| IiShares安硕·RUSSELLIWF |
| 6.86% | 6.75% | $1,032.9万 | 8.3万股 | $887.2万 | 2.1万股 | +6.2万股+299.80% | 加仓 |
| A美国世纪ETF信托EFV |
| 5.2% | 5.72% | $783.0万 | 10.1万股 | $751.8万 | 10.0万股 | +677股+0.67% | 加仓 |
| IiShares安硕信托IWD |
| 4% | 4.05% | $601.7万 | 2.5万股 | $532.0万 | 2.5万股 | -79股-0.32% | 减仓 |
| A美国世纪ETF信托AVLV |
| 3.74% | 3.77% | $563.1万 | 6.2万股 | $495.2万 | 6.1万股 | +304股+0.49% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.71% | 4.41% | $558.4万 | 11.0万股 | $579.5万 | 11.5万股 | -4,072股-3.56% | 减仓 |
| IiShares安硕信托IVV |
| 3.54% | 3.58% | $533.3万 | 7,121股 | $470.6万 | 7,204股 | -83股-1.15% | 减仓 |
| I景顺QQQ信托VOO |
| 3.32% | 3.06% | $500.6万 | 6,798股 | $402.8万 | 6,979股 | -181股-2.59% | 减仓 |
 苹果AAPL |
| 3.13% | 3.15% | $471.4万 | 1.6万股 | $414.3万 | 1.6万股 | -33股-0.20% | 减仓 |
| I景顺·S&PIDMO |
| 3.12% | 3.18% | $469.3万 | 7.8万股 | $418.6万 | 7.6万股 | +1,501股+1.97% | 加仓 |
| GGlobal X基金PAVE |
| 2.77% | 2.72% | $417.7万 | 7.1万股 | $357.7万 | 7.0万股 | +494股+0.70% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 2.65% | 2.13% | $399.1万 | 2.5万股 | $280.4万 | 2.5万股 | -301股-1.20% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 2.47% | 2.82% | $371.3万 | 8.1万股 | $370.4万 | 8.0万股 | +229股+0.28% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.37% | 2.6% | $357.3万 | 5.3万股 | $341.7万 | 5.3万股 | -593股-1.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.28% | 2.33% | $344.0万 | 4,606股 | $306.5万 | 4,713股 | -107股-2.27% | 减仓 |
 美光科技MU |
| 2.28% | 0.77% | $343.7万 | 2,978股 | $100.6万 | 2,978股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 2.23% | 2.22% | $336.3万 | 9,089股 | $292.0万 | 9,102股 | -13股-0.14% | 减仓 |
 谷歌AGOOGL |
| 2.22% | 2.05% | $334.1万 | 9,349股 | $270.1万 | 9,392股 | -43股-0.46% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.21% | 2.22% | $332.9万 | 4,733股 | $292.0万 | 4,734股 | -1股-0.02% | 减仓 |
| SSPDR行业精选信托XLRE |
| 1.92% | 2.02% | $288.5万 | 6.6万股 | $265.8万 | 6.5万股 | +422股+0.65% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.65% | 1.88% | $249.1万 | 4.7万股 | $247.8万 | 4.7万股 | -118股-0.25% | 减仓 |
| IiShares安硕信托IEFA |
| 1.63% | 1.76% | $246.1万 | 2.5万股 | $231.5万 | 2.6万股 | -90股-0.35% | 减仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 1.62% | 2.12% | $244.3万 | 6.2万股 | $279.2万 | 6.0万股 | +1,300股+2.15% | 加仓 |
 英伟达NVDA |
| 1.39% | 1.39% | $209.1万 | 1.0万股 | $182.3万 | 1.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.38% | 1.28% | $207.5万 | 5,872股 | $168.4万 | 5,872股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 1.35% | — | $203.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.29% | 1.28% | $194.5万 | 2,832股 | $167.9万 | 2,809股 | +23股+0.82% | 加仓 |
| IiShares安硕信托EFG |
| 1.27% | 1.36% | $191.6万 | 1.5万股 | $178.7万 | 1.6万股 | -645股-4.02% | 减仓 |
 亚马逊AMZN |
| 1.22% | 1.22% | $183.8万 | 7,711股 | $160.6万 | 7,711股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 1.01% | 1.05% | $152.8万 | 3.0万股 | $138.4万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 1% | 0.96% | $150.7万 | 1.0万股 | $126.3万 | 1.0万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.95% | 0.89% | $143.5万 | 3,799股 | $117.6万 | 3,799股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.92% | 1.05% | $138.7万 | 3,719股 | $137.7万 | 3,719股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMST |
| 0.88% | 1.03% | $132.4万 | 2.6万股 | $135.2万 | 2.7万股 | -558股-2.10% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.86% | 0.92% | $129.9万 | 1.3万股 | $121.5万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.79% | 0.84% | $119.7万 | 1.6万股 | $110.8万 | 1.6万股 | +2股+0.01% | 加仓 |
 摩根大通JPM |
| 0.63% | 0.64% | $94.2万 | 2,877股 | $84.6万 | 2,877股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.58% | 0.63% | $87.5万 | 1.6万股 | $83.0万 | 7,834股 | +7,740股+98.80% | 加仓 |
 万事达MA |
| 0.56% | 0.62% | $84.2万 | 1,640股 | $81.9万 | 1,640股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.56% | 0.45% | $84.1万 | 1,760股 | $59.5万 | 1,760股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.54% | 0.44% | $81.3万 | 4,268股 | $57.5万 | 4,330股 | -62股-1.43% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.5% | 0.49% | $74.8万 | 5,854股 | $64.6万 | 5,891股 | -37股-0.63% | 减仓 |
| S嘉信策略信托SCHD |
| 0.48% | 0.53% | $72.0万 | 2.3万股 | $70.3万 | 2.3万股 | -198股-0.86% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.46% | 0.48% | $69.9万 | 8,176股 | $63.0万 | 8,176股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.45% | 0.51% | $68.1万 | 1.3万股 | $66.9万 | 1.3万股 | +50股+0.37% | 加仓 |
| IiShares安硕·COREIJH |
| 0.44% | 0.45% | $66.2万 | 8,583股 | $59.8万 | 8,856股 | -273股-3.08% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.41% | 0.44% | $62.2万 | 3,938股 | $58.3万 | 3,938股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.41% | 0.31% | $61.7万 | 1,484股 | $40.2万 | 1,484股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.4% | 0.33% | $60.4万 | 3,424股 | $43.3万 | 3,424股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.39% | 0.39% | $58.2万 | 6,618股 | $51.5万 | 6,722股 | -104股-1.55% | 减仓 |
| SSPDR黄金信托GLD |
| 0.38% | 0.51% | $57.7万 | 1,565股 | $67.3万 | 1,565股 | 00.00% | 持仓不变 |
