| I景顺交易所交易基金IISPMO |
| 8.87% | 7.06% | $1,007.1万 | 6.2万股 | $676.7万 | 6.0万股 | +1,980股+3.28% | 加仓 |
| I景顺·S&PIDMO |
| 8.05% | 8.03% | $914.7万 | 15.2万股 | $769.0万 | 14.0万股 | +1.1万股+8.19% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 7.71% | 7.69% | $875.6万 | 28.2万股 | $737.2万 | 26.5万股 | +1.7万股+6.36% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 6.11% | 5.96% | $693.6万 | 11.3万股 | $570.7万 | 10.5万股 | +8,662股+8.28% | 加仓 |
| F第一信托交易所交易基金FTGS |
| 5.94% | 6.03% | $674.3万 | 18.2万股 | $577.6万 | 17.0万股 | +1.3万股+7.42% | 加仓 |
| V先锋领航债券指数基金BIV |
| 5.55% | 6.47% | $630.7万 | 8.2万股 | $619.7万 | 8.0万股 | +1,945股+2.42% | 加仓 |
| J骏利亨德森JAAA |
| 5.26% | 5.78% | $597.4万 | 11.8万股 | $553.4万 | 11.0万股 | +8,462股+7.70% | 加仓 |
| S嘉信策略信托SCHC |
| 4.33% | 4.44% | $491.8万 | 9.3万股 | $425.5万 | 8.7万股 | +6,250股+7.19% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 3.61% | 3.64% | $410.4万 | 9.5万股 | $348.5万 | 8.8万股 | +6,746股+7.63% | 加仓 |
| S道富SPYM |
| 2.82% | 2.97% | $320.6万 | 3.6万股 | $284.6万 | 3.7万股 | -691股-1.86% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.48% | 2.89% | $281.6万 | 4.8万股 | $276.4万 | 4.7万股 | +1,161股+2.46% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 2.32% | 2.41% | $263.6万 | 1.7万股 | $231.3万 | 1.6万股 | +1,216股+7.66% | 加仓 |
| IiShares安硕信托USRT |
| 2.16% | 2.05% | $244.8万 | 3.7万股 | $196.6万 | 3.3万股 | +3,613股+10.87% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 2.05% | 1.76% | $232.4万 | 4.4万股 | $168.8万 | 4.1万股 | +2,592股+6.27% | 加仓 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 2.01% | 2.08% | $228.4万 | 8.7万股 | $199.0万 | 7.7万股 | +1.1万股+14.00% | 加仓 |
| G通用动力VTI |
| 1.98% | 1.68% | $225.1万 | 6,083股 | $161.3万 | 5,029股 | +1,054股+20.96% | 加仓 |
| S嘉信·USSCHP |
| 1.97% | 2.2% | $224.1万 | 8.5万股 | $210.9万 | 7.9万股 | +5,291股+6.67% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.76% | 1.95% | $199.8万 | 4.0万股 | $187.0万 | 3.8万股 | +2,588股+6.89% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.31% | 1.49% | $148.5万 | 1.8万股 | $142.5万 | 1.9万股 | -1,253股-6.60% | 减仓 |
| BBNY MELLON ETF TRUSTBKMI |
| 1.28% | 1.42% | $144.8万 | 1.4万股 | $135.6万 | 1.5万股 | -120股-0.83% | 减仓 |
 苹果AAPL |
| 1.19% | 1.45% | $134.8万 | 4,657股 | $138.5万 | 5,458股 | -801股-14.68% | 减仓 |
| F富达Covington信托FDVV |
| 1.16% | 1.28% | $131.4万 | 2.2万股 | $122.4万 | 2.2万股 | -373股-1.68% | 减仓 |
 英伟达NVDA |
| 1.14% | 1.12% | $130.0万 | 6,495股 | $107.3万 | 6,154股 | +341股+5.54% | 加仓 |
| I景顺QQQ信托VOO |
| 0.93% | — | $105.9万 | 1,438股 | $0 | 0股 | +1,438股 | 新买入 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.8% | 0.82% | $91.4万 | 2.3万股 | $78.5万 | 2.1万股 | +2,505股+12.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.7% | 0.69% | $79.8万 | 1,069股 | $66.3万 | 1,019股 | +50股+4.91% | 加仓 |
 特斯拉TSLA |
| 0.69% | 0.78% | $78.7万 | 1,871股 | $75.2万 | 2,022股 | -151股-7.47% | 减仓 |
 CrowdStrikeCRWD |
| 0.63% | 0.36% | $71.9万 | 942股 | $34.1万 | 873股 | +69股+7.90% | 加仓 |
 沃尔玛WMT |
| 0.59% | 0.75% | $67.3万 | 5,944股 | $72.1万 | 5,804股 | +140股+2.41% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.52% | $64.4万 | 2,700股 | $50.2万 | 2,408股 | +292股+12.13% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.56% | 0.48% | $63.9万 | 7,471股 | $45.5万 | 5,904股 | +1,567股+26.54% | 加仓 |
| JJPMORGAN BETABUILDERS MSCI U.S. REIT ETFBBRE |
| 0.56% | 0.59% | $63.4万 | 5,910股 | $56.3万 | 5,884股 | +26股+0.44% | 加仓 |
| SSPDR黄金信托GLD |
| 0.54% | 0.75% | $61.5万 | 1,670股 | $71.6万 | 1,665股 | +5股+0.30% | 加仓 |
| IiShares黄金信托IAU |
| 0.53% | 0.74% | $60.7万 | 8,036股 | $70.6万 | 8,010股 | +26股+0.32% | 加仓 |
| V先锋领航指数基金VB |
| 0.52% | 0.54% | $59.1万 | 1,948股 | $51.7万 | 1,973股 | -25股-1.27% | 减仓 |
| V先锋领航指数基金VV |
| 0.5% | 0.51% | $56.7万 | 1,647股 | $49.2万 | 1,646股 | +1股+0.06% | 加仓 |
| S嘉信策略信托SCHD |
| 0.48% | 0.28% | $54.1万 | 1.7万股 | $26.8万 | 8,732股 | +8,335股+95.45% | 加仓 |
| CCARVANA CL ACVNA |
| 0.42% | 0.47% | $47.2万 | 7,175股 | $45.1万 | 1,435股 | +5,740股+400.00% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.72% | $47.0万 | 3,441股 | $69.2万 | 4,081股 | -640股-15.68% | 减仓 |
| IiShares安硕信托SGOV |
| 0.41% | 0.49% | $47.0万 | 4,665股 | $46.5万 | 4,622股 | +43股+0.93% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.36% | 0.33% | $41.2万 | 1.2万股 | $31.5万 | 1.1万股 | +1,366股+12.63% | 加仓 |
 万豪MAR |
| 0.36% | 0.4% | $40.4万 | 1,090股 | $37.9万 | 1,159股 | -69股-5.95% | 减仓 |
| V先锋领航·TOTALBND |
| 0.35% | 0.4% | $39.3万 | 5,353股 | $37.9万 | 5,150股 | +203股+3.94% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.34% | 0.4% | $39.0万 | 4,256股 | $38.7万 | 4,219股 | +37股+0.88% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.34% | 0.44% | $38.9万 | 7,686股 | $41.7万 | 8,247股 | -561股-6.80% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.33% | 0.43% | $37.9万 | 1,195股 | $41.5万 | 1,508股 | -313股-20.76% | 减仓 |
 联合健康UNH |
| 0.32% | 0.24% | $36.4万 | 875股 | $22.8万 | 841股 | +34股+4.04% | 加仓 |
 Bloom EnergyBE |
| 0.3% | — | $34.1万 | 1,125股 | $0 | 0股 | +1,125股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.3% | 0.64% | $33.6万 | 489股 | $61.4万 | 1,064股 | -575股-54.04% | 减仓 |
| IiShares安硕信托SHV |
| 0.29% | 0.35% | $33.3万 | 3,017股 | $33.8万 | 3,059股 | -42股-1.37% | 减仓 |
