| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 30.99% | 30.96% | $7,575.6万 | 223.9万股 | $6,552.4万 | 224.9万股 | -1.1万股-0.48% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 18.55% | 18.86% | $4,533.2万 | 130.2万股 | $3,991.1万 | 130.9万股 | -6,301股-0.48% | 减仓 |
| S嘉信·USSCHX |
| 14.97% | 15.22% | $3,659.9万 | 124.4万股 | $3,222.3万 | 125.7万股 | -1.3万股-1.05% | 减仓 |
| V先锋领航指数基金VOT |
| 8.01% | 7.76% | $1,957.5万 | 6.4万股 | $1,643.2万 | 6.4万股 | +59股+0.09% | 加仓 |
| S道富SLYG |
| 3.84% | 3.47% | $939.1万 | 7.9万股 | $735.5万 | 7.6万股 | +2,711股+3.56% | 加仓 |
| S嘉信策略信托SCHD |
| 3.56% | 3.95% | $870.8万 | 27.5万股 | $835.8万 | 27.2万股 | +2,196股+0.81% | 加仓 |
 苹果AAPL |
| 2.81% | 2.84% | $685.6万 | 2.4万股 | $602.0万 | 2.4万股 | -26股-0.11% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 1.03% | 1.07% | $252.4万 | 1.6万股 | $227.3万 | 1.6万股 | -351股-2.14% | 减仓 |
| I景顺QQQ信托VOO |
| 1.02% | — | $250.0万 | 3,395股 | $0 | 0股 | +3,395股 | 新买入 |
 英伟达NVDA |
| 0.97% | 0.97% | $236.6万 | 1.2万股 | $204.6万 | 1.2万股 | +93股+0.79% | 加仓 |
| IiShares安硕·COREIJR |
| 0.67% | 0.63% | $163.6万 | 1.1万股 | $134.3万 | 1.1万股 | +230股+2.13% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.61% | 0.68% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.58% | 0.41% | $140.7万 | 1.2万股 | $87.3万 | 1,251股 | +1.1万股+841.25% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.56% | 0.4% | $137.9万 | 7,238股 | $83.8万 | 6,302股 | +936股+14.85% | 加仓 |
| G通用动力VTI |
| 0.54% | 0.56% | $132.9万 | 3,591股 | $118.0万 | 3,679股 | -88股-2.39% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.51% | 0.51% | $124.5万 | 1.5万股 | $108.3万 | 1.4万股 | +521股+3.71% | 加仓 |
 波音BA |
| 0.49% | 0.53% | $118.6万 | 5,481股 | $111.6万 | 5,609股 | -128股-2.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.47% | 0.44% | $115.2万 | 3,261股 | $93.0万 | 3,241股 | +20股+0.62% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.41% | 0.42% | $100.3万 | 3.2万股 | $89.5万 | 3.2万股 | +122股+0.38% | 加仓 |
| IiShares安硕信托IMCG |
| 0.41% | 0.42% | $99.9万 | 1.0万股 | $89.9万 | 1.1万股 | -1,250股-10.95% | 减仓 |
| IiShares安硕信托IEFA |
| 0.41% | 0.44% | $99.1万 | 1.0万股 | $92.9万 | 1.0万股 | -3股-0.03% | 减仓 |
| IiShares安硕信托IVV |
| 0.39% | 0.39% | $95.8万 | 1,279股 | $83.3万 | 1,275股 | +4股+0.31% | 加仓 |
| IiShares安硕信托AGG |
| 0.39% | 0.49% | $94.5万 | 9,552股 | $103.5万 | 1.0万股 | -878股-8.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.43% | $94.0万 | 1,878股 | $90.7万 | 1,893股 | -15股-0.79% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.38% | 0.38% | $93.8万 | 3,428股 | $81.0万 | 3,426股 | +2股+0.06% | 加仓 |
 特斯拉TSLA |
| 0.36% | 0.38% | $88.6万 | 2,106股 | $79.4万 | 2,136股 | -30股-1.40% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.35% | 0.31% | $86.3万 | 5,070股 | $64.8万 | 4,470股 | +600股+13.42% | 加仓 |
 微软MSFT |
| 0.35% | 0.4% | $84.5万 | 2,266股 | $85.5万 | 2,309股 | -43股-1.86% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.35% | $84.2万 | 3,532股 | $73.5万 | 3,529股 | +3股+0.09% | 加仓 |
| IiShares安硕信托EFG |
| 0.31% | 0.33% | $74.9万 | 6,021股 | $69.1万 | 6,206股 | -185股-2.98% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.29% | $71.7万 | 5,773股 | $62.4万 | 1,463股 | +4,310股+294.60% | 加仓 |
| IiShares安硕信托ITA |
| 0.29% | 0.3% | $70.2万 | 2,894股 | $63.3万 | 2,892股 | +2股+0.07% | 加仓 |
| IiShares安硕信托IWY |
| 0.28% | 0.27% | $67.4万 | 2,318股 | $57.6万 | 2,316股 | +2股+0.09% | 加仓 |
| V先锋领航指数基金VUG |
| 0.27% | 0.25% | $67.2万 | 7,799股 | $52.9万 | 1,211股 | +6,588股+544.01% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.27% | 0.28% | $67.1万 | 5,947股 | $59.6万 | 5,767股 | +180股+3.12% | 加仓 |
 好市多COST |
| 0.26% | 0.33% | $64.7万 | 691股 | $68.8万 | 691股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.22% | 0.22% | $54.5万 | 9,027股 | $46.6万 | 8,969股 | +58股+0.65% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.22% | 0.21% | $53.2万 | 3,368股 | $43.4万 | 2,933股 | +435股+14.83% | 加仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.21% | 0.23% | $52.3万 | 6,776股 | $49.3万 | 7,007股 | -231股-3.30% | 减仓 |
 博通AVGO |
| 0.2% | 0.19% | $49.7万 | 1,315股 | $40.0万 | 1,293股 | +22股+1.70% | 加仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.18% | 0.26% | $44.5万 | 3.4万股 | $55.5万 | 3.3万股 | +790股+2.37% | 加仓 |
 谷歌AGOOGL |
| 0.17% | 0.16% | $42.0万 | 1,177股 | $34.7万 | 1,206股 | -29股-2.40% | 减仓 |
 AMERICAN HEALTHCARE REITAHR |
| 0.16% | 0.18% | $39.4万 | 7,549股 | $38.0万 | 8,056股 | -507股-6.29% | 减仓 |
| V先锋领航指数基金VTV |
| 0.16% | 0.11% | $38.3万 | 1,758股 | $24.1万 | 1,229股 | +529股+43.04% | 加仓 |
 埃克森美孚XOM |
| 0.14% | 0.22% | $34.4万 | 2,513股 | $45.9万 | 2,707股 | -194股-7.17% | 减仓 |
 摩根大通JPM |
| 0.13% | 0.14% | $33.0万 | 1,007股 | $29.3万 | 996股 | +11股+1.10% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.13% | 0.14% | $31.7万 | 3,836股 | $30.5万 | 3,835股 | +1股+0.03% | 加仓 |
 强生JNJ |
| 0.13% | 0.14% | $31.5万 | 1,239股 | $30.2万 | 1,236股 | +3股+0.24% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.11% | 0.11% | $27.4万 | 5,809股 | $23.3万 | 5,809股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.11% | 0.11% | $27.0万 | 2,639股 | $23.6万 | 2,639股 | 00.00% | 持仓不变 |
