| S道富SPYM |
| 17.7% | 18.22% | $1.60亿 | 182.6万股 | $1.38亿 | 180.2万股 | +2.4万股+1.32% | 加仓 |
| IiShares安硕·S&PIUSG |
| 6.83% | 6.78% | $6,194.1万 | 32.9万股 | $5,134.2万 | 33.1万股 | -1,686股-0.51% | 减仓 |
| B贝莱德ETF信托DYNF |
| 6.04% | 6.06% | $5,476.3万 | 80.5万股 | $4,587.5万 | 78.9万股 | +1.7万股+2.12% | 加仓 |
| G通用动力GD |
| 5.5% | 5.74% | $4,988.8万 | 13.5万股 | $4,346.4万 | 13.5万股 | -665股-0.49% | 减仓 |
| S道富SPYV |
| 5.13% | 5.61% | $4,646.0万 | 76.4万股 | $4,244.3万 | 75.0万股 | +1.4万股+1.89% | 加仓 |
| SSPDR道富系列信托SPTL |
| 4.96% | 5.75% | $4,497.0万 | 171.4万股 | $4,353.2万 | 165.5万股 | +5.9万股+3.58% | 加仓 |
| IiShares安硕信托IEFA |
| 3.77% | 4.13% | $3,419.0万 | 35.4万股 | $3,124.6万 | 34.5万股 | +8,866股+2.57% | 加仓 |
| B贝莱德ETF信托BAI |
| 3.72% | 2.79% | $3,373.1万 | 64.0万股 | $2,112.6万 | 64.1万股 | -1,317股-0.21% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.68% | 2.78% | $2,426.2万 | 48.1万股 | $2,108.1万 | 46.2万股 | +2.0万股+4.27% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.42% | 2.82% | $2,193.2万 | 4.4万股 | $2,137.7万 | 4.5万股 | -779股-1.75% | 减仓 |
| S道富SPAB |
| 1.95% | 2.19% | $1,770.2万 | 69.4万股 | $1,654.4万 | 64.6万股 | +4.8万股+7.42% | 加仓 |
| I景顺QQQ信托QQQ |
| 1.68% | 1.56% | $1,527.2万 | 2.1万股 | $1,183.4万 | 2.1万股 | +236股+1.15% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.37% | 1.42% | $1,240.8万 | 5.7万股 | $1,074.5万 | 5.6万股 | +529股+0.94% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.12% | 0.98% | $1,016.4万 | 10.7万股 | $742.9万 | 7.8万股 | +3.0万股+38.07% | 加仓 |
| GGlobal X基金SHLD |
| 1.09% | 1.43% | $988.6万 | 16.6万股 | $1,081.2万 | 15.3万股 | +1.3万股+8.48% | 加仓 |
 苹果AAPL |
| 0.98% | 0.83% | $891.8万 | 3.1万股 | $626.4万 | 2.5万股 | +6,138股+24.87% | 加仓 |
| S嘉信策略信托SCHR |
| 0.91% | 1.09% | $824.1万 | 33.4万股 | $823.5万 | 33.1万股 | +3,622股+1.10% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.88% | 0.69% | $793.9万 | 2.6万股 | $522.2万 | 2.2万股 | +4,228股+19.24% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.81% | — | $733.9万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.79% | 0.86% | $719.8万 | 8.6万股 | $647.9万 | 8.6万股 | -322股-0.37% | 减仓 |
| IiShares安硕信托VLUE |
| 0.79% | 0.66% | $718.0万 | 3.6万股 | $496.9万 | 3.5万股 | +987股+2.82% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.78% | 0.85% | $706.6万 | 3.0万股 | $644.5万 | 3.0万股 | -104股-0.35% | 减仓 |
 美光科技MU |
| 0.74% | 0.05% | $670.7万 | 5,811股 | $35.3万 | 1,043股 | +4,768股+457.14% | 加仓 |
 英伟达NVDA |
| 0.71% | 0.71% | $645.3万 | 3.2万股 | $536.0万 | 3.1万股 | +1,513股+4.92% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.7% | 0.8% | $639.0万 | 13.6万股 | $606.7万 | 13.0万股 | +6,765股+5.22% | 加仓 |
 艾伯维ABBV |
| 0.66% | 0.68% | $599.1万 | 2.4万股 | $518.4万 | 2.4万股 | -28股-0.12% | 减仓 |
 博通AVGO |
| 0.65% | 0.53% | $587.6万 | 1.6万股 | $401.6万 | 1.3万股 | +2,580股+19.89% | 加仓 |
| IiShares安硕信托IEI |
| 0.6% | 0.67% | $547.2万 | 4.7万股 | $508.6万 | 4.3万股 | +3,706股+8.64% | 加仓 |
| V先锋领航指数基金VOO |
| 0.56% | 0.46% | $511.5万 | 7,448股 | $345.4万 | 5,780股 | +1,668股+28.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.56% | 0.55% | $510.7万 | 6,838股 | $413.9万 | 6,364股 | +474股+7.45% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.53% | 0.61% | $483.8万 | 18.2万股 | $460.8万 | 17.6万股 | +6,551股+3.72% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.52% | 0.42% | $473.2万 | 1.9万股 | $319.9万 | 1.8万股 | +1,128股+6.40% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.51% | 0.61% | $458.6万 | 7.9万股 | $461.3万 | 7.9万股 | +8股+0.01% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.49% | 0.5% | $447.9万 | 3.5万股 | $381.2万 | 3.5万股 | +288股+0.83% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.49% | 0.51% | $440.5万 | 4.1万股 | $384.1万 | 4.1万股 | +463股+1.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.5% | $434.5万 | 1.2万股 | $379.8万 | 1.3万股 | -942股-7.11% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.47% | 0.49% | $423.7万 | 1.3万股 | $367.5万 | 1.3万股 | +6股+0.05% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.46% | 0.48% | $421.5万 | 4.6万股 | $360.4万 | 4.6万股 | +836股+1.83% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.5% | $417.4万 | 5,573股 | $377.0万 | 5,771股 | -198股-3.43% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.44% | 0.2% | $402.5万 | 9,329股 | $148.5万 | 9,048股 | +281股+3.11% | 加仓 |
| IiShares黄金信托IAU |
| 0.43% | 0.58% | $389.4万 | 5.2万股 | $436.9万 | 5.0万股 | +2,016股+4.07% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.41% | — | $371.9万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| WWORLD GOLD TRGLDM |
| 0.41% | 0.55% | $369.8万 | 4.7万股 | $414.5万 | 4.5万股 | +1,840股+4.11% | 加仓 |
| B贝莱德·ETF TRUST IISECU |
| 0.39% | 0.41% | $351.1万 | 7.0万股 | $314.0万 | 6.3万股 | +7,384股+11.72% | 加仓 |
| IiShares安硕信托ITOT |
| 0.38% | 0.32% | $346.4万 | 2.1万股 | $244.2万 | 1.7万股 | +3,945股+23.01% | 加仓 |
 VanEck ETF信托SMH |
| 0.36% | 0.21% | $329.1万 | 5,018股 | $160.2万 | 4,178股 | +840股+20.11% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.36% | — | $324.6万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| B贝莱德·ETF TRUST IIBINC |
| 0.35% | 0.42% | $321.4万 | 6.1万股 | $314.6万 | 6.1万股 | +824股+1.36% | 加仓 |
| IiShares安硕信托DGRO |
| 0.33% | 0.37% | $301.4万 | 4.0万股 | $277.4万 | 4.0万股 | +245股+0.62% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.33% | 0.45% | $300.8万 | 2.1万股 | $344.5万 | 2.7万股 | -6,337股-23.57% | 减仓 |
