| IiShares安硕信托IVV |
| 26.08% | 26.31% | $1.02亿 | 14.9万股 | $8,904.0万 | 14.3万股 | +5,380股+3.75% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 12.83% | 12.46% | $5,023.9万 | 53.0万股 | $4,217.9万 | 53.2万股 | -1,731股-0.33% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 11.9% | 11.91% | $4,660.8万 | 7.6万股 | $4,029.6万 | 7.0万股 | +5,999股+8.54% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 10.69% | 10.77% | $4,184.5万 | 91.8万股 | $3,644.3万 | 81.3万股 | +10.5万股+12.96% | 加仓 |
| A美国世纪ETF信托AVUS |
| 6.96% | 6.89% | $2,726.4万 | 24.2万股 | $2,330.8万 | 23.0万股 | +1.2万股+5.18% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 6.49% | 6.53% | $2,541.2万 | 36.1万股 | $2,209.8万 | 34.2万股 | +1.9万股+5.70% | 加仓 |
| J骏利亨德森JAAA |
| 5.39% | 5.72% | $2,112.2万 | 41.7万股 | $1,934.7万 | 38.3万股 | +3.5万股+9.09% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.76% | 4% | $1,471.8万 | 29.2万股 | $1,353.9万 | 27.7万股 | +1.5万股+5.60% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.42% | 4.28% | $1,337.6万 | 31.4万股 | $1,450.0万 | 34.3万股 | -2.9万股-8.38% | 减仓 |
| RRBB FDTBIL |
| 2.9% | 2.03% | $1,134.6万 | 22.7万股 | $686.8万 | 13.8万股 | +9.0万股+64.95% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.46% | 2.27% | $964.8万 | 11.5万股 | $769.2万 | 9.3万股 | +2.2万股+23.71% | 加仓 |
 AVANTIS INTLNGG |
| 2.33% | 1.9% | $912.5万 | 11.0万股 | $642.0万 | 8.7万股 | +2.3万股+26.36% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.61% | 1.64% | $632.1万 | 13.8万股 | $555.7万 | 13.1万股 | +6,771股+5.17% | 加仓 |
 苹果AAPL |
| 0.59% | 0.56% | $232.6万 | 8,584股 | $190.8万 | 9,180股 | -596股-6.49% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.25% | 0.27% | $99.0万 | 6,964股 | $92.5万 | 7,200股 | -236股-3.28% | 减仓 |
 万豪MAR |
| 0.24% | 0.26% | $94.6万 | 3,017股 | $88.7万 | 3,191股 | -174股-5.45% | 减仓 |
 摩根士丹利MS |
| 0.19% | — | $76.3万 | 4,193股 | $0 | 0股 | +4,193股 | 新买入 |
 微软MSFT |
| 0.18% | 0.26% | $71.5万 | 1,513股 | $88.8万 | 1,806股 | -293股-16.22% | 减仓 |
| V先锋领航·MIDVO |
| 0.17% | 0.2% | $64.6万 | 2,209股 | $67.6万 | 2,402股 | -193股-8.03% | 减仓 |
| I景顺QQQ信托VOO |
| 0.16% | 0.15% | $63.5万 | 1,036股 | $49.8万 | 910股 | +126股+13.85% | 加仓 |
 亚马逊AMZN |
| 0.15% | 0.17% | $58.0万 | 2,560股 | $58.9万 | 2,670股 | -110股-4.12% | 减仓 |
 VisaV |
| 0.14% | 0.17% | $55.6万 | 1,604股 | $57.0万 | 1,604股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.13% | 0.14% | $50.2万 | 1,009股 | $47.0万 | 1,009股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.12% | 0.12% | $45.4万 | 5,047股 | $41.1万 | 4,937股 | +110股+2.23% | 加仓 |
| IiShares安硕信托AOR |
| 0.1% | 0.11% | $40.9万 | 6,262股 | $37.6万 | 6,117股 | +145股+2.37% | 加仓 |
| V先锋领航指数基金VUG |
| 0.1% | 0.11% | $38.4万 | 790股 | $37.4万 | 862股 | -72股-8.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.09% | 0.06% | $36.2万 | 1,148股 | $21.7万 | 1,227股 | -79股-6.44% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.09% | 0.1% | $33.8万 | 4,741股 | $34.5万 | 4,706股 | +35股+0.74% | 加仓 |
| G通用动力VTI |
| 0.08% | 0.09% | $32.3万 | 960股 | $30.1万 | 991股 | -31股-3.13% | 减仓 |
| SSPDR黄金信托GLD |
| 0.08% | 0.07% | $30.9万 | 775股 | $23.8万 | 775股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.08% | 0.09% | $30.2万 | 1,162股 | $29.4万 | 972股 | +190股+19.55% | 加仓 |
| V先锋领航指数基金VOO |
| 0.08% | 0.08% | $29.5万 | 469股 | $26.6万 | 469股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOK |
| 0.06% | — | $24.2万 | 6,001股 | $0 | 0股 | +6,001股 | 新买入 |
 英伟达NVDA |
| 0.06% | — | $22.0万 | 1,163股 | $0 | 0股 | +1,163股 | 新买入 |
| FFS CREDIT OPPORTUNITIESFSCO |
| 0.02% | 0.02% | $6.4万 | 1.0万股 | $8.1万 | 1.1万股 | -884股-8.01% | 减仓 |
| HHEALTH CATALYST INC COMHCAT |
| 0.01% | 0.01% | $2.5万 | 1.1万股 | $4.5万 | 1.1万股 | 00.00% | 持仓不变 |
