| S嘉信策略信托SCHD |
| 22.12% | 23.2% | $6,060.5万 | 80.1万股 | $6,069.0万 | 83.2万股 | -3.1万股-3.71% | 减仓 |
| IiShares安硕信托IVV |
| 12.05% | 9.85% | $3,300.5万 | 7.7万股 | $2,576.5万 | 6.5万股 | +1.2万股+18.54% | 加仓 |
| IiShares安硕·COREIJH |
| 9.99% | 10.17% | $2,735.6万 | 10.2万股 | $2,659.7万 | 10.2万股 | -390股-0.38% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 4.95% | 4.59% | $1,357.0万 | 5.0万股 | $1,201.4万 | 4.9万股 | +553股+1.12% | 加仓 |
| V先锋领航全球基金VDC |
| 4% | 4.05% | $1,094.8万 | 6.0万股 | $1,059.1万 | 5.9万股 | +558股+0.94% | 加仓 |
 苹果AAPL |
| 3.71% | 3.96% | $1,016.3万 | 7.4万股 | $1,036.4万 | 8.5万股 | -1.1万股-12.55% | 减仓 |
| IiShares安硕信托IQLT |
| 2.75% | 2.77% | $754.5万 | 19.6万股 | $723.4万 | 19.9万股 | -2,853股-1.44% | 减仓 |
| G通用动力VTI |
| 2.22% | 2.44% | $607.4万 | 2.7万股 | $638.8万 | 3.1万股 | -3,649股-11.81% | 减仓 |
 亚马逊AMZN |
| 2.08% | 2.11% | $569.0万 | 1,654股 | $550.7万 | 1,780股 | -126股-7.08% | 减仓 |
| IiShares安硕信托LRGF |
| 2.04% | 1.86% | $559.5万 | 13.1万股 | $486.2万 | 12.0万股 | +1.1万股+9.19% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.56% | 0.63% | $426.9万 | 6.5万股 | $165.9万 | 2.6万股 | +3.9万股+145.62% | 加仓 |
 CHESAPEAKE UTILSCPK |
| 1.28% | 1.66% | $349.7万 | 2.9万股 | $435.2万 | 3.7万股 | -8,428股-22.48% | 减仓 |
| I景顺自营指数基金BSJL |
| 1.16% | 1.2% | $318.9万 | 13.9万股 | $313.5万 | 13.6万股 | +2,623股+1.93% | 加仓 |
 Meta平台META |
| 1.08% | 0.99% | $294.9万 | 8,482股 | $258.5万 | 8,776股 | -294股-3.35% | 减仓 |
 PRICE T ROWE COMTROW |
| 1.02% | 0.93% | $280.2万 | 1.4万股 | $242.8万 | 1.4万股 | +2股+0.01% | 加仓 |
| IiShares安硕·COREIJR |
| 1.02% | 1% | $279.8万 | 2.5万股 | $260.8万 | 2.4万股 | +736股+3.06% | 加仓 |
 PAYPAL COMPYPL |
| 0.92% | 0.83% | $251.8万 | 8,640股 | $217.3万 | 8,949股 | -309股-3.45% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.91% | 0.9% | $250.2万 | 4.6万股 | $236.1万 | 4.6万股 | +27股+0.06% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.88% | 0.9% | $240.2万 | 4.7万股 | $235.2万 | 4.6万股 | +972股+2.12% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.86% | 0.33% | $235.3万 | 7.5万股 | $86.2万 | 2.8万股 | +4.8万股+173.15% | 加仓 |
| I景顺自营指数基金BSJM1EUR |
| 0.8% | 0.73% | $219.2万 | 9.4万股 | $192.2万 | 8.2万股 | +1.2万股+14.03% | 加仓 |
 家得宝HD |
| 0.74% | 0.86% | $203.9万 | 6,395股 | $224.4万 | 7,352股 | -957股-13.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.74% | 0.77% | $202.8万 | 4,737股 | $201.1万 | 5,073股 | -336股-6.62% | 减仓 |
 微软MSFT |
| 0.71% | 0.78% | $195.0万 | 7,199股 | $203.5万 | 8,633股 | -1,434股-16.61% | 减仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.51% | 0.41% | $138.4万 | 4.0万股 | $107.3万 | 3.2万股 | +7,207股+22.25% | 加仓 |
 强生JNJ |
| 0.5% | 0.56% | $137.8万 | 8,363股 | $146.5万 | 8,916股 | -553股-6.20% | 减仓 |
| I景顺交易所交易基金IIBAB |
| 0.5% | 0.13% | $136.0万 | 4.1万股 | $34.0万 | 1.1万股 | +3.0万股+286.19% | 加仓 |
| IiShares安硕信托DGRO |
| 0.5% | 0.4% | $135.8万 | 2.7万股 | $105.0万 | 2.2万股 | +5,209股+23.94% | 加仓 |
 麦当劳MCD |
| 0.49% | 0.57% | $135.5万 | 5,865股 | $149.0万 | 6,646股 | -781股-11.75% | 减仓 |
| V先锋领航指数基金VXF |
| 0.49% | — | $135.3万 | 7,172股 | $0 | 0股 | +7,172股 | 新买入 |
| I景顺自营指数基金 |
| 0.48% | 0.15% | $130.3万 | 5.1万股 | $38.2万 | 1.5万股 | +3.6万股+238.32% | 加仓 |
 赛富时CRM |
| 0.46% | 0.43% | $126.9万 | 5,194股 | $112.1万 | 5,290股 | -96股-1.81% | 减仓 |
 耐克NKE |
| 0.43% | 0.42% | $117.4万 | 7,598股 | $109.7万 | 8,252股 | -654股-7.93% | 减仓 |
 宝洁PG |
| 0.4% | 0.6% | $110.9万 | 8,221股 | $157.8万 | 1.2万股 | -3,432股-29.45% | 减仓 |
| BBANK OF AMERBAC |
| 0.4% | 0.39% | $109.6万 | 2.7万股 | $103.0万 | 2.7万股 | -27股-0.10% | 减仓 |
 埃克森美孚XOM |
| 0.38% | 0.42% | $105.3万 | 1.7万股 | $108.6万 | 1.9万股 | -2,753股-14.16% | 减仓 |
| I景顺自营指数基金2671931D |
| 0.38% | 0.4% | $104.4万 | 4.9万股 | $104.8万 | 5.0万股 | -121股-0.24% | 减仓 |
 星巴克SBUX |
| 0.37% | 0.62% | $102.0万 | 9,123股 | $161.3万 | 1.5万股 | -5,642股-38.21% | 减仓 |
| SSANDY SPRING BANCORP INCSD2 |
| 0.37% | 0.37% | $100.2万 | 2.3万股 | $96.7万 | 2.2万股 | +443股+1.99% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 0.36% | 0.31% | $97.9万 | 1.8万股 | $82.1万 | 1.6万股 | +2,197股+14.04% | 加仓 |
| V先锋领航指数基金VBK |
| 0.35% | 0.35% | $95.9万 | 3,308股 | $90.4万 | 3,291股 | +17股+0.52% | 加仓 |
 黑石集团BX |
| 0.34% | 0.27% | $92.0万 | 9,468股 | $70.6万 | 9,467股 | +1股+0.01% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.33% | 0.33% | $90.0万 | 1.1万股 | $86.5万 | 1.1万股 | 00.00% | 持仓不变 |
 多佛DOV |
| 0.31% | 0.36% | $84.3万 | 5,599股 | $94.9万 | 6,919股 | -1,320股-19.08% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.32% | $83.2万 | 2,993股 | $84.2万 | 3,296股 | -303股-9.19% | 减仓 |
 特斯拉TSLA |
| 0.29% | 0.3% | $80.3万 | 1,182股 | $79.1万 | 1,184股 | -2股-0.17% | 减仓 |
| IiShares安硕信托GJS |
| 0.29% | 0.3% | $78.5万 | 3.0万股 | $77.3万 | 3.0万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.28% | 0.29% | $75.8万 | 9,745股 | $76.7万 | 9,956股 | -211股-2.12% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.27% | 0.25% | $74.2万 | 2,040股 | $65.8万 | 2,034股 | +6股+0.29% | 加仓 |
| IiShares安硕信托TIP |
| 0.27% | 0.27% | $74.2万 | 5,799股 | $70.9万 | 5,651股 | +148股+2.62% | 加仓 |
