| IiShares安硕信托AGG |
| 9.13% | 11.28% | $8,626.1万 | 87.2万股 | $9,088.3万 | 91.6万股 | -4.4万股-4.81% | 减仓 |
| S嘉信策略信托SCHF |
| 8.91% | 8.62% | $8,413.8万 | 303.7万股 | $6,946.2万 | 280.7万股 | +23.1万股+8.23% | 加仓 |
| V先锋领航指数基金VTV |
| 7.97% | 7.65% | $7,534.0万 | 34.6万股 | $6,166.0万 | 31.4万股 | +3.1万股+10.00% | 加仓 |
| SSPDR道富系列信托SPYG |
| 7.95% | 6.6% | $7,508.6万 | 63.1万股 | $5,316.6万 | 54.3万股 | +8.8万股+16.21% | 加仓 |
| S道富SPMD |
| 4.59% | 4.34% | $4,337.8万 | 64.2万股 | $3,495.9万 | 59.0万股 | +5.2万股+8.76% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.04% | 4% | $3,818.7万 | 17.9万股 | $3,220.6万 | 16.8万股 | +1.2万股+6.95% | 加仓 |
| S道富SPSM |
| 3.56% | 3.3% | $3,365.1万 | 58.4万股 | $2,655.6万 | 55.0万股 | +3.4万股+6.17% | 加仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 3% | 3.8% | $2,838.0万 | 26.7万股 | $3,058.9万 | 28.7万股 | -1.9万股-6.71% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.72% | 2.36% | $2,567.6万 | 7.3万股 | $1,897.8万 | 6.6万股 | +6,509股+9.84% | 加仓 |
| S道富SPYM |
| 2.71% | 1.66% | $2,563.1万 | 29.2万股 | $1,335.9万 | 17.5万股 | +11.7万股+67.11% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.8% | 1.59% | $1,701.5万 | 16.6万股 | $1,278.3万 | 16.3万股 | +3,813股+2.35% | 加仓 |
| IiShares安硕信托IVV |
| 1.72% | 1.93% | $1,624.0万 | 2.2万股 | $1,556.7万 | 2.4万股 | -2,147股-9.01% | 减仓 |
 苹果AAPL |
| 1.6% | 1.59% | $1,514.4万 | 5.2万股 | $1,279.0万 | 5.0万股 | +1,939股+3.85% | 加仓 |
| CCOHEN & STEERS ETF TRUSTCSSD |
| 1.57% | 1.77% | $1,480.8万 | 58.9万股 | $1,429.4万 | 57.2万股 | +1.7万股+2.90% | 加仓 |
 英伟达NVDA |
| 1.45% | 1.53% | $1,372.7万 | 6.9万股 | $1,231.8万 | 7.1万股 | -2,027股-2.87% | 减仓 |
| WWISDOMTREE TRXC |
| 1.28% | 1.37% | $1,212.5万 | 38.2万股 | $1,106.9万 | 35.5万股 | +2.8万股+7.81% | 加仓 |
 微软MSFT |
| 1.26% | 1.41% | $1,189.1万 | 3.2万股 | $1,136.3万 | 3.1万股 | +1,181股+3.85% | 加仓 |
| AAPI COM STKAPG |
| 1.1% | 0.09% | $1,044.0万 | 24.7万股 | $73.0万 | 1.8万股 | +22.8万股+1,267.90% | 加仓 |
 博通AVGO |
| 1.02% | 0.97% | $965.1万 | 2.6万股 | $782.7万 | 2.5万股 | +260股+1.03% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.96% | 0.22% | $910.3万 | 18.9万股 | $180.5万 | 3.9万股 | +15.1万股+389.95% | 加仓 |
 卡特彼勒CAT |
| 0.87% | 0.68% | $818.2万 | 7,683股 | $547.4万 | 7,726股 | -43股-0.56% | 减仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 0.86% | 1.1% | $810.0万 | 20.5万股 | $885.5万 | 19.2万股 | +1.3万股+6.78% | 加仓 |
 谷歌AGOOGL |
| 0.81% | 0.76% | $761.6万 | 2.1万股 | $609.8万 | 2.1万股 | +109股+0.51% | 加仓 |
 亚马逊AMZN |
| 0.79% | 0.78% | $745.1万 | 3.1万股 | $630.9万 | 3.0万股 | +968股+3.20% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.78% | 0.99% | $736.9万 | 14.6万股 | $795.8万 | 15.7万股 | -1.2万股-7.33% | 减仓 |
 高盛GS |
| 0.61% | 0.6% | $580.2万 | 5,736股 | $482.2万 | 5,700股 | +36股+0.63% | 加仓 |
| J摩根大通交易所交易基金JPRE |
| 0.6% | 0.55% | $562.5万 | 10.8万股 | $443.9万 | 9.2万股 | +1.5万股+16.74% | 加仓 |
 慧与HPEHPE |
| 0.6% | 0.4% | $562.3万 | 12.5万股 | $323.2万 | 13.6万股 | -1.1万股-8.18% | 减仓 |
 安费诺APH |
| 0.59% | 0.49% | $559.7万 | 3.2万股 | $397.2万 | 3.1万股 | +308股+0.98% | 加仓 |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG |
| 0.59% | 0.76% | $553.6万 | 5.7万股 | $613.1万 | 5.6万股 | +509股+0.91% | 加仓 |
| C花旗集团C |
| 0.57% | 0.54% | $540.0万 | 3.9万股 | $433.7万 | 3.8万股 | +340股+0.89% | 加仓 |
 艾伯维ABBV |
| 0.54% | 0.53% | $510.0万 | 2.0万股 | $426.2万 | 2.0万股 | +668股+3.41% | 加仓 |
 沃尔玛WMT |
| 0.53% | 0.68% | $501.1万 | 4.4万股 | $548.5万 | 4.4万股 | +115股+0.26% | 加仓 |
 强生JNJ |
| 0.51% | 0.57% | $486.1万 | 1.9万股 | $462.2万 | 1.9万股 | +232股+1.23% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.51% | 0.63% | $484.4万 | 30.5万股 | $510.1万 | 29.5万股 | +1.1万股+3.57% | 加仓 |
 TJXTJX |
| 0.48% | 0.59% | $457.1万 | 3.0万股 | $478.5万 | 3.0万股 | +211股+0.70% | 加仓 |
 江森自控JCI |
| 0.48% | 0.5% | $453.4万 | 3.1万股 | $401.2万 | 3.1万股 | +395股+1.29% | 加仓 |
 Meta平台META |
| 0.47% | 0.54% | $442.9万 | 7,863股 | $438.2万 | 7,660股 | +203股+2.65% | 加仓 |
 自由港麦克莫兰FCX |
| 0.46% | 0.48% | $437.8万 | 7.0万股 | $389.3万 | 6.6万股 | +3,387股+5.11% | 加仓 |
 康明斯CMI |
| 0.46% | 0.39% | $436.3万 | 6,118股 | $317.1万 | 5,894股 | +224股+3.80% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.51% | $412.8万 | 8,250股 | $410.9万 | 8,575股 | -325股-3.79% | 减仓 |
| IIBMIBM |
| 0.43% | 0.42% | $401.8万 | 1.4万股 | $341.2万 | 1.4万股 | +212股+1.51% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.41% | 0.45% | $387.5万 | 4.7万股 | $361.5万 | 4.5万股 | +1,473股+3.24% | 加仓 |
 思科CSCO |
| 0.41% | 0.35% | $387.1万 | 3.3万股 | $280.0万 | 3.6万股 | -3,141股-8.70% | 减仓 |
 派克汉尼汾PH |
| 0.41% | 0.46% | $384.3万 | 3,929股 | $368.5万 | 4,116股 | -187股-4.54% | 减仓 |
 NETFLIXNFLX |
| 0.4% | 0.29% | $373.6万 | 5.2万股 | $229.9万 | 2.4万股 | +2.8万股+118.87% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.34% | 0.3% | $324.3万 | 2.6万股 | $242.0万 | 5,675股 | +2.0万股+360.18% | 加仓 |
 固安捷GWW |
| 0.34% | 0.3% | $318.6万 | 2,342股 | $243.7万 | 2,234股 | +108股+4.83% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.35% | $314.0万 | 4,204股 | $282.9万 | 4,350股 | -146股-3.36% | 减仓 |
 阿斯利康AZN |
| 0.33% | 0.41% | $311.5万 | 1.6万股 | $326.5万 | 1.7万股 | -125股-0.76% | 减仓 |
