| V先锋领航全球基金ESGV |
| 45.91% | 45.15% | $7,292.0万 | 55.1万股 | $5,923.6万 | 52.8万股 | +2.4万股+4.51% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 15.08% | 15.96% | $2,395.4万 | 23.3万股 | $2,094.2万 | 21.9万股 | +1.4万股+6.39% | 加仓 |
| IiShares安硕ESGE |
| 5.08% | 4.92% | $807.3万 | 14.8万股 | $645.0万 | 14.2万股 | +5,767股+4.07% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 4.76% | 4.67% | $756.7万 | 13.5万股 | $612.7万 | 13.0万股 | +4,956股+3.80% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 3.65% | 3.72% | $580.4万 | 24.5万股 | $488.0万 | 22.7万股 | +1.8万股+7.93% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.63% | 3.42% | $576.8万 | 2.6万股 | $448.7万 | 2.3万股 | +2,893股+12.37% | 加仓 |
| IiShares安硕信托DSI |
| 2.06% | 2.14% | $327.6万 | 2.3万股 | $280.6万 | 2.3万股 | -146股-0.63% | 减仓 |
 苹果AAPL |
| 1.61% | 1.75% | $255.8万 | 8,841股 | $229.4万 | 9,040股 | -199股-2.20% | 减仓 |
| IiShares安硕信托IMCG |
| 1.35% | 1.06% | $214.0万 | 2.2万股 | $139.0万 | 1.8万股 | +4,124股+23.37% | 加仓 |
| V先锋领航指数基金VBK |
| 1.27% | 1.01% | $201.2万 | 5,499股 | $132.4万 | 4,379股 | +1,120股+25.58% | 加仓 |
| SSPDR道富指数基金QEFA |
| 1.15% | 1.12% | $182.0万 | 1.9万股 | $147.3万 | 1.6万股 | +3,165股+20.05% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.1% | 1.3% | $175.0万 | 7,397股 | $170.9万 | 7,945股 | -548股-6.90% | 减仓 |
| SSPDR道富系列信托SPYD |
| 0.97% | 0.89% | $154.6万 | 3.2万股 | $117.1万 | 2.6万股 | +6,684股+25.98% | 加仓 |
 美光科技MU |
| 0.96% | 0.38% | $152.9万 | 1,325股 | $50.2万 | 1,487股 | -162股-10.89% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.71% | 0.95% | $112.4万 | 4,455股 | $124.3万 | 6,852股 | -2,397股-34.98% | 减仓 |
| V先锋领航指数基金VOO |
| 0.69% | 0.74% | $109.1万 | 1,588股 | $96.8万 | 1,620股 | -32股-1.98% | 减仓 |
| IISHARES MSCI EUROZONE USD HEDGEDHEZU |
| 0.68% | 0.59% | $108.7万 | 2.2万股 | $77.6万 | 1.8万股 | +3,916股+22.06% | 加仓 |
 英伟达NVDA |
| 0.59% | 0.6% | $93.6万 | 4,677股 | $78.8万 | 4,518股 | +159股+3.52% | 加仓 |
 微软MSFT |
| 0.54% | 0.65% | $86.2万 | 2,310股 | $85.0万 | 2,297股 | +13股+0.57% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.54% | 0.4% | $86.0万 | 4,512股 | $51.9万 | 3,907股 | +605股+15.49% | 加仓 |
| IiShares安硕信托IVV |
| 0.52% | 0.31% | $83.3万 | 1,112股 | $40.3万 | 617股 | +495股+80.23% | 加仓 |
| IiShares安硕信托IWD |
| 0.51% | 0.58% | $81.3万 | 3,355股 | $75.8万 | 3,548股 | -193股-5.44% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.42% | 0.43% | $67.2万 | 1.3万股 | $56.1万 | 1.2万股 | +1,037股+8.68% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.34% | 0.56% | $54.4万 | 1,809股 | $73.7万 | 2,973股 | -1,164股-39.15% | 减仓 |
 AMD超威AMD |
| 0.34% | — | $53.8万 | 926股 | $0 | 0股 | +926股 | 新买入 |
| IiShares安硕信托DGRO |
| 0.34% | 0.38% | $53.7万 | 7,080股 | $50.4万 | 7,175股 | -95股-1.32% | 减仓 |
 亚马逊AMZN |
| 0.33% | 0.34% | $52.0万 | 2,181股 | $44.0万 | 2,111股 | +70股+3.32% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.92% | $50.4万 | 4,057股 | $121.3万 | 2,845股 | +1,212股+42.60% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.31% | 0.34% | $49.2万 | 6,911股 | $44.3万 | 6,910股 | +1股+0.01% | 加仓 |
 谷歌AGOOGL |
| 0.26% | 0.24% | $41.5万 | 1,162股 | $31.2万 | 1,086股 | +76股+7.00% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.24% | 0.54% | $38.9万 | 553股 | $71.3万 | 1,156股 | -603股-52.16% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.64% | $36.0万 | 482股 | $84.5万 | 1,299股 | -817股-62.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.27% | $34.2万 | 969股 | $35.1万 | 1,223股 | -254股-20.77% | 减仓 |
| IiShares安硕信托IEI |
| 0.21% | 0.29% | $33.9万 | 2,824股 | $38.2万 | 3,196股 | -372股-11.64% | 减仓 |
 强生JNJ |
| 0.21% | 0.23% | $33.8万 | 1,332股 | $30.5万 | 1,249股 | +83股+6.65% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.2% | 0.21% | $31.1万 | 5,216股 | $28.2万 | 5,216股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.19% | 0.17% | $30.4万 | 2,547股 | $22.2万 | 318股 | +2,229股+700.94% | 加仓 |
 礼来LLY |
| 0.19% | 0.16% | $30.2万 | 252股 | $21.6万 | 235股 | +17股+7.23% | 加仓 |
| WWisdomTree信托EZM |
| 0.19% | 0.21% | $30.1万 | 3,973股 | $27.2万 | 4,043股 | -70股-1.73% | 减仓 |
| IiShares安硕信托IJK |
| 0.18% | 0.19% | $28.6万 | 2,437股 | $24.5万 | 2,435股 | +2股+0.08% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.18% | — | $28.5万 | 841股 | $0 | 0股 | +841股 | 新买入 |
 博通AVGO |
| 0.18% | 0.16% | $28.3万 | 749股 | $20.8万 | 673股 | +76股+11.29% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.18% | 0.21% | $28.0万 | 2,386股 | $27.1万 | 2,490股 | -104股-4.18% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.17% | 0.17% | $27.7万 | 1,793股 | $22.4万 | 1,694股 | +99股+5.84% | 加仓 |
| S道富SPSM |
| 0.17% | 0.17% | $26.4万 | 4,570股 | $22.5万 | 4,666股 | -96股-2.06% | 减仓 |
| IiShares安硕信托IVW |
| 0.17% | — | $26.3万 | 1,909股 | $0 | 0股 | +1,909股 | 新买入 |
| B贝莱德ETF信托DYNF |
| 0.16% | — | $25.1万 | 3,697股 | $0 | 0股 | +3,697股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.14% | — | $22.6万 | 995股 | $0 | 0股 | +995股 | 新买入 |
| TTidal·TRUST ISPUS |
| 0.14% | — | $22.2万 | 3,855股 | $0 | 0股 | +3,855股 | 新买入 |
| LLISTED FDS TRHLAL |
| 0.14% | — | $22.1万 | 3,100股 | $0 | 0股 | +3,100股 | 新买入 |
