| I景顺·S&PSPHQ |
| 4.16% | 5.23% | $1,269.1万 | 14.1万股 | $1,093.7万 | 14.5万股 | -4,604股-3.17% | 减仓 |
 苹果AAPL |
| 3.16% | 3.08% | $963.9万 | 3.3万股 | $645.3万 | 2.5万股 | +7,885股+31.01% | 加仓 |
| IiShares安硕信托IGRO |
| 2.88% | 3.89% | $877.7万 | 10.0万股 | $814.3万 | 9.7万股 | +2,600股+2.67% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.69% | 1.49% | $822.2万 | 11.5万股 | $312.6万 | 4.9万股 | +6.7万股+136.54% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.48% | 2.07% | $755.8万 | 1.0万股 | $433.7万 | 6,669股 | +3,452股+51.76% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.3% | 3.1% | $701.3万 | 17.0万股 | $648.9万 | 16.7万股 | +3,445股+2.07% | 加仓 |
| IiShares安硕·COREIJH |
| 2.28% | 3.72% | $695.2万 | 9.0万股 | $778.8万 | 11.5万股 | -2.5万股-21.83% | 减仓 |
| PProShares信托NOBL |
| 2.14% | 3.28% | $652.2万 | 11.6万股 | $685.4万 | 6.5万股 | +5.1万股+79.62% | 加仓 |
| SSPDR黄金信托GLD |
| 2.05% | 3.46% | $624.7万 | 1.7万股 | $723.4万 | 1.7万股 | +148股+0.88% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.86% | 3.2% | $566.2万 | 7.1万股 | $669.5万 | 7.2万股 | -935股-1.29% | 减仓 |
 谷歌AGOOGL |
| 1.74% | 1.93% | $531.8万 | 1.5万股 | $403.9万 | 1.4万股 | +833股+5.93% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.49% | 0.18% | $454.5万 | 2.9万股 | $38.6万 | 2,650股 | +2.7万股+1,011.51% | 加仓 |
| G通用动力VTI |
| 1.41% | 0.22% | $430.5万 | 1.2万股 | $46.0万 | 1,433股 | +1.0万股+711.79% | 加仓 |
| S道富SPMD |
| 1.4% | 1.78% | $426.8万 | 6.3万股 | $371.7万 | 6.3万股 | +417股+0.66% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.38% | 0.17% | $421.8万 | 5.1万股 | $36.2万 | 4,370股 | +4.7万股+1,067.80% | 加仓 |
| V先锋领航指数基金VB |
| 1.3% | 0.25% | $396.3万 | 1.3万股 | $53.0万 | 2,024股 | +1.1万股+546.00% | 加仓 |
| IiShares黄金信托IAU |
| 1.27% | 2.01% | $388.1万 | 5.1万股 | $421.6万 | 4.8万股 | +3,577股+7.48% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.26% | 0.11% | $383.7万 | 2.4万股 | $23.3万 | 1,681股 | +2.3万股+1,354.25% | 加仓 |
 微软MSFT |
| 1.25% | 1.64% | $382.6万 | 1.0万股 | $343.7万 | 9,284股 | +973股+10.48% | 加仓 |
 亚马逊AMZN |
| 1.2% | 1.5% | $366.9万 | 1.5万股 | $314.3万 | 1.5万股 | +302股+2.00% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.19% | 1.66% | $363.0万 | 4.7万股 | $346.9万 | 4.5万股 | +2,175股+4.85% | 加仓 |
| V先锋领航·TOTALBND |
| 1.18% | 0.79% | $361.3万 | 4.9万股 | $166.3万 | 2.3万股 | +2.7万股+117.91% | 加仓 |
 万事达MA |
| 1.17% | 1.22% | $357.7万 | 6,965股 | $256.3万 | 5,130股 | +1,835股+35.77% | 加仓 |
| F第一信托交易所交易基金FGD |
| 1.16% | 2.03% | $352.9万 | 11.0万股 | $425.6万 | 13.3万股 | -2.3万股-17.25% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.12% | 0.13% | $342.1万 | 4.3万股 | $26.3万 | 3,315股 | +4.0万股+1,205.88% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.12% | 1.39% | $340.7万 | 1.4万股 | $291.4万 | 1.4万股 | +847股+6.25% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.98% | 1.33% | $300.2万 | 1.9万股 | $278.8万 | 1.9万股 | +172股+0.91% | 加仓 |
| SSPDR道富系列信托TIPX |
| 0.98% | 1.06% | $299.4万 | 15.8万股 | $222.6万 | 11.6万股 | +4.2万股+36.37% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.97% | 0.1% | $296.3万 | 3.1万股 | $20.2万 | 2,280股 | +2.8万股+1,247.72% | 加仓 |
| V先锋领航·MIDVO |
| 0.95% | 0.15% | $289.7万 | 3.6万股 | $32.0万 | 1,114股 | +3.5万股+3,127.56% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.93% | 0.49% | $284.9万 | 4.8万股 | $101.8万 | 1.9万股 | +2.9万股+153.49% | 加仓 |
| S嘉信·USSCHX |
| 0.92% | 1.17% | $279.8万 | 9.5万股 | $244.4万 | 9.5万股 | -256股-0.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 1.28% | $279.3万 | 5,582股 | $267.5万 | 5,582股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IISPHD |
| 0.88% | 1.65% | $269.7万 | 5.3万股 | $346.2万 | 7.0万股 | -1.7万股-23.97% | 减仓 |
| V先锋领航指数基金VTV |
| 0.86% | 0.3% | $261.3万 | 1.2万股 | $61.8万 | 3,151股 | +8,837股+280.45% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.83% | 0.13% | $252.4万 | 5.6万股 | $26.9万 | 6,058股 | +5.0万股+828.82% | 加仓 |
 雷神技术RTX |
| 0.82% | — | $249.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.8% | 2.25% | $244.7万 | 4.6万股 | $471.1万 | 8.9万股 | -4.3万股-48.38% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.8% | 1.33% | $243.7万 | 3.2万股 | $278.9万 | 3.6万股 | -4,361股-12.07% | 减仓 |
| IiShares安硕信托WOOD |
| 0.69% | 1.02% | $211.1万 | 3.2万股 | $212.8万 | 3.0万股 | +1,870股+6.24% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.67% | — | $203.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 英伟达NVDA |
| 0.66% | 0.72% | $202.7万 | 1.0万股 | $150.8万 | 8,648股 | +1,482股+17.14% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.6% | — | $181.8万 | 9,200股 | $0 | 0股 | +9,200股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.56% | 0.5% | $170.7万 | 2,664股 | $105.4万 | 3,207股 | -543股-16.93% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.56% | 0.17% | $170.1万 | 4.1万股 | $35.6万 | 9,682股 | +3.1万股+321.08% | 加仓 |
| I景顺交易所交易基金IICGW |
| 0.55% | 0.79% | $168.4万 | 2.6万股 | $165.6万 | 2.6万股 | -278股-1.07% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.55% | 0.47% | $167.4万 | 4.2万股 | $99.1万 | 2.9万股 | +1.2万股+42.32% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.55% | — | $167.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| FFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDTDTT |
| 0.55% | 1.01% | $166.4万 | 7.0万股 | $211.4万 | 8.7万股 | -1.8万股-20.20% | 减仓 |
 摩根大通JPM |
| 0.54% | 0.41% | $163.8万 | 5,005股 | $84.8万 | 2,884股 | +2,121股+73.54% | 加仓 |
