| IiShares安硕·RUSSELLIWF |
| 16.48% | 17.43% | $2,330.8万 | 18.8万股 | $1,985.0万 | 4.7万股 | +14.1万股+303.22% | 加仓 |
| IiShares安硕信托IWD |
| 13.72% | 14.88% | $1,940.3万 | 8.0万股 | $1,694.2万 | 7.9万股 | +746股+0.94% | 加仓 |
| IiShares安硕·COREIJR |
| 10.43% | 10.91% | $1,474.6万 | 9.9万股 | $1,241.8万 | 10.0万股 | -472股-0.47% | 减仓 |
| IiShares安硕信托IBDZ |
| 7.22% | 7.31% | $1,021.4万 | 39.2万股 | $832.8万 | 32.0万股 | +7.3万股+22.69% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 7.15% | 6.83% | $1,011.1万 | 12.5万股 | $777.2万 | 11.4万股 | +1.1万股+9.59% | 加仓 |
| TT ROWETFLR |
| 5.85% | 0.65% | $826.8万 | 16.4万股 | $74.5万 | 1.5万股 | +14.9万股+1,008.66% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.56% | 5.56% | $785.7万 | 23.2万股 | $632.9万 | 21.7万股 | +1.5万股+6.87% | 加仓 |
| V先锋领航指数基金VUG |
| 5.17% | 4.95% | $731.5万 | 8.5万股 | $564.2万 | 1.3万股 | +7.2万股+557.49% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.37% | 3.66% | $476.9万 | 6.7万股 | $417.2万 | 6.5万股 | +1,826股+2.80% | 加仓 |
 苹果AAPL |
| 2.88% | 3.13% | $406.6万 | 1.4万股 | $356.3万 | 1.4万股 | +13股+0.09% | 加仓 |
| S嘉信策略信托SCHF |
| 2.45% | 2.15% | $346.1万 | 12.5万股 | $244.4万 | 9.9万股 | +2.6万股+26.49% | 加仓 |
| I景顺自营指数基金BSMY |
| 2.16% | 1.67% | $305.8万 | 12.4万股 | $190.3万 | 7.8万股 | +4.6万股+58.10% | 加仓 |
| IINVESCO DIVIDEND ACHIEVERS ETFPFM |
| 1.93% | 2.22% | $273.3万 | 4.9万股 | $253.3万 | 5.0万股 | -298股-0.60% | 减仓 |
| S嘉信·USSCHA |
| 1.38% | 1.39% | $195.7万 | 5.4万股 | $158.3万 | 5.4万股 | -282股-0.52% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.89% | 0.81% | $125.3万 | 1.2万股 | $92.6万 | 9,537股 | +2,523股+26.45% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.84% | 0.92% | $118.9万 | 8,642股 | $105.1万 | 9,150股 | -508股-5.55% | 减仓 |
| IiShares安硕信托IWV |
| 0.75% | 0.81% | $106.5万 | 2,497股 | $92.6万 | 2,497股 | 00.00% | 持仓不变 |
| IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID |
| 0.75% | 0.96% | $106.3万 | 4.8万股 | $109.6万 | 4.9万股 | -1,376股-2.79% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.74% | 0.84% | $104.5万 | 1.1万股 | $95.7万 | 1.1万股 | +56股+0.52% | 加仓 |
| V先锋领航指数基金VB |
| 0.69% | 0.74% | $97.1万 | 3,204股 | $83.8万 | 3,198股 | +6股+0.19% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.59% | 1.32% | $83.1万 | 3.8万股 | $149.8万 | 6.8万股 | -3.0万股-44.32% | 减仓 |
| IiShares安硕信托IBMS |
| 0.55% | 1.36% | $77.9万 | 3.0万股 | $154.4万 | 6.0万股 | -3.0万股-49.62% | 减仓 |
 好市多COST |
| 0.45% | 0.6% | $63.6万 | 680股 | $67.8万 | 680股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.42% | 0.42% | $59.6万 | 2,733股 | $47.5万 | 2,421股 | +312股+12.89% | 加仓 |
| IiShares安硕信托IVV |
| 0.42% | 0.45% | $59.4万 | 793股 | $51.6万 | 791股 | +2股+0.25% | 加仓 |
| IiShares安硕信托IBDY |
| 0.4% | 0.5% | $56.6万 | 2.2万股 | $56.9万 | 2.2万股 | -46股-0.21% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.39% | 0.46% | $55.7万 | 1.3万股 | $52.3万 | 1.3万股 | -145股-1.13% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.39% | 0.42% | $55.4万 | 1,352股 | $48.2万 | 1,352股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEI |
| 0.37% | — | $52.8万 | 5,224股 | $0 | 0股 | +5,224股 | 新买入 |
 家得宝HD |
| 0.36% | 0.42% | $51.1万 | 1,449股 | $47.4万 | 1,440股 | +9股+0.63% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.34% | 0.38% | $48.3万 | 2,041股 | $43.7万 | 2,032股 | +9股+0.44% | 加仓 |
| IINTERDIGITALIDCC |
| 0.31% | 0.41% | $43.4万 | 1,532股 | $46.2万 | 1,529股 | +3股+0.20% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.32% | $42.6万 | 620股 | $36.5万 | 612股 | +8股+1.31% | 加仓 |
 强生JNJ |
| 0.3% | 0.35% | $41.9万 | 1,651股 | $40.1万 | 1,642股 | +9股+0.55% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.28% | $39.0万 | 1,103股 | $31.6万 | 1,103股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.27% | 0.26% | $38.3万 | 520股 | $30.0万 | 520股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.27% | 0.33% | $37.5万 | 4,538股 | $37.1万 | 4,482股 | +56股+1.25% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.24% | 0.25% | $33.9万 | 1,128股 | $28.3万 | 1,139股 | -11股-0.97% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.24% | — | $33.4万 | 4,358股 | $0 | 0股 | +4,358股 | 新买入 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.23% | 0.27% | $32.2万 | 1.3万股 | $30.8万 | 1.2万股 | +577股+4.73% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.22% | 0.24% | $31.7万 | 2,902股 | $27.3万 | 2,888股 | +14股+0.48% | 加仓 |
 微软MSFT |
| 0.22% | 0.27% | $30.5万 | 819股 | $30.3万 | 818股 | +1股+0.12% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.22% | — | $30.5万 | 476股 | $0 | 0股 | +476股 | 新买入 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.21% | 0.23% | $30.2万 | 3,870股 | $25.8万 | 3,870股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.21% | 0.24% | $30.1万 | 1,263股 | $26.8万 | 1,289股 | -26股-2.02% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.2% | 0.26% | $28.5万 | 2,904股 | $29.3万 | 3,104股 | -200股-6.44% | 减仓 |
 TRAVELERS COSTRV |
| 0.2% | 0.22% | $28.2万 | 854股 | $24.9万 | 854股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSMU |
| 0.18% | 0.45% | $26.0万 | 1.2万股 | $51.0万 | 2.3万股 | -1.2万股-49.20% | 减仓 |
| I景顺交易所交易基金信托PWV |
| 0.18% | 0.21% | $25.8万 | 3,403股 | $23.6万 | 3,384股 | +19股+0.56% | 加仓 |
| I景顺交易所交易基金信托XSMO |
| 0.18% | — | $25.7万 | 2,740股 | $0 | 0股 | +2,740股 | 新买入 |
