| IiShares安硕信托IVV |
| 3.3% | 3.14% | $1.62亿 | 21.6万股 | $1.36亿 | 20.8万股 | +8,310股+4.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.73% | 2.92% | $1.34亿 | 17.9万股 | $1.26亿 | 19.3万股 | -1.4万股-7.33% | 减仓 |
| IiShares安硕信托ITOT |
| 2.36% | 2.42% | $1.16亿 | 70.3万股 | $1.04亿 | 73.1万股 | -2.8万股-3.85% | 减仓 |
| IiShares安硕信托USMV |
| 2.32% | 2.46% | $1.14亿 | 117.7万股 | $1.06亿 | 114.4万股 | +3.4万股+2.95% | 加仓 |
| V先锋领航指数基金VOO |
| 2.12% | 1.68% | $1.04亿 | 15.2万股 | $7,223.6万 | 12.1万股 | +3.1万股+25.34% | 加仓 |
| IiShares安硕信托IWV |
| 1.46% | 1.47% | $7,156.4万 | 16.8万股 | $6,321.1万 | 17.1万股 | -2,694股-1.58% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 1.35% | 1.5% | $6,612.0万 | 135.3万股 | $6,454.2万 | 132.1万股 | +3.2万股+2.42% | 加仓 |
| S道富SPYM |
| 1.21% | 1.25% | $5,943.5万 | 67.6万股 | $5,383.4万 | 70.3万股 | -2.7万股-3.84% | 减仓 |
 苹果AAPL |
| 1.2% | 1.12% | $5,888.3万 | 20.3万股 | $4,815.4万 | 19.0万股 | +1.4万股+7.25% | 加仓 |
| IiShares安硕信托SGOV |
| 1.01% | 0.64% | $4,964.3万 | 49.3万股 | $2,755.0万 | 27.4万股 | +21.9万股+80.17% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.97% | 1.01% | $4,765.8万 | 15.1万股 | $4,374.0万 | 15.2万股 | -912股-0.60% | 减仓 |
 英伟达NVDA |
| 0.94% | 0.76% | $4,597.5万 | 23.0万股 | $3,272.4万 | 18.8万股 | +4.2万股+22.45% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.91% | 0.92% | $4,480.7万 | 87.9万股 | $3,947.0万 | 85.1万股 | +2.9万股+3.39% | 加仓 |
| IiShares安硕信托IXUS |
| 0.9% | 0.93% | $4,420.5万 | 46.3万股 | $4,012.0万 | 46.3万股 | +107股+0.02% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.88% | 0.85% | $4,321.6万 | 47.6万股 | $3,680.1万 | 46.5万股 | +1.1万股+2.26% | 加仓 |
| I景顺QQQ信托VOO |
| 0.86% | 0.79% | $4,233.9万 | 5.7万股 | $3,404.2万 | 5.9万股 | -1,486股-2.52% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.81% | 0.82% | $3,966.5万 | 78.7万股 | $3,519.9万 | 77.1万股 | +1.6万股+2.09% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.79% | 0.87% | $3,869.5万 | 88.7万股 | $3,734.5万 | 85.7万股 | +3.1万股+3.57% | 加仓 |
 微软MSFT |
| 0.76% | 0.86% | $3,718.2万 | 10.0万股 | $3,726.9万 | 10.1万股 | -1,003股-1.00% | 减仓 |
| IiShares安硕信托IEFA |
| 0.75% | 0.8% | $3,692.6万 | 38.2万股 | $3,454.5万 | 38.2万股 | +741股+0.19% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.74% | 0.69% | $3,608.1万 | 30.3万股 | $2,962.9万 | 30.3万股 | +610股+0.20% | 加仓 |
| S道富SPYV |
| 0.73% | 0.78% | $3,594.5万 | 59.1万股 | $3,345.1万 | 59.1万股 | +81股+0.01% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.73% | 0.78% | $3,569.1万 | 46.5万股 | $3,359.5万 | 43.5万股 | +3.0万股+6.91% | 加仓 |
| S嘉信策略信托SCHC |
| 0.7% | 0.71% | $3,452.3万 | 65.4万股 | $3,051.6万 | 62.4万股 | +3.1万股+4.92% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.69% | 0.68% | $3,384.1万 | 47.5万股 | $2,933.8万 | 45.8万股 | +1.7万股+3.74% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.78% | $3,295.7万 | 6.6万股 | $3,348.4万 | 7.0万股 | -4,013股-5.74% | 减仓 |
| XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF |
| 0.66% | 0.75% | $3,235.0万 | 100.7万股 | $3,236.2万 | 99.9万股 | +8,034股+0.80% | 加仓 |
| FFIRST TRUST EXCHANGE-TRADED FUND IV FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETFHISF |
| 0.66% | 0.72% | $3,220.4万 | 72.6万股 | $3,111.8万 | 70.2万股 | +2.5万股+3.51% | 加仓 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 0.64% | 0.68% | $3,137.1万 | 108.0万股 | $2,945.5万 | 101.5万股 | +6.6万股+6.47% | 加仓 |
 PALO ALTOPANW |
| 0.61% | 0.37% | $2,968.6万 | 8.7万股 | $1,582.6万 | 9.9万股 | -1.2万股-11.81% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.6% | 0.65% | $2,953.6万 | 61.2万股 | $2,816.4万 | 58.1万股 | +3.1万股+5.33% | 加仓 |
 亚马逊AMZN |
| 0.6% | 0.51% | $2,935.4万 | 12.3万股 | $2,191.0万 | 10.5万股 | +1.8万股+17.07% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.59% | 0.57% | $2,902.3万 | 65.4万股 | $2,466.0万 | 63.5万股 | +2.0万股+3.10% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.57% | 0.55% | $2,797.5万 | 34.1万股 | $2,380.8万 | 33.0万股 | +1.1万股+3.31% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.57% | 0.52% | $2,792.4万 | 59.2万股 | $2,228.9万 | 55.5万股 | +3.7万股+6.68% | 加仓 |
| G通用动力VTI |
| 0.56% | 0.54% | $2,746.2万 | 7.4万股 | $2,310.8万 | 7.2万股 | +2,182股+3.03% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.56% | 0.2% | $2,726.8万 | 31.9万股 | $858.8万 | 11.1万股 | +20.8万股+186.41% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.55% | 0.57% | $2,680.2万 | 25.8万股 | $2,447.4万 | 25.3万股 | +4,717股+1.86% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.55% | 0.52% | $2,677.5万 | 12.6万股 | $2,241.1万 | 11.7万股 | +9,063股+7.76% | 加仓 |
| C资本集团股息价值CCBG |
| 0.52% | 0.49% | $2,562.4万 | 52.0万股 | $2,129.0万 | 50.0万股 | +1.9万股+3.89% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.52% | 0.55% | $2,546.2万 | 24.5万股 | $2,387.8万 | 24.6万股 | -729股-0.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.49% | $2,496.1万 | 7.1万股 | $2,119.5万 | 7.4万股 | -3,244股-4.39% | 减仓 |
| S道富SPSM |
| 0.5% | 0.46% | $2,440.7万 | 42.3万股 | $1,986.0万 | 41.1万股 | +1.2万股+2.97% | 加仓 |
 谷歌AGOOGL |
| 0.5% | 0.49% | $2,438.4万 | 6.8万股 | $2,126.0万 | 7.4万股 | -5,700股-7.71% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 0.49% | 0.43% | $2,396.3万 | 33.2万股 | $1,873.2万 | 30.5万股 | +2.6万股+8.53% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.5% | $2,392.7万 | 7.3万股 | $2,149.2万 | 7.3万股 | +32股+0.04% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 0.48% | 0.47% | $2,366.9万 | 49.8万股 | $2,040.1万 | 49.9万股 | -801股-0.16% | 减仓 |
| S道富SPMD |
| 0.46% | 0.45% | $2,276.4万 | 33.7万股 | $1,931.7万 | 32.6万股 | +1.1万股+3.29% | 加仓 |
| PPGIM ULTRAPULS |
| 0.46% | 0.44% | $2,270.7万 | 45.8万股 | $1,914.9万 | 38.7万股 | +7.1万股+18.46% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.46% | 0.43% | $2,241.8万 | 27.7万股 | $1,839.9万 | 26.9万股 | +7,096股+2.63% | 加仓 |
