| V先锋领航·FTSEVEA |
| 8.18% | 7.09% | $1,121.3万 | 15.7万股 | $861.1万 | 13.4万股 | +2.3万股+17.11% | 加仓 |
| G通用动力VTI |
| 8.05% | 9.57% | $1,104.0万 | 3.0万股 | $1,162.6万 | 3.6万股 | -6,405股-17.67% | 减仓 |
| IiShares安硕信托SGOV |
| 7.3% | 8.75% | $1,000.7万 | 9.9万股 | $1,063.2万 | 10.6万股 | -6,217股-5.89% | 减仓 |
| S嘉信·USSCHX |
| 6.55% | 7.7% | $898.5万 | 30.5万股 | $935.6万 | 36.5万股 | -6.0万股-16.33% | 减仓 |
 英特尔INTC |
| 5.24% | 2.38% | $718.1万 | 5.1万股 | $288.7万 | 6.5万股 | -1.4万股-21.40% | 减仓 |
| I景顺自营指数基金BSCR |
| 4.44% | 4.62% | $608.3万 | 31.0万股 | $561.6万 | 28.6万股 | +2.4万股+8.38% | 加仓 |
| I景顺自营指数基金BSCQ |
| 4.3% | 4.66% | $590.2万 | 30.2万股 | $566.1万 | 29.0万股 | +1.2万股+4.28% | 加仓 |
| V先锋领航指数基金VOO |
| 4.17% | 4.04% | $572.3万 | 8,333股 | $491.1万 | 8,218股 | +115股+1.40% | 加仓 |
| I景顺自营指数基金BSCS |
| 4.16% | 4.37% | $570.0万 | 28.0万股 | $530.7万 | 26.0万股 | +2.0万股+7.71% | 加仓 |
 苹果AAPL |
| 4.01% | 3.99% | $550.1万 | 1.9万股 | $484.8万 | 1.9万股 | -91股-0.48% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 4.01% | 4.23% | $549.7万 | 29.6万股 | $514.6万 | 27.6万股 | +2.0万股+7.32% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.64% | 3.87% | $498.6万 | 17.2万股 | $470.7万 | 18.8万股 | -1.5万股-8.19% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 3.14% | 3.07% | $430.7万 | 5.1万股 | $373.5万 | 5.0万股 | +1,699股+3.42% | 加仓 |
| I景顺自营指数基金BSCU |
| 3.1% | 3.15% | $425.1万 | 25.5万股 | $382.7万 | 22.9万股 | +2.6万股+11.57% | 加仓 |
| V先锋领航指数基金VB |
| 2.9% | 2.64% | $397.6万 | 1.3万股 | $321.0万 | 1.2万股 | +862股+7.03% | 加仓 |
| I景顺自营指数基金BSCV |
| 2.32% | 2.53% | $318.0万 | 19.4万股 | $307.2万 | 18.7万股 | +7,409股+3.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.12% | 2.34% | $290.6万 | 5,808股 | $284.7万 | 5,941股 | -133股-2.24% | 减仓 |
| I景顺自营指数基金BSCW |
| 1.93% | 2.12% | $264.9万 | 12.9万股 | $258.2万 | 12.5万股 | +3,778股+3.01% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.92% | 1.88% | $262.9万 | 1.2万股 | $228.4万 | 1.2万股 | +454股+3.81% | 加仓 |
| I景顺自营指数基金BSCX |
| 1.43% | 1.62% | $196.7万 | 9.3万股 | $196.7万 | 9.3万股 | +422股+0.45% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.38% | 1.44% | $189.2万 | 1.4万股 | $175.4万 | 1.6万股 | -1,311股-8.39% | 减仓 |
| I景顺自营指数基金BSMQ |
| 1.13% | 1.15% | $154.8万 | 6.6万股 | $139.2万 | 5.9万股 | +6,805股+11.55% | 加仓 |
| I景顺自营指数基金BSMR |
| 1.08% | 0.96% | $148.2万 | 6.3万股 | $116.9万 | 4.9万股 | +1.3万股+26.84% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.01% | — | $137.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| I景顺自营指数基金BSCY |
| 0.94% | 1.07% | $129.5万 | 6.3万股 | $130.1万 | 6.3万股 | -169股-0.27% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.84% | 0.87% | $115.5万 | 1.4万股 | $105.9万 | 1.4万股 | -223股-1.62% | 减仓 |
| IiShares安硕·COREIJR |
| 0.76% | 0.88% | $104.3万 | 7,035股 | $106.8万 | 8,592股 | -1,557股-18.12% | 减仓 |
| V先锋领航·MIDVO |
| 0.72% | 0.74% | $98.7万 | 1.2万股 | $90.3万 | 3,144股 | +9,100股+289.44% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.69% | 0.91% | $94.0万 | 4.1万股 | $110.1万 | 4.7万股 | -6,811股-14.36% | 减仓 |
| S嘉信·USSCHA |
| 0.68% | 0.67% | $93.6万 | 2.6万股 | $81.8万 | 2.8万股 | -2,227股-7.92% | 减仓 |
 微软MSFT |
| 0.56% | 0.63% | $76.8万 | 2,060股 | $76.5万 | 2,068股 | -8股-0.39% | 减仓 |
| I景顺自营指数基金BSJR |
| 0.56% | — | $76.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| I景顺自营指数基金BSJS |
| 0.55% | — | $75.5万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| V先锋领航全球基金VSGX |
| 0.54% | 0.53% | $74.6万 | 9,062股 | $64.1万 | 8,932股 | +130股+1.46% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 0.54% | — | $74.2万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 英伟达NVDA |
| 0.52% | 0.52% | $72.0万 | 3,598股 | $62.7万 | 3,598股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.46% | 0.45% | $62.8万 | 3,823股 | $54.5万 | 3,823股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.45% | $62.7万 | 839股 | $54.6万 | 839股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.39% | 0.41% | $53.3万 | 3,452股 | $49.2万 | 3,377股 | +75股+2.22% | 加仓 |
| I景顺自营指数基金BSJT |
| 0.35% | — | $48.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 亚马逊AMZN |
| 0.32% | 0.33% | $44.3万 | 1,858股 | $39.5万 | 1,898股 | -40股-2.11% | 减仓 |
| IiShares安硕信托IBDY |
| 0.3% | 0.34% | $40.7万 | 1.6万股 | $40.9万 | 1.6万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.27% | 0.27% | $37.2万 | 1.3万股 | $33.2万 | 1.3万股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.26% | 0.31% | $36.0万 | 9,800股 | $37.1万 | 9,800股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.26% | 0.24% | $35.5万 | 1,620股 | $29.7万 | 1,549股 | +71股+4.58% | 加仓 |
| I景顺自营指数基金BSMS |
| 0.24% | — | $32.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕信托IBDT |
| 0.23% | 0.26% | $31.6万 | 1.3万股 | $31.5万 | 1.2万股 | +101股+0.81% | 加仓 |
 特斯拉TSLA |
| 0.2% | — | $27.8万 | 660股 | $0 | 0股 | +660股 | 新买入 |
 直觉外科ISRG |
| 0.19% | 0.25% | $26.7万 | 671股 | $30.9万 | 671股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.18% | 0.2% | $24.3万 | 1.2万股 | $24.4万 | 1.2万股 | 00.00% | 持仓不变 |
