| S道富SPYV |
| 14.98% | 15.23% | $3,000.9万 | 49.4万股 | $2,617.0万 | 46.3万股 | +3.1万股+6.73% | 加仓 |
| SSPDR道富系列信托SPYG |
| 14.49% | 13.31% | $2,903.9万 | 24.4万股 | $2,287.1万 | 23.4万股 | +1.0万股+4.48% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 12.55% | 11.86% | $2,514.1万 | 51.1万股 | $2,037.7万 | 50.8万股 | +3,042股+0.60% | 加仓 |
| V先锋领航·FTSEVEA |
| 11.07% | 11.45% | $2,217.6万 | 31.1万股 | $1,967.5万 | 30.7万股 | +4,205股+1.37% | 加仓 |
| S道富MDYV |
| 5.94% | 6.1% | $1,189.3万 | 12.5万股 | $1,047.3万 | 12.3万股 | +2,391股+1.94% | 加仓 |
| S道富MDYG |
| 4.65% | 4.45% | $931.2万 | 8.3万股 | $764.3万 | 8.0万股 | +3,431股+4.31% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.97% | 2.96% | $594.7万 | 5.5万股 | $508.6万 | 5.4万股 | +732股+1.36% | 加仓 |
| S道富SLYG |
| 2.88% | 2.62% | $577.1万 | 4.8万股 | $450.9万 | 4.7万股 | +1,773股+3.80% | 加仓 |
| IiShares安硕信托IBHJ |
| 2.66% | 3.11% | $532.6万 | 20.1万股 | $533.8万 | 20.4万股 | -2,316股-1.14% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 2.63% | 3.19% | $525.9万 | 20.9万股 | $547.6万 | 21.7万股 | -7,922股-3.66% | 减仓 |
| IiShares安硕信托IBHI |
| 2.57% | — | $514.7万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
 博通AVGO |
| 1.67% | 1.61% | $334.9万 | 8,866股 | $276.3万 | 8,928股 | -62股-0.69% | 减仓 |
| IiShares安硕信托IBDT |
| 1.33% | 1.56% | $266.4万 | 10.6万股 | $267.8万 | 10.6万股 | -226股-0.21% | 减仓 |
| IiShares安硕信托IBDS |
| 1.33% | 1.56% | $266.4万 | 11.0万股 | $268.0万 | 11.1万股 | -568股-0.51% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.31% | 1.59% | $262.6万 | 12.6万股 | $273.3万 | 13.1万股 | -4,560股-3.49% | 减仓 |
| IiShares安硕信托IBDZ |
| 1.3% | 1.54% | $260.9万 | 10.0万股 | $265.3万 | 10.2万股 | -1,653股-1.62% | 减仓 |
| IiShares安硕信托IBDY |
| 1.29% | 1.52% | $257.9万 | 10.0万股 | $261.2万 | 10.1万股 | -851股-0.84% | 减仓 |
 英伟达NVDA |
| 1.15% | 1% | $231.2万 | 1.2万股 | $172.4万 | 9,888股 | +1,666股+16.85% | 加仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 0.9% | — | $179.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 泛林集团LRCX |
| 0.85% | 0.48% | $169.7万 | 3,916股 | $83.1万 | 3,891股 | +25股+0.64% | 加仓 |
 台积电TSM |
| 0.79% | 0.66% | $159.3万 | 3,335股 | $113.7万 | 3,365股 | -30股-0.89% | 减仓 |
| IiShares安硕信托IBCB |
| 0.76% | — | $151.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 苹果AAPL |
| 0.7% | 0.71% | $140.9万 | 4,871股 | $122.2万 | 4,816股 | +55股+1.14% | 加仓 |
 阿斯麦ASML |
| 0.57% | 0.45% | $115.2万 | 579股 | $77.1万 | 584股 | -5股-0.86% | 减仓 |
 谷歌AGOOGL |
| 0.52% | 0.49% | $104.2万 | 2,915股 | $83.8万 | 2,914股 | +1股+0.03% | 加仓 |
 艾伯维ABBV |
| 0.48% | 0.49% | $97.0万 | 3,854股 | $83.7万 | 3,850股 | +4股+0.10% | 加仓 |
 迈威尔MRVL |
| 0.41% | 0.16% | $81.8万 | 2,746股 | $27.2万 | 2,746股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.39% | 0.38% | $78.8万 | 779股 | $64.9万 | 767股 | +12股+1.56% | 加仓 |
| HHASBROHAS |
| 0.38% | 0.49% | $75.6万 | 9,152股 | $84.5万 | 9,024股 | +128股+1.42% | 加仓 |
 沃尔玛WMT |
| 0.38% | 0.47% | $75.3万 | 6,649股 | $81.6万 | 6,565股 | +84股+1.28% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.37% | 0.34% | $73.8万 | 2,999股 | $58.7万 | 2,822股 | +177股+6.27% | 加仓 |
 FLOWSERVEFLS |
| 0.36% | 0.42% | $71.9万 | 9,699股 | $71.4万 | 9,709股 | -10股-0.10% | 减仓 |
 伊顿ETN |
| 0.33% | 0.28% | $67.0万 | 1,573股 | $48.6万 | 1,360股 | +213股+15.66% | 加仓 |
 微软MSFT |
| 0.32% | 0.43% | $64.7万 | 1,734股 | $73.5万 | 1,986股 | -252股-12.69% | 减仓 |
| IIBMIBM |
| 0.32% | 0.32% | $63.6万 | 2,260股 | $54.8万 | 2,260股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.31% | 0.36% | $62.8万 | 6,802股 | $61.8万 | 6,577股 | +225股+3.42% | 加仓 |
 AMD超威AMD |
| 0.3% | 0.12% | $60.9万 | 1,049股 | $21.3万 | 1,049股 | 00.00% | 持仓不变 |
 德事隆TXT |
| 0.3% | 0.29% | $59.8万 | 6,522股 | $50.4万 | 5,753股 | +769股+13.37% | 加仓 |
 M&T银行MTB |
| 0.3% | 0.28% | $59.8万 | 2,513股 | $47.6万 | 2,302股 | +211股+9.17% | 加仓 |
 亚马逊AMZN |
| 0.28% | 0.28% | $55.6万 | 2,334股 | $48.6万 | 2,333股 | +1股+0.04% | 加仓 |
 贝莱德·INC COMBLK |
| 0.28% | 0.35% | $55.6万 | 578股 | $59.4万 | 618股 | -40股-6.47% | 减仓 |
| EEBAY COMEBAY |
| 0.26% | 0.24% | $52.7万 | 4,719股 | $41.7万 | 4,576股 | +143股+3.13% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.26% | 0.25% | $51.3万 | 5,840股 | $42.9万 | 1,168股 | +4,672股+400.00% | 加仓 |
 VertivVRT |
| 0.23% | 0.2% | $46.7万 | 1,396股 | $35.0万 | 1,395股 | +1股+0.07% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.22% | 0.17% | $45.0万 | 730股 | $28.8万 | 730股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.19% | 0.2% | $38.6万 | 4,398股 | $34.1万 | 4,450股 | -52股-1.17% | 减仓 |
 EAST WEST BANCORPEWBC |
| 0.17% | 0.15% | $33.1万 | 2,566股 | $26.4万 | 2,473股 | +93股+3.76% | 加仓 |
 AUTONATIONAN |
| 0.16% | 0.19% | $31.2万 | 1,680股 | $32.8万 | 1,680股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.15% | 0.14% | $30.7万 | 868股 | $24.9万 | 868股 | 00.00% | 持仓不变 |
| AATIATI |
| 0.15% | 0.13% | $29.3万 | 1,488股 | $21.6万 | 1,488股 | 00.00% | 持仓不变 |
