| IiShares安硕信托IVV |
| 24.28% | 23.56% | $1.12亿 | 25.2万股 | $1.04亿 | 25.3万股 | -651股-0.26% | 减仓 |
| S嘉信策略信托SCHF |
| 19.41% | 19.87% | $8,992.4万 | 252.2万股 | $8,770.3万 | 252.0万股 | +2,191股+0.09% | 加仓 |
| S嘉信策略信托SCHD |
| 8.43% | 8.88% | $3,906.4万 | 53.8万股 | $3,918.9万 | 53.6万股 | +2,258股+0.42% | 加仓 |
| IiShares安硕·COREIJH |
| 6.98% | 6.99% | $3,231.3万 | 12.4万股 | $3,086.3万 | 12.3万股 | +204股+0.17% | 加仓 |
| S嘉信策略信托SCHE |
| 3.57% | 3.68% | $1,651.3万 | 67.0万股 | $1,623.3万 | 66.2万股 | +8,404股+1.27% | 加仓 |
| IiShares安硕·COREIJR |
| 3.13% | 3.16% | $1,449.1万 | 14.5万股 | $1,392.7万 | 14.4万股 | +1,393股+0.97% | 加仓 |
| IiShares安硕信托HYG |
| 2.85% | 2.98% | $1,321.1万 | 17.6万股 | $1,316.9万 | 17.4万股 | +1,668股+0.96% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.48% | 2.61% | $1,149.3万 | 35.3万股 | $1,153.5万 | 35.9万股 | -5,939股-1.65% | 减仓 |
| IiShares安硕信托EMB |
| 2.39% | 2.49% | $1,106.5万 | 12.8万股 | $1,097.6万 | 12.7万股 | +646股+0.51% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.28% | 2.23% | $1,057.7万 | 4.3万股 | $982.6万 | 4.4万股 | -235股-0.54% | 减仓 |
| PPimco Active Bond ETFBOND |
| 2.22% | 2.4% | $1,026.8万 | 11.2万股 | $1,059.4万 | 11.4万股 | -2,138股-1.87% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 2.12% | 2.31% | $984.0万 | 29.4万股 | $1,018.8万 | 30.0万股 | -5,308股-1.77% | 减仓 |
 苹果AAPL |
| 2.11% | 1.86% | $978.7万 | 5.0万股 | $819.4万 | 5.0万股 | +765股+1.54% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.21% | 1.27% | $561.5万 | 16.3万股 | $560.6万 | 16.4万股 | -945股-0.58% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.97% | 1.04% | $447.8万 | 4.9万股 | $457.8万 | 4.9万股 | -663股-1.34% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.81% | 0.86% | $377.3万 | 6.1万股 | $381.5万 | 6.1万股 | -647股-1.06% | 减仓 |
| S道富SPYM |
| 0.77% | 0.52% | $358.0万 | 6.9万股 | $228.0万 | 4.7万股 | +2.1万股+45.07% | 加仓 |
| IiShares安硕信托IUSB |
| 0.61% | 0.47% | $281.8万 | 6.2万股 | $205.9万 | 4.5万股 | +1.7万股+38.88% | 加仓 |
| G通用动力VTI |
| 0.58% | 0.57% | $268.3万 | 1.2万股 | $252.0万 | 1.2万股 | -170股-1.38% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.43% | 0.43% | $197.0万 | 2.7万股 | $190.6万 | 2.7万股 | -289股-1.06% | 减仓 |
 微软MSFT |
| 0.42% | 0.43% | $195.7万 | 5,747股 | $191.3万 | 6,634股 | -887股-13.37% | 减仓 |
 英伟达NVDA |
| 0.4% | 0.29% | $186.1万 | 4,398股 | $127.7万 | 4,596股 | -198股-4.31% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.35% | 0.23% | $163.6万 | 1.2万股 | $102.4万 | 8,253股 | +3,880股+47.01% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.33% | 0.33% | $151.4万 | 8,082股 | $144.7万 | 8,112股 | -30股-0.37% | 减仓 |
| IiShares安硕信托EFG |
| 0.3% | 0.22% | $138.9万 | 1.5万股 | $98.4万 | 1.1万股 | +4,052股+38.56% | 加仓 |
| IiShares安硕信托IWX |
| 0.29% | 0.29% | $132.5万 | 2.0万股 | $127.7万 | 2.0万股 | +36股+0.18% | 加仓 |
 亚马逊AMZN |
| 0.27% | 0.21% | $123.0万 | 9,436股 | $93.6万 | 9,065股 | +371股+4.09% | 加仓 |
| FFACTSET RESH SYSFDS |
| 0.2% | 0.22% | $94.9万 | 2,368股 | $98.1万 | 2,363股 | +5股+0.21% | 加仓 |
 DANAHER DEL COMDHR |
| 0.2% | 0.22% | $92.4万 | 3,851股 | $97.1万 | 3,851股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.19% | 0.14% | $86.6万 | 1.2万股 | $60.4万 | 8,306股 | +3,341股+40.22% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.18% | 0.19% | $84.2万 | 1.1万股 | $85.9万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.18% | 0.18% | $84.0万 | 8,581股 | $77.5万 | 8,557股 | +24股+0.28% | 加仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.18% | 0.17% | $81.2万 | 7,496股 | $74.8万 | 7,477股 | +19股+0.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.16% | 0.15% | $76.3万 | 1,722股 | $64.8万 | 1,582股 | +140股+8.85% | 加仓 |
 莫德纳MRNA |
| 0.16% | 0.21% | $74.2万 | 6,108股 | $93.8万 | 6,108股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.16% | 0.1% | $73.5万 | 6,754股 | $43.9万 | 4,735股 | +2,019股+42.64% | 加仓 |
| IiShares安硕信托EFV |
| 0.15% | 0.11% | $68.9万 | 1.4万股 | $49.9万 | 1.0万股 | +3,796股+36.89% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.15% | 0.14% | $67.5万 | 1.5万股 | $63.6万 | 1.4万股 | +1,031股+7.59% | 加仓 |
 特斯拉TSLA |
| 0.14% | 0.11% | $63.9万 | 2,442股 | $49.5万 | 2,388股 | +54股+2.26% | 加仓 |
 iShares安硕·MBSACGL |
| 0.14% | 0.17% | $62.7万 | 6,718股 | $73.0万 | 7,704股 | -986股-12.80% | 减仓 |
| V先锋领航指数基金VUG |
| 0.13% | 0.12% | $58.9万 | 2,082股 | $51.9万 | 2,079股 | +3股+0.14% | 加仓 |
| S道富SPTI |
| 0.12% | 0.15% | $56.9万 | 2.0万股 | $65.5万 | 2.3万股 | -2,523股-11.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.13% | $56.5万 | 1,658股 | $57.4万 | 1,858股 | -200股-10.76% | 减仓 |
 宝洁PG |
| 0.12% | 0.14% | $56.2万 | 3,704股 | $60.3万 | 4,054股 | -350股-8.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.11% | $56.0万 | 4,627股 | $47.3万 | 4,549股 | +78股+1.71% | 加仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 0.12% | 0.12% | $54.4万 | 5,739股 | $55.1万 | 5,728股 | +11股+0.19% | 加仓 |
 谷歌AGOOGL |
| 0.12% | 0.11% | $53.5万 | 4,468股 | $46.3万 | 4,468股 | 00.00% | 持仓不变 |
| H哈特福德·FDS EXCHANGE TRADEDHFSI |
| 0.11% | 0.12% | $50.6万 | 1.5万股 | $53.4万 | 1.6万股 | -703股-4.42% | 减仓 |
 Meta平台META |
| 0.11% | 0.08% | $49.3万 | 1,719股 | $36.8万 | 1,737股 | -18股-1.04% | 减仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.1% | 0.07% | $48.2万 | 1.7万股 | $32.3万 | 1.2万股 | +5,651股+48.75% | 加仓 |
