| S道富SPYM |
| 9.43% | 8.45% | $1.09亿 | 124.2万股 | $8,866.9万 | 115.8万股 | +8.3万股+7.18% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.02% | 7.14% | $8,123.4万 | 114.0万股 | $7,495.5万 | 117.0万股 | -3.0万股-2.53% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 4.55% | 4.89% | $5,269.4万 | 218.3万股 | $5,128.2万 | 211.3万股 | +7.0万股+3.31% | 加仓 |
| IiShares安硕信托STIP |
| 3.81% | 4.13% | $4,407.8万 | 43.1万股 | $4,330.1万 | 41.9万股 | +1.3万股+3.06% | 加仓 |
 苹果AAPL |
| 3.5% | 3.38% | $4,050.8万 | 14.0万股 | $3,543.2万 | 14.0万股 | +379股+0.27% | 加仓 |
| C资本集团成长ETFCGGR |
| 3.49% | 3.32% | $4,043.7万 | 95.5万股 | $3,484.6万 | 104.4万股 | -8.9万股-8.52% | 减仓 |
| V先锋领航债券指数基金BIV |
| 3.28% | 3.42% | $3,795.0万 | 49.5万股 | $3,589.9万 | 46.5万股 | +3.0万股+6.38% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3.18% | 3.34% | $3,684.2万 | 28.8万股 | $3,506.6万 | 32.0万股 | -3.1万股-9.83% | 减仓 |
| S嘉信策略信托SCHD |
| 3.17% | 3.94% | $3,674.6万 | 115.9万股 | $4,136.4万 | 134.8万股 | -18.9万股-14.05% | 减仓 |
| IiShares安硕信托GVI |
| 2.34% | 2.34% | $2,704.0万 | 25.4万股 | $2,453.1万 | 23.0万股 | +2.4万股+10.26% | 加仓 |
| AAB ACTIVE ETFSTAFM |
| 2.33% | 2.35% | $2,698.6万 | 105.1万股 | $2,471.7万 | 97.7万股 | +7.4万股+7.54% | 加仓 |
 英伟达NVDA |
| 2.21% | 2.21% | $2,561.7万 | 12.8万股 | $2,314.5万 | 13.3万股 | -4,685股-3.53% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 2.11% | 2.35% | $2,437.5万 | 66.3万股 | $2,462.4万 | 72.8万股 | -6.5万股-8.98% | 减仓 |
| V先锋领航指数基金VUG |
| 1.91% | 1.98% | $2,214.2万 | 25.7万股 | $2,073.7万 | 4.7万股 | +21.0万股+441.44% | 加仓 |
| V先锋领航·TOTALBND |
| 1.3% | 1.53% | $1,500.3万 | 20.4万股 | $1,604.4万 | 21.8万股 | -1.3万股-6.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.28% | 1.14% | $1,484.8万 | 4.2万股 | $1,198.9万 | 4.2万股 | +230股+0.55% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.26% | 0.68% | $1,463.8万 | 12.1万股 | $709.0万 | 7.1万股 | +5.0万股+70.32% | 加仓 |
 谷歌AGOOGL |
| 1.17% | 1.02% | $1,356.1万 | 3.8万股 | $1,072.5万 | 3.7万股 | +652股+1.75% | 加仓 |
 微软MSFT |
| 1.16% | 1.3% | $1,341.4万 | 3.6万股 | $1,364.2万 | 3.7万股 | -893股-2.42% | 减仓 |
 亚马逊AMZN |
| 1.14% | 1.08% | $1,320.9万 | 5.5万股 | $1,137.9万 | 5.5万股 | +784股+1.43% | 加仓 |
| IiShares安硕·COREIJR |
| 1.12% | 1.25% | $1,301.7万 | 8.8万股 | $1,311.4万 | 10.5万股 | -1.8万股-16.80% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.95% | 0.96% | $1,102.1万 | 32.6万股 | $1,012.1万 | 34.7万股 | -2.2万股-6.26% | 减仓 |
 摩根大通JPM |
| 0.89% | 1.31% | $1,026.6万 | 3.1万股 | $1,378.2万 | 4.7万股 | -1.5万股-33.06% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.77% | 0.72% | $885.6万 | 14.8万股 | $750.8万 | 13.9万股 | +9,454股+6.81% | 加仓 |
 博通AVGO |
| 0.76% | 0.78% | $879.7万 | 2.3万股 | $815.8万 | 2.6万股 | -3,071股-11.65% | 减仓 |
 美光科技MU |
| 0.74% | 0.22% | $856.1万 | 7,417股 | $234.5万 | 6,942股 | +475股+6.84% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.75% | $845.9万 | 1.7万股 | $782.8万 | 1.6万股 | +568股+3.48% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.69% | 0.77% | $793.8万 | 29.9万股 | $811.6万 | 31.0万股 | -1.0万股-3.37% | 减仓 |
 VisaV |
| 0.61% | 0.58% | $710.3万 | 2.1万股 | $613.4万 | 2.0万股 | +408股+2.01% | 加仓 |
 西部数据WDC |
| 0.57% | 0.25% | $659.6万 | 1.0万股 | $260.2万 | 9,618股 | +709股+7.37% | 加仓 |
 强生JNJ |
| 0.54% | 0.56% | $627.2万 | 2.5万股 | $592.0万 | 2.4万股 | +477股+1.97% | 加仓 |
| V先锋领航指数基金VOO |
| 0.54% | 0.54% | $626.5万 | 9,122股 | $565.0万 | 9,456股 | -334股-3.53% | 减仓 |
| S嘉信策略信托SCHE |
| 0.52% | 0.1% | $604.4万 | 16.7万股 | $108.2万 | 3.3万股 | +13.4万股+407.53% | 加仓 |
 Meta平台META |
| 0.49% | 0.59% | $567.3万 | 1.0万股 | $621.6万 | 1.1万股 | -793股-7.30% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.48% | 0.44% | $552.7万 | 5.4万股 | $456.7万 | 5.8万股 | -4,030股-6.94% | 减仓 |
 思科CSCO |
| 0.46% | 0.33% | $530.2万 | 4.5万股 | $342.7万 | 4.4万股 | +964股+2.18% | 加仓 |
 台积电TSM |
| 0.45% | 0.28% | $526.2万 | 1.1万股 | $298.6万 | 8,835股 | +2,183股+24.71% | 加仓 |
 艾伯维ABBV |
| 0.43% | 0.4% | $501.6万 | 2.0万股 | $424.8万 | 2.0万股 | +399股+2.04% | 加仓 |
 特斯拉TSLA |
| 0.39% | 0.38% | $455.0万 | 1.1万股 | $401.0万 | 1.1万股 | +31股+0.29% | 加仓 |
| S嘉信策略信托SCHF |
| 0.38% | 0.43% | $444.7万 | 16.1万股 | $449.1万 | 18.1万股 | -2.1万股-11.53% | 减仓 |
 礼来LLY |
| 0.37% | 0.31% | $431.4万 | 3,596股 | $321.5万 | 3,495股 | +101股+2.89% | 加仓 |
 ALTRIAMO |
| 0.35% | 0.34% | $400.5万 | 5.6万股 | $359.4万 | 5.4万股 | +1,199股+2.20% | 加仓 |
 希捷STX |
| 0.34% | 0.12% | $388.7万 | 4,028股 | $129.1万 | 3,295股 | +733股+22.25% | 加仓 |
 美国合众银行USB |
| 0.32% | 0.3% | $367.2万 | 6.1万股 | $315.6万 | 6.1万股 | +116股+0.19% | 加仓 |
 泛林集团LRCX |
| 0.32% | 0.15% | $365.6万 | 8,436股 | $155.0万 | 7,254股 | +1,182股+16.29% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.31% | 2.64% | $361.6万 | 4,842股 | $2,772.7万 | 4.3万股 | -3.8万股-88.64% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.29% | 0.34% | $338.2万 | 6.7万股 | $361.6万 | 7.1万股 | -4,378股-6.15% | 减仓 |
 AMD超威AMD |
| 0.29% | 0.1% | $336.3万 | 5,790股 | $105.6万 | 5,193股 | +597股+11.50% | 加仓 |
 埃克森美孚XOM |
| 0.29% | 0.38% | $333.0万 | 2.4万股 | $398.0万 | 2.3万股 | +897股+3.82% | 加仓 |
 CHUBB LIMITEDCB |
| 0.28% | 0.32% | $325.4万 | 9,551股 | $339.3万 | 1.0万股 | -860股-8.26% | 减仓 |
