| IiShares安硕信托IVV |
| 16.83% | 15.07% | $4,767.2万 | 10.0万股 | $4,044.4万 | 9.4万股 | +5,630股+5.98% | 加仓 |
 苹果AAPL |
| 5.6% | 5.34% | $1,587.3万 | 8.2万股 | $1,433.9万 | 8.4万股 | -1,308股-1.56% | 减仓 |
| IiShares安硕信托 |
| 5.37% | 5.58% | $1,521.1万 | 63.8万股 | $1,497.3万 | 62.8万股 | +9,452股+1.50% | 加仓 |
| PPacer基金信托COWZ |
| 4.54% | 4.61% | $1,285.5万 | 24.7万股 | $1,236.1万 | 25.0万股 | -2,813股-1.12% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 3.94% | 3.68% | $1,116.8万 | 7.6万股 | $988.5万 | 7.5万股 | +898股+1.20% | 加仓 |
| IiShares安硕信托IUSB |
| 3.45% | 3.71% | $977.9万 | 21.2万股 | $995.8万 | 22.8万股 | -1.6万股-6.82% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.29% | 2.79% | $932.6万 | 12.1万股 | $749.7万 | 10.0万股 | +2.1万股+21.40% | 加仓 |
| IiShares安硕信托EFV |
| 2.74% | 2.88% | $777.4万 | 14.9万股 | $773.6万 | 15.8万股 | -8,885股-5.62% | 减仓 |
| IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA |
| 2.54% | 0.38% | $718.9万 | 29.0万股 | $102.0万 | 4.2万股 | +24.8万股+593.69% | 加仓 |
| IiShares安硕信托EFG |
| 2.35% | 2.84% | $664.5万 | 6.9万股 | $761.2万 | 8.8万股 | -2.0万股-22.21% | 减仓 |
 家得宝HD |
| 2.17% | 2% | $615.8万 | 1.8万股 | $536.9万 | 1.8万股 | +3股+0.02% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.86% | 1.52% | $528.1万 | 4.3万股 | $407.7万 | 3.9万股 | +4,159股+10.70% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.69% | 1.7% | $479.3万 | 6.3万股 | $455.0万 | 6.3万股 | -178股-0.28% | 减仓 |
 微软MSFT |
| 1.68% | 1.5% | $477.1万 | 1.3万股 | $401.9万 | 1.3万股 | -42股-0.33% | 减仓 |
| IiShares安硕信托ICSH |
| 1.66% | 1.46% | $471.4万 | 9.3万股 | $391.2万 | 7.7万股 | +1.6万股+21.15% | 加仓 |
| J摩根大通交易所交易基金JPIN |
| 1.54% | 1.5% | $436.2万 | 8.0万股 | $401.5万 | 7.9万股 | +865股+1.09% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.5% | 1.52% | $425.1万 | 7.7万股 | $406.8万 | 7.6万股 | +1,359股+1.79% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.5% | 1.26% | $424.2万 | 4.3万股 | $339.3万 | 3.4万股 | +8,625股+25.46% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.36% | 1.32% | $384.8万 | 2.3万股 | $355.3万 | 2.3万股 | -280股-1.22% | 减仓 |
| IiShares安硕IEMG |
| 1.27% | 1.31% | $359.1万 | 7.1万股 | $351.8万 | 7.4万股 | -2,921股-3.95% | 减仓 |
 可口可乐KO |
| 1.24% | 1.25% | $351.3万 | 6.0万股 | $335.5万 | 6.0万股 | -314股-0.52% | 减仓 |
 艾伯维ABBV |
| 1.07% | 1.08% | $302.2万 | 2.0万股 | $290.3万 | 1.9万股 | +24股+0.12% | 加仓 |
 强生JNJ |
| 1.03% | 1.09% | $292.2万 | 1.9万股 | $291.9万 | 1.9万股 | -97股-0.52% | 减仓 |
| IiShares安硕·COREIJR |
| 0.94% | 0.83% | $267.2万 | 2.5万股 | $222.9万 | 2.4万股 | +1,054股+4.46% | 加仓 |
 埃克森美孚XOM |
| 0.88% | 1.1% | $250.1万 | 2.5万股 | $294.1万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.88% | 0.83% | $249.8万 | 1.1万股 | $222.2万 | 1.1万股 | -30股-0.26% | 减仓 |
 南方电力SO |
| 0.86% | 0.84% | $243.7万 | 3.5万股 | $224.7万 | 3.5万股 | +43股+0.12% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.83% | 0.8% | $236.4万 | 1.6万股 | $214.4万 | 1.6万股 | -68股-0.42% | 减仓 |
 德州仪器TXN |
| 0.83% | 0.82% | $235.1万 | 1.4万股 | $219.4万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕EEMV |
| 0.82% | 0.87% | $230.9万 | 4.2万股 | $233.9万 | 4.4万股 | -2,305股-5.26% | 减仓 |
 亚马逊AMZN |
| 0.72% | 0.63% | $203.5万 | 1.3万股 | $170.1万 | 1.3万股 | +10股+0.07% | 加仓 |
| IiShares安硕信托USMV |
| 0.72% | 1.05% | $203.1万 | 2.6万股 | $281.5万 | 3.9万股 | -1.3万股-33.07% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.69% | — | $194.3万 | 8,699股 | $0 | 0股 | +8,699股 | 新买入 |
 宝洁PG |
| 0.67% | 0.72% | $190.2万 | 1.3万股 | $192.4万 | 1.3万股 | -213股-1.61% | 减仓 |
 iShares安硕·MBSACGL |
| 0.67% | 0.74% | $188.6万 | 2.0万股 | $199.6万 | 2.2万股 | -2,437股-10.84% | 减仓 |
| IiShares安硕信托VLUE |
| 0.62% | 0.58% | $175.1万 | 1.7万股 | $155.3万 | 1.7万股 | +195股+1.14% | 加仓 |
| IiShares安硕信托ITOT |
| 0.6% | 0.57% | $170.3万 | 1.6万股 | $152.5万 | 1.6万股 | -9股-0.06% | 减仓 |
| IiShares安硕信托PFF |
| 0.59% | 0.63% | $167.2万 | 5.4万股 | $169.0万 | 5.6万股 | -2,445股-4.36% | 减仓 |
| IiShares安硕信托 |
| 0.59% | 0.59% | $165.8万 | 7.1万股 | $157.4万 | 6.8万股 | +3,587股+5.29% | 加仓 |
| IiShares安硕信托IVW |
| 0.57% | 0.48% | $161.2万 | 2.1万股 | $128.8万 | 1.9万股 | +2,649股+14.07% | 加仓 |
| IiShares安硕信托IFRA |
| 0.57% | 0.56% | $160.4万 | 4.0万股 | $149.6万 | 4.1万股 | -1,057股-2.59% | 减仓 |
| IiShares安硕信托LQD |
| 0.56% | 0.3% | $159.9万 | 1.4万股 | $79.2万 | 7,764股 | +6,685股+86.10% | 加仓 |
| IISHARES TR IBONDS DEC24 ETFIBDP |
| 0.56% | 0.58% | $157.3万 | 6.3万股 | $155.7万 | 6.3万股 | +178股+0.28% | 加仓 |
| V先锋领航·TOTALBND |
| 0.54% | 0.58% | $154.1万 | 2.1万股 | $155.9万 | 2.2万股 | -1,390股-6.22% | 减仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.53% | $149.7万 | 1.4万股 | $142.8万 | 1.5万股 | -941股-6.19% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.52% | 0.5% | $147.5万 | 2.4万股 | $135.2万 | 2.4万股 | -122股-0.51% | 减仓 |
| AAvantis·U SAVUV |
| 0.49% | 0.44% | $137.5万 | 1.5万股 | $119.3万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 0.49% | 0.51% | $137.4万 | 8,759股 | $136.2万 | 9,746股 | -987股-10.13% | 减仓 |
| IIBMIBM |
| 0.43% | 0.39% | $121.4万 | 7,422股 | $104.1万 | 7,422股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXN |
| 0.39% | 0.41% | $110.8万 | 1.6万股 | $109.3万 | 1.9万股 | -2,638股-13.96% | 减仓 |
