| SSPDR标普500 ETFSPY |
| 10.84% | 10.21% | $1,548.5万 | 2.1万股 | $1,298.1万 | 2.0万股 | +776股+3.89% | 加仓 |
| IiShares安硕信托AGG |
| 7.43% | 7.7% | $1,061.7万 | 10.7万股 | $978.5万 | 9.9万股 | +8,702股+8.83% | 加仓 |
| AAMERICAN CENTURY FOCUSED LARGE CAP VALUE ETFFLV |
| 7.31% | 7.43% | $1,043.8万 | 12.8万股 | $944.7万 | 12.3万股 | +5,202股+4.22% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 6.8% | 6.5% | $970.9万 | 12.8万股 | $826.1万 | 12.1万股 | +6,908股+5.73% | 加仓 |
| A美国世纪ETF信托AVEM |
| 5.62% | 5.31% | $802.9万 | 8.3万股 | $675.5万 | 8.4万股 | -616股-0.73% | 减仓 |
 AVANTIS INTLNGG |
| 5.18% | 5.3% | $740.3万 | 8.3万股 | $674.3万 | 7.9万股 | +3,511股+4.42% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.43% | 4.36% | $632.9万 | 12.5万股 | $554.2万 | 11.0万股 | +1.6万股+14.28% | 加仓 |
| V先锋领航指数基金VTV |
| 3.49% | 3.89% | $498.8万 | 2.3万股 | $494.5万 | 2.5万股 | -2,317股-9.19% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.23% | 3.56% | $461.1万 | 15.9万股 | $452.5万 | 18.0万股 | -2.1万股-11.68% | 减仓 |
| S嘉信·USSCHA |
| 2.95% | 2.39% | $420.9万 | 11.6万股 | $303.3万 | 10.4万股 | +1.2万股+11.69% | 加仓 |
| G通用动力VTI |
| 2.68% | 2.79% | $382.7万 | 1.0万股 | $354.1万 | 1.1万股 | -698股-6.32% | 减仓 |
| V先锋领航·MIDVO |
| 2.62% | 2.29% | $374.2万 | 4.6万股 | $291.2万 | 1.0万股 | +3.6万股+358.05% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.51% | 2.66% | $358.7万 | 7.1万股 | $337.6万 | 6.7万股 | +3,424股+5.08% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.45% | 2.16% | $349.9万 | 6.9万股 | $274.6万 | 5.5万股 | +1.4万股+25.66% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.29% | 2.26% | $326.4万 | 2.1万股 | $286.8万 | 2.1万股 | +59股+0.28% | 加仓 |
| V先锋领航指数基金VOO |
| 2.26% | 1.99% | $323.3万 | 4,390股 | $253.4万 | 4,390股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 2.17% | 2.29% | $310.3万 | 4.4万股 | $291.0万 | 4.5万股 | -1,855股-4.09% | 减仓 |
 VanEck ETF信托SHYD |
| 1.99% | 1.67% | $284.7万 | 12.4万股 | $211.9万 | 9.4万股 | +3.1万股+32.96% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.98% | 2.05% | $283.2万 | 1.2万股 | $260.0万 | 1.2万股 | -315股-2.63% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.49% | 1.72% | $212.7万 | 3.7万股 | $219.0万 | 3.7万股 | -874股-2.34% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.45% | 1.45% | $206.9万 | 9,427股 | $184.6万 | 9,623股 | -196股-2.04% | 减仓 |
| IiShares安硕信托GVI |
| 1.41% | 1.52% | $201.0万 | 1.9万股 | $193.0万 | 1.8万股 | +756股+4.17% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.3% | 1.32% | $185.9万 | 7,857股 | $168.3万 | 7,824股 | +33股+0.42% | 加仓 |
 Meta平台META |
| 1.29% | 1.48% | $184.9万 | 3,283股 | $187.7万 | 3,280股 | +3股+0.09% | 加仓 |
 英伟达NVDA |
| 1.22% | 1.19% | $174.3万 | 8,712股 | $151.7万 | 8,700股 | +12股+0.14% | 加仓 |
 苹果AAPL |
| 1.19% | 1.19% | $170.3万 | 5,885股 | $150.7万 | 5,939股 | -54股-0.91% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.99% | 0.98% | $141.4万 | 2.8万股 | $125.0万 | 2.5万股 | +3,134股+12.52% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 1.07% | $141.4万 | 2,826股 | $135.4万 | 2,826股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.84% | 0.82% | $120.0万 | 6,477股 | $104.5万 | 6,461股 | +16股+0.25% | 加仓 |
| V先锋领航全球基金VGT |
| 0.83% | 0.68% | $117.9万 | 9,861股 | $85.9万 | 1,231股 | +8,630股+701.06% | 加仓 |
| AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF |
| 0.82% | 0.92% | $117.7万 | 2.3万股 | $117.0万 | 2.3万股 | -219股-0.94% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.8% | 0.82% | $114.6万 | 1.9万股 | $103.6万 | 1.9万股 | +22股+0.11% | 加仓 |
| IiShares安硕信托GVI |
| 0.7% | 0.77% | $100.6万 | 9,348股 | $98.4万 | 9,274股 | +74股+0.80% | 加仓 |
 亚马逊AMZN |
| 0.55% | 0.54% | $78.8万 | 3,306股 | $68.9万 | 3,306股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.51% | 0.46% | $72.7万 | 2,033股 | $58.4万 | 2,032股 | +1股+0.05% | 加仓 |
 星巴克SBUX |
| 0.49% | 0.65% | $70.6万 | 6,906股 | $83.2万 | 9,284股 | -2,378股-25.61% | 减仓 |
 微软MSFT |
| 0.4% | 0.44% | $56.6万 | 1,517股 | $56.0万 | 1,514股 | +3股+0.20% | 加仓 |
| V先锋领航指数基金VB |
| 0.39% | 0.38% | $55.7万 | 1,836股 | $48.0万 | 1,831股 | +5股+0.27% | 加仓 |
| JJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFBBHY |
| 0.36% | 0.39% | $50.8万 | 1.1万股 | $49.8万 | 1.1万股 | +156股+1.44% | 加仓 |
 沃尔玛WMT |
| 0.36% | 0.44% | $50.7万 | 4,477股 | $55.4万 | 4,460股 | +17股+0.38% | 加仓 |
 Roper科技ROP |
| 0.32% | 0.38% | $46.0万 | 1,361股 | $48.0万 | 1,357股 | +4股+0.29% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.31% | 0.35% | $43.8万 | 2,792股 | $44.1万 | 3,186股 | -394股-12.37% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.29% | 0.36% | $40.8万 | 2,023股 | $45.8万 | 2,193股 | -170股-7.75% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.28% | 0.31% | $40.3万 | 7,933股 | $39.5万 | 7,903股 | +30股+0.38% | 加仓 |
| J摩根大通交易所交易基金BBCB |
| 0.28% | 0.46% | $39.4万 | 8,688股 | $58.4万 | 1.3万股 | -4,200股-32.59% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.27% | 0.3% | $38.1万 | 7,464股 | $37.8万 | 7,416股 | +48股+0.65% | 加仓 |
| IiShares安硕信托LQD |
| 0.26% | 0.33% | $37.6万 | 3,449股 | $42.5万 | 3,896股 | -447股-11.47% | 减仓 |
 摩根大通JPM |
| 0.22% | 0.22% | $31.4万 | 960股 | $28.1万 | 955股 | +5股+0.52% | 加仓 |
| S道富SPMD |
| 0.22% | 0.22% | $31.3万 | 4,635股 | $27.4万 | 4,620股 | +15股+0.32% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.21% | 0.24% | $30.5万 | 3,006股 | $30.2万 | 2,986股 | +20股+0.67% | 加仓 |
