| IiShares安硕信托IVV |
| 12.3% | 12.56% | $1.03亿 | 13.8万股 | $9,027.1万 | 13.8万股 | -633股-0.46% | 减仓 |
| S道富SPYM |
| 11.23% | 7.19% | $9,402.3万 | 107.0万股 | $5,167.7万 | 67.5万股 | +39.5万股+58.46% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 5.26% | 4.69% | $4,403.1万 | 57.9万股 | $3,367.9万 | 49.2万股 | +8.7万股+17.61% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.81% | 4.14% | $3,187.3万 | 77.3万股 | $2,974.5万 | 76.3万股 | +9,200股+1.21% | 加仓 |
| IiShares安硕信托IVW |
| 3.79% | 3.33% | $3,173.6万 | 23.1万股 | $2,391.2万 | 21.1万股 | +1.9万股+9.15% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.69% | 3.53% | $3,093.2万 | 45.5万股 | $2,534.4万 | 43.6万股 | +1.9万股+4.41% | 加仓 |
| IiShares安硕·S&PIVE |
| 3.24% | 3.97% | $2,711.3万 | 11.9万股 | $2,854.4万 | 13.5万股 | -1.6万股-11.67% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.08% | 3.67% | $2,576.5万 | 64.1万股 | $2,638.6万 | 77.9万股 | -13.8万股-17.77% | 减仓 |
| IiShares安硕信托ITOT |
| 2.51% | 2.54% | $2,099.9万 | 12.8万股 | $1,824.9万 | 12.8万股 | -298股-0.23% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.34% | 2.4% | $1,961.3万 | 37.9万股 | $1,722.9万 | 38.2万股 | -2,420股-0.63% | 减仓 |
 苹果AAPL |
| 2.19% | 2.21% | $1,832.8万 | 6.3万股 | $1,589.9万 | 6.3万股 | +696股+1.11% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.94% | 2.01% | $1,624.6万 | 35.7万股 | $1,446.1万 | 31.7万股 | +4.0万股+12.66% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.93% | 1.77% | $1,612.8万 | 30.6万股 | $1,272.8万 | 38.6万股 | -8.0万股-20.81% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.55% | 1.63% | $1,297.6万 | 8.0万股 | $1,173.7万 | 10.5万股 | -2.4万股-23.27% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.46% | 1.47% | $1,225.1万 | 4.5万股 | $1,057.1万 | 4.5万股 | +44股+0.10% | 加仓 |
| IiShares安硕信托IEFA |
| 1.44% | 1.59% | $1,205.8万 | 12.5万股 | $1,143.0万 | 12.6万股 | -1,407股-1.11% | 减仓 |
| IiShares安硕·COREIJH |
| 1.37% | 1.4% | $1,145.1万 | 14.9万股 | $1,004.3万 | 14.9万股 | -211股-0.14% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.3% | 1.52% | $1,090.0万 | 13.2万股 | $1,091.2万 | 14.8万股 | -1.6万股-10.98% | 减仓 |
 英伟达NVDA |
| 1.24% | 1.31% | $1,039.3万 | 5.2万股 | $942.7万 | 5.4万股 | -2,113股-3.91% | 减仓 |
| GGlobal X基金SHLD |
| 1.21% | 1.23% | $1,009.8万 | 16.9万股 | $881.6万 | 12.4万股 | +4.5万股+35.89% | 加仓 |
| B贝莱德ETF信托THRO |
| 1.04% | 1.59% | $868.1万 | 20.1万股 | $1,140.9万 | 31.5万股 | -11.4万股-36.07% | 减仓 |
| IiShares安硕信托IXUS |
| 1.03% | 1.09% | $860.8万 | 9.0万股 | $781.0万 | 9.0万股 | +53股+0.06% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.99% | — | $831.0万 | 29.6万股 | $0 | 0股 | +29.6万股 | 新买入 |
| IiShares安硕信托DGRO |
| 0.97% | 1.1% | $815.4万 | 10.8万股 | $788.8万 | 11.2万股 | -4,817股-4.29% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 0.81% | 0.91% | $677.6万 | 8.9万股 | $655.5万 | 8.7万股 | +1,461股+1.67% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.8% | 0.6% | $673.5万 | 16.0万股 | $433.9万 | 10.3万股 | +5.7万股+55.28% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.75% | 0.75% | $625.5万 | 7.6万股 | $540.5万 | 7.6万股 | -28股-0.04% | 减仓 |
| IiShares安硕信托ITOT |
| 0.74% | 0.7% | $617.7万 | 3.8万股 | $503.2万 | 3.6万股 | +2,159股+6.07% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.72% | 0.75% | $603.9万 | 13.6万股 | $539.5万 | 13.9万股 | -2,684股-1.93% | 减仓 |
 微软MSFT |
| 0.68% | 0.82% | $569.3万 | 1.5万股 | $586.6万 | 1.6万股 | -584股-3.69% | 减仓 |
| V先锋领航全球基金VGT |
| 0.66% | 0.54% | $549.4万 | 4.6万股 | $384.5万 | 5,511股 | +4.0万股+734.02% | 加仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.56% | 0.6% | $467.3万 | 16.0万股 | $430.4万 | 16.0万股 | -437股-0.27% | 减仓 |
| V先锋领航指数基金VOO |
| 0.53% | 0.43% | $440.4万 | 6,412股 | $311.3万 | 5,210股 | +1,202股+23.07% | 加仓 |
| IiShares安硕信托STIP |
| 0.52% | 0.62% | $436.4万 | 4.3万股 | $442.5万 | 4.3万股 | -71股-0.17% | 减仓 |
| HHEALTHEQUITYHQY |
| 0.51% | 0.55% | $424.9万 | 4.7万股 | $393.2万 | 4.7万股 | -4股-0.01% | 减仓 |
| IiShares安硕·COREIJR |
| 0.49% | 0.5% | $411.9万 | 2.8万股 | $360.1万 | 2.9万股 | -1,192股-4.12% | 减仓 |
| IiShares安硕信托LRGF |
| 0.45% | 0.45% | $378.4万 | 5.0万股 | $325.5万 | 4.9万股 | +707股+1.43% | 加仓 |
 亚马逊AMZN |
| 0.42% | 0.44% | $348.1万 | 1.5万股 | $314.7万 | 1.5万股 | -506股-3.35% | 减仓 |
| I景顺QQQ信托VOO |
| 0.41% | 0.38% | $341.0万 | 4,631股 | $273.7万 | 4,742股 | -111股-2.34% | 减仓 |
| DDIREXION DAILY SMALL CAP BULL 3XTNA |
| 0.38% | 0.26% | $319.8万 | 4.3万股 | $187.9万 | 4.3万股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 0.38% | 0.41% | $319.6万 | 4.0万股 | $292.5万 | 3.2万股 | +8,686股+27.52% | 加仓 |
 谷歌AGOOGL |
| 0.37% | 0.35% | $313.0万 | 8,757股 | $248.2万 | 8,630股 | +127股+1.47% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.37% | 2.05% | $307.6万 | 1.4万股 | $1,470.4万 | 7.7万股 | -6.3万股-81.71% | 减仓 |
| IiShares安硕信托EFAV |
| 0.34% | 0.42% | $287.9万 | 3.3万股 | $304.8万 | 3.3万股 | -543股-1.63% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.33% | 0.34% | $279.9万 | 3.4万股 | $242.2万 | 3.4万股 | +13股+0.04% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.32% | 0.35% | $271.1万 | 7.4万股 | $252.5万 | 7.4万股 | -754股-1.01% | 减仓 |
| S嘉信策略信托SCHD |
| 0.32% | 0.36% | $270.8万 | 8.5万股 | $261.9万 | 8.5万股 | +28股+0.03% | 加仓 |
| IiShares安硕信托MTUM |
| 0.32% | 0.26% | $266.9万 | 7,786股 | $186.9万 | 7,786股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.3% | 0.34% | $253.9万 | 3.1万股 | $243.3万 | 3.5万股 | -4,235股-12.14% | 减仓 |
 特斯拉TSLA |
| 0.3% | 0.29% | $248.5万 | 5,908股 | $211.5万 | 5,689股 | +219股+3.85% | 加仓 |
