| IiShares安硕信托IVV |
| 11.15% | 10.91% | $6,524.2万 | 8.7万股 | $5,575.5万 | 8.5万股 | +1,762股+2.06% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 7.37% | 7.48% | $4,311.6万 | 49.0万股 | $3,819.8万 | 10.4万股 | +38.7万股+371.80% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 6.21% | 6.17% | $3,633.3万 | 34.2万股 | $3,149.9万 | 33.6万股 | +5,744股+1.71% | 加仓 |
| V先锋领航全球基金MGV |
| 5.23% | 6.01% | $3,062.9万 | 18.7万股 | $3,070.7万 | 21.2万股 | -2.4万股-11.55% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 4.72% | 5.22% | $2,764.6万 | 124.0万股 | $2,668.8万 | 119.5万股 | +4.6万股+3.82% | 加仓 |
| IiShares安硕信托ITOT |
| 4.65% | 4.58% | $2,721.5万 | 16.6万股 | $2,338.0万 | 16.4万股 | +1,522股+0.93% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 4.63% | 4.4% | $2,712.4万 | 21.2万股 | $2,245.7万 | 20.5万股 | +7,493股+3.66% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.2% | 3.97% | $2,458.9万 | 30.0万股 | $2,029.6万 | 28.6万股 | +1.4万股+4.85% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.56% | 3.6% | $2,083.5万 | 9.8万股 | $1,836.9万 | 9.6万股 | +2,209股+2.31% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.2% | 3.36% | $1,873.4万 | 11.9万股 | $1,718.2万 | 11.6万股 | +2,532股+2.18% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 2.93% | 2.78% | $1,712.4万 | 37.2万股 | $1,421.6万 | 30.9万股 | +6.3万股+20.51% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.68% | 3.38% | $1,567.8万 | 27.8万股 | $1,726.9万 | 30.5万股 | -2.7万股-8.90% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.5% | 2.73% | $1,464.8万 | 27.9万股 | $1,394.7万 | 26.5万股 | +1.4万股+5.33% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.42% | 2.63% | $1,417.4万 | 18.5万股 | $1,342.0万 | 17.4万股 | +1.1万股+6.28% | 加仓 |
 iShares安硕·MBSACGL |
| 2.39% | 2.64% | $1,399.8万 | 14.8万股 | $1,347.7万 | 14.2万股 | +6,159股+4.34% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.33% | 2.35% | $1,365.1万 | 22.2万股 | $1,198.9万 | 21.6万股 | +6,168股+2.86% | 加仓 |
| IiShares安硕信托GJS |
| 2.17% | 2.82% | $1,271.3万 | 55.8万股 | $1,439.4万 | 62.8万股 | -7.0万股-11.18% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.15% | 0.06% | $1,257.0万 | 8.0万股 | $28.4万 | 2,053股 | +7.8万股+3,801.02% | 加仓 |
 苹果AAPL |
| 2.06% | 1.97% | $1,208.1万 | 4.2万股 | $1,005.5万 | 4.0万股 | +2,128股+5.37% | 加仓 |
| I景顺QQQ信托VOO |
| 1.34% | 1.19% | $784.3万 | 1.1万股 | $608.3万 | 1.1万股 | +111股+1.05% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.07% | 0.95% | $624.0万 | 2.1万股 | $486.3万 | 2.0万股 | +128股+0.63% | 加仓 |
| V先锋领航指数基金VB |
| 1.06% | 1.03% | $620.0万 | 2.0万股 | $524.6万 | 2.0万股 | +422股+2.11% | 加仓 |
| V先锋领航·MIDVO |
| 1.01% | 1% | $589.0万 | 7.3万股 | $512.2万 | 1.8万股 | +5.5万股+309.88% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 0.9% | 1.03% | $525.7万 | 13.4万股 | $524.0万 | 13.5万股 | -978股-0.72% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 0.84% | 0.98% | $494.6万 | 5.3万股 | $498.1万 | 5.4万股 | -1,037股-1.93% | 减仓 |
 亚马逊AMZN |
| 0.81% | 0.76% | $474.2万 | 2.0万股 | $386.4万 | 1.9万股 | +1,344股+7.24% | 加仓 |
| IiShares安硕信托IXN |
| 0.78% | 0.62% | $457.5万 | 3.2万股 | $316.4万 | 3.2万股 | +21股+0.07% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.64% | 0.75% | $377.2万 | 15.5万股 | $382.0万 | 15.8万股 | -3,571股-2.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.52% | $312.5万 | 8,845股 | $264.2万 | 9,210股 | -365股-3.96% | 减仓 |
 英伟达NVDA |
| 0.51% | 0.42% | $296.1万 | 1.5万股 | $214.8万 | 1.2万股 | +2,480股+20.13% | 加仓 |
| IiShares安硕信托HDV |
| 0.45% | 0.52% | $266.3万 | 9.7万股 | $263.7万 | 1.9万股 | +7.8万股+400.07% | 加仓 |
| IiShares安硕信托IVW |
| 0.44% | 0.42% | $260.1万 | 1.9万股 | $215.2万 | 1.9万股 | -116股-0.61% | 减仓 |
| PProShares信托ISPY |
| 0.44% | 0.45% | $258.5万 | 5.4万股 | $232.2万 | 5.4万股 | +62股+0.12% | 加仓 |
| V先锋领航指数基金VTV |
| 0.4% | 0.41% | $231.5万 | 1.1万股 | $208.6万 | 1.1万股 | -10股-0.09% | 减仓 |
 默沙东MRK |
| 0.38% | 0.4% | $223.6万 | 1.7万股 | $205.3万 | 1.7万股 | +335股+1.96% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.36% | 0.39% | $213.5万 | 9,403股 | $198.5万 | 9,403股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMUB |
| 0.36% | 0.41% | $210.2万 | 4.2万股 | $208.2万 | 4.2万股 | -140股-0.34% | 减仓 |
| IiShares安硕信托GVI |
| 0.35% | 0.4% | $204.8万 | 1.9万股 | $206.9万 | 1.9万股 | -456股-2.34% | 减仓 |
| IiShares安硕信托USMV |
| 0.32% | 0.35% | $185.4万 | 1.9万股 | $178.9万 | 1.9万股 | -70股-0.36% | 减仓 |
| G通用动力VTI |
| 0.31% | 0.33% | $183.0万 | 4,945股 | $167.8万 | 5,230股 | -285股-5.45% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.31% | 0.3% | $179.6万 | 2,406股 | $155.5万 | 2,391股 | +15股+0.63% | 加仓 |
 微软MSFT |
| 0.31% | 0.3% | $179.3万 | 4,805股 | $153.8万 | 4,155股 | +650股+15.64% | 加仓 |
 强生JNJ |
| 0.31% | 0.33% | $179.1万 | 7,052股 | $166.5万 | 6,813股 | +239股+3.51% | 加仓 |
 特斯拉TSLA |
| 0.28% | 0.26% | $163.5万 | 3,888股 | $134.8万 | 3,626股 | +262股+7.23% | 加仓 |
| V先锋领航指数基金VOO |
| 0.28% | 0.27% | $162.6万 | 2,368股 | $135.5万 | 2,267股 | +101股+4.46% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.26% | 0.26% | $154.1万 | 7,021股 | $134.7万 | 7,025股 | -4股-0.06% | 减仓 |
| IiShares安硕信托IWV |
| 0.25% | 0.25% | $145.4万 | 3,411股 | $126.4万 | 3,411股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.24% | 0.28% | $143.2万 | 2.8万股 | $142.3万 | 2.9万股 | -202股-0.71% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.15% | $131.5万 | 3,679股 | $74.7万 | 2,599股 | +1,080股+41.55% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.22% | 0.22% | $128.6万 | 1.4万股 | $114.0万 | 1.4万股 | -259股-1.80% | 减仓 |
