| SSPDR标普500 ETFSPY |
| 14.39% | 14.36% | $6.82亿 | 91.4万股 | $6.01亿 | 92.5万股 | -1.1万股-1.17% | 减仓 |
| IiShares安硕·COREIJR |
| 5.94% | 5.72% | $2.81亿 | 213.6万股 | $2.39亿 | 212.1万股 | +1.5万股+0.72% | 加仓 |
| IiShares安硕IEMG |
| 5.18% | 4.93% | $2.45亿 | 306.8万股 | $2.06亿 | 295.7万股 | +11.1万股+3.75% | 加仓 |
| IiShares安硕·COREIJH |
| 4.98% | 5.01% | $2.36亿 | 319.9万股 | $2.10亿 | 321.3万股 | -1.4万股-0.44% | 减仓 |
| IiShares安硕信托IVV |
| 3.86% | 3.75% | $1.83亿 | 32.9万股 | $1.57亿 | 32.0万股 | +8,274股+2.58% | 加仓 |
| PPROLOGIS COMPLD |
| 3.53% | 3.91% | $1.68亿 | 123.7万股 | $1.64亿 | 123.9万股 | -1,597股-0.13% | 减仓 |
 礼来LLY |
| 3.29% | 2.89% | $1.56亿 | 13.0万股 | $1.21亿 | 13.2万股 | -1,398股-1.06% | 减仓 |
 苹果AAPL |
| 3.15% | 3.19% | $1.49亿 | 51.6万股 | $1.34亿 | 52.8万股 | -1.2万股-2.23% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.91% | 3.06% | $1.38亿 | 312.7万股 | $1.28亿 | 290.6万股 | +22.0万股+7.59% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.62% | 2.71% | $1.24亿 | 58.4万股 | $1.14亿 | 59.2万股 | -7,790股-1.32% | 减仓 |
 英伟达NVDA |
| 2.05% | 2.01% | $9,730.3万 | 48.7万股 | $8,400.1万 | 48.2万股 | +4,965股+1.03% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.97% | 2.61% | $9,328.0万 | 173.4万股 | $1.09亿 | 199.0万股 | -25.5万股-12.84% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.8% | 1.99% | $8,532.6万 | 198.6万股 | $8,319.5万 | 193.4万股 | +5.2万股+2.67% | 加仓 |
| V先锋领航指数基金VOO |
| 1.76% | 1.65% | $8,358.4万 | 12.2万股 | $6,895.3万 | 11.5万股 | +6,307股+5.47% | 加仓 |
| IiShares安硕信托IEFA |
| 1.67% | 1.73% | $7,941.6万 | 117.1万股 | $7,252.4万 | 113.3万股 | +3.8万股+3.33% | 加仓 |
 谷歌AGOOGL |
| 1.42% | 1.25% | $6,712.2万 | 18.8万股 | $5,249.6万 | 18.3万股 | +5,267股+2.89% | 加仓 |
 微软MSFT |
| 1.41% | 1.56% | $6,691.9万 | 18.0万股 | $6,535.4万 | 17.7万股 | +3,192股+1.81% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.33% | 1.41% | $6,324.2万 | 60.9万股 | $5,919.5万 | 60.9万股 | -641股-0.11% | 减仓 |
 亚马逊AMZN |
| 1.27% | 1.27% | $6,000.2万 | 25.2万股 | $5,294.2万 | 25.5万股 | -2,377股-0.93% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.17% | 1.29% | $5,552.8万 | 11.1万股 | $5,409.5万 | 11.3万股 | -1,917股-1.70% | 减仓 |
 摩根大通JPM |
| 0.9% | 0.92% | $4,277.0万 | 13.1万股 | $3,862.2万 | 13.1万股 | -637股-0.49% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.88% | 1.64% | $4,152.7万 | 58.3万股 | $6,878.0万 | 92.5万股 | -34.2万股-37.00% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.87% | 0.86% | $4,121.4万 | 57.8万股 | $3,586.6万 | 56.0万股 | +1.9万股+3.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 0.79% | $3,995.2万 | 11.3万股 | $3,306.3万 | 11.5万股 | -2,224股-1.93% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.79% | 0.83% | $3,745.7万 | 62.8万股 | $3,483.1万 | 64.4万股 | -1.7万股-2.62% | 减仓 |
 卡特彼勒CAT |
| 0.75% | 0.37% | $3,534.0万 | 3.3万股 | $1,565.3万 | 2.2万股 | +1.1万股+50.16% | 加仓 |
| PPGIM ULTRAPULS |
| 0.71% | 0.73% | $3,347.7万 | 67.6万股 | $3,053.7万 | 61.7万股 | +5.9万股+9.52% | 加仓 |
| I景顺QQQ信托VOO |
| 0.67% | 0.59% | $3,157.8万 | 4.3万股 | $2,470.7万 | 4.3万股 | +267股+0.62% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.64% | 0.61% | $3,014.7万 | 10.0万股 | $2,555.4万 | 10.3万股 | -2,700股-2.62% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.62% | 0.57% | $2,947.8万 | 26.7万股 | $2,399.5万 | 24.7万股 | +2.0万股+8.28% | 加仓 |
 Meta平台META |
| 0.55% | 0.61% | $2,600.0万 | 4.6万股 | $2,535.6万 | 4.4万股 | +1,834股+4.13% | 加仓 |
 特斯拉TSLA |
| 0.51% | 0.48% | $2,425.1万 | 5.8万股 | $2,000.7万 | 5.4万股 | +3,938股+7.32% | 加仓 |
 博通AVGO |
| 0.45% | 0.38% | $2,138.2万 | 5.7万股 | $1,599.8万 | 5.2万股 | +4,388股+8.37% | 加仓 |
 VisaV |
| 0.39% | 0.37% | $1,836.3万 | 5.4万股 | $1,541.5万 | 5.1万股 | +2,518股+4.94% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.36% | 0.32% | $1,719.5万 | 13.8万股 | $1,330.1万 | 3.1万股 | +10.7万股+343.92% | 加仓 |
 强生JNJ |
| 0.34% | 0.36% | $1,589.2万 | 6.3万股 | $1,522.8万 | 6.2万股 | +278股+0.45% | 加仓 |
 台积电TSM |
| 0.32% | 0.28% | $1,515.2万 | 3.2万股 | $1,186.8万 | 3.5万股 | -3,390股-9.65% | 减仓 |
| G通用动力VTI |
| 0.31% | 0.32% | $1,452.7万 | 3.9万股 | $1,335.7万 | 4.2万股 | -2,379股-5.71% | 减仓 |
| S道富SPSM |
| 0.29% | 0.29% | $1,388.4万 | 24.1万股 | $1,202.0万 | 24.9万股 | -8,002股-3.22% | 减仓 |
 埃克森美孚XOM |
| 0.29% | 0.41% | $1,372.7万 | 10.0万股 | $1,721.6万 | 10.1万股 | -1,064股-1.05% | 减仓 |
 沃尔玛WMT |
| 0.27% | 0.33% | $1,261.4万 | 11.1万股 | $1,390.5万 | 11.2万股 | -518股-0.46% | 减仓 |
 艾伯维ABBV |
| 0.25% | 0.24% | $1,207.4万 | 4.8万股 | $989.7万 | 4.6万股 | +2,473股+5.43% | 加仓 |
 美光科技MU |
| 0.25% | 0.06% | $1,204.1万 | 1.0万股 | $244.5万 | 7,237股 | +3,195股+44.15% | 加仓 |
| IiShares安硕信托IWD |
| 0.25% | 0.24% | $1,182.9万 | 4.9万股 | $1,005.5万 | 4.7万股 | +1,736股+3.69% | 加仓 |
 甲骨文ORCL |
| 0.25% | 0.27% | $1,182.5万 | 8.1万股 | $1,134.3万 | 7.7万股 | +3,584股+4.65% | 加仓 |
 宝洁PG |
| 0.24% | 0.29% | $1,149.2万 | 7.8万股 | $1,210.6万 | 8.4万股 | -5,448股-6.50% | 减仓 |
 Merchants Bancorp Ordinary SharesMBIN |
| 0.24% | 0.24% | $1,135.0万 | 22.7万股 | $1,008.8万 | 23.5万股 | -8,102股-3.45% | 减仓 |
 英特尔INTC |
| 0.24% | 0.08% | $1,133.4万 | 8.1万股 | $326.9万 | 7.4万股 | +7,095股+9.58% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.23% | 0.22% | $1,081.3万 | 33.4万股 | $928.4万 | 33.3万股 | +890股+0.27% | 加仓 |
| V先锋领航指数基金VUG |
| 0.22% | 0.21% | $1,051.4万 | 12.2万股 | $888.2万 | 2.0万股 | +10.2万股+500.23% | 加仓 |
