| S道富SPYM |
| 12.92% | 13.28% | $4,768.5万 | 54.3万股 | $4,098.2万 | 53.5万股 | +7,183股+1.34% | 加仓 |
| S嘉信策略信托SCHD |
| 8.3% | 9.36% | $3,061.3万 | 96.5万股 | $2,887.1万 | 94.1万股 | +2.4万股+2.59% | 加仓 |
| DDBX ETF信托DBEF |
| 5.96% | 6.35% | $2,200.4万 | 40.3万股 | $1,959.7万 | 39.7万股 | +6,087股+1.53% | 加仓 |
| I景顺QQQ信托VOO |
| 5.95% | 5.22% | $2,193.8万 | 3.0万股 | $1,609.7万 | 2.8万股 | +1,901股+6.82% | 加仓 |
| A美国世纪ETF信托AVLC |
| 5.03% | — | $1,856.4万 | 20.6万股 | $0 | 0股 | +20.6万股 | 新买入 |
 微软MSFT |
| 4.66% | 5.47% | $1,719.9万 | 4.6万股 | $1,689.0万 | 4.6万股 | +482股+1.06% | 加仓 |
| S道富SPSM |
| 4.35% | 3.93% | $1,606.1万 | 27.8万股 | $1,213.7万 | 25.1万股 | +2.7万股+10.87% | 加仓 |
 苹果AAPL |
| 3.87% | 4.06% | $1,426.4万 | 4.9万股 | $1,251.5万 | 4.9万股 | -17股-0.03% | 减仓 |
| V先锋领航指数基金VUG |
| 3.49% | 3.91% | $1,289.0万 | 15.0万股 | $1,208.0万 | 2.8万股 | +12.2万股+441.09% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.27% | 2.45% | $836.2万 | 16.1万股 | $757.4万 | 16.1万股 | +24股+0.01% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.79% | 1.93% | $661.3万 | 9.3万股 | $594.4万 | 9.3万股 | +55股+0.06% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.67% | 1.42% | $614.9万 | 3.2万股 | $436.9万 | 3.3万股 | -600股-1.83% | 减仓 |
| V先锋领航指数基金VB |
| 1.66% | 1.79% | $611.6万 | 2.0万股 | $552.9万 | 2.1万股 | -934股-4.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.65% | 2.41% | $608.3万 | 1.2万股 | $742.3万 | 1.5万股 | -3,334股-21.52% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.38% | 1.56% | $509.8万 | 2.2万股 | $480.8万 | 2.2万股 | -812股-3.63% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.28% | 1.39% | $471.8万 | 9.4万股 | $428.3万 | 9.4万股 | -175股-0.19% | 减仓 |
| V先锋领航指数基金VV |
| 1.16% | 1.19% | $428.5万 | 1.2万股 | $367.1万 | 1.2万股 | +177股+1.44% | 加仓 |
| TTCW ETF TRUSTVOTE |
| 1.12% | 1.25% | $412.7万 | 4.7万股 | $386.2万 | 5.1万股 | -3,804股-7.52% | 减仓 |
 亚马逊AMZN |
| 1.07% | 1.05% | $394.1万 | 1.7万股 | $325.5万 | 1.6万股 | +906股+5.80% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.94% | 1.09% | $345.2万 | 7.6万股 | $336.0万 | 7.5万股 | +625股+0.83% | 加仓 |
| G通用动力VTI |
| 0.91% | 0.92% | $334.3万 | 9,035股 | $284.6万 | 8,870股 | +165股+1.86% | 加仓 |
 英伟达NVDA |
| 0.9% | 0.93% | $333.8万 | 1.7万股 | $287.1万 | 1.6万股 | +219股+1.33% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.88% | 0.98% | $323.4万 | 7.3万股 | $303.9万 | 7.8万股 | -5,288股-6.76% | 减仓 |
| PPIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETFRAFE |
| 0.8% | 0.85% | $294.5万 | 6.2万股 | $262.6万 | 6.3万股 | -1,582股-2.51% | 减仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 0.74% | 0.72% | $273.1万 | 2.2万股 | $223.4万 | 2.3万股 | -639股-2.80% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.74% | 0.84% | $273.0万 | 4.8万股 | $260.3万 | 5.0万股 | -1,246股-2.51% | 减仓 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 0.74% | 0.76% | $272.0万 | 3.2万股 | $234.2万 | 3.2万股 | -233股-0.72% | 减仓 |
| V先锋领航·MIDVO |
| 0.68% | 0.79% | $251.2万 | 3.1万股 | $245.3万 | 8,542股 | +2.3万股+265.02% | 加仓 |
| IiShares安硕信托DGRO |
| 0.67% | 0.75% | $247.4万 | 3.3万股 | $231.7万 | 3.3万股 | -374股-1.13% | 减仓 |
 好市多COST |
| 0.67% | 0.84% | $246.2万 | 2,632股 | $259.4万 | 2,603股 | +29股+1.11% | 加仓 |
| PPARNASSUS CORE SELECT ETFPRCS |
| 0.64% | 1.07% | $237.2万 | 8.2万股 | $330.5万 | 13.2万股 | -5.0万股-37.70% | 减仓 |
| NNUSHARES ETF TRNULG |
| 0.62% | 0.6% | $228.3万 | 2.0万股 | $183.7万 | 2.0万股 | -702股-3.47% | 减仓 |
| AAMPLIFY ETF TRIDVO |
| 0.62% | 0.66% | $227.8万 | 5.4万股 | $205.0万 | 5.1万股 | +3,575股+7.06% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.6% | 0.68% | $222.3万 | 1.4万股 | $208.3万 | 1.4万股 | 00.00% | 持仓不变 |
| CCOLUMBIA ETF TR IINEQ |
| 0.6% | 0.71% | $220.0万 | 5.7万股 | $219.0万 | 5.6万股 | +992股+1.77% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.55% | 0.59% | $203.0万 | 2.4万股 | $182.0万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.53% | 0.76% | $196.3万 | 1.8万股 | $233.4万 | 2.2万股 | -3,750股-17.05% | 减仓 |
| IiShares安硕信托DSI |
| 0.53% | 0.56% | $195.4万 | 1.4万股 | $171.5万 | 1.4万股 | -427股-3.02% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.51% | 0.55% | $188.4万 | 3.2万股 | $171.2万 | 3.2万股 | -100股-0.32% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.4% | 0.45% | $149.0万 | 6,792股 | $138.8万 | 7,237股 | -445股-6.15% | 减仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.4% | $146.5万 | 1,956股 | $122.5万 | 1,875股 | +81股+4.32% | 加仓 |
| IiShares安硕信托PFF |
| 0.39% | 0.44% | $143.7万 | 4.7万股 | $135.7万 | 4.5万股 | +2,350股+5.25% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.3% | $142.7万 | 3,993股 | $93.2万 | 3,242股 | +751股+23.16% | 加仓 |
 博通AVGO |
| 0.37% | 0.39% | $135.5万 | 3,586股 | $119.2万 | 3,850股 | -264股-6.86% | 减仓 |
| S道富XLI |
| 0.36% | 0.37% | $132.4万 | 7,148股 | $115.6万 | 7,148股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 0.34% | 0.4% | $125.3万 | 6,905股 | $123.8万 | 6,951股 | -46股-0.66% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.34% | 0.37% | $124.9万 | 1.5万股 | $113.7万 | 1.6万股 | -810股-5.07% | 减仓 |
 AMD超威AMD |
| 0.33% | 0.15% | $122.3万 | 2,106股 | $45.3万 | 2,225股 | -119股-5.35% | 减仓 |
 COHEN & STEERS ETF TRUSTUTF |
| 0.33% | 0.4% | $122.3万 | 4.7万股 | $123.0万 | 4.8万股 | -1,074股-2.24% | 减仓 |
 应用材料AMAT |
| 0.3% | 0.16% | $111.1万 | 1,536股 | $49.7万 | 1,455股 | +81股+5.57% | 加仓 |
