| IiShares安硕信托IVV |
| 14.87% | 14.26% | $4,030.9万 | 5.4万股 | $3,476.4万 | 5.3万股 | +604股+1.13% | 加仓 |
| IiShares安硕·COREIJH |
| 9.76% | 9.34% | $2,645.4万 | 34.3万股 | $2,276.3万 | 33.7万股 | +5,994股+1.78% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.59% | 9.7% | $2,598.7万 | 36.5万股 | $2,365.8万 | 36.9万股 | -4,461股-1.21% | 减仓 |
| IiShares安硕信托CMF |
| 6.06% | 6.7% | $1,641.9万 | 28.5万股 | $1,632.8万 | 28.7万股 | -2,304股-0.80% | 减仓 |
| Q高通QCOM |
| 5.83% | 4.57% | $1,581.0万 | 8.6万股 | $1,113.0万 | 8.6万股 | -864股-1.00% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.66% | 3.72% | $991.8万 | 19.7万股 | $906.1万 | 19.8万股 | -1,676股-0.84% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.65% | 3.87% | $989.0万 | 9.5万股 | $942.4万 | 9.7万股 | -1,818股-1.87% | 减仓 |
| V先锋领航指数基金VV |
| 3.41% | 3.39% | $924.3万 | 2.7万股 | $825.4万 | 2.8万股 | -743股-2.69% | 减仓 |
| IiShares安硕信托GVI |
| 3.36% | 3.68% | $909.7万 | 8.5万股 | $896.1万 | 8.4万股 | +112股+0.13% | 加仓 |
| IiShares安硕·COREIJR |
| 2.61% | 2.44% | $708.2万 | 4.8万股 | $594.8万 | 4.8万股 | -103股-0.22% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.47% | 2.42% | $669.7万 | 8,968股 | $589.0万 | 9,057股 | -89股-0.98% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.47% | 2.47% | $668.2万 | 6.1万股 | $602.1万 | 6.2万股 | -1,358股-2.19% | 减仓 |
| V先锋领航·MIDVO |
| 2.25% | 2.21% | $609.0万 | 7.6万股 | $539.8万 | 1.9万股 | +5.7万股+302.14% | 加仓 |
| SSPDR道富指数基金RWO |
| 2.14% | 2.21% | $578.9万 | 11.6万股 | $539.2万 | 11.8万股 | -1,362股-1.16% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.63% | 1.71% | $442.6万 | 7.4万股 | $416.7万 | 7.7万股 | -2,941股-3.81% | 减仓 |
| SSPDR黄金信托GLD |
| 1.59% | 2.05% | $429.7万 | 1.2万股 | $500.3万 | 1.2万股 | +36股+0.31% | 加仓 |
 苹果AAPL |
| 1.46% | 1.44% | $396.0万 | 1.4万股 | $349.9万 | 1.4万股 | -102股-0.74% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.45% | 1.58% | $392.0万 | 13.1万股 | $386.2万 | 12.8万股 | +2,184股+1.70% | 加仓 |
| V先锋领航指数基金VB |
| 1.45% | 1.41% | $391.9万 | 1.3万股 | $343.4万 | 1.3万股 | -182股-1.39% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.41% | 1.48% | $381.5万 | 7.5万股 | $361.0万 | 7.2万股 | +3,245股+4.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.35% | 1.22% | $366.4万 | 1.0万股 | $296.8万 | 1.0万股 | +24股+0.23% | 加仓 |
| S道富SPAB |
| 0.94% | 1.05% | $254.1万 | 10.0万股 | $256.7万 | 10.0万股 | -647股-0.65% | 减仓 |
| V先锋领航指数基金VUG |
| 0.83% | 0.8% | $223.7万 | 2.6万股 | $195.8万 | 4,482股 | +2.1万股+479.54% | 加仓 |
| G高盛ETF信托GBIL |
| 0.74% | 0.83% | $201.4万 | 2.0万股 | $201.4万 | 2.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.74% | 0.73% | $200.0万 | 8,391股 | $178.0万 | 8,546股 | -155股-1.81% | 减仓 |
 谷歌AGOOGL |
| 0.65% | 0.63% | $177.3万 | 4,961股 | $153.4万 | 5,336股 | -375股-7.03% | 减仓 |
| DDBX ETF信托DBEF |
| 0.63% | 0.63% | $170.2万 | 3.1万股 | $153.9万 | 3.1万股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.58% | 0.56% | $157.4万 | 1.8万股 | $137.7万 | 1.8万股 | -83股-0.46% | 减仓 |
| IiShares安硕信托ITOT |
| 0.56% | 0.52% | $151.6万 | 9,260股 | $126.6万 | 8,953股 | +307股+3.43% | 加仓 |
 英伟达NVDA |
| 0.53% | 0.52% | $143.5万 | 7,173股 | $127.4万 | 7,303股 | -130股-1.78% | 减仓 |
| S道富SPSM |
| 0.5% | 0.5% | $135.5万 | 2.4万股 | $120.9万 | 2.5万股 | -1,509股-6.03% | 减仓 |
 赛富时CRM |
| 0.48% | 0.64% | $131.1万 | 8,370股 | $156.3万 | 8,372股 | -2股-0.02% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.47% | 0.46% | $126.8万 | 8,659股 | $112.3万 | 8,767股 | -108股-1.23% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.45% | 0.41% | $121.4万 | 4,041股 | $100.4万 | 4,049股 | -8股-0.20% | 减仓 |
| IiShares安硕信托EEM |
| 0.44% | 0.45% | $119.9万 | 1.8万股 | $110.1万 | 1.9万股 | -1,853股-9.56% | 减仓 |
| IiShares安硕信托GVI |
| 0.43% | 0.47% | $115.3万 | 1.1万股 | $115.4万 | 1.1万股 | 00.00% | 持仓不变 |
 SEMPRA COMSRE |
| 0.41% | 0.95% | $110.2万 | 1.2万股 | $232.6万 | 2.4万股 | -1.2万股-50.33% | 减仓 |
| S道富SPMD |
| 0.4% | 0.4% | $108.7万 | 1.6万股 | $97.0万 | 1.6万股 | -281股-1.72% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.39% | 0.4% | $106.5万 | 1.0万股 | $98.0万 | 1.0万股 | +108股+1.05% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.39% | 0.36% | $105.4万 | 8,861股 | $86.8万 | 8,861股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.35% | 0.37% | $95.8万 | 1.8万股 | $90.4万 | 1.9万股 | -766股-3.98% | 减仓 |
 微软MSFT |
| 0.34% | 0.37% | $91.1万 | 2,442股 | $90.4万 | 2,442股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.33% | 0.36% | $89.2万 | 9,013股 | $88.2万 | 8,889股 | +124股+1.39% | 加仓 |
 AMD超威AMD |
| 0.32% | 0.13% | $86.9万 | 1,496股 | $30.6万 | 1,503股 | -7股-0.47% | 减仓 |
| IiShares安硕信托AOA |
| 0.3% | 0.3% | $82.4万 | 8,445股 | $73.6万 | 8,313股 | +132股+1.59% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.3% | 0.34% | $81.5万 | 1.0万股 | $82.5万 | 1.0万股 | -96股-0.92% | 减仓 |
| V先锋领航指数基金VBK |
| 0.3% | 0.28% | $80.6万 | 2,205股 | $67.2万 | 2,224股 | -19股-0.85% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.27% | $78.0万 | 6,280股 | $66.9万 | 1,570股 | +4,710股+300.00% | 加仓 |
 好市多COST |
| 0.25% | 0.29% | $66.9万 | 716股 | $71.3万 | 716股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.26% | $66.1万 | 1,321股 | $63.3万 | 1,321股 | 00.00% | 持仓不变 |
