| SSPDR标普500 ETFSPY |
| 31.56% | 30.6% | $2.09亿 | 28.0万股 | $1.82亿 | 28.0万股 | +248股+0.09% | 加仓 |
| V先锋领航·TOTALBND |
| 13.31% | 13.64% | $8,827.6万 | 120.3万股 | $8,118.9万 | 110.3万股 | +10.0万股+9.07% | 加仓 |
| I景顺QQQ信托VOO |
| 11.23% | 9.28% | $7,448.0万 | 10.1万股 | $5,523.5万 | 9.6万股 | +5,442股+5.69% | 加仓 |
| IiShares安硕信托IEFA |
| 7.55% | 7.59% | $5,006.8万 | 51.8万股 | $4,521.2万 | 49.9万股 | +1.9万股+3.80% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.49% | 4.67% | $2,980.4万 | 36.1万股 | $2,778.5万 | 33.6万股 | +2.5万股+7.39% | 加仓 |
| V先锋领航白厅基金VYM |
| 4.35% | 4.72% | $2,888.5万 | 18.3万股 | $2,811.3万 | 19.0万股 | -7,043股-3.71% | 减仓 |
| SSPDR道富系列信托BIL |
| 2.17% | 2.48% | $1,436.7万 | 15.7万股 | $1,476.9万 | 16.1万股 | -4,393股-2.73% | 减仓 |
| IiShares安硕信托SGOV |
| 2.08% | 1.94% | $1,378.3万 | 13.7万股 | $1,154.1万 | 11.5万股 | +2.2万股+19.42% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.03% | 2.44% | $1,346.1万 | 17.6万股 | $1,455.2万 | 18.9万股 | -1.3万股-6.91% | 减仓 |
| S嘉信策略信托SCHD |
| 1.98% | 2.46% | $1,312.3万 | 41.4万股 | $1,465.1万 | 47.8万股 | -6.4万股-13.34% | 减仓 |
| G通用动力VTI |
| 1.8% | 2.4% | $1,196.1万 | 3.2万股 | $1,431.3万 | 4.5万股 | -1.2万股-27.56% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.19% | 1.15% | $787.6万 | 1.9万股 | $685.8万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.04% | 0.42% | $687.5万 | 3.2万股 | $252.1万 | 1.3万股 | +1.9万股+145.55% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.02% | 1.32% | $675.2万 | 22.5万股 | $788.7万 | 26.2万股 | -3.7万股-14.21% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.99% | 0.83% | $658.4万 | 8.3万股 | $494.0万 | 6.2万股 | +2.1万股+33.68% | 加仓 |
| IiShares黄金信托IAU |
| 0.96% | 1.32% | $637.7万 | 8.4万股 | $783.3万 | 8.9万股 | -4,403股-4.96% | 减仓 |
| S嘉信策略信托SCHF |
| 0.8% | 0.79% | $528.6万 | 19.1万股 | $472.3万 | 19.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.73% | 0.74% | $483.6万 | 1.7万股 | $439.4万 | 1.7万股 | -599股-3.46% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 0.7% | 0.76% | $465.9万 | 4.5万股 | $453.3万 | 5.3万股 | -8,255股-15.46% | 减仓 |
| S嘉信·USSCHX |
| 0.59% | 0.62% | $393.0万 | 13.4万股 | $366.3万 | 14.3万股 | -9,348股-6.54% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.47% | 0.45% | $312.3万 | 9.2万股 | $268.8万 | 9.2万股 | -5股-0.01% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.47% | 0.74% | $310.6万 | 3.2万股 | $440.9万 | 5.0万股 | -1.7万股-35.20% | 减仓 |
| SStrategyMSTR |
| 0.47% | 0.82% | $308.6万 | 3.5万股 | $487.9万 | 3.9万股 | -3,598股-9.20% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.45% | 0.47% | $299.9万 | 9,982股 | $277.3万 | 1.1万股 | -1,201股-10.74% | 减仓 |
| NNUTANIXNTNX |
| 0.34% | 0.31% | $222.5万 | 4.4万股 | $182.1万 | 4.8万股 | -4,250股-8.87% | 减仓 |
| IiShares安硕信托AGG |
| 0.32% | 0.36% | $211.8万 | 2.1万股 | $212.8万 | 2.1万股 | -40股-0.19% | 减仓 |
 GoDaddyGDDY |
| 0.31% | 0.09% | $206.2万 | 2.4万股 | $53.3万 | 6,445股 | +1.8万股+277.02% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.32% | $201.6万 | 2,935股 | $188.0万 | 3,147股 | -212股-6.74% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.3% | 0.13% | $196.8万 | 2.5万股 | $75.4万 | 8,134股 | +1.7万股+204.60% | 加仓 |
 特斯拉TSLA |
| 0.28% | 0.28% | $183.6万 | 4,366股 | $164.5万 | 4,426股 | -60股-1.36% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.26% | 0.25% | $173.9万 | 1.4万股 | $149.3万 | 1.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.25% | 0.27% | $162.6万 | 4,358股 | $161.1万 | 4,351股 | +7股+0.16% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.23% | 0.23% | $152.0万 | 1.2万股 | $138.2万 | 3,242股 | +8,998股+277.54% | 加仓 |
| S嘉信策略信托SCHC |
| 0.22% | 0.23% | $148.4万 | 2.8万股 | $137.7万 | 2.8万股 | 00.00% | 持仓不变 |
 GENERAL MILLS COMGIS |
| 0.21% | 0.1% | $142.2万 | 4.1万股 | $59.0万 | 1.6万股 | +2.5万股+157.69% | 加仓 |
| IiShares安硕信托ITOT |
| 0.21% | 0.2% | $136.5万 | 8,311股 | $118.4万 | 8,311股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.18% | 0.18% | $122.0万 | 6,099股 | $106.4万 | 6,099股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.18% | 0.18% | $120.2万 | 5,044股 | $105.1万 | 5,044股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.18% | 0.12% | $116.1万 | 2.0万股 | $70.1万 | 1.2万股 | +7,917股+67.27% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.17% | 0.18% | $113.3万 | 4.7万股 | $106.7万 | 4.4万股 | +2,961股+6.74% | 加仓 |
 VisaV |
| 0.16% | 0.16% | $104.9万 | 3,057股 | $92.4万 | 3,057股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.16% | 0.15% | $103.5万 | 3.0万股 | $90.7万 | 3.0万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.15% | 0.29% | $99.7万 | 4,687股 | $173.5万 | 9,040股 | -4,353股-48.15% | 减仓 |
| UUWMUWMC |
| 0.15% | 0.09% | $98.5万 | 43.0万股 | $51.8万 | 14.3万股 | +28.7万股+200.70% | 加仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.13% | 0.11% | $89.1万 | 1.1万股 | $65.9万 | 1.1万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.13% | 0.16% | $88.2万 | 943股 | $97.8万 | 982股 | -39股-3.97% | 减仓 |
 PACSPACS |
| 0.13% | 0.11% | $87.7万 | 2.1万股 | $66.0万 | 2.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.13% | 0.15% | $86.0万 | 1,527股 | $87.4万 | 1,527股 | 00.00% | 持仓不变 |
| S嘉信·USSCHP |
| 0.12% | 0.15% | $82.3万 | 3.1万股 | $90.8万 | 3.4万股 | -3,077股-9.01% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.12% | 0.11% | $77.7万 | 2.7万股 | $67.8万 | 2.7万股 | -171股-0.63% | 减仓 |
