| V先锋领航指数基金VOO |
| 9.54% | 8.47% | $2,413.2万 | 3.3万股 | $1,940.3万 | 3.4万股 | -845股-2.51% | 减仓 |
| IiShares安硕信托AGG |
| 6.11% | 6.64% | $1,546.4万 | 15.6万股 | $1,522.0万 | 15.3万股 | +2,917股+1.90% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.18% | 4.21% | $1,311.3万 | 15.9万股 | $964.5万 | 13.6万股 | +2.4万股+17.44% | 加仓 |
 英伟达NVDA |
| 4.22% | 4.1% | $1,066.3万 | 5.3万股 | $939.4万 | 5.4万股 | -577股-1.07% | 减仓 |
 苹果AAPL |
| 4.11% | 4.09% | $1,039.3万 | 3.6万股 | $937.3万 | 3.7万股 | -1,015股-2.75% | 减仓 |
| IiShares安硕信托IVV |
| 4.08% | 4.22% | $1,031.8万 | 1.4万股 | $966.0万 | 1.5万股 | -1,010股-6.83% | 减仓 |
| IiShares安硕信托GVI |
| 3.85% | 3.06% | $973.4万 | 9.0万股 | $701.2万 | 6.6万股 | +2.4万股+36.91% | 加仓 |
 谷歌AGOOGL |
| 3.7% | 3.59% | $936.6万 | 2.6万股 | $821.5万 | 2.9万股 | -2,360股-8.26% | 减仓 |
| SSPDR行业精选信托XLF |
| 2.65% | 2.68% | $669.1万 | 12.5万股 | $614.1万 | 12.4万股 | +424股+0.34% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.59% | 2.59% | $655.6万 | 4.1万股 | $592.3万 | 4.0万股 | +923股+2.28% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.49% | 2.54% | $629.2万 | 5.4万股 | $582.3万 | 5.3万股 | +223股+0.42% | 加仓 |
 亚马逊AMZN |
| 2.46% | 2.4% | $623.4万 | 2.6万股 | $549.4万 | 2.6万股 | -225股-0.85% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2.28% | 2.45% | $576.1万 | 7.5万股 | $561.6万 | 7.3万股 | +2,345股+3.22% | 加仓 |
| S道富XLI |
| 2.16% | 2.12% | $546.0万 | 2.9万股 | $485.0万 | 3.0万股 | -511股-1.70% | 减仓 |
 微软MSFT |
| 2.04% | 2.28% | $516.6万 | 1.4万股 | $522.0万 | 1.4万股 | -250股-1.77% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 1.6% | 1.36% | $403.4万 | 8.6万股 | $312.1万 | 6.7万股 | +1.9万股+27.72% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.57% | 1.57% | $398.2万 | 6.7万股 | $360.3万 | 6.7万股 | +66股+0.10% | 加仓 |
 Meta平台META |
| 1.51% | 1.68% | $383.0万 | 6,799股 | $384.8万 | 6,726股 | +73股+1.09% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.32% | 1.41% | $334.6万 | 4.0万股 | $323.9万 | 4.0万股 | +771股+1.95% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.21% | 1.26% | $307.1万 | 2.5万股 | $287.6万 | 6,745股 | +1.8万股+266.64% | 加仓 |
| BBANK OF AMERBAC |
| 1.21% | 1.17% | $306.8万 | 5.4万股 | $268.8万 | 5.5万股 | -1,302股-2.36% | 减仓 |
 强生JNJ |
| 1.11% | 1.19% | $280.4万 | 1.1万股 | $271.5万 | 1.1万股 | -67股-0.60% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.04% | 1.07% | $263.1万 | 5,258股 | $244.2万 | 5,097股 | +161股+3.16% | 加仓 |
 礼来LLY |
| 1.01% | 0.86% | $254.6万 | 2,123股 | $196.1万 | 2,132股 | -9股-0.42% | 减仓 |
 安费诺APH |
| 0.98% | 0.85% | $246.8万 | 1.4万股 | $194.6万 | 1.5万股 | -1,404股-9.11% | 减仓 |
| IiShares安硕信托IWD |
| 0.93% | 0.96% | $234.8万 | 9,687股 | $220.3万 | 1.0万股 | -625股-6.06% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.87% | 1.13% | $219.3万 | 4.1万股 | $258.4万 | 4.2万股 | -884股-2.10% | 减仓 |
| FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV |
| 0.86% | 0.95% | $217.4万 | 5.4万股 | $218.1万 | 5.4万股 | -434股-0.80% | 减仓 |
 摩根大通JPM |
| 0.83% | 0.82% | $209.9万 | 6,413股 | $188.8万 | 6,417股 | -4股-0.06% | 减仓 |
| IiShares安硕信托IBDS |
| 0.78% | 0.9% | $197.3万 | 8.1万股 | $206.4万 | 8.5万股 | -3,655股-4.29% | 减仓 |
| IiShares安硕信托IBMP |
| 0.77% | 0.75% | $194.2万 | 7.6万股 | $172.7万 | 6.8万股 | +8,520股+12.55% | 加仓 |
 Elevance健康ELV |
| 0.74% | 0.62% | $188.1万 | 4,864股 | $141.0万 | 4,818股 | +46股+0.95% | 加仓 |
| IiShares安硕信托IBMQ |
| 0.73% | 0.71% | $184.5万 | 7.2万股 | $162.5万 | 6.4万股 | +8,480股+13.32% | 加仓 |
| IiShares安硕信托IBMR |
| 0.7% | 0.68% | $177.9万 | 7.0万股 | $154.7万 | 6.1万股 | +9,040股+14.81% | 加仓 |
| IiShares安硕信托IBMO |
| 0.68% | 0.75% | $172.7万 | 6.7万股 | $172.6万 | 6.7万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.67% | 0.63% | $170.7万 | 4,518股 | $144.9万 | 4,680股 | -162股-3.46% | 减仓 |
 家得宝HD |
| 0.64% | 0.62% | $161.4万 | 4,575股 | $141.8万 | 4,312股 | +263股+6.10% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.63% | 0.68% | $160.5万 | 1.5万股 | $156.7万 | 1.6万股 | -690股-4.28% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.55% | 0.68% | $139.1万 | 2.8万股 | $155.7万 | 2.8万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.55% | 0.67% | $138.9万 | 1.2万股 | $153.1万 | 1.2万股 | -54股-0.44% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.52% | 0.56% | $130.4万 | 2.6万股 | $127.5万 | 2.6万股 | +144股+0.56% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.51% | 0.57% | $129.5万 | 2.9万股 | $129.5万 | 2.8万股 | +342股+1.21% | 加仓 |
| N新纪元能源NEE |
| 0.5% | 0.58% | $126.4万 | 1.4万股 | $133.2万 | 1.4万股 | +67股+0.47% | 加仓 |
 VisaV |
| 0.5% | 0.46% | $125.2万 | 3,650股 | $104.6万 | 3,462股 | +188股+5.43% | 加仓 |
 思科CSCO |
| 0.44% | 0.37% | $111.5万 | 9,489股 | $85.4万 | 1.1万股 | -1,513股-13.75% | 减仓 |
 万事达MA |
| 0.42% | 0.44% | $107.1万 | 2,085股 | $100.2万 | 2,005股 | +80股+3.99% | 加仓 |
 联合健康UNH |
| 0.41% | 0.31% | $103.8万 | 2,498股 | $70.2万 | 2,593股 | -95股-3.66% | 减仓 |
 艾默生电气EMR |
| 0.38% | 0.38% | $95.0万 | 6,637股 | $87.4万 | 6,672股 | -35股-0.52% | 减仓 |
 埃克森美孚XOM |
| 0.37% | 0.49% | $92.7万 | 6,783股 | $111.8万 | 6,592股 | +191股+2.90% | 加仓 |
| IiShares安硕信托IBMS |
| 0.36% | 0.24% | $91.2万 | 3.5万股 | $54.5万 | 2.1万股 | +1.4万股+67.21% | 加仓 |
