| IiShares安硕信托IVV |
| 17.26% | 19.65% | $3,763.0万 | 5.0万股 | $3,342.6万 | 5.1万股 | -924股-1.81% | 减仓 |
| V先锋领航·FTSEVEA |
| 7.14% | 8.16% | $1,556.6万 | 21.8万股 | $1,387.8万 | 21.7万股 | +1,888股+0.87% | 加仓 |
| IiShares安硕·COREIJH |
| 6.26% | 6.92% | $1,364.7万 | 17.7万股 | $1,176.1万 | 17.4万股 | +2,814股+1.62% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.11% | 4.72% | $895.4万 | 15.0万股 | $802.7万 | 14.9万股 | +1,503股+1.01% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.75% | 3.4% | $817.7万 | 4.3万股 | $578.7万 | 4.4万股 | -625股-1.44% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 3.21% | 3.88% | $699.1万 | 22.7万股 | $660.4万 | 21.5万股 | +1.2万股+5.62% | 加仓 |
| IiShares黄金信托IAU |
| 3.2% | 4.56% | $697.1万 | 9.2万股 | $776.2万 | 8.8万股 | +4,276股+4.86% | 加仓 |
| IiShares安硕信托IEFA |
| 2.95% | — | $644.0万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| V先锋领航指数基金VB |
| 2.43% | 2.82% | $530.2万 | 1.7万股 | $479.4万 | 1.8万股 | -810股-4.43% | 减仓 |
| IiShares安硕信托AGG |
| 2.39% | 3.02% | $521.0万 | 5.3万股 | $513.6万 | 5.2万股 | +894股+1.73% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.39% | 2.79% | $520.9万 | 17.4万股 | $474.0万 | 15.8万股 | +1.6万股+10.11% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.26% | 1.77% | $491.9万 | 9.7万股 | $301.7万 | 6.0万股 | +3.7万股+60.85% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.6% | 2.1% | $349.7万 | 7.2万股 | $356.7万 | 7.4万股 | -2,040股-2.75% | 减仓 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 1.5% | 2.28% | $326.7万 | 7.5万股 | $388.4万 | 8.1万股 | -5,935股-7.36% | 减仓 |
 苹果AAPL |
| 1.47% | 1.14% | $320.9万 | 1.1万股 | $193.8万 | 7,635股 | +3,455股+45.25% | 加仓 |
| IiShares安硕·COREIJR |
| 1.41% | 1.49% | $307.7万 | 2.1万股 | $253.1万 | 2.0万股 | +386股+1.90% | 加仓 |
 应用材料AMAT |
| 1.25% | 0.62% | $271.7万 | 3,758股 | $106.0万 | 3,100股 | +658股+21.23% | 加仓 |
| S道富XLI |
| 1.21% | 1.37% | $262.7万 | 1.4万股 | $232.5万 | 1.4万股 | -190股-1.32% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.2% | 1.47% | $261.3万 | 2.6万股 | $250.6万 | 2.6万股 | -947股-3.57% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.17% | 1.37% | $255.5万 | 1.6万股 | $233.4万 | 1.6万股 | +185股+1.16% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.08% | 1.28% | $236.2万 | 4.4万股 | $217.9万 | 4.4万股 | -65股-0.15% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.05% | 1.24% | $229.6万 | 2.0万股 | $210.3万 | 1.9万股 | +280股+1.45% | 加仓 |
| IiShares安硕信托IWD |
| 0.95% | — | $207.6万 | 8,565股 | $0 | 0股 | +8,565股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.94% | — | $205.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.94% | 1.3% | $204.1万 | 2.0万股 | $221.1万 | 2.3万股 | -3,110股-13.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.88% | 0.98% | $191.0万 | 2,558股 | $166.3万 | 2,558股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.85% | — | $185.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 微软MSFT |
| 0.76% | 0.51% | $165.7万 | 4,443股 | $86.6万 | 2,340股 | +2,103股+89.87% | 加仓 |
 马拉松石油MPC |
| 0.74% | 0.9% | $161.1万 | 6,300股 | $153.8万 | 6,300股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.73% | 0.86% | $160.2万 | 1.8万股 | $145.7万 | 1.8万股 | +420股+2.38% | 加仓 |
 科磊KLAC |
| 0.73% | 0.45% | $158.7万 | 5,260股 | $76.6万 | 520股 | +4,740股+911.54% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.7% | 0.89% | $152.3万 | 1.4万股 | $151.3万 | 1.4万股 | +570股+4.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.38% | $147.8万 | 4,184股 | $64.5万 | 2,250股 | +1,934股+85.96% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.4% | $145.4万 | 6,101股 | $68.1万 | 3,270股 | +2,831股+86.57% | 加仓 |
 PALO ALTOPANW |
| 0.66% | 0.4% | $144.7万 | 4,242股 | $67.3万 | 4,200股 | +42股+1.00% | 加仓 |
 英伟达NVDA |
| 0.65% | — | $141.4万 | 7,067股 | $0 | 0股 | +7,067股 | 新买入 |
| J摩根大通交易所交易基金JVAL |
| 0.64% | — | $139.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 谷歌AGOOGL |
| 0.63% | 0.57% | $138.3万 | 3,869股 | $96.6万 | 3,360股 | +509股+15.15% | 加仓 |
| V先锋领航指数基金VOO |
| 0.6% | — | $131.1万 | 1,909股 | $0 | 0股 | +1,909股 | 新买入 |
 Meta平台META |
| 0.53% | 0.45% | $115.7万 | 2,054股 | $76.1万 | 1,330股 | +724股+54.44% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.53% | 0.56% | $115.5万 | 9,980股 | $95.3万 | 9,750股 | +230股+2.36% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.53% | 0.65% | $115.3万 | 1.4万股 | $110.8万 | 1.4万股 | +355股+2.63% | 加仓 |
 博通AVGO |
| 0.48% | 0.25% | $105.1万 | 2,781股 | $43.3万 | 1,400股 | +1,381股+98.64% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.48% | 0.84% | $103.6万 | 2.2万股 | $142.1万 | 3.0万股 | -8,116股-27.31% | 减仓 |
| IiShares安硕信托EEM |
| 0.46% | 0.56% | $100.9万 | 1.5万股 | $95.4万 | 1.7万股 | -2,050股-12.20% | 减仓 |
 AMD超威AMD |
| 0.44% | 0.17% | $96.8万 | 1,666股 | $28.5万 | 1,400股 | +266股+19.00% | 加仓 |
| G通用动力VTI |
| 0.44% | 0.53% | $96.8万 | 2,615股 | $90.8万 | 2,830股 | -215股-7.60% | 减仓 |
 哈勃HUBB |
| 0.43% | 0.52% | $94.7万 | 1,810股 | $88.8万 | 1,810股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.43% | 0.61% | $93.1万 | 1.2万股 | $104.1万 | 1.1万股 | +1,000股+8.82% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.42% | 0.55% | $91.0万 | 2.5万股 | $93.7万 | 2.5万股 | 00.00% | 持仓不变 |
