| IiShares安硕信托AGG |
| 15.36% | 16.43% | $3,670.1万 | 37.1万股 | $3,584.8万 | 36.1万股 | +9,674股+2.68% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 10.86% | 9.6% | $2,593.0万 | 12.2万股 | $2,094.6万 | 10.9万股 | +1.3万股+11.66% | 加仓 |
| SSPDR黄金信托GLD |
| 8.27% | 10.9% | $1,974.3万 | 5.4万股 | $2,378.8万 | 5.5万股 | -1,689股-3.06% | 减仓 |
| IiShares安硕信托IVV |
| 6.72% | 6.43% | $1,604.6万 | 2.1万股 | $1,403.8万 | 2.1万股 | -66股-0.31% | 减仓 |
| IiShares安硕·COREIJR |
| 5.93% | 5.28% | $1,415.4万 | 9.5万股 | $1,153.2万 | 9.3万股 | +2,661股+2.87% | 加仓 |
| SSTATE STREET GLOBAL ALLOCATION ETFGAL |
| 3.78% | 3.97% | $903.7万 | 17.1万股 | $866.9万 | 17.5万股 | -4,109股-2.35% | 减仓 |
 英伟达NVDA |
| 3.7% | 3.55% | $884.8万 | 4.4万股 | $773.8万 | 4.4万股 | -152股-0.34% | 减仓 |
| IiShares安硕·COREIJH |
| 3.66% | 3.36% | $873.1万 | 11.3万股 | $733.1万 | 10.9万股 | +4,671股+4.30% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 3.31% | 3.29% | $790.8万 | 18.3万股 | $718.5万 | 18.2万股 | +1,087股+0.60% | 加仓 |
 史赛克SYK |
| 3.08% | 3.54% | $736.6万 | 2.3万股 | $772.7万 | 2.4万股 | -121股-0.51% | 减仓 |
| WWORLD GOLD TRGLD |
| 3.04% | 3.63% | $725.9万 | 9.1万股 | $792.7万 | 8.6万股 | +5,875股+6.87% | 加仓 |
 苹果AAPL |
| 2.44% | 2.35% | $583.5万 | 2.0万股 | $512.4万 | 2.0万股 | -24股-0.12% | 减仓 |
| G通用动力VTI |
| 2.24% | 2.16% | $536.0万 | 1.4万股 | $472.4万 | 1.5万股 | -239股-1.62% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 2.19% | 2.3% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 2.15% | 1.89% | $513.7万 | 1.2万股 | $412.4万 | 1.2万股 | +526股+4.56% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.09% | 1.72% | $499.0万 | 1.6万股 | $374.4万 | 1.6万股 | +715股+4.54% | 加仓 |
| I景顺QQQ信托VOO |
| 1.84% | 1.58% | $440.4万 | 5,980股 | $345.4万 | 5,984股 | -4股-0.07% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 1.66% | 1.91% | $396.3万 | 7.8万股 | $416.0万 | 8.2万股 | -3,984股-4.86% | 减仓 |
| IiShares安硕信托MTUM |
| 1.66% | 1.3% | $395.9万 | 1.2万股 | $284.2万 | 1.2万股 | -293股-2.47% | 减仓 |
| V先锋领航全球基金VGT |
| 1.53% | 1.22% | $366.0万 | 3.1万股 | $267.0万 | 3,826股 | +2.7万股+700.29% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.2% | 1.14% | $286.1万 | 3,831股 | $249.2万 | 3,831股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 0.84% | $234.2万 | 4,680股 | $183.7万 | 3,833股 | +847股+22.10% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.82% | 0.46% | $196.5万 | 3,067股 | $100.8万 | 3,067股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.79% | 0.82% | $187.8万 | 3.3万股 | $178.1万 | 1.7万股 | +1.7万股+99.10% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.66% | $160.4万 | 6,730股 | $144.1万 | 6,921股 | -191股-2.76% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.67% | 0.92% | $158.9万 | 3.5万股 | $200.5万 | 4.4万股 | -9,030股-20.55% | 减仓 |
 埃克森美孚XOM |
| 0.66% | 0.66% | $157.7万 | 1.2万股 | $144.2万 | 8,501股 | +3,036股+35.71% | 加仓 |
| IiShares黄金信托IAU |
| 0.57% | 0.73% | $135.9万 | 1.8万股 | $158.4万 | 1.8万股 | +37股+0.21% | 加仓 |
| IiShares安硕信托SGOV |
| 0.55% | 0.64% | $130.3万 | 1.3万股 | $139.2万 | 1.4万股 | -881股-6.37% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.49% | 0.53% | $118.0万 | 1.1万股 | $114.7万 | 1.2万股 | -452股-3.83% | 减仓 |
 卡特彼勒CAT |
| 0.34% | 0.25% | $81.3万 | 763股 | $54.1万 | 763股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.31% | 0.35% | $74.1万 | 9,025股 | $75.6万 | 9,161股 | -136股-1.48% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.3% | 0.3% | $70.7万 | 2,365股 | $64.4万 | 2,365股 | 00.00% | 持仓不变 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.28% | — | $68.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 雪佛龙CVX |
| 0.28% | 0.28% | $66.0万 | 3,980股 | $60.2万 | 2,910股 | +1,070股+36.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.22% | $60.2万 | 1,704股 | $48.9万 | 1,704股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托XAR |
| 0.25% | 0.25% | $60.0万 | 2,115股 | $53.7万 | 2,115股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.25% | 0.3% | $59.7万 | 5,268股 | $65.5万 | 5,268股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.22% | 0.31% | $52.8万 | 1,415股 | $66.8万 | 1,804股 | -389股-21.56% | 减仓 |
 特斯拉TSLA |
| 0.22% | 0.21% | $52.2万 | 1,240股 | $46.1万 | 1,240股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.22% | 0.22% | $51.9万 | 2,869股 | $47.4万 | 2,868股 | +1股+0.03% | 加仓 |
| IIBMIBM |
| 0.21% | 0.17% | $50.3万 | 1,787股 | $37.5万 | 1,547股 | +240股+15.51% | 加仓 |
| V先锋领航指数基金VOO |
| 0.21% | 0.19% | $49.1万 | 715股 | $41.1万 | 688股 | +27股+3.92% | 加仓 |
 思科CSCO |
| 0.2% | 0.15% | $48.4万 | 4,122股 | $31.7万 | 4,082股 | +40股+0.98% | 加仓 |
 罗克韦尔自动化ROK |
| 0.2% | — | $48.2万 | 974股 | $0 | 0股 | +974股 | 新买入 |
 ALTRIAMO |
| 0.19% | 0.19% | $45.6万 | 6,335股 | $41.8万 | 6,335股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.19% | 0.21% | $45.2万 | 3,956股 | $46.7万 | 3,936股 | +20股+0.51% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.18% | — | $42.2万 | 9,989股 | $0 | 0股 | +9,989股 | 新买入 |
 艾伯维ABBV |
| 0.17% | 0.13% | $41.7万 | 1,658股 | $29.4万 | 1,354股 | +304股+22.45% | 加仓 |
| V先锋领航全球基金VOX |
| 0.17% | 0.18% | $40.8万 | 2,216股 | $39.9万 | 2,216股 | 00.00% | 持仓不变 |
