| SSPDR标普500 ETFSPY |
| 41.17% | 43.87% | $1.11亿 | 14.8万股 | $9,420.0万 | 14.5万股 | +3,139股+2.17% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.28% | 1.52% | $1,417.9万 | 17.3万股 | $327.4万 | 4.6万股 | +12.7万股+274.79% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 3.31% | 3.24% | $887.6万 | 21.6万股 | $696.2万 | 19.6万股 | +2.0万股+10.40% | 加仓 |
 苹果AAPL |
| 3.08% | 3.18% | $827.5万 | 2.9万股 | $683.3万 | 2.7万股 | +1,675股+6.22% | 加仓 |
| S嘉信策略信托SCHD |
| 3.01% | 0.7% | $807.1万 | 25.5万股 | $150.7万 | 4.9万股 | +20.5万股+418.28% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 2.53% | 3.15% | $679.3万 | 17.2万股 | $676.8万 | 17.0万股 | +1,776股+1.04% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.2% | 2.09% | $590.3万 | 15.2万股 | $447.7万 | 12.8万股 | +2.4万股+19.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.98% | 2% | $532.2万 | 1.5万股 | $430.2万 | 1.5万股 | +66股+0.44% | 加仓 |
 亚马逊AMZN |
| 1.82% | 1.94% | $488.1万 | 2.0万股 | $417.3万 | 2.0万股 | +445股+2.22% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.45% | 0.66% | $388.8万 | 7.5万股 | $141.5万 | 3.1万股 | +4.4万股+139.75% | 加仓 |
 联合健康UNH |
| 1.31% | 1.11% | $351.0万 | 8,444股 | $237.7万 | 8,785股 | -341股-3.88% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.27% | 1.77% | $339.7万 | 4.3万股 | $380.8万 | 4.8万股 | -5,048股-10.51% | 减仓 |
 英伟达NVDA |
| 1.16% | 1% | $312.0万 | 1.6万股 | $215.6万 | 1.2万股 | +3,227股+26.10% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 1.1% | $299.1万 | 8,370股 | $235.3万 | 8,184股 | +186股+2.27% | 加仓 |
 微软MSFT |
| 1.03% | 1.12% | $277.5万 | 7,438股 | $240.4万 | 6,495股 | +943股+14.52% | 加仓 |
| SSPDR道富系列信托SPYD |
| 1.03% | 0.98% | $276.5万 | 5.8万股 | $210.1万 | 4.6万股 | +1.2万股+25.59% | 加仓 |
| IiShares安硕信托SGOV |
| 1.01% | 0.3% | $272.2万 | 2.7万股 | $63.8万 | 6,339股 | +2.1万股+326.47% | 加仓 |
 英特尔INTC |
| 0.9% | 0.43% | $242.4万 | 1.7万股 | $93.2万 | 2.1万股 | -3,769股-17.84% | 减仓 |
 Meta平台META |
| 0.84% | 0.94% | $224.2万 | 3,981股 | $201.9万 | 3,530股 | +451股+12.78% | 加仓 |
 艾伯维ABBV |
| 0.81% | 0.88% | $218.8万 | 8,694股 | $189.1万 | 8,694股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.72% | 0.63% | $192.3万 | 5,197股 | $135.1万 | 4,212股 | +985股+23.39% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.7% | 0.75% | $188.8万 | 1.2万股 | $161.8万 | 1.1万股 | +863股+7.82% | 加仓 |
 波音BA |
| 0.69% | 0.83% | $184.8万 | 8,539股 | $178.0万 | 8,941股 | -402股-4.50% | 减仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.69% | 0.82% | $184.0万 | 3.7万股 | $175.8万 | 3.8万股 | -268股-0.71% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.67% | 0.56% | $181.1万 | 9,504股 | $120.9万 | 9,100股 | +404股+4.44% | 加仓 |
| V先锋领航指数基金VOO |
| 0.66% | 0.68% | $176.4万 | 2,569股 | $146.0万 | 2,443股 | +126股+5.16% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.66% | 0.32% | $176.1万 | 4.3万股 | $68.3万 | 1.8万股 | +2.5万股+143.58% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.63% | — | $168.0万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| SSPDR行业精选信托XLP |
| 0.59% | 0.67% | $158.1万 | 1.9万股 | $143.7万 | 1.8万股 | +1,500股+8.56% | 加仓 |
 迪士尼DIS |
| 0.58% | 0.72% | $155.1万 | 1.6万股 | $155.5万 | 1.6万股 | -19股-0.12% | 减仓 |
| IiShares安硕信托TLT |
| 0.5% | 2.83% | $134.7万 | 1.6万股 | $608.3万 | 7.0万股 | -5.5万股-77.79% | 减仓 |
 好市多COST |
| 0.45% | 0.58% | $120.1万 | 1,284股 | $125.1万 | 1,255股 | +29股+2.31% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.44% | 0.47% | $118.5万 | 1.0万股 | $100.3万 | 9,200股 | +900股+9.78% | 加仓 |
| V先锋领航指数基金VB |
| 0.41% | 0.44% | $109.6万 | 3,616股 | $94.7万 | 3,614股 | +2股+0.06% | 加仓 |
| IiShares安硕信托AGG |
| 0.39% | 0.51% | $104.5万 | 1.1万股 | $110.0万 | 1.1万股 | -522股-4.71% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.39% | 0.43% | $104.4万 | 6,606股 | $91.8万 | 6,200股 | +406股+6.55% | 加仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.37% | 0.41% | $100.3万 | 5,500股 | $87.1万 | 5,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.36% | 0.44% | $97.9万 | 3.2万股 | $95.3万 | 3.1万股 | +706股+2.25% | 加仓 |
| IiShares安硕信托ITA |
| 0.36% | 0.41% | $97.0万 | 4,000股 | $87.5万 | 4,000股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.35% | — | $93.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航全球基金VPU |
| 0.34% | 0.43% | $92.0万 | 4,700股 | $93.1万 | 4,700股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.33% | 0.49% | $89.9万 | 3,916股 | $105.8万 | 4,886股 | -970股-19.85% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.33% | 0.38% | $88.3万 | 1.6万股 | $81.3万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.32% | 0.37% | $87.1万 | 1.3万股 | $80.1万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 0.31% | 0.28% | $83.6万 | 2,439股 | $59.7万 | 2,489股 | -50股-2.01% | 减仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.29% | 0.4% | $79.1万 | 1.6万股 | $85.4万 | 1.6万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.27% | 0.39% | $73.6万 | 1.0万股 | $82.9万 | 8,623股 | +1,684股+19.53% | 加仓 |
 辉瑞PFE |
| 0.27% | 0.38% | $71.4万 | 3.0万股 | $82.0万 | 2.9万股 | +453股+1.55% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.26% | 0.33% | $70.2万 | 1.5万股 | $69.9万 | 1.5万股 | +242股+1.59% | 加仓 |
| V先锋领航全球基金VDC |
| 0.26% | 0.31% | $69.0万 | 3,060股 | $67.6万 | 3,010股 | +50股+1.66% | 加仓 |
