| IiShares安硕信托IVV |
| 6.86% | 3.53% | $7.08亿 | 94.6万股 | $3.05亿 | 46.7万股 | +47.9万股+102.55% | 加仓 |
| G通用动力VTI |
| 3.81% | 4.02% | $3.94亿 | 106.4万股 | $3.48亿 | 108.4万股 | -2.0万股-1.83% | 减仓 |
| IiShares安硕信托AGG |
| 3.64% | 4.22% | $3.76亿 | 379.6万股 | $3.65亿 | 367.9万股 | +11.7万股+3.17% | 加仓 |
| IiShares安硕信托IEFA |
| 2.59% | 0.67% | $2.68亿 | 277.1万股 | $5,773.4万 | 63.8万股 | +213.3万股+334.50% | 加仓 |
| S嘉信·USSCHX |
| 2.48% | 2.64% | $2.56亿 | 870.5万股 | $2.28亿 | 890.1万股 | -19.6万股-2.20% | 减仓 |
| IiShares安硕信托ITOT |
| 2.41% | 2.66% | $2.49亿 | 151.7万股 | $2.30亿 | 161.6万股 | -9.9万股-6.14% | 减仓 |
 英伟达NVDA |
| 2.2% | 2.28% | $2.27亿 | 114.0万股 | $1.97亿 | 113.8万股 | +1,143股+0.10% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.19% | — | $2.26亿 | 176.3万股 | $0 | 0股 | +176.3万股 | 新买入 |
 苹果AAPL |
| 2.15% | 2.29% | $2.22亿 | 76.7万股 | $1.98亿 | 78.0万股 | -1.3万股-1.71% | 减仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 1.83% | 1.05% | $1.89亿 | 413.6万股 | $9,112.6万 | 198.7万股 | +214.9万股+108.15% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 1.62% | 1.84% | $1.67亿 | 188.8万股 | $1.59亿 | 192.7万股 | -3.9万股-2.02% | 减仓 |
| I景顺QQQ信托VOO |
| 1.43% | 1.36% | $1.48亿 | 20.0万股 | $1.18亿 | 20.4万股 | -4,026股-1.97% | 减仓 |
| V先锋领航指数基金VTV |
| 1.4% | 1.54% | $1.44亿 | 66.1万股 | $1.33亿 | 67.7万股 | -1.5万股-2.29% | 减仓 |
| F富达Covington信托FESM |
| 1.35% | 1.37% | $1.40亿 | 289.1万股 | $1.18亿 | 311.3万股 | -22.3万股-7.15% | 减仓 |
| IiShares安硕信托IXUS |
| 1.3% | 1.17% | $1.34亿 | 140.4万股 | $1.01亿 | 116.4万股 | +24.1万股+20.70% | 加仓 |
| V先锋领航指数基金VOO |
| 1.24% | 1.41% | $1.28亿 | 18.6万股 | $1.22亿 | 20.4万股 | -1.8万股-8.71% | 减仓 |
 微软MSFT |
| 1.19% | 1.39% | $1.23亿 | 33.0万股 | $1.20亿 | 32.8万股 | +2,100股+0.64% | 加仓 |
| S嘉信策略信托SCHF |
| 1.16% | 1.27% | $1.20亿 | 432.5万股 | $1.10亿 | 443.0万股 | -10.5万股-2.37% | 减仓 |
 亚马逊AMZN |
| 1.15% | 1.24% | $1.19亿 | 50.0万股 | $1.07亿 | 51.4万股 | -1.4万股-2.69% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.1% | 1.19% | $1.13亿 | 15.4万股 | $1.03亿 | 16.0万股 | -6,053股-3.78% | 减仓 |
| V先锋领航·TOTALBND |
| 1.03% | 1.2% | $1.06亿 | 144.3万股 | $1.03亿 | 140.4万股 | +3.9万股+2.80% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1% | 1.06% | $1.03亿 | 75.6万股 | $9,179.9万 | 77.5万股 | -1.9万股-2.41% | 减仓 |
 博通AVGO |
| 0.96% | 0.91% | $9,912.0万 | 26.8万股 | $7,860.0万 | 26.0万股 | +8,496股+3.27% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.96% | 1.09% | $9,871.2万 | 195.2万股 | $9,459.8万 | 189.6万股 | +5.5万股+2.93% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.93% | 1.02% | $9,592.2万 | 43.7万股 | $8,812.6万 | 45.9万股 | -2.2万股-4.85% | 减仓 |
 谷歌AGOOGL |
| 0.89% | 0.87% | $9,190.1万 | 25.7万股 | $7,518.0万 | 26.1万股 | -4,282股-1.64% | 减仓 |
| IiShares安硕信托IUSB |
| 0.74% | 0.02% | $7,651.3万 | 165.8万股 | $179.1万 | 3.9万股 | +161.9万股+4,175.42% | 加仓 |
 礼来LLY |
| 0.73% | 0.69% | $7,574.6万 | 6.3万股 | $5,992.9万 | 6.5万股 | -2,005股-3.08% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 0.71% | 0.74% | $7,349.6万 | 63.5万股 | $6,397.4万 | 65.5万股 | -1.9万股-2.95% | 减仓 |
| IiShares安硕IEMG |
| 0.71% | 0.72% | $7,312.9万 | 88.3万股 | $6,266.2万 | 89.8万股 | -1.6万股-1.74% | 减仓 |
| IiShares安硕·COREIJH |
| 0.71% | 0.12% | $7,290.6万 | 94.5万股 | $1,050.1万 | 15.6万股 | +79.0万股+508.00% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.7% | 0.7% | $7,243.8万 | 75.1万股 | $6,091.9万 | 75.6万股 | -5,275股-0.70% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.7% | 0.74% | $7,203.4万 | 212.9万股 | $6,363.0万 | 218.4万股 | -5.6万股-2.55% | 减仓 |
| IiShares安硕信托GVI |
| 0.67% | 0.79% | $6,928.2万 | 64.4万股 | $6,855.3万 | 64.6万股 | -2,048股-0.32% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.67% | 0.76% | $6,894.9万 | 142.4万股 | $6,602.8万 | 137.4万股 | +5.0万股+3.61% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.6% | $6,786.8万 | 19.2万股 | $5,158.5万 | 18.0万股 | +1.2万股+6.81% | 加仓 |
| S嘉信策略信托SCHM |
| 0.65% | 0.67% | $6,750.8万 | 183.1万股 | $5,802.5万 | 187.4万股 | -4.3万股-2.31% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.81% | $6,371.6万 | 56.3万股 | $6,977.1万 | 56.1万股 | +1,166股+0.21% | 加仓 |
| S嘉信·USSCHP |
| 0.6% | 0.7% | $6,156.9万 | 232.3万股 | $6,028.5万 | 226.6万股 | +5.8万股+2.55% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.59% | 0.64% | $6,120.8万 | 60.4万股 | $5,559.0万 | 58.8万股 | +1.6万股+2.77% | 加仓 |
 AMD超威AMD |
| 0.59% | 0.29% | $6,096.3万 | 10.5万股 | $2,484.7万 | 12.6万股 | -2.1万股-16.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.71% | $5,708.4万 | 11.4万股 | $6,112.8万 | 12.8万股 | -1.3万股-10.57% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.53% | 0.52% | $5,509.1万 | 108.9万股 | $4,483.9万 | 89.6万股 | +19.3万股+21.50% | 加仓 |
| AAvantis·U SAVUV |
| 0.53% | 0.56% | $5,446.9万 | 43.7万股 | $4,852.0万 | 43.9万股 | -2,622股-0.60% | 减仓 |
 GE VernovaGEV |
| 0.51% | 0.45% | $5,273.8万 | 4.5万股 | $3,850.4万 | 4.4万股 | +779股+1.77% | 加仓 |
| IiShares安硕信托USRT |
| 0.5% | 0.53% | $5,138.1万 | 77.3万股 | $4,581.6万 | 77.4万股 | -817股-0.11% | 减仓 |
 美光科技MU |
| 0.49% | 0.11% | $5,068.0万 | 4.4万股 | $980.1万 | 4.2万股 | +2,073股+4.92% | 加仓 |
 摩根大通JPM |
| 0.48% | 0.49% | $4,946.9万 | 15.1万股 | $4,250.4万 | 14.4万股 | +6,636股+4.59% | 加仓 |
| PPALMER SQUARE FUNDS TRPSQO |
| 0.48% | 0.57% | $4,946.8万 | 239.3万股 | $4,894.2万 | 238.5万股 | +8,169股+0.34% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.45% | 0.48% | $4,639.7万 | 19.6万股 | $4,187.2万 | 19.5万股 | +1,384股+0.71% | 加仓 |
