| SSPDR标普500 ETFSPY |
| 4.39% | 0.85% | $1,204.9万 | 1.6万股 | $196.1万 | 3,007股 | +1.3万股+435.22% | 加仓 |
| IiShares安硕信托GJS |
| 3.64% | 3.73% | $1,001.2万 | 44.0万股 | $864.7万 | 37.7万股 | +6.2万股+16.46% | 加仓 |
 苹果AAPL |
| 3.57% | 3.21% | $981.2万 | 3.4万股 | $743.9万 | 2.9万股 | +4,596股+15.68% | 加仓 |
| V先锋领航指数基金VOO |
| 3.44% | 3.63% | $944.9万 | 1.4万股 | $840.0万 | 1.4万股 | -299股-2.13% | 减仓 |
 英伟达NVDA |
| 3.2% | 3.27% | $877.8万 | 4.4万股 | $758.4万 | 4.3万股 | +388股+0.89% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.81% | <0.01% | $773.3万 | 6.1万股 | $2,194 | 20股 | +6.0万股+302,400.00% | 加仓 |
| NNUSHARES ETF TRNUBD |
| 2.52% | 3.04% | $693.1万 | 31.3万股 | $704.1万 | 31.7万股 | -3,909股-1.23% | 减仓 |
 亚马逊AMZN |
| 2.49% | 2.49% | $682.8万 | 2.9万股 | $576.6万 | 2.8万股 | +962股+3.47% | 加仓 |
| V先锋领航全球基金VSGX |
| 2.42% | 2% | $663.6万 | 8.1万股 | $462.4万 | 6.4万股 | +1.6万股+25.03% | 加仓 |
| IiShares安硕信托IEFA |
| 2.32% | 2.54% | $638.4万 | 6.6万股 | $588.0万 | 6.5万股 | +1,156股+1.78% | 加仓 |
| IiShares安硕信托AGG |
| 2.25% | 2.14% | $619.4万 | 6.3万股 | $495.4万 | 5.0万股 | +1.3万股+25.40% | 加仓 |
| V先锋领航全球基金ESGV |
| 2.02% | 1.25% | $555.5万 | 4.2万股 | $290.3万 | 2.6万股 | +1.6万股+62.46% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 1.73% | 0.26% | $474.4万 | 5.0万股 | $59.6万 | 7,450股 | +4.3万股+574.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.72% | 1.15% | $471.9万 | 1.3万股 | $266.4万 | 9,286股 | +4,069股+43.82% | 加仓 |
 谷歌AGOOGL |
| 1.59% | 1.27% | $436.2万 | 1.2万股 | $294.9万 | 1.0万股 | +1,948股+18.99% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.57% | 1% | $431.4万 | 9.1万股 | $231.7万 | 4.9万股 | +4.2万股+86.76% | 加仓 |
| IiShares安硕信托CMF |
| 1.46% | 1.69% | $401.0万 | 7.0万股 | $392.7万 | 6.9万股 | +508股+0.74% | 加仓 |
| IiShares安硕信托IVV |
| 1.39% | 1.41% | $382.1万 | 5,103股 | $326.0万 | 4,991股 | +112股+2.24% | 加仓 |
| IIMPACT SHARES WOMENS EMPOWERMENT ETFWOMN |
| 1.32% | 1.48% | $362.1万 | 8.5万股 | $343.8万 | 8.7万股 | -1,480股-1.70% | 减仓 |
| IiShares安硕信托EFG |
| 1.28% | 0.16% | $350.4万 | 2.8万股 | $36.7万 | 3,292股 | +2.5万股+755.38% | 加仓 |
| SSTANCE SUSTAINABLE BETA ETFCHGX |
| 1.27% | 1.29% | $347.5万 | 10.5万股 | $299.7万 | 11.2万股 | -7,096股-6.35% | 减仓 |
| SSPDR黄金信托GLD |
| 1.25% | 1.76% | $344.6万 | 9,354股 | $408.3万 | 9,490股 | -136股-1.43% | 减仓 |
 微软MSFT |
| 1.24% | 0.97% | $341.7万 | 9,159股 | $224.6万 | 6,068股 | +3,091股+50.94% | 加仓 |
| TTidal·TRUST IJSTC |
| 1.23% | 1.17% | $338.9万 | 14.8万股 | $271.0万 | 13.9万股 | +9,069股+6.52% | 加仓 |
| I景顺QQQ信托VOO |
| 1.23% | 1.2% | $338.4万 | 4,590股 | $277.9万 | 4,816股 | -226股-4.69% | 减仓 |
 摩根大通JPM |
| 1.23% | 0.98% | $337.4万 | 1.0万股 | $227.9万 | 7,747股 | +2,559股+33.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.16% | 1.25% | $319.5万 | 6,385股 | $290.0万 | 6,051股 | +334股+5.52% | 加仓 |
 博通AVGO |
| 1.06% | 1.02% | $292.5万 | 7,743股 | $236.0万 | 7,624股 | +119股+1.56% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.03% | 1.2% | $283.4万 | 3.6万股 | $277.7万 | 3.5万股 | +963股+2.72% | 加仓 |
 泛林集团LRCX |
| 1.02% | 0.63% | $280.5万 | 6,468股 | $146.4万 | 6,844股 | -376股-5.49% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.99% | 1.2% | $271.9万 | 3.5万股 | $278.0万 | 3.6万股 | -567股-1.57% | 减仓 |
| IiShares安硕信托DMXF |
| 0.99% | 1.05% | $271.8万 | 3.2万股 | $244.3万 | 3.2万股 | -254股-0.78% | 减仓 |
 强生JNJ |
| 0.96% | 0.78% | $264.5万 | 1.0万股 | $181.7万 | 7,434股 | +2,979股+40.07% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.95% | 0.71% | $262.0万 | 5.0万股 | $165.3万 | 3.7万股 | +1.4万股+37.06% | 加仓 |
 礼来LLY |
| 0.92% | 0.86% | $251.4万 | 2,096股 | $198.9万 | 2,163股 | -67股-3.10% | 减仓 |
| IiShares安硕信托DGRO |
| 0.91% | 0.97% | $249.6万 | 3.3万股 | $225.1万 | 3.2万股 | +862股+2.69% | 加仓 |
| G通用动力VTI |
| 0.85% | 0.87% | $232.7万 | 6,290股 | $201.2万 | 6,272股 | +18股+0.29% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.83% | 0.88% | $226.9万 | 2.7万股 | $203.8万 | 2.6万股 | +117股+0.44% | 加仓 |
| IISHARES TRERET |
| 0.75% | 0.63% | $205.1万 | 7.1万股 | $145.9万 | 5.4万股 | +1.7万股+31.90% | 加仓 |
 高盛GS |
| 0.73% | 0.72% | $199.4万 | 1,971股 | $166.5万 | 1,969股 | +2股+0.10% | 加仓 |
| IiShares安硕信托IGRO |
| 0.67% | 0.75% | $184.0万 | 2.1万股 | $172.9万 | 2.1万股 | +278股+1.35% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.65% | 0.71% | $179.4万 | 4.5万股 | $164.2万 | 3.5万股 | +9,661股+27.47% | 加仓 |
 PALO ALTOPANW |
| 0.64% | 0.34% | $175.9万 | 5,158股 | $79.3万 | 4,944股 | +214股+4.33% | 加仓 |
| IiShares安硕信托NYF |
| 0.63% | 0.86% | $174.4万 | 3.2万股 | $200.2万 | 3.8万股 | -5,333股-14.15% | 减仓 |
| IIMPACT SHARES NAACP MINORITY EMPOWERMENT ETFNACP |
| 0.61% | 0.55% | $168.3万 | 2.8万股 | $126.5万 | 2.6万股 | +1,526股+5.84% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.6% | 0.61% | $166.0万 | 2.3万股 | $140.5万 | 2.3万股 | +61股+0.27% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.58% | 0.62% | $159.9万 | 1.9万股 | $144.1万 | 1.9万股 | -104股-0.54% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.57% | 0.68% | $157.1万 | 3.4万股 | $157.7万 | 3.4万股 | -28股-0.08% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.55% | 0.72% | $151.6万 | 9,594股 | $166.5万 | 1.1万股 | -1,648股-14.66% | 减仓 |
 联合太平洋铁路UNP |
| 0.55% | 0.53% | $150.0万 | 5,514股 | $122.4万 | 5,046股 | +468股+9.27% | 加仓 |
