| IiShares安硕信托IVV |
| 27.99% | 31.28% | $1.01亿 | 13.4万股 | $8,500.5万 | 13.0万股 | +4,261股+3.27% | 加仓 |
| IiShares安硕·COREIJH |
| 8.79% | 9.87% | $3,160.1万 | 41.0万股 | $2,683.8万 | 39.7万股 | +1.2万股+3.12% | 加仓 |
| V先锋领航指数基金VOO |
| 8.42% | 9.77% | $3,029.1万 | 4.4万股 | $2,656.5万 | 4.4万股 | -355股-0.80% | 减仓 |
 苹果AAPL |
| 5.32% | 6.15% | $1,913.6万 | 6.6万股 | $1,671.7万 | 6.6万股 | +263股+0.40% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 4.05% | 4.58% | $1,454.6万 | 17.6万股 | $1,245.7万 | 16.9万股 | +6,872股+4.07% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 3.77% | 4.2% | $1,353.9万 | 16.4万股 | $1,142.3万 | 15.1万股 | +1.3万股+8.82% | 加仓 |
| IiShares安硕·COREIJR |
| 3.68% | 4.04% | $1,324.1万 | 8.9万股 | $1,097.7万 | 8.8万股 | +972股+1.10% | 加仓 |
| F富达Covington信托FENI |
| 3.63% | 4.04% | $1,304.4万 | 32.5万股 | $1,097.7万 | 29.5万股 | +3.0万股+10.15% | 加仓 |
| IiShares安硕IEMG |
| 3.26% | 2.76% | $1,172.1万 | 14.1万股 | $751.1万 | 10.8万股 | +3.4万股+31.39% | 加仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 3.09% | 3.59% | $1,111.8万 | 8.5万股 | $975.1万 | 8.5万股 | -28股-0.03% | 减仓 |
| IiShares安硕信托IEFA |
| 2.32% | 1.07% | $833.6万 | 8.6万股 | $290.7万 | 3.2万股 | +5.4万股+168.82% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 2.19% | 2.23% | $786.6万 | 16.5万股 | $607.2万 | 14.8万股 | +1.7万股+11.47% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.69% | 1.89% | $606.5万 | 4.4万股 | $513.0万 | 4.5万股 | -579股-1.30% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.23% | 1.4% | $443.2万 | 10.6万股 | $380.3万 | 10.3万股 | +2,765股+2.67% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.2% | — | $432.5万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares安硕信托AGG |
| 1.19% | — | $427.9万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| F富达·MERRIMACK STR TRFBND |
| 1.09% | 1.36% | $392.8万 | 8.6万股 | $370.2万 | 8.1万股 | +5,195股+6.40% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.76% | $239.8万 | 1.0万股 | $207.2万 | 9,949股 | +111股+1.12% | 加仓 |
| IiShares安硕信托MTUM |
| 0.65% | 0.6% | $235.1万 | 6,859股 | $164.0万 | 6,834股 | +25股+0.37% | 加仓 |
| IiShares安硕信托IVW |
| 0.61% | — | $220.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.61% | — | $220.5万 | 9,709股 | $0 | 0股 | +9,709股 | 新买入 |
| V先锋领航·MIDVO |
| 0.61% | — | $219.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 美光科技MU |
| 0.58% | 0.23% | $209.2万 | 1,813股 | $61.2万 | 1,812股 | +1股+0.06% | 加仓 |
| IiShares安硕信托LQD |
| 0.57% | — | $203.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| B贝莱德·ETF TRUST IIBINC |
| 0.56% | — | $200.9万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.53% | 0.4% | $191.1万 | 8,073股 | $107.9万 | 5,013股 | +3,060股+61.04% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.52% | — | $188.3万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 英伟达NVDA |
| 0.49% | 0.53% | $177.3万 | 8,860股 | $143.8万 | 8,246股 | +614股+7.45% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.45% | — | $162.5万 | 7,407股 | $0 | 0股 | +7,407股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.42% | 0.53% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.52% | $149.0万 | 2,977股 | $142.2万 | 2,967股 | +10股+0.34% | 加仓 |
| IiShares安硕信托IQLT |
| 0.41% | — | $145.9万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.41% | 0.53% | $145.8万 | 2.0万股 | $144.6万 | 2.0万股 | +219股+1.12% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.4% | 0.45% | $142.5万 | 3.5万股 | $123.3万 | 3.2万股 | +2,885股+9.11% | 加仓 |
 林德LIN |
| 0.4% | 0.5% | $142.2万 | 2,740股 | $135.5万 | 2,734股 | +6股+0.22% | 加仓 |
 微软MSFT |
| 0.36% | 0.48% | $130.7万 | 3,504股 | $129.2万 | 3,488股 | +16股+0.46% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.36% | 0.42% | $127.7万 | 1.5万股 | $115.2万 | 1.5万股 | 00.00% | 持仓不变 |
| PPGIM ULTRAPULS |
| 0.35% | — | $125.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| MMOOGMOG/A |
| 0.34% | 0.31% | $122.7万 | 2,895股 | $84.7万 | 2,895股 | 00.00% | 持仓不变 |
| F富达·MSCIFIDU |
| 0.33% | 0.35% | $117.7万 | 1.2万股 | $95.6万 | 1.2万股 | +13股+0.11% | 加仓 |
 L3哈里斯LHX |
| 0.32% | 0.51% | $116.2万 | 4,000股 | $138.1万 | 4,000股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.29% | — | $103.0万 | 5,559股 | $0 | 0股 | +5,559股 | 新买入 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 0.27% | 0.1% | $95.6万 | 1.2万股 | $27.7万 | 3,808股 | +7,941股+208.53% | 加仓 |
 联合太平洋铁路UNP |
| 0.25% | 0.29% | $88.1万 | 3,240股 | $78.6万 | 3,239股 | +1股+0.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.27% | $83.9万 | 1,124股 | $73.1万 | 1,124股 | 00.00% | 持仓不变 |
| DDIGIMARC CORP NEW COMDMRC |
| 0.23% | 0.17% | $81.9万 | 10.0万股 | $47.1万 | 9.6万股 | +3,789股+3.95% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.22% | — | $79.0万 | 4,992股 | $0 | 0股 | +4,992股 | 新买入 |
| IiShares安硕信托USMV |
| 0.22% | 0.28% | $77.7万 | 8,053股 | $75.4万 | 8,134股 | -81股-1.00% | 减仓 |
 M&T银行MTB |
| 0.21% | 0.25% | $75.2万 | 3,159股 | $66.8万 | 3,231股 | -72股-2.23% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.21% | — | $74.9万 | 6,166股 | $0 | 0股 | +6,166股 | 新买入 |
