| S嘉信策略信托SCHD |
| 10.13% | 9.6% | $5,360.8万 | 169.1万股 | $4,696.0万 | 153.1万股 | +16.0万股+10.45% | 加仓 |
| TTCW ETF TRUSTXB |
| 7.49% | 8.84% | $3,966.0万 | 101.1万股 | $4,321.1万 | 110.0万股 | -8.9万股-8.08% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 5.58% | 5.55% | $2,954.7万 | 66.6万股 | $2,713.5万 | 69.8万股 | -3.2万股-4.61% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 4.77% | 4.87% | $2,522.9万 | 37.5万股 | $2,383.7万 | 36.3万股 | +1.2万股+3.40% | 加仓 |
 苹果AAPL |
| 3.66% | 3.46% | $1,937.5万 | 6.7万股 | $1,693.9万 | 6.7万股 | +215股+0.32% | 加仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 2.97% | 2.31% | $1,573.9万 | 37.5万股 | $1,130.8万 | 26.7万股 | +10.8万股+40.62% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 2.56% | 2.02% | $1,352.5万 | 33.3万股 | $990.0万 | 24.4万股 | +8.9万股+36.47% | 加仓 |
| S嘉信策略信托SCHC |
| 2.49% | 4.37% | $1,319.8万 | 25.0万股 | $2,136.5万 | 43.7万股 | -18.6万股-42.71% | 减仓 |
| SSPDR道富指数基金EDIV |
| 2.35% | 1.71% | $1,242.0万 | 30.3万股 | $833.8万 | 21.1万股 | +9.2万股+43.58% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.19% | 2.21% | $1,161.6万 | 7.4万股 | $1,082.4万 | 7.3万股 | +419股+0.57% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.96% | 2.03% | $1,036.4万 | 20.5万股 | $994.4万 | 19.9万股 | +5,674股+2.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.94% | 1.7% | $1,025.6万 | 2.9万股 | $833.3万 | 2.9万股 | -20股-0.07% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.85% | 1.84% | $979.4万 | 10.2万股 | $900.3万 | 10.2万股 | +69股+0.07% | 加仓 |
 泛林集团LRCX |
| 1.71% | 0.91% | $907.1万 | 2.1万股 | $447.3万 | 2.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.64% | 1.49% | $869.9万 | 3.6万股 | $730.3万 | 3.5万股 | +1,432股+4.08% | 加仓 |
 VANECK AGRIBUSINESS ETFMOO |
| 1.54% | 1.19% | $813.3万 | 10.3万股 | $583.5万 | 6.9万股 | +3.4万股+48.71% | 加仓 |
 微软MSFT |
| 1.41% | 1.51% | $748.3万 | 2.0万股 | $738.2万 | 2.0万股 | +120股+0.60% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.26% | 1.14% | $665.9万 | 19.7万股 | $558.5万 | 19.2万股 | +5,041股+2.63% | 加仓 |
 礼来LLY |
| 1.13% | 0.93% | $598.4万 | 4,989股 | $455.9万 | 4,957股 | +32股+0.65% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.09% | 0.82% | $575.7万 | 3.0万股 | $402.7万 | 3.0万股 | -82股-0.27% | 减仓 |
| C资本集团固定收益ETF信托CGHM |
| 1.02% | 1.03% | $537.9万 | 20.8万股 | $502.6万 | 19.9万股 | +9,586股+4.83% | 加仓 |
 艾伯维ABBV |
| 0.95% | 0.89% | $504.9万 | 2.0万股 | $435.3万 | 2.0万股 | +48股+0.24% | 加仓 |
 埃克森美孚XOM |
| 0.93% | 1.28% | $494.6万 | 3.6万股 | $623.7万 | 3.7万股 | -586股-1.59% | 减仓 |
 英伟达NVDA |
| 0.86% | 0.76% | $457.4万 | 2.3万股 | $370.4万 | 2.1万股 | +1,625股+7.65% | 加仓 |
 卡特彼勒CAT |
| 0.81% | 0.59% | $428.6万 | 4,025股 | $288.0万 | 4,065股 | -40股-0.98% | 减仓 |
| V先锋领航指数基金VOO |
| 0.79% | 0.67% | $420.2万 | 5,706股 | $329.3万 | 5,706股 | 00.00% | 持仓不变 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 0.79% | 2.8% | $416.5万 | 5.0万股 | $1,371.3万 | 21.1万股 | -16.1万股-76.15% | 减仓 |
 谷歌AGOOGL |
| 0.78% | 0.75% | $411.5万 | 1.2万股 | $367.4万 | 1.3万股 | -1,263股-9.88% | 减仓 |
 VisaV |
| 0.73% | 0.69% | $385.6万 | 1.1万股 | $338.8万 | 1.1万股 | +28股+0.25% | 加仓 |
| V先锋领航全球基金VDE |
| 0.72% | 0.91% | $381.5万 | 2.5万股 | $445.9万 | 2.6万股 | -354股-1.37% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.69% | 0.6% | $363.0万 | 3.1万股 | $294.0万 | 3.0万股 | +475股+1.58% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.64% | 0.63% | $340.5万 | 1.9万股 | $309.3万 | 1.9万股 | +120股+0.64% | 加仓 |
 家得宝HD |
| 0.61% | 0.62% | $324.4万 | 9,197股 | $303.2万 | 9,220股 | -23股-0.25% | 减仓 |
 雷神技术RTX |
| 0.61% | 0.67% | $321.1万 | 1.7万股 | $328.5万 | 1.7万股 | -105股-0.62% | 减仓 |
 英特尔INTC |
| 0.59% | 0.22% | $312.9万 | 2.2万股 | $107.5万 | 2.4万股 | -1,941股-7.97% | 减仓 |
 美国合众银行USB |
| 0.59% | 0.55% | $311.2万 | 5.2万股 | $270.1万 | 5.2万股 | -409股-0.79% | 减仓 |
 摩根大通JPM |
| 0.59% | 0.57% | $310.6万 | 9,490股 | $278.7万 | 9,474股 | +16股+0.17% | 加仓 |
 雪佛龙CVX |
| 0.56% | 0.79% | $294.1万 | 1.8万股 | $385.0万 | 1.9万股 | -863股-4.64% | 减仓 |
| Q高通QCOM |
| 0.5% | 0.37% | $263.0万 | 1.4万股 | $183.2万 | 1.4万股 | +3股+0.02% | 加仓 |
 阿斯麦ASML |
| 0.49% | 0.35% | $259.6万 | 1,305股 | $173.6万 | 1,314股 | -9股-0.68% | 减仓 |
 威瑞森VZ |
| 0.46% | 0.53% | $243.5万 | 5.8万股 | $261.5万 | 5.2万股 | +5,422股+10.41% | 加仓 |
 ALTRIAMO |
| 0.44% | 0.41% | $231.1万 | 3.2万股 | $198.9万 | 3.0万股 | +1,986股+6.59% | 加仓 |
| IiShares安硕信托DGRO |
| 0.43% | 0.43% | $227.6万 | 3.0万股 | $210.8万 | 3.0万股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.41% | 0.26% | $215.8万 | 3,290股 | $126.1万 | 3,290股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.38% | 0.38% | $203.7万 | 8,610股 | $183.8万 | 8,544股 | +66股+0.77% | 加仓 |
 Elevance健康ELV |
| 0.37% | 0.3% | $194.9万 | 5,039股 | $147.5万 | 5,039股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.36% | 0.41% | $192.3万 | 6,108股 | $200.6万 | 6,105股 | +3股+0.05% | 加仓 |
 强生JNJ |
| 0.36% | 0.37% | $188.9万 | 7,437股 | $179.0万 | 7,324股 | +113股+1.54% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.35% | 0.43% | $187.4万 | 1.5万股 | $209.3万 | 1.5万股 | -181股-1.21% | 减仓 |
 思科CSCO |
| 0.34% | 0.24% | $181.1万 | 1.5万股 | $119.6万 | 1.5万股 | +4股+0.03% | 加仓 |
