| I景顺QQQ信托VOO |
| 2.56% | 1.95% | $5,082.6万 | 6.9万股 | $4,006.7万 | 6.9万股 | -399股-0.57% | 减仓 |
| V先锋领航指数基金VUG |
| 2.48% | 2.08% | $4,923.5万 | 57.2万股 | $4,264.9万 | 9.8万股 | +47.4万股+485.37% | 加仓 |
| G通用动力VTI |
| 2.3% | 2.35% | $4,563.6万 | 12.3万股 | $4,822.8万 | 15.0万股 | -2.7万股-17.96% | 减仓 |
 苹果AAPL |
| 2.17% | 1.99% | $4,296.0万 | 14.8万股 | $4,092.9万 | 16.1万股 | -1.3万股-7.94% | 减仓 |
| S道富SPYM |
| 2.06% | 1.63% | $4,081.7万 | 46.4万股 | $3,340.7万 | 43.6万股 | +2.8万股+6.41% | 加仓 |
 英伟达NVDA |
| 1.75% | 1.5% | $3,462.6万 | 17.3万股 | $3,088.0万 | 17.7万股 | -4,011股-2.27% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 1.48% | 1.04% | $2,938.0万 | 10.3万股 | $2,128.3万 | 10.2万股 | +580股+0.57% | 加仓 |
| V先锋领航指数基金VOO |
| 1.48% | 1.26% | $2,927.2万 | 4.3万股 | $2,595.0万 | 4.3万股 | -807股-1.86% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.38% | 1.24% | $2,732.7万 | 11.5万股 | $2,543.5万 | 11.8万股 | -2,777股-2.35% | 减仓 |
| S嘉信策略信托SCHD |
| 1.31% | 1.64% | $2,601.6万 | 82.0万股 | $3,369.7万 | 109.8万股 | -27.8万股-25.30% | 减仓 |
 微软MSFT |
| 1.3% | 1.32% | $2,570.6万 | 6.9万股 | $2,705.4万 | 7.3万股 | -4,171股-5.71% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.25% | 0.99% | $2,482.9万 | 15.7万股 | $2,024.8万 | 13.7万股 | +2.0万股+14.92% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.1% | 0.89% | $2,173.9万 | 25.4万股 | $1,830.9万 | 23.7万股 | +1.7万股+7.09% | 加仓 |
| V先锋领航·TOTALBND |
| 1.01% | 0.81% | $1,995.8万 | 27.2万股 | $1,665.7万 | 22.6万股 | +4.6万股+20.19% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.96% | 0.79% | $1,906.6万 | 23.3万股 | $1,632.8万 | 23.0万股 | +2,411股+1.05% | 加仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.8% | $1,708.9万 | 2.3万股 | $1,648.3万 | 2.5万股 | -2,415股-9.57% | 减仓 |
 博通AVGO |
| 0.82% | 0.64% | $1,618.7万 | 4.3万股 | $1,323.8万 | 4.3万股 | +81股+0.19% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.7% | $1,455.6万 | 6.1万股 | $1,433.8万 | 6.9万股 | -7,773股-11.29% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.62% | $1,452.0万 | 4.1万股 | $1,270.5万 | 4.4万股 | -3,196股-7.22% | 减仓 |
 好市多COST |
| 0.7% | 0.7% | $1,382.8万 | 1.5万股 | $1,442.9万 | 1.4万股 | +301股+2.08% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.66% | 0.55% | $1,306.0万 | 38.6万股 | $1,122.9万 | 38.5万股 | +468股+0.12% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.66% | 0.61% | $1,304.1万 | 16.1万股 | $1,254.2万 | 18.4万股 | -2.3万股-12.42% | 减仓 |
| S嘉信·USSCHX |
| 0.65% | 0.51% | $1,286.7万 | 43.7万股 | $1,047.9万 | 40.9万股 | +2.9万股+6.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.69% | $1,272.7万 | 1.7万股 | $1,425.7万 | 2.2万股 | -4,880股-22.26% | 减仓 |
 VanEck ETF信托SMH |
| 0.64% | 0.38% | $1,260.2万 | 1.9万股 | $780.6万 | 2.0万股 | -1,147股-5.63% | 减仓 |
 科磊KLAC |
| 0.6% | 0.33% | $1,189.9万 | 3.9万股 | $673.8万 | 4,576股 | +3.5万股+761.87% | 加仓 |
 卡特彼勒CAT |
| 0.59% | 0.41% | $1,177.5万 | 1.1万股 | $851.0万 | 1.2万股 | -956股-7.96% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.59% | 0.5% | $1,174.5万 | 26.5万股 | $1,022.9万 | 26.3万股 | +1,531股+0.58% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.58% | 0.59% | $1,157.5万 | 25.4万股 | $1,214.0万 | 26.6万股 | -1.2万股-4.39% | 减仓 |
| IiShares安硕信托SGOV |
| 0.57% | 0.83% | $1,139.9万 | 11.3万股 | $1,706.2万 | 17.0万股 | -5.6万股-33.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.57% | $1,121.3万 | 2.2万股 | $1,174.5万 | 2.5万股 | -2,101股-8.57% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.56% | 0.5% | $1,101.3万 | 21.8万股 | $1,032.5万 | 20.7万股 | +1.1万股+5.20% | 加仓 |
| SSPDR道富系列信托SPLB |
| 0.55% | 0.46% | $1,085.7万 | 48.5万股 | $951.2万 | 42.8万股 | +5.7万股+13.22% | 加仓 |
| IiShares安硕信托IUSB |
| 0.54% | 0.91% | $1,077.9万 | 23.4万股 | $1,861.1万 | 40.3万股 | -16.9万股-42.03% | 减仓 |
| V先锋领航指数基金VTV |
| 0.54% | 0.49% | $1,075.3万 | 4.9万股 | $1,013.6万 | 5.2万股 | -2,323股-4.50% | 减仓 |
| C资本集团股息价值CCBG |
| 0.52% | 0.4% | $1,038.6万 | 21.1万股 | $822.2万 | 19.3万股 | +1.7万股+9.05% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.52% | 0.49% | $1,026.9万 | 21.9万股 | $1,009.1万 | 21.5万股 | +4,444股+2.07% | 加仓 |
 摩根大通JPM |
| 0.51% | 0.53% | $1,021.4万 | 3.1万股 | $1,082.4万 | 3.7万股 | -5,592股-15.20% | 减仓 |
 谷歌AGOOGL |
| 0.49% | 0.39% | $965.2万 | 2.7万股 | $807.3万 | 2.8万股 | -1,063股-3.79% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.47% | 0.38% | $941.7万 | 11.2万股 | $786.2万 | 10.5万股 | +7,753股+7.41% | 加仓 |
| IiShares安硕信托AGG |
| 0.47% | 0.56% | $939.3万 | 9.5万股 | $1,155.5万 | 11.6万股 | -2.2万股-18.47% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.47% | 0.35% | $927.1万 | 1.4万股 | $722.4万 | 2.2万股 | -7,511股-34.17% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.45% | 0.38% | $894.3万 | 33.7万股 | $783.6万 | 29.9万股 | +3.8万股+12.75% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.45% | 0.37% | $885.1万 | 13.0万股 | $764.0万 | 13.1万股 | -1,167股-0.89% | 减仓 |
| IiShares安硕信托IEI |
| 0.45% | 0.85% | $883.7万 | 7.5万股 | $1,755.7万 | 14.8万股 | -7.3万股-49.17% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.42% | 0.37% | $840.7万 | 8.9万股 | $758.5万 | 7.9万股 | +9,419股+11.85% | 加仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 0.42% | 0.34% | $828.8万 | 14.2万股 | $689.8万 | 13.2万股 | +1.1万股+8.18% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.24% | $828.5万 | 7,052股 | $502.7万 | 5,759股 | +1,293股+22.45% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.42% | 0.46% | $824.4万 | 10.0万股 | $946.3万 | 11.9万股 | -1.9万股-16.08% | 减仓 |
| I景顺自营指数基金IUS |
| 0.41% | 0.32% | $815.0万 | 12.4万股 | $656.8万 | 11.3万股 | +1.1万股+9.57% | 加仓 |
