| S道富SPYM |
| 6.69% | 8.56% | $6,733.0万 | 76.6万股 | $7,168.8万 | 93.7万股 | -17.0万股-18.20% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 5.61% | 3.49% | $5,642.5万 | 181.4万股 | $2,918.0万 | 104.8万股 | +76.7万股+73.16% | 加仓 |
| V先锋领航指数基金VUG |
| 4.46% | 2.23% | $4,492.3万 | 52.2万股 | $1,870.4万 | 4.3万股 | +47.9万股+1,117.87% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.73% | 1.79% | $3,750.4万 | 52.6万股 | $1,496.9万 | 23.4万股 | +29.3万股+125.33% | 加仓 |
| V先锋领航·MIDVO |
| 3.53% | 1.46% | $3,556.9万 | 44.1万股 | $1,224.9万 | 4.3万股 | +39.9万股+935.08% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.31% | 3.26% | $3,329.4万 | 28.0万股 | $2,730.5万 | 27.9万股 | +925股+0.33% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.16% | 3.08% | $3,182.3万 | 10.5万股 | $2,579.5万 | 10.9万股 | -3,517股-3.24% | 减仓 |
| V先锋领航指数基金VOO |
| 2.84% | 2.47% | $2,861.1万 | 4.2万股 | $2,067.6万 | 3.5万股 | +7,055股+20.39% | 加仓 |
| IiShares安硕信托DGRO |
| 1.63% | 1.84% | $1,640.0万 | 21.6万股 | $1,536.5万 | 21.9万股 | -2,554股-1.17% | 减仓 |
 英伟达NVDA |
| 1.57% | 1.61% | $1,576.4万 | 7.9万股 | $1,350.9万 | 7.7万股 | +1,322股+1.71% | 加仓 |
| IiShares安硕信托IMCG |
| 1.56% | 1.52% | $1,569.3万 | 16.0万股 | $1,270.3万 | 16.1万股 | -1,628股-1.01% | 减仓 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 1.53% | 1.78% | $1,543.6万 | 28.9万股 | $1,489.6万 | 27.5万股 | +1.4万股+5.11% | 加仓 |
| IiShares安硕信托AGG |
| 1.48% | 1.69% | $1,485.4万 | 15.0万股 | $1,416.7万 | 14.3万股 | +7,360股+5.16% | 加仓 |
| GGlobal X基金PAVE |
| 1.4% | 2.39% | $1,412.2万 | 24.0万股 | $1,997.4万 | 39.3万股 | -15.3万股-39.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.4% | 1.42% | $1,410.2万 | 1.9万股 | $1,191.6万 | 1.8万股 | +561股+3.06% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.39% | 1.51% | $1,400.5万 | 5.8万股 | $1,263.7万 | 5.8万股 | -533股-0.92% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.38% | 1.52% | $1,393.6万 | 7.1万股 | $1,268.5万 | 6.9万股 | +1,687股+2.45% | 加仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 1.29% | 3.38% | $1,298.8万 | 24.8万股 | $2,825.8万 | 58.7万股 | -33.9万股-57.75% | 减仓 |
| IiShares安硕信托IVV |
| 1.29% | 1.26% | $1,295.4万 | 1.7万股 | $1,050.8万 | 1.6万股 | +1,212股+7.53% | 加仓 |
| V先锋领航指数基金VOT |
| 1.26% | 1.27% | $1,266.2万 | 4.1万股 | $1,064.0万 | 4.1万股 | -6股-0.01% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.13% | 1.27% | $1,132.2万 | 11.5万股 | $1,062.8万 | 11.3万股 | +2,525股+2.24% | 加仓 |
 苹果AAPL |
| 1.08% | 1.13% | $1,087.0万 | 3.8万股 | $947.6万 | 3.7万股 | +227股+0.61% | 加仓 |
| SSPDR道富系列信托QUS |
| 1.06% | 1.19% | $1,065.8万 | 5.7万股 | $996.2万 | 5.8万股 | -1,004股-1.73% | 减仓 |
| SSPDR黄金信托GLD |
| 1.06% | 1.42% | $1,062.7万 | 2.9万股 | $1,185.3万 | 2.8万股 | +1,301股+4.72% | 加仓 |
| IiShares安硕信托EFG |
| 1.03% | 1.07% | $1,039.3万 | 8.4万股 | $895.5万 | 8.0万股 | +3,126股+3.89% | 加仓 |
| V先锋领航指数基金VTV |
| 0.96% | 0.85% | $968.8万 | 4.4万股 | $710.5万 | 3.6万股 | +8,242股+22.76% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.92% | 1.06% | $923.2万 | 5.8万股 | $887.5万 | 6.0万股 | -1,502股-2.51% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.91% | 1.05% | $920.7万 | 3.1万股 | $880.9万 | 3.6万股 | -4,875股-13.72% | 减仓 |
| I景顺·S&PSPHQ |
| 0.91% | 0.9% | $917.2万 | 10.2万股 | $756.0万 | 10.1万股 | +1,252股+1.25% | 加仓 |
| SSPDR道富指数基金QEFA |
| 0.83% | 1.01% | $840.2万 | 8.8万股 | $844.3万 | 9.1万股 | -3,019股-3.34% | 减仓 |
| IiShares安硕信托IQLT |
| 0.78% | 0.87% | $783.8万 | 15.8万股 | $729.6万 | 15.8万股 | +381股+0.24% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 0.77% | 0.91% | $779.9万 | 18.0万股 | $759.7万 | 18.2万股 | -1,626股-0.89% | 减仓 |
 台积电TSM |
| 0.76% | 0.64% | $769.4万 | 1.6万股 | $538.5万 | 1.6万股 | +176股+1.10% | 加仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 0.73% | — | $735.1万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.71% | 0.77% | $715.3万 | 7.4万股 | $642.8万 | 7.1万股 | +3,055股+4.30% | 加仓 |
 亚马逊AMZN |
| 0.7% | 0.73% | $700.4万 | 2.9万股 | $610.7万 | 2.9万股 | +64股+0.22% | 加仓 |
| S嘉信策略信托SCHD |
| 0.69% | 0.75% | $697.2万 | 22.0万股 | $625.5万 | 20.4万股 | +1.6万股+7.83% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.69% | 0.71% | $689.7万 | 5.6万股 | $592.5万 | 1.4万股 | +4.2万股+299.75% | 加仓 |
| I景顺QQQ信托VOO |
| 0.65% | 0.53% | $656.4万 | 8,914股 | $446.0万 | 7,728股 | +1,186股+15.35% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 0.61% | $649.9万 | 1.8万股 | $509.8万 | 1.8万股 | +457股+2.58% | 加仓 |
| AALPS ETF信托AMLP |
| 0.63% | 0.75% | $635.5万 | 12.3万股 | $630.5万 | 12.0万股 | +2,781股+2.32% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.61% | 0.57% | $613.0万 | 2.4万股 | $475.9万 | 2.6万股 | -1,931股-7.36% | 减仓 |
 微软MSFT |
| 0.58% | 0.64% | $587.6万 | 1.6万股 | $536.5万 | 1.4万股 | +1,259股+8.69% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.56% | 0.56% | $564.6万 | 2.9万股 | $466.5万 | 2.9万股 | +928股+3.25% | 加仓 |
| GGlobal X基金DTCR |
| 0.55% | 0.52% | $556.2万 | 18.3万股 | $433.3万 | 18.1万股 | +2,284股+1.26% | 加仓 |
 礼来LLY |
| 0.51% | 0.45% | $512.3万 | 4,271股 | $380.3万 | 4,134股 | +137股+3.31% | 加仓 |
| IiShares安硕信托IFRA |
| 0.5% | 0.53% | $500.8万 | 7.9万股 | $444.1万 | 7.8万股 | +1,805股+2.33% | 加仓 |
| IiShares安硕信托IYF |
| 0.47% | 0.51% | $475.2万 | 3.7万股 | $423.7万 | 3.6万股 | +1,257股+3.49% | 加仓 |
 CrowdStrikeCRWD |
| 0.46% | 0.28% | $466.3万 | 6,110股 | $236.3万 | 6,053股 | +57股+0.94% | 加仓 |
 美光科技MU |
| 0.44% | 0.21% | $439.0万 | 3,803股 | $174.1万 | 5,154股 | -1,351股-26.21% | 减仓 |
