| IiShares安硕信托IVV |
| 13.83% | 13.52% | $2,654.5万 | 3.6万股 | $2,287.3万 | 3.5万股 | +775股+2.21% | 加仓 |
| IiShares安硕信托IEFA |
| 6.14% | 6% | $1,177.8万 | 12.2万股 | $1,015.4万 | 11.2万股 | +9,859股+8.79% | 加仓 |
| V先锋领航指数基金VUG |
| 5.48% | 4.86% | $1,051.1万 | 12.1万股 | $821.7万 | 1.9万股 | +10.2万股+544.50% | 加仓 |
| IiShares安硕IEMG |
| 4.89% | 4.6% | $938.8万 | 11.5万股 | $778.2万 | 11.2万股 | +3,404股+3.05% | 加仓 |
| IiShares安硕信托AGG |
| 4.68% | 5.07% | $897.9万 | 9.1万股 | $857.6万 | 8.6万股 | +4,826股+5.59% | 加仓 |
| V先锋领航指数基金VTV |
| 4.35% | 4.16% | $835.1万 | 3.8万股 | $704.4万 | 3.6万股 | +2,346股+6.53% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 3.86% | 4.17% | $740.1万 | 14.1万股 | $706.0万 | 13.6万股 | +5,209股+3.83% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.76% | 3.52% | $721.1万 | 10.5万股 | $595.7万 | 10.2万股 | +3,087股+3.02% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.6% | 2.41% | $498.0万 | 2.9万股 | $407.6万 | 3.1万股 | -2,079股-6.78% | 减仓 |
| S道富SPYM |
| 2.39% | 2.33% | $458.3万 | 5.2万股 | $393.7万 | 5.1万股 | +415股+0.81% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.34% | 2.43% | $449.7万 | 9.3万股 | $411.0万 | 8.6万股 | +7,387股+8.64% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.15% | 2.23% | $412.0万 | 5.4万股 | $377.0万 | 4.9万股 | +5,178股+10.63% | 加仓 |
| SSPDR黄金信托GLD |
| 1.76% | 2.42% | $337.4万 | 9,471股 | $409.0万 | 9,505股 | -34股-0.36% | 减仓 |
| IiShares安硕·COREIJR |
| 1.66% | 1.58% | $318.1万 | 2.1万股 | $267.5万 | 2.2万股 | -119股-0.55% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.46% | 1.63% | $280.1万 | 3.0万股 | $276.3万 | 3.0万股 | +438股+1.46% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 1.38% | 1.37% | $265.4万 | 2.0万股 | $231.7万 | 2.0万股 | -76股-0.38% | 减仓 |
 亚马逊AMZN |
| 1.28% | 1.11% | $246.0万 | 9,918股 | $187.0万 | 8,978股 | +940股+10.47% | 加仓 |
| V先锋领航指数基金VXF |
| 1.24% | 1.22% | $237.8万 | 9,998股 | $206.5万 | 1.0万股 | -38股-0.38% | 减仓 |
 英伟达NVDA |
| 1.2% | 1.19% | $230.9万 | 1.1万股 | $201.5万 | 1.2万股 | -206股-1.78% | 减仓 |
| IiShares安硕信托NYF |
| 1.07% | 1.22% | $205.1万 | 3.8万股 | $206.2万 | 3.9万股 | -753股-1.94% | 减仓 |
| S嘉信·USSCHX |
| 1.05% | 1.02% | $200.5万 | 6.8万股 | $172.2万 | 6.7万股 | +1,298股+1.93% | 加仓 |
 博通AVGO |
| 1.04% | 0.88% | $199.0万 | 5,214股 | $149.1万 | 4,816股 | +398股+8.26% | 加仓 |
| GGlobal X基金SHLD |
| 0.98% | 1.01% | $188.4万 | 3.0万股 | $170.4万 | 2.4万股 | +5,490股+22.82% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.98% | 0.89% | $188.3万 | 8,473股 | $151.3万 | 8,110股 | +363股+4.48% | 加仓 |
 WELLTOWER COMWELL |
| 0.95% | 0.93% | $181.9万 | 8,069股 | $157.1万 | 7,947股 | +122股+1.54% | 加仓 |
 微软MSFT |
| 0.88% | 0.89% | $169.6万 | 4,463股 | $150.0万 | 4,051股 | +412股+10.17% | 加仓 |
 思科CSCO |
| 0.78% | 0.57% | $149.1万 | 1.3万股 | $97.1万 | 1.3万股 | +222股+1.77% | 加仓 |
 苹果AAPL |
| 0.73% | 0.68% | $139.6万 | 4,816股 | $115.3万 | 4,542股 | +274股+6.03% | 加仓 |
 谷歌AGOOGL |
| 0.68% | 0.58% | $130.0万 | 3,486股 | $98.4万 | 3,421股 | +65股+1.90% | 加仓 |
 康宁GLW |
| 0.64% | 0.39% | $122.2万 | 4,783股 | $66.1万 | 4,865股 | -82股-1.69% | 减仓 |
 CrowdStrikeCRWD |
| 0.63% | 0.39% | $120.5万 | 1,579股 | $66.7万 | 1,708股 | -129股-7.55% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.6% | 0.88% | $115.1万 | 5.0万股 | $149.0万 | 6.4万股 | -1.4万股-22.47% | 减仓 |
| AASTERA LABSALAB |
| 0.54% | 0.19% | $104.4万 | 2,261股 | $32.0万 | 2,916股 | -655股-22.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.44% | $103.1万 | 2,695股 | $74.3万 | 2,590股 | +105股+4.05% | 加仓 |
 安费诺APH |
| 0.52% | 0.45% | $99.6万 | 5,702股 | $75.5万 | 5,976股 | -274股-4.59% | 减仓 |
| S嘉信策略信托SCHF |
| 0.5% | 0.54% | $95.9万 | 3.5万股 | $91.2万 | 3.7万股 | -2,221股-6.03% | 减仓 |
 南方铜业SCCO |
| 0.49% | 0.54% | $93.5万 | 5,366股 | $91.4万 | 5,313股 | +53股+1.00% | 加仓 |
 沃尔玛WMT |
| 0.48% | 0.45% | $92.3万 | 7,162股 | $76.8万 | 6,182股 | +980股+15.85% | 加仓 |
 强生JNJ |
| 0.48% | 0.5% | $92.3万 | 3,639股 | $84.0万 | 3,438股 | +201股+5.85% | 加仓 |
 M&T银行MTB |
| 0.48% | 0.47% | $92.3万 | 3,879股 | $79.9万 | 3,866股 | +13股+0.34% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.48% | — | $92.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.44% | 0.43% | $83.5万 | 1,118股 | $73.1万 | 1,125股 | -7股-0.62% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.41% | $81.7万 | 2,501股 | $69.4万 | 2,360股 | +141股+5.97% | 加仓 |
| IIBMIBM |
| 0.42% | 0.55% | $81.0万 | 3,471股 | $92.6万 | 3,820股 | -349股-9.14% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.42% | 0.48% | $79.7万 | 1.0万股 | $80.7万 | 1.0万股 | -63股-0.61% | 减仓 |
 艾伯维ABBV |
| 0.41% | 0.43% | $79.2万 | 3,161股 | $72.2万 | 3,320股 | -159股-4.79% | 减仓 |
 优步UBER |
| 0.39% | 0.54% | $75.6万 | 1.1万股 | $90.6万 | 1.3万股 | -1,693股-13.44% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.38% | 0.39% | $72.5万 | 8,784股 | $65.7万 | 8,670股 | +114股+1.31% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.37% | 0.36% | $71.8万 | 2.7万股 | $61.5万 | 2.3万股 | +3,602股+15.35% | 加仓 |
 钢铁动力STLD |
| 0.37% | 0.33% | $71.4万 | 3,110股 | $56.0万 | 3,110股 | 00.00% | 持仓不变 |
