| G通用动力VTI |
| 18.69% | 17.52% | $1,998.3万 | 5.4万股 | $1,691.7万 | 5.3万股 | +1,269股+2.41% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.55% | 9.27% | $1,021.4万 | 14.3万股 | $895.0万 | 14.0万股 | +3,692股+2.64% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 7.89% | 7.99% | $843.5万 | 3.6万股 | $771.0万 | 3.6万股 | -205股-0.57% | 减仓 |
| V先锋领航·TOTALBND |
| 5.48% | 5.75% | $586.4万 | 8.0万股 | $555.2万 | 7.5万股 | +4,478股+5.94% | 加仓 |
| IiShares安硕信托CMF |
| 5.32% | 5.6% | $568.7万 | 9.9万股 | $540.4万 | 9.5万股 | +3,627股+3.82% | 加仓 |
| F富达Covington信托FDVV |
| 4.97% | 5.02% | $531.1万 | 8.8万股 | $484.6万 | 8.8万股 | +361股+0.41% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 4.54% | 2.66% | $485.5万 | 9.1万股 | $256.7万 | 5.2万股 | +3.9万股+75.90% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.39% | 4.17% | $469.2万 | 7.9万股 | $402.2万 | 7.4万股 | +4,182股+5.62% | 加仓 |
| SSPDR道富系列信托SPTM |
| 3.93% | 4.2% | $419.9万 | 4.6万股 | $405.4万 | 5.1万股 | -5,025股-9.80% | 减仓 |
| V先锋领航指数基金VXF |
| 3.33% | 3.11% | $356.1万 | 1.4万股 | $299.9万 | 1.5万股 | -106股-0.73% | 减仓 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 2.77% | 2.76% | $296.0万 | 3.6万股 | $266.3万 | 3.7万股 | -300股-0.82% | 减仓 |
| V先锋领航指数基金VOO |
| 2.31% | 2.22% | $246.8万 | 3,594股 | $214.1万 | 3,583股 | +11股+0.31% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.88% | 2.08% | $200.9万 | 4.4万股 | $201.1万 | 4.4万股 | +87股+0.20% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.67% | 1.75% | $178.7万 | 3.5万股 | $169.0万 | 3.7万股 | -1,550股-4.19% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.51% | 1.58% | $162.0万 | 1.7万股 | $152.6万 | 1.7万股 | +96股+0.56% | 加仓 |
| F富达Covington信托FIDI |
| 1.31% | 1.45% | $139.9万 | 5.1万股 | $140.1万 | 5.1万股 | +378股+0.74% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.26% | 1.38% | $135.1万 | 1.7万股 | $133.6万 | 1.7万股 | +239股+1.42% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.24% | 1.25% | $132.7万 | 2.6万股 | $120.8万 | 2.6万股 | -125股-0.49% | 减仓 |
| VVanEck ETF信托HYD |
| 1.24% | 1.32% | $132.2万 | 2.6万股 | $127.7万 | 2.5万股 | +186股+0.73% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.13% | 1.26% | $121.1万 | 2.1万股 | $121.6万 | 2.1万股 | +30股+0.14% | 加仓 |
| AALPS ETF信托AMLP |
| 1.05% | 1.14% | $111.8万 | 2.2万股 | $110.0万 | 2.1万股 | +683股+3.27% | 加仓 |
| F第一信托·USTCIBR |
| 1.02% | 0.74% | $109.0万 | 1.2万股 | $71.9万 | 1.1万股 | +660股+5.76% | 加仓 |
| IiShares安硕信托SGOV |
| 0.9% | 1.37% | $96.2万 | 9,559股 | $132.0万 | 1.3万股 | -3,559股-27.13% | 减仓 |
 苹果AAPL |
| 0.83% | 0.89% | $88.5万 | 3,059股 | $86.4万 | 3,404股 | -345股-10.14% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.78% | 0.72% | $83.0万 | 1.4万股 | $69.2万 | 1.2万股 | +1,033股+8.28% | 加仓 |
| V先锋领航指数基金VV |
| 0.77% | 0.74% | $82.9万 | 2,409股 | $71.8万 | 2,404股 | +5股+0.21% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.72% | 0.72% | $76.8万 | 9,174股 | $69.1万 | 9,200股 | -26股-0.28% | 减仓 |
 博通AVGO |
| 0.71% | 0.64% | $76.0万 | 2,012股 | $61.6万 | 1,989股 | +23股+1.16% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.64% | 0.7% | $68.3万 | 8,261股 | $67.6万 | 8,169股 | +92股+1.13% | 加仓 |
| IiShares安硕信托GVI |
| 0.56% | 0.6% | $59.5万 | 5,531股 | $57.7万 | 5,438股 | +93股+1.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.75% | $53.4万 | 1,511股 | $72.4万 | 2,523股 | -1,012股-40.11% | 减仓 |
 谷歌AGOOGL |
| 0.5% | 0.44% | $53.0万 | 1,483股 | $42.2万 | 1,468股 | +15股+1.02% | 加仓 |
| IiShares安硕信托IVV |
| 0.45% | 0.44% | $48.6万 | 649股 | $42.3万 | 647股 | +2股+0.31% | 加仓 |
 英特尔INTC |
| 0.45% | — | $48.1万 | 3,443股 | $0 | 0股 | +3,443股 | 新买入 |
 特斯拉TSLA |
| 0.43% | 0.42% | $46.4万 | 1,103股 | $40.6万 | 1,092股 | +11股+1.01% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.42% | 0.47% | $44.4万 | 4,607股 | $45.3万 | 4,729股 | -122股-2.58% | 减仓 |
| SSPDR SER TR S&PXSD |
| 0.41% | 0.24% | $44.1万 | 708股 | $23.1万 | 708股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.39% | 0.4% | $41.8万 | 4,338股 | $38.1万 | 4,300股 | +38股+0.88% | 加仓 |
 ROCKET COS COM CL ARKT |
| 0.36% | 0.4% | $38.0万 | 2.4万股 | $38.7万 | 2.7万股 | -3,008股-11.08% | 减仓 |
 英伟达NVDA |
| 0.33% | 0.54% | $35.7万 | 1,785股 | $52.1万 | 2,990股 | -1,205股-40.30% | 减仓 |
 美光科技MU |
| 0.32% | — | $34.3万 | 297股 | $0 | 0股 | +297股 | 新买入 |
| I景顺交易所交易基金IIIDHQ |
| 0.31% | 0.28% | $33.4万 | 7,357股 | $26.6万 | 7,355股 | +2股+0.03% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.31% | 0.35% | $33.2万 | 6,518股 | $33.3万 | 6,537股 | -19股-0.29% | 减仓 |
| S道富SPMD |
| 0.29% | 0.28% | $30.9万 | 4,567股 | $27.0万 | 4,552股 | +15股+0.33% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.28% | 0.32% | $29.7万 | 6,182股 | $31.2万 | 6,523股 | -341股-5.23% | 减仓 |
 微软MSFT |
| 0.27% | 0.29% | $28.5万 | 764股 | $27.8万 | 751股 | +13股+1.73% | 加仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.26% | 0.26% | $28.0万 | 7,374股 | $24.8万 | 7,478股 | -104股-1.39% | 减仓 |
| I景顺·S&PSPHQ |
| 0.25% | 0.23% | $26.2万 | 2,910股 | $21.8万 | 2,903股 | +7股+0.24% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.26% | $26.0万 | 1,091股 | $25.5万 | 1,225股 | -134股-10.94% | 减仓 |
 WorkdayWDAY |
| 0.23% | 0.27% | $24.8万 | 2,022股 | $26.2万 | 2,017股 | +5股+0.25% | 加仓 |
