| S嘉信策略信托SCHF |
| 19.85% | 9.64% | $1,362.9万 | 56.7万股 | $2,193.5万 | 94.2万股 | -37.5万股-39.83% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 11.62% | 8.77% | $798.2万 | 6.6万股 | $1,997.2万 | 16.6万股 | -10.0万股-60.44% | 减仓 |
| S嘉信策略信托SCHD |
| 11.52% | 6.41% | $790.9万 | 28.8万股 | $1,459.7万 | 53.5万股 | -24.6万股-46.08% | 减仓 |
| IiShares安硕信托AGG |
| 8.89% | 5.32% | $610.2万 | 6.1万股 | $1,211.1万 | 12.1万股 | -6.0万股-49.43% | 减仓 |
| V先锋领航·TOTALBNDX |
| 5.18% | 6.24% | $355.9万 | 7.4万股 | $1,419.3万 | 28.7万股 | -21.3万股-74.33% | 减仓 |
| SSPDR道富指数基金SPEM |
| 3.93% | 2.18% | $269.8万 | 5.8万股 | $497.0万 | 10.6万股 | -4.9万股-45.71% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 3.33% | 2.09% | $228.6万 | 2.5万股 | $476.0万 | 5.4万股 | -2.9万股-53.21% | 减仓 |
| S道富SLYG |
| 3.18% | 2.74% | $218.3万 | 2.3万股 | $622.9万 | 6.6万股 | -4.3万股-64.91% | 减仓 |
| IiShares安硕信托SHYG |
| 3.14% | 3.51% | $215.3万 | 5.0万股 | $798.7万 | 18.4万股 | -13.4万股-72.78% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 3.13% | 1.87% | $214.9万 | 1.5万股 | $426.6万 | 3.0万股 | -1.5万股-49.91% | 减仓 |
| S嘉信策略信托SCHM |
| 3.09% | 2.28% | $211.8万 | 7.0万股 | $519.7万 | 17.5万股 | -10.5万股-59.82% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 2.4% | 1.59% | $165.0万 | 6.1万股 | $362.4万 | 13.0万股 | -6.9万股-52.91% | 减仓 |
 英伟达NVDA |
| 2.07% | 1.3% | $142.3万 | 7,629股 | $295.0万 | 1.6万股 | -8,182股-51.75% | 减仓 |
 苹果AAPL |
| 1.48% | 0.53% | $101.5万 | 3,733股 | $121.1万 | 4,755股 | -1,022股-21.49% | 减仓 |
 微软MSFT |
| 1.45% | 1.25% | $99.3万 | 2,053股 | $285.6万 | 5,515股 | -3,462股-62.77% | 减仓 |
 亚马逊AMZN |
| 1.29% | 0.79% | $88.9万 | 3,851股 | $179.7万 | 8,182股 | -4,331股-52.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.07% | 0.55% | $73.3万 | 2,335股 | $125.6万 | 5,156股 | -2,821股-54.71% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.03% | 1.4% | $71.0万 | 1.6万股 | $319.1万 | 7.5万股 | -5.9万股-78.56% | 减仓 |
 Meta平台META |
| 0.93% | 0.54% | $63.8万 | 967股 | $123.6万 | 1,683股 | -716股-42.54% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.89% | 1.88% | $61.2万 | 1.9万股 | $428.5万 | 13.4万股 | -11.6万股-86.02% | 减仓 |
 博通AVGO |
| 0.67% | 0.46% | $45.8万 | 1,324股 | $104.8万 | 3,176股 | -1,852股-58.31% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.6% | 0.26% | $41.5万 | 4,451股 | $59.2万 | 7,065股 | -2,614股-37.00% | 减仓 |
 谷歌AGOOGL |
| 0.55% | 0.32% | $37.7万 | 1,205股 | $73.4万 | 3,018股 | -1,813股-60.07% | 减仓 |
| V先锋领航·TOTALBND |
| 0.53% | 0.29% | $36.5万 | 4,928股 | $65.4万 | 8,792股 | -3,864股-43.95% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.53% | 1.2% | $36.4万 | 7,277股 | $273.2万 | 5.3万股 | -4.6万股-86.35% | 减仓 |
 特斯拉TSLA |
| 0.53% | 0.45% | $36.2万 | 805股 | $101.7万 | 2,286股 | -1,481股-64.79% | 减仓 |
 美光科技MU |
| 0.48% | 0.1% | $32.7万 | 1,144股 | $22.6万 | 1,353股 | -209股-15.45% | 减仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.19% | $31.9万 | 5,802股 | $43.4万 | 8,419股 | -2,617股-31.08% | 减仓 |
 应用材料AMAT |
| 0.45% | 0.19% | $31.2万 | 1,212股 | $43.6万 | 2,129股 | -917股-43.07% | 减仓 |
 VisaV |
| 0.42% | 0.42% | $29.0万 | 826股 | $95.5万 | 2,798股 | -1,972股-70.48% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.15% | $28.9万 | 574股 | $34.7万 | 691股 | -117股-16.93% | 减仓 |
 福特F |
| 0.39% | 0.11% | $26.7万 | 2.0万股 | $24.6万 | 2.1万股 | -279股-1.35% | 减仓 |
| V先锋领航指数基金VOO |
| 0.38% | 0.18% | $26.1万 | 416股 | $41.3万 | 675股 | -259股-38.37% | 减仓 |
 礼来LLY |
| 0.38% | 0.2% | $25.9万 | 241股 | $45.7万 | 599股 | -358股-59.77% | 减仓 |
| Q高通QCOM |
| 0.37% | 0.3% | $25.7万 | 1,501股 | $68.9万 | 4,143股 | -2,642股-63.77% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.36% | 0.11% | $24.9万 | 5,570股 | $24.9万 | 2,785股 | +2,785股+100.00% | 加仓 |
| C花旗集团C |
| 0.36% | 0.16% | $24.8万 | 2,126股 | $37.5万 | 3,691股 | -1,565股-42.40% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.36% | 1.38% | $24.6万 | 1.3万股 | $313.6万 | 16.0万股 | -14.8万股-92.15% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.17% | $23.8万 | 738股 | $38.2万 | 1,212股 | -474股-39.11% | 减仓 |
 家得宝HD |
| 0.34% | 0.2% | $23.3万 | 678股 | $46.5万 | 1,147股 | -469股-40.89% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.34% | 0.26% | $23.3万 | 342股 | $58.5万 | 878股 | -536股-61.05% | 减仓 |
 万事达MA |
| 0.33% | 0.26% | $22.7万 | 397股 | $59.0万 | 1,037股 | -640股-61.72% | 减仓 |
 甲骨文ORCL |
| 0.32% | 0.61% | $22.0万 | 1,126股 | $137.8万 | 4,898股 | -3,772股-77.01% | 减仓 |
 第一资本COF |
| 0.3% | 0.17% | $20.4万 | 843股 | $38.4万 | 1,808股 | -965股-53.37% | 减仓 |
 GABELLI EQUITY TRGAB |
| 0.22% | — | $15.0万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 WESTERN ASSET HIGH INCOME OPHIO |
| 0.09% | — | $6.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
