| SSPDR道富系列信托SPYG |
| 14.79% | 16.59% | $3,752.2万 | 31.5万股 | $3,148.2万 | 32.2万股 | -6,211股-1.93% | 减仓 |
| S道富SPYV |
| 11.94% | 14.72% | $3,031.2万 | 49.9万股 | $2,793.8万 | 49.4万股 | +4,851股+0.98% | 加仓 |
| S道富SPYM |
| 11.64% | 13.98% | $2,954.8万 | 33.6万股 | $2,653.3万 | 34.7万股 | -1.0万股-3.01% | 减仓 |
| S道富SPTI |
| 5.39% | — | $1,366.8万 | 48.1万股 | $0 | 0股 | +48.1万股 | 新买入 |
| SSPDR道富指数基金SPDW |
| 4.83% | 6.06% | $1,225.7万 | 24.3万股 | $1,149.7万 | 25.2万股 | -8,602股-3.42% | 减仓 |
| IiShares安硕信托IUSB |
| 4.08% | — | $1,036.2万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
| S道富SLYG |
| 3.49% | 3.01% | $885.6万 | 7.4万股 | $571.6万 | 5.9万股 | +1.5万股+25.66% | 加仓 |
 苹果AAPL |
| 3.36% | 3.86% | $851.8万 | 2.9万股 | $733.2万 | 2.9万股 | +545股+1.89% | 加仓 |
| S道富SPIB |
| 2.87% | — | $728.4万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
| SSPDR道富系列信托SPMB |
| 2.87% | — | $728.0万 | 32.6万股 | $0 | 0股 | +32.6万股 | 新买入 |
| V先锋领航指数基金VOO |
| 2.74% | 3.2% | $695.8万 | 9,449股 | $606.8万 | 1.1万股 | -1,065股-10.13% | 减仓 |
| S道富SPSM |
| 2.7% | 3.45% | $685.2万 | 11.9万股 | $654.1万 | 13.5万股 | -1.7万股-12.23% | 减仓 |
| IiShares黄金信托IAU |
| 2.6% | 3.59% | $658.5万 | 8.7万股 | $681.2万 | 7.7万股 | +9,941股+12.87% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.44% | 2.66% | $618.3万 | 2.8万股 | $504.2万 | 2.8万股 | +12股+0.04% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.87% | 2.59% | $474.6万 | 9.2万股 | $491.8万 | 10.5万股 | -1.3万股-12.57% | 减仓 |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 1.59% | 3.42% | $404.4万 | 4.0万股 | $649.6万 | 6.9万股 | -2.9万股-42.18% | 减仓 |
| GGlobal X基金PFFV |
| 1.42% | 1.84% | $359.7万 | 16.3万股 | $348.6万 | 16.0万股 | +3,562股+2.23% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.29% | 1.5% | $326.6万 | 1.1万股 | $284.8万 | 1.1万股 | -613股-5.34% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.25% | — | $317.3万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 REALTY INCOME COMO |
| 1.06% | 1.32% | $269.1万 | 4.3万股 | $250.9万 | 4.1万股 | +2,415股+5.89% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.97% | 1.23% | $246.4万 | 2.3万股 | $233.4万 | 2.4万股 | -1,034股-4.38% | 减仓 |
 英伟达NVDA |
| 0.93% | 1.05% | $235.3万 | 1.2万股 | $199.7万 | 1.1万股 | +311股+2.72% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.88% | 1.09% | $223.3万 | 9,833股 | $207.5万 | 9,826股 | +7股+0.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.66% | $144.1万 | 1,930股 | $125.3万 | 1,927股 | +3股+0.16% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.53% | 0.59% | $134.4万 | 1.2万股 | $111.1万 | 1.1万股 | +754股+6.60% | 加仓 |
 微软MSFT |
| 0.46% | 0.59% | $117.1万 | 3,138股 | $112.9万 | 3,050股 | +88股+2.89% | 加仓 |
 亚马逊AMZN |
| 0.44% | 0.62% | $112.7万 | 4,730股 | $116.9万 | 5,615股 | -885股-15.76% | 减仓 |
 美光科技MU |
| 0.43% | 0.17% | $109.8万 | 951股 | $32.1万 | 949股 | +2股+0.21% | 加仓 |
 礼来LLY |
| 0.41% | 0.42% | $104.2万 | 869股 | $78.9万 | 858股 | +11股+1.28% | 加仓 |
 博通AVGO |
| 0.38% | 0.41% | $97.2万 | 2,573股 | $76.9万 | 2,483股 | +90股+3.62% | 加仓 |
 谷歌AGOOGL |
| 0.37% | 0.36% | $93.0万 | 2,603股 | $68.5万 | 2,383股 | +220股+9.23% | 加仓 |
| IiShares安硕信托IVW |
| 0.36% | 0.4% | $90.4万 | 6,576股 | $76.5万 | 6,766股 | -190股-2.81% | 减仓 |
 甲骨文ORCL |
| 0.34% | 0.45% | $86.5万 | 5,904股 | $84.9万 | 5,774股 | +130股+2.25% | 加仓 |
 高盛GS |
| 0.34% | 0.38% | $85.9万 | 849股 | $71.8万 | 849股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.33% | 0.35% | $83.0万 | 2,350股 | $66.9万 | 2,332股 | +18股+0.77% | 加仓 |
| BBANK OF AMERBAC |
| 0.32% | 0.37% | $80.6万 | 1.4万股 | $70.8万 | 1.5万股 | -384股-2.64% | 减仓 |
 UNITED RENTALSURI |
| 0.3% | 0.26% | $77.1万 | 681股 | $49.6万 | 681股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.3% | 0.34% | $75.1万 | 2,983股 | $63.9万 | 2,939股 | +44股+1.50% | 加仓 |
 Meta平台META |
| 0.29% | 0.38% | $72.5万 | 1,287股 | $72.9万 | 1,274股 | +13股+1.02% | 加仓 |
 台积电TSM |
| 0.28% | 0.24% | $70.6万 | 1,478股 | $44.7万 | 1,323股 | +155股+11.72% | 加仓 |
 AMD超威AMD |
| 0.24% | 0.11% | $60.8万 | 1,046股 | $21.7万 | 1,067股 | -21股-1.97% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.23% | 0.29% | $58.1万 | 9,481股 | $54.2万 | 9,927股 | -446股-4.49% | 减仓 |
| S道富SPMD |
| 0.21% | 0.3% | $54.5万 | 8,073股 | $57.7万 | 9,746股 | -1,673股-17.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.27% | $54.0万 | 1,079股 | $51.6万 | 1,076股 | +3股+0.28% | 加仓 |
| N新纪元能源NEE |
| 0.21% | 0.3% | $52.6万 | 5,990股 | $56.2万 | 6,056股 | -66股-1.09% | 减仓 |
 应用材料AMAT |
| 0.21% | 0.13% | $52.4万 | 725股 | $25.3万 | 740股 | -15股-2.03% | 减仓 |
 英特尔INTC |
| 0.2% | — | $51.0万 | 3,651股 | $0 | 0股 | +3,651股 | 新买入 |
 EVERSOURCE ENERGYES |
| 0.2% | 0.21% | $50.8万 | 7,029股 | $40.5万 | 5,848股 | +1,181股+20.19% | 加仓 |
 强生JNJ |
| 0.2% | 0.25% | $49.7万 | 1,958股 | $48.0万 | 1,965股 | -7股-0.36% | 减仓 |
 特斯拉TSLA |
| 0.18% | 0.22% | $46.7万 | 1,110股 | $41.0万 | 1,103股 | +7股+0.63% | 加仓 |
