| S嘉信·USSCHX |
| 8.41% | 7.21% | $11.39亿 | 3,869.9万股 | $9.58亿 | 3,736.9万股 | +133.0万股+3.56% | 加仓 |
| V先锋领航·MIDVO |
| 5.99% | 5.37% | $8.10亿 | 1,005.9万股 | $7.14亿 | 994.7万股 | +11.3万股+1.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.77% | 5.28% | $7.81亿 | 1,095.8万股 | $7.02亿 | 1,094.8万股 | +9,774股+0.09% | 加仓 |
| V先锋领航指数基金VTV |
| 5.54% | 4.98% | $7.50亿 | 344.2万股 | $6.61亿 | 337.2万股 | +7.1万股+2.10% | 加仓 |
| V先锋领航指数基金VUG |
| 5.5% | 4.65% | $7.44亿 | 863.9万股 | $6.18亿 | 848.5万股 | +15.4万股+1.81% | 加仓 |
| V先锋领航指数基金VV |
| 3.63% | 3.08% | $4.92亿 | 142.9万股 | $4.09亿 | 137.0万股 | +6.0万股+4.37% | 加仓 |
| IiShares安硕IEMG |
| 3.56% | 2.92% | $4.81亿 | 580.9万股 | $3.88亿 | 556.0万股 | +24.9万股+4.48% | 加仓 |
| IiShares安硕信托IVV |
| 3.21% | 2.71% | $4.34亿 | 58.0万股 | $3.60亿 | 55.1万股 | +2.9万股+5.32% | 加仓 |
| S嘉信策略信托SCHM |
| 3.21% | 2.63% | $4.34亿 | 1,176.7万股 | $3.49亿 | 1,126.8万股 | +49.9万股+4.43% | 加仓 |
| IiShares安硕信托IEFA |
| 2.08% | 1.83% | $2.81亿 | 291.1万股 | $2.43亿 | 268.4万股 | +22.6万股+8.43% | 加仓 |
| V先锋领航指数基金VOT |
| 1.71% | 1.39% | $2.32亿 | 75.7万股 | $1.85亿 | 71.8万股 | +3.9万股+5.48% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.67% | 1.41% | $2.25亿 | 666.3万股 | $1.87亿 | 643.4万股 | +22.9万股+3.55% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.66% | 1.51% | $2.24亿 | 113.6万股 | $2.01亿 | 109.0万股 | +4.5万股+4.17% | 加仓 |
| IiShares安硕·COREIJR |
| 1.62% | 1.37% | $2.20亿 | 148.2万股 | $1.83亿 | 146.8万股 | +1.4万股+0.94% | 加仓 |
 苹果AAPL |
| 1.59% | 1.35% | $2.16亿 | 74.5万股 | $1.80亿 | 70.9万股 | +3.5万股+5.00% | 加仓 |
| V先锋领航指数基金VBK |
| 1.45% | 1.22% | $1.97亿 | 53.8万股 | $1.62亿 | 53.6万股 | +2,204股+0.41% | 加仓 |
| G通用动力VTI |
| 1.44% | 1.28% | $1.96亿 | 52.8万股 | $1.70亿 | 52.9万股 | -1,056股-0.20% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.36% | 1.16% | $1.84亿 | 529.2万股 | $1.54亿 | 506.6万股 | +22.6万股+4.47% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 1.32% | 1.52% | $1.79亿 | 233.8万股 | $2.02亿 | 277.9万股 | -44.1万股-15.88% | 减仓 |
| IiShares安硕信托IVW |
| 1.31% | 1.09% | $1.77亿 | 128.9万股 | $1.45亿 | 128.6万股 | +3,099股+0.24% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.3% | 1.2% | $1.76亿 | 192.5万股 | $1.60亿 | 174.7万股 | +17.8万股+10.18% | 加仓 |
| V先锋领航指数基金VB |
| 1.13% | 1% | $1.53亿 | 50.6万股 | $1.34亿 | 51.0万股 | -3,814股-0.75% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.01% | 0.89% | $1.36亿 | 18.2万股 | $1.19亿 | 18.3万股 | -266股-0.15% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1% | 0.88% | $1.36亿 | 109.5万股 | $1.17亿 | 109.6万股 | -669股-0.06% | 减仓 |
| IiShares安硕·COREIJH |
| 1% | 0.88% | $1.36亿 | 175.9万股 | $1.17亿 | 172.5万股 | +3.3万股+1.93% | 加仓 |
| S嘉信策略信托SCHF |
| 0.96% | 0.85% | $1.30亿 | 468.6万股 | $1.13亿 | 457.9万股 | +10.7万股+2.34% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.91% | 0.81% | $1.24亿 | 50.9万股 | $1.08亿 | 49.5万股 | +1.4万股+2.78% | 加仓 |
 泛林集团LRCX |
| 0.86% | 0.46% | $1.17亿 | 26.9万股 | $6,046.5万 | 28.3万股 | -1.4万股-4.81% | 减仓 |
| IiShares安硕信托IWD |
| 0.63% | 0.57% | $8,558.7万 | 35.3万股 | $7,584.0万 | 35.5万股 | -1,900股-0.54% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.62% | 0.59% | $8,340.8万 | 36.7万股 | $7,825.9万 | 37.1万股 | -3,291股-0.89% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.57% | $8,320.7万 | 16.6万股 | $7,620.6万 | 15.9万股 | +7,257股+4.56% | 加仓 |
| S嘉信·USSCHA |
| 0.56% | 0.44% | $7,552.0万 | 209.0万股 | $5,890.6万 | 202.6万股 | +6.5万股+3.19% | 加仓 |
 微软MSFT |
| 0.55% | 0.54% | $7,435.6万 | 19.9万股 | $7,115.0万 | 19.2万股 | +7,126股+3.71% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.53% | 0.45% | $7,185.9万 | 84.1万股 | $5,981.2万 | 77.6万股 | +6.5万股+8.37% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.53% | 0.44% | $7,159.5万 | 23.8万股 | $5,879.7万 | 23.7万股 | +1,205股+0.51% | 加仓 |
 英伟达NVDA |
| 0.53% | 0.42% | $7,156.7万 | 35.8万股 | $5,619.2万 | 32.2万股 | +3.5万股+11.01% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.53% | 0.52% | $7,107.0万 | 106.7万股 | $6,907.5万 | 103.1万股 | +3.6万股+3.51% | 加仓 |
| S嘉信策略信托SCHE |
| 0.52% | 0.47% | $7,038.4万 | 194.1万股 | $6,309.2万 | 191.5万股 | +2.6万股+1.37% | 加仓 |
| EEA SERIES TRUSTAMID |
| 0.47% | 0.44% | $6,403.1万 | 175.7万股 | $5,799.7万 | 180.4万股 | -4.7万股-2.62% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.46% | 0.42% | $6,171.4万 | 73.7万股 | $5,521.8万 | 73.5万股 | +1,616股+0.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.23% | $5,686.2万 | 16.1万股 | $3,001.4万 | 10.5万股 | +5.6万股+53.81% | 加仓 |
 谷歌AGOOGL |
| 0.41% | 0.32% | $5,569.8万 | 15.6万股 | $4,316.9万 | 15.0万股 | +5,734股+3.82% | 加仓 |
| IiShares安硕信托EFG |
| 0.4% | 0.37% | $5,376.8万 | 43.2万股 | $4,906.9万 | 44.1万股 | -8,446股-1.92% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.38% | 0.34% | $5,090.9万 | 85.3万股 | $4,469.1万 | 82.7万股 | +2.6万股+3.15% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.37% | 0.37% | $4,967.8万 | 31.4万股 | $4,929.7万 | 33.3万股 | -1.9万股-5.56% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.29% | $4,830.1万 | 20.3万股 | $3,908.2万 | 18.8万股 | +1.5万股+8.00% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.34% | 0.22% | $4,658.4万 | 33.9万股 | $2,973.9万 | 25.9万股 | +8.0万股+30.78% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.34% | 0.3% | $4,653.1万 | 90.0万股 | $4,047.5万 | 89.7万股 | +3,140股+0.35% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.34% | 0.3% | $4,535.6万 | 47.0万股 | $4,018.1万 | 45.3万股 | +1.7万股+3.83% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.32% | 0.28% | $4,360.6万 | 53.0万股 | $3,678.9万 | 46.9万股 | +6.1万股+12.97% | 加仓 |
