| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.33% | 6.75% | $1,212.5万 | 8.2万股 | $1,168.4万 | 8.0万股 | +1,829股+2.28% | 加仓 |
| V先锋领航指数基金VUG |
| 5.9% | 5.77% | $975.2万 | 3.4万股 | $998.5万 | 3.5万股 | -1,206股-3.46% | 减仓 |
| S嘉信·USSCHX |
| 5.88% | 5.36% | $972.7万 | 9.4万股 | $927.7万 | 8.9万股 | +4,275股+4.79% | 加仓 |
 苹果AAPL |
| 5.29% | 5.02% | $875.0万 | 6.2万股 | $869.4万 | 6.3万股 | -1,640股-2.58% | 减仓 |
| S嘉信策略信托SCHM |
| 3.62% | 3.47% | $598.1万 | 7.8万股 | $600.2万 | 7.7万股 | +1,339股+1.75% | 加仓 |
 谷歌AGOOGL |
| 3.15% | 2.85% | $520.8万 | 1,948股 | $493.0万 | 2,019股 | -71股-3.52% | 减仓 |
 亚马逊AMZN |
| 2.8% | 2.8% | $463.2万 | 1,410股 | $484.0万 | 1,407股 | +3股+0.21% | 加仓 |
| SSPDR黄金信托GLD |
| 2.8% | 2.68% | $462.9万 | 2.8万股 | $464.5万 | 2.8万股 | +140股+0.50% | 加仓 |
 微软MSFT |
| 2.76% | 2.62% | $456.9万 | 1.6万股 | $452.5万 | 1.7万股 | -494股-2.96% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.63% | 2.65% | $435.5万 | 2.8万股 | $457.7万 | 3.0万股 | -1,218股-4.12% | 减仓 |
| V先锋领航指数基金VTV |
| 2.54% | 2.7% | $420.4万 | 3.1万股 | $467.5万 | 3.4万股 | -2,953股-8.68% | 减仓 |
| S嘉信策略信托SCHD |
| 2.52% | 2.47% | $417.1万 | 5.6万股 | $427.4万 | 5.7万股 | -344股-0.61% | 减仓 |
| FFLEXSHARES ULTRA-SHORT INCOME FUNDRAVI |
| 2.5% | 2.53% | $412.7万 | 5.4万股 | $438.2万 | 5.8万股 | -3,327股-5.78% | 减仓 |
| WWisdomTree信托GCC |
| 2.42% | 1.97% | $400.2万 | 17.9万股 | $341.6万 | 15.4万股 | +2.5万股+16.37% | 加仓 |
| S嘉信·USSCHA |
| 2.1% | 1.81% | $347.1万 | 3.5万股 | $313.3万 | 3.0万股 | +4,602股+15.30% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 2.1% | 2% | $346.6万 | 1.7万股 | $346.7万 | 1.7万股 | 00.00% | 持仓不变 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 2.07% | 2.11% | $342.3万 | 6.8万股 | $365.6万 | 7.2万股 | -4,140股-5.76% | 减仓 |
| V先锋领航指数基金VOO |
| 1.98% | 1.9% | $327.9万 | 8,314股 | $328.7万 | 8,353股 | -39股-0.47% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.94% | 1.92% | $320.5万 | 1.2万股 | $331.7万 | 1.2万股 | -194股-1.63% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.88% | 1.8% | $310.6万 | 4.6万股 | $310.9万 | 4.5万股 | +552股+1.21% | 加仓 |
 埃克森美孚XOM |
| 1.62% | 1.66% | $267.2万 | 4.5万股 | $286.9万 | 4.5万股 | -54股-0.12% | 减仓 |
| V先锋领航全球基金VGT |
| 1.5% | 1.42% | $247.9万 | 6,177股 | $245.5万 | 6,157股 | +20股+0.32% | 加仓 |
| AAGNT INCAGNT |
| 1.42% | 1.34% | $234.6万 | 5.9万股 | $231.5万 | 6.0万股 | -710股-1.19% | 减仓 |
| V先锋领航·MIDVO |
| 1.32% | 1.32% | $217.8万 | 9,200股 | $228.2万 | 9,615股 | -415股-4.32% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.12% | 2.54% | $185.8万 | 1.2万股 | $440.1万 | 2.9万股 | -1.7万股-57.54% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.09% | 1.02% | $180.1万 | 2.8万股 | $177.1万 | 2.8万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VPU |
| 1.08% | 1.53% | $179.1万 | 1.3万股 | $265.3万 | 1.9万股 | -6,248股-32.68% | 减仓 |
| WWisdomTree信托WT |
| 1.01% | 1.3% | $167.0万 | 6.7万股 | $224.4万 | 8.9万股 | -2.3万股-25.56% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.97% | 0.99% | $161.1万 | 6,041股 | $171.4万 | 6,531股 | -490股-7.50% | 减仓 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 0.92% | 1.76% | $151.9万 | 2.9万股 | $304.5万 | 5.7万股 | -2.8万股-48.67% | 减仓 |
| IiShares安硕信托USMV |
| 0.88% | 0.84% | $145.5万 | 2.0万股 | $145.7万 | 2.0万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIFSEP |
| 0.81% | — | $134.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.7% | 0.67% | $115.0万 | 2.1万股 | $116.0万 | 2.1万股 | 00.00% | 持仓不变 |
| CCARLYLE CREDIT INCOME FUNDCCIF |
| 0.62% | 0.7% | $103.3万 | 9.8万股 | $120.5万 | 11.2万股 | -1.3万股-11.81% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.61% | 0.49% | $101.4万 | 4,104股 | $85.6万 | 3,464股 | +640股+18.48% | 加仓 |
| FFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUNDIQDF |
| 0.61% | 0.71% | $101.0万 | 4.0万股 | $123.7万 | 4.7万股 | -6,534股-14.02% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.57% | 0.73% | $95.1万 | 1.2万股 | $125.9万 | 1.5万股 | -3,680股-24.18% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.54% | 0.67% | $90.1万 | 9,540股 | $115.9万 | 1.2万股 | -2,655股-21.77% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.51% | 0.49% | $84.3万 | 1.4万股 | $84.4万 | 1.4万股 | 00.00% | 持仓不变 |
| LLATTICE STRATEGIES TRROAM |
| 0.51% | 0.27% | $83.8万 | 3.4万股 | $46.5万 | 1.8万股 | +1.6万股+87.62% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.5% | 0.56% | $83.1万 | 1.6万股 | $97.7万 | 1.9万股 | -2,870股-14.90% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.5% | 0.48% | $82.3万 | 2股 | $83.7万 | 2股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.5% | 0.52% | $82.3万 | 2.8万股 | $90.3万 | 2.7万股 | +1,330股+5.00% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.49% | 0.46% | $81.3万 | 1.8万股 | $79.1万 | 1.7万股 | +52股+0.30% | 加仓 |
| F第一信托·USTFVD |
| 0.49% | 0.48% | $81.3万 | 2.1万股 | $82.4万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.46% | $79.9万 | 1,862股 | $79.1万 | 1,849股 | +13股+0.70% | 加仓 |
| V先锋领航全球基金VFH |
| 0.48% | 0.44% | $79.2万 | 8,550股 | $75.4万 | 8,340股 | +210股+2.52% | 加仓 |
 爱德华生命科学EW |
| 0.46% | 0.41% | $76.9万 | 6,795股 | $70.4万 | 6,795股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.46% | 0.45% | $76.1万 | 5,850股 | $77.6万 | 5,850股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.44% | 0.39% | $73.4万 | 2,162股 | $67.8万 | 1,950股 | +212股+10.87% | 加仓 |
