| V先锋领航指数基金VOO |
| 21.25% | 20.1% | $16.16亿 | 235.3万股 | $13.73亿 | 229.7万股 | +5.6万股+2.45% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.35% | 10.2% | $7.88亿 | 1,105.4万股 | $6.97亿 | 1,087.0万股 | +18.5万股+1.70% | 加仓 |
| I景顺·S&PSPHQ |
| 8.72% | 8.09% | $6.64亿 | 736.5万股 | $5.53亿 | 735.1万股 | +1.4万股+0.19% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 4.25% | 4.62% | $3.23亿 | 639.4万股 | $3.15亿 | 631.7万股 | +7.8万股+1.23% | 加仓 |
| S道富SPSM |
| 3.81% | 3.48% | $2.90亿 | 502.2万股 | $2.37亿 | 491.1万股 | +11.1万股+2.26% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.31% | 3.27% | $2.52亿 | 422.5万股 | $2.23亿 | 412.5万股 | +9.9万股+2.41% | 加仓 |
| S道富SPAB |
| 3.28% | 3.5% | $2.50亿 | 978.8万股 | $2.39亿 | 933.0万股 | +45.8万股+4.91% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.25% | 3.43% | $2.48亿 | 419.7万股 | $2.34亿 | 393.5万股 | +26.2万股+6.65% | 加仓 |
 iShares安硕·MBSACGL |
| 2.43% | 2.66% | $1.85亿 | 195.8万股 | $1.82亿 | 191.2万股 | +4.5万股+2.38% | 加仓 |
| PProShares信托NOBL |
| 1.98% | 2.12% | $1.51亿 | 268.8万股 | $1.45亿 | 136.8万股 | +132.0万股+96.47% | 加仓 |
| S道富SPIB |
| 1.96% | 2.1% | $1.49亿 | 445.1万股 | $1.43亿 | 427.7万股 | +17.4万股+4.07% | 加仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 1.73% | 1.9% | $1.31亿 | 521.9万股 | $1.30亿 | 523.1万股 | -1.2万股-0.23% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.52% | 1.62% | $1.16亿 | 220.8万股 | $1.10亿 | 212.4万股 | +8.4万股+3.97% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.43% | 1.4% | $1.09亿 | 91.2万股 | $9,543.3万 | 97.5万股 | -6.3万股-6.44% | 减仓 |
| IiShares安硕信托IVW |
| 1.38% | 1.4% | $1.05亿 | 76.2万股 | $9,561.2万 | 84.5万股 | -8.3万股-9.81% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 1.33% | 1.47% | $1.01亿 | 428.7万股 | $1.00亿 | 436.5万股 | -7.8万股-1.78% | 减仓 |
| IiShares安硕信托IEFA |
| 1.26% | 1.44% | $9,595.7万 | 99.4万股 | $9,851.9万 | 108.8万股 | -9.5万股-8.70% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.1% | 1.29% | $8,397.0万 | 37.0万股 | $8,828.5万 | 41.8万股 | -4.8万股-11.55% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.98% | 0.98% | $7,450.0万 | 167.9万股 | $6,679.4万 | 171.9万股 | -3.9万股-2.29% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.96% | 0.94% | $7,320.2万 | 252.8万股 | $6,446.0万 | 256.8万股 | -4.0万股-1.57% | 减仓 |
| G通用动力VTI |
| 0.93% | 0.82% | $7,057.8万 | 19.1万股 | $5,607.3万 | 17.5万股 | +1.6万股+9.12% | 加仓 |
| IiShares安硕信托PFF |
| 0.82% | 0.86% | $6,260.4万 | 205.3万股 | $5,900.1万 | 194.6万股 | +10.7万股+5.51% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.81% | 0.79% | $6,147.8万 | 74.5万股 | $5,407.6万 | 71.4万股 | +3.1万股+4.39% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.73% | 0.75% | $5,571.4万 | 25.4万股 | $5,144.0万 | 26.8万股 | -1.4万股-5.33% | 减仓 |
 苹果AAPL |
| 0.67% | 0.63% | $5,084.0万 | 17.6万股 | $4,309.5万 | 17.0万股 | +5,893股+3.47% | 加仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.65% | 0.72% | $4,958.3万 | 105.5万股 | $4,891.4万 | 105.4万股 | +1,680股+0.16% | 加仓 |
| IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB |
| 0.63% | 0.67% | $4,802.7万 | 96.0万股 | $4,587.5万 | 92.4万股 | +3.5万股+3.83% | 加仓 |
| IiShares安硕信托GVI |
| 0.62% | 0.83% | $4,697.0万 | 43.6万股 | $5,680.3万 | 53.5万股 | -9.9万股-18.44% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.56% | 0.61% | $4,271.1万 | 167.9万股 | $4,151.3万 | 167.4万股 | +4,974股+0.30% | 加仓 |
| IiShares安硕IEMG |
| 0.55% | 0.6% | $4,183.4万 | 50.5万股 | $4,075.2万 | 58.4万股 | -7.9万股-13.57% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.54% | 0.59% | $4,129.1万 | 112.1万股 | $4,024.7万 | 118.5万股 | -6.4万股-5.40% | 减仓 |
| IiShares安硕信托IWY |
| 0.51% | 0.55% | $3,911.2万 | 13.5万股 | $3,745.6万 | 15.1万股 | -1.6万股-10.59% | 减仓 |
| IiShares安硕信托IVV |
| 0.5% | 0.58% | $3,817.1万 | 5.1万股 | $3,926.1万 | 6.0万股 | -9,135股-15.20% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.47% | 0.52% | $3,593.4万 | 74.9万股 | $3,559.9万 | 74.4万股 | +4,896股+0.66% | 加仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.46% | 0.47% | $3,503.4万 | 86.1万股 | $3,219.9万 | 88.0万股 | -1.9万股-2.11% | 减仓 |
 微软MSFT |
| 0.42% | 0.4% | $3,227.3万 | 8.7万股 | $2,741.0万 | 7.4万股 | +1.2万股+16.84% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.41% | 0.54% | $3,151.9万 | 93.1万股 | $3,675.3万 | 126.2万股 | -33.0万股-26.18% | 减仓 |
| S嘉信·USSCHA |
| 0.41% | 0.41% | $3,100.9万 | 85.8万股 | $2,809.7万 | 96.6万股 | -10.8万股-11.17% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.38% | 0.32% | $2,905.7万 | 34.7万股 | $2,187.9万 | 29.1万股 | +5.6万股+19.09% | 加仓 |
| IiShares安硕·COREIJR |
| 0.34% | 0.32% | $2,622.8万 | 17.7万股 | $2,213.6万 | 17.8万股 | -1,225股-0.69% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.33% | 0.38% | $2,485.4万 | 33.2万股 | $2,568.1万 | 35.1万股 | -1.9万股-5.50% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.31% | 0.38% | $2,336.4万 | 102.1万股 | $2,613.4万 | 114.0万股 | -12.0万股-10.50% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.3% | 0.3% | $2,302.6万 | 66.1万股 | $2,078.3万 | 68.1万股 | -2.0万股-2.92% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.3% | 0.38% | $2,258.3万 | 44.3万股 | $2,607.8万 | 51.2万股 | -6.9万股-13.44% | 减仓 |
 英伟达NVDA |
| 0.3% | 0.18% | $2,247.2万 | 11.2万股 | $1,204.6万 | 6.9万股 | +4.3万股+62.60% | 加仓 |
| IiShares安硕信托IBTH |
| 0.29% | 0.31% | $2,194.2万 | 98.1万股 | $2,112.4万 | 94.2万股 | +3.9万股+4.15% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.27% | 0.31% | $2,018.0万 | 87.2万股 | $2,101.5万 | 90.5万股 | -3.3万股-3.60% | 减仓 |
| IiShares安硕信托IQLT |
| 0.25% | 0.33% | $1,909.6万 | 38.5万股 | $2,267.2万 | 49.0万股 | -10.5万股-21.42% | 减仓 |
| S嘉信策略信托SCHF |
| 0.24% | 0.24% | $1,859.6万 | 67.1万股 | $1,627.7万 | 65.8万股 | +1.4万股+2.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.24% | 0.24% | $1,822.2万 | 2.4万股 | $1,631.4万 | 2.5万股 | -684股-2.73% | 减仓 |
