| V先锋领航指数基金VOO |
| 10.9% | 12.42% | $3.05亿 | 44.4万股 | $2.83亿 | 47.4万股 | -3.0万股-6.33% | 减仓 |
| IiShares安硕信托IDEV |
| 7.09% | 5.95% | $1.98亿 | 222.8万股 | $1.36亿 | 162.5万股 | +60.3万股+37.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.89% | 4.23% | $1.09亿 | 14.6万股 | $9,642.8万 | 14.8万股 | -2,359股-1.59% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 3.82% | 2.93% | $1.07亿 | 443.2万股 | $6,687.3万 | 275.5万股 | +167.6万股+60.83% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 3.76% | 3.99% | $1.05亿 | 350.4万股 | $9,105.8万 | 302.8万股 | +47.6万股+15.71% | 加仓 |
| IiShares安硕信托GJS |
| 3.72% | 4.18% | $1.04亿 | 457.3万股 | $9,543.3万 | 416.6万股 | +40.7万股+9.78% | 加仓 |
| IiShares安硕IEMG |
| 3.5% | 3.64% | $9,781.3万 | 118.1万股 | $8,306.0万 | 119.1万股 | -1.0万股-0.85% | 减仓 |
| IiShares安硕·COREIJH |
| 2.87% | 3.21% | $8,030.1万 | 104.1万股 | $7,313.3万 | 108.3万股 | -4.2万股-3.84% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.74% | 2.73% | $7,673.8万 | 146.6万股 | $6,219.0万 | 119.8万股 | +26.9万股+22.43% | 加仓 |
| IiShares安硕信托DGRO |
| 2.28% | 2.6% | $6,369.1万 | 84.0万股 | $5,923.3万 | 84.4万股 | -3,647股-0.43% | 减仓 |
| V先锋领航指数基金VTV |
| 2.2% | 2.32% | $6,149.7万 | 28.2万股 | $5,297.3万 | 27.0万股 | +1.2万股+4.52% | 加仓 |
| S嘉信策略信托SCHD |
| 2.01% | 2.47% | $5,632.6万 | 177.6万股 | $5,641.0万 | 183.9万股 | -6.2万股-3.39% | 减仓 |
| IiShares安硕·COREIJR |
| 1.89% | 1.97% | $5,287.0万 | 35.6万股 | $4,502.8万 | 36.2万股 | -5,742股-1.59% | 减仓 |
| IiShares安硕信托IVV |
| 1.85% | 1.98% | $5,174.6万 | 6.9万股 | $4,523.0万 | 6.9万股 | -145股-0.21% | 减仓 |
| IiShares安硕信托IEFA |
| 1.84% | 1.49% | $5,157.2万 | 53.4万股 | $3,405.8万 | 37.6万股 | +15.8万股+41.94% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.66% | 1.78% | $4,639.8万 | 21.1万股 | $4,055.8万 | 21.1万股 | -3股-0.00% | 减仓 |
| IISHARES BROADUSIG |
| 1.52% | 1.71% | $4,265.3万 | 83.2万股 | $3,892.4万 | 76.0万股 | +7.2万股+9.45% | 加仓 |
| FFranklin Templeton ETF TrustDIVI |
| 1.25% | 1.42% | $3,509.2万 | 80.9万股 | $3,233.3万 | 81.2万股 | -3,249股-0.40% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.25% | 1.35% | $3,508.8万 | 31.8万股 | $3,085.1万 | 31.7万股 | +765股+0.24% | 加仓 |
 苹果AAPL |
| 1.24% | 1.23% | $3,456.9万 | 11.9万股 | $2,800.1万 | 11.0万股 | +9,136股+8.28% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.16% | <0.01% | $3,240.3万 | 10.7万股 | $8,555 | 36股 | +10.7万股+296,986.11% | 加仓 |
| S道富SPYV |
| 0.98% | 0.02% | $2,756.2万 | 45.3万股 | $46.4万 | 8,201股 | +44.5万股+5,428.52% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.91% | 0.96% | $2,560.3万 | 63.7万股 | $2,185.4万 | 64.5万股 | -8,706股-1.35% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.91% | 1.12% | $2,543.5万 | 114.1万股 | $2,553.1万 | 114.3万股 | -1,756股-0.15% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.87% | — | $2,445.4万 | 57.8万股 | $0 | 0股 | +57.8万股 | 新买入 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.87% | 1.06% | $2,424.0万 | 51.4万股 | $2,407.6万 | 50.9万股 | +5,137股+1.01% | 加仓 |
 英伟达NVDA |
| 0.84% | 0.79% | $2,342.2万 | 11.7万股 | $1,803.6万 | 10.3万股 | +1.4万股+13.20% | 加仓 |
| S嘉信·USSCHX |
| 0.77% | 0.83% | $2,162.5万 | 73.5万股 | $1,890.2万 | 73.7万股 | -2,436股-0.33% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 0.75% | 0.92% | $2,108.3万 | 42.4万股 | $2,098.5万 | 42.2万股 | +1,799股+0.43% | 加仓 |
 微软MSFT |
| 0.68% | 0.72% | $1,894.6万 | 5.1万股 | $1,639.7万 | 4.4万股 | +6,494股+14.66% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.65% | 0.7% | $1,806.7万 | 14.5万股 | $1,606.3万 | 3.8万股 | +10.8万股+286.24% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.63% | 0.01% | $1,755.8万 | 23.4万股 | $12.2万 | 1,821股 | +23.2万股+12,763.04% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.62% | 0.66% | $1,731.6万 | 13.5万股 | $1,506.1万 | 13.5万股 | -269股-0.20% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.61% | 0.69% | $1,713.4万 | 16.5万股 | $1,584.2万 | 16.3万股 | +1,844股+1.13% | 加仓 |
| V先锋领航指数基金VUG |
| 0.61% | 0.58% | $1,698.6万 | 19.7万股 | $1,328.8万 | 3.0万股 | +16.7万股+548.17% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.52% | 0.57% | $1,455.6万 | 2.1万股 | $1,298.0万 | 2.1万股 | -349股-1.66% | 减仓 |
| I景顺QQQ信托VOO |
| 0.5% | 0.25% | $1,398.7万 | 1.9万股 | $563.9万 | 9,771股 | +9,208股+94.24% | 加仓 |
 宝洁PG |
| 0.47% | 0.51% | $1,316.4万 | 9.0万股 | $1,172.0万 | 8.1万股 | +8,627股+10.63% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.4% | $1,183.9万 | 3.3万股 | $916.3万 | 3.2万股 | +1,265股+3.97% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.41% | 0.47% | $1,138.8万 | 7.2万股 | $1,071.3万 | 7.2万股 | -276股-0.38% | 减仓 |
| IiShares安硕信托IXUS |
| 0.4% | 0.44% | $1,111.5万 | 11.6万股 | $1,007.0万 | 11.6万股 | +222股+0.19% | 加仓 |
| IiShares安硕信托IBDR |
| 0.39% | 0.24% | $1,096.9万 | 45.3万股 | $558.8万 | 23.1万股 | +22.2万股+96.36% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.39% | 0.4% | $1,093.9万 | 3.6万股 | $921.7万 | 3.7万股 | -754股-2.03% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.38% | 0.48% | $1,064.4万 | 18.8万股 | $1,106.0万 | 19.5万股 | -6,684股-3.43% | 减仓 |
| S道富SPIB |
| 0.37% | 0.45% | $1,027.1万 | 30.7万股 | $1,020.6万 | 30.4万股 | +2,669股+0.88% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.35% | $1,012.1万 | 4.2万股 | $802.4万 | 3.9万股 | +3,938股+10.22% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.36% | <0.01% | $999.9万 | 43.2万股 | $2.9万 | 1,334股 | +43.1万股+32,276.09% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.35% | — | $970.2万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
 博通AVGO |
| 0.33% | 0.3% | $919.2万 | 2.4万股 | $694.5万 | 2.2万股 | +1,898股+8.46% | 加仓 |
 摩根大通JPM |
| 0.33% | 0.35% | $917.1万 | 2.8万股 | $788.1万 | 2.7万股 | +1,226股+4.58% | 加仓 |
