| S道富SPYM |
| 5.24% | 4.19% | $4.47亿 | 509.0万股 | $3.05亿 | 398.6万股 | +110.5万股+27.71% | 加仓 |
| S嘉信策略信托SCHF |
| 5.22% | 5.27% | $4.46亿 | 1,610.5万股 | $3.84亿 | 1,550.7万股 | +59.8万股+3.85% | 加仓 |
| V先锋领航·TOTALBND |
| 4.22% | 4.29% | $3.61亿 | 491.1万股 | $3.12亿 | 424.2万股 | +66.9万股+15.78% | 加仓 |
 iShares安硕·MBSACGL |
| 2.6% | 2.64% | $2.22亿 | 235.3万股 | $1.92亿 | 202.4万股 | +32.9万股+16.24% | 加仓 |
 苹果AAPL |
| 2.59% | 2.66% | $2.21亿 | 76.3万股 | $1.94亿 | 76.3万股 | +77股+0.01% | 加仓 |
| SSPDR道富系列信托BIL |
| 2.33% | 2.51% | $1.99亿 | 216.8万股 | $1.83亿 | 199.6万股 | +17.3万股+8.65% | 加仓 |
 微软MSFT |
| 1.97% | 2.21% | $1.68亿 | 45.1万股 | $1.61亿 | 43.5万股 | +1.7万股+3.90% | 加仓 |
| I景顺QQQ信托VOO |
| 1.92% | 1.78% | $1.64亿 | 22.2万股 | $1.30亿 | 22.5万股 | -2,322股-1.03% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.72% | 1.43% | $1.47亿 | 48.4万股 | $1.04亿 | 43.8万股 | +4.6万股+10.42% | 加仓 |
| IiShares安硕信托IVV |
| 1.57% | 1.93% | $1.34亿 | 17.9万股 | $1.41亿 | 21.5万股 | -3.6万股-16.77% | 减仓 |
| IiShares安硕信托EFV |
| 1.54% | 2.11% | $1.32亿 | 171.9万股 | $1.54亿 | 206.7万股 | -34.9万股-16.86% | 减仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 1.49% | 1.48% | $1.27亿 | 267.6万股 | $1.08亿 | 227.1万股 | +40.6万股+17.86% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.47% | 1.5% | $1.26亿 | 239.9万股 | $1.09亿 | 208.0万股 | +32.0万股+15.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.13% | $1.19亿 | 33.6万股 | $8,254.7万 | 28.8万股 | +4.8万股+16.65% | 加仓 |
 英伟达NVDA |
| 1.37% | 1.36% | $1.17亿 | 58.3万股 | $9,895.1万 | 56.7万股 | +1.6万股+2.78% | 加仓 |
| G通用动力VTI |
| 1.33% | 1.34% | $1.14亿 | 30.8万股 | $9,785.6万 | 30.5万股 | +2,812股+0.92% | 加仓 |
 亚马逊AMZN |
| 1.33% | 1.31% | $1.14亿 | 47.7万股 | $9,540.1万 | 45.8万股 | +1.9万股+4.08% | 加仓 |
| IiShares安硕信托IEFA |
| 1.3% | 1.33% | $1.11亿 | 115.4万股 | $9,710.1万 | 107.3万股 | +8.1万股+7.55% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.24% | 1.02% | $1.06亿 | 177.8万股 | $7,402.6万 | 137.0万股 | +40.8万股+29.83% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.22% | 1.17% | $1.04亿 | 227.3万股 | $8,553.5万 | 216.7万股 | +10.7万股+4.93% | 加仓 |
| G高盛ETF信托GCAL |
| 1.11% | 1.3% | $9,515.4万 | 185.8万股 | $9,454.0万 | 186.6万股 | -7,793股-0.42% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.1% | 1.03% | $9,420.5万 | 92.1万股 | $7,520.5万 | 95.6万股 | -3.5万股-3.68% | 减仓 |
| V先锋领航指数基金VOO |
| 1.08% | 1.07% | $9,245.1万 | 13.5万股 | $7,808.4万 | 13.1万股 | +3,937股+3.01% | 加仓 |
| G高盛ETF信托GBIL |
| 1.04% | 1.57% | $8,860.5万 | 88.5万股 | $1.15亿 | 114.4万股 | -26.0万股-22.70% | 减仓 |
| VVictory组合IIGFLW |
| 1.03% | 0.83% | $8,782.0万 | 256.2万股 | $6,050.3万 | 230.1万股 | +26.1万股+11.33% | 加仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 0.98% | — | $8,358.1万 | 427.1万股 | $0 | 0股 | +427.1万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 0.94% | 0.94% | $8,065.7万 | 159.5万股 | $6,813.0万 | 136.6万股 | +22.9万股+16.77% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.81% | 0.63% | $6,911.0万 | 9.3万股 | $4,600.3万 | 7.1万股 | +2.2万股+30.83% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.77% | 0.77% | $6,550.0万 | 55.0万股 | $5,610.8万 | 57.3万股 | -2.3万股-3.94% | 减仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.75% | 0.87% | $6,377.7万 | 63.4万股 | $6,304.9万 | 63.6万股 | -2,379股-0.37% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.74% | 0.79% | $6,348.6万 | 28.9万股 | $5,768.7万 | 30.1万股 | -1.1万股-3.80% | 减仓 |
 谷歌AGOOGL |
| 0.74% | 0.67% | $6,348.6万 | 17.8万股 | $4,916.4万 | 17.1万股 | +6,678股+3.91% | 加仓 |
| IiShares安硕信托ITOT |
| 0.73% | 0.67% | $6,225.6万 | 38.0万股 | $4,872.4万 | 34.5万股 | +3.6万股+10.40% | 加仓 |
| IiShares安硕信托SGOV |
| 0.72% | 0.78% | $6,174.6万 | 61.3万股 | $5,674.0万 | 56.4万股 | +5.0万股+8.81% | 加仓 |
| S道富SPMD |
| 0.72% | 0.6% | $6,139.5万 | 90.9万股 | $4,403.9万 | 74.4万股 | +16.5万股+22.20% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.69% | 0.8% | $5,908.9万 | 26.0万股 | $5,850.5万 | 27.7万股 | -1.7万股-6.08% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.67% | 0.74% | $5,760.4万 | 73.9万股 | $5,367.5万 | 68.5万股 | +5.5万股+8.01% | 加仓 |
| IiShares安硕信托IXUS |
| 0.66% | 0.63% | $5,648.8万 | 59.2万股 | $4,616.4万 | 53.3万股 | +5.9万股+11.08% | 加仓 |
| IiShares安硕信托AGG |
| 0.61% | 0.66% | $5,244.9万 | 53.0万股 | $4,786.6万 | 48.2万股 | +4.8万股+9.90% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 0.59% | 0.66% | $5,065.2万 | 97.1万股 | $4,792.6万 | 91.8万股 | +5.2万股+5.69% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.58% | 0.6% | $4,986.7万 | 142.4万股 | $4,366.9万 | 129.7万股 | +12.7万股+9.76% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.56% | 0.59% | $4,778.5万 | 43.3万股 | $4,289.0万 | 44.1万股 | -7,970股-1.81% | 减仓 |
| 22023 ETF SERIES TRUSTGEME |
| 0.53% | 0.48% | $4,562.4万 | 104.8万股 | $3,485.7万 | 100.1万股 | +4.7万股+4.69% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.53% | 0.74% | $4,537.3万 | 63.7万股 | $5,359.9万 | 83.6万股 | -20.0万股-23.87% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 0.52% | 0.4% | $4,436.5万 | 39.8万股 | $2,917.5万 | 36.7万股 | +3.1万股+8.43% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.54% | $4,425.2万 | 13.5万股 | $3,929.1万 | 13.4万股 | +1,623股+1.22% | 加仓 |
| G高盛ETF信托GMUB |
| 0.51% | 0.5% | $4,395.0万 | 85.4万股 | $3,656.0万 | 71.8万股 | +13.7万股+19.07% | 加仓 |
| C资本集团固定收益ETF信托CGIB |
| 0.5% | 0.5% | $4,313.2万 | 168.9万股 | $3,652.0万 | 144.7万股 | +24.2万股+16.74% | 加仓 |
| GGlobal X基金PAVE |
| 0.5% | — | $4,289.8万 | 72.8万股 | $0 | 0股 | +72.8万股 | 新买入 |
| IiShares安硕信托IUSB |
| 0.48% | 0.52% | $4,110.9万 | 89.1万股 | $3,765.0万 | 81.5万股 | +7.6万股+9.28% | 加仓 |
