| IiShares安硕·RUSSELLIWF |
| 17.54% | 18.09% | $2,844.0万 | 9.7万股 | $2,649.5万 | 10.0万股 | -3,017股-3.03% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 13.65% | 14% | $2,212.1万 | 82.3万股 | $2,050.2万 | 82.6万股 | -3,411股-0.41% | 减仓 |
| IiShares安硕信托IVV |
| 9% | 9.11% | $1,458.8万 | 3.1万股 | $1,333.5万 | 3.1万股 | +16股+0.05% | 加仓 |
| IiShares安硕信托LQD |
| 5.87% | 5.86% | $951.0万 | 8.7万股 | $858.8万 | 8.4万股 | +3,030股+3.60% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.67% | 5.94% | $918.9万 | 11.9万股 | $869.8万 | 11.6万股 | +3,485股+3.01% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.07% | 4.95% | $822.7万 | 14.3万股 | $724.2万 | 13.8万股 | +4,879股+3.54% | 加仓 |
| G通用动力VTI |
| 4.38% | 4.39% | $709.5万 | 3.0万股 | $642.5万 | 3.0万股 | +235股+0.78% | 加仓 |
| V先锋领航·MIDVO |
| 3.85% | 3.74% | $623.6万 | 2.7万股 | $547.1万 | 2.6万股 | +1,118股+4.26% | 加仓 |
| IiShares安硕信托AGG |
| 3.49% | 3.56% | $565.3万 | 5.7万股 | $521.6万 | 5.5万股 | +1,960股+3.53% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.42% | 3.3% | $555.2万 | 19.7万股 | $482.9万 | 18.5万股 | +1.2万股+6.37% | 加仓 |
 波音BA |
| 3.19% | 2.8% | $517.6万 | 2.1万股 | $410.4万 | 2.1万股 | -280股-1.31% | 减仓 |
 罗克韦尔自动化ROK |
| 2.84% | 2.94% | $460.0万 | 1.5万股 | $431.3万 | 1.5万股 | +12股+0.08% | 加仓 |
| IiShares安硕信托IWD |
| 2.66% | 2.75% | $431.8万 | 2.6万股 | $402.6万 | 2.7万股 | -198股-0.75% | 减仓 |
| IiShares安硕信托USMV |
| 2.66% | 3.44% | $431.4万 | 5.5万股 | $503.6万 | 7.0万股 | -1.4万股-20.49% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 2.27% | 2.32% | $368.6万 | 8.8万股 | $340.4万 | 8.4万股 | +3,329股+3.95% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.87% | 0.25% | $303.4万 | 2.0万股 | $36.7万 | 2,593股 | +1.7万股+653.57% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.6% | 1.62% | $259.5万 | 1.0万股 | $236.7万 | 1.0万股 | +3股+0.03% | 加仓 |
| IiShares安硕信托IVW |
| 1.39% | 1.44% | $224.5万 | 3.1万股 | $210.5万 | 3.1万股 | +50股+0.16% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.29% | 1.26% | $208.9万 | 1.2万股 | $184.8万 | 1.2万股 | +34股+0.28% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.11% | 1.12% | $180.3万 | 9,303股 | $164.4万 | 9,303股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.74% | 0.75% | $119.9万 | 5,809股 | $109.8万 | 5,809股 | 00.00% | 持仓不变 |
 SKYWORKS SOLUTIONSSWKS |
| 0.72% | 0.78% | $117.4万 | 1.1万股 | $114.0万 | 1.2万股 | -187股-1.62% | 减仓 |
 苹果AAPL |
| 0.71% | 0.8% | $115.2万 | 6,333股 | $117.8万 | 6,881股 | -548股-7.96% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.46% | 0.48% | $74.9万 | 3,084股 | $69.9万 | 3,119股 | -35股-1.12% | 减仓 |
 微软MSFT |
| 0.43% | 0.28% | $69.1万 | 1,877股 | $40.8万 | 1,291股 | +586股+45.39% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.42% | 0.42% | $67.9万 | 4,509股 | $61.5万 | 4,539股 | -30股-0.66% | 减仓 |
 雷神技术RTX |
| 0.41% | 0.39% | $66.4万 | 7,776股 | $56.8万 | 7,894股 | -118股-1.49% | 减仓 |
 默沙东MRK |
| 0.38% | 0.37% | $62.3万 | 5,322股 | $54.8万 | 5,321股 | +1股+0.02% | 加仓 |
 联合健康UNH |
| 0.33% | 0.34% | $54.0万 | 991股 | $50.0万 | 991股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.24% | 0.24% | $38.3万 | 821股 | $35.1万 | 820股 | +1股+0.12% | 加仓 |
 万豪MAR |
| 0.23% | 0.23% | $38.0万 | 1,726股 | $33.9万 | 1,722股 | +4股+0.23% | 加仓 |
 爱迪生国际EIX |
| 0.23% | 0.22% | $36.5万 | 5,049股 | $32.0万 | 5,049股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.22% | 0.27% | $36.2万 | 1,521股 | $40.1万 | 1,604股 | -83股-5.17% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.2% | — | $33.1万 | 4,596股 | $0 | 0股 | +4,596股 | 新买入 |
 宝洁PG |
| 0.19% | 0.21% | $31.4万 | 2,112股 | $30.8万 | 2,112股 | 00.00% | 持仓不变 |
| IiShares安硕EUSA |
| 0.18% | 0.18% | $29.5万 | 3,572股 | $26.9万 | 3,572股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 0.17% | 0.19% | $28.0万 | 5,047股 | $27.8万 | 5,042股 | +5股+0.10% | 加仓 |
| IiShares安硕信托MTUM |
| 0.17% | 0.2% | $27.5万 | 1,805股 | $29.0万 | 2,075股 | -270股-13.01% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.15% | 0.16% | $24.8万 | 681股 | $23.9万 | 681股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.15% | 0.18% | $24.2万 | 1,606股 | $27.1万 | 1,606股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.15% | 0.14% | $23.7万 | 2,731股 | $20.6万 | 2,718股 | +13股+0.48% | 加仓 |
| SSPDR黄金信托GLD |
| 0.14% | 0.14% | $23.1万 | 1,222股 | $20.5万 | 1,193股 | +29股+2.43% | 加仓 |
| IiShares安硕·COREIJR |
| 0.14% | 0.14% | $22.7万 | 2,173股 | $20.5万 | 2,170股 | +3股+0.14% | 加仓 |
