| S嘉信·USSCHX |
| 9.59% | 9.22% | $1,743.5万 | 59.2万股 | $1,523.9万 | 59.4万股 | -1,920股-0.32% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.55% | 5.28% | $1,009.5万 | 29.8万股 | $873.5万 | 30.0万股 | -1,551股-0.52% | 减仓 |
| IiShares安硕信托IVV |
| 4.55% | 4.43% | $827.2万 | 1.1万股 | $733.0万 | 1.1万股 | -176股-1.57% | 减仓 |
| S嘉信·USSCHA |
| 4.04% | 3.58% | $734.0万 | 20.3万股 | $591.5万 | 20.3万股 | -257股-0.13% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.88% | 3.8% | $704.9万 | 14.0万股 | $627.7万 | 13.7万股 | +2,394股+1.74% | 加仓 |
| I景顺自营指数基金BSCU |
| 3.46% | 3.71% | $628.6万 | 37.8万股 | $613.2万 | 36.7万股 | +1.1万股+2.97% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 3.24% | 3.59% | $589.0万 | 31.7万股 | $593.5万 | 31.8万股 | -958股-0.30% | 减仓 |
| I景顺自营指数基金BSCS |
| 3.23% | 3.79% | $587.1万 | 28.8万股 | $626.4万 | 30.7万股 | -1.8万股-6.01% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.16% | 2.95% | $574.0万 | 18.5万股 | $487.3万 | 17.5万股 | +9,585股+5.48% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 3.07% | 3.4% | $558.7万 | 25.6万股 | $562.3万 | 25.7万股 | -587股-0.23% | 减仓 |
| G高盛ETF信托GSEW |
| 3.03% | 3% | $551.5万 | 5.8万股 | $495.7万 | 5.9万股 | -140股-0.24% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.37% | 2.68% | $431.4万 | 20.7万股 | $442.5万 | 21.1万股 | -4,423股-2.09% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 2.24% | 2.48% | $408.0万 | 17.6万股 | $409.7万 | 17.6万股 | +49股+0.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.24% | 2.21% | $407.0万 | 2.6万股 | $365.0万 | 2.5万股 | +1,107股+4.49% | 加仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 2.03% | 1.7% | $369.3万 | 1.5万股 | $280.7万 | 1.4万股 | +558股+3.92% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.01% | 2.09% | $365.1万 | 4.8万股 | $346.1万 | 4.5万股 | +2,759股+6.15% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.82% | 1.91% | $331.8万 | 1.4万股 | $316.3万 | 1.5万股 | -687股-4.67% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.8% | 1.63% | $328.1万 | 2.8万股 | $269.9万 | 2.8万股 | +14股+0.05% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.66% | 1.59% | $301.4万 | 10.4万股 | $262.0万 | 10.4万股 | -305股-0.29% | 减仓 |
| I景顺自营指数基金BSCV |
| 1.63% | 1.78% | $296.5万 | 18.1万股 | $294.8万 | 17.9万股 | +1,826股+1.02% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.6% | 1.51% | $291.7万 | 8.4万股 | $250.1万 | 8.2万股 | +1,785股+2.18% | 加仓 |
 苹果AAPL |
| 1.55% | 1.5% | $282.3万 | 9,757股 | $247.7万 | 9,761股 | -4股-0.04% | 减仓 |
| S嘉信策略信托SCHF |
| 1.51% | 1.41% | $274.3万 | 9.9万股 | $232.4万 | 9.4万股 | +5,096股+5.43% | 加仓 |
| IiShares安硕·COREIJR |
| 1.42% | 1.16% | $258.0万 | 1.7万股 | $192.0万 | 1.5万股 | +1,948股+12.61% | 加仓 |
| I景顺自营指数基金BSCW |
| 1.33% | 1.47% | $242.4万 | 11.8万股 | $243.7万 | 11.8万股 | -163股-0.14% | 减仓 |
| V先锋领航债券指数基金BLV |
| 1.24% | 1.52% | $225.7万 | 3.3万股 | $251.0万 | 3.6万股 | -3,751股-10.28% | 减仓 |
| IiShares安硕信托IBDT |
| 1.08% | 1.15% | $196.4万 | 7.8万股 | $190.2万 | 7.5万股 | +2,713股+3.61% | 加仓 |
 摩根大通JPM |
| 1.01% | 0.97% | $184.0万 | 5,620股 | $160.4万 | 5,453股 | +167股+3.06% | 加仓 |
| S道富SPYM |
| 0.99% | 0.94% | $180.5万 | 2.1万股 | $155.1万 | 2.0万股 | +273股+1.35% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.93% | 1.08% | $169.7万 | 8.7万股 | $179.1万 | 9.1万股 | -4,716股-5.17% | 减仓 |
| I景顺QQQ信托VOO |
| 0.93% | 0.67% | $169.0万 | 2,295股 | $111.1万 | 1,925股 | +370股+19.22% | 加仓 |
| IiShares安硕信托IBDY |
| 0.89% | 0.96% | $161.8万 | 6.3万股 | $159.0万 | 6.2万股 | +1,321股+2.15% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.87% | 1.03% | $157.6万 | 6.3万股 | $169.5万 | 6.7万股 | -4,496股-6.70% | 减仓 |
| S嘉信策略信托SCHM |
| 0.85% | 0.75% | $154.6万 | 4.2万股 | $123.5万 | 4.0万股 | +2,067股+5.18% | 加仓 |
 谷歌AGOOGL |
| 0.81% | 0.71% | $147.3万 | 4,121股 | $116.8万 | 4,063股 | +58股+1.43% | 加仓 |
 雪佛龙CVX |
| 0.79% | 1.07% | $144.4万 | 8,713股 | $176.7万 | 8,540股 | +173股+2.03% | 加仓 |
| S嘉信策略信托SCHE |
| 0.79% | 0.75% | $144.3万 | 4.0万股 | $124.1万 | 3.8万股 | +2,142股+5.69% | 加仓 |
| V先锋领航指数基金VOO |
| 0.79% | 0.56% | $143.0万 | 2,082股 | $92.8万 | 1,553股 | +529股+34.06% | 加仓 |
| V先锋领航·MIDVO |
| 0.75% | 0.66% | $136.6万 | 1.7万股 | $108.4万 | 3,774股 | +1.3万股+349.34% | 加仓 |
| SSPDR道富系列信托SPYD |
| 0.63% | 0.69% | $115.2万 | 2.4万股 | $113.5万 | 2.5万股 | -788股-3.16% | 减仓 |
| SSPDR道富系列信托QUS |
| 0.61% | 0.65% | $110.1万 | 5,894股 | $108.0万 | 6,294股 | -400股-6.36% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.6% | 0.66% | $109.5万 | 1.4万股 | $108.4万 | 1.4万股 | +225股+1.63% | 加仓 |
 家得宝HD |
| 0.55% | 0.57% | $100.5万 | 2,848股 | $93.8万 | 2,851股 | -3股-0.11% | 减仓 |
| SSPDR黄金信托GLD |
| 0.54% | 0.68% | $97.9万 | 2,657股 | $113.2万 | 2,630股 | +27股+1.03% | 加仓 |
| I景顺自营指数基金BSCX |
| 0.54% | 0.57% | $97.9万 | 4.6万股 | $93.7万 | 4.4万股 | +2,169股+4.90% | 加仓 |
| IiShares安硕信托ITOT |
| 0.52% | 0.51% | $94.9万 | 5,777股 | $84.5万 | 5,930股 | -153股-2.58% | 减仓 |
| IiShares安硕信托USRT |
| 0.51% | 0.51% | $93.1万 | 1.4万股 | $83.6万 | 1.4万股 | -118股-0.84% | 减仓 |
| S嘉信策略信托SCHD |
| 0.45% | 0.49% | $81.5万 | 2.6万股 | $80.7万 | 2.6万股 | -606股-2.30% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.44% | 0.41% | $79.2万 | 3,608股 | $68.3万 | 3,561股 | +47股+1.32% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 0.58% | $78.9万 | 5,775股 | $95.3万 | 5,619股 | +156股+2.78% | 加仓 |
