| IiShares安硕信托IVV |
| 16.9% | 16.21% | $2,331.6万 | 3.1万股 | $1,985.7万 | 3.0万股 | +735股+2.42% | 加仓 |
| SSPDR道富系列信托SPYG |
| 7.8% | 7.35% | $1,076.3万 | 9.0万股 | $900.2万 | 9.2万股 | -1,489股-1.62% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 7.5% | 8.09% | $1,034.3万 | 24.5万股 | $990.4万 | 23.5万股 | +1.0万股+4.46% | 加仓 |
| V先锋领航白厅基金VYM |
| 7.27% | 7.36% | $1,002.7万 | 6.3万股 | $901.9万 | 6.1万股 | +2,549股+4.19% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.41% | 6.68% | $884.1万 | 21.4万股 | $818.2万 | 21.0万股 | +4,300股+2.05% | 加仓 |
| B贝莱德ETF信托DYNF |
| 5.92% | 5.56% | $816.8万 | 12.0万股 | $680.9万 | 11.7万股 | +3,075股+2.63% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 5.15% | 4.62% | $710.2万 | 17.7万股 | $565.7万 | 16.7万股 | +9,569股+5.73% | 加仓 |
| S道富SPTI |
| 3.84% | 4.22% | $529.4万 | 18.6万股 | $516.9万 | 18.0万股 | +6,100股+3.38% | 加仓 |
| S道富SPMD |
| 3.63% | 3.55% | $500.6万 | 7.4万股 | $435.0万 | 7.3万股 | +648股+0.88% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 3.42% | 2.69% | $472.3万 | 2.9万股 | $329.1万 | 2.9万股 | -114股-0.39% | 减仓 |
| I景顺交易所交易基金信托XSMO |
| 3.42% | 2.33% | $471.9万 | 5.0万股 | $285.1万 | 3.8万股 | +1.3万股+34.40% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 2.58% | — | $356.5万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| B贝莱德·ETF TRUST IIBINC |
| 2.27% | 2.52% | $313.4万 | 6.0万股 | $308.5万 | 5.9万股 | +473股+0.80% | 加仓 |
 iShares安硕·MBSACGL |
| 2.19% | 2.38% | $301.8万 | 3.2万股 | $291.7万 | 3.1万股 | +1,202股+3.91% | 加仓 |
| S道富SPYV |
| 2.07% | 2.18% | $285.6万 | 4.7万股 | $266.8万 | 4.7万股 | -166股-0.35% | 减仓 |
| GGlobal X基金AIQ |
| 2.06% | 1.52% | $283.8万 | 4.3万股 | $186.4万 | 4.0万股 | +3,309股+8.29% | 加仓 |
| GGlobal X基金SHLD |
| 1.4% | 1.82% | $192.7万 | 3.2万股 | $222.5万 | 3.1万股 | +867股+2.76% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.28% | — | $175.9万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| I景顺自营指数基金BSCS |
| 1.13% | 1.19% | $156.3万 | 7.7万股 | $145.3万 | 7.1万股 | +5,614股+7.89% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.13% | 5.51% | $155.2万 | 3.7万股 | $675.5万 | 18.4万股 | -14.7万股-79.76% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.12% | 1.21% | $155.0万 | 8.3万股 | $148.2万 | 7.9万股 | +4,022股+5.07% | 加仓 |
| I景顺自营指数基金BSCU |
| 1.04% | 1.07% | $143.0万 | 8.6万股 | $131.5万 | 7.9万股 | +7,277股+9.25% | 加仓 |
| I景顺自营指数基金BSCR |
| 1.03% | 1.12% | $141.8万 | 7.2万股 | $136.8万 | 7.0万股 | +2,628股+3.77% | 加仓 |
| I景顺自营指数基金BSCV |
| 1.01% | 1.1% | $138.9万 | 8.5万股 | $134.3万 | 8.2万股 | +3,206股+3.93% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.92% | 0.92% | $126.3万 | 1.5万股 | $112.3万 | 1.5万股 | +125股+0.84% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.89% | 0.81% | $123.4万 | 2.6万股 | $99.5万 | 2.1万股 | +4,762股+22.94% | 加仓 |
| G通用动力VTI |
| 0.76% | 0.77% | $104.6万 | 2,827股 | $94.8万 | 2,956股 | -129股-4.36% | 减仓 |
| V先锋领航指数基金VOO |
| 0.7% | 0.69% | $97.1万 | 1,414股 | $84.5万 | 1,414股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.59% | 0.57% | $82.0万 | 7,697股 | $69.6万 | 6,532股 | +1,165股+17.84% | 加仓 |
| IiShares安硕信托GVI |
| 0.57% | 0.61% | $78.1万 | 7,261股 | $74.9万 | 7,055股 | +206股+2.92% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.54% | 0.59% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 0.44% | 0.49% | $60.8万 | 7,660股 | $60.0万 | 6,478股 | +1,182股+18.25% | 加仓 |
| I景顺交易所交易基金IIQVML |
| 0.34% | 0.33% | $47.3万 | 1.1万股 | $40.5万 | 1.1万股 | +115股+1.09% | 加仓 |
 苹果AAPL |
| 0.32% | 0.32% | $44.2万 | 1,526股 | $39.7万 | 1,563股 | -37股-2.37% | 减仓 |
| I景顺QQQ信托VOO |
| 0.28% | 0.27% | $38.7万 | 526股 | $32.6万 | 565股 | -39股-6.90% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.28% | 0.27% | $38.1万 | 541股 | $33.4万 | 541股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.26% | $33.1万 | 662股 | $31.7万 | 662股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.23% | 0.26% | $32.0万 | 857股 | $31.7万 | 857股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.23% | 0.22% | $31.4万 | 914股 | $26.6万 | 889股 | +25股+2.81% | 加仓 |
| IiShares安硕信托USXF |
| 0.21% | 0.19% | $28.5万 | 4,102股 | $23.3万 | 4,223股 | -121股-2.87% | 减仓 |
 谷歌AGOOGL |
| 0.2% | 0.29% | $28.1万 | 786股 | $36.0万 | 1,252股 | -466股-37.22% | 减仓 |
| S道富SPIB |
| 0.2% | 0.2% | $27.0万 | 8,068股 | $24.4万 | 7,268股 | +800股+11.01% | 加仓 |
| V先锋领航全球基金VGT |
| 0.19% | — | $26.2万 | 2,192股 | $0 | 0股 | +2,192股 | 新买入 |
| IiShares安硕信托IBMQ |
| 0.15% | 0.17% | $21.2万 | 8,282股 | $21.1万 | 8,282股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMP |
| 0.15% | 0.17% | $21.1万 | 8,320股 | $21.2万 | 8,320股 | 00.00% | 持仓不变 |
