| IiShares安硕信托IVV |
| 5.47% | 5.02% | $6,584.1万 | 15.3万股 | $7,235.9万 | 16.2万股 | -9,726股-5.99% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2.93% | 2.68% | $3,531.2万 | 48.8万股 | $3,859.3万 | 51.3万股 | -2.5万股-4.81% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 2.72% | 2.79% | $3,276.9万 | 13.9万股 | $4,022.3万 | 16.5万股 | -2.6万股-15.83% | 减仓 |
| IiShares安硕信托IUSB |
| 2.55% | 2.71% | $3,066.2万 | 70.1万股 | $3,913.7万 | 86.1万股 | -15.9万股-18.51% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.11% | 1.97% | $2,543.1万 | 36.9万股 | $2,842.3万 | 39.2万股 | -2.3万股-5.88% | 减仓 |
| IiShares安硕·COREIJH |
| 1.79% | 1.55% | $2,153.5万 | 8.6万股 | $2,239.6万 | 8.6万股 | +323股+0.38% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.78% | 1.6% | $2,148.1万 | 82.0万股 | $2,313.2万 | 85.2万股 | -3.2万股-3.77% | 减仓 |
| I景顺QQQ信托VOO |
| 1.75% | 1.22% | $2,108.9万 | 5.9万股 | $1,763.8万 | 4.8万股 | +1.1万股+23.27% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.71% | 1.51% | $2,064.8万 | 91.7万股 | $2,181.9万 | 93.6万股 | -1.9万股-2.05% | 减仓 |
 微软MSFT |
| 1.33% | 1.41% | $1,604.6万 | 5.1万股 | $2,040.2万 | 6.0万股 | -9,091股-15.17% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.33% | 1.59% | $1,600.7万 | 3.7万股 | $2,293.3万 | 5.2万股 | -1.4万股-27.62% | 减仓 |
| IiShares安硕信托SHV |
| 1.26% | 2.64% | $1,512.5万 | 13.7万股 | $3,812.4万 | 34.5万股 | -20.8万股-60.33% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.25% | 1.3% | $1,509.6万 | 11.4万股 | $1,876.3万 | 13.9万股 | -2.5万股-17.98% | 减仓 |
| IiShares安硕·COREIJR |
| 1.21% | 1.04% | $1,454.4万 | 15.3万股 | $1,498.4万 | 15.0万股 | +3,073股+2.04% | 加仓 |
 苹果AAPL |
| 1.16% | 1.54% | $1,393.9万 | 8.1万股 | $2,214.3万 | 11.4万股 | -3.3万股-28.68% | 减仓 |
 联合健康UNH |
| 1.06% | 0.86% | $1,273.5万 | 2.5万股 | $1,241.8万 | 2.6万股 | -577股-2.23% | 减仓 |
| WWisdomTree信托DLN |
| 1.05% | 1.1% | $1,259.4万 | 20.5万股 | $1,585.6万 | 24.9万股 | -4.4万股-17.84% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.03% | 0.9% | $1,237.9万 | 7.0万股 | $1,291.8万 | 6.9万股 | +733股+1.06% | 加仓 |
| IiShares安硕信托IVW |
| 1% | 0.74% | $1,206.1万 | 17.6万股 | $1,065.6万 | 15.1万股 | +2.5万股+16.22% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.91% | 0.7% | $1,102.0万 | 15.8万股 | $1,014.1万 | 13.9万股 | +2.0万股+14.06% | 加仓 |
| IiShares安硕信托EFV |
| 0.89% | 0.52% | $1,074.9万 | 22.0万股 | $747.5万 | 15.3万股 | +6.7万股+43.84% | 加仓 |
 礼来LLY |
| 0.84% | 0.75% | $1,016.4万 | 1.9万股 | $1,083.0万 | 2.3万股 | -4,170股-18.06% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.84% | 0.71% | $1,012.2万 | 9.8万股 | $1,027.6万 | 9.7万股 | +1,093股+1.13% | 加仓 |
| V先锋领航指数基金VOO |
| 0.84% | 0.7% | $1,006.6万 | 2.6万股 | $1,003.8万 | 2.5万股 | +984股+4.01% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.83% | 0.78% | $995.6万 | 13.2万股 | $1,122.6万 | 14.9万股 | -1.6万股-10.84% | 减仓 |
 iShares安硕·MBSACGL |
| 0.8% | 0.96% | $969.3万 | 10.9万股 | $1,386.4万 | 14.9万股 | -3.9万股-26.57% | 减仓 |
 万事达MA |
| 0.8% | 0.7% | $968.4万 | 2.4万股 | $1,006.0万 | 2.6万股 | -1,118股-4.37% | 减仓 |
 埃森哲ACN |
| 0.8% | 0.76% | $966.7万 | 3.1万股 | $1,091.1万 | 3.5万股 | -3,881股-10.98% | 减仓 |
 亚马逊AMZN |
| 0.8% | 1% | $965.6万 | 7.6万股 | $1,438.8万 | 11.0万股 | -3.4万股-31.18% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.79% | 0.76% | $954.8万 | 6.2万股 | $1,096.6万 | 6.8万股 | -6,302股-9.26% | 减仓 |
| IiShares安硕信托ICSH |
| 0.79% | — | $949.5万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
 宣伟SHW |
| 0.76% | 0.68% | $916.6万 | 3.6万股 | $975.1万 | 3.7万股 | -784股-2.13% | 减仓 |
 LOWES COS COMLOW |
| 0.75% | 0.71% | $909.1万 | 4.4万股 | $1,019.0万 | 4.5万股 | -1,410股-3.12% | 减仓 |
 艾伯维ABBV |
| 0.75% | 0.61% | $907.8万 | 6.1万股 | $875.8万 | 6.5万股 | -4,107股-6.32% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.73% | 0.78% | $878.4万 | 9.6万股 | $1,131.4万 | 12.3万股 | -2.8万股-22.36% | 减仓 |
 财捷INTU |
| 0.68% | 0.52% | $822.3万 | 1.6万股 | $756.9万 | 1.7万股 | -425股-2.57% | 减仓 |
 ZOETIS CL AZTS |
| 0.68% | 0.58% | $821.6万 | 4.7万股 | $842.1万 | 4.9万股 | -1,674股-3.42% | 减仓 |
| IiShares安硕信托IWD |
| 0.67% | 0.59% | $807.5万 | 5.3万股 | $848.6万 | 5.4万股 | -915股-1.70% | 减仓 |
| IiShares安硕信托EFG |
| 0.65% | 0.79% | $788.5万 | 9.1万股 | $1,138.7万 | 11.9万股 | -2.8万股-23.45% | 减仓 |
 ADPADP |
| 0.65% | 0.5% | $787.6万 | 3.3万股 | $728.1万 | 3.3万股 | -374股-1.14% | 减仓 |
 德州仪器TXN |
| 0.63% | 0.6% | $764.2万 | 4.8万股 | $869.2万 | 4.8万股 | -228股-0.47% | 减仓 |
 英伟达NVDA |
| 0.63% | 0.57% | $761.9万 | 1.8万股 | $816.7万 | 1.9万股 | -1,791股-9.28% | 减仓 |
 CARRIER GLOBALCARR |
| 0.63% | 0.49% | $757.7万 | 13.7万股 | $712.8万 | 14.3万股 | -5,596股-3.92% | 减仓 |
 标普全球SPGI |
| 0.63% | 0.6% | $753.0万 | 2.1万股 | $866.8万 | 2.2万股 | -1,015股-4.69% | 减仓 |
| V先锋领航指数基金VUG |
| 0.62% | 0.57% | $750.5万 | 2.8万股 | $826.1万 | 2.9万股 | -1,634股-5.60% | 减仓 |
 D R HORTONDHI |
| 0.62% | 0.64% | $747.4万 | 7.0万股 | $927.3万 | 7.6万股 | -6,652股-8.73% | 减仓 |
 派克汉尼汾PH |
| 0.62% | 0.53% | $744.4万 | 1.9万股 | $762.8万 | 2.0万股 | -447股-2.29% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.6% | 0.53% | $719.9万 | 22.6万股 | $764.3万 | 4.7万股 | +18.0万股+384.45% | 加仓 |
| V先锋领航指数基金VTV |
| 0.58% | 0.96% | $699.9万 | 5.1万股 | $1,379.5万 | 9.7万股 | -4.6万股-47.73% | 减仓 |
 Roper科技ROP |
| 0.57% | 0.48% | $685.7万 | 1.4万股 | $694.0万 | 1.4万股 | -274股-1.90% | 减仓 |
