| IiShares安硕信托EFV |
| 14.79% | 15.5% | $2,320.7万 | 30.3万股 | $2,369.5万 | 31.9万股 | -1.6万股-4.87% | 减仓 |
| V先锋领航指数基金VTV |
| 11.35% | 11.27% | $1,781.8万 | 8.2万股 | $1,722.9万 | 8.8万股 | -6,050股-6.89% | 减仓 |
| S嘉信策略信托SCHD |
| 8.08% | 8.5% | $1,268.0万 | 40.0万股 | $1,299.2万 | 42.3万股 | -2.4万股-5.57% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 6.99% | 6.39% | $1,096.8万 | 35.3万股 | $976.4万 | 35.1万股 | +2,049股+0.58% | 加仓 |
| S嘉信策略信托SCHC |
| 6.98% | 7.15% | $1,095.5万 | 20.8万股 | $1,093.3万 | 22.3万股 | -1.6万股-7.08% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.16% | 3.33% | $495.7万 | 2.5万股 | $509.6万 | 2.8万股 | -2,570股-9.29% | 减仓 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 2.9% | 3.09% | $454.4万 | 10.4万股 | $472.4万 | 9.8万股 | +5,834股+5.95% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 2.21% | 2.62% | $346.5万 | 11.5万股 | $400.7万 | 11.3万股 | +1,770股+1.57% | 加仓 |
 苹果AAPL |
| 1.56% | 1.35% | $244.6万 | 8,454股 | $206.2万 | 8,124股 | +330股+4.06% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.36% | 1.23% | $213.4万 | 2.0万股 | $188.2万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 1.24% | 1.02% | $194.6万 | 8,026股 | $155.8万 | 7,292股 | +734股+10.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.2% | 1.01% | $188.4万 | 2,523股 | $154.5万 | 2,376股 | +147股+6.19% | 加仓 |
| PPIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETFRAFE |
| 1.14% | 1% | $178.6万 | 3.7万股 | $152.9万 | 3.7万股 | +575股+1.57% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.97% | 0.87% | $152.2万 | 6,262股 | $133.3万 | 6,135股 | +127股+2.07% | 加仓 |
 微软MSFT |
| 0.81% | 0.33% | $127.8万 | 3,425股 | $51.0万 | 1,378股 | +2,047股+148.55% | 加仓 |
 GE航空GE |
| 0.78% | 0.78% | $122.8万 | 3,286股 | $119.7万 | 4,218股 | -932股-22.10% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.78% | 0.69% | $122.0万 | 8,928股 | $106.1万 | 8,957股 | -29股-0.32% | 减仓 |
 GE VernovaGEV |
| 0.64% | 0.49% | $100.2万 | 853股 | $75.4万 | 864股 | -11股-1.27% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.64% | 0.44% | $99.9万 | 2.6万股 | $67.6万 | 2.1万股 | +5,406股+25.95% | 加仓 |
 NUVEEN TAXABLE MUNICPAL INMNBB |
| 0.59% | 0.61% | $92.1万 | 5.8万股 | $92.5万 | 5.9万股 | -719股-1.22% | 减仓 |
| WWisdomTree信托DLS |
| 0.56% | 0.68% | $88.6万 | 1.1万股 | $103.8万 | 1.3万股 | -2,162股-16.97% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.53% | 0.18% | $83.0万 | 7,078股 | $27.4万 | 2,692股 | +4,386股+162.93% | 加仓 |
 宝洁PG |
| 0.51% | 0.53% | $80.0万 | 5,456股 | $81.6万 | 5,651股 | -195股-3.45% | 减仓 |
 强生JNJ |
| 0.51% | 0.5% | $79.8万 | 3,142股 | $76.1万 | 3,115股 | +27股+0.87% | 加仓 |
 美光科技MU |
| 0.51% | 0.18% | $79.6万 | 690股 | $28.0万 | 829股 | -139股-16.77% | 减仓 |
 康明斯CMI |
| 0.47% | 0.38% | $74.3万 | 1,042股 | $58.4万 | 1,086股 | -44股-4.05% | 减仓 |
 埃克森美孚XOM |
| 0.46% | 0.6% | $71.7万 | 5,245股 | $92.0万 | 5,423股 | -178股-3.28% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.42% | $68.0万 | 2,078股 | $64.8万 | 2,203股 | -125股-5.67% | 减仓 |
 艾伯维ABBV |
| 0.41% | 0.33% | $64.4万 | 2,561股 | $50.0万 | 2,298股 | +263股+11.44% | 加仓 |
| B纽约梅隆银行BK |
| 0.4% | 0.34% | $62.9万 | 4,353股 | $52.6万 | 4,430股 | -77股-1.74% | 减仓 |
 威瑞森VZ |
| 0.39% | 0.48% | $61.9万 | 1.5万股 | $73.7万 | 1.5万股 | -54股-0.37% | 减仓 |
 壳牌SHEL |
| 0.39% | 0.49% | $61.9万 | 7,978股 | $74.2万 | 7,983股 | -5股-0.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.37% | $58.1万 | 1,162股 | $57.0万 | 1,189股 | -27股-2.27% | 减仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 0.36% | 0.09% | $55.8万 | 4,894股 | $13.9万 | 1,363股 | +3,531股+259.06% | 加仓 |
 可口可乐KO |
| 0.34% | 0.33% | $53.7万 | 6,607股 | $50.8万 | 6,674股 | -67股-1.00% | 减仓 |
 高露洁CL |
| 0.33% | 0.32% | $51.6万 | 5,625股 | $49.1万 | 5,758股 | -133股-2.31% | 减仓 |
| UUBS AG LONDON BRANCHUCIB |
| 0.33% | 0.36% | $51.1万 | 1.6万股 | $54.5万 | 1.7万股 | -860股-5.20% | 减仓 |
 默沙东MRK |
| 0.32% | 0.31% | $50.6万 | 3,934股 | $46.7万 | 3,886股 | +48股+1.24% | 加仓 |
| AAT&TT |
| 0.32% | 0.45% | $50.1万 | 2.4万股 | $69.2万 | 2.4万股 | +370股+1.55% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.31% | 0.32% | $49.4万 | 6,434股 | $49.1万 | 6,365股 | +69股+1.08% | 加仓 |
| BBANK OF AMERBAC |
| 0.31% | 0.28% | $48.7万 | 8,549股 | $42.9万 | 8,805股 | -256股-2.91% | 减仓 |
 Meta平台META |
| 0.3% | 0.32% | $47.0万 | 835股 | $48.9万 | 855股 | -20股-2.34% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.27% | 0.32% | $42.1万 | 7,923股 | $48.8万 | 7,965股 | -42股-0.53% | 减仓 |
 雪佛龙CVX |
| 0.26% | 0.35% | $41.6万 | 2,507股 | $53.6万 | 2,589股 | -82股-3.17% | 减仓 |
 家得宝HD |
| 0.26% | 0.25% | $40.7万 | 1,153股 | $38.7万 | 1,176股 | -23股-1.96% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.25% | 0.25% | $39.2万 | 4,745股 | $38.5万 | 4,837股 | -92股-1.90% | 减仓 |
 联合太平洋铁路UNP |
| 0.25% | 0.25% | $39.2万 | 1,439股 | $38.9万 | 1,601股 | -162股-10.12% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.25% | 0.22% | $39.1万 | 3,541股 | $34.3万 | 3,531股 | +10股+0.28% | 加仓 |
 诺华NVS |
| 0.22% | 0.2% | $34.6万 | 2,208股 | $30.1万 | 1,970股 | +238股+12.08% | 加仓 |
 联合健康UNH |
| 0.21% | 0.15% | $33.6万 | 808股 | $22.4万 | 829股 | -21股-2.53% | 减仓 |
