| IiShares安硕信托IVV |
| 23.37% | 22.75% | $3,004.9万 | 4.0万股 | $2,634.3万 | 4.0万股 | -203股-0.50% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 11.12% | 10.3% | $1,429.8万 | 4.8万股 | $1,192.2万 | 4.8万股 | -484股-1.01% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 9.46% | 10.61% | $1,215.9万 | 12.9万股 | $1,228.0万 | 12.9万股 | -92股-0.07% | 减仓 |
| IiShares安硕信托ICF |
| 8.46% | 8.6% | $1,088.3万 | 16.1万股 | $995.4万 | 16.1万股 | +91股+0.06% | 加仓 |
| IiShares安硕信托IWV |
| 4.57% | 4.41% | $587.5万 | 1.4万股 | $510.6万 | 1.4万股 | +3股+0.02% | 加仓 |
| IiShares安硕信托IEFA |
| 4.21% | 4.36% | $541.0万 | 5.6万股 | $504.6万 | 5.6万股 | +279股+0.50% | 加仓 |
| V先锋领航·TOTALBND |
| 3.54% | 3.87% | $455.8万 | 6.2万股 | $448.3万 | 6.1万股 | +1,215股+2.00% | 加仓 |
| IiShares安硕·S&PIUSG |
| 3.3% | 3.02% | $424.4万 | 2.3万股 | $350.0万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 2.67% | 2.99% | $342.7万 | 2.9万股 | $345.9万 | 2.9万股 | +15股+0.05% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.39% | 2.56% | $307.4万 | 3.0万股 | $296.5万 | 3.1万股 | -929股-3.04% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.03% | 2.03% | $261.1万 | 3.7万股 | $235.3万 | 3.7万股 | -84股-0.23% | 减仓 |
 安费诺APH |
| 1.81% | 1.44% | $232.7万 | 1.3万股 | $166.8万 | 1.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.42% | 1.4% | $182.5万 | 6,307股 | $162.6万 | 6,407股 | -100股-1.56% | 减仓 |
 史赛克SYK |
| 1.34% | 1.56% | $172.8万 | 5,490股 | $180.4万 | 5,490股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.31% | 1.46% | $168.5万 | 2.1万股 | $169.1万 | 2.0万股 | +38股+0.19% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.2% | 1.23% | $154.7万 | 1.6万股 | $142.4万 | 1.6万股 | -16股-0.10% | 减仓 |
| IiShares安硕信托TIP |
| 1.15% | 1.28% | $148.2万 | 1.4万股 | $148.0万 | 1.3万股 | +132股+0.98% | 加仓 |
| IiShares安硕IEMG |
| 1.05% | 0.98% | $134.8万 | 1.6万股 | $113.4万 | 1.6万股 | +8股+0.05% | 加仓 |
| I景顺QQQ信托VOO |
| 0.95% | 0.83% | $122.4万 | 1,662股 | $96.0万 | 1,662股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTFRDM |
| 0.9% | 0.75% | $115.8万 | 1.6万股 | $86.7万 | 1.6万股 | +29股+0.18% | 加仓 |
 COMMUNITY TR BANCORPCTBI |
| 0.88% | 0.82% | $112.6万 | 1.6万股 | $94.5万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VNQI |
| 0.79% | 0.87% | $101.2万 | 2.3万股 | $100.3万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.78% | 0.75% | $100.6万 | 8,102股 | $86.3万 | 2,024股 | +6,078股+300.30% | 加仓 |
| IiShares安硕信托IWD |
| 0.73% | 0.71% | $94.0万 | 3,878股 | $82.6万 | 3,865股 | +13股+0.34% | 加仓 |
| IiShares安硕信托AGG |
| 0.72% | 0.8% | $92.4万 | 9,340股 | $92.7万 | 9,340股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSV |
| 0.69% | 0.71% | $88.7万 | 8,056股 | $82.4万 | 8,056股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.67% | 0.74% | $86.8万 | 2.8万股 | $85.5万 | 2.8万股 | +243股+0.86% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.54% | 0.59% | $69.5万 | 8,447股 | $68.8万 | 8,774股 | -327股-3.73% | 减仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.48% | $68.0万 | 4,139股 | $56.0万 | 3,930股 | +209股+5.32% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.48% | 0.54% | $62.1万 | 1.2万股 | $62.1万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.48% | 0.48% | $62.0万 | 8,044股 | $55.2万 | 8,174股 | -130股-1.59% | 减仓 |
| V先锋领航指数基金VOO |
| 0.48% | 0.48% | $62.0万 | 902股 | $55.2万 | 924股 | -22股-2.38% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.46% | 0.51% | $59.0万 | 1.3万股 | $59.1万 | 1.3万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.4% | 0.23% | $51.9万 | 680股 | $26.5万 | 680股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.36% | 0.35% | $46.7万 | 1,262股 | $40.5万 | 1,262股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.36% | 0.33% | $46.0万 | 3,103股 | $38.6万 | 3,102股 | +1股+0.03% | 加仓 |
| S嘉信·USSCHA |
| 0.32% | 0.29% | $41.7万 | 1.2万股 | $33.5万 | 1.2万股 | +32股+0.28% | 加仓 |
| S嘉信策略信托SCHC |
| 0.32% | 0.33% | $41.5万 | 7,866股 | $38.3万 | 7,822股 | +44股+0.56% | 加仓 |
 VisaV |
| 0.29% | 0.28% | $37.1万 | 1,082股 | $32.7万 | 1,082股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.28% | 0.27% | $36.3万 | 1,057股 | $31.5万 | 1,054股 | +3股+0.28% | 加仓 |
 亚马逊AMZN |
| 0.28% | 0.27% | $35.5万 | 1,490股 | $30.8万 | 1,478股 | +12股+0.81% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.27% | 0.26% | $34.6万 | 3,793股 | $30.5万 | 3,781股 | +12股+0.32% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.26% | 0.26% | $33.3万 | 5,580股 | $30.1万 | 5,578股 | +2股+0.04% | 加仓 |
 英伟达NVDA |
| 0.26% | 0.25% | $33.0万 | 1,650股 | $28.8万 | 1,650股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.25% | 0.22% | $32.1万 | 814股 | $25.5万 | 814股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.25% | 0.24% | $31.7万 | 1.1万股 | $27.6万 | 1.1万股 | +28股+0.26% | 加仓 |
 迈威尔MRVL |
| 0.22% | — | $28.6万 | 960股 | $0 | 0股 | +960股 | 新买入 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.22% | 0.2% | $27.7万 | 2,014股 | $23.1万 | 2,014股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.21% | 0.2% | $27.4万 | 4,003股 | $23.0万 | 4,048股 | -45股-1.11% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.21% | 0.2% | $26.6万 | 7,857股 | $22.9万 | 7,849股 | +8股+0.10% | 加仓 |
