| SSPDR道富系列信托SPYG |
| 7.36% | 6.44% | $1,367.5万 | 11.5万股 | $1,103.6万 | 11.3万股 | +2,209股+1.96% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 5.91% | 5.64% | $1,098.1万 | 29.8万股 | $966.2万 | 28.4万股 | +1.4万股+4.80% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.15% | 2.84% | $584.5万 | 13.2万股 | $487.1万 | 12.5万股 | +6,407股+5.11% | 加仓 |
| IiShares安硕信托IDEV |
| 3.14% | 3.35% | $584.3万 | 6.6万股 | $573.9万 | 6.9万股 | -3,019股-4.40% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.72% | 2.58% | $505.8万 | 10.0万股 | $441.3万 | 9.7万股 | +3,703股+3.83% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.53% | 2.31% | $470.9万 | 2.2万股 | $395.3万 | 2.1万股 | +1,535股+7.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.49% | 2.08% | $463.4万 | 6,206股 | $355.5万 | 5,466股 | +740股+13.54% | 加仓 |
| I景顺QQQ信托VOO |
| 2.23% | — | $413.5万 | 5,615股 | $0 | 0股 | +5,615股 | 新买入 |
| V先锋领航全球基金VIS |
| 2.17% | 2.11% | $402.3万 | 1.1万股 | $361.1万 | 1.2万股 | -402股-3.48% | 减仓 |
| V先锋领航全球基金VDE |
| 2.13% | 2.77% | $396.6万 | 2.6万股 | $474.5万 | 2.7万股 | -1,005股-3.66% | 减仓 |
| V先锋领航·HEALTHVHT |
| 2.07% | 2.12% | $385.3万 | 1.3万股 | $362.4万 | 1.3万股 | -424股-3.19% | 减仓 |
| V先锋领航全球基金VPU |
| 2.01% | 2.29% | $373.4万 | 1.9万股 | $391.5万 | 2.0万股 | -679股-3.44% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.99% | 1.56% | $370.5万 | 14.0万股 | $266.5万 | 10.2万股 | +3.8万股+37.31% | 加仓 |
| V先锋领航全球基金VAW |
| 1.96% | 2.17% | $364.6万 | 1.6万股 | $371.8万 | 1.6万股 | -564股-3.42% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.94% | 2.09% | $360.3万 | 7.0万股 | $358.6万 | 7.6万股 | -6,848股-8.96% | 减仓 |
| IiShares安硕信托IEI |
| 1.92% | 1.79% | $357.1万 | 3.0万股 | $306.8万 | 2.6万股 | +4,536股+17.53% | 加仓 |
| V先锋领航全球基金VDC |
| 1.92% | 2.15% | $356.8万 | 1.6万股 | $368.6万 | 1.6万股 | -587股-3.58% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.91% | 2% | $354.3万 | 3.7万股 | $341.8万 | 3.9万股 | -1,792股-4.65% | 减仓 |
| V先锋领航全球基金VGT |
| 1.87% | 0.68% | $347.3万 | 2.9万股 | $116.6万 | 1,671股 | +2.7万股+1,639.14% | 加仓 |
| V先锋领航全球基金VOX |
| 1.76% | 0.66% | $328.0万 | 1.8万股 | $113.5万 | 6,312股 | +1.2万股+182.48% | 加仓 |
| IiShares安硕信托IGIB |
| 1.51% | 1.48% | $279.9万 | 5.3万股 | $253.7万 | 4.8万股 | +4,978股+10.44% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.35% | 3.1% | $250.5万 | 2.7万股 | $531.2万 | 5.8万股 | -3.1万股-52.84% | 减仓 |
| S道富SPYV |
| 1.12% | 1.7% | $207.3万 | 3.4万股 | $291.7万 | 5.2万股 | -1.7万股-33.87% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.06% | 1.77% | $196.4万 | 3.9万股 | $303.7万 | 6.1万股 | -2.2万股-35.70% | 减仓 |
 亚马逊AMZN |
| 1.05% | 0.78% | $195.7万 | 8,210股 | $133.6万 | 6,417股 | +1,793股+27.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.05% | 1.09% | $195.6万 | 3,908股 | $186.5万 | 3,892股 | +16股+0.41% | 加仓 |
 微软MSFT |
| 1.02% | 0.95% | $188.6万 | 5,057股 | $162.7万 | 4,396股 | +661股+15.04% | 加仓 |
 BOOKING COMBKNG |
| 1% | 0.97% | $186.2万 | 1.0万股 | $166.3万 | 395股 | +1.0万股+2,544.81% | 加仓 |
| IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB |
| 0.97% | 0.94% | $179.5万 | 3.6万股 | $160.9万 | 3.2万股 | +3,450股+10.64% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.91% | — | $168.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 摩根大通JPM |
| 0.91% | 0.57% | $168.6万 | 5,150股 | $96.9万 | 3,295股 | +1,855股+56.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.93% | $166.1万 | 4,701股 | $159.3万 | 5,552股 | -851股-15.33% | 减仓 |
 应用材料AMAT |
| 0.88% | 0.56% | $163.8万 | 2,265股 | $95.6万 | 2,797股 | -532股-19.02% | 减仓 |
| IiShares安硕信托USMV |
| 0.88% | 1.15% | $163.6万 | 1.7万股 | $197.2万 | 2.1万股 | -4,306股-20.25% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.87% | 0.85% | $162.6万 | 3.4万股 | $146.2万 | 3.0万股 | +3,142股+10.33% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.81% | 0.75% | $151.1万 | 6,887股 | $127.8万 | 6,662股 | +225股+3.38% | 加仓 |
 Meta平台META |
| 0.8% | 0.86% | $147.9万 | 2,625股 | $147.7万 | 2,581股 | +44股+1.70% | 加仓 |
 嘉信理财SCHW |
| 0.76% | 0.84% | $141.4万 | 1.5万股 | $144.2万 | 1.5万股 | -12股-0.08% | 减仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.76% | — | $140.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.73% | 1.37% | $134.8万 | 1.7万股 | $234.4万 | 3.0万股 | -1.3万股-42.30% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.72% | 1.37% | $134.1万 | 4.3万股 | $234.9万 | 7.6万股 | -3.3万股-43.05% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.71% | 1.37% | $132.4万 | 2.3万股 | $234.3万 | 4.0万股 | -1.7万股-43.15% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.71% | 0.7% | $132.1万 | 3.3万股 | $119.7万 | 3.0万股 | +3,348股+11.11% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.69% | 0.74% | $129.1万 | 7,137股 | $127.4万 | 7,703股 | -566股-7.35% | 减仓 |
| IiShares安硕IEMG |
| 0.67% | 0.53% | $125.1万 | 1.5万股 | $90.7万 | 1.3万股 | +2,091股+16.07% | 加仓 |
| V先锋领航全球基金VFH |
| 0.61% | 0.62% | $114.2万 | 8,678股 | $105.5万 | 8,730股 | -52股-0.60% | 减仓 |
| V先锋领航全球基金VCR |
| 0.61% | 0.6% | $113.4万 | 2,860股 | $102.8万 | 2,864股 | -4股-0.14% | 减仓 |
 台积电TSM |
| 0.61% | 0.51% | $112.7万 | 2,359股 | $87.7万 | 2,594股 | -235股-9.06% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.58% | 0.49% | $108.6万 | 7,177股 | $84.5万 | 5,377股 | +1,800股+33.48% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.58% | 0.62% | $108.5万 | 1.3万股 | $106.6万 | 1.3万股 | -249股-1.86% | 减仓 |
