| S道富SPYM |
| 42.28% | 41% | $1.01亿 | 115.2万股 | $8,266.5万 | 108.0万股 | +7.2万股+6.66% | 加仓 |
| V先锋领航指数基金VB |
| 18.72% | 18.36% | $4,481.0万 | 14.8万股 | $3,702.3万 | 14.1万股 | +6,479股+4.58% | 加仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 14.82% | 13.75% | $3,549.2万 | 43.0万股 | $2,771.7万 | 42.7万股 | +2,288股+0.54% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 4.65% | 4.84% | $1,112.4万 | 2.7万股 | $975.5万 | 2.7万股 | -194股-0.71% | 减仓 |
| SSPDR道富指数基金SPDW |
| 4.34% | 4.7% | $1,038.3万 | 20.6万股 | $948.3万 | 20.8万股 | -1,660股-0.80% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 3% | 3.1% | $717.1万 | 2.1万股 | $625.4万 | 2.1万股 | -18股-0.08% | 减仓 |
 AVANTIS INTLNGG |
| 0.95% | 1.08% | $228.4万 | 2.6万股 | $217.2万 | 2.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 1.02% | $206.9万 | 4,135股 | $205.1万 | 4,281股 | -146股-3.41% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.86% | 0.92% | $205.7万 | 1.7万股 | $186.2万 | 4,367股 | +1.2万股+279.28% | 加仓 |
| IiShares安硕信托IVV |
| 0.7% | 0.74% | $167.5万 | 2,236股 | $148.5万 | 2,274股 | -38股-1.67% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.62% | 0.67% | $148.9万 | 2.9万股 | $134.9万 | 2.9万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.51% | 0.62% | $123.1万 | 4,253股 | $125.8万 | 4,957股 | -704股-14.20% | 减仓 |
 微软MSFT |
| 0.47% | 0.6% | $112.4万 | 3,014股 | $121.1万 | 3,271股 | -257股-7.86% | 减仓 |
| S道富SPHY |
| 0.45% | 0.5% | $107.8万 | 4.6万股 | $99.9万 | 4.3万股 | +3,154股+7.36% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.45% | 0.48% | $107.5万 | 1.5万股 | $96.7万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.4% | 0.42% | $95.7万 | 3,949股 | $84.4万 | 3,949股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.35% | 0.4% | $83.1万 | 3,303股 | $81.0万 | 3,722股 | -419股-11.26% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.33% | 0.46% | $80.2万 | 5,074股 | $93.2万 | 6,296股 | -1,222股-19.41% | 减仓 |
| G通用动力VTI |
| 0.32% | 0.33% | $77.8万 | 2,102股 | $67.4万 | 2,102股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.27% | 0.27% | $65.3万 | 1.1万股 | $54.8万 | 1.1万股 | 00.00% | 持仓不变 |
 SENSIENT TECHNOLOGIESSXT |
| 0.23% | 0.28% | $56.1万 | 4,551股 | $56.9万 | 6,579股 | -2,028股-30.83% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.25% | $55.5万 | 744股 | $49.7万 | 765股 | -21股-2.75% | 减仓 |
 亚马逊AMZN |
| 0.23% | 0.26% | $55.2万 | 2,318股 | $52.7万 | 2,528股 | -210股-8.31% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.22% | 0.22% | $52.0万 | 1,732股 | $44.9万 | 1,811股 | -79股-4.36% | 减仓 |
| CCOCA COLA CONSCOKE |
| 0.21% | — | $49.3万 | 2,580股 | $0 | 0股 | +2,580股 | 新买入 |
| IiShares安硕信托USMV |
| 0.2% | 0.3% | $48.8万 | 5,054股 | $59.8万 | 6,452股 | -1,398股-21.67% | 减仓 |
 英伟达NVDA |
| 0.2% | 0.27% | $48.7万 | 2,436股 | $54.1万 | 3,102股 | -666股-21.47% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.2% | 0.21% | $47.7万 | 7,990股 | $43.2万 | 7,990股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.19% | 0.28% | $45.8万 | 1.5万股 | $56.1万 | 2.0万股 | -5,414股-26.87% | 减仓 |
 卡特彼勒CAT |
| 0.18% | 0.14% | $43.7万 | 410股 | $29.0万 | 410股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCR |
| 0.18% | 0.21% | $42.3万 | 2.2万股 | $42.3万 | 2.2万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCS |
| 0.18% | 0.21% | $42.2万 | 2.1万股 | $42.3万 | 2.1万股 | 00.00% | 持仓不变 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.18% | 0.21% | $42.2万 | 2.3万股 | $42.4万 | 2.3万股 | 00.00% | 持仓不变 |
| S道富SPAB |
| 0.17% | 0.2% | $40.2万 | 1.6万股 | $40.4万 | 1.6万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.16% | 0.29% | $38.7万 | 3,415股 | $58.8万 | 4,730股 | -1,315股-27.80% | 减仓 |
 LoewsL |
| 0.16% | 0.18% | $38.2万 | 3,377股 | $36.0万 | 3,377股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.15% | 0.15% | $36.6万 | 1,487股 | $30.6万 | 1,487股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.15% | 0.15% | $35.8万 | 2,947股 | $29.5万 | 2,947股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 0.15% | 0.15% | $35.8万 | 3,706股 | $29.9万 | 3,706股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.15% | 0.2% | $34.8万 | 986股 | $39.8万 | 1,209股 | -223股-18.44% | 减仓 |
 南方电力SO |
| 0.12% | 0.14% | $28.2万 | 2,945股 | $28.5万 | 2,953股 | -8股-0.27% | 减仓 |
 摩根大通JPM |
| 0.12% | 0.18% | $28.1万 | 859股 | $36.2万 | 1,231股 | -372股-30.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.11% | $27.1万 | 767股 | $22.0万 | 767股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.11% | 0.14% | $25.2万 | 1,277股 | $28.1万 | 1,527股 | -250股-16.37% | 减仓 |
 谷歌AGOOGL |
| 0.1% | — | $23.5万 | 657股 | $0 | 0股 | +657股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.1% | — | $23.0万 | 335股 | $0 | 0股 | +335股 | 新买入 |
 埃克森美孚XOM |
| 0.09% | 0.14% | $22.2万 | 1,624股 | $27.5万 | 1,623股 | +1股+0.06% | 加仓 |
| SSPDR道富系列信托QUS |
| 0.09% | 0.11% | $21.6万 | 1,155股 | $22.4万 | 1,308股 | -153股-11.70% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.09% | — | $21.0万 | 2,513股 | $0 | 0股 | +2,513股 | 新买入 |
