| IiShares安硕·S&PIVE |
| 12.83% | 13.05% | $4,987.2万 | 25.4万股 | $4,750.0万 | 26.1万股 | -6,940股-2.66% | 减仓 |
| IiShares安硕信托IVV |
| 8.48% | 9.14% | $3,296.2万 | 5.8万股 | $3,327.2万 | 6.1万股 | -3,134股-5.15% | 减仓 |
| IiShares安硕信托USMV |
| 8.48% | 8.64% | $3,295.7万 | 36.2万股 | $3,143.4万 | 37.4万股 | -1.2万股-3.24% | 减仓 |
| SSPDR道富指数基金SPDW |
| 8.08% | 7.73% | $3,140.9万 | 84.3万股 | $2,814.7万 | 80.2万股 | +4.1万股+5.06% | 加仓 |
| IiShares安硕信托IVW |
| 5.78% | 6.32% | $2,248.5万 | 23.8万股 | $2,299.5万 | 24.8万股 | -1.1万股-4.32% | 减仓 |
| S嘉信策略信托SCHD |
| 5.51% | 5.22% | $2,140.3万 | 25.3万股 | $1,900.2万 | 24.4万股 | +8,803股+3.60% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.7% | 3.94% | $1,827.2万 | 37.1万股 | $1,433.9万 | 32.8万股 | +4.4万股+13.32% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.7% | 3.43% | $1,436.6万 | 24.3万股 | $1,247.4万 | 22.0万股 | +2.3万股+10.29% | 加仓 |
| V先锋领航指数基金VB |
| 3.47% | 3.02% | $1,350.0万 | 5.7万股 | $1,099.4万 | 5.0万股 | +7,076股+14.03% | 加仓 |
| IiShares安硕·COREIJR |
| 3.16% | 3.04% | $1,229.5万 | 10.7万股 | $1,106.1万 | 10.4万股 | +3,289股+3.17% | 加仓 |
| IiShares安硕信托IEFA |
| 3.08% | 3.14% | $1,197.6万 | 15.5万股 | $1,143.3万 | 15.7万股 | -2,360股-1.50% | 减仓 |
| V先锋领航指数基金VOO |
| 2.94% | 2.72% | $1,143.5万 | 2.2万股 | $991.3万 | 2.0万股 | +2,051股+10.35% | 加仓 |
| J摩根大通交易所交易基金JCPI |
| 2.77% | 2.81% | $1,077.9万 | 22.5万股 | $1,023.3万 | 21.9万股 | +5,477股+2.50% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 2.74% | 3.11% | $1,064.8万 | 6.2万股 | $1,132.7万 | 6.6万股 | -3,835股-5.81% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.71% | 2.85% | $1,055.1万 | 2.8万股 | $1,038.4万 | 2.8万股 | -14股-0.05% | 减仓 |
| V先锋领航指数基金VTV |
| 2.7% | 2.19% | $1,047.7万 | 6.0万股 | $798.0万 | 5.0万股 | +1.0万股+21.01% | 加仓 |
| F富达·VALUE FACTOR ETFFVAL |
| 2.41% | 2.76% | $937.1万 | 15.6万股 | $1,005.7万 | 17.5万股 | -1.9万股-10.86% | 减仓 |
| IiShares安硕·COREIJH |
| 2.11% | 2.12% | $818.5万 | 13.2万股 | $771.2万 | 13.2万股 | +492股+0.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.49% | 1.55% | $578.8万 | 1.0万股 | $564.0万 | 1.0万股 | -190股-1.83% | 减仓 |
| S嘉信策略信托SCHM |
| 1.42% | 1.12% | $553.4万 | 6.7万股 | $406.8万 | 5.2万股 | +1.5万股+28.34% | 加仓 |
 埃克森美孚XOM |
| 1.36% | 1.31% | $529.2万 | 4.4万股 | $477.3万 | 4.1万股 | +2,092股+5.05% | 加仓 |
| V先锋领航指数基金VUG |
| 1.16% | 1.04% | $449.3万 | 1.2万股 | $377.3万 | 1.0万股 | +1,760股+17.44% | 加仓 |
| IiShares安硕IEMG |
| 1.11% | 1.1% | $429.7万 | 7.3万股 | $399.1万 | 7.5万股 | -1,435股-1.92% | 减仓 |
 亚马逊AMZN |
| 0.78% | 0.87% | $304.3万 | 1.6万股 | $318.3万 | 1.6万股 | 00.00% | 持仓不变 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.5% | 0.92% | $196.2万 | 2.7万股 | $336.3万 | 4.9万股 | -2.2万股-44.63% | 减仓 |
| IiShares安硕信托IWD |
| 0.5% | 0.49% | $193.9万 | 1.0万股 | $179.0万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.4% | 0.4% | $155.1万 | 1.8万股 | $143.8万 | 1.8万股 | -30股-0.17% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.37% | 0.37% | $143.0万 | 6,570股 | $133.3万 | 6,570股 | 00.00% | 持仓不变 |
| N纳斯达克NDAQ |
| 0.36% | 0.33% | $141.7万 | 1.9万股 | $119.3万 | 2.0万股 | -380股-1.92% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.35% | $134.8万 | 2,953股 | $126.1万 | 3,101股 | -148股-4.77% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.29% | 0.31% | $114.2万 | 1.1万股 | $111.9万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.29% | 0.3% | $114.1万 | 8,295股 | $110.8万 | 8,630股 | -335股-3.88% | 减仓 |
 CrowdStrikeCRWD |
| 0.25% | 0.42% | $98.0万 | 3,498股 | $153.2万 | 3,998股 | -500股-12.51% | 减仓 |
 JOHN MARSHALL BANCORP INC COMJMSB |
| 0.24% | 0.24% | $93.7万 | 5.0万股 | $86.7万 | 5.0万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.23% | 0.23% | $90.7万 | 1,605股 | $85.2万 | 1,593股 | +12股+0.75% | 加仓 |
 苹果AAPL |
| 0.22% | 0.22% | $85.6万 | 3,775股 | $79.6万 | 3,781股 | -6股-0.16% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.15% | 0.15% | $58.4万 | 4,996股 | $55.1万 | 4,996股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.14% | 0.15% | $54.9万 | 1,610股 | $53.7万 | 1,610股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.12% | 0.12% | $47.8万 | 3,644股 | $44.0万 | 3,644股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 0.12% | 0.11% | $47.7万 | 538股 | $40.7万 | 538股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.12% | 0.12% | $46.1万 | 2,811股 | $42.8万 | 2,811股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.12% | 0.14% | $46.0万 | 2,771股 | $52.3万 | 2,871股 | -100股-3.48% | 减仓 |
 好市多COST |
| 0.09% | 0.09% | $35.2万 | 401股 | $34.1万 | 401股 | 00.00% | 持仓不变 |
 UNITED BANKSHARES WEST VUBSI |
| 0.09% | 0.08% | $33.8万 | 9,450股 | $30.7万 | 9,450股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.08% | 0.09% | $31.9万 | 358股 | $31.7万 | 350股 | +8股+2.29% | 加仓 |
| G通用动力VTI |
| 0.08% | 0.08% | $30.4万 | 1,083股 | $29.0万 | 1,083股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.07% | 0.09% | $27.5万 | 660股 | $34.2万 | 765股 | -105股-13.73% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.07% | — | $25.9万 | 5,626股 | $0 | 0股 | +5,626股 | 新买入 |
 强生JNJ |
| 0.07% | 0.06% | $25.3万 | 1,570股 | $22.8万 | 1,559股 | +11股+0.71% | 加仓 |
 宝洁PG |
| 0.06% | 0.08% | $25.1万 | 1,461股 | $27.6万 | 1,671股 | -210股-12.57% | 减仓 |
