| IiShares安硕信托AGG |
| 5.61% | 5.91% | $2,000.1万 | 20.2万股 | $1,925.4万 | 19.4万股 | +8,124股+4.19% | 加仓 |
| SSPDR行业精选信托XLK |
| 4.17% | 3.27% | $1,485.3万 | 7.8万股 | $1,064.5万 | 8.0万股 | -2,140股-2.67% | 减仓 |
 苹果AAPL |
| 3.59% | 3.47% | $1,278.6万 | 4.4万股 | $1,131.3万 | 4.5万股 | -390股-0.87% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.4% | 3.49% | $1,213.1万 | 15.4万股 | $1,135.3万 | 14.3万股 | +1.0万股+7.18% | 加仓 |
| IiShares安硕信托IVV |
| 3.35% | 3.3% | $1,193.7万 | 1.6万股 | $1,076.4万 | 1.6万股 | -539股-3.27% | 减仓 |
| S嘉信策略信托SCHF |
| 3.17% | 3.06% | $1,130.4万 | 40.8万股 | $997.2万 | 40.3万股 | +5,175股+1.28% | 加仓 |
 微软MSFT |
| 2.98% | 3.21% | $1,062.7万 | 2.8万股 | $1,044.0万 | 2.8万股 | +286股+1.01% | 加仓 |
 英伟达NVDA |
| 2.73% | 2.79% | $973.4万 | 4.9万股 | $910.1万 | 5.2万股 | -3,532股-6.77% | 减仓 |
| IiShares安硕信托LQD |
| 2.45% | 2.51% | $874.2万 | 8.0万股 | $816.8万 | 7.5万股 | +5,209股+6.95% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.17% | 2.07% | $773.5万 | 7.0万股 | $673.2万 | 6.9万股 | +869股+1.26% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.16% | 2.22% | $770.6万 | 7.4万股 | $723.5万 | 7.4万股 | -302股-0.41% | 减仓 |
 谷歌AGOOGL |
| 2.14% | 2% | $762.9万 | 2.1万股 | $651.4万 | 2.3万股 | -1,305股-5.76% | 减仓 |
| SSPDR道富系列信托SPMB |
| 1.99% | 2.18% | $710.4万 | 31.8万股 | $709.3万 | 31.7万股 | +1,611股+0.51% | 加仓 |
| S嘉信·USSCHA |
| 1.84% | 1.59% | $655.3万 | 18.1万股 | $518.2万 | 17.8万股 | +3,188股+1.79% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.81% | 1.92% | $645.9万 | 13.3万股 | $624.2万 | 13.0万股 | +3,464股+2.67% | 加仓 |
| DDBX ETF信托DBEF |
| 1.77% | 1.73% | $630.6万 | 11.5万股 | $561.9万 | 11.4万股 | +1,678股+1.48% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.76% | 1.65% | $628.4万 | 18.6万股 | $537.7万 | 18.5万股 | +1,129股+0.61% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.56% | 1.48% | $557.1万 | 19.2万股 | $481.9万 | 19.2万股 | +393股+0.20% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.56% | 1.47% | $554.6万 | 7,426股 | $479.0万 | 7,366股 | +60股+0.81% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.54% | 1.64% | $548.3万 | 14.8万股 | $532.6万 | 14.5万股 | +3,529股+2.44% | 加仓 |
 博通AVGO |
| 1.36% | 1.28% | $486.6万 | 1.3万股 | $417.9万 | 1.4万股 | -620股-4.59% | 减仓 |
 亚马逊AMZN |
| 1.34% | 1.29% | $476.8万 | 2.0万股 | $421.6万 | 2.0万股 | -235股-1.16% | 减仓 |
| IiShares安硕信托IWV |
| 1.16% | 1.17% | $414.2万 | 9,714股 | $382.5万 | 1.0万股 | -606股-5.87% | 减仓 |
 礼来LLY |
| 1.02% | 0.89% | $363.5万 | 3,031股 | $289.0万 | 3,142股 | -111股-3.53% | 减仓 |
| S嘉信策略信托SCHD |
| 1.02% | 1.03% | $363.3万 | 11.5万股 | $337.0万 | 11.0万股 | +4,741股+4.32% | 加仓 |
 艾伯维ABBV |
| 1.01% | 1.02% | $361.3万 | 1.4万股 | $330.8万 | 1.5万股 | -854股-5.61% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.98% | 0.95% | $349.5万 | 6.5万股 | $310.3万 | 6.3万股 | +2,354股+3.75% | 加仓 |
| S道富XLI |
| 0.92% | 0.86% | $328.6万 | 1.8万股 | $280.8万 | 1.7万股 | +379股+2.18% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.91% | 1% | $323.3万 | 3.0万股 | $326.1万 | 2.9万股 | +769股+2.61% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.91% | 0.86% | $323.0万 | 1.1万股 | $280.6万 | 1.1万股 | -564股-4.99% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.88% | 0.93% | $315.3万 | 6,301股 | $303.6万 | 6,335股 | -34股-0.54% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.87% | 0.96% | $308.9万 | 13.4万股 | $313.0万 | 13.5万股 | -1,258股-0.93% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.85% | 0.81% | $302.4万 | 1.9万股 | $265.4万 | 1.8万股 | +960股+5.30% | 加仓 |
 摩根大通JPM |
| 0.84% | 0.86% | $300.0万 | 9,165股 | $279.6万 | 9,505股 | -340股-3.58% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.83% | 0.83% | $295.9万 | 2.5万股 | $270.3万 | 2.5万股 | +431股+1.74% | 加仓 |
| S嘉信策略信托SCHE |
| 0.82% | 0.8% | $293.3万 | 8.1万股 | $259.6万 | 7.9万股 | +2,101股+2.67% | 加仓 |
 思科CSCO |
| 0.82% | 0.58% | $291.0万 | 2.5万股 | $189.6万 | 2.4万股 | +334股+1.37% | 加仓 |
 卡特彼勒CAT |
| 0.79% | 0.61% | $282.8万 | 2,656股 | $199.9万 | 2,822股 | -166股-5.88% | 减仓 |
 麦当劳MCD |
| 0.78% | 1.02% | $277.9万 | 1.0万股 | $331.7万 | 1.1万股 | -394股-3.69% | 减仓 |
 Meta平台META |
| 0.75% | 0.86% | $265.8万 | 4,719股 | $281.0万 | 4,912股 | -193股-3.93% | 减仓 |
 摩根士丹利MS |
| 0.74% | 0.65% | $263.6万 | 1.3万股 | $211.2万 | 1.3万股 | -219股-1.71% | 减仓 |
 沃尔玛WMT |
| 0.73% | 0.88% | $260.0万 | 2.3万股 | $285.4万 | 2.3万股 | -10股-0.04% | 减仓 |
| N新纪元能源NEE |
| 0.7% | 0.81% | $249.0万 | 2.8万股 | $265.1万 | 2.9万股 | -172股-0.60% | 减仓 |
 雪佛龙CVX |
| 0.69% | 0.95% | $246.5万 | 1.5万股 | $309.0万 | 1.5万股 | -64股-0.43% | 减仓 |
 家得宝HD |
| 0.64% | 0.7% | $229.8万 | 6,515股 | $227.6万 | 6,919股 | -404股-5.84% | 减仓 |
 甲骨文ORCL |
| 0.64% | 0.75% | $229.8万 | 1.6万股 | $245.5万 | 1.7万股 | -1,009股-6.05% | 减仓 |
 宝洁PG |
| 0.61% | 0.66% | $216.1万 | 1.5万股 | $214.4万 | 1.5万股 | -106股-0.71% | 减仓 |
 雷神技术RTX |
| 0.57% | 0.72% | $203.0万 | 1.1万股 | $233.4万 | 1.2万股 | -1,403股-11.59% | 减仓 |
| FFLEXSHARES TRTDTF |
| 0.56% | 0.5% | $198.0万 | 8.3万股 | $162.2万 | 6.7万股 | +1.6万股+23.79% | 加仓 |
 科磊KLAC |
| 0.54% | 0.15% | $193.6万 | 6,417股 | $49.9万 | 339股 | +6,078股+1,792.92% | 加仓 |
