| IiShares安硕·RUSSELLIWF |
| 10.72% | 9.35% | $1,909.0万 | 15.4万股 | $1,533.6万 | 3.6万股 | +11.8万股+327.64% | 加仓 |
| IiShares安硕信托IWD |
| 10.14% | 9.25% | $1,806.2万 | 7.5万股 | $1,518.5万 | 7.1万股 | +3,433股+4.83% | 加仓 |
| V先锋领航·TOTALBND |
| 8.42% | 8.03% | $1,500.6万 | 20.4万股 | $1,318.1万 | 17.9万股 | +2.5万股+14.20% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 8.11% | 7.88% | $1,444.6万 | 24.5万股 | $1,293.5万 | 21.7万股 | +2.8万股+12.76% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.88% | 6.95% | $1,403.7万 | 19.7万股 | $1,140.5万 | 17.8万股 | +1.9万股+10.69% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 6.61% | 6.77% | $1,176.8万 | 5.1万股 | $1,111.2万 | 5.1万股 | -45股-0.09% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 5.63% | 5.05% | $1,002.5万 | 3.3万股 | $828.9万 | 3.3万股 | -55股-0.16% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 4.76% | 3.97% | $848.6万 | 1.2万股 | $651.7万 | 1.1万股 | +1,499股+14.20% | 加仓 |
| IiShares安硕信托AGG |
| 3.02% | 3.05% | $537.4万 | 5.4万股 | $499.9万 | 5.0万股 | +3,934股+7.81% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.97% | 2.89% | $529.9万 | 10.5万股 | $474.6万 | 9.4万股 | +1.1万股+11.73% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.86% | 2.48% | $509.1万 | 8.5万股 | $407.6万 | 7.5万股 | +9,887股+13.11% | 加仓 |
| IiShares安硕信托IEI |
| 2.45% | 2.35% | $436.9万 | 3.7万股 | $385.2万 | 3.2万股 | +4,719股+14.53% | 加仓 |
| IiShares安硕信托IVV |
| 2.36% | 2.13% | $420.4万 | 5,613股 | $349.2万 | 5,346股 | +267股+4.99% | 加仓 |
| V先锋领航全球基金VDE |
| 1.99% | 2.25% | $354.0万 | 2.4万股 | $369.8万 | 2.1万股 | +2,208股+10.33% | 加仓 |
| SSPDR道富指数基金GII |
| 1.75% | 1.68% | $312.6万 | 4.1万股 | $275.1万 | 3.6万股 | +5,095股+14.08% | 加仓 |
| IiShares安硕·COREIJH |
| 1.27% | 1.18% | $225.7万 | 2.9万股 | $193.0万 | 2.9万股 | +692股+2.42% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.17% | 1.28% | $209.2万 | 3.7万股 | $210.8万 | 3.7万股 | -155股-0.42% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.14% | 1.25% | $203.5万 | 2.0万股 | $205.6万 | 2.1万股 | -1,572股-7.43% | 减仓 |
 苹果AAPL |
| 1.1% | 1.77% | $195.5万 | 6,756股 | $289.7万 | 1.1万股 | -4,658股-40.81% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.09% | 1.05% | $193.8万 | 1.8万股 | $172.1万 | 1.8万股 | -133股-0.75% | 减仓 |
 谷歌AGOOGL |
| 1.02% | 1.09% | $182.1万 | 5,097股 | $178.5万 | 6,206股 | -1,109股-17.87% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.91% | 0.78% | $162.0万 | 1.7万股 | $128.2万 | 1.4万股 | +2,338股+16.17% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.91% | 0.99% | $161.6万 | 8.2万股 | $161.7万 | 8.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.78% | 0.79% | $139.8万 | 2.0万股 | $129.5万 | 2.3万股 | -2,372股-10.40% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.77% | 0.74% | $137.2万 | 6,042股 | $121.0万 | 5,728股 | +314股+5.48% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.7% | 0.76% | $124.1万 | 2.0万股 | $124.9万 | 2.3万股 | -2,304股-10.24% | 减仓 |
| V先锋领航指数基金VB |
| 0.7% | 0.32% | $124.0万 | 4,090股 | $53.2万 | 2,030股 | +2,060股+101.48% | 加仓 |
 微软MSFT |
| 0.68% | 1.3% | $121.0万 | 3,243股 | $212.9万 | 5,752股 | -2,509股-43.62% | 减仓 |
| GGlobal X基金XYLD |
| 0.63% | 0.66% | $112.2万 | 2.8万股 | $107.6万 | 2.8万股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.46% | 0.56% | $82.4万 | 1.6万股 | $92.5万 | 2.0万股 | -3,897股-19.24% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.44% | 0.48% | $77.6万 | 4.2万股 | $78.0万 | 4.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.41% | 0.54% | $73.3万 | 1,428股 | $89.1万 | 1,784股 | -356股-19.96% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.38% | $71.0万 | 2,011股 | $62.3万 | 2,172股 | -161股-7.41% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.4% | 0.43% | $71.0万 | 3.5万股 | $71.2万 | 3.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.38% | 0.56% | $68.6万 | 2,701股 | $91.7万 | 3,750股 | -1,049股-27.97% | 减仓 |
| I景顺自营指数基金BSCU |
| 0.37% | 0.41% | $65.8万 | 4.0万股 | $66.9万 | 4.0万股 | -481股-1.20% | 减仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.31% | $57.8万 | 838股 | $51.5万 | 859股 | -21股-2.44% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.31% | 0.33% | $55.4万 | 8,315股 | $54.0万 | 8,060股 | +255股+3.16% | 加仓 |
| S道富SPYM |
| 0.29% | — | $51.8万 | 5,890股 | $0 | 0股 | +5,890股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.29% | 0.31% | $51.0万 | 531股 | $51.0万 | 531股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.27% | 0.27% | $48.3万 | 3,059股 | $43.5万 | 2,937股 | +122股+4.15% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.26% | 0.28% | $47.2万 | 4,807股 | $45.3万 | 4,807股 | 00.00% | 持仓不变 |
 VisaV |
| 0.26% | 0.39% | $46.5万 | 1,354股 | $63.7万 | 2,107股 | -753股-35.74% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.2% | $44.1万 | 589股 | $32.4万 | 497股 | +92股+18.51% | 加仓 |
| IiShares安硕·COREIJR |
| 0.24% | 0.21% | $43.4万 | 2,924股 | $34.5万 | 2,778股 | +146股+5.26% | 加仓 |
 亚马逊AMZN |
| 0.23% | 0.38% | $41.0万 | 1,721股 | $61.5万 | 2,955股 | -1,234股-41.76% | 减仓 |
 PROVIDENT FINL SVCSPFS |
| 0.19% | 0.19% | $34.3万 | 1.4万股 | $30.5万 | 1.4万股 | +60股+0.42% | 加仓 |
| I景顺QQQ信托VOO |
| 0.19% | 0.19% | $33.4万 | 454股 | $32.0万 | 554股 | -100股-18.05% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.18% | 0.37% | $32.8万 | 1.7万股 | $60.9万 | 3.1万股 | -1.4万股-46.19% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.18% | 0.17% | $32.7万 | 3,958股 | $28.5万 | 3,446股 | +512股+14.86% | 加仓 |
