| V先锋领航指数基金VOO |
| 14.02% | 14.89% | $1.09亿 | 15.9万股 | $9,420.0万 | 15.8万股 | +913股+0.58% | 加仓 |
| V先锋领航·MIDVO |
| 10.91% | 11.52% | $8,470.7万 | 105.1万股 | $7,288.1万 | 25.4万股 | +79.8万股+314.27% | 加仓 |
| SSPDR道富系列信托SPYG |
| 10.45% | 9.87% | $8,114.8万 | 68.2万股 | $6,241.3万 | 63.7万股 | +4.5万股+6.98% | 加仓 |
| IiShares安硕信托IVW |
| 9.92% | 10.14% | $7,701.0万 | 56.0万股 | $6,412.8万 | 56.7万股 | -6,998股-1.23% | 减仓 |
| IiShares安硕·COREIJR |
| 7.96% | 8.23% | $6,181.3万 | 41.7万股 | $5,207.3万 | 41.9万股 | -2,113股-0.50% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.7% | 5.82% | $4,429.7万 | 62.2万股 | $3,681.2万 | 57.4万股 | +4.7万股+8.22% | 加仓 |
| S道富SPYV |
| 3.37% | 3.73% | $2,617.1万 | 43.1万股 | $2,359.1万 | 41.7万股 | +1.4万股+3.25% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.88% | 3.08% | $2,239.7万 | 37.5万股 | $1,946.4万 | 36.0万股 | +1.5万股+4.20% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.84% | 3.34% | $2,204.2万 | 9.7万股 | $2,110.1万 | 10.0万股 | -2,855股-2.86% | 减仓 |
| S道富SPSM |
| 2.21% | 1.92% | $1,712.4万 | 29.7万股 | $1,216.2万 | 25.2万股 | +4.5万股+17.97% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.99% | 2.03% | $1,541.5万 | 5.1万股 | $1,285.9万 | 5.2万股 | -544股-1.05% | 减仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 1.93% | 0.36% | $1,497.3万 | 32.8万股 | $227.0万 | 5.0万股 | +27.9万股+562.76% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.88% | 1.65% | $1,459.2万 | 13.1万股 | $1,044.4万 | 13.1万股 | -493股-0.38% | 减仓 |
 3M COMMMM |
| 1.56% | 1.75% | $1,214.1万 | 7.5万股 | $1,109.4万 | 7.6万股 | -1,400股-1.83% | 减仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 1.45% | 1.49% | $1,124.4万 | 30.0万股 | $939.4万 | 29.8万股 | +2,609股+0.88% | 加仓 |
| TTCW ETF TRUST CORE PLUS BONDXTWY |
| 1.29% | — | $1,002.4万 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
| F富达·MERRIMACK STR TRFBND |
| 1.28% | 1.23% | $991.7万 | 21.8万股 | $780.8万 | 17.1万股 | +4.7万股+27.36% | 加仓 |
| G通用动力VTI |
| 1.01% | 1.05% | $780.4万 | 2.1万股 | $663.9万 | 2.1万股 | +395股+1.91% | 加仓 |
 苹果AAPL |
| 0.84% | 0.8% | $650.0万 | 2.2万股 | $505.8万 | 2.0万股 | +2,534股+12.72% | 加仓 |
 CMS ENERGY COMCMS |
| 0.68% | 0.84% | $526.5万 | 6.9万股 | $533.9万 | 6.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.66% | 0.7% | $516.1万 | 4.2万股 | $443.0万 | 1.0万股 | +3.1万股+300.00% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.64% | 0.73% | $500.5万 | 2.5万股 | $463.0万 | 2.5万股 | +203股+0.81% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.58% | 0.62% | $449.3万 | 2.9万股 | $393.9万 | 2.8万股 | +145股+0.51% | 加仓 |
 FULLER H BFUL |
| 0.55% | 0.74% | $427.6万 | 7.3万股 | $466.7万 | 7.6万股 | -2,319股-3.06% | 减仓 |
 Meta平台META |
| 0.52% | 0.56% | $400.0万 | 7,101股 | $352.0万 | 6,152股 | +949股+15.43% | 加仓 |
 艺康ECL |
| 0.5% | 0.57% | $385.8万 | 1.4万股 | $359.0万 | 1.3万股 | +350股+2.59% | 加仓 |
| V先锋领航指数基金VBK |
| 0.48% | 0.49% | $376.2万 | 1.0万股 | $310.9万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.48% | 0.49% | $373.7万 | 1.2万股 | $312.1万 | 1.2万股 | +71股+0.59% | 加仓 |
| IiShares安硕信托IVV |
| 0.43% | 0.46% | $337.7万 | 4,510股 | $292.4万 | 4,476股 | +34股+0.76% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.42% | 0.44% | $324.3万 | 6.2万股 | $278.2万 | 6.2万股 | +479股+0.78% | 加仓 |
 美光科技MU |
| 0.42% | 0.15% | $323.0万 | 2,798股 | $96.5万 | 2,855股 | -57股-2.00% | 减仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.38% | 0.32% | $298.3万 | 3.8万股 | $202.0万 | 3.0万股 | +7,965股+26.32% | 加仓 |
| IiShares安硕信托IWD |
| 0.35% | 0.38% | $273.8万 | 1.1万股 | $241.3万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.33% | 0.37% | $257.6万 | 3.0万股 | $233.3万 | 3.0万股 | -119股-0.39% | 减仓 |
 英伟达NVDA |
| 0.31% | 0.32% | $240.4万 | 1.2万股 | $201.6万 | 1.2万股 | +450股+3.89% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 0.31% | 0.34% | $239.4万 | 5.8万股 | $216.1万 | 5.2万股 | +5,678股+10.90% | 加仓 |
 罗克韦尔自动化ROK |
| 0.3% | 0.36% | $229.7万 | 4,640股 | $229.3万 | 6,390股 | -1,750股-27.39% | 减仓 |
| DDOUBLELINE SECURITIZED CREDIT ETFDSCO |
| 0.29% | 0.35% | $227.7万 | 9.1万股 | $222.1万 | 8.9万股 | +1,941股+2.17% | 加仓 |
 联合健康UNH |
| 0.26% | 0.2% | $202.9万 | 4,881股 | $129.6万 | 4,789股 | +92股+1.92% | 加仓 |
 英特尔INTC |
| 0.26% | 0.11% | $202.5万 | 1.5万股 | $72.4万 | 1.6万股 | -1,900股-11.58% | 减仓 |
 AMD超威AMD |
| 0.26% | 0.12% | $201.3万 | 3,465股 | $75.6万 | 3,714股 | -249股-6.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.25% | $197.4万 | 5,588股 | $160.3万 | 5,588股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.25% | 0.27% | $196.0万 | 8,859股 | $168.8万 | 8,901股 | -42股-0.47% | 减仓 |
 亚马逊AMZN |
| 0.25% | 0.26% | $195.3万 | 8,196股 | $166.1万 | 7,973股 | +223股+2.80% | 加仓 |
| IiShares安硕·COREIJH |
| 0.24% | 0.26% | $188.7万 | 2.4万股 | $163.9万 | 2.4万股 | +195股+0.80% | 加仓 |
 微软MSFT |
| 0.23% | 0.24% | $178.6万 | 4,788股 | $150.0万 | 4,053股 | +735股+18.13% | 加仓 |
| IiShares白银信托SLV |
| 0.23% | 0.35% | $174.7万 | 3.3万股 | $222.7万 | 3.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.22% | 0.21% | $169.7万 | 4,308股 | $133.7万 | 4,260股 | +48股+1.13% | 加仓 |
 迈威尔MRVL |
| 0.22% | 0.1% | $168.8万 | 5,666股 | $62.9万 | 6,352股 | -686股-10.80% | 减仓 |
| IiShares安硕信托IWV |
| 0.2% | 0.21% | $156.3万 | 3,666股 | $135.9万 | 3,666股 | 00.00% | 持仓不变 |
