| S嘉信·USSCHX |
| 22.53% | 22.23% | $5,272.6万 | 179.2万股 | $4,604.9万 | 179.6万股 | -4,413股-0.25% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 15.1% | 14.69% | $3,534.6万 | 104.5万股 | $3,043.4万 | 104.5万股 | -253股-0.02% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 13.72% | 13.54% | $3,210.3万 | 103.2万股 | $2,804.0万 | 100.7万股 | +2.5万股+2.53% | 加仓 |
| V先锋领航指数基金VOO |
| 10.78% | 10.69% | $2,523.8万 | 3.7万股 | $2,214.9万 | 3.7万股 | -320股-0.86% | 减仓 |
| IiShares安硕·COREIJH |
| 8.83% | 8.65% | $2,067.4万 | 26.8万股 | $1,792.3万 | 26.5万股 | +2,692股+1.01% | 加仓 |
| S嘉信策略信托SCHD |
| 5.47% | 6.24% | $1,281.0万 | 40.4万股 | $1,293.6万 | 42.2万股 | -1.8万股-4.19% | 减仓 |
 英伟达NVDA |
| 5.1% | 5.02% | $1,193.0万 | 6.0万股 | $1,039.8万 | 6.0万股 | +3股+0.01% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.52% | 2.48% | $589.3万 | 15.2万股 | $514.7万 | 14.7万股 | +5,043股+3.43% | 加仓 |
| MMATTHEWS ASIA FDSMEMS |
| 2.02% | 1.83% | $473.2万 | 14.9万股 | $378.7万 | 14.4万股 | +4,824股+3.34% | 加仓 |
| S嘉信策略信托SCHM |
| 1.86% | 1.8% | $435.0万 | 11.8万股 | $371.9万 | 12.0万股 | -2,142股-1.78% | 减仓 |
| I景顺QQQ信托VOO |
| 0.72% | 0.65% | $167.4万 | 2,273股 | $133.7万 | 2,317股 | -44股-1.90% | 减仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 0.61% | 0.61% | $142.9万 | 4.0万股 | $125.4万 | 4.0万股 | -411股-1.03% | 减仓 |
| PPGIM ULTRAPULS |
| 0.47% | 0.93% | $109.0万 | 2.2万股 | $192.6万 | 3.9万股 | -1.7万股-43.48% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.38% | 0.38% | $89.9万 | 6,137股 | $78.6万 | 6,137股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.32% | 0.32% | $75.4万 | 8,753股 | $66.1万 | 1,514股 | +7,239股+478.14% | 加仓 |
| IiShares安硕信托IVV |
| 0.32% | 0.31% | $73.8万 | 986股 | $64.4万 | 986股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.29% | $67.6万 | 5,443股 | $60.5万 | 1,419股 | +4,024股+283.58% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.28% | 0.28% | $65.4万 | 5,926股 | $57.9万 | 5,960股 | -34股-0.57% | 减仓 |
| G通用动力VTI |
| 0.26% | 0.19% | $60.7万 | 2,003股 | $39.9万 | 1,242股 | +761股+61.27% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.25% | 0.27% | $59.2万 | 3,744股 | $55.3万 | 3,736股 | +8股+0.21% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.25% | 0.14% | $58.2万 | 1.1万股 | $29.5万 | 8,945股 | +2,093股+23.40% | 加仓 |
| IiShares安硕信托IXN |
| 0.22% | 0.17% | $50.7万 | 3,507股 | $35.3万 | 3,529股 | -22股-0.62% | 减仓 |
| GGlobal X基金PAVE |
| 0.21% | 0.21% | $50.0万 | 8,486股 | $44.2万 | 8,705股 | -219股-2.52% | 减仓 |
| IiShares安硕信托IWS |
| 0.21% | 0.21% | $48.8万 | 2,966股 | $43.2万 | 2,966股 | 00.00% | 持仓不变 |
| AARK·ETF TRARKK |
| 0.21% | 0.18% | $48.6万 | 6,007股 | $36.7万 | 5,427股 | +580股+10.69% | 加仓 |
 摩根大通JPM |
| 0.18% | 0.19% | $42.6万 | 1,302股 | $38.5万 | 1,310股 | -8股-0.61% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.17% | 0.18% | $40.3万 | 7,509股 | $37.1万 | 7,509股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.16% | 0.18% | $37.7万 | 6,068股 | $37.4万 | 5,977股 | +91股+1.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.16% | 0.15% | $36.6万 | 490股 | $31.8万 | 489股 | +1股+0.20% | 加仓 |
| IiShares安硕·COREIJR |
| 0.15% | 0.14% | $34.8万 | 2,349股 | $29.6万 | 2,380股 | -31股-1.30% | 减仓 |
| S嘉信策略信托SCHE |
| 0.15% | 0.15% | $34.8万 | 9,603股 | $31.6万 | 9,592股 | +11股+0.11% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.14% | 0.15% | $32.4万 | 6,900股 | $30.5万 | 7,178股 | -278股-3.87% | 减仓 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.14% | 0.1% | $32.3万 | 1.2万股 | $20.6万 | 6,862股 | +5,603股+81.65% | 加仓 |
| AAMEREN COMDHS |
| 0.12% | 0.13% | $28.9万 | 2,543股 | $27.8万 | 2,543股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.11% | 0.12% | $26.8万 | 952股 | $24.0万 | 991股 | -39股-3.94% | 减仓 |
 AMD超威AMD |
| 0.11% | 0.04% | $26.4万 | 455股 | $9.3万 | 455股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.11% | 0.13% | $26.2万 | 3,677股 | $26.3万 | 4,111股 | -434股-10.56% | 减仓 |
| VVOYAGER TECHNOLOGIESVOYG |
| 0.11% | 0.19% | $25.8万 | 8,000股 | $40.0万 | 1.7万股 | -9,114股-53.25% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.11% | 0.12% | $25.7万 | 4,902股 | $25.8万 | 4,902股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.11% | 0.11% | $25.6万 | 5,077股 | $23.2万 | 5,077股 | 00.00% | 持仓不变 |
| F富达Covington信托FELG |
| 0.11% | 0.1% | $25.3万 | 5,777股 | $21.7万 | 5,777股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.11% | 0.21% | $24.7万 | 853股 | $44.2万 | 1,743股 | -890股-51.06% | 减仓 |
| SSPDR道富指数基金WDIV |
| 0.11% | 0.11% | $24.7万 | 3,086股 | $23.8万 | 3,086股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.1% | 0.07% | $23.7万 | 600股 | $14.3万 | 600股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 0.1% | 0.09% | $23.3万 | 1,000股 | $18.2万 | 1,000股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 0.1% | 0.13% | $23.1万 | 2,905股 | $26.9万 | 2,905股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.1% | 0.09% | $22.8万 | 6,297股 | $18.3万 | 6,306股 | -9股-0.14% | 减仓 |
| IiShares安硕信托IEFA |
| 0.1% | 0.1% | $22.6万 | 2,338股 | $21.0万 | 2,320股 | +18股+0.78% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.1% | 0.09% | $22.3万 | 4,725股 | $19.0万 | 4,725股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 0.09% | 0.04% | $21.5万 | 1,325股 | $8.7万 | 1,325股 | 00.00% | 持仓不变 |
