| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 13.11% | 12.55% | $6,185.9万 | 177.7万股 | $5,258.8万 | 172.4万股 | +5.3万股+3.07% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 12.59% | 12.15% | $5,943.9万 | 21.7万股 | $5,093.8万 | 21.6万股 | +1,705股+0.79% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.91% | 10.55% | $5,150.6万 | 152.2万股 | $4,420.3万 | 151.7万股 | +4,593股+0.30% | 加仓 |
| S嘉信策略信托SCHF |
| 6.9% | 6.82% | $3,257.4万 | 117.6万股 | $2,858.2万 | 115.5万股 | +2.1万股+1.83% | 加仓 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 4.97% | 6.7% | $2,343.9万 | 12.9万股 | $2,808.1万 | 12.8万股 | +1,001股+0.78% | 加仓 |
| S嘉信·USSCHA |
| 4.7% | 4.12% | $2,219.8万 | 61.4万股 | $1,727.2万 | 59.4万股 | +2.0万股+3.44% | 加仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 4.14% | 4.41% | $1,954.3万 | 63.8万股 | $1,847.0万 | 61.3万股 | +2.6万股+4.22% | 加仓 |
| S嘉信策略信托SCHE |
| 3.9% | 3.94% | $1,841.7万 | 50.8万股 | $1,649.4万 | 50.1万股 | +7,330股+1.46% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 3.81% | 4.06% | $1,797.3万 | 15.3万股 | $1,703.5万 | 14.6万股 | +7,010股+4.79% | 加仓 |
| IiShares安硕信托IWD |
| 3.01% | 3.01% | $1,419.9万 | 5.9万股 | $1,263.2万 | 5.9万股 | -549股-0.93% | 减仓 |
| DDimensional维度ETF信托DISV |
| 2.26% | 2.23% | $1,068.1万 | 26.6万股 | $933.1万 | 23.7万股 | +3.0万股+12.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.94% | 1.92% | $917.5万 | 1.2万股 | $805.0万 | 1.2万股 | -92股-0.74% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.89% | 2.08% | $893.7万 | 8.6万股 | $873.5万 | 9.0万股 | -3,897股-4.33% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.43% | 1.36% | $675.7万 | 2.2万股 | $568.8万 | 2.3万股 | -448股-1.95% | 减仓 |
 苹果AAPL |
| 1.41% | 1.49% | $664.3万 | 2.3万股 | $623.1万 | 2.5万股 | -1,596股-6.50% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.4% | 1.44% | $658.8万 | 22.8万股 | $603.0万 | 24.0万股 | -1.3万股-5.29% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.1% | 1.07% | $519.9万 | 4.2万股 | $446.4万 | 1.0万股 | +3.1万股+299.95% | 加仓 |
| IiShares安硕信托EEM |
| 1.1% | 1.14% | $518.9万 | 7.6万股 | $477.9万 | 8.4万股 | -8,287股-9.85% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.02% | 1.05% | $480.5万 | 2.0万股 | $441.0万 | 2.0万股 | -522股-2.57% | 减仓 |
 谷歌AGOOGL |
| 1.02% | 0.92% | $479.9万 | 1.3万股 | $386.2万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.97% | 1.04% | $458.3万 | 6,673股 | $436.8万 | 7,309股 | -636股-8.70% | 减仓 |
 微软MSFT |
| 0.92% | 1.02% | $432.1万 | 1.2万股 | $429.5万 | 1.2万股 | -20股-0.17% | 减仓 |
| V先锋领航指数基金VTV |
| 0.72% | 0.76% | $337.7万 | 1.5万股 | $317.1万 | 1.6万股 | -666股-4.12% | 减仓 |
| EEA SERIES TRUSTGEQ |
| 0.68% | — | $321.2万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| V先锋领航指数基金VB |
| 0.63% | 0.6% | $295.7万 | 9,754股 | $252.3万 | 9,634股 | +120股+1.25% | 加仓 |
 特斯拉TSLA |
| 0.58% | 0.59% | $275.9万 | 6,560股 | $247.5万 | 6,657股 | -97股-1.46% | 减仓 |
 摩根大通JPM |
| 0.56% | 0.57% | $261.9万 | 8,002股 | $238.3万 | 8,102股 | -100股-1.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.5% | $251.7万 | 7,123股 | $208.9万 | 7,284股 | -161股-2.21% | 减仓 |
 博通AVGO |
| 0.5% | 0.47% | $236.6万 | 6,263股 | $195.1万 | 6,303股 | -40股-0.63% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.5% | 0.46% | $236.4万 | 2.3万股 | $193.4万 | 1.9万股 | +3,572股+18.44% | 加仓 |
| EEA SERIES TRUSTAAUA |
| 0.49% | 0.47% | $230.3万 | 4.0万股 | $198.0万 | 4.0万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.45% | 0.47% | $212.3万 | 3.6万股 | $197.1万 | 3.3万股 | +2,902股+8.77% | 加仓 |
| EEA SERIES TRUSTAAEQ |
| 0.44% | 0.44% | $209.7万 | 3.9万股 | $183.4万 | 3.9万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.44% | 0.45% | $208.7万 | 1.0万股 | $187.1万 | 1.1万股 | -297股-2.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.44% | $192.0万 | 3,838股 | $184.3万 | 3,845股 | -7股-0.18% | 减仓 |
| V先锋领航指数基金VUG |
| 0.39% | 0.36% | $186.0万 | 2.2万股 | $151.4万 | 3,467股 | +1.8万股+522.73% | 加仓 |
| CCAMBRIA ETF TRTRTY |
| 0.38% | 0.39% | $179.1万 | 2.3万股 | $164.3万 | 2.2万股 | +856股+3.93% | 加仓 |
| IiShares安硕信托IEFA |
| 0.31% | 0.33% | $144.3万 | 1.5万股 | $138.1万 | 1.5万股 | -311股-2.04% | 减仓 |
 礼来LLY |
| 0.27% | 0.28% | $127.1万 | 1,060股 | $115.9万 | 1,260股 | -200股-15.87% | 减仓 |
 亚马逊AMZN |
| 0.2% | 0.21% | $96.2万 | 4,035股 | $86.1万 | 4,134股 | -99股-2.39% | 减仓 |
 艾伯维ABBV |
| 0.2% | 0.2% | $95.7万 | 3,802股 | $82.7万 | 3,802股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTAAUS |
| 0.2% | 0.3% | $92.6万 | 1.6万股 | $127.2万 | 2.4万股 | -8,780股-36.16% | 减仓 |
 AMD超威AMD |
| 0.19% | 0.08% | $90.3万 | 1,555股 | $31.6万 | 1,555股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.18% | 0.16% | $86.6万 | 2.7万股 | $67.9万 | 2.2万股 | +5,176股+23.40% | 加仓 |
 PALO ALTOPANW |
| 0.18% | 0.1% | $86.3万 | 2,530股 | $40.8万 | 2,543股 | -13股-0.51% | 减仓 |
| BBANK OF AMERBAC |
| 0.18% | 0.18% | $83.6万 | 1.5万股 | $75.3万 | 1.5万股 | -771股-4.99% | 减仓 |
 SIMPSON MFGSSD |
| 0.17% | 0.16% | $80.7万 | 3,857股 | $66.2万 | 3,857股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.17% | 0.17% | $79.9万 | 1.3万股 | $72.2万 | 1.3万股 | +34股+0.25% | 加仓 |
 家得宝HD |
| 0.17% | 0.2% | $79.2万 | 2,247股 | $84.5万 | 2,568股 | -321股-12.50% | 减仓 |
| IiShares安硕信托HDV |
| 0.16% | 0.14% | $76.4万 | 2.8万股 | $57.3万 | 4,220股 | +2.4万股+560.21% | 加仓 |
