| SSPDR标普500 ETFSPY |
| 12.47% | 12.83% | $9,047.1万 | 12.1万股 | $7,832.9万 | 12.0万股 | +706股+0.59% | 加仓 |
| V先锋领航指数基金VOO |
| 10.62% | 10.11% | $7,705.2万 | 11.2万股 | $6,172.7万 | 10.3万股 | +8,889股+8.61% | 加仓 |
| IiShares安硕·COREIJR |
| 7.7% | 7.47% | $5,585.0万 | 37.7万股 | $4,563.7万 | 36.7万股 | +9,459股+2.58% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 7.07% | 7.78% | $5,125.2万 | 49.3万股 | $4,752.3万 | 48.9万股 | +4,104股+0.84% | 加仓 |
| I景顺QQQ信托VOO |
| 6.53% | 6.11% | $4,733.7万 | 6.4万股 | $3,732.1万 | 6.5万股 | -379股-0.59% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 5.15% | 4.77% | $3,733.0万 | 12.3万股 | $2,914.6万 | 12.3万股 | +556股+0.45% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 4.26% | 4.47% | $3,090.8万 | 4.4万股 | $2,730.6万 | 4.4万股 | -330股-0.75% | 减仓 |
| IiShares安硕·COREIJH |
| 3.43% | 3.31% | $2,489.2万 | 32.3万股 | $2,020.0万 | 29.9万股 | +2.4万股+7.92% | 加仓 |
 苹果AAPL |
| 2.73% | 2.84% | $1,977.0万 | 6.8万股 | $1,733.6万 | 6.8万股 | +14股+0.02% | 加仓 |
| IiShares安硕信托ICF |
| 2.16% | 2.38% | $1,565.4万 | 23.1万股 | $1,454.3万 | 23.5万股 | -3,513股-1.49% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.91% | 2% | $1,387.3万 | 19.5万股 | $1,222.8万 | 19.1万股 | +3,879股+2.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.89% | 1.61% | $1,371.7万 | 8.7万股 | $985.0万 | 6.7万股 | +2.0万股+30.50% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.83% | 2.01% | $1,327.4万 | 22.2万股 | $1,229.4万 | 22.7万股 | -5,067股-2.23% | 减仓 |
 美光科技MU |
| 1.52% | 0.55% | $1,101.5万 | 9,542股 | $334.1万 | 9,889股 | -347股-3.51% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.5% | 1.68% | $1,086.6万 | 7.0万股 | $1,026.5万 | 7.0万股 | +11股+0.02% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.42% | 1.63% | $1,026.9万 | 13.2万股 | $996.2万 | 12.7万股 | +4,753股+3.74% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.4% | 1.56% | $1,015.7万 | 13.2万股 | $950.0万 | 12.3万股 | +9,341股+7.59% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.13% | 1.35% | $822.6万 | 10.0万股 | $827.1万 | 10.5万股 | -5,493股-5.21% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.09% | 1.13% | $788.2万 | 17.8万股 | $690.3万 | 17.8万股 | +38股+0.02% | 加仓 |
| IiShares安硕信托DVY |
| 0.97% | 1.52% | $702.6万 | 4.5万股 | $926.7万 | 6.1万股 | -1.6万股-26.56% | 减仓 |
 CINTAS COMCTAS |
| 0.92% | 1.08% | $665.3万 | 3.9万股 | $661.6万 | 3.9万股 | +2股+0.01% | 加仓 |
 英伟达NVDA |
| 0.88% | 0.91% | $638.9万 | 3.2万股 | $556.4万 | 3.2万股 | +29股+0.09% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.85% | 0.89% | $616.2万 | 1.2万股 | $545.9万 | 1.2万股 | +11股+0.09% | 加仓 |
| V先锋领航指数基金VB |
| 0.77% | 0.79% | $556.5万 | 1.8万股 | $482.1万 | 1.8万股 | -48股-0.26% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.76% | — | $551.7万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
| V先锋领航指数基金VNQ |
| 0.72% | 1.03% | $520.9万 | 5.4万股 | $631.7万 | 7.1万股 | -1.7万股-24.15% | 减仓 |
 谷歌AGOOGL |
| 0.64% | 0.61% | $463.0万 | 1.3万股 | $372.5万 | 1.3万股 | +1股+0.01% | 加仓 |
| IiShares安硕信托IEFA |
| 0.57% | — | $415.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.55% | 0.51% | $396.9万 | 5.0万股 | $312.0万 | 3.9万股 | +1.1万股+27.58% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 0.42% | 0.44% | $308.0万 | 10.6万股 | $270.8万 | 10.7万股 | -1,217股-1.14% | 减仓 |
| IiShares安硕信托GVI |
| 0.42% | 0.44% | $305.6万 | 2.8万股 | $270.8万 | 2.6万股 | +2,889股+11.32% | 加仓 |
| IiShares安硕信托HYG |
| 0.4% | 0.69% | $293.1万 | 3.7万股 | $421.1万 | 5.3万股 | -1.6万股-30.75% | 减仓 |
 摩根大通JPM |
| 0.39% | 0.42% | $286.3万 | 8,748股 | $258.5万 | 8,789股 | -41股-0.47% | 减仓 |
 康宁GLW |
| 0.39% | 0.25% | $284.7万 | 1.1万股 | $151.6万 | 1.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.38% | 0.57% | $278.9万 | 2.0万股 | $346.1万 | 2.0万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIBKLN |
| 0.38% | 0.39% | $274.9万 | 13.5万股 | $239.8万 | 11.7万股 | +1.7万股+14.89% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.38% | $268.1万 | 1.1万股 | $233.3万 | 1.1万股 | +50股+0.45% | 加仓 |
| S道富SPSM |
| 0.35% | 0.35% | $256.8万 | 4.5万股 | $213.1万 | 4.4万股 | +418股+0.95% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.35% | 0.36% | $252.8万 | 2.0万股 | $217.1万 | 5,091股 | +1.5万股+299.90% | 加仓 |
 微软MSFT |
| 0.33% | 0.38% | $236.3万 | 6,335股 | $232.4万 | 6,279股 | +56股+0.89% | 加仓 |
| V先锋领航·MIDVO |
| 0.32% | 0.33% | $229.6万 | 2.8万股 | $204.0万 | 7,102股 | +2.1万股+301.25% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.31% | 0.31% | $226.0万 | 7,522股 | $186.6万 | 7,526股 | -4股-0.05% | 减仓 |
| DDimensional维度·USDFUV |
| 0.31% | 0.32% | $222.9万 | 4.1万股 | $196.4万 | 4.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.26% | $221.0万 | 4,417股 | $157.1万 | 3,278股 | +1,139股+34.75% | 加仓 |
 PALO ALTOPANW |
| 0.3% | 0.17% | $220.7万 | 6,471股 | $103.7万 | 6,471股 | 00.00% | 持仓不变 |
 第一资本COF |
| 0.28% | 0.31% | $205.0万 | 1.0万股 | $186.5万 | 1.0万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.27% | 0.28% | $195.3万 | 5,278股 | $172.2万 | 5,366股 | -88股-1.64% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.25% | 0.27% | $180.2万 | 4.9万股 | $166.9万 | 4.9万股 | -235股-0.48% | 减仓 |
 Meta平台META |
| 0.25% | 0.3% | $178.7万 | 3,172股 | $181.5万 | 3,172股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.24% | 0.27% | $177.0万 | 1.7万股 | $166.5万 | 1.6万股 | +993股+6.35% | 加仓 |
