| V先锋领航指数基金VOO |
| 10.65% | 10.57% | $3.54亿 | 51.5万股 | $3.14亿 | 52.6万股 | -1.1万股-2.09% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 9.37% | 9.87% | $3.11亿 | 299.6万股 | $2.93亿 | 302.0万股 | -2.4万股-0.81% | 减仓 |
| SSPDR标普500 ETFSPY |
| 7.27% | 7.27% | $2.42亿 | 32.4万股 | $2.16亿 | 33.2万股 | -8,683股-2.61% | 减仓 |
| V先锋领航指数基金VNQ |
| 5.09% | 5.2% | $1.69亿 | 175.4万股 | $1.54亿 | 174.1万股 | +1.3万股+0.75% | 加仓 |
| S道富SPYM |
| 4.79% | 4.75% | $1.59亿 | 181.2万股 | $1.41亿 | 184.3万股 | -3.1万股-1.69% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 4.36% | 4.71% | $1.45亿 | 48.1万股 | $1.40亿 | 56.4万股 | -8.2万股-14.61% | 减仓 |
| V先锋领航·FSTEVWO |
| 4.35% | 5.87% | $1.44亿 | 241.9万股 | $1.74亿 | 322.8万股 | -80.9万股-25.06% | 减仓 |
| IiShares安硕·COREIJH |
| 4.21% | 5.34% | $1.40亿 | 181.1万股 | $1.59亿 | 234.9万股 | -53.8万股-22.90% | 减仓 |
| PPimco Active Bond ETFBOND |
| 3.45% | 3.31% | $1.15亿 | 124.4万股 | $9,828.6万 | 106.5万股 | +17.9万股+16.79% | 加仓 |
| V先锋领航指数基金VBK |
| 3.27% | 3.2% | $1.09亿 | 29.7万股 | $9,499.3万 | 31.4万股 | -1.7万股-5.50% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.96% | 2.97% | $9,831.3万 | 129.2万股 | $8,837.6万 | 129.1万股 | +998股+0.08% | 加仓 |
| IiShares安硕信托EEM |
| 2.64% | 0.23% | $8,752.0万 | 127.9万股 | $674.1万 | 11.9万股 | +116.1万股+977.79% | 加仓 |
| I景顺QQQ信托VOO |
| 2.6% | 2.42% | $8,649.0万 | 11.7万股 | $7,180.9万 | 12.4万股 | -6,965股-5.60% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.42% | 2.55% | $8,026.5万 | 136.1万股 | $7,569.9万 | 127.1万股 | +9.0万股+7.06% | 加仓 |
| IiShares安硕信托AGG |
| 2.15% | 2.21% | $7,155.9万 | 72.3万股 | $6,559.9万 | 66.1万股 | +6.2万股+9.41% | 加仓 |
| IiShares安硕信托IVV |
| 1.56% | 1.6% | $5,170.7万 | 6.9万股 | $4,758.3万 | 7.3万股 | -3,800股-5.22% | 减仓 |
 苹果AAPL |
| 1.46% | 1.4% | $4,865.9万 | 16.8万股 | $4,165.4万 | 16.4万股 | +4,032股+2.46% | 加仓 |
 英伟达NVDA |
| 1.25% | 1.22% | $4,140.4万 | 20.7万股 | $3,638.5万 | 20.9万股 | -1,702股-0.82% | 减仓 |
 谷歌AGOOGL |
| 1.09% | 0.98% | $3,611.4万 | 10.1万股 | $2,912.4万 | 10.1万股 | -222股-0.22% | 减仓 |
 亚马逊AMZN |
| 0.92% | 0.89% | $3,043.4万 | 12.8万股 | $2,655.4万 | 12.7万股 | +194股+0.15% | 加仓 |
 微软MSFT |
| 0.89% | 0.95% | $2,963.3万 | 7.9万股 | $2,818.3万 | 7.6万股 | +3,306股+4.34% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.77% | 0.75% | $2,556.4万 | 45.7万股 | $2,221.2万 | 47.2万股 | -1.5万股-3.25% | 减仓 |
| IiShares安硕信托ITOT |
| 0.76% | 0.75% | $2,535.4万 | 15.5万股 | $2,224.7万 | 15.7万股 | -2,397股-1.52% | 减仓 |
| IiShares安硕信托ICSH |
| 0.73% | 0.56% | $2,430.6万 | 48.1万股 | $1,650.6万 | 32.6万股 | +15.4万股+47.37% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.67% | 0.69% | $2,238.1万 | 31.4万股 | $2,062.7万 | 32.2万股 | -7,774股-2.42% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.66% | 0.49% | $2,184.0万 | 43.2万股 | $1,453.2万 | 28.7万股 | +14.5万股+50.41% | 加仓 |
 摩根大通JPM |
| 0.65% | 0.65% | $2,144.8万 | 6.6万股 | $1,931.8万 | 6.6万股 | -148股-0.23% | 减仓 |
 Meta平台META |
| 0.57% | 0.65% | $1,898.5万 | 3.4万股 | $1,941.9万 | 3.4万股 | -237股-0.70% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.56% | 0.59% | $1,846.5万 | 18.1万股 | $1,749.6万 | 18.5万股 | -4,441股-2.40% | 减仓 |
 VisaV |
| 0.51% | 0.49% | $1,681.6万 | 4.9万股 | $1,465.1万 | 4.8万股 | +539股+1.11% | 加仓 |
| PPGIM ULTRAPULS |
| 0.46% | 0.48% | $1,537.2万 | 31.0万股 | $1,432.6万 | 28.9万股 | +2.1万股+7.19% | 加仓 |
 博通AVGO |
| 0.44% | 0.41% | $1,472.1万 | 3.9万股 | $1,210.3万 | 3.9万股 | -133股-0.34% | 减仓 |
 派克汉尼汾PH |
| 0.44% | 0.46% | $1,469.1万 | 1.5万股 | $1,355.3万 | 1.5万股 | -119股-0.79% | 减仓 |
 PALO ALTOPANW |
| 0.44% | 0.23% | $1,460.5万 | 4.3万股 | $688.1万 | 4.3万股 | -94股-0.22% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.41% | 0.42% | $1,362.7万 | 13.3万股 | $1,258.3万 | 13.2万股 | +951股+0.72% | 加仓 |
 联合太平洋铁路UNP |
| 0.39% | 0.02% | $1,292.2万 | 4.8万股 | $54.6万 | 2,250股 | +4.5万股+2,011.38% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.38% | 0.41% | $1,273.0万 | 17股 | $1,220.8万 | 17股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.38% | 0.45% | $1,265.0万 | 8.3万股 | $1,348.9万 | 8.4万股 | -965股-1.14% | 减仓 |
 强生JNJ |
| 0.37% | 0.4% | $1,226.2万 | 4.8万股 | $1,198.8万 | 4.9万股 | -761股-1.55% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.34% | 0.15% | $1,132.3万 | 4.4万股 | $438.5万 | 2.9万股 | +1.5万股+53.03% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.33% | 0.37% | $1,086.9万 | 14.0万股 | $1,094.8万 | 14.0万股 | -109股-0.08% | 减仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.31% | $1,053.3万 | 3.5万股 | $927.2万 | 3.5万股 | -651股-1.84% | 减仓 |
 礼来LLY |
| 0.32% | 0.27% | $1,049.3万 | 8,749股 | $790.3万 | 8,593股 | +156股+1.82% | 加仓 |
 阿斯麦ASML |
| 0.31% | 0.01% | $1,023.0万 | 5,142股 | $30.1万 | 228股 | +4,914股+2,155.26% | 加仓 |
 雪佛龙CVX |
| 0.3% | 0.43% | $984.8万 | 5.9万股 | $1,272.1万 | 6.1万股 | -2,075股-3.37% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.33% | $984.0万 | 2.0万股 | $973.0万 | 2.0万股 | -640股-3.15% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.28% | 0.33% | $938.0万 | 19.8万股 | $995.1万 | 20.9万股 | -1.1万股-5.45% | 减仓 |
 艺康ECL |
| 0.27% | 0.28% | $881.8万 | 3.2万股 | $846.1万 | 3.2万股 | -156股-0.49% | 减仓 |
 贝莱德·INC COMBLK |
| 0.26% | 0.3% | $879.2万 | 9,143股 | $880.0万 | 9,150股 | -7股-0.08% | 减仓 |
 美国电力AEP |
| 0.25% | 0.27% | $821.3万 | 6.0万股 | $795.6万 | 6.1万股 | -669股-1.10% | 减仓 |
