| SSPDR道富系列信托SPTM |
| 8.86% | 8.74% | $1,437.0万 | 15.8万股 | $1,361.5万 | 15.6万股 | +2,606股+1.67% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 7.5% | 7.51% | $1,217.5万 | 14.9万股 | $1,169.5万 | 14.9万股 | -435股-0.29% | 减仓 |
| SSPDR道富指数基金SPDW |
| 6.12% | 5.97% | $992.5万 | 19.7万股 | $930.4万 | 19.0万股 | +6,642股+3.49% | 加仓 |
| V先锋领航STAR基金VXUS |
| 6.09% | 6.07% | $987.4万 | 11.5万股 | $945.0万 | 11.4万股 | +1,593股+1.40% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5.27% | 5.27% | $854.2万 | 11.0万股 | $821.9万 | 10.5万股 | +4,385股+4.17% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.36% | 4.33% | $706.8万 | 2.3万股 | $674.7万 | 2.4万股 | -982股-4.04% | 减仓 |
| IiShares安硕信托PFF |
| 3.86% | 4.06% | $626.1万 | 20.5万股 | $631.9万 | 20.1万股 | +4,141股+2.06% | 加仓 |
| IiShares安硕信托STIP |
| 3.72% | 3.72% | $604.2万 | 5.9万股 | $580.1万 | 5.6万股 | +3,181股+5.68% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.5% | 3.57% | $567.5万 | 15.4万股 | $556.7万 | 15.2万股 | +1,848股+1.21% | 加仓 |
| S道富SPIB |
| 2.88% | 2.9% | $468.0万 | 14.0万股 | $451.2万 | 13.5万股 | +4,932股+3.66% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.81% | 3.07% | $456.1万 | 4.5万股 | $478.2万 | 4.8万股 | -2,378股-4.99% | 减仓 |
| V先锋领航债券指数基金BLV |
| 2.55% | 2.56% | $414.4万 | 6.0万股 | $399.0万 | 5.8万股 | +1,718股+2.94% | 加仓 |
| IiShares安硕信托TIP |
| 2.55% | 2.56% | $413.6万 | 3.8万股 | $399.3万 | 3.6万股 | +1,936股+5.40% | 加仓 |
| IiShares安硕信托REET |
| 2.5% | 2.41% | $405.0万 | 14.7万股 | $375.4万 | 13.8万股 | +8,966股+6.51% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.43% | 2.56% | $393.8万 | 6.8万股 | $399.0万 | 6.8万股 | -765股-1.12% | 减仓 |
| G通用动力VTI |
| 2.19% | 2.19% | $355.2万 | 9,599股 | $341.2万 | 9,605股 | -6股-0.06% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.92% | 1.85% | $311.3万 | 3.8万股 | $288.8万 | 3.5万股 | +2,692股+7.70% | 加仓 |
| V先锋领航·TOTALBND |
| 1.79% | 1.78% | $291.0万 | 4.0万股 | $278.0万 | 3.8万股 | +1,746股+4.61% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 1.67% | 1.63% | $271.0万 | 5.7万股 | $253.7万 | 5.4万股 | +3,502股+6.54% | 加仓 |
| V先锋领航·MIDVO |
| 1.62% | 1.62% | $263.0万 | 3.3万股 | $252.2万 | 3.3万股 | -15股-0.05% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 1.42% | 1.43% | $230.8万 | 1.5万股 | $222.9万 | 1.5万股 | -19股-0.13% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.41% | 1.39% | $228.7万 | 4,571股 | $217.0万 | 4,588股 | -17股-0.37% | 减仓 |
| V先锋领航指数基金VOO |
| 1.4% | 1.41% | $227.0万 | 3,305股 | $219.0万 | 3,306股 | -1股-0.03% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.37% | 1.29% | $223.0万 | 3.7万股 | $200.4万 | 3.4万股 | +3,385股+9.96% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 1.08% | 1.03% | $175.8万 | 1.9万股 | $159.8万 | 1.9万股 | +407股+2.17% | 加仓 |
| IINVESCO S&P MIDCAP 400 PURE GROWTH ETFRFG |
| 1.02% | 1% | $165.7万 | 2.6万股 | $155.3万 | 2.6万股 | -271股-1.04% | 减仓 |
| IiShares安硕信托IQLT |
| 0.99% | 1% | $160.5万 | 3.2万股 | $156.1万 | 3.2万股 | +375股+1.17% | 加仓 |
| VVanEck ETF信托QDIV |
| 0.89% | 0.98% | $144.3万 | 4.3万股 | $152.2万 | 4.3万股 | 00.00% | 持仓不变 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.87% | 0.89% | $140.6万 | 4.6万股 | $138.9万 | 4.7万股 | -1,125股-2.38% | 减仓 |
 英伟达NVDA |
| 0.77% | 0.79% | $124.9万 | 6,240股 | $123.8万 | 6,240股 | 00.00% | 持仓不变 |
| VVanEck Russia ETFBBH |
| 0.71% | 0.71% | $114.5万 | 1.1万股 | $110.3万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金MGV |
| 0.63% | 0.63% | $102.9万 | 6,295股 | $98.1万 | 6,451股 | -156股-2.42% | 减仓 |
| DDimensional维度·USDFUV |
| 0.62% | 0.61% | $101.0万 | 1.8万股 | $94.7万 | 1.8万股 | +62股+0.34% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.6% | 0.59% | $97.5万 | 1.2万股 | $91.4万 | 1.2万股 | +96股+0.82% | 加仓 |
| IiShares安硕信托GVI |
| 0.59% | 0.6% | $96.5万 | 8,969股 | $94.0万 | 8,804股 | +165股+1.87% | 加仓 |
| IiShares安硕信托ITOT |
| 0.59% | 0.59% | $95.4万 | 5,826股 | $91.2万 | 5,814股 | +12股+0.21% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.57% | 0.57% | $92.2万 | 1.3万股 | $89.4万 | 1.3万股 | -77股-0.59% | 减仓 |
 联合太平洋铁路UNP |
| 0.55% | 0.57% | $90.0万 | 3,310股 | $88.1万 | 3,308股 | +2股+0.06% | 加仓 |
| IiShares安硕信托GVI |
| 0.5% | 0.52% | $81.3万 | 7,636股 | $80.6万 | 7,584股 | +52股+0.69% | 加仓 |
 苹果AAPL |
| 0.5% | 0.5% | $81.0万 | 2,800股 | $78.4万 | 2,798股 | +2股+0.07% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.46% | 0.46% | $74.9万 | 1股 | $71.0万 | 1股 | 00.00% | 持仓不变 |
| WWisdomTree信托DTD |
| 0.45% | 0.46% | $72.7万 | 7,800股 | $71.0万 | 7,800股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.44% | 0.43% | $70.7万 | 4,295股 | $67.1万 | 4,289股 | +6股+0.14% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.39% | 0.41% | $63.3万 | 2.1万股 | $64.4万 | 2.1万股 | +207股+1.01% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.39% | 0.37% | $62.8万 | 1.3万股 | $57.9万 | 1.3万股 | +52股+0.41% | 加仓 |
| IiShares安硕信托ILCG |
| 0.36% | 0.36% | $59.0万 | 5,041股 | $55.7万 | 5,037股 | +4股+0.08% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.36% | 0.37% | $57.7万 | 6,887股 | $57.0万 | 7,051股 | -164股-2.33% | 减仓 |
| IiShares安硕信托MTUM |
| 0.32% | 0.28% | $51.7万 | 1,508股 | $42.9万 | 1,506股 | +2股+0.13% | 加仓 |
| V先锋领航指数基金VTV |
| 0.32% | 0.31% | $51.2万 | 2,351股 | $48.3万 | 2,344股 | +7股+0.30% | 加仓 |
 微软MSFT |
| 0.32% | 0.38% | $51.2万 | 1,372股 | $58.7万 | 1,416股 | -44股-3.11% | 减仓 |
