| IiShares安硕信托IVV |
| 15.07% | 14.65% | $1,801.9万 | 2.4万股 | $1,504.2万 | 2.3万股 | +1,035股+4.49% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.74% | 5.58% | $685.8万 | 9.6万股 | $573.0万 | 8.9万股 | +6,827股+7.63% | 加仓 |
| IiShares安硕·COREIJH |
| 4.27% | 4.27% | $509.8万 | 6.6万股 | $438.0万 | 6.5万股 | +1,256股+1.94% | 加仓 |
| GGRANITESHARES GOLD TRUSTBAR |
| 3.93% | 5.2% | $470.1万 | 11.9万股 | $533.6万 | 11.6万股 | +3,250股+2.81% | 加仓 |
| S嘉信·USSCHX |
| 3.65% | 3.67% | $436.2万 | 14.8万股 | $377.3万 | 14.7万股 | +1,055股+0.72% | 加仓 |
| S道富SPYM |
| 3.42% | 2.93% | $408.8万 | 4.7万股 | $300.5万 | 3.9万股 | +7,259股+18.49% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 3.23% | 3.19% | $385.6万 | 7.6万股 | $327.4万 | 6.4万股 | +1.1万股+17.54% | 加仓 |
| IiShares安硕信托IEI |
| 2.65% | 3.22% | $317.0万 | 2.7万股 | $330.2万 | 2.8万股 | -855股-3.07% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.62% | 2.9% | $312.7万 | 13.0万股 | $298.3万 | 12.3万股 | +6,657股+5.42% | 加仓 |
| IiShares安硕信托USMV |
| 2.4% | 2.69% | $286.7万 | 3.0万股 | $275.7万 | 3.0万股 | -4股-0.01% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.25% | 1.87% | $268.4万 | 7.7万股 | $192.2万 | 6.3万股 | +1.4万股+22.39% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.22% | 2.47% | $265.4万 | 11.5万股 | $254.1万 | 10.9万股 | +5,275股+4.82% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.03% | 2.3% | $242.4万 | 3.1万股 | $235.8万 | 3.0万股 | +924股+3.11% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.92% | — | $229.9万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| IiShares安硕·7-10YRIEF |
| 1.89% | 2.13% | $225.8万 | 2.4万股 | $218.4万 | 2.3万股 | +996股+4.35% | 加仓 |
| G通用动力VTI |
| 1.76% | 1.8% | $210.7万 | 5,694股 | $185.0万 | 5,765股 | -71股-1.23% | 减仓 |
| I景顺QQQ信托VOO |
| 1.73% | 1.31% | $206.4万 | 2,803股 | $134.4万 | 2,328股 | +475股+20.40% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.68% | 1.92% | $201.1万 | 2.0万股 | $196.9万 | 2.0万股 | +371股+1.90% | 加仓 |
| S嘉信策略信托SCHM |
| 1.67% | 1.69% | $200.2万 | 5.4万股 | $173.7万 | 5.6万股 | -1,815股-3.23% | 减仓 |
| S嘉信策略信托SCHD |
| 1.54% | 1.55% | $183.5万 | 5.8万股 | $159.5万 | 5.2万股 | +5,882股+11.31% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 1.45% | 0.97% | $173.8万 | 3.5万股 | $99.7万 | 2.5万股 | +1.0万股+42.17% | 加仓 |
| IiShares黄金信托IAU |
| 1.2% | 1.7% | $143.0万 | 1.9万股 | $174.5万 | 2.0万股 | -849股-4.29% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 1.13% | 1.32% | $134.5万 | 1.1万股 | $135.9万 | 1.2万股 | -200股-1.71% | 减仓 |
| IiShares安硕·COREIJR |
| 1.12% | 0.84% | $133.4万 | 8,997股 | $86.7万 | 6,978股 | +2,019股+28.93% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 0.9% | 1.05% | $107.7万 | 2.1万股 | $107.9万 | 2.2万股 | -53股-0.25% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.82% | 0.96% | $97.9万 | 1.1万股 | $98.2万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.77% | 0.75% | $91.9万 | 1.1万股 | $76.8万 | 2,674股 | +8,730股+326.48% | 加仓 |
 美光科技MU |
| 0.76% | — | $90.6万 | 785股 | $0 | 0股 | +785股 | 新买入 |
 高露洁CL |
| 0.72% | 0.77% | $85.6万 | 9,333股 | $79.1万 | 9,278股 | +55股+0.59% | 加仓 |
 宝洁PG |
| 0.68% | 0.41% | $80.9万 | 5,516股 | $42.5万 | 2,939股 | +2,577股+87.68% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.66% | 0.58% | $78.8万 | 2.3万股 | $59.2万 | 2.0万股 | +2,981股+14.68% | 加仓 |
| V先锋领航指数基金VOO |
| 0.62% | 0.63% | $74.1万 | 1,079股 | $65.0万 | 1,088股 | -9股-0.83% | 减仓 |
| S嘉信策略信托SCHF |
| 0.57% | 0.74% | $68.2万 | 2.5万股 | $76.4万 | 3.1万股 | -6,258股-20.28% | 减仓 |
 ALTRIAMO |
| 0.53% | 0.56% | $63.5万 | 8,826股 | $57.6万 | 8,724股 | +102股+1.17% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.5% | 0.52% | $60.2万 | 1.0万股 | $53.3万 | 9,852股 | +227股+2.30% | 加仓 |
| V先锋领航指数基金VV |
| 0.5% | 0.51% | $60.0万 | 1,745股 | $52.0万 | 1,741股 | +4股+0.23% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.48% | 0.61% | $57.0万 | 2.1万股 | $62.7万 | 2.6万股 | -5,639股-21.47% | 减仓 |
 英伟达NVDA |
| 0.48% | 0.3% | $56.8万 | 2,840股 | $31.3万 | 1,792股 | +1,048股+58.48% | 加仓 |
 强生JNJ |
| 0.45% | 0.38% | $53.6万 | 2,111股 | $38.8万 | 1,585股 | +526股+33.19% | 加仓 |
 亚马逊AMZN |
| 0.45% | 0.46% | $53.2万 | 2,234股 | $47.7万 | 2,289股 | -55股-2.40% | 减仓 |
 卡特彼勒CAT |
| 0.44% | 0.32% | $52.7万 | 495股 | $33.2万 | 468股 | +27股+5.77% | 加仓 |
| TTidal·TRUST IIIGRNJ |
| 0.43% | — | $51.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 REALTY INCOME COMO |
| 0.42% | 0.46% | $50.2万 | 8,108股 | $47.2万 | 7,722股 | +386股+5.00% | 加仓 |
 艾伯维ABBV |
| 0.42% | 0.42% | $50.2万 | 1,993股 | $43.3万 | 1,991股 | +2股+0.10% | 加仓 |
 威瑞森VZ |
| 0.42% | 0.57% | $49.8万 | 1.2万股 | $58.9万 | 1.2万股 | +40股+0.34% | 加仓 |
| AAMPLIFY ETF TRHACK |
| 0.4% | 0.33% | $48.4万 | 4,611股 | $34.1万 | 4,546股 | +65股+1.43% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.4% | — | $48.3万 | 1,595股 | $0 | 0股 | +1,595股 | 新买入 |
 沃尔玛WMT |
| 0.4% | 0.51% | $47.9万 | 4,230股 | $52.4万 | 4,217股 | +13股+0.31% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.4% | 0.38% | $47.3万 | 3,972股 | $38.9万 | 3,969股 | +3股+0.08% | 加仓 |
| PPacer基金信托COWZ |
| 0.39% | 0.44% | $46.0万 | 7,401股 | $45.7万 | 7,304股 | +97股+1.33% | 加仓 |
