| IiShares安硕信托IVV |
| 26.96% | 27.39% | $4,995.9万 | 6.7万股 | $4,486.0万 | 6.9万股 | -1,965股-2.86% | 减仓 |
| V先锋领航指数基金VOO |
| 19.82% | 18.24% | $3,672.8万 | 5.0万股 | $2,987.3万 | 5.2万股 | -1,882股-3.64% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.93% | 10.5% | $2,025.1万 | 59.8万股 | $1,719.3万 | 59.0万股 | +8,231股+1.39% | 加仓 |
| IiShares安硕·COREIJR |
| 7% | 6.45% | $1,296.4万 | 8.7万股 | $1,056.9万 | 8.5万股 | +2,391股+2.81% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.77% | 7.19% | $1,254.0万 | 7.9万股 | $1,177.3万 | 7.9万股 | -139股-0.17% | 减仓 |
| S嘉信策略信托SCHD |
| 5.43% | 5.79% | $1,006.2万 | 31.7万股 | $947.8万 | 30.9万股 | +8,394股+2.72% | 加仓 |
| S嘉信策略信托SCHM |
| 5.41% | 5.01% | $1,002.8万 | 27.2万股 | $820.3万 | 26.5万股 | +7,043股+2.66% | 加仓 |
 苹果AAPL |
| 4.12% | 4.34% | $763.5万 | 2.6万股 | $711.7万 | 2.8万股 | -1,655股-5.90% | 减仓 |
| G通用动力VTI |
| 2.36% | 2.92% | $437.7万 | 1.2万股 | $478.0万 | 1.5万股 | -3,072股-20.62% | 减仓 |
| IiShares安硕·COREIJH |
| 1.29% | 1.27% | $238.7万 | 3.1万股 | $208.6万 | 3.1万股 | +56股+0.18% | 加仓 |
 英伟达NVDA |
| 0.89% | 0.9% | $164.6万 | 8,226股 | $146.9万 | 8,420股 | -194股-2.30% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.8% | 0.89% | $147.9万 | 6,252股 | $145.3万 | 6,755股 | -503股-7.45% | 减仓 |
 礼来LLY |
| 0.79% | 0.7% | $147.1万 | 1,227股 | $114.8万 | 1,249股 | -22股-1.76% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.68% | 0.7% | $125.4万 | 1.1万股 | $114.4万 | 1.2万股 | -400股-3.40% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.6% | 0.65% | $111.1万 | 7,299股 | $106.5万 | 7,299股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.55% | 0.53% | $101.1万 | 8,144股 | $86.8万 | 2,036股 | +6,108股+300.00% | 加仓 |
 特斯拉TSLA |
| 0.52% | 0.63% | $96.5万 | 2,295股 | $102.4万 | 2,754股 | -459股-16.67% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.53% | $93.3万 | 3,914股 | $86.4万 | 4,147股 | -233股-5.62% | 减仓 |
| IiShares安硕信托HDV |
| 0.43% | 0.48% | $79.5万 | 2.9万股 | $78.8万 | 5,802股 | +2.3万股+400.02% | 加仓 |
 史赛克SYK |
| 0.41% | 0.48% | $76.0万 | 2,415股 | $78.7万 | 2,395股 | +20股+0.84% | 加仓 |
| IiShares安硕信托DVY |
| 0.32% | 0.35% | $59.0万 | 3,774股 | $57.1万 | 3,774股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.3% | 0.33% | $56.3万 | 2,218股 | $54.7万 | 2,238股 | -20股-0.89% | 减仓 |
 摩根大通JPM |
| 0.28% | 0.3% | $51.9万 | 1,585股 | $49.7万 | 1,690股 | -105股-6.21% | 减仓 |
 马拉松石油MPC |
| 0.28% | 0.3% | $51.1万 | 2,000股 | $48.8万 | 2,000股 | 00.00% | 持仓不变 |
| BBADGER METERBMI |
| 0.26% | 0.3% | $47.5万 | 3,200股 | $48.8万 | 3,200股 | 00.00% | 持仓不变 |
| IISHARES TR MRGSTR SM CP ETFISCB |
| 0.23% | 0.23% | $43.5万 | 5,755股 | $37.5万 | 5,755股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.21% | 0.18% | $39.5万 | 3,306股 | $28.8万 | 413股 | +2,893股+700.48% | 加仓 |
 谷歌AGOOGL |
| 0.19% | 0.18% | $35.7万 | 1,000股 | $28.8万 | 1,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXN |
| 0.19% | 0.15% | $34.7万 | 2,400股 | $24.0万 | 2,400股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.18% | 0.19% | $33.0万 | 1,100股 | $31.0万 | 1,250股 | -150股-12.00% | 减仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.17% | 0.17% | $31.8万 | 3,292股 | $28.4万 | 3,400股 | -108股-3.18% | 减仓 |
 AMD超威AMD |
| 0.17% | — | $31.2万 | 537股 | $0 | 0股 | +537股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 0.16% | 0.17% | $30.3万 | 1,425股 | $27.3万 | 1,425股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.16% | 0.22% | $28.9万 | 1.2万股 | $36.4万 | 1.3万股 | -969股-7.48% | 减仓 |
 微软MSFT |
| 0.15% | 0.18% | $28.0万 | 751股 | $29.7万 | 804股 | -53股-6.59% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.15% | 0.14% | $27.1万 | 1,852股 | $23.7万 | 1,852股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.13% | 0.13% | $23.3万 | 689股 | $20.8万 | 689股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.12% | — | $21.3万 | 1,118股 | $0 | 0股 | +1,118股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.13% | $20.2万 | 572股 | $21.1万 | 734股 | -162股-22.07% | 减仓 |
