| G通用动力VTI |
| 22.46% | 23.62% | $1.23亿 | 33.4万股 | $1.08亿 | 33.6万股 | -1,973股-0.59% | 减仓 |
| IiShares安硕信托IWD |
| 16.99% | 17.51% | $9,337.8万 | 38.5万股 | $7,981.1万 | 37.4万股 | +1.2万股+3.12% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 12.41% | 12.96% | $6,820.2万 | 31.1万股 | $5,908.3万 | 30.8万股 | +2,790股+0.91% | 加仓 |
| IiShares安硕信托GARP |
| 7.62% | 6.56% | $4,189.0万 | 50.7万股 | $2,992.6万 | 46.8万股 | +4.0万股+8.47% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 7.43% | 7.32% | $4,084.7万 | 75.6万股 | $3,336.3万 | 63.2万股 | +12.4万股+19.62% | 加仓 |
| CCAPITAL GRP SHRT DURATION INC ETFCGSD |
| 2.68% | 3.29% | $1,470.6万 | 57.2万股 | $1,500.5万 | 58.2万股 | -1.0万股-1.76% | 减仓 |
| V先锋领航指数基金VOO |
| 2.48% | 2.6% | $1,363.6万 | 2.0万股 | $1,185.1万 | 2.0万股 | +21股+0.11% | 加仓 |
| IiShares安硕信托ICSH |
| 2.03% | 1.78% | $1,118.2万 | 22.1万股 | $811.7万 | 16.0万股 | +6.1万股+37.76% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.82% | 1.81% | $1,001.0万 | 8.1万股 | $825.0万 | 1.9万股 | +6.1万股+316.66% | 加仓 |
 苹果AAPL |
| 1.59% | 1.77% | $875.4万 | 3.0万股 | $807.6万 | 3.2万股 | -1,571股-4.94% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTEQI |
| 1.28% | 1.13% | $701.9万 | 13.9万股 | $515.8万 | 11.5万股 | +2.5万股+21.58% | 加仓 |
| IiShares安硕信托DVY |
| 1.04% | 1.21% | $569.5万 | 3.6万股 | $552.4万 | 3.6万股 | -46股-0.13% | 减仓 |
| C资本集团股息价值CCBG |
| 0.9% | 0.66% | $493.4万 | 10.0万股 | $302.8万 | 7.1万股 | +2.9万股+40.68% | 加仓 |
 微软MSFT |
| 0.87% | 1.09% | $479.3万 | 1.3万股 | $495.0万 | 1.3万股 | -521股-3.90% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.66% | — | $360.3万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.61% | 0.49% | $334.0万 | 9.6万股 | $223.8万 | 7.6万股 | +2.1万股+27.14% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.55% | 0.25% | $302.8万 | 6.0万股 | $113.6万 | 2.2万股 | +3.7万股+167.37% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.48% | 0.51% | $265.2万 | 6,476股 | $230.9万 | 6,476股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.44% | 0.46% | $243.5万 | 1.3万股 | $208.0万 | 1.3万股 | +287股+2.23% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.42% | 0.29% | $232.7万 | 5.2万股 | $130.8万 | 3.4万股 | +1.8万股+53.62% | 加仓 |
| IiShares安硕信托IQLT |
| 0.39% | 0.41% | $216.3万 | 4.4万股 | $187.4万 | 4.1万股 | +3,119股+7.70% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.38% | 0.43% | $207.3万 | 4.1万股 | $197.2万 | 3.9万股 | +2,005股+5.12% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.39% | $205.2万 | 8,611股 | $178.0万 | 8,548股 | +63股+0.74% | 加仓 |
 英伟达NVDA |
| 0.36% | 0.35% | $195.4万 | 9,766股 | $161.3万 | 9,250股 | +516股+5.58% | 加仓 |
 特斯拉TSLA |
| 0.35% | 0.28% | $191.0万 | 4,542股 | $129.9万 | 3,494股 | +1,048股+29.99% | 加仓 |
 江森自控JCI |
| 0.31% | — | $172.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 卡特彼勒CAT |
| 0.31% | 0.31% | $171.2万 | 1,608股 | $142.0万 | 2,004股 | -396股-19.76% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.31% | 0.28% | $170.3万 | 2.1万股 | $127.5万 | 1.8万股 | +3,673股+20.67% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.31% | 0.25% | $168.1万 | 4.0万股 | $113.4万 | 2.7万股 | +1.3万股+48.17% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.3% | 0.33% | $162.3万 | 1.4万股 | $148.3万 | 1.3万股 | +1,094股+8.54% | 加仓 |
| IiShares安硕信托ITA |
| 0.29% | 0.31% | $159.7万 | 6,589股 | $139.4万 | 6,371股 | +218股+3.42% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.28% | 0.09% | $152.8万 | 1.7万股 | $38.9万 | 1,059股 | +1.6万股+1,541.74% | 加仓 |
 艾伯维ABBV |
| 0.27% | 0.28% | $149.8万 | 5,954股 | $128.1万 | 5,888股 | +66股+1.12% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.28% | $144.1万 | 1,930股 | $125.5万 | 1,930股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.26% | 0.3% | $143.8万 | 4.5万股 | $136.9万 | 4.5万股 | +740股+1.66% | 加仓 |
 谷歌AGOOGL |
| 0.26% | 0.26% | $141.2万 | 3,950股 | $120.2万 | 4,181股 | -231股-5.52% | 减仓 |
| C资本集团全球股票CGGE |
| 0.25% | 0.2% | $136.3万 | 3.9万股 | $92.8万 | 3.0万股 | +8,232股+27.05% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.23% | 0.26% | $127.5万 | 2.4万股 | $117.4万 | 2.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.24% | $115.3万 | 2,304股 | $110.4万 | 2,304股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.21% | 0.21% | $114.0万 | 8,624股 | $96.8万 | 8,624股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.21% | 0.25% | $113.7万 | 7,760股 | $114.2万 | 7,760股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.21% | 0.27% | $113.4万 | 3,464股 | $122.7万 | 4,171股 | -707股-16.95% | 减仓 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 0.2% | 0.17% | $108.8万 | 2.2万股 | $76.7万 | 1.7万股 | +4,360股+25.11% | 加仓 |
| I景顺QQQ信托VOO |
| 0.19% | 0.12% | $104.0万 | 1,413股 | $56.7万 | 982股 | +431股+43.89% | 加仓 |
| I景顺·S&PRWL |
| 0.19% | 0.15% | $103.7万 | 8,113股 | $70.6万 | 6,141股 | +1,972股+32.11% | 加仓 |
 宝洁PG |
| 0.19% | 0.22% | $103.0万 | 7,021股 | $101.4万 | 7,021股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSMR |
| 0.18% | 0.19% | $97.3万 | 4.1万股 | $87.3万 | 3.7万股 | +4,251股+11.52% | 加仓 |
 自由港麦克莫兰FCX |
| 0.18% | 0.2% | $97.0万 | 1.5万股 | $90.7万 | 1.5万股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.18% | 0.21% | $96.5万 | 1.3万股 | $94.0万 | 1.3万股 | +29股+0.23% | 加仓 |
 阿斯麦ASML |
| 0.17% | 0.13% | $92.3万 | 464股 | $61.3万 | 464股 | 00.00% | 持仓不变 |
