| A美国世纪ETF信托AVUS |
| 22.13% | 21.06% | $4,406.5万 | 34.4万股 | $3,705.1万 | 33.3万股 | +1.1万股+3.24% | 加仓 |
| F富达Covington信托FBCG |
| 8.68% | 7.98% | $1,728.3万 | 27.8万股 | $1,403.8万 | 28.0万股 | -1,827股-0.65% | 减仓 |
 AVANTIS INTLNGG |
| 7.84% | 8.21% | $1,561.6万 | 17.5万股 | $1,444.0万 | 17.0万股 | +4,873股+2.86% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 7.55% | 7.82% | $1,504.0万 | 36.3万股 | $1,375.4万 | 33.1万股 | +3.2万股+9.70% | 加仓 |
| V先锋领航指数基金VTV |
| 6.13% | 6.28% | $1,219.7万 | 5.6万股 | $1,105.7万 | 5.6万股 | -387股-0.69% | 减仓 |
| A美国世纪ETF信托AVEM |
| 4.62% | 4.27% | $920.7万 | 9.5万股 | $750.7万 | 9.3万股 | +2,264股+2.43% | 加仓 |
| V先锋领航指数基金VB |
| 2.71% | 2.67% | $540.2万 | 1.8万股 | $469.8万 | 1.8万股 | -117股-0.65% | 减仓 |
| A美国世纪ETF信托AVGE |
| 2.41% | 2.23% | $480.3万 | 4.8万股 | $391.6万 | 4.4万股 | +3,973股+8.93% | 加仓 |
 苹果AAPL |
| 1.99% | 1.98% | $396.5万 | 1.4万股 | $348.7万 | 1.4万股 | -36股-0.26% | 减仓 |
| G通用动力VTI |
| 1.83% | 3.55% | $363.9万 | 9,836股 | $624.5万 | 1.9万股 | -9,630股-49.47% | 减仓 |
| IiShares安硕信托IUSB |
| 1.7% | 2.02% | $337.7万 | 7.3万股 | $354.7万 | 7.7万股 | -3,622股-4.72% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.66% | 1.65% | $330.6万 | 7.3万股 | $291.1万 | 6.4万股 | +8,864股+13.89% | 加仓 |
| V先锋领航·TOTALBND |
| 1.48% | 1.61% | $295.2万 | 4.0万股 | $282.5万 | 3.8万股 | +1,856股+4.84% | 加仓 |
| A美国世纪ETF信托AVMU |
| 1.41% | 1.56% | $280.7万 | 6.0万股 | $274.8万 | 6.0万股 | +260股+0.43% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.28% | 1.25% | $254.1万 | 3.1万股 | $219.9万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.08% | 1.06% | $215.0万 | 3,130股 | $187.0万 | 3,130股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.02% | 1.01% | $203.3万 | 1.0万股 | $177.2万 | 1.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 1.02% | 1.01% | $202.2万 | 4.6万股 | $177.1万 | 4.6万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.97% | 1.08% | $193.2万 | 3.8万股 | $190.6万 | 3.8万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.92% | 0.91% | $182.4万 | 2.6万股 | $160.5万 | 2.5万股 | +541股+2.16% | 加仓 |
 亚马逊AMZN |
| 0.87% | 0.86% | $173.7万 | 7,287股 | $151.8万 | 7,287股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.74% | 0.68% | $147.7万 | 2,006股 | $119.5万 | 2,070股 | -64股-3.09% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.72% | 0.07% | $144.3万 | 1.8万股 | $12.5万 | 1,759股 | +1.6万股+900.40% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.65% | $130.0万 | 1,740股 | $114.9万 | 1,766股 | -26股-1.47% | 减仓 |
| IiShares安硕信托IVV |
| 0.61% | 0.61% | $122.4万 | 1,635股 | $106.8万 | 1,635股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.61% | 0.56% | $121.7万 | 3,405股 | $97.9万 | 3,405股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.56% | 0.61% | $111.2万 | 1.1万股 | $106.7万 | 1.1万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIIDHQ |
| 0.55% | 0.5% | $108.6万 | 2.5万股 | $88.4万 | 2.5万股 | -132股-0.53% | 减仓 |
| F富达Covington信托FIVA |
| 0.54% | 0.56% | $108.2万 | 2.8万股 | $97.8万 | 2.8万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.54% | 0.05% | $107.5万 | 7,696股 | $8.4万 | 1,912股 | +5,784股+302.51% | 加仓 |
 VisaV |
| 0.5% | 0.49% | $98.6万 | 2,875股 | $86.9万 | 2,875股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.46% | 0.44% | $92.0万 | 1.1万股 | $77.8万 | 1,781股 | +8,905股+500.00% | 加仓 |
| IiShares安硕信托ITOT |
| 0.4% | 0.4% | $80.2万 | 4,880股 | $69.5万 | 4,880股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.32% | 0.31% | $64.3万 | 2,610股 | $53.7万 | 2,610股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.31% | 0.36% | $62.0万 | 1,100股 | $63.0万 | 1,100股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.29% | 0.29% | $58.4万 | 9,776股 | $51.1万 | 9,455股 | +321股+3.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.26% | $55.5万 | 1,570股 | $45.0万 | 1,570股 | 00.00% | 持仓不变 |
| F富达·COMWLTH TRONEQ |
| 0.28% | 0.25% | $55.1万 | 5,342股 | $44.2万 | 5,206股 | +136股+2.61% | 加仓 |
 微软MSFT |
| 0.28% | 0.31% | $55.1万 | 1,477股 | $54.7万 | 1,477股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWX |
| 0.27% | 0.26% | $53.8万 | 5,114股 | $46.3万 | 4,991股 | +123股+2.46% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.38% | $53.3万 | 3,896股 | $66.1万 | 3,896股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.27% | 0.27% | $52.9万 | 2,178股 | $47.3万 | 2,178股 | 00.00% | 持仓不变 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 0.25% | 0.26% | $50.0万 | 6,613股 | $45.3万 | 6,485股 | +128股+1.97% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.25% | 0.24% | $49.5万 | 3,984股 | $42.5万 | 996股 | +2,988股+300.00% | 加仓 |
| IiShares安硕信托IVW |
| 0.22% | 0.21% | $44.5万 | 3,237股 | $36.6万 | 3,237股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.21% | 0.18% | $41.2万 | 343股 | $31.6万 | 343股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.2% | 0.2% | $40.6万 | 1.4万股 | $35.2万 | 1.4万股 | 00.00% | 持仓不变 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.2% | 0.19% | $40.4万 | 4,413股 | $33.4万 | 4,369股 | +44股+1.01% | 加仓 |
| IiShares安硕信托IWD |
| 0.2% | 0.2% | $39.4万 | 1,626股 | $34.7万 | 1,626股 | 00.00% | 持仓不变 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.19% | 0.19% | $37.5万 | 5,009股 | $33.0万 | 4,920股 | +89股+1.81% | 加仓 |
