| G通用动力VTI |
| 19.09% | 18.77% | $7,424.7万 | 20.1万股 | $6,450.2万 | 20.1万股 | -415股-0.21% | 减仓 |
| S嘉信策略信托SCHD |
| 11.71% | 12.84% | $4,553.1万 | 143.6万股 | $4,411.0万 | 143.8万股 | -1,893股-0.13% | 减仓 |
| I景顺交易所交易基金IIIDHQ |
| 9.33% | 8.46% | $3,629.9万 | 83.0万股 | $2,907.1万 | 82.2万股 | +8,519股+1.04% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 9.26% | 9.24% | $3,600.7万 | 58.8万股 | $3,175.1万 | 58.2万股 | +6,018股+1.03% | 加仓 |
| V先锋领航全球基金ESGV |
| 6.87% | 6.61% | $2,673.8万 | 20.2万股 | $2,270.9万 | 20.2万股 | -79股-0.04% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 3.45% | 3.42% | $1,341.0万 | 30.2万股 | $1,174.7万 | 30.2万股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 GARP ETFSPGP |
| 3.17% | 3.85% | $1,233.1万 | 10.1万股 | $1,321.4万 | 12.3万股 | -2.2万股-17.88% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.96% | 3.37% | $1,151.4万 | 6.4万股 | $1,158.9万 | 7.0万股 | -6,448股-9.20% | 减仓 |
| V先锋领航指数基金VOO |
| 2.81% | 2.7% | $1,091.4万 | 1.6万股 | $927.3万 | 1.6万股 | +372股+2.40% | 加仓 |
| IiShares安硕信托SGOV |
| 2.53% | 3.6% | $982.9万 | 9.8万股 | $1,237.4万 | 12.3万股 | -2.5万股-20.58% | 减仓 |
| IiShares安硕信托IWV |
| 2.35% | 2.28% | $913.3万 | 2.1万股 | $784.8万 | 2.1万股 | +248股+1.17% | 加仓 |
| I景顺·S&PSPHQ |
| 2.31% | 2.18% | $898.0万 | 10.0万股 | $749.4万 | 10.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.53% | 1.33% | $595.3万 | 1.7万股 | $456.0万 | 1.6万股 | +799股+5.04% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 1.52% | 1.6% | $589.7万 | 6.7万股 | $549.0万 | 6.7万股 | +1股+0.00% | 加仓 |
 ALTRIAMO |
| 1.35% | 1.57% | $526.0万 | 7.3万股 | $538.8万 | 8.2万股 | -8,548股-10.47% | 减仓 |
| I景顺·S&PIDMO |
| 1.19% | 0.78% | $462.8万 | 7.7万股 | $268.0万 | 4.9万股 | +2.8万股+57.07% | 加仓 |
 英伟达NVDA |
| 1.03% | 0.88% | $402.0万 | 2.0万股 | $303.7万 | 1.7万股 | +2,677股+15.37% | 加仓 |
 亚马逊AMZN |
| 1.02% | 0.99% | $397.5万 | 1.7万股 | $341.6万 | 1.6万股 | +276股+1.68% | 加仓 |
 苹果AAPL |
| 1.01% | 0.88% | $392.2万 | 1.4万股 | $300.9万 | 1.2万股 | +1,696股+14.30% | 加仓 |
| EEldridge BBB-B CLO ETFCLOZ |
| 0.81% | 0.86% | $313.7万 | 11.9万股 | $297.0万 | 11.6万股 | +2,953股+2.55% | 加仓 |
| IiShares安硕信托GARP |
| 0.71% | 0.59% | $277.6万 | 3.4万股 | $204.2万 | 3.2万股 | +1,704股+5.34% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.66% | — | $255.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕EWJ |
| 0.63% | 0.64% | $244.7万 | 2.6万股 | $221.5万 | 2.6万股 | 00.00% | 持仓不变 |
| IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO |
| 0.62% | 0.7% | $240.0万 | 9.4万股 | $239.3万 | 9.4万股 | 00.00% | 持仓不变 |
 MONDELEZ INTL CL AMDLZ |
| 0.6% | 0.71% | $233.2万 | 4.0万股 | $243.3万 | 4.2万股 | -1,903股-4.51% | 减仓 |
 微软MSFT |
| 0.57% | 0.5% | $220.3万 | 5,905股 | $173.2万 | 4,679股 | +1,226股+26.20% | 加仓 |
 Meta平台META |
| 0.54% | 0.54% | $212.0万 | 3,763股 | $186.3万 | 3,256股 | +507股+15.57% | 加仓 |
| I景顺QQQ信托VOO |
| 0.48% | 0.43% | $186.3万 | 2,530股 | $148.1万 | 2,565股 | -35股-1.36% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.45% | 0.44% | $175.0万 | 4,784股 | $152.2万 | 4,784股 | 00.00% | 持仓不变 |
| WWESTERN MIDSTREAM PAR LPWES |
| 0.39% | 0.33% | $151.2万 | 3.5万股 | $114.0万 | 2.8万股 | +6,840股+24.69% | 加仓 |
 美国合众银行USB |
| 0.33% | 0.34% | $128.4万 | 2.1万股 | $117.3万 | 2.3万股 | -1,300股-5.76% | 减仓 |
 阿斯麦ASML |
| 0.31% | 0.23% | $120.8万 | 607股 | $80.2万 | 607股 | 00.00% | 持仓不变 |
| IiShares安硕EWC |
| 0.31% | 0.33% | $119.1万 | 2.1万股 | $113.2万 | 2.1万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.3% | 0.3% | $117.7万 | 1.6万股 | $104.0万 | 1.1万股 | +5,675股+52.48% | 加仓 |
 SITIMESITM |
| 0.3% | 0.07% | $116.5万 | 1,562股 | $23.7万 | 686股 | +876股+127.70% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.3% | 0.31% | $116.4万 | 2.5万股 | $105.4万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.29% | 0.27% | $112.0万 | 1.6万股 | $93.0万 | 1.6万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.28% | — | $109.4万 | 3,671股 | $0 | 0股 | +3,671股 | 新买入 |
| BBOOST RUN INCBRUN |
| 0.27% | — | $104.3万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| IiShares黄金信托IAU |
| 0.26% | 0.34% | $100.9万 | 1.3万股 | $117.8万 | 1.3万股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 0.26% | — | $99.8万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 0.25% | 0.26% | $98.7万 | 4,639股 | $89.0万 | 4,639股 | 00.00% | 持仓不变 |
| TTRANSOCEANRIG |
| 0.25% | 0.33% | $97.3万 | 19.9万股 | $114.0万 | 17.2万股 | +2.7万股+15.82% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.25% | 0.23% | $96.1万 | 3,197股 | $79.3万 | 3,197股 | 00.00% | 持仓不变 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.23% | 0.23% | $89.6万 | 9,967股 | $78.8万 | 9,967股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONG |
| 0.23% | 0.21% | $88.1万 | 6,894股 | $73.4万 | 6,690股 | +204股+3.05% | 加仓 |
| FFLEXSHARES QUALITYQDEF |
| 0.21% | 0.22% | $83.3万 | 9,576股 | $76.4万 | 9,576股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.19% | 0.21% | $75.8万 | 4,798股 | $71.1万 | 4,798股 | 00.00% | 持仓不变 |
| RRHRH |
| 0.19% | 0.19% | $75.3万 | 4,569股 | $63.9万 | 4,569股 | 00.00% | 持仓不变 |
| GGLASS HOUSE BRANDS INCGLAS |
| 0.19% | — | $73.1万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
