| V先锋领航指数基金VUG |
| 6.26% | 5.97% | $774.7万 | 9.0万股 | $650.1万 | 1.5万股 | +7.5万股+504.25% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.76% | 4.81% | $589.6万 | 2.5万股 | $523.4万 | 2.4万股 | +579股+2.38% | 加仓 |
| IiShares安硕信托IVV |
| 4.53% | 4.45% | $560.6万 | 7,486股 | $484.2万 | 7,413股 | +73股+0.98% | 加仓 |
| V先锋领航指数基金VV |
| 4.5% | 4.33% | $556.7万 | 1.6万股 | $471.2万 | 1.6万股 | +420股+2.66% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.8% | 3.93% | $469.7万 | 3.0万股 | $427.9万 | 2.9万股 | +830股+2.87% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.6% | 3.81% | $445.9万 | 5.7万股 | $415.1万 | 5.3万股 | +4,305股+8.13% | 加仓 |
| V先锋领航指数基金VBK |
| 3.1% | 2.81% | $383.9万 | 1.0万股 | $306.2万 | 1.0万股 | +367股+3.62% | 加仓 |
| I景顺自营指数基金BSCS |
| 3.07% | 3.34% | $380.1万 | 18.7万股 | $363.5万 | 17.8万股 | +8,655股+4.86% | 加仓 |
| V先锋领航指数基金VTV |
| 2.99% | 2.96% | $370.6万 | 1.7万股 | $322.6万 | 1.6万股 | +565股+3.44% | 加仓 |
| I景顺自营指数基金BSCR |
| 2.98% | 3.31% | $369.2万 | 18.8万股 | $360.0万 | 18.3万股 | +4,795股+2.61% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 2.98% | 3.17% | $368.8万 | 19.9万股 | $345.2万 | 18.5万股 | +1.4万股+7.34% | 加仓 |
| I景顺自营指数基金BSCQ |
| 2.86% | 3.21% | $353.7万 | 18.1万股 | $349.6万 | 17.9万股 | +2,130股+1.19% | 加仓 |
| I景顺自营指数基金BSCU |
| 2.82% | 3% | $349.6万 | 21.0万股 | $326.5万 | 19.5万股 | +1.5万股+7.56% | 加仓 |
| I景顺自营指数基金BSCV |
| 2.68% | 2.84% | $331.9万 | 20.3万股 | $309.6万 | 18.8万股 | +1.4万股+7.67% | 加仓 |
| I景顺自营指数基金BSCW |
| 2.61% | 2.7% | $323.1万 | 15.8万股 | $294.3万 | 14.3万股 | +1.5万股+10.21% | 加仓 |
| I景顺QQQ信托VOO |
| 2.57% | 2.22% | $318.5万 | 4,325股 | $241.3万 | 4,180股 | +145股+3.47% | 加仓 |
| IiShares安硕信托IEFA |
| 2.53% | 2.54% | $312.7万 | 3.2万股 | $276.5万 | 3.1万股 | +1,837股+6.01% | 加仓 |
| V先锋领航白厅基金VNQ |
| 2.48% | 2.5% | $307.3万 | 3.3万股 | $272.2万 | 3.1万股 | +2,141股+6.96% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.44% | 2.46% | $301.9万 | 3.1万股 | $268.2万 | 3.0万股 | +1,072股+3.55% | 加仓 |
| I景顺自营指数基金BSCX |
| 2.41% | 2.42% | $298.0万 | 14.2万股 | $263.1万 | 12.4万股 | +1.7万股+13.76% | 加仓 |
| V先锋领航指数基金VB |
| 2.23% | 2.17% | $276.1万 | 9,108股 | $236.2万 | 9,017股 | +91股+1.01% | 加仓 |
| IiShares安硕信托PFF |
| 2.21% | 2.22% | $273.7万 | 9.0万股 | $241.3万 | 8.0万股 | +1.0万股+12.80% | 加仓 |
| V先锋领航指数基金VOO |
| 1.89% | 1.87% | $233.5万 | 3,400股 | $203.2万 | 3,400股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCY |
| 1.8% | 1.74% | $222.4万 | 10.8万股 | $189.6万 | 9.2万股 | +1.6万股+17.44% | 加仓 |
 宝洁PG |
| 1.73% | 1.1% | $213.6万 | 1.5万股 | $120.3万 | 8,327股 | +6,241股+74.95% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.62% | 1.65% | $199.9万 | 3.3万股 | $179.3万 | 3.3万股 | +330股+1.00% | 加仓 |
| IINVESCO BULLETSHARES 2035 CORPORATE BOND ETFBSCZ |
| 1.55% | 1.46% | $191.6万 | 9.4万股 | $158.8万 | 7.7万股 | +1.6万股+20.99% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.51% | 1.5% | $187.0万 | 7,697股 | $163.3万 | 7,517股 | +180股+2.39% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.49% | 1.57% | $184.1万 | 8,109股 | $171.2万 | 8,109股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.43% | 1.37% | $177.1万 | 4.3万股 | $149.4万 | 3.8万股 | +4,595股+11.98% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.23% | 1.2% | $152.1万 | 5.8万股 | $130.8万 | 5.5万股 | +2,830股+5.12% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.12% | 0.9% | $138.4万 | 3.5万股 | $97.9万 | 2.7万股 | +7,565股+27.58% | 加仓 |
| IiShares安硕信托DVY |
| 1.1% | 1.21% | $135.7万 | 8,680股 | $131.4万 | 8,680股 | 00.00% | 持仓不变 |
| F富达Covington信托FELG |
| 1.09% | 0.94% | $135.3万 | 3.1万股 | $102.6万 | 2.7万股 | +3,550股+12.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 0.94% | $114.3万 | 1,530股 | $102.4万 | 1,575股 | -45股-2.86% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.86% | 1.04% | $106.7万 | 2.1万股 | $113.5万 | 2.2万股 | -1,256股-5.63% | 减仓 |
 雪佛龙CVX |
| 0.74% | 1.04% | $91.1万 | 5,497股 | $113.7万 | 5,497股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.71% | 0.79% | $87.7万 | 8,929股 | $85.8万 | 9,104股 | -175股-1.92% | 减仓 |
 苹果AAPL |
| 0.67% | 0.67% | $83.3万 | 2,880股 | $73.1万 | 2,881股 | -1股-0.03% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.61% | 0.66% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.6% | 0.56% | $73.9万 | 1.8万股 | $61.2万 | 1.8万股 | +295股+1.63% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.54% | 0.67% | $67.2万 | 1.4万股 | $72.8万 | 1.5万股 | -1,120股-7.66% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.52% | 0.48% | $64.0万 | 1.6万股 | $51.7万 | 1.4万股 | +1,350股+9.38% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.42% | 0.44% | $52.6万 | 2,470股 | $47.4万 | 2,470股 | 00.00% | 持仓不变 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.42% | 0.46% | $52.2万 | 5,110股 | $50.2万 | 5,310股 | -200股-3.77% | 减仓 |
 谷歌AGOOGL |
| 0.39% | 0.36% | $48.2万 | 1,349股 | $39.1万 | 1,361股 | -12股-0.88% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.39% | 0.36% | $47.9万 | 1.2万股 | $39.5万 | 1.1万股 | +1,075股+9.53% | 加仓 |
| V先锋领航全球基金VGT |
| 0.35% | 0.26% | $43.8万 | 3,667股 | $27.9万 | 400股 | +3,267股+816.75% | 加仓 |
 博通AVGO |
| 0.32% | 0.35% | $39.9万 | 1,056股 | $38.4万 | 1,242股 | -186股-14.98% | 减仓 |
 英伟达NVDA |
| 0.3% | 0.3% | $37.7万 | 1,886股 | $32.9万 | 1,888股 | -2股-0.11% | 减仓 |
