| V先锋领航指数基金VOO |
| 9.62% | 9.34% | $1,247.6万 | 1.8万股 | $1,074.8万 | 1.8万股 | +178股+0.99% | 加仓 |
| IiShares安硕信托IEFA |
| 9.03% | 9.37% | $1,170.9万 | 12.1万股 | $1,078.0万 | 11.9万股 | +2,164股+1.82% | 加仓 |
 DatadogDDOG |
| 8.14% | 5.21% | $1,055.2万 | 4.1万股 | $599.3万 | 5.1万股 | -1.0万股-20.17% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.46% | 5.77% | $708.0万 | 9.9万股 | $663.5万 | 10.4万股 | -4,176股-4.03% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 3.93% | 3.92% | $509.8万 | 2.3万股 | $451.3万 | 2.4万股 | -294股-1.25% | 减仓 |
| IiShares安硕·COREIJH |
| 3.55% | 3.56% | $460.8万 | 6.0万股 | $409.2万 | 6.1万股 | -837股-1.38% | 减仓 |
| V先锋领航指数基金VTV |
| 3.52% | 3.65% | $457.0万 | 2.1万股 | $419.9万 | 2.1万股 | -434股-2.03% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.51% | 3.49% | $455.1万 | 7.6万股 | $401.5万 | 7.4万股 | +1,954股+2.63% | 加仓 |
| IiShares安硕信托AGG |
| 3.36% | 3.39% | $436.0万 | 4.4万股 | $390.0万 | 3.9万股 | +4,763股+12.12% | 加仓 |
| A美国世纪ETF信托AVLV |
| 3.15% | 3.14% | $408.7万 | 4.5万股 | $360.9万 | 4.5万股 | +35股+0.08% | 加仓 |
| IiShares安硕信托ICSH |
| 3.14% | 3.3% | $406.8万 | 8.0万股 | $379.5万 | 7.5万股 | +5,458股+7.28% | 加仓 |
| AAvantis·U SAVUV |
| 3.09% | 3.2% | $400.9万 | 3.2万股 | $367.8万 | 3.3万股 | -1,157股-3.48% | 减仓 |
| IiShares安硕信托MTUM |
| 2.71% | 2.19% | $350.9万 | 1.0万股 | $251.5万 | 1.0万股 | -245股-2.34% | 减仓 |
| IiShares安硕信托GVI |
| 2.32% | 2.63% | $301.4万 | 2.8万股 | $302.1万 | 2.8万股 | -61股-0.22% | 减仓 |
| SSPDR道富系列信托BIL |
| 2.22% | 2.56% | $288.3万 | 3.1万股 | $295.1万 | 3.2万股 | -734股-2.28% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 2.1% | 2.01% | $272.4万 | 9.4万股 | $231.2万 | 7.9万股 | +1.5万股+18.48% | 加仓 |
| WWORLD GOLD TRGLD |
| 2.04% | 2.72% | $264.3万 | 3.3万股 | $313.5万 | 3.4万股 | -538股-1.59% | 减仓 |
| IiShares安硕信托USMV |
| 1.91% | 2% | $247.2万 | 2.6万股 | $230.2万 | 2.5万股 | +803股+3.24% | 加仓 |
| IiShares安硕IEMG |
| 1.84% | 1.9% | $238.5万 | 2.9万股 | $218.3万 | 3.1万股 | -2,515股-8.03% | 减仓 |
| IiShares安硕信托IEI |
| 1.84% | 1.99% | $238.4万 | 2.0万股 | $229.3万 | 1.9万股 | +637股+3.32% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.83% | 1.85% | $237.3万 | 1.1万股 | $213.3万 | 1.1万股 | +42股+0.38% | 加仓 |
| IiShares安硕·COREIJR |
| 1.82% | 1.77% | $235.9万 | 1.6万股 | $204.0万 | 1.6万股 | -507股-3.09% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.7% | 1.91% | $219.8万 | 2.1万股 | $220.0万 | 2.2万股 | -701股-3.18% | 减仓 |
| IiShares安硕信托GVI |
| 1.61% | 1.49% | $208.3万 | 1.9万股 | $171.9万 | 1.6万股 | +3,159股+19.51% | 加仓 |
| IiShares安硕信托IVV |
| 1.44% | 1.52% | $187.0万 | 2,497股 | $174.7万 | 2,674股 | -177股-6.62% | 减仓 |
| IiShares安硕信托IJJ |
| 1.36% | 1.39% | $175.9万 | 1.2万股 | $160.3万 | 1.2万股 | -192股-1.59% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.31% | 1.31% | $169.4万 | 1.2万股 | $151.0万 | 1.3万股 | -355股-2.78% | 减仓 |
| IiShares黄金信托IAU |
| 1.28% | 1.69% | $166.2万 | 2.2万股 | $194.0万 | 2.2万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 1.2% | 1.35% | $155.5万 | 3.1万股 | $155.0万 | 3.1万股 | -324股-1.04% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.03% | 1.02% | $133.9万 | 1.4万股 | $117.0万 | 1.3万股 | +703股+5.33% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.99% | 1.08% | $127.7万 | 2.9万股 | $124.7万 | 3.1万股 | -1,541股-5.04% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.86% | 0.95% | $112.0万 | 2.8万股 | $109.7万 | 2.8万股 | +71股+0.26% | 加仓 |
| V先锋领航·TOTALBND |
| 0.69% | 0.75% | $90.0万 | 1.2万股 | $86.3万 | 1.2万股 | +540股+4.61% | 加仓 |
 英伟达NVDA |
| 0.63% | 0.61% | $82.0万 | 4,098股 | $70.6万 | 4,046股 | +52股+1.29% | 加仓 |
 苹果AAPL |
| 0.51% | 0.52% | $65.7万 | 2,270股 | $59.4万 | 2,340股 | -70股-2.99% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.49% | 0.5% | $63.4万 | 6,200股 | $57.5万 | 7,309股 | -1,109股-15.17% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.49% | 0.55% | $63.3万 | 8,011股 | $63.6万 | 8,021股 | -10股-0.12% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.46% | $60.6万 | 812股 | $52.8万 | 812股 | 00.00% | 持仓不变 |
| IiShares安硕信托NYF |
| 0.41% | 0.45% | $52.8万 | 9,787股 | $51.4万 | 9,679股 | +108股+1.12% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.39% | 0.39% | $51.2万 | 4,749股 | $45.4万 | 4,965股 | -216股-4.35% | 减仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.39% | 0.43% | $50.0万 | 1.6万股 | $49.2万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.37% | 0.35% | $47.5万 | 1,382股 | $40.8万 | 1,366股 | +16股+1.17% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.32% | $41.8万 | 1,753股 | $37.1万 | 1,781股 | -28股-1.57% | 减仓 |
 微软MSFT |
| 0.26% | 0.3% | $33.6万 | 902股 | $35.1万 | 947股 | -45股-4.75% | 减仓 |
 谷歌AGOOGL |
| 0.25% | 0.24% | $32.8万 | 917股 | $27.2万 | 947股 | -30股-3.17% | 减仓 |
| G通用动力VTI |
| 0.23% | 0.23% | $30.2万 | 815股 | $26.3万 | 821股 | -6股-0.73% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.22% | $29.5万 | 836股 | $25.1万 | 875股 | -39股-4.46% | 减仓 |
 博通AVGO |
| 0.22% | 0.21% | $28.0万 | 742股 | $23.8万 | 768股 | -26股-3.39% | 减仓 |
 Meta平台META |
| 0.21% | 0.25% | $27.1万 | 481股 | $28.7万 | 501股 | -20股-3.99% | 减仓 |
 摩根大通JPM |
| 0.19% | 0.19% | $24.2万 | 740股 | $22.2万 | 754股 | -14股-1.86% | 减仓 |
