| SSPDR标普500 ETFSPY |
| 4.29% | 0.89% | $6,942.2万 | 9.3万股 | $1,188.2万 | 7.8万股 | +1.5万股+18.98% | 加仓 |
| G通用动力VTI |
| 4.02% | 4.71% | $6,499.7万 | 17.6万股 | $6,287.8万 | 18.8万股 | -1.2万股-6.34% | 减仓 |
| NNAVIOS MARITIME PARTNERS |
| 3.85% | 3.42% | $6,223.0万 | 88.9万股 | $4,564.0万 | 87.1万股 | +1.7万股+2.01% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.71% | 4.06% | $5,995.1万 | 177.2万股 | $5,419.6万 | 166.1万股 | +11.0万股+6.63% | 加仓 |
| S嘉信策略信托SCHD |
| 3.56% | 3.47% | $5,759.9万 | 181.6万股 | $4,634.6万 | 169.0万股 | +12.7万股+7.51% | 加仓 |
| S嘉信·USSCHX |
| 2.43% | 2.53% | $3,922.0万 | 133.3万股 | $3,383.4万 | 125.7万股 | +7.5万股+6.00% | 加仓 |
| IiShares安硕信托AGG |
| 2.13% | 1.88% | $3,441.7万 | 34.8万股 | $2,511.9万 | 25.1万股 | +9.6万股+38.26% | 加仓 |
 苹果AAPL |
| 1.95% | 2.18% | $3,151.4万 | 11.1万股 | $2,917.8万 | 10.7万股 | +3,459股+3.22% | 加仓 |
| S嘉信策略信托SCHF |
| 1.75% | 1.76% | $2,834.7万 | 102.3万股 | $2,345.1万 | 97.5万股 | +4.8万股+4.91% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.57% | 1.8% | $2,538.5万 | 55.8万股 | $2,408.0万 | 52.3万股 | +3.5万股+6.69% | 加仓 |
| I景顺QQQ信托VOO |
| 1.47% | 1.29% | $2,369.4万 | 4.7万股 | $1,727.9万 | 3.6万股 | +1.1万股+29.03% | 加仓 |
| S嘉信·USSCHA |
| 1.34% | 1.22% | $2,167.8万 | 60.0万股 | $1,627.1万 | 57.1万股 | +2.9万股+5.02% | 加仓 |
| V先锋领航指数基金VOO |
| 1.3% | 1.29% | $2,109.3万 | 3.1万股 | $1,718.2万 | 2.7万股 | +3,314股+12.10% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.3% | 1.49% | $2,100.8万 | 53.2万股 | $1,987.1万 | 49.4万股 | +3.9万股+7.81% | 加仓 |
| WWisdomTree信托DLN |
| 1.15% | 1.27% | $1,857.7万 | 19.3万股 | $1,694.7万 | 19.2万股 | +458股+0.24% | 加仓 |
| IiShares安硕·S&PIUSG |
| 1.06% | 1.04% | $1,708.6万 | 9.1万股 | $1,390.0万 | 8.3万股 | +8,072股+9.75% | 加仓 |
| WWisdomTree信托DGRW |
| 1.05% | 1.32% | $1,690.6万 | 17.7万股 | $1,768.6万 | 19.8万股 | -2.1万股-10.60% | 减仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 1.04% | 1.02% | $1,681.4万 | 46.6万股 | $1,357.7万 | 41.4万股 | +5.2万股+12.64% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.97% | 1.02% | $1,566.5万 | 31.0万股 | $1,357.9万 | 27.2万股 | +3.8万股+14.02% | 加仓 |
 英伟达NVDA |
| 0.94% | 1.09% | $1,517.4万 | 8.3万股 | $1,454.7万 | 8.0万股 | +3,414股+4.28% | 加仓 |
| IiShares安硕信托IUSV |
| 0.91% | 0.9% | $1,477.3万 | 13.4万股 | $1,206.6万 | 11.8万股 | +1.6万股+13.97% | 加仓 |
| TTSAKOS ENERGY NAVIGATION COM USD5.00(POST REV SPLIT) |
| 0.87% | 0.67% | $1,405.0万 | 39.7万股 | $889.9万 | 39.7万股 | +326股+0.08% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.86% | 0.5% | $1,393.8万 | 33.8万股 | $668.8万 | 17.5万股 | +16.2万股+92.55% | 加仓 |
| IiShares安硕信托IVV |
| 0.78% | 0.83% | $1,267.7万 | 1.7万股 | $1,113.1万 | 1.6万股 | +676股+4.16% | 加仓 |
| S嘉信策略信托SCHE |
| 0.76% | 0.75% | $1,231.7万 | 34.0万股 | $997.9万 | 30.5万股 | +3.5万股+11.48% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.76% | 0.75% | $1,231.3万 | 17.3万股 | $1,007.7万 | 16.1万股 | +1.2万股+7.14% | 加仓 |
 微软MSFT |
| 0.76% | 1.08% | $1,228.9万 | 3.3万股 | $1,448.6万 | 3.0万股 | +2,991股+9.99% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.75% | 0.85% | $1,218.1万 | 5.1万股 | $1,130.1万 | 5.1万股 | +59股+0.11% | 加仓 |
 特斯拉TSLA |
| 0.71% | 0.97% | $1,154.3万 | 2.8万股 | $1,291.6万 | 3.0万股 | -2,056股-6.93% | 减仓 |
| S嘉信策略信托SCHM |
| 0.71% | 0.61% | $1,140.1万 | 30.9万股 | $812.3万 | 27.0万股 | +3.9万股+14.46% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.7% | — | $1,136.5万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
| C资本集团成长ETFCGGR |
| 0.69% | 0.75% | $1,115.7万 | 26.4万股 | $998.5万 | 28.8万股 | -2.5万股-8.54% | 减仓 |
 亚马逊AMZN |
| 0.64% | 0.78% | $1,034.1万 | 4.3万股 | $1,047.0万 | 4.5万股 | -1,972股-4.35% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.63% | 0.72% | $1,025.4万 | 21.3万股 | $962.1万 | 21.1万股 | +1,773股+0.84% | 加仓 |
 埃克森美孚XOM |
| 0.61% | 0.6% | $982.7万 | 7.2万股 | $800.2万 | 6.6万股 | +5,382股+8.09% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.55% | 0.51% | $894.6万 | 19.0万股 | $686.6万 | 14.4万股 | +4.5万股+31.43% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 0.55% | 0.9% | $886.3万 | 51.0万股 | $1,204.5万 | 51.1万股 | -345股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.61% | $881.7万 | 1.8万股 | $819.2万 | 1.6万股 | +1,322股+8.11% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.53% | 0.52% | $862.8万 | 1.7万股 | $690.7万 | 1.4万股 | +2,145股+14.93% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.51% | 0.65% | $827.6万 | 10.4万股 | $871.0万 | 10.2万股 | +2,182股+2.14% | 加仓 |
| WWAYSTARWAY |
| 0.49% | 0.83% | $795.8万 | 38.8万股 | $1,103.3万 | 33.7万股 | +5.1万股+15.06% | 加仓 |
| V先锋领航全球基金VGT |
| 0.49% | 0.42% | $794.9万 | 6.7万股 | $558.0万 | 7,403股 | +5.9万股+798.38% | 加仓 |
| IiShares安硕信托SHV |
| 0.48% | 0.67% | $776.0万 | 7.0万股 | $898.5万 | 8.2万股 | -1.1万股-13.79% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.48% | 0.49% | $774.5万 | 13.0万股 | $657.7万 | 12.2万股 | +7,408股+6.05% | 加仓 |
 谷歌AGOOGL |
| 0.47% | 0.45% | $759.9万 | 2.1万股 | $606.5万 | 1.9万股 | +1,889股+9.75% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.45% | 0.5% | $731.2万 | 30.0万股 | $671.6万 | 27.6万股 | +2.4万股+8.79% | 加仓 |
 博通AVGO |
| 0.45% | 0.41% | $728.6万 | 1.9万股 | $548.7万 | 1.6万股 | +3,239股+20.18% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.43% | 0.38% | $702.4万 | 30.4万股 | $502.9万 | 21.5万股 | +8.8万股+41.13% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.42% | 0.4% | $686.1万 | 19.7万股 | $540.2万 | 18.2万股 | +1.5万股+8.04% | 加仓 |
 LENNARLEN |
| 0.42% | 0.1% | $677.2万 | 7.6万股 | $137.5万 | 1.3万股 | +6.2万股+466.38% | 加仓 |
