| IiShares安硕信托IVV |
| 7.07% | 6.7% | $1,952.2万 | 2.6万股 | $1,672.6万 | 2.6万股 | +463股+1.81% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.9% | 4.83% | $1,354.0万 | 1.8万股 | $1,205.6万 | 1.9万股 | -407股-2.20% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.31% | 4.35% | $1,191.0万 | 5.0万股 | $1,086.1万 | 5.1万股 | -172股-0.34% | 减仓 |
| IiShares黄金信托IAU |
| 3.47% | 4.62% | $958.3万 | 12.7万股 | $1,155.2万 | 13.1万股 | -4,134股-3.15% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 2.9% | 2.38% | $802.2万 | 17.1万股 | $595.5万 | 14.0万股 | +3.1万股+22.00% | 加仓 |
| IiShares安硕·COREIJH |
| 2.87% | 2.81% | $793.7万 | 10.3万股 | $702.4万 | 10.4万股 | -1,083股-1.04% | 减仓 |
 苹果AAPL |
| 2.77% | 2.68% | $764.2万 | 2.6万股 | $668.4万 | 2.6万股 | +72股+0.27% | 加仓 |
| IiShares安硕·COREIJR |
| 1.99% | 1.96% | $550.7万 | 3.7万股 | $490.8万 | 3.9万股 | -2,347股-5.94% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.98% | 1.84% | $546.3万 | 16.1万股 | $460.6万 | 15.8万股 | +3,304股+2.09% | 加仓 |
| S嘉信·USSCHX |
| 1.86% | 1.82% | $513.7万 | 17.5万股 | $453.6万 | 17.7万股 | -2,354股-1.33% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.85% | 1.97% | $510.6万 | 9.7万股 | $493.3万 | 9.4万股 | +3,578股+3.81% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.81% | 1.92% | $498.6万 | 20.7万股 | $480.2万 | 19.8万股 | +8,706股+4.40% | 加仓 |
 英伟达NVDA |
| 1.74% | 1.5% | $480.3万 | 2.4万股 | $375.1万 | 2.2万股 | +2,494股+11.60% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.72% | 1.4% | $474.2万 | 4.6万股 | $348.8万 | 4.4万股 | +2,005股+4.52% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 1.71% | 1.95% | $473.6万 | 13.0万股 | $486.2万 | 14.4万股 | -1.4万股-9.95% | 减仓 |
 谷歌AGOOGL |
| 1.61% | 1.46% | $445.2万 | 1.2万股 | $364.3万 | 1.3万股 | -211股-1.67% | 减仓 |
 微软MSFT |
| 1.55% | 1.64% | $427.5万 | 1.1万股 | $410.7万 | 1.1万股 | +364股+3.28% | 加仓 |
 强生JNJ |
| 1.51% | 1.6% | $417.1万 | 1.6万股 | $398.6万 | 1.6万股 | +118股+0.72% | 加仓 |
 iShares安硕·MBSACGL |
| 1.44% | 1.61% | $399.0万 | 4.2万股 | $402.2万 | 4.2万股 | -145股-0.34% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.42% | 1.33% | $392.8万 | 1.8万股 | $332.0万 | 1.7万股 | +1,164股+6.73% | 加仓 |
| IiShares安硕信托IEFA |
| 1.36% | 1.43% | $376.4万 | 3.9万股 | $356.4万 | 3.9万股 | -396股-1.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.33% | 1.24% | $366.4万 | 1.0万股 | $308.9万 | 1.1万股 | -399股-3.71% | 减仓 |
 摩根大通JPM |
| 1.26% | 1.24% | $348.0万 | 1.1万股 | $310.1万 | 1.1万股 | +89股+0.84% | 加仓 |
| IiShares安硕信托AGG |
| 1.15% | 1.38% | $316.8万 | 3.2万股 | $343.7万 | 3.5万股 | -2,619股-7.56% | 减仓 |
 美国运通AXP |
| 1.03% | 1.02% | $285.5万 | 8,441股 | $254.4万 | 8,409股 | +32股+0.38% | 加仓 |
 雷神技术RTX |
| 1.01% | 1.16% | $278.5万 | 1.5万股 | $290.0万 | 1.5万股 | -357股-2.37% | 减仓 |
 亚马逊AMZN |
| 0.99% | 0.95% | $272.3万 | 1.1万股 | $238.3万 | 1.1万股 | -17股-0.15% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.93% | 0.9% | $255.6万 | 1.6万股 | $225.8万 | 1.5万股 | +926股+6.07% | 加仓 |
| IiShares安硕信托IGIB |
| 0.9% | 0.93% | $249.9万 | 4.7万股 | $232.4万 | 4.4万股 | +3,327股+7.62% | 加仓 |
 AMD超威AMD |
| 0.88% | 0.32% | $242.3万 | 4,171股 | $80.6万 | 3,963股 | +208股+5.25% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.86% | 0.86% | $237.2万 | 3.3万股 | $213.8万 | 3.3万股 | -67股-0.20% | 减仓 |
| V先锋领航全球基金VPU |
| 0.78% | 0.93% | $216.0万 | 1.1万股 | $231.4万 | 1.2万股 | -644股-5.51% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.78% | 0.91% | $215.3万 | 4.3万股 | $227.2万 | 4.6万股 | -2,351股-5.15% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.78% | 0.73% | $215.2万 | 6.2万股 | $183.0万 | 6.0万股 | +1,813股+3.02% | 加仓 |
 思科CSCO |
| 0.77% | 0.58% | $211.9万 | 1.8万股 | $145.5万 | 1.9万股 | -721股-3.84% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.76% | 0.73% | $208.8万 | 7.2万股 | $183.4万 | 7.3万股 | -964股-1.32% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.73% | 0.75% | $201.9万 | 1.9万股 | $187.3万 | 1.8万股 | +1,479股+8.43% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.71% | 0.78% | $196.1万 | 2.4万股 | $194.4万 | 2.3万股 | +236股+1.00% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.67% | 0.75% | $184.2万 | 3.6万股 | $186.4万 | 3.7万股 | -505股-1.38% | 减仓 |
| N新纪元能源NEE |
| 0.66% | 0.77% | $182.3万 | 2.1万股 | $191.6万 | 2.1万股 | +138股+0.67% | 加仓 |
| V先锋领航全球基金VFH |
| 0.62% | 0.64% | $171.0万 | 1.3万股 | $159.6万 | 1.3万股 | -213股-1.61% | 减仓 |
 宝洁PG |
| 0.62% | 0.66% | $170.5万 | 1.2万股 | $165.8万 | 1.1万股 | +151股+1.32% | 加仓 |
| IiShares安硕IEMG |
| 0.61% | 0.58% | $169.5万 | 2.0万股 | $145.2万 | 2.1万股 | -358股-1.72% | 减仓 |
 卡特彼勒CAT |
| 0.61% | 0.47% | $169.4万 | 1,591股 | $117.0万 | 1,651股 | -60股-3.63% | 减仓 |
 TJXTJX |
| 0.59% | 0.69% | $163.5万 | 1.1万股 | $172.5万 | 1.1万股 | -9股-0.08% | 减仓 |
 通用动力GD |
| 0.57% | 0.61% | $158.5万 | 4,475股 | $153.6万 | 4,475股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.57% | 0.63% | $157.6万 | 1.6万股 | $156.4万 | 1.6万股 | +145股+0.89% | 加仓 |
 Arista网络ANET |
| 0.57% | 0.46% | $156.9万 | 9,237股 | $113.7万 | 9,258股 | -21股-0.23% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.56% | 0.54% | $154.3万 | 9,998股 | $135.3万 | 1.0万股 | -243股-2.37% | 减仓 |
 应用材料AMAT |
| 0.53% | 0.32% | $147.0万 | 2,033股 | $80.3万 | 2,350股 | -317股-13.49% | 减仓 |
