| SSPDR标普500 ETFSPY |
| 25.26% | 24.73% | $2.87亿 | 38.4万股 | $2.51亿 | 38.6万股 | -2,229股-0.58% | 减仓 |
| V先锋领航·FTSEVEA |
| 7.65% | 7.94% | $8,690.0万 | 122.0万股 | $8,073.1万 | 126.0万股 | -4.0万股-3.19% | 减仓 |
| IiShares安硕IEMG |
| 7.26% | 7.12% | $8,246.2万 | 99.5万股 | $7,237.6万 | 103.8万股 | -4.2万股-4.07% | 减仓 |
| IiShares安硕信托EEM |
| 5.79% | 5.72% | $6,574.0万 | 96.1万股 | $5,815.8万 | 102.4万股 | -6.3万股-6.16% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 5.01% | 6.55% | $5,694.4万 | 115.6万股 | $6,656.7万 | 120.7万股 | -5.1万股-4.25% | 减仓 |
| WWisdomTree信托DGRW |
| 4.46% | 4.51% | $5,070.9万 | 53.0万股 | $4,585.6万 | 52.2万股 | +8,282股+1.59% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 2.78% | 2.86% | $3,162.5万 | 30.9万股 | $2,905.4万 | 30.7万股 | +2,041股+0.66% | 加仓 |
| IiShares安硕信托AGG |
| 2.23% | 2.34% | $2,529.0万 | 25.6万股 | $2,383.5万 | 24.0万股 | +1.5万股+6.42% | 加仓 |
 英伟达NVDA |
| 1.77% | 1.61% | $2,005.0万 | 10.0万股 | $1,634.4万 | 9.4万股 | +6,493股+6.93% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.45% | 1.39% | $1,649.1万 | 12.9万股 | $1,415.3万 | 12.9万股 | -1股-0.00% | 减仓 |
 苹果AAPL |
| 1.4% | 1.31% | $1,586.1万 | 5.5万股 | $1,328.2万 | 5.2万股 | +2,479股+4.74% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.34% | 1.28% | $1,519.6万 | 18.5万股 | $1,302.5万 | 18.3万股 | +1,444股+0.79% | 加仓 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 1.31% | 1.3% | $1,483.0万 | 21.3万股 | $1,317.1万 | 21.0万股 | +3,122股+1.48% | 加仓 |
| IiShares安硕信托GVI |
| 1.27% | 0.78% | $1,437.5万 | 13.4万股 | $788.8万 | 7.4万股 | +5.9万股+79.76% | 加仓 |
 微软MSFT |
| 1.17% | 1.28% | $1,323.7万 | 3.5万股 | $1,298.1万 | 3.5万股 | +416股+1.19% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.98% | 1.07% | $1,113.7万 | 22.2万股 | $1,088.8万 | 21.8万股 | +3,743股+1.72% | 加仓 |
| V先锋领航指数基金VOO |
| 0.81% | 0.79% | $921.1万 | 1.3万股 | $806.5万 | 1.3万股 | -85股-0.63% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.78% | 0.82% | $887.2万 | 4.0万股 | $833.8万 | 4.3万股 | -3,039股-6.99% | 减仓 |
 亚马逊AMZN |
| 0.77% | 0.74% | $876.4万 | 3.7万股 | $752.9万 | 3.6万股 | +622股+1.72% | 加仓 |
 科磊KLAC |
| 0.73% | 0.53% | $825.9万 | 2.7万股 | $542.3万 | 3,683股 | +2.4万股+643.25% | 加仓 |
 谷歌AGOOGL |
| 0.72% | 0.63% | $822.8万 | 2.3万股 | $637.1万 | 2.2万股 | +869股+3.92% | 加仓 |
 博通AVGO |
| 0.63% | 0.56% | $710.5万 | 1.9万股 | $571.4万 | 1.8万股 | +348股+1.89% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.56% | $701.9万 | 2.0万股 | $573.7万 | 2.0万股 | -134股-0.67% | 减仓 |
 摩根大通JPM |
| 0.59% | 0.58% | $668.6万 | 2.0万股 | $594.4万 | 2.0万股 | +219股+1.08% | 加仓 |
| IiShares安硕信托TIP |
| 0.55% | 0.61% | $626.7万 | 5.7万股 | $616.3万 | 5.6万股 | +1,427股+2.56% | 加仓 |
 PALO ALTOPANW |
| 0.53% | 0.28% | $602.6万 | 1.8万股 | $282.1万 | 1.8万股 | +72股+0.41% | 加仓 |
 万事达MA |
| 0.52% | 0.56% | $593.2万 | 1.2万股 | $568.6万 | 1.1万股 | +170股+1.49% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.52% | 0.4% | $589.6万 | 7.7万股 | $410.1万 | 6.0万股 | +1.8万股+29.33% | 加仓 |
| V先锋领航指数基金VXF |
| 0.51% | 0.44% | $578.5万 | 2.3万股 | $450.7万 | 2.2万股 | +1,598股+7.30% | 加仓 |
 林德LIN |
| 0.49% | 0.53% | $561.9万 | 1.1万股 | $534.0万 | 1.1万股 | +56股+0.52% | 加仓 |
| V先锋领航指数基金VB |
| 0.49% | 0.48% | $558.0万 | 1.8万股 | $489.5万 | 1.9万股 | -280股-1.50% | 减仓 |
 礼来LLY |
| 0.45% | 0.38% | $511.7万 | 4,266股 | $381.8万 | 4,151股 | +115股+2.77% | 加仓 |
 特斯拉TSLA |
| 0.44% | 0.43% | $499.6万 | 1.2万股 | $439.6万 | 1.2万股 | +52股+0.44% | 加仓 |
 台积电TSM |
| 0.43% | 0.34% | $490.1万 | 1.0万股 | $346.4万 | 1.0万股 | +13股+0.13% | 加仓 |
 雷神技术RTX |
| 0.39% | 0.43% | $439.7万 | 2.3万股 | $441.5万 | 2.3万股 | +286股+1.25% | 加仓 |
 Meta平台META |
| 0.38% | 0.42% | $434.7万 | 7,717股 | $425.8万 | 7,442股 | +275股+3.70% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.37% | 0.36% | $417.7万 | 1.0万股 | $364.0万 | 1.0万股 | -8股-0.08% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.36% | 0.21% | $408.5万 | 1.0万股 | $210.1万 | 6,604股 | +3,682股+55.75% | 加仓 |
 希捷STX |
| 0.34% | 0.18% | $386.8万 | 4,008股 | $183.0万 | 4,671股 | -663股-14.19% | 减仓 |
 穆迪MCO |
| 0.32% | 0.34% | $362.4万 | 8,001股 | $346.9万 | 7,951股 | +50股+0.63% | 加仓 |
 美国运通AXP |
| 0.31% | 0.31% | $354.6万 | 1.0万股 | $315.4万 | 1.0万股 | +56股+0.54% | 加仓 |
 LOWES COS COMLOW |
| 0.31% | 0.37% | $352.9万 | 1.6万股 | $375.9万 | 1.6万股 | +98股+0.62% | 加仓 |
| N新纪元能源NEE |
| 0.3% | 0.36% | $346.1万 | 3.9万股 | $365.7万 | 3.9万股 | +59股+0.15% | 加仓 |
 伊顿ETN |
| 0.3% | 0.32% | $337.4万 | 7,918股 | $328.6万 | 9,188股 | -1,270股-13.82% | 减仓 |
 可口可乐KO |
| 0.29% | 0.3% | $332.1万 | 4.1万股 | $309.0万 | 4.1万股 | +236股+0.58% | 加仓 |
 西部数据WDC |
| 0.29% | — | $327.6万 | 5,129股 | $0 | 0股 | +5,129股 | 新买入 |
 阿斯麦ASML |
| 0.29% | 0.22% | $324.9万 | 1,633股 | $219.3万 | 1,660股 | -27股-1.63% | 减仓 |
 好市多COST |
| 0.28% | 0.33% | $320.1万 | 3,422股 | $332.9万 | 3,341股 | +81股+2.42% | 加仓 |
 万豪MAR |
| 0.28% | 0.27% | $319.0万 | 8,608股 | $276.3万 | 8,449股 | +159股+1.88% | 加仓 |
 安费诺APH |
| 0.28% | 0.46% | $316.7万 | 1.8万股 | $469.6万 | 3.7万股 | -1.9万股-51.67% | 减仓 |
