| V先锋领航指数基金VUG |
| 12.34% | 11.6% | $3,916.1万 | 45.5万股 | $3,293.0万 | 7.5万股 | +37.9万股+503.02% | 加仓 |
| V先锋领航指数基金VTV |
| 9.28% | 9.2% | $2,943.3万 | 13.5万股 | $2,611.9万 | 13.3万股 | +1,933股+1.45% | 加仓 |
 迪尔DE |
| 5.68% | 5.64% | $1,803.6万 | 2.8万股 | $1,602.0万 | 2.8万股 | -6股-0.02% | 减仓 |
| IiShares黄金信托IAU |
| 2.81% | 3.68% | $892.6万 | 11.8万股 | $1,043.7万 | 11.8万股 | -184股-0.16% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.78% | 1.61% | $881.6万 | 17.7万股 | $458.1万 | 9.2万股 | +8.5万股+92.45% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.78% | 3.22% | $881.2万 | 11.2万股 | $913.8万 | 11.5万股 | -3,772股-3.27% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 2.74% | 2.84% | $870.6万 | 17.1万股 | $807.2万 | 15.9万股 | +1.2万股+7.70% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.57% | 2.74% | $816.3万 | 3.4万股 | $777.4万 | 3.6万股 | -1,650股-4.56% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.43% | 2.48% | $770.7万 | 4.9万股 | $704.1万 | 4.8万股 | +1,226股+2.58% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.29% | 2.45% | $725.9万 | 16.0万股 | $696.1万 | 15.3万股 | +6,982股+4.58% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.28% | 2.43% | $725.0万 | 17.6万股 | $690.0万 | 17.7万股 | -1,343股-0.76% | 减仓 |
| MMORGAN STANLEY ETF TRUSTEVSD |
| 2.1% | 2.32% | $664.9万 | 13.1万股 | $659.3万 | 12.9万股 | +1,318股+1.02% | 加仓 |
| S嘉信策略信托SCHD |
| 2.02% | 2.14% | $639.8万 | 20.2万股 | $606.0万 | 19.8万股 | +4,221股+2.14% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.92% | 2.65% | $608.4万 | 14.4万股 | $752.2万 | 17.8万股 | -3.4万股-19.10% | 减仓 |
| V先锋领航·MIDVO |
| 1.88% | 1.76% | $597.5万 | 7.4万股 | $498.5万 | 1.7万股 | +5.7万股+327.21% | 加仓 |
| IiShares安硕信托IVW |
| 1.88% | 1.75% | $596.2万 | 4.3万股 | $497.9万 | 4.4万股 | -666股-1.51% | 减仓 |
| S嘉信策略信托SCHC |
| 1.81% | 1.66% | $574.2万 | 10.9万股 | $471.0万 | 9.6万股 | +1.3万股+13.06% | 加仓 |
 苹果AAPL |
| 1.76% | 1.74% | $558.8万 | 1.9万股 | $492.5万 | 1.9万股 | -95股-0.49% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.73% | 1.59% | $550.4万 | 1.8万股 | $450.5万 | 1.8万股 | +152股+0.84% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.7% | 1.51% | $539.0万 | 6.5万股 | $429.4万 | 6.0万股 | +5,087股+8.43% | 加仓 |
| IiShares安硕信托STIP |
| 1.59% | 1.33% | $505.0万 | 4.9万股 | $378.7万 | 3.7万股 | +1.3万股+35.00% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.52% | 1.61% | $482.8万 | 8.5万股 | $457.1万 | 8.1万股 | +4,827股+5.98% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.43% | 1.4% | $452.1万 | 6.3万股 | $396.6万 | 6.2万股 | +1,565股+2.53% | 加仓 |
 微软MSFT |
| 1.41% | 1.58% | $447.2万 | 1.2万股 | $449.0万 | 1.2万股 | -139股-1.15% | 减仓 |
 卡特彼勒CAT |
| 1.4% | 1.05% | $445.6万 | 4,184股 | $298.0万 | 4,206股 | -22股-0.52% | 减仓 |
| IiShares安硕信托IWD |
| 1.38% | 1.4% | $437.5万 | 1.8万股 | $396.6万 | 1.9万股 | -514股-2.77% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.24% | 1.13% | $393.3万 | 8.9万股 | $321.3万 | 8.3万股 | +5,978股+7.23% | 加仓 |
| V先锋领航指数基金VB |
| 0.91% | 0.87% | $288.6万 | 9,520股 | $246.8万 | 9,422股 | +98股+1.04% | 加仓 |
| MMORGAN STANLEY ETF TRUSTMSOL |
| 0.85% | 1.03% | $269.1万 | 5.3万股 | $293.1万 | 5.8万股 | -4,904股-8.40% | 减仓 |
 礼来LLY |
| 0.8% | 0.68% | $254.3万 | 2,120股 | $194.2万 | 2,111股 | +9股+0.43% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.69% | 0.69% | $218.9万 | 9,007股 | $195.5万 | 8,999股 | +8股+0.09% | 加仓 |
| V先锋领航指数基金VOO |
| 0.67% | 0.6% | $213.8万 | 2,903股 | $169.1万 | 2,929股 | -26股-0.89% | 减仓 |
| IiShares白银信托SLV |
| 0.64% | 0.93% | $202.6万 | 3.8万股 | $263.8万 | 3.9万股 | -824股-2.13% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.77% | $196.5万 | 1.7万股 | $217.4万 | 1.7万股 | -149股-0.85% | 减仓 |
 麦当劳MCD |
| 0.61% | 0.76% | $192.0万 | 7,103股 | $216.1万 | 6,953股 | +150股+2.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.67% | $189.4万 | 3,785股 | $189.3万 | 3,951股 | -166股-4.20% | 减仓 |
 英伟达NVDA |
| 0.58% | 0.6% | $185.1万 | 9,249股 | $169.0万 | 9,693股 | -444股-4.58% | 减仓 |
 CSX铁路CSX |
| 0.55% | 0.53% | $173.0万 | 3.6万股 | $149.4万 | 3.6万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.5% | $162.8万 | 2,180股 | $142.0万 | 2,184股 | -4股-0.18% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.5% | 0.51% | $157.9万 | 4.2万股 | $144.4万 | 4.1万股 | +1,747股+4.30% | 加仓 |
 CENTRAL SECSCET |
| 0.49% | 0.54% | $153.9万 | 3.1万股 | $152.3万 | 3.0万股 | +526股+1.74% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.47% | 0.46% | $150.0万 | 2.8万股 | $131.1万 | 2.8万股 | +183股+0.66% | 加仓 |
| GGlobal X基金MLPX |
| 0.47% | 0.51% | $148.5万 | 2.0万股 | $144.2万 | 1.9万股 | +658股+3.37% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.43% | 0.33% | $138.0万 | 7,196股 | $93.4万 | 5,707股 | +1,489股+26.09% | 加仓 |
| IiShares安硕·COREIJH |
| 0.41% | 0.41% | $131.2万 | 1.7万股 | $116.7万 | 1.7万股 | -273股-1.58% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.4% | 0.35% | $127.6万 | 2.1万股 | $100.4万 | 1.8万股 | +2,675股+14.80% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.4% | 0.42% | $127.3万 | 3.7万股 | $120.2万 | 3.7万股 | +22股+0.06% | 加仓 |
 AMD超威AMD |
| 0.39% | 0.12% | $122.2万 | 2,103股 | $34.1万 | 1,678股 | +425股+25.33% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.38% | 0.36% | $120.9万 | 3.6万股 | $102.3万 | 3.5万股 | +615股+1.75% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.37% | 0.37% | $118.5万 | 1.7万股 | $104.7万 | 1.7万股 | +177股+1.06% | 加仓 |
