| IiShares安硕信托ITOT |
| 11.35% | 11.27% | $1.69亿 | 102.6万股 | $1.38亿 | 96.8万股 | +5.7万股+5.94% | 加仓 |
| IiShares安硕信托IVV |
| 9.98% | 10.04% | $1.48亿 | 19.8万股 | $1.23亿 | 18.8万股 | +9,737股+5.18% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 7.09% | 7.11% | $1.05亿 | 138.3万股 | $8,702.3万 | 127.1万股 | +11.2万股+8.79% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 6.83% | 7.27% | $1.01亿 | 24.8万股 | $8,894.0万 | 24.9万股 | -1,841股-0.74% | 减仓 |
| I景顺QQQ信托VOO |
| 6.31% | 6.1% | $9,361.4万 | 12.7万股 | $7,466.2万 | 12.9万股 | -2,078股-1.61% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.85% | 4.91% | $7,204.4万 | 248.8万股 | $6,011.5万 | 239.5万股 | +9.3万股+3.87% | 加仓 |
| G通用动力VTI |
| 4.84% | 4.98% | $7,187.2万 | 19.4万股 | $6,097.0万 | 19.0万股 | +4,178股+2.20% | 加仓 |
| IiShares安硕信托ICSH |
| 4.63% | 5.07% | $6,881.1万 | 136.0万股 | $6,199.1万 | 122.5万股 | +13.6万股+11.09% | 加仓 |
 苹果AAPL |
| 2.99% | 3.2% | $4,444.3万 | 15.4万股 | $3,913.8万 | 15.4万股 | -625股-0.41% | 减仓 |
| IiShares安硕·COREIJH |
| 2.83% | 2.96% | $4,204.9万 | 54.5万股 | $3,626.4万 | 53.7万股 | +8,301股+1.55% | 加仓 |
| SSPDR道富系列信托SPTM |
| 2.83% | 3% | $4,196.1万 | 46.2万股 | $3,670.4万 | 46.4万股 | -2,080股-0.45% | 减仓 |
| WWisdomTree信托DGRW |
| 2.3% | 2.11% | $3,412.9万 | 35.7万股 | $2,587.0万 | 29.5万股 | +6.2万股+21.19% | 加仓 |
| V先锋领航指数基金VXF |
| 1.75% | 1.66% | $2,590.8万 | 10.5万股 | $2,026.2万 | 9.8万股 | +6,772股+6.88% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.59% | 1.66% | $2,356.1万 | 19.0万股 | $2,033.7万 | 4.8万股 | +14.2万股+297.84% | 加仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 1.5% | 1.78% | $2,233.7万 | 54.5万股 | $2,176.6万 | 55.9万股 | -1.3万股-2.39% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.48% | 1.55% | $2,200.1万 | 2.9万股 | $1,894.6万 | 2.9万股 | +336股+1.16% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.41% | 0.96% | $2,091.5万 | 6.9万股 | $1,171.9万 | 4.9万股 | +2.0万股+39.98% | 加仓 |
 微软MSFT |
| 1.07% | 1.24% | $1,586.1万 | 4.3万股 | $1,511.7万 | 4.1万股 | +1,684股+4.12% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.94% | 0.76% | $1,399.1万 | 10.9万股 | $930.8万 | 8.5万股 | +2.5万股+29.00% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.94% | 1.02% | $1,398.1万 | 31.5万股 | $1,250.0万 | 32.2万股 | -6,503股-2.02% | 减仓 |
| IiShares安硕IEMG |
| 0.88% | 0.85% | $1,311.1万 | 15.8万股 | $1,044.5万 | 15.0万股 | +8,518股+5.69% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.81% | 0.84% | $1,198.0万 | 14.0万股 | $1,025.1万 | 13.3万股 | +7,199股+5.42% | 加仓 |
 亚马逊AMZN |
| 0.79% | 0.81% | $1,179.3万 | 4.9万股 | $989.4万 | 4.8万股 | +1,974股+4.16% | 加仓 |
| S嘉信策略信托SCHD |
| 0.78% | 0.94% | $1,163.2万 | 36.7万股 | $1,148.3万 | 37.4万股 | -7,448股-1.99% | 减仓 |
| V先锋领航指数基金VUG |
| 0.77% | 0.79% | $1,137.8万 | 13.2万股 | $964.7万 | 2.2万股 | +11.0万股+498.06% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.69% | 0.83% | $1,027.7万 | 20.3万股 | $1,021.0万 | 20.5万股 | -1,470股-0.72% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.67% | 0.51% | $998.1万 | 19.7万股 | $628.5万 | 12.4万股 | +7.3万股+58.93% | 加仓 |
 谷歌AGOOGL |
| 0.61% | 0.54% | $900.2万 | 2.5万股 | $660.1万 | 2.3万股 | +2,235股+9.74% | 加仓 |
| IiShares安硕信托IXUS |
| 0.6% | 0.29% | $893.5万 | 9.4万股 | $358.3万 | 4.1万股 | +5.2万股+126.40% | 加仓 |
 英伟达NVDA |
| 0.57% | 0.5% | $844.4万 | 4.2万股 | $607.0万 | 3.5万股 | +7,398股+21.26% | 加仓 |
| J摩根大通交易所交易基金JTNY |
| 0.5% | — | $736.9万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
| IiShares安硕信托IWV |
| 0.48% | 0.51% | $712.6万 | 1.7万股 | $623.5万 | 1.7万股 | -111股-0.66% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.45% | 0.5% | $661.3万 | 11.1万股 | $607.7万 | 11.2万股 | -1,640股-1.46% | 减仓 |
| IiShares安硕信托IVW |
| 0.43% | 0.41% | $644.7万 | 4.7万股 | $498.8万 | 4.4万股 | +2,774股+6.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.43% | $636.5万 | 1.8万股 | $526.4万 | 1.8万股 | -334股-1.82% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.44% | $635.4万 | 1.9万股 | $543.9万 | 1.8万股 | +923股+4.99% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.41% | 0.45% | $606.7万 | 13.3万股 | $547.7万 | 12.7万股 | +5,775股+4.55% | 加仓 |
| V先锋领航指数基金VTV |
| 0.41% | 0.45% | $606.3万 | 2.8万股 | $555.8万 | 2.8万股 | -507股-1.79% | 减仓 |
| IiShares安硕信托IWD |
| 0.4% | 0.42% | $592.8万 | 2.4万股 | $518.5万 | 2.4万股 | +185股+0.76% | 加仓 |
 LPL金融LPLA |
| 0.37% | 0.48% | $556.5万 | 2.0万股 | $591.6万 | 2.0万股 | +93股+0.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.35% | 0.4% | $513.6万 | 2.2万股 | $490.8万 | 2.3万股 | -1,117股-4.89% | 减仓 |
| S嘉信·USSCHX |
| 0.34% | 0.36% | $502.2万 | 17.1万股 | $445.5万 | 17.4万股 | -3,095股-1.78% | 减仓 |
 Meta平台META |
| 0.31% | 0.37% | $455.5万 | 8,087股 | $449.2万 | 7,851股 | +236股+3.01% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.34% | $446.0万 | 8,914股 | $420.7万 | 8,780股 | +134股+1.53% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.28% | $443.0万 | 6,451股 | $343.8万 | 5,754股 | +697股+12.11% | 加仓 |
 特斯拉TSLA |
| 0.28% | 0.3% | $411.3万 | 9,778股 | $363.9万 | 9,790股 | -12股-0.12% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.27% | 0.28% | $408.0万 | 3.4万股 | $339.6万 | 3.5万股 | -396股-1.14% | 减仓 |
 VisaV |
| 0.24% | 0.24% | $353.0万 | 1.0万股 | $297.9万 | 9,856股 | +433股+4.39% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.22% | 0.23% | $323.6万 | 4,590股 | $275.6万 | 4,457股 | +133股+2.98% | 加仓 |
 科磊KLAC |
| 0.22% | 0.12% | $321.1万 | 1.1万股 | $152.0万 | 1,033股 | +9,609股+930.20% | 加仓 |
