| S嘉信策略信托SCHF |
| 12.03% | 12.17% | $1.58亿 | 572.2万股 | $1.45亿 | 584.8万股 | -12.6万股-2.15% | 减仓 |
| V先锋领航指数基金VTV |
| 11.44% | 11.55% | $1.51亿 | 69.2万股 | $1.37亿 | 70.0万股 | -8,269股-1.18% | 减仓 |
| V先锋领航指数基金VUG |
| 9.35% | 8.7% | $1.23亿 | 143.0万股 | $1.04亿 | 23.7万股 | +119.3万股+503.29% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 8.93% | 9% | $1.18亿 | 142.5万股 | $1.07亿 | 129.4万股 | +13.0万股+10.06% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.36% | 4.55% | $5,746.7万 | 97.4万股 | $5,417.0万 | 91.0万股 | +6.5万股+7.11% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.14% | 3.12% | $4,133.8万 | 69.3万股 | $3,712.3万 | 68.7万股 | +5,714股+0.83% | 加仓 |
| IiShares安硕信托IEFA |
| 2.82% | 2.86% | $3,716.9万 | 38.5万股 | $3,396.4万 | 37.5万股 | +9,687股+2.58% | 加仓 |
| S道富SPYV |
| 2.61% | 2.66% | $3,439.2万 | 56.6万股 | $3,169.5万 | 56.0万股 | +5,577股+1.00% | 加仓 |
 苹果AAPL |
| 2.61% | 2.57% | $3,436.2万 | 11.9万股 | $3,059.0万 | 12.1万股 | -1,781股-1.48% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.59% | 2.35% | $3,411.9万 | 28.7万股 | $2,795.8万 | 28.6万股 | +1,196股+0.42% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.3% | 2.26% | $3,035.6万 | 27.8万股 | $2,693.8万 | 28.5万股 | -6,597股-2.32% | 减仓 |
| V先锋领航全球基金VGT |
| 1.91% | 1.55% | $2,521.8万 | 21.1万股 | $1,842.4万 | 2.6万股 | +18.5万股+698.98% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.48% | 1.54% | $1,954.7万 | 81.0万股 | $1,828.9万 | 75.4万股 | +5.6万股+7.45% | 加仓 |
| IiShares安硕信托REET |
| 1.48% | 1.47% | $1,952.1万 | 70.7万股 | $1,751.6万 | 69.6万股 | +1.0万股+1.48% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.44% | 1.73% | $1,893.8万 | 23.8万股 | $2,055.0万 | 22.2万股 | +1.7万股+7.55% | 加仓 |
| GGRANITESHARES GOLD TRUSTBAR |
| 1.36% | 1.67% | $1,789.3万 | 45.3万股 | $1,986.8万 | 43.1万股 | +2.2万股+5.10% | 加仓 |
| IiShares安硕信托GVI |
| 1.15% | 1.3% | $1,510.2万 | 14.2万股 | $1,548.0万 | 14.5万股 | -3,506股-2.41% | 减仓 |
 英伟达NVDA |
| 1.12% | 1.13% | $1,475.5万 | 7.4万股 | $1,344.5万 | 7.7万股 | -3,351股-4.35% | 减仓 |
 谷歌AGOOGL |
| 0.88% | 0.79% | $1,160.5万 | 3.2万股 | $940.2万 | 3.3万股 | -223股-0.68% | 减仓 |
| IiShares安硕IEMG |
| 0.86% | 0.79% | $1,128.7万 | 13.6万股 | $945.3万 | 13.6万股 | +723股+0.53% | 加仓 |
| IiShares安硕信托GVI |
| 0.75% | 0.81% | $986.5万 | 9.2万股 | $968.2万 | 9.1万股 | +455股+0.50% | 加仓 |
 微软MSFT |
| 0.74% | 0.82% | $977.4万 | 2.6万股 | $977.6万 | 2.6万股 | -208股-0.79% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.7% | 0.78% | $917.4万 | 18.1万股 | $926.1万 | 18.6万股 | -4,248股-2.29% | 减仓 |
 摩根大通JPM |
| 0.69% | 0.62% | $903.8万 | 2.8万股 | $740.7万 | 2.5万股 | +2,430股+9.65% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.66% | $873.7万 | 12.3万股 | $788.8万 | 12.3万股 | -471股-0.38% | 减仓 |
 博通AVGO |
| 0.59% | 0.53% | $782.4万 | 2.1万股 | $635.5万 | 2.1万股 | +180股+0.88% | 加仓 |
 亚马逊AMZN |
| 0.58% | 0.57% | $768.4万 | 3.2万股 | $678.0万 | 3.3万股 | -310股-0.95% | 减仓 |
 礼来LLY |
| 0.58% | 0.49% | $765.0万 | 6,378股 | $585.8万 | 6,369股 | +9股+0.14% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.57% | 0.56% | $754.6万 | 3.1万股 | $665.9万 | 3.1万股 | +404股+1.32% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.46% | 0.44% | $601.8万 | 4.6万股 | $521.9万 | 4.6万股 | -978股-2.10% | 减仓 |
 阿斯利康AZN |
| 0.4% | 0.48% | $533.1万 | 2.8万股 | $568.2万 | 2.9万股 | -696股-2.42% | 减仓 |
| IiShares安硕信托HDV |
| 0.38% | 0.42% | $503.0万 | 18.3万股 | $497.8万 | 3.7万股 | +14.7万股+400.27% | 加仓 |
 UNITED RENTALSURI |
| 0.36% | 0.23% | $480.9万 | 4,245股 | $270.4万 | 3,712股 | +533股+14.36% | 加仓 |
| I景顺QQQ信托VOO |
| 0.36% | 0.32% | $478.4万 | 6,497股 | $379.6万 | 6,578股 | -81股-1.23% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.35% | 0.33% | $465.8万 | 13.8万股 | $390.3万 | 13.4万股 | +3,660股+2.73% | 加仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.35% | 0.4% | $464.2万 | 9.9万股 | $478.9万 | 10.3万股 | -4,352股-4.22% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.35% | 0.33% | $460.7万 | 13.2万股 | $389.6万 | 12.8万股 | +4,605股+3.61% | 加仓 |
| SSTIFEL FINLSF |
| 0.35% | 0.41% | $460.4万 | 6.6万股 | $492.9万 | 6.7万股 | -700股-1.05% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.31% | 0.28% | $415.1万 | 5,559股 | $334.4万 | 5,141股 | +418股+8.13% | 加仓 |
 CORTEVA COMCTVA |
| 0.3% | 0.33% | $401.2万 | 4.7万股 | $387.9万 | 4.6万股 | +1,032股+2.23% | 加仓 |
| BBITWISE 10 CRYPTO INDEX ETFBITQ |
| 0.3% | 0.38% | $394.5万 | 10.5万股 | $454.0万 | 10.2万股 | +3,200股+3.14% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.3% | 0.29% | $394.0万 | 3.4万股 | $341.5万 | 3.4万股 | +14股+0.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.27% | $392.2万 | 1.1万股 | $315.5万 | 1.1万股 | +100股+0.91% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.3% | 0.34% | $391.5万 | 7.7万股 | $405.7万 | 8.0万股 | -2,824股-3.55% | 减仓 |
| S嘉信策略信托SCHE |
| 0.3% | 0.3% | $390.0万 | 10.8万股 | $359.5万 | 10.9万股 | -1,521股-1.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.32% | $387.8万 | 7,751股 | $383.1万 | 7,994股 | -243股-3.04% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.29% | 0.31% | $381.3万 | 3.3万股 | $365.0万 | 3.3万股 | -985股-2.94% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.28% | 0.32% | $372.4万 | 7.1万股 | $381.7万 | 7.3万股 | -2,345股-3.21% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.28% | 0.3% | $366.9万 | 2.3万股 | $356.0万 | 2.4万股 | -1,153股-4.75% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.28% | 0.28% | $365.8万 | 6.8万股 | $337.9万 | 6.8万股 | -206股-0.30% | 减仓 |
