| IiShares安硕信托ICSH |
| 11.46% | 10.32% | $4,866.6万 | 96.1万股 | $4,034.0万 | 79.7万股 | +16.4万股+20.64% | 加仓 |
| SSPDR道富系列信托SPTM |
| 7.77% | 7.39% | $3,298.9万 | 36.3万股 | $2,888.4万 | 36.5万股 | -1,987股-0.54% | 减仓 |
| SSPDR道富指数基金SPDW |
| 7.59% | 7.61% | $3,223.6万 | 64.0万股 | $2,976.2万 | 65.2万股 | -1.2万股-1.88% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.54% | 5.08% | $2,354.6万 | 33.0万股 | $1,987.8万 | 31.0万股 | +2.0万股+6.53% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.44% | 5.95% | $2,312.5万 | 47.7万股 | $2,325.1万 | 48.4万股 | -6,400股-1.32% | 减仓 |
| V先锋领航指数基金VTV |
| 5.43% | 4.87% | $2,304.6万 | 10.6万股 | $1,903.8万 | 9.7万股 | +8,718股+8.98% | 加仓 |
| V先锋领航·TOTALBND |
| 4.03% | 3.9% | $1,711.6万 | 23.3万股 | $1,523.0万 | 20.7万股 | +2.6万股+12.74% | 加仓 |
| IiShares安硕信托CMF |
| 3.62% | 3.77% | $1,536.2万 | 26.7万股 | $1,472.5万 | 25.9万股 | +7,548股+2.91% | 加仓 |
| G通用动力VTI |
| 3.48% | 3.19% | $1,478.4万 | 4.0万股 | $1,249.1万 | 3.9万股 | +1,018股+2.61% | 加仓 |
| IiShares安硕信托GVI |
| 2.93% | 3.03% | $1,244.2万 | 11.6万股 | $1,183.1万 | 11.1万股 | +4,150股+3.72% | 加仓 |
| V先锋领航指数基金VUG |
| 2.5% | 2.13% | $1,063.0万 | 12.3万股 | $831.0万 | 1.9万股 | +10.4万股+548.66% | 加仓 |
| V先锋领航指数基金VB |
| 2.38% | 2.13% | $1,010.2万 | 3.3万股 | $831.0万 | 3.2万股 | +1,600股+5.04% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.94% | 2.06% | $823.8万 | 14.9万股 | $806.6万 | 14.6万股 | +3,580股+2.46% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 1.9% | 3.04% | $808.0万 | 27.9万股 | $1,188.0万 | 40.7万股 | -12.9万股-31.59% | 减仓 |
| IiShares安硕信托IEI |
| 1.65% | 3.09% | $702.6万 | 6.0万股 | $1,209.3万 | 10.2万股 | -4.2万股-41.33% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.62% | 1.49% | $687.6万 | 11.5万股 | $584.0万 | 10.8万股 | +7,134股+6.60% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.46% | 1.44% | $621.0万 | 12.0万股 | $564.4万 | 12.0万股 | -396股-0.33% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.44% | 1.37% | $611.6万 | 17.6万股 | $535.9万 | 17.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.38% | 1.31% | $586.5万 | 7,831股 | $511.5万 | 7,831股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.34% | 1.31% | $568.5万 | 2.0万股 | $510.5万 | 2.0万股 | -467股-2.32% | 减仓 |
| S道富SPAB |
| 1.27% | 1.4% | $538.3万 | 21.1万股 | $547.1万 | 21.4万股 | -2,644股-1.24% | 减仓 |
| S嘉信·USSCHA |
| 1.23% | 1.08% | $522.7万 | 14.5万股 | $420.9万 | 14.5万股 | -82股-0.06% | 减仓 |
| IiShares安硕信托IEFA |
| 1.15% | 1.17% | $486.6万 | 5.0万股 | $456.1万 | 5.0万股 | +4股+0.01% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.97% | 1.01% | $414.0万 | 8,274股 | $396.3万 | 8,271股 | +3股+0.04% | 加仓 |
| IiShares安硕信托EMB |
| 0.93% | 1% | $393.4万 | 4.1万股 | $392.2万 | 4.2万股 | -961股-2.30% | 减仓 |
| I景顺QQQ信托VOO |
| 0.91% | 0.72% | $386.9万 | 5,254股 | $280.4万 | 4,858股 | +396股+8.15% | 加仓 |
 微软MSFT |
| 0.74% | 0.74% | $314.8万 | 8,439股 | $291.0万 | 7,862股 | +577股+7.34% | 加仓 |
| IiShares安硕信托IWD |
| 0.67% | 0.69% | $282.6万 | 1.2万股 | $270.1万 | 1.3万股 | -981股-7.76% | 减仓 |
 PROGRESSIVEPGR |
| 0.57% | 0.56% | $241.9万 | 1.1万股 | $219.5万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.56% | 0.44% | $238.3万 | 2.0万股 | $173.8万 | 2,491股 | +1.7万股+700.28% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.49% | 0.54% | $209.5万 | 4.6万股 | $210.5万 | 4.6万股 | -82股-0.18% | 减仓 |
 亚马逊AMZN |
| 0.49% | 0.47% | $209.4万 | 8,787股 | $184.0万 | 8,833股 | -46股-0.52% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.49% | 0.32% | $207.5万 | 3.6万股 | $124.4万 | 2.1万股 | +1.4万股+67.80% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.48% | 0.45% | $205.4万 | 6.1万股 | $175.7万 | 6.0万股 | +377股+0.63% | 加仓 |
 好市多COST |
| 0.48% | 0.58% | $204.4万 | 2,185股 | $225.0万 | 2,258股 | -73股-3.23% | 减仓 |
| S道富SPIB |
| 0.48% | 0.49% | $203.8万 | 6.1万股 | $191.2万 | 5.7万股 | +3,896股+6.84% | 加仓 |
 英伟达NVDA |
| 0.48% | 0.45% | $202.3万 | 1.0万股 | $176.9万 | 1.0万股 | -38股-0.37% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.44% | 0.37% | $188.4万 | 2.3万股 | $145.4万 | 1.8万股 | +5,229股+29.76% | 加仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 0.43% | 0.48% | $182.7万 | 7.1万股 | $187.4万 | 7.2万股 | -921股-1.28% | 减仓 |
 布鲁克菲尔德BN |
| 0.43% | 0.46% | $181.2万 | 4.3万股 | $181.0万 | 4.5万股 | -2,170股-4.85% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.35% | 0.38% | $149.6万 | 2.2万股 | $149.3万 | 2.3万股 | -472股-2.08% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.34% | 0.38% | $145.7万 | 2.9万股 | $147.3万 | 2.9万股 | -488股-1.65% | 减仓 |
 埃克森美孚XOM |
| 0.34% | 0.51% | $143.3万 | 1.0万股 | $199.2万 | 1.2万股 | -1,260股-10.73% | 减仓 |
| V先锋领航指数基金VOO |
| 0.29% | 0.27% | $123.8万 | 1,803股 | $107.1万 | 1,793股 | +10股+0.56% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.29% | 0.6% | $121.2万 | 7,228股 | $233.7万 | 1.1万股 | -3,900股-35.05% | 减仓 |
 谷歌AGOOGL |
| 0.28% | 0.31% | $120.9万 | 3,382股 | $122.0万 | 4,242股 | -860股-20.27% | 减仓 |
 TRAVELERS COSTRV |
| 0.26% | 0.25% | $111.2万 | 3,368股 | $98.2万 | 3,368股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.25% | 0.23% | $104.1万 | 3,703股 | $89.8万 | 3,703股 | 00.00% | 持仓不变 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.24% | 0.13% | $103.2万 | 1,610股 | $51.6万 | 1,571股 | +39股+2.48% | 加仓 |
 雷神技术RTX |
| 0.24% | 0.3% | $102.7万 | 5,415股 | $115.6万 | 5,993股 | -578股-9.64% | 减仓 |
