| IiShares安硕·RUSSELLIWB |
| 35.98% | 36.03% | $1.91亿 | 78.9万股 | $1.93亿 | 79.7万股 | -7,727股-0.97% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 7.8% | 7.73% | $4,133.3万 | 55.5万股 | $4,135.7万 | 55.8万股 | -2,191股-0.39% | 减仓 |
| IiShares安硕信托AGG |
| 7.71% | 6.21% | $4,084.2万 | 35.6万股 | $3,325.9万 | 28.8万股 | +6.7万股+23.33% | 加仓 |
| IiShares安硕信托EFV |
| 7.49% | 7.5% | $3,970.5万 | 78.1万股 | $4,011.5万 | 77.5万股 | +5,815股+0.75% | 加仓 |
| S嘉信策略信托SCHD |
| 5.12% | 4.7% | $2,714.5万 | 36.6万股 | $2,516.2万 | 33.3万股 | +3.3万股+9.89% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.52% | 3.6% | $1,867.4万 | 23.9万股 | $1,928.5万 | 24.4万股 | -5,109股-2.09% | 减仓 |
 Genuine Parts Co ComGPC |
| 3% | 3.1% | $1,587.9万 | 13.1万股 | $1,656.5万 | 13.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.62% | 2.78% | $1,388.0万 | 23.6万股 | $1,487.1万 | 23.6万股 | +231股+0.10% | 加仓 |
 Meta平台META |
| 2.51% | 5.07% | $1,328.5万 | 3.9万股 | $2,714.7万 | 7.8万股 | -3.9万股-49.86% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.88% | 2.16% | $996.6万 | 3.4万股 | $1,155.9万 | 3.7万股 | -3,141股-8.47% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.82% | 1.95% | $966.8万 | 19.3万股 | $1,042.0万 | 19.2万股 | +1,451股+0.76% | 加仓 |
 苹果AAPL |
| 1.65% | 1.58% | $875.8万 | 6.2万股 | $845.8万 | 6.2万股 | +134股+0.22% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.61% | 1.69% | $854.1万 | 3.9万股 | $907.0万 | 4.0万股 | -497股-1.26% | 减仓 |
 美国运通AXP |
| 0.97% | 0.95% | $513.4万 | 3.1万股 | $506.1万 | 3.1万股 | +15股+0.05% | 加仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.96% | 0.96% | $510.9万 | 13.3万股 | $513.2万 | 13.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.95% | 0.93% | $503.4万 | 1.8万股 | $497.7万 | 1.8万股 | +39股+0.21% | 加仓 |
 亚马逊AMZN |
| 0.92% | 0.58% | $489.7万 | 1,491股 | $309.8万 | 901股 | +590股+65.48% | 加仓 |
| IiShares安硕信托IVV |
| 0.92% | 0.88% | $488.4万 | 1.1万股 | $472.5万 | 1.1万股 | +345股+3.14% | 加仓 |
| LLHC GROUP INC |
| 0.83% | 1.05% | $439.5万 | 2.8万股 | $560.9万 | 2.8万股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 0.78% | 0.72% | $413.3万 | 1.6万股 | $386.1万 | 1.6万股 | +135股+0.87% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.75% | 0.75% | $399.9万 | 2.6万股 | $400.4万 | 2.6万股 | +166股+0.64% | 加仓 |
| IiShares安硕信托IWS |
| 0.71% | 0.73% | $374.1万 | 3.3万股 | $391.0万 | 3.4万股 | -975股-2.87% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.58% | 0.67% | $306.4万 | 1.9万股 | $358.9万 | 2.2万股 | -2,528股-11.68% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.35% | $264.7万 | 6,167股 | $185.8万 | 4,341股 | +1,826股+42.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.31% | $259.9万 | 975股 | $164.7万 | 657股 | +318股+48.40% | 加仓 |
| G通用动力VTI |
| 0.44% | 0.44% | $232.4万 | 1.0万股 | $233.1万 | 1.0万股 | +4股+0.04% | 加仓 |
| IiShares安硕信托IWV |
| 0.39% | 0.39% | $204.8万 | 8,035股 | $206.9万 | 8,086股 | -51股-0.63% | 减仓 |
 微软MSFT |
| 0.37% | 0.18% | $195.8万 | 6,944股 | $96.7万 | 3,570股 | +3,374股+94.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.37% | 0.34% | $195.7万 | 3.9万股 | $182.9万 | 3.6万股 | +3,259股+9.18% | 加仓 |
| IiShares安硕信托IWD |
| 0.32% | 0.31% | $170.4万 | 1.1万股 | $167.4万 | 1.1万股 | +336股+3.18% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.29% | 0.3% | $155.1万 | 3,225股 | $158.4万 | 3,225股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.27% | 0.24% | $145.2万 | 543股 | $128.7万 | 527股 | +16股+3.04% | 加仓 |
| AAMERICAN WELL |
| 0.25% | 0.34% | $133.6万 | 14.7万股 | $184.5万 | 14.7万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.25% | 0.23% | $133.2万 | 1.6万股 | $122.8万 | 1.5万股 | +1,309股+8.76% | 加仓 |
 赛富时CRM |
| 0.25% | 0.21% | $132.4万 | 4,880股 | $110.5万 | 4,523股 | +357股+7.89% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.25% | 0.22% | $131.3万 | 1.5万股 | $116.5万 | 1.4万股 | +1,722股+12.74% | 加仓 |
| AABIOMED INCABMDEUR |
| 0.24% | 0.23% | $129.8万 | 3,989股 | $124.5万 | 3,989股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.21% | 0.21% | $110.3万 | 2,796股 | $110.0万 | 2,795股 | +1股+0.04% | 加仓 |
| HH & E EQUIPMENT SERVICES INC |
| 0.2% | 0.19% | $105.5万 | 3.0万股 | $101.2万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.19% | 0.19% | $101.8万 | 9,322股 | $101.6万 | 8,990股 | +332股+3.69% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.18% | 0.13% | $95.3万 | 1.2万股 | $71.9万 | 9,068股 | +3,110股+34.30% | 加仓 |
| V先锋领航·MIDVO |
| 0.16% | 0.16% | $86.3万 | 3,644股 | $84.5万 | 3,559股 | +85股+2.39% | 加仓 |
| V先锋领航指数基金VB |
| 0.16% | 0.16% | $84.7万 | 3,875股 | $87.3万 | 3,875股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.16% | 0.07% | $83.3万 | 6,527股 | $38.0万 | 2,965股 | +3,562股+120.13% | 加仓 |
| IiShares安硕信托EFG |
| 0.16% | 0.16% | $82.9万 | 7,785股 | $83.5万 | 7,785股 | 00.00% | 持仓不变 |
 VisaV |
| 0.15% | 0.04% | $80.4万 | 3,607股 | $23.4万 | 1,000股 | +2,607股+260.70% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.13% | 0.16% | $67.8万 | 5,885股 | $86.6万 | 7,501股 | -1,616股-21.54% | 减仓 |
| IiShares安硕·COREIJH |
| 0.11% | 0.11% | $60.8万 | 2,310股 | $56.6万 | 2,108股 | +202股+9.58% | 加仓 |
 特斯拉TSLA |
| 0.11% | — | $59.6万 | 768股 | $0 | 0股 | +768股 | 新买入 |
 ZoomZM |
| 0.11% | — | $59.1万 | 2,260股 | $0 | 0股 | +2,260股 | 新买入 |
