| S嘉信策略信托SCHD |
| 11.32% | 12.21% | $1,800.4万 | 56.8万股 | $1,735.0万 | 56.6万股 | +2,238股+0.40% | 加仓 |
| SSPDR标普500 ETFSPY |
| 11.16% | 10.75% | $1,773.7万 | 2.4万股 | $1,527.5万 | 2.3万股 | +264股+1.12% | 加仓 |
| IiShares安硕信托IQLT |
| 5.86% | 6.05% | $932.2万 | 18.8万股 | $859.6万 | 18.6万股 | +2,205股+1.19% | 加仓 |
| IiShares安硕信托IVV |
| 4.08% | 3.97% | $648.5万 | 8,660股 | $564.4万 | 8,641股 | +19股+0.22% | 加仓 |
| V先锋领航指数基金VXF |
| 3.2% | 2.97% | $509.0万 | 2.1万股 | $421.6万 | 2.0万股 | +184股+0.90% | 加仓 |
| V先锋领航指数基金VOO |
| 2.84% | 2.8% | $451.2万 | 6,569股 | $398.2万 | 6,663股 | -94股-1.41% | 减仓 |
 亚马逊AMZN |
| 2.69% | 3.12% | $427.0万 | 1.8万股 | $443.3万 | 2.1万股 | -3,368股-15.82% | 减仓 |
| I景顺自营指数基金BSCU |
| 2.19% | 2.43% | $348.6万 | 20.9万股 | $345.3万 | 20.7万股 | +2,905股+1.41% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.15% | 2.11% | $341.9万 | 1.4万股 | $299.9万 | 1.4万股 | +266股+1.93% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 2.04% | 2.28% | $325.0万 | 17.5万股 | $324.4万 | 17.4万股 | +1,121股+0.64% | 加仓 |
| I景顺QQQ信托VOO |
| 2.02% | 1.76% | $321.1万 | 4,361股 | $250.6万 | 4,342股 | +19股+0.44% | 加仓 |
| I景顺自营指数基金BSCV |
| 1.99% | 2.15% | $316.3万 | 19.3万股 | $306.1万 | 18.6万股 | +7,055股+3.79% | 加仓 |
| I景顺自营指数基金BSCS |
| 1.87% | 2.08% | $297.8万 | 14.6万股 | $295.4万 | 14.5万股 | +1,598股+1.10% | 加仓 |
| I景顺自营指数基金BSCW |
| 1.7% | 1.87% | $270.0万 | 13.2万股 | $265.2万 | 12.9万股 | +2,824股+2.19% | 加仓 |
| V先锋领航指数基金VBK |
| 1.66% | 1.52% | $264.2万 | 7,225股 | $216.1万 | 7,150股 | +75股+1.05% | 加仓 |
| I景顺自营指数基金BSCR |
| 1.56% | 1.7% | $247.7万 | 12.6万股 | $242.0万 | 12.3万股 | +2,955股+2.40% | 加仓 |
| I景顺自营指数基金BSCQ |
| 1.47% | 1.65% | $233.9万 | 12.0万股 | $235.0万 | 12.0万股 | -525股-0.44% | 减仓 |
| V先锋领航指数基金VB |
| 1.39% | 1.32% | $220.7万 | 7,279股 | $187.2万 | 7,147股 | +132股+1.85% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.34% | 1.13% | $212.8万 | 5.8万股 | $160.4万 | 4.7万股 | +1.1万股+22.38% | 加仓 |
| V先锋领航·MIDVO |
| 1.29% | 1.29% | $205.6万 | 2.6万股 | $183.1万 | 6,377股 | +1.9万股+300.08% | 加仓 |
 英伟达NVDA |
| 1.09% | 0.99% | $173.9万 | 8,690股 | $140.7万 | 8,067股 | +623股+7.72% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.05% | 0.92% | $167.2万 | 5,517股 | $131.0万 | 5,514股 | +3股+0.05% | 加仓 |
 苹果AAPL |
| 1.03% | 0.93% | $163.0万 | 5,633股 | $131.6万 | 5,184股 | +449股+8.66% | 加仓 |
| I景顺自营指数基金BSCX |
| 1.02% | 1.08% | $162.6万 | 7.7万股 | $154.0万 | 7.3万股 | +4,406股+6.05% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.98% | 0.95% | $156.6万 | 7,136股 | $134.9万 | 7,031股 | +105股+1.49% | 加仓 |
| IiShares安硕信托DGRO |
| 0.96% | 0.99% | $152.1万 | 2.0万股 | $140.1万 | 2.0万股 | +99股+0.50% | 加仓 |
| G通用动力VTI |
| 0.87% | 0.8% | $139.1万 | 3,758股 | $113.3万 | 3,531股 | +227股+6.43% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.86% | 0.86% | $137.5万 | 6,461股 | $122.9万 | 6,402股 | +59股+0.92% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 0.79% | 0.72% | $125.0万 | 3.5万股 | $102.3万 | 3.3万股 | +2,012股+6.16% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.75% | 0.75% | $118.6万 | 1.1万股 | $105.9万 | 1.0万股 | +265股+2.59% | 加仓 |
| IiShares安硕·COREIJR |
| 0.7% | 0.67% | $111.1万 | 7,494股 | $94.7万 | 7,622股 | -128股-1.68% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.68% | 0.66% | $107.7万 | 2.3万股 | $93.3万 | 2.3万股 | +376股+1.66% | 加仓 |
| V先锋领航指数基金VUG |
| 0.65% | 0.62% | $103.8万 | 1.2万股 | $87.6万 | 2,006股 | +1.0万股+500.45% | 加仓 |
| S道富SPSM |
| 0.62% | 0.58% | $98.5万 | 1.7万股 | $81.9万 | 1.7万股 | +119股+0.70% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.61% | 0.56% | $96.4万 | 1.4万股 | $79.1万 | 1.2万股 | +1,190股+9.64% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.6% | 0.68% | $95.5万 | 2.4万股 | $96.3万 | 2.4万股 | -302股-1.26% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.6% | 0.59% | $95.4万 | 1,357股 | $83.5万 | 1,354股 | +3股+0.22% | 加仓 |
 微软MSFT |
| 0.6% | 0.58% | $95.4万 | 2,557股 | $82.7万 | 2,233股 | +324股+14.51% | 加仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.56% | 0.54% | $88.9万 | 9,205股 | $76.9万 | 9,213股 | -8股-0.09% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.54% | 0.54% | $85.3万 | 1.0万股 | $76.2万 | 1.0万股 | +42股+0.41% | 加仓 |
| S道富SPAB |
| 0.51% | 0.56% | $80.5万 | 3.2万股 | $80.2万 | 3.1万股 | +234股+0.75% | 加仓 |
| V先锋领航·TOTALBND |
| 0.48% | 0.53% | $76.8万 | 1.0万股 | $75.2万 | 1.0万股 | +237股+2.32% | 加仓 |
| SSPDR道富系列信托SJNK |
| 0.48% | 0.53% | $76.5万 | 3.1万股 | $75.0万 | 3.0万股 | +528股+1.76% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.48% | 0.4% | $75.6万 | 1.9万股 | $56.1万 | 1.6万股 | +2,367股+14.57% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.45% | 0.43% | $72.0万 | 1.5万股 | $61.7万 | 1.5万股 | -741股-4.82% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.45% | 0.39% | $71.7万 | 9,827股 | $54.8万 | 8,691股 | +1,136股+13.07% | 加仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 0.45% | 0.45% | $70.9万 | 2,976股 | $63.7万 | 2,964股 | +12股+0.40% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.45% | 0.47% | $70.9万 | 1.9万股 | $66.8万 | 1.9万股 | +232股+1.23% | 加仓 |
| SSPDR道富系列信托CNRG |
| 0.44% | 0.46% | $70.6万 | 6,240股 | $64.9万 | 7,186股 | -946股-13.16% | 减仓 |
 AMD超威AMD |
| 0.44% | 0.17% | $70.2万 | 1,209股 | $24.3万 | 1,196股 | +13股+1.09% | 加仓 |
