| S嘉信·USSCHX |
| 8.78% | 8.42% | $4,589.4万 | 155.9万股 | $3,999.4万 | 156.0万股 | -429股-0.03% | 减仓 |
| AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU |
| 6.34% | 6.21% | $3,313.4万 | 71.6万股 | $2,951.7万 | 70.6万股 | +1.0万股+1.48% | 加仓 |
| S嘉信策略信托SCHD |
| 5.69% | 6.07% | $2,977.5万 | 93.9万股 | $2,882.4万 | 94.0万股 | -544股-0.06% | 减仓 |
 谷歌AGOOGL |
| 3.31% | 3.02% | $1,732.2万 | 4.8万股 | $1,432.5万 | 5.0万股 | -1,342股-2.69% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.17% | 2.92% | $1,658.4万 | 41.2万股 | $1,386.8万 | 41.0万股 | +2,863股+0.70% | 加仓 |
 苹果AAPL |
| 3.13% | 3.06% | $1,634.8万 | 5.6万股 | $1,455.3万 | 5.7万股 | -846股-1.48% | 减仓 |
| VVictory组合IIJCPB |
| 3.03% | 4.69% | $1,585.9万 | 33.9万股 | $2,227.1万 | 47.4万股 | -13.5万股-28.52% | 减仓 |
| EETFS GOLD TRSGOL |
| 2.35% | 3.11% | $1,229.9万 | 32.2万股 | $1,475.9万 | 33.1万股 | -9,051股-2.74% | 减仓 |
 英伟达NVDA |
| 2.15% | 2.09% | $1,122.2万 | 5.6万股 | $993.4万 | 5.7万股 | -873股-1.53% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.92% | 0.28% | $1,005.1万 | 21.4万股 | $132.1万 | 2.8万股 | +18.6万股+663.13% | 加仓 |
 微软MSFT |
| 1.91% | 2.11% | $1,000.1万 | 2.7万股 | $1,000.0万 | 2.7万股 | -205股-0.76% | 减仓 |
| S嘉信策略信托SCHF |
| 1.86% | 1.79% | $970.9万 | 35.0万股 | $850.1万 | 34.3万股 | +7,022股+2.04% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 1.72% | 1.65% | $897.3万 | 12.0万股 | $782.3万 | 11.7万股 | +3,148股+2.70% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 1.64% | 1.72% | $856.4万 | 47.9万股 | $816.1万 | 46.0万股 | +1.9万股+4.18% | 加仓 |
 博通AVGO |
| 1.58% | 1.5% | $825.9万 | 2.2万股 | $710.5万 | 2.3万股 | -1,093股-4.76% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 1.55% | 1.6% | $812.6万 | 17.8万股 | $761.4万 | 17.7万股 | +1,282股+0.73% | 加仓 |
| V先锋领航指数基金VOO |
| 1.55% | 1.55% | $811.3万 | 1.2万股 | $734.7万 | 1.2万股 | -483股-3.93% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.4% | 1.39% | $732.7万 | 13.9万股 | $662.1万 | 12.7万股 | +1.2万股+9.81% | 加仓 |
 亚马逊AMZN |
| 1.37% | 1.31% | $716.6万 | 3.0万股 | $621.6万 | 3.0万股 | +219股+0.73% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.35% | 1.32% | $706.2万 | 20.9万股 | $629.3万 | 21.6万股 | -7,346股-3.40% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.33% | 1.38% | $694.0万 | 13.7万股 | $654.0万 | 13.1万股 | +6,167股+4.71% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.18% | 1.14% | $618.2万 | 15.0万股 | $542.5万 | 13.9万股 | +1.1万股+7.63% | 加仓 |
| IiShares安硕·COREIJH |
| 1.13% | 1.11% | $593.1万 | 7.7万股 | $526.9万 | 7.8万股 | -1,111股-1.42% | 减仓 |
 摩根大通JPM |
| 1.13% | 1.13% | $590.0万 | 1.8万股 | $537.4万 | 1.8万股 | -245股-1.34% | 减仓 |
 QUANTA SVCSPWR |
| 1.08% | 0.96% | $567.0万 | 7,874股 | $455.0万 | 8,288股 | -414股-5.00% | 减仓 |
| S嘉信策略信托SCHM |
| 1.05% | 0.98% | $551.3万 | 15.0万股 | $464.3万 | 15.0万股 | -431股-0.29% | 减仓 |
 强生JNJ |
| 1.03% | 1.1% | $539.3万 | 2.1万股 | $522.2万 | 2.1万股 | -128股-0.60% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.96% | 0.94% | $502.4万 | 14.4万股 | $445.3万 | 14.6万股 | -1,671股-1.14% | 减仓 |
 PALO ALTOPANW |
| 0.9% | 0.47% | $471.5万 | 1.4万股 | $221.9万 | 1.4万股 | -15股-0.11% | 减仓 |
| V先锋领航·MIDVO |
| 0.9% | 0.88% | $468.1万 | 5.8万股 | $419.4万 | 1.5万股 | +4.3万股+297.84% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.88% | 0.84% | $459.0万 | 5.5万股 | $397.1万 | 5.3万股 | +1,924股+3.64% | 加仓 |
| S嘉信·USSCHA |
| 0.87% | 0.77% | $457.3万 | 12.7万股 | $368.1万 | 12.7万股 | -11股-0.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 0.77% | $445.0万 | 1.3万股 | $368.0万 | 1.3万股 | -235股-1.83% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.83% | 0.89% | $432.3万 | 18.7万股 | $424.6万 | 18.3万股 | +4,122股+2.26% | 加仓 |
 雷神技术RTX |
| 0.73% | 0.83% | $381.6万 | 2.0万股 | $395.4万 | 2.0万股 | -384股-1.87% | 减仓 |
| IiShares安硕·COREIJR |
| 0.73% | 0.68% | $379.1万 | 2.6万股 | $321.6万 | 2.6万股 | -306股-1.18% | 减仓 |
 默沙东MRK |
| 0.71% | 0.73% | $369.3万 | 2.9万股 | $346.5万 | 2.9万股 | -64股-0.22% | 减仓 |
 思科CSCO |
| 0.69% | 0.51% | $363.1万 | 3.1万股 | $242.1万 | 3.1万股 | -281股-0.90% | 减仓 |
 应用材料AMAT |
| 0.69% | 0.36% | $358.2万 | 4,954股 | $169.5万 | 4,960股 | -6股-0.12% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.62% | $337.6万 | 4,521股 | $295.9万 | 4,550股 | -29股-0.64% | 减仓 |
| SSPDR黄金信托GLD |
| 0.64% | 0.85% | $334.1万 | 9,070股 | $403.7万 | 9,381股 | -311股-3.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.7% | $324.8万 | 6,490股 | $331.5万 | 6,918股 | -428股-6.19% | 减仓 |
| BBANK OF AMERBAC |
| 0.6% | 0.56% | $311.2万 | 5.5万股 | $266.5万 | 5.5万股 | -47股-0.09% | 减仓 |
 科磊KLAC |
| 0.59% | 0.34% | $306.9万 | 1.0万股 | $160.1万 | 1,087股 | +9,086股+835.88% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.57% | 0.61% | $299.0万 | 5.9万股 | $291.6万 | 5.8万股 | +671股+1.15% | 加仓 |
 Meta平台META |
| 0.55% | 0.62% | $285.9万 | 5,076股 | $292.6万 | 5,114股 | -38股-0.74% | 减仓 |
| PProShares信托NOBL |
| 0.53% | 0.58% | $278.9万 | 5.0万股 | $275.9万 | 2.6万股 | +2.4万股+90.79% | 加仓 |
 AMGEN COMAMGN |
| 0.53% | 0.56% | $274.5万 | 7,582股 | $268.3万 | 7,625股 | -43股-0.56% | 减仓 |
 雪佛龙CVX |
| 0.49% | 0.68% | $256.7万 | 1.5万股 | $321.8万 | 1.6万股 | -67股-0.43% | 减仓 |
 宝洁PG |
| 0.49% | 0.53% | $253.8万 | 1.7万股 | $251.9万 | 1.7万股 | -138股-0.79% | 减仓 |
