| IiShares安硕信托IVV |
| 33.36% | 32.89% | $1.26亿 | 29.4万股 | $1.13亿 | 28.4万股 | +1.0万股+3.59% | 加仓 |
| S道富SPAB |
| 9.42% | 9.86% | $3,572.1万 | 119.0万股 | $3,385.1万 | 114.2万股 | +4.8万股+4.18% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 8.72% | 8.46% | $3,304.9万 | 24.9万股 | $2,907.0万 | 23.9万股 | +1.0万股+4.27% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 7.13% | 7.24% | $2,703.0万 | 47.1万股 | $2,485.2万 | 45.0万股 | +2.0万股+4.54% | 加仓 |
| IiShares安硕信托IWV |
| 4.25% | 4.51% | $1,611.1万 | 6.3万股 | $1,548.0万 | 6.5万股 | -2,296股-3.52% | 减仓 |
| IiShares安硕信托EFV |
| 3.86% | 3.97% | $1,464.8万 | 28.3万股 | $1,364.3万 | 26.8万股 | +1.6万股+5.82% | 加仓 |
| IiShares安硕信托MTUM |
| 3.54% | 3.41% | $1,340.1万 | 7.7万股 | $1,171.7万 | 7.3万股 | +4,036股+5.53% | 加仓 |
| IiShares安硕信托USMV |
| 3.51% | 3.44% | $1,331.0万 | 18.1万股 | $1,181.2万 | 17.1万股 | +9,673股+5.64% | 加仓 |
| IiShares安硕信托IQLT |
| 3.45% | 3.39% | $1,306.1万 | 33.9万股 | $1,164.6万 | 32.0万股 | +1.9万股+5.84% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 3.37% | 3.38% | $1,279.1万 | 19.3万股 | $1,160.4万 | 18.4万股 | +8,322股+4.51% | 加仓 |
| IiShares安硕信托CMF |
| 2.28% | 2.59% | $863.3万 | 13.8万股 | $890.2万 | 14.3万股 | -5,528股-3.86% | 减仓 |
| IiShares安硕信托IEFA |
| 1.87% | 1.87% | $707.8万 | 9.4万股 | $641.6万 | 8.9万股 | +5,501股+6.18% | 加仓 |
 苹果AAPL |
| 1.26% | 1.22% | $477.6万 | 3.5万股 | $420.1万 | 3.4万股 | +468股+1.36% | 加仓 |
| IiShares安硕信托ITOT |
| 1.23% | 1.33% | $465.2万 | 4.7万股 | $457.7万 | 5.0万股 | -2,769股-5.55% | 减仓 |
| IiShares安硕IEMG |
| 1.07% | 1.07% | $404.0万 | 6.0万股 | $367.7万 | 5.7万股 | +3,131股+5.46% | 加仓 |
| IiShares安硕·COREIJH |
| 1.05% | 1.1% | $399.6万 | 1.5万股 | $378.3万 | 1.5万股 | +330股+2.27% | 加仓 |
| IiShares安硕信托IUSB |
| 0.55% | 0.63% | $209.4万 | 3.9万股 | $215.4万 | 4.1万股 | -1,685股-4.14% | 减仓 |
| IiShares安硕信托IXUS |
| 0.4% | 0.46% | $152.6万 | 2.1万股 | $157.2万 | 2.2万股 | -1,518股-6.78% | 减仓 |
 亚马逊AMZN |
| 0.39% | 0.37% | $148.2万 | 431股 | $128.1万 | 415股 | +16股+3.86% | 加仓 |
 微软MSFT |
| 0.36% | 0.34% | $137.7万 | 5,087股 | $116.6万 | 4,949股 | +138股+2.79% | 加仓 |
| V先锋领航指数基金VOO |
| 0.36% | 0.36% | $137.3万 | 3,874股 | $124.4万 | 3,889股 | -15股-0.39% | 减仓 |
| F富达Covington信托FDVV |
| 0.36% | 0.38% | $135.0万 | 3.6万股 | $129.4万 | 3.6万股 | -542股-1.49% | 减仓 |
| FFS KKR CAPFSK |
| 0.33% | — | $124.0万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| Q高通QCOM |
| 0.3% | 0.29% | $114.4万 | 8,014股 | $101.0万 | 7,627股 | +387股+5.07% | 加仓 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 0.3% | 0.32% | $113.4万 | 2.7万股 | $110.6万 | 2.8万股 | -239股-0.86% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.29% | $109.8万 | 4,041股 | $98.6万 | 4,058股 | -17股-0.42% | 减仓 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 0.28% | 0.28% | $104.5万 | 2.1万股 | $97.2万 | 2.1万股 | -124股-0.58% | 减仓 |
| IiShares安硕信托IVW |
| 0.26% | 0.26% | $98.2万 | 1.4万股 | $89.7万 | 1.4万股 | -185股-1.35% | 减仓 |
 SEMPRA COMSRE |
| 0.25% | 0.28% | $94.3万 | 7,108股 | $97.1万 | 7,322股 | -214股-2.92% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.25% | 0.3% | $93.7万 | 2.0万股 | $102.6万 | 2.2万股 | -2,208股-9.83% | 减仓 |
 财捷INTU |
| 0.21% | 0.18% | $78.4万 | 1,600股 | $61.3万 | 1,600股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.2% | $74.8万 | 1,751股 | $69.3万 | 1,755股 | -4股-0.23% | 减仓 |
 家得宝HD |
| 0.19% | 0.19% | $73.1万 | 2,298股 | $66.9万 | 2,194股 | +104股+4.74% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.17% | 0.18% | $64.1万 | 1,859股 | $60.8万 | 1,850股 | +9股+0.49% | 加仓 |
 麦当劳MCD |
| 0.16% | 0.17% | $62.4万 | 2,710股 | $58.5万 | 2,612股 | +98股+3.75% | 加仓 |
 谷歌AGOOGL |
| 0.15% | 0.13% | $58.4万 | 238股 | $44.3万 | 216股 | +22股+10.19% | 加仓 |
 好市多COST |
| 0.15% | 0.14% | $56.3万 | 1,422股 | $48.9万 | 1,387股 | +35股+2.52% | 加仓 |
 强生JNJ |
| 0.15% | 0.16% | $55.0万 | 3,334股 | $54.4万 | 3,288股 | +46股+1.40% | 加仓 |
| V先锋领航指数基金VUG |
| 0.14% | 0.14% | $54.7万 | 1,905股 | $49.0万 | 1,905股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.14% | — | $51.8万 | 4,966股 | $0 | 0股 | +4,966股 | 新买入 |
| UU S GLOBAL INVS INCJETS |
| 0.12% | 0.15% | $45.9万 | 1.9万股 | $51.1万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.12% | 0.13% | $45.4万 | 8,788股 | $43.6万 | 8,850股 | -62股-0.70% | 减仓 |
| S嘉信策略信托SCHD |
| 0.12% | 0.1% | $45.1万 | 5,953股 | $34.7万 | 4,753股 | +1,200股+25.25% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.12% | 0.1% | $45.0万 | 4,713股 | $35.7万 | 4,073股 | +640股+15.71% | 加仓 |
| IiShares安硕信托AGG |
| 0.11% | 0.07% | $42.4万 | 3,673股 | $25.7万 | 2,264股 | +1,409股+62.23% | 加仓 |
 宝洁PG |
| 0.11% | 0.12% | $41.8万 | 3,087股 | $41.1万 | 3,020股 | +67股+2.22% | 加仓 |
| IiShares安硕信托REET |
| 0.11% | 0.11% | $41.7万 | 1.5万股 | $38.1万 | 1.5万股 | +156股+1.05% | 加仓 |
 Meta平台META |
| 0.11% | 0.09% | $41.3万 | 1,186股 | $31.2万 | 1,055股 | +131股+12.42% | 加仓 |
| IiShares安硕信托HYG |
| 0.11% | 0.12% | $40.5万 | 4,605股 | $40.0万 | 4,596股 | +9股+0.20% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.1% | 0.11% | $39.6万 | 7,435股 | $39.3万 | 7,541股 | -106股-1.41% | 减仓 |
