| IiShares安硕信托IVV |
| 8.84% | 7.95% | $6,984.0万 | 9.3万股 | $5,795.8万 | 8.9万股 | +4,530股+5.11% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 8.28% | 7.9% | $6,548.1万 | 16.0万股 | $5,761.3万 | 16.2万股 | -1,674股-1.04% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 5.6% | 5.55% | $4,423.2万 | 96.1万股 | $4,045.3万 | 87.8万股 | +8.2万股+9.39% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.24% | 7.28% | $4,144.3万 | 17.5万股 | $5,310.0万 | 24.7万股 | -7.2万股-29.06% | 减仓 |
| SSPDR道富系列信托XAR |
| 5.14% | 4.64% | $4,060.2万 | 14.3万股 | $3,387.4万 | 13.3万股 | +9,698股+7.27% | 加仓 |
| V先锋领航·MIDVO |
| 4.57% | 5.14% | $3,612.2万 | 44.8万股 | $3,748.6万 | 13.1万股 | +31.8万股+243.46% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.18% | 2.5% | $3,303.1万 | 10.9万股 | $1,823.6万 | 7.7万股 | +3.2万股+42.07% | 加仓 |
| V先锋领航全球基金VGT |
| 4.1% | 3.49% | $3,241.9万 | 27.1万股 | $2,547.4万 | 3.7万股 | +23.5万股+642.94% | 加仓 |
| V先锋领航指数基金VUG |
| 2.67% | 2.58% | $2,106.8万 | 24.5万股 | $1,884.1万 | 4.3万股 | +20.1万股+467.02% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.6% | 2.39% | $2,053.3万 | 28.8万股 | $1,739.9万 | 27.2万股 | +1.7万股+6.14% | 加仓 |
| IiShares安硕信托IEFA |
| 2.52% | 2.44% | $1,992.9万 | 20.6万股 | $1,777.2万 | 19.6万股 | +1.0万股+5.11% | 加仓 |
 亚马逊AMZN |
| 2.34% | 2.19% | $1,849.9万 | 7.8万股 | $1,596.7万 | 7.7万股 | +953股+1.24% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.27% | 2.2% | $1,793.7万 | 6.0万股 | $1,604.8万 | 6.5万股 | -5,010股-7.74% | 减仓 |
 沃尔玛WMT |
| 2.09% | 2.52% | $1,649.2万 | 14.6万股 | $1,837.4万 | 14.8万股 | -2,183股-1.48% | 减仓 |
| IiShares安硕·COREIJH |
| 2.01% | 1.89% | $1,589.1万 | 20.6万股 | $1,378.6万 | 20.4万股 | +1,931股+0.95% | 加仓 |
| V先锋领航指数基金VOO |
| 1.92% | 1.8% | $1,520.2万 | 2.2万股 | $1,315.9万 | 2.2万股 | +114股+0.52% | 加仓 |
 纽蒙特NEM |
| 1.76% | 2.21% | $1,391.4万 | 14.9万股 | $1,612.7万 | 14.9万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 1.7% | 1.6% | $1,344.0万 | 45.7万股 | $1,165.9万 | 45.5万股 | +1,987股+0.44% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.64% | 0.21% | $1,299.4万 | 37.3万股 | $152.4万 | 5.0万股 | +32.3万股+646.92% | 加仓 |
 阿格尼科鹰矿AEM |
| 1.49% | 2.3% | $1,179.0万 | 7.6万股 | $1,680.7万 | 8.3万股 | -6,800股-8.21% | 减仓 |
 英伟达NVDA |
| 1.41% | 1.33% | $1,113.2万 | 5.6万股 | $973.5万 | 5.6万股 | -188股-0.34% | 减仓 |
 可口可乐KO |
| 1.34% | 1.36% | $1,060.0万 | 13.0万股 | $992.0万 | 13.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 1.26% | 1.03% | $999.3万 | 24.1万股 | $752.8万 | 17.7万股 | +6.4万股+36.37% | 加仓 |
 埃克森美孚XOM |
| 1.24% | 1.69% | $978.8万 | 7.2万股 | $1,231.6万 | 7.3万股 | -1,002股-1.38% | 减仓 |
 苹果AAPL |
| 1.18% | 1.1% | $930.0万 | 3.2万股 | $800.0万 | 3.2万股 | +615股+1.95% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.13% | 1.09% | $892.6万 | 17.7万股 | $798.2万 | 15.8万股 | +1.9万股+11.92% | 加仓 |
| V先锋领航指数基金VTV |
| 1.11% | — | $880.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 谷歌AGOOGL |
| 1.01% | 0.88% | $798.8万 | 2.2万股 | $642.9万 | 2.2万股 | -7股-0.03% | 减仓 |
 惠顿贵金属WPM |
| 0.94% | 1.19% | $741.3万 | 6.6万股 | $864.7万 | 6.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.9% | 0.71% | $712.2万 | 4.8万股 | $516.1万 | 4.2万股 | +6,504股+15.67% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.81% | 1.13% | $637.0万 | 12.0万股 | $821.4万 | 13.4万股 | -1.4万股-10.56% | 减仓 |
| S嘉信策略信托SCHM |
| 0.78% | 0.05% | $618.0万 | 16.8万股 | $37.7万 | 1.2万股 | +15.5万股+1,276.43% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.77% | 0.51% | $606.2万 | 7.8万股 | $370.3万 | 4.8万股 | +3.1万股+64.02% | 加仓 |
 微软MSFT |
| 0.75% | 1.01% | $594.4万 | 1.6万股 | $737.3万 | 2.0万股 | -3,983股-20.00% | 减仓 |
 帕兰提尔PLTR |
| 0.68% | 0.92% | $534.1万 | 4.6万股 | $670.7万 | 4.6万股 | -73股-0.16% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.63% | 0.59% | $497.6万 | 6,663股 | $433.5万 | 6,666股 | -3股-0.05% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.62% | 0.58% | $492.4万 | 4.0万股 | $422.7万 | 9,913股 | +3.0万股+300.00% | 加仓 |
| S嘉信策略信托SCHF |
| 0.62% | 0.6% | $491.9万 | 17.8万股 | $436.7万 | 17.6万股 | +1,140股+0.65% | 加仓 |
| B巴里克黄金GOLD |
| 0.6% | 0.44% | $474.4万 | 12.9万股 | $318.4万 | 7.8万股 | +5.1万股+65.43% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.57% | 0.56% | $453.4万 | 9.1万股 | $411.1万 | 8.3万股 | +8,510股+10.31% | 加仓 |
 金罗斯黄金KGC |
| 0.54% | 0.88% | $425.2万 | 18.0万股 | $640.9万 | 21.0万股 | -3.0万股-14.29% | 减仓 |
 PAN AMERN SILVERPAAS |
| 0.51% | 0.68% | $404.1万 | 9.0万股 | $492.4万 | 9.0万股 | +100股+0.11% | 加仓 |
 卡特彼勒CAT |
| 0.49% | 0.34% | $389.6万 | 3,658股 | $245.6万 | 3,467股 | +191股+5.51% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.43% | 0.48% | $336.6万 | 17.6万股 | $350.3万 | 18.1万股 | -5,427股-2.99% | 减仓 |
 家得宝HD |
| 0.4% | 0.41% | $316.6万 | 8,978股 | $297.6万 | 9,048股 | -70股-0.77% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.39% | 0.37% | $306.6万 | 9,051股 | $267.1万 | 9,051股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.32% | $287.4万 | 8,134股 | $233.3万 | 8,134股 | 00.00% | 持仓不变 |
| AALPS ETF信托AMLP |
| 0.35% | 0.36% | $273.0万 | 5.3万股 | $263.4万 | 5.0万股 | +2,624股+5.24% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.34% | 0.27% | $269.2万 | 5.3万股 | $196.2万 | 4.3万股 | +1.0万股+24.30% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.3% | 0.31% | $238.8万 | 4.7万股 | $229.0万 | 4.6万股 | +1,310股+2.85% | 加仓 |
