| S嘉信·USSCHX |
| 32.93% | 30.88% | $3.66亿 | 1,578.0万股 | $3.47亿 | 510.9万股 | +1,067.1万股+208.85% | 加仓 |
| IiShares安硕信托AGG |
| 11.97% | 11.74% | $1.33亿 | 137.2万股 | $1.32亿 | 130.2万股 | +7.0万股+5.40% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 11.29% | 9.1% | $1.25亿 | 568.2万股 | $1.02亿 | 221.4万股 | +346.8万股+156.68% | 加仓 |
| V先锋领航指数基金VUG |
| 7.13% | 6.5% | $7,922.3万 | 19.3万股 | $7,298.9万 | 19.0万股 | +2,910股+1.53% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 6.47% | 6.14% | $7,183.3万 | 16.9万股 | $6,896.9万 | 16.3万股 | +5,819股+3.57% | 加仓 |
| V先锋领航债券指数基金BSV |
| 6% | 3.43% | $6,670.6万 | 86.3万股 | $3,847.7万 | 48.9万股 | +37.4万股+76.55% | 加仓 |
| S道富XLI |
| 3.75% | 3.74% | $4,163.2万 | 31.6万股 | $4,197.4万 | 31.0万股 | +6,057股+1.95% | 加仓 |
| SSPDR行业精选信托XLF |
| 3.29% | 3.02% | $3,655.3万 | 75.6万股 | $3,390.0万 | 74.8万股 | +8,313股+1.11% | 加仓 |
| IiShares安硕信托IVV |
| 2.73% | 2.64% | $3,029.5万 | 5.1万股 | $2,959.7万 | 5.1万股 | +153股+0.30% | 加仓 |
| S嘉信策略信托SCHM |
| 2.3% | 2.18% | $2,557.4万 | 92.3万股 | $2,450.9万 | 29.5万股 | +62.8万股+212.88% | 加仓 |
| IINVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCA |
| 2.28% | 2.17% | $2,533.4万 | 122.7万股 | $2,435.1万 | 117.9万股 | +4.8万股+4.04% | 加仓 |
| IiShares安硕信托IWV |
| 1.87% | 1.78% | $2,079.9万 | 6.2万股 | $1,994.3万 | 6.1万股 | +1,186股+1.94% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.5% | 1.35% | $1,670.3万 | 5.2万股 | $1,512.8万 | 4.8万股 | +3,728股+7.75% | 加仓 |
| IiShares安硕信托SGOV |
| 0.77% | 0.48% | $851.7万 | 8.5万股 | $543.4万 | 5.4万股 | +3.1万股+57.37% | 加仓 |
 苹果AAPL |
| 0.51% | 0.29% | $571.2万 | 2.3万股 | $321.7万 | 1.4万股 | +9,005股+65.23% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 0.43% | $479.6万 | 4.5万股 | $485.8万 | 4.1万股 | +3,146股+7.59% | 加仓 |
 微软MSFT |
| 0.41% | 0.3% | $452.0万 | 1.1万股 | $331.5万 | 7,703股 | +3,021股+39.22% | 加仓 |
| S嘉信·USSCHA |
| 0.36% | 0.32% | $397.1万 | 15.4万股 | $358.9万 | 7.0万股 | +8.4万股+120.32% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.34% | 0.3% | $381.2万 | 1.7万股 | $338.5万 | 1.5万股 | +1,925股+12.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.19% | 0.17% | $215.2万 | 3,671股 | $191.7万 | 3,341股 | +330股+9.88% | 加仓 |
| IiShares安硕·COREIJH |
| 0.19% | 0.19% | $207.5万 | 3.3万股 | $207.7万 | 3.3万股 | -31股-0.09% | 减仓 |
 礼来LLY |
| 0.17% | 0.03% | $190.7万 | 2,470股 | $28.4万 | 320股 | +2,150股+671.88% | 加仓 |
 亚马逊AMZN |
| 0.17% | 0.05% | $184.0万 | 8,389股 | $61.6万 | 3,306股 | +5,083股+153.75% | 加仓 |
| IIBMIBM |
| 0.11% | 0.03% | $121.7万 | 5,537股 | $37.5万 | 1,698股 | +3,839股+226.09% | 加仓 |
 万豪MAR |
| 0.11% | — | $117.8万 | 4,224股 | $0 | 0股 | +4,224股 | 新买入 |
 英伟达NVDA |
| 0.11% | 0.03% | $117.7万 | 8,766股 | $37.6万 | 3,098股 | +5,668股+182.96% | 加仓 |
 百时美施贵宝BMY |
| 0.1% | 0.03% | $113.5万 | 2.0万股 | $32.7万 | 6,313股 | +1.4万股+217.85% | 加仓 |
| N新纪元能源NEE |
| 0.09% | 0.09% | $98.8万 | 1.4万股 | $95.4万 | 1.1万股 | +2,486股+22.02% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.08% | 0.04% | $89.0万 | 2,215股 | $49.9万 | 1,329股 | +886股+66.67% | 加仓 |
 雪佛龙CVX |
| 0.08% | 0.03% | $85.6万 | 5,907股 | $30.9万 | 2,100股 | +3,807股+181.29% | 加仓 |
 博通AVGO |
| 0.07% | 0.05% | $81.0万 | 3,493股 | $57.1万 | 3,312股 | +181股+5.46% | 加仓 |
 家得宝HD |
| 0.07% | 0.03% | $79.8万 | 2,051股 | $39.1万 | 965股 | +1,086股+112.54% | 加仓 |
| V先锋领航·TOTALBND |
| 0.07% | 0.07% | $75.0万 | 1.0万股 | $76.7万 | 1.0万股 | +218股+2.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.07% | 0.04% | $72.9万 | 1,609股 | $48.3万 | 1,050股 | +559股+53.24% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.06% | 0.05% | $68.9万 | 3,071股 | $56.5万 | 2,820股 | +251股+8.90% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.06% | 0.06% | $67.8万 | 1,973股 | $62.0万 | 1,927股 | +46股+2.39% | 加仓 |
 道明尼能源D |
| 0.06% | 0.06% | $65.2万 | 1.2万股 | $63.0万 | 1.1万股 | +1,204股+11.04% | 加仓 |
 艾伯维ABBV |
| 0.06% | 0.03% | $63.7万 | 3,583股 | $35.8万 | 1,813股 | +1,770股+97.63% | 加仓 |
 雅培ABT |
| 0.06% | 0.02% | $61.8万 | 5,468股 | $20.3万 | 1,784股 | +3,684股+206.50% | 加仓 |
 梅特勒托利多MTD |
| 0.05% | — | $60.8万 | 497股 | $0 | 0股 | +497股 | 新买入 |
| SSCIENCE APPLICATIONS INTLSAIC |
| 0.05% | — | $56.2万 | 5,026股 | $0 | 0股 | +5,026股 | 新买入 |
| CCACI国际CACI |
| 0.05% | 0.03% | $54.1万 | 1,338股 | $38.5万 | 764股 | +574股+75.13% | 加仓 |
 摩根大通JPM |
| 0.05% | 0.04% | $52.8万 | 2,201股 | $39.8万 | 1,889股 | +312股+16.52% | 加仓 |
| V先锋领航全球基金VGT |
| 0.05% | — | $52.4万 | 843股 | $0 | 0股 | +843股 | 新买入 |
| F第一信托交易所交易基金SKYY |
| 0.05% | 0.04% | $50.3万 | 4,222股 | $43.1万 | 4,210股 | +12股+0.29% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.04% | 0.04% | $49.6万 | 2,134股 | $47.5万 | 2,103股 | +31股+1.47% | 加仓 |
 德州仪器TXN |
| 0.04% | 0.05% | $49.5万 | 2,640股 | $54.5万 | 2,640股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.04% | 0.04% | $48.1万 | 6,981股 | $43.1万 | 6,384股 | +597股+9.35% | 加仓 |
 甲骨文ORCL |
| 0.04% | — | $47.6万 | 2,858股 | $0 | 0股 | +2,858股 | 新买入 |
 万事达MA |
| 0.04% | 0.03% | $45.7万 | 868股 | $29.1万 | 589股 | +279股+47.37% | 加仓 |
