| IiShares安硕信托IVV |
| 36.48% | 39.73% | $2,409.9万 | 3.2万股 | $2,727.7万 | 4.2万股 | -9,510股-22.77% | 减仓 |
| S嘉信策略信托SCHD |
| 16.04% | 19.72% | $1,059.5万 | 33.4万股 | $1,354.1万 | 44.1万股 | -10.7万股-24.30% | 减仓 |
| V先锋领航指数基金VOO |
| 15.62% | 23.29% | $1,032.2万 | 1.4万股 | $1,599.0万 | 2.8万股 | -1.4万股-49.41% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.69% | — | $442.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| SSPDR行业精选信托XLK |
| 5.17% | 6.03% | $341.7万 | 1.8万股 | $414.0万 | 3.1万股 | -1.3万股-42.42% | 减仓 |
| F富达·MERRIMACK STR TRFLDB |
| 3.79% | — | $250.2万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| FFUNDSTRAT GRANNYGRNY |
| 1.99% | 4.24% | $131.5万 | 4.8万股 | $291.4万 | 12.2万股 | -7.5万股-61.05% | 减仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 1.96% | — | $129.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.37% | 0.87% | $90.6万 | 1,213股 | $60.0万 | 923股 | +290股+31.42% | 加仓 |
| IiShares安硕信托DGRO |
| 0.97% | 0.86% | $64.4万 | 8,492股 | $59.3万 | 8,455股 | +37股+0.44% | 加仓 |
| SSPDR黄金信托GLD |
| 0.95% | 2.86% | $62.6万 | 1,700股 | $196.1万 | 4,558股 | -2,858股-62.70% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.85% | — | $55.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| G通用动力VTI |
| 0.78% | — | $51.8万 | 1,401股 | $0 | 0股 | +1,401股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | — | $49.1万 | 980股 | $0 | 0股 | +980股 | 新买入 |
 迪士尼DIS |
| 0.72% | 0.69% | $47.5万 | 4,930股 | $47.4万 | 4,917股 | +13股+0.26% | 加仓 |
| V先锋领航指数基金VB |
| 0.71% | — | $47.1万 | 2,031股 | $0 | 0股 | +2,031股 | 新买入 |
 苹果AAPL |
| 0.69% | 0.54% | $45.7万 | 1,581股 | $37.0万 | 1,459股 | +122股+8.36% | 加仓 |
| S嘉信策略信托SCHF |
| 0.65% | — | $43.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.62% | — | $41.1万 | 4,811股 | $0 | 0股 | +4,811股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.62% | — | $40.7万 | 2,259股 | $0 | 0股 | +2,259股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.61% | — | $40.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.5% | — | $32.9万 | 6,553股 | $0 | 0股 | +6,553股 | 新买入 |
| IIBMIBM |
| 0.49% | — | $32.5万 | 1,151股 | $0 | 0股 | +1,151股 | 新买入 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.43% | — | $28.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.31% | — | $20.4万 | 2,576股 | $0 | 0股 | +2,576股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.23% | — | $15.5万 | 1,802股 | $0 | 0股 | +1,802股 | 新买入 |
