| S道富SPYM |
| 25.12% | 24.33% | $1.42亿 | 185.0万股 | $1.42亿 | 185.9万股 | -9,564股-0.51% | 减仓 |
| SSPDR标普500 ETFSPY |
| 8.04% | 7.76% | $4,531.4万 | 7.0万股 | $4,538.0万 | 7.0万股 | -102股-0.15% | 减仓 |
| S道富SPMD |
| 7.51% | 7.26% | $4,231.1万 | 71.4万股 | $4,247.2万 | 71.7万股 | -2,719股-0.38% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.45% | 6.22% | $3,637.5万 | 71.9万股 | $3,641.2万 | 71.9万股 | -719股-0.10% | 减仓 |
| IiShares安硕信托IVV |
| 6.36% | 6.15% | $3,584.2万 | 5.5万股 | $3,597.2万 | 5.5万股 | -200股-0.36% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 6.19% | 5.97% | $3,489.3万 | 34.7万股 | $3,493.9万 | 34.7万股 | -457股-0.13% | 减仓 |
| IiShares安硕·COREIJH |
| 2.77% | 2.71% | $1,559.9万 | 23.1万股 | $1,583.1万 | 23.4万股 | -3,435股-1.47% | 减仓 |
| WWORLD GOLD TRGLD |
| 2.13% | 2.06% | $1,203.3万 | 13.0万股 | $1,203.3万 | 13.0万股 | 00.00% | 持仓不变 |
| S道富SPYX |
| 1.55% | 1.54% | $873.5万 | 16.5万股 | $898.6万 | 16.9万股 | -4,732股-2.79% | 减仓 |
| IiShares安硕信托ITOT |
| 1.37% | 1.32% | $771.2万 | 5.5万股 | $771.2万 | 5.5万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 1.36% | 1.31% | $767.8万 | 1.3万股 | $767.8万 | 1.3万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 1.25% | 1.21% | $706.2万 | 3.7万股 | $706.2万 | 3.7万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMUB |
| 1.24% | 1.21% | $697.5万 | 14.0万股 | $707.3万 | 14.1万股 | -1,955股-1.38% | 减仓 |
| IiShares安硕信托IWD |
| 1.23% | 1.18% | $692.4万 | 3.2万股 | $692.4万 | 3.2万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.11% | 1.08% | $625.7万 | 1.0万股 | $630.8万 | 1.0万股 | -83股-0.81% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.09% | 1.05% | $615.2万 | 1.7万股 | $615.2万 | 1.7万股 | 00.00% | 持仓不变 |
| F富达Covington信托FESM |
| 1.01% | 0.97% | $570.1万 | 15.0万股 | $570.1万 | 15.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1% | 0.96% | $561.6万 | 4.1万股 | $561.6万 | 4.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.93% | 3.06% | $523.6万 | 4.2万股 | $1,790.4万 | 4.2万股 | +233股+0.55% | 加仓 |
 苹果AAPL |
| 0.91% | 0.88% | $513.1万 | 2.0万股 | $513.1万 | 2.0万股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.85% | 0.84% | $480.5万 | 5.7万股 | $489.9万 | 5.8万股 | -1,110股-1.92% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.78% | 0.75% | $440.2万 | 13.0万股 | $440.2万 | 13.0万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.58% | 0.57% | $327.2万 | 3.3万股 | $331.0万 | 3.4万股 | -384股-1.14% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.58% | 0.55% | $324.6万 | 3.3万股 | $324.6万 | 3.3万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.53% | $311.1万 | 6,492股 | $311.1万 | 6,492股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.55% | 0.53% | $308.0万 | 2.3万股 | $308.0万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.53% | 0.51% | $297.3万 | 2.6万股 | $297.3万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.49% | 0.48% | $278.0万 | 4,652股 | $278.0万 | 4,652股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.44% | 0.42% | $246.8万 | 8,584股 | $246.8万 | 8,584股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.43% | 0.41% | $239.6万 | 4.2万股 | $237.8万 | 4.2万股 | +309股+0.74% | 加仓 |
 微软MSFT |
| 0.42% | 0.4% | $234.5万 | 6,336股 | $234.5万 | 6,336股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.41% | 0.39% | $230.3万 | 2.4万股 | $230.3万 | 2.4万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.4% | 0.39% | $225.6万 | 7,032股 | $225.6万 | 7,032股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.37% | 0.36% | $208.6万 | 9,879股 | $208.6万 | 9,879股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.33% | $195.9万 | 6,828股 | $195.9万 | 6,828股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT |
| 0.35% | 0.33% | $194.8万 | 4.5万股 | $194.8万 | 4.5万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.32% | 0.31% | $183.0万 | 6.3万股 | $183.0万 | 6.3万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.32% | 0.15% | $180.8万 | 4,175股 | $89.2万 | 4,175股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.31% | 0.59% | $176.4万 | 8,469股 | $343.0万 | 1.6万股 | -8,000股-48.58% | 减仓 |
 礼来LLY |
| 0.31% | 0.3% | $173.3万 | 1,884股 | $173.3万 | 1,884股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.31% | 0.29% | $172.2万 | 9,871股 | $172.2万 | 9,871股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.28% | 0.27% | $160.3万 | 4,181股 | $160.3万 | 4,181股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.28% | 0.27% | $159.1万 | 3,698股 | $159.1万 | 3,698股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.28% | 0.27% | $157.2万 | 2.1万股 | $157.2万 | 2.1万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PNOV |
| 0.28% | 0.28% | $155.3万 | 3.8万股 | $162.0万 | 4.0万股 | -1,639股-4.13% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.27% | 0.26% | $154.7万 | 2.5万股 | $154.7万 | 2.5万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JBND |
| 0.27% | 0.26% | $152.6万 | 2.8万股 | $152.6万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.22% | 0.22% | $126.1万 | 2.2万股 | $126.1万 | 2.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.21% | 0.21% | $120.1万 | 4,083股 | $120.1万 | 4,083股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC |
| 0.21% | 0.22% | $119.3万 | 2.8万股 | $126.3万 | 3.0万股 | -1,649股-5.55% | 减仓 |
