| IiShares安硕·MSCI EAFE ETFEFA |
| 12.57% | 13.14% | $6.08亿 | 585.4万股 | $6.04亿 | 622.3万股 | -36.9万股-5.93% | 减仓 |
| IiShares安硕信托ITOT |
| 10.16% | 8.98% | $4.92亿 | 299.2万股 | $4.13亿 | 290.1万股 | +9.1万股+3.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 8.98% | 8.32% | $4.35亿 | 58.1万股 | $3.83亿 | 58.4万股 | -3,615股-0.62% | 减仓 |
| S道富SPMD |
| 3.92% | 3.64% | $1.89亿 | 280.3万股 | $1.67亿 | 282.3万股 | -2.0万股-0.72% | 减仓 |
| 22023 ETF SERIES TRUSTGEME |
| 3.79% | 1.98% | $1.83亿 | 421.1万股 | $9,105.3万 | 261.4万股 | +159.6万股+61.05% | 加仓 |
| G通用动力VTI |
| 3.79% | 3.5% | $1.83亿 | 49.4万股 | $1.61亿 | 50.1万股 | -6,325股-1.26% | 减仓 |
| F第一信托交易所交易基金EIPX |
| 3.19% | 3.24% | $1.54亿 | 493.2万股 | $1.49亿 | 463.7万股 | +29.5万股+6.35% | 加仓 |
| IiShares黄金信托IAU |
| 2.58% | 3% | $1.25亿 | 165.1万股 | $1.38亿 | 156.7万股 | +8.4万股+5.39% | 加仓 |
| IiShares安硕·COREIJH |
| 2.54% | 2.38% | $1.23亿 | 159.3万股 | $1.09亿 | 162.1万股 | -2.9万股-1.78% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 2.53% | 2.66% | $1.22亿 | 281.3万股 | $1.23亿 | 280.6万股 | +7,078股+0.25% | 加仓 |
 埃克森美孚XOM |
| 1.99% | 2.95% | $9,647.3万 | 70.6万股 | $1.36亿 | 80.0万股 | -9.5万股-11.83% | 减仓 |
 谷歌AGOOGL |
| 1.89% | 1.61% | $9,160.4万 | 25.6万股 | $7,385.8万 | 25.6万股 | -44股-0.02% | 减仓 |
 苹果AAPL |
| 1.85% | 1.6% | $8,940.9万 | 30.9万股 | $7,339.4万 | 28.9万股 | +2.0万股+6.85% | 加仓 |
| SSPDR黄金信托GLD |
| 1.41% | 3.38% | $6,840.9万 | 18.6万股 | $1.55亿 | 36.1万股 | -17.5万股-48.50% | 减仓 |
| SSPDR道富系列信托XNTK |
| 1.21% | 0.59% | $5,876.7万 | 15.0万股 | $2,727.0万 | 10.7万股 | +4.4万股+40.82% | 加仓 |
| V先锋领航指数基金VOO |
| 1.2% | 1.09% | $5,783.8万 | 8.4万股 | $5,001.8万 | 8.4万股 | +507股+0.61% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 1.17% | 1.38% | $5,677.6万 | 141.9万股 | $6,351.0万 | 133.9万股 | +8.0万股+5.97% | 加仓 |
| IiShares安硕信托STIP |
| 1.06% | 1.14% | $5,128.5万 | 50.2万股 | $5,226.8万 | 50.5万股 | -3,337股-0.66% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 1.02% | 3.59% | $4,914.0万 | 92.4万股 | $1.65亿 | 312.8万股 | -220.4万股-70.46% | 减仓 |
| IiShares安硕信托TLT |
| 0.99% | 1.06% | $4,785.6万 | 55.4万股 | $4,894.0万 | 56.5万股 | -1.1万股-2.02% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.89% | 0.04% | $4,306.7万 | 27.8万股 | $182.5万 | 8,992股 | +26.9万股+2,987.37% | 加仓 |
 微软MSFT |
| 0.7% | 0.72% | $3,362.6万 | 9.0万股 | $3,326.6万 | 9.0万股 | +291股+0.32% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.61% | 0.59% | $2,973.9万 | 28.9万股 | $2,731.3万 | 28.6万股 | +3,616股+1.27% | 加仓 |
| IISHARES PARIS-ALIGNED CLIMATE MSCI WORLD EX USA ETFPABD |
| 0.61% | 0.55% | $2,932.5万 | 42.3万股 | $2,520.9万 | 40.1万股 | +2.3万股+5.68% | 加仓 |
| IiShares安硕信托PABU |
| 0.59% | 0.5% | $2,853.7万 | 37.5万股 | $2,309.4万 | 34.9万股 | +2.6万股+7.45% | 加仓 |
 高盛GS |
| 0.57% | 0.51% | $2,769.0万 | 2.7万股 | $2,326.5万 | 2.8万股 | -121股-0.44% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.56% | 0.22% | $2,726.7万 | 9.0万股 | $1,032.3万 | 4.2万股 | +4.8万股+113.27% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.49% | $2,656.1万 | 7.5万股 | $2,258.9万 | 7.9万股 | -3,572股-4.54% | 减仓 |
 雪佛龙CVX |
| 0.55% | 0.83% | $2,645.2万 | 16.0万股 | $3,810.9万 | 18.6万股 | -2.6万股-14.04% | 减仓 |
| PPROLOGIS COMPLD |
| 0.51% | 0.52% | $2,470.9万 | 18.2万股 | $2,410.3万 | 18.2万股 | +59股+0.03% | 加仓 |
 美敦力MDT |
| 0.5% | 0.58% | $2,408.5万 | 30.5万股 | $2,661.8万 | 30.5万股 | +373股+0.12% | 加仓 |
 亚马逊AMZN |
| 0.49% | 0.44% | $2,362.0万 | 9.9万股 | $2,019.6万 | 9.7万股 | +2,133股+2.20% | 加仓 |
 英伟达NVDA |
| 0.48% | 0.38% | $2,339.9万 | 11.7万股 | $1,755.8万 | 10.1万股 | +1.6万股+16.16% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.48% | 0.48% | $2,322.3万 | 26.2万股 | $2,191.5万 | 26.6万股 | -3,572股-1.34% | 减仓 |
 特斯拉TSLA |
| 0.44% | 0.29% | $2,152.2万 | 5.1万股 | $1,328.2万 | 3.6万股 | +1.5万股+43.22% | 加仓 |
| IiShares安硕信托ITOT |
| 0.42% | 0.38% | $2,015.3万 | 12.3万股 | $1,746.5万 | 12.3万股 | -363股-0.29% | 减仓 |
| IiShares安硕信托IVV |
| 0.41% | 2.19% | $1,965.0万 | 2.6万股 | $1.01亿 | 15.0万股 | -12.4万股-82.50% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 0.4% | 0.39% | $1,954.7万 | 11.3万股 | $1,794.3万 | 11.3万股 | -500股-0.44% | 减仓 |
| I景顺QQQ信托VOO |
| 0.4% | 0.32% | $1,939.3万 | 2.6万股 | $1,459.4万 | 2.5万股 | +1,129股+4.48% | 加仓 |
 迪士尼DIS |
| 0.39% | 0.41% | $1,870.1万 | 19.3万股 | $1,885.9万 | 19.6万股 | -2,879股-1.47% | 减仓 |
| IiShares安硕信托IWV |
| 0.35% | 0.32% | $1,715.8万 | 4.0万股 | $1,483.7万 | 4.0万股 | +213股+0.53% | 加仓 |
 Targa资源TRGP |
| 0.35% | — | $1,712.1万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 沃尔玛WMT |
| 0.32% | 0.36% | $1,534.7万 | 13.5万股 | $1,649.1万 | 13.2万股 | +3,059股+2.31% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.31% | 0.27% | $1,485.3万 | 9.5万股 | $1,252.7万 | 9.1万股 | +4,088股+4.52% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.27% | $1,468.2万 | 4.5万股 | $1,263.6万 | 4.3万股 | +1,896股+4.41% | 加仓 |
| IiShares安硕信托GVI |
| 0.29% | 0.25% | $1,413.3万 | 13.1万股 | $1,151.8万 | 10.9万股 | +2.3万股+21.02% | 加仓 |
 强生JNJ |
| 0.29% | 0.29% | $1,413.1万 | 5.6万股 | $1,335.8万 | 5.5万股 | +993股+1.82% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.28% | — | $1,343.8万 | 67.2万股 | $0 | 0股 | +67.2万股 | 新买入 |
| IiShares安硕信托IJK |
| 0.27% | 0.25% | $1,308.1万 | 11.1万股 | $1,137.0万 | 11.3万股 | -1,669股-1.48% | 减仓 |
| TTERAWULF COMWULF |
| 0.26% | 0.08% | $1,259.3万 | 51.0万股 | $375.1万 | 26.0万股 | +25.0万股+96.14% | 加仓 |
