $7,730.7万 | 6.4万股 | $5,797.2万 | 6.3万股 | +1,424股+2.26% | 加仓 |
 强生JNJ |
| 0.43% | 0.48% | $7,637.2万 | 30.1万股 | $7,412.2万 | 30.3万股 | -2,520股-0.83% | 减仓 |
| I景顺QQQ信托VOO |
| 0.4% | 0.36% | $7,172.0万 | 9.7万股 | $5,610.8万 | 9.7万股 | +183股+0.19% | 加仓 |
 VisaV |
| 0.38% | 0.38% | $6,763.4万 | 19.7万股 | $5,873.5万 | 19.4万股 | +2,801股+1.44% | 加仓 |
 Meta平台META |
| 0.37% | 0.37% | $6,679.3万 | 11.9万股 | $5,759.3万 | 10.1万股 | +1.8万股+17.79% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.36% | 0.37% | $6,462.0万 | 125.0万股 | $5,769.8万 | 127.9万股 | -2.9万股-2.24% | 减仓 |
| IiShares安硕信托IWD |
| 0.33% | 0.33% | $5,925.4万 | 24.4万股 | $5,049.3万 | 23.6万股 | +8,104股+3.43% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.33% | 0.33% | $5,833.6万 | 172.4万股 | $5,062.4万 | 173.8万股 | -1.4万股-0.80% | 减仓 |
| S嘉信策略信托SCHD |
| 0.32% | 0.33% | $5,646.2万 | 178.1万股 | $5,041.2万 | 164.3万股 | +13.7万股+8.36% | 加仓 |
 可口可乐KO |
| 0.31% | 0.31% | $5,619.4万 | 69.1万股 | $4,784.4万 | 62.9万股 | +6.2万股+9.91% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.3% | 0.29% | $5,381.0万 | 43.3万股 | $4,522.2万 | 10.6万股 | +32.7万股+308.61% | 加仓 |
 特斯拉TSLA |
| 0.29% | 0.28% | $5,178.8万 | 12.3万股 | $4,358.6万 | 11.7万股 | +5,883股+5.02% | 加仓 |
 雅保ALB |
| 0.29% | 0.47% | $5,166.4万 | 38.3万股 | $7,245.1万 | 40.4万股 | -2.1万股-5.19% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.28% | 0.28% | $4,907.4万 | 23.1万股 | $4,384.5万 | 22.8万股 | +2,187股+0.96% | 加仓 |
 思科CSCO |
| 0.27% | 0.21% | $4,866.2万 | 41.4万股 | $3,277.2万 | 42.2万股 | -8,084股-1.91% | 减仓 |
 美光科技MU |
| 0.27% | 0.09% | $4,852.2万 | 4.2万股 | $1,355.3万 | 4.0万股 | +1,919股+4.78% | 加仓 |
