| SSPDR标普500 ETFSPY |
| 6.11% | 6.05% | $1.33亿 | 22.5万股 | $1.31亿 | 22.8万股 | -2,428股-1.07% | 减仓 |
| IiShares安硕信托SGOV |
| 5.51% | 5.88% | $1.20亿 | 119.2万股 | $1.27亿 | 126.4万股 | -7.2万股-5.66% | 减仓 |
| V先锋领航指数基金VOO |
| 4.91% | 4.68% | $1.07亿 | 19.8万股 | $1.01亿 | 19.2万股 | +6,271股+3.27% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.64% | 4.9% | $1.01亿 | 228.5万股 | $1.06亿 | 221.6万股 | +6.8万股+3.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.31% | 4.63% | $9,342.1万 | 195.4万股 | $1.00亿 | 190.0万股 | +5.4万股+2.82% | 加仓 |
| G通用动力VTI |
| 3.86% | 3.74% | $8,372.8万 | 28.9万股 | $8,105.4万 | 28.5万股 | +3,536股+1.24% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 3.17% | 3.1% | $6,884.0万 | 21.4万股 | $6,718.0万 | 21.4万股 | +1股+0.00% | 加仓 |
| V先锋领航·TOTALBND |
| 2.49% | 2.33% | $5,410.2万 | 75.2万股 | $5,050.4万 | 67.2万股 | +8.0万股+11.89% | 加仓 |
 苹果AAPL |
| 2.32% | 2.23% | $5,028.3万 | 20.1万股 | $4,821.2万 | 20.7万股 | -6,122股-2.96% | 减仓 |
| S嘉信策略信托SCHF |
| 2.12% | 2.54% | $4,598.3万 | 248.6万股 | $5,513.4万 | 134.1万股 | +114.5万股+85.38% | 加仓 |
 英伟达NVDA |
| 2.08% | 1.8% | $4,514.5万 | 33.6万股 | $3,894.0万 | 32.1万股 | +1.6万股+4.85% | 加仓 |
| S道富SPYX |
| 1.94% | 1.9% | $4,209.0万 | 87.4万股 | $4,125.4万 | 87.3万股 | +1,039股+0.12% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.87% | 2.29% | $4,049.3万 | 69.8万股 | $4,950.4万 | 81.9万股 | -12.1万股-14.79% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 1.73% | 1.98% | $3,758.8万 | 118.2万股 | $4,293.3万 | 122.5万股 | -4.3万股-3.50% | 减仓 |
 微软MSFT |
| 1.69% | 1.6% | $3,669.9万 | 8.7万股 | $3,464.5万 | 8.1万股 | +6,554股+8.14% | 加仓 |
| IiShares安硕信托IEFA |
| 1.6% | 1.83% | $3,480.4万 | 49.5万股 | $3,970.5万 | 50.9万股 | -1.3万股-2.65% | 减仓 |
| IiShares安硕信托GVI |
| 1.52% | 1.59% | $3,309.2万 | 31.1万股 | $3,437.8万 | 31.6万股 | -5,892股-1.86% | 减仓 |
| BBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITBEP |
| 1.42% | 1.83% | $3,072.2万 | 134.8万股 | $3,962.6万 | 140.6万股 | -5.8万股-4.13% | 减仓 |
 亚马逊AMZN |
| 1.23% | 0.97% | $2,659.8万 | 12.1万股 | $2,095.8万 | 11.2万股 | +8,757股+7.79% | 加仓 |
 博通AVGO |
| 1.16% | 0.55% | $2,512.1万 | 10.8万股 | $1,184.6万 | 6.9万股 | +4.0万股+57.78% | 加仓 |
| SSPDR道富指数基金EFAX |
| 1.15% | 1.26% | $2,493.3万 | 62.6万股 | $2,738.2万 | 62.6万股 | +263股+0.04% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.81% | 0.88% | $1,757.6万 | 23.2万股 | $1,917.0万 | 22.9万股 | +3,231股+1.41% | 加仓 |
| IiShares安硕·COREIJR |
| 0.78% | 0.8% | $1,682.3万 | 14.6万股 | $1,742.4万 | 14.9万股 | -2,968股-1.99% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.77% | 0.86% | $1,664.5万 | 21.9万股 | $1,865.1万 | 22.2万股 | -2,981股-1.35% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.58% | $1,578.9万 | 3.5万股 | $1,251.7万 | 2.7万股 | +7,639股+28.09% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.66% | 0.92% | $1,425.4万 | 16.0万股 | $2,002.9万 | 20.4万股 | -4.4万股-21.52% | 减仓 |
| IiShares安硕IEMG |
| 0.65% | 0.78% | $1,406.0万 | 26.9万股 | $1,688.8万 | 29.4万股 | -2.5万股-8.47% | 减仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.68% | $1,397.2万 | 2.4万股 | $1,470.9万 | 2.6万股 | -1,767股-6.93% | 减仓 |
 Meta平台META |
| 0.64% | 0.6% | $1,395.7万 | 2.4万股 | $1,298.5万 | 2.3万股 | +1,154股+5.09% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.64% | 1.78% | $1,381.4万 | 15.1万股 | $3,864.4万 | 42.1万股 | -27.0万股-64.10% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.63% | 0.84% | $1,372.3万 | 40.2万股 | $1,819.2万 | 48.4万股 | -8.2万股-16.98% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.54% | $1,340.8万 | 7.0万股 | $1,179.3万 | 7.1万股 | -129股-0.18% | 减仓 |
| S嘉信策略信托SCHE |
| 0.61% | 0.69% | $1,332.6万 | 50.0万股 | $1,484.8万 | 50.9万股 | -8,446股-1.66% | 减仓 |
 谷歌AGOOGL |
| 0.61% | 0.52% | $1,319.0万 | 7.0万股 | $1,132.9万 | 6.8万股 | +1,370股+2.01% | 加仓 |
 BROOKFIELD INFRASTRUCTUREBIPC |
| 0.59% | — | $1,274.7万 | 31.9万股 | $0 | 0股 | +31.9万股 | 新买入 |
 艾伯维ABBV |
| 0.5% | 0.4% | $1,094.1万 | 6.2万股 | $855.9万 | 4.3万股 | +1.8万股+42.06% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.5% | 0.62% | $1,082.1万 | 10.3万股 | $1,335.1万 | 13.1万股 | -2.8万股-21.45% | 减仓 |
| I景顺QQQ信托VOO |
| 0.48% | 0.45% | $1,035.2万 | 2.0万股 | $965.4万 | 2.0万股 | +498股+2.52% | 加仓 |
 波音BA |
| 0.46% | 0.39% | $1,002.5万 | 5.7万股 | $853.6万 | 5.6万股 | +493股+0.88% | 加仓 |
 特斯拉TSLA |
| 0.46% | 0.26% | $997.0万 | 2.5万股 | $564.1万 | 2.2万股 | +3,130股+14.52% | 加仓 |
| IiShares安硕信托ITOT |
| 0.45% | 0.31% | $980.8万 | 7.6万股 | $672.5万 | 5.3万股 | +2.3万股+42.85% | 加仓 |
| S嘉信·USSCHX |
| 0.43% | 0.43% | $923.5万 | 39.8万股 | $936.2万 | 13.8万股 | +26.0万股+188.73% | 加仓 |
 BROOKFIELD RENEWABLEBEPC |
| 0.42% | — | $907.4万 | 32.8万股 | $0 | 0股 | +32.8万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.41% | 0.45% | $885.5万 | 15.4万股 | $980.4万 | 15.6万股 | -1,390股-0.89% | 减仓 |
 Ares管理ARES |
| 0.4% | 0.13% | $873.7万 | 4.9万股 | $271.6万 | 1.7万股 | +3.2万股+183.24% | 加仓 |
 礼来LLY |
| 0.39% | 0.44% | $850.7万 | 1.1万股 | $957.5万 | 1.1万股 | +211股+1.95% | 加仓 |
| S嘉信策略信托SCHR |
| 0.37% | 0.51% | $796.5万 | 32.8万股 | $1,106.1万 | 21.9万股 | +10.9万股+50.01% | 加仓 |
| IiShares安硕信托AGG |
| 0.36% | 0.35% | $786.6万 | 8.1万股 | $764.2万 | 7.5万股 | +5,718股+7.58% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.36% | 0.31% | $784.0万 | 3.5万股 | $675.0万 | 3.1万股 | +4,922股+16.11% | 加仓 |
 伊顿ETN |
| 0.34% | 0.14% | $742.8万 | 2.2万股 | $305.3万 | 9,210股 | +1.3万股+143.02% | 加仓 |
