| SSPDR道富指数基金SPDW |
| 5.95% | 5.35% | $395.4万 | 7.8万股 | $557.5万 | 12.0万股 | -4.2万股-34.68% | 减仓 |
| S道富SPYV |
| 5.5% | 11.19% | $365.3万 | 6.0万股 | $1,166.0万 | 20.6万股 | -14.6万股-70.80% | 减仓 |
| SSPDR道富系列信托SPYG |
| 4.91% | 9.91% | $325.9万 | 2.7万股 | $1,032.2万 | 10.4万股 | -7.7万股-73.68% | 减仓 |
| IiShares安硕信托IBDT |
| 4.54% | 3.1% | $301.3万 | 11.9万股 | $322.9万 | 12.8万股 | -8,527股-6.67% | 减仓 |
| IiShares安硕信托IBDS |
| 4.19% | 3.41% | $278.0万 | 11.5万股 | $355.2万 | 14.7万股 | -3.2万股-21.97% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 3.76% | 2.34% | $249.7万 | 10.8万股 | $244.0万 | 10.5万股 | +2,537股+2.41% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.33% | 1.99% | $221.4万 | 2.1万股 | $206.9万 | 2.1万股 | +335股+1.60% | 加仓 |
| IiShares安硕信托IBDR |
| 3.22% | 3.09% | $213.7万 | 8.8万股 | $322.3万 | 13.4万股 | -4.5万股-33.98% | 减仓 |
| S道富SPMD |
| 3% | 3.38% | $199.1万 | 2.9万股 | $352.1万 | 5.9万股 | -3.0万股-50.05% | 减仓 |
 苹果AAPL |
| 2.96% | 2.19% | $196.7万 | 6,798股 | $227.7万 | 8,909股 | -2,111股-23.70% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 2.83% | 1.67% | $187.9万 | 8.6万股 | $173.7万 | 8.0万股 | +6,570股+8.25% | 加仓 |
| IiShares安硕信托IWD |
| 2.68% | 1.75% | $177.8万 | 7,336股 | $182.2万 | 8,476股 | -1,140股-13.45% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.46% | 1.58% | $163.5万 | 1.3万股 | $164.3万 | 3,821股 | +9,347股+244.62% | 加仓 |
| V先锋领航指数基金VOO |
| 2.23% | 1.26% | $148.2万 | 2,158股 | $130.8万 | 2,171股 | -13股-0.60% | 减仓 |
| S道富SPSM |
| 2.1% | 1.28% | $139.4万 | 2.4万股 | $133.2万 | 2.6万股 | -1,549股-6.02% | 减仓 |
| IiShares安硕信托IVW |
| 1.92% | 1.03% | $127.7万 | 9,288股 | $107.7万 | 9,314股 | -26股-0.28% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.92% | 1.06% | $127.7万 | 6.1万股 | $110.9万 | 5.3万股 | +8,100股+15.24% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.91% | 1.26% | $126.9万 | 5,591股 | $131.3万 | 6,976股 | -1,385股-19.85% | 减仓 |
| I景顺QQQ信托VOO |
| 1.61% | 1.33% | $106.8万 | 1,451股 | $138.2万 | 2,366股 | -915股-38.67% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.6% | 0.94% | $106.1万 | 1,421股 | $97.6万 | 1,489股 | -68股-4.57% | 减仓 |
 COHEN &STEERS LTD DURATION PF COMLDP |
| 1.51% | 0.93% | $100.5万 | 4.8万股 | $97.3万 | 4.8万股 | -368股-0.77% | 减仓 |
 亚马逊AMZN |
| 1.48% | 1.29% | $98.6万 | 4,136股 | $134.1万 | 6,370股 | -2,234股-35.07% | 减仓 |
| S道富SPYM |
| 1.31% | 0.94% | $86.9万 | 9,888股 | $98.0万 | 1.6万股 | -6,451股-39.48% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.29% | 0.7% | $85.4万 | 2.8万股 | $73.0万 | 2.4万股 | +4,234股+17.83% | 加仓 |
 英伟达NVDA |
| 1.18% | 0.77% | $78.1万 | 3,902股 | $80.6万 | 4,584股 | -682股-14.88% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.17% | 0.56% | $77.7万 | 3.1万股 | $58.3万 | 2.3万股 | +7,700股+33.26% | 加仓 |
| V先锋领航指数基金VUG |
| 1.13% | 0.64% | $75.2万 | 8,725股 | $66.7万 | 1,511股 | +7,214股+477.43% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.08% | 0.73% | $71.5万 | 1.4万股 | $75.7万 | 1.6万股 | -2,270股-14.12% | 减仓 |
| IiShares安硕信托IVV |
| 1.07% | 0.6% | $71.4万 | 953股 | $62.7万 | 953股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.06% | 0.33% | $70.3万 | 972股 | $34.4万 | 972股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 1.05% | 0.67% | $70.0万 | 2.3万股 | $69.7万 | 2.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.05% | 1.02% | $69.6万 | 1,865股 | $105.8万 | 2,864股 | -999股-34.88% | 减仓 |
| IiShares安硕信托EEM |
| 1.02% | 0.55% | $67.9万 | 9,926股 | $56.8万 | 9,926股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.01% | 0.56% | $67.0万 | 1,811股 | $58.0万 | 1,793股 | +18股+1.00% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.97% | 0.52% | $64.6万 | 2,150股 | $54.0万 | 2,165股 | -15股-0.69% | 减仓 |
 礼来LLY |
| 0.93% | 0.56% | $61.6万 | 513股 | $58.0万 | 608股 | -95股-15.63% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.87% | 0.51% | $58.0万 | 8,142股 | $53.0万 | 8,142股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.81% | 0.46% | $54.0万 | 4,895股 | $47.9万 | 4,895股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.8% | 0.43% | $52.9万 | 3,872股 | $45.2万 | 3,812股 | +60股+1.57% | 加仓 |
| IiShares安硕·COREIJH |
| 0.78% | 0.44% | $52.0万 | 6,739股 | $45.9万 | 6,739股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.72% | 0.48% | $47.5万 | 1,329股 | $49.6万 | 1,668股 | -339股-20.32% | 减仓 |
 强生JNJ |
| 0.65% | 0.41% | $43.2万 | 1,702股 | $42.4万 | 1,736股 | -34股-1.96% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.65% | 0.48% | $42.9万 | 2,717股 | $49.6万 | 3,351股 | -634股-18.92% | 减仓 |
| IiShares安硕信托IJK |
| 0.64% | 0.35% | $42.5万 | 3,618股 | $36.0万 | 3,538股 | +80股+2.26% | 加仓 |
| V先锋领航指数基金VB |
| 0.64% | 0.37% | $42.4万 | 1,399股 | $38.6万 | 1,464股 | -65股-4.44% | 减仓 |
| V先锋领航指数基金VTV |
| 0.62% | 0.38% | $41.2万 | 1,890股 | $39.6万 | 2,015股 | -125股-6.20% | 减仓 |
 家得宝HD |
| 0.62% | 0.46% | $41.1万 | 1,164股 | $47.6万 | 1,443股 | -279股-19.33% | 减仓 |
| V先锋领航·MIDVO |
| 0.59% | 0.34% | $39.2万 | 4,868股 | $35.2万 | 1,217股 | +3,651股+300.00% | 加仓 |
 ALTRIAMO |
| 0.59% | 0.35% | $38.9万 | 5,400股 | $36.0万 | 5,500股 | -100股-1.82% | 减仓 |
 Meta平台META |
| 0.52% | 0.35% | $34.5万 | 613股 | $36.1万 | 623股 | -10股-1.61% | 减仓 |
