| S嘉信·USSCHX |
| 11.38% | 11.09% | $1,257.1万 | 42.7万股 | $1,081.5万 | 42.2万股 | +5,349股+1.27% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 10.96% | 11.11% | $1,210.9万 | 52.4万股 | $1,083.6万 | 46.7万股 | +5.7万股+12.18% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 10.83% | 11.16% | $1,196.8万 | 24.8万股 | $1,088.5万 | 22.5万股 | +2.3万股+10.43% | 加仓 |
| S嘉信策略信托SCHC |
| 5.53% | 6.08% | $611.0万 | 11.6万股 | $592.9万 | 12.1万股 | -5,366股-4.43% | 减仓 |
| AAvantis·U SAVUV |
| 4.42% | 4.51% | $487.9万 | 3.9万股 | $439.9万 | 4.0万股 | -710股-1.78% | 减仓 |
| A美国世纪ETF信托AVLV |
| 4.23% | 4.27% | $467.5万 | 5.1万股 | $416.9万 | 5.2万股 | -468股-0.90% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 4.12% | 3.69% | $454.7万 | 6.3万股 | $360.3万 | 5.9万股 | +4,146股+7.06% | 加仓 |
| S嘉信策略信托SCHF |
| 3.46% | 3.52% | $382.3万 | 13.8万股 | $343.0万 | 13.9万股 | -586股-0.42% | 减仓 |
| V先锋领航指数基金VBK |
| 2.58% | 2.4% | $284.4万 | 7,778股 | $234.5万 | 7,758股 | +20股+0.26% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.27% | 2.29% | $250.9万 | 1.1万股 | $223.1万 | 1.0万股 | +228股+2.20% | 加仓 |
| V先锋领航指数基金VUG |
| 2.22% | 2.09% | $244.8万 | 2.8万股 | $203.8万 | 4,666股 | +2.4万股+509.15% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.09% | 2.19% | $230.8万 | 6.8万股 | $213.2万 | 7.3万股 | -4,998股-6.83% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.84% | 1.83% | $203.0万 | 5.0万股 | $178.3万 | 5.2万股 | -1,646股-3.19% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.64% | 1.79% | $181.6万 | 5.2万股 | $174.2万 | 5.2万股 | +85股+0.16% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.5% | 1.53% | $166.2万 | 4.8万股 | $149.7万 | 4.9万股 | -1,329股-2.71% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.46% | 1.63% | $161.0万 | 3.5万股 | $158.5万 | 3.5万股 | +648股+1.87% | 加仓 |
| V先锋领航·TOTALBND |
| 1.39% | 1.63% | $153.2万 | 2.1万股 | $159.1万 | 2.2万股 | -742股-3.43% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.25% | 1.3% | $137.6万 | 4.4万股 | $127.2万 | 4.6万股 | -1,428股-3.13% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.14% | 1.14% | $125.5万 | 4.8万股 | $111.2万 | 4.7万股 | +954股+2.03% | 加仓 |
| V先锋领航指数基金VTV |
| 1.07% | 1.09% | $117.9万 | 5,409股 | $105.9万 | 5,396股 | +13股+0.24% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.03% | 1.04% | $113.9万 | 1.4万股 | $101.9万 | 1.2万股 | +1,468股+11.92% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.02% | 1.1% | $112.2万 | 4,619股 | $107.0万 | 4,926股 | -307股-6.23% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.96% | 1.07% | $106.0万 | 2.6万股 | $104.6万 | 2.7万股 | -111股-0.42% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.94% | 1% | $103.3万 | 1.3万股 | $97.7万 | 1.2万股 | +748股+6.07% | 加仓 |
| V先锋领航指数基金VB |
| 0.92% | 0.92% | $101.8万 | 3,359股 | $90.1万 | 3,438股 | -79股-2.30% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.89% | 0.38% | $98.5万 | 1.3万股 | $36.6万 | 4,844股 | +8,168股+168.62% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.88% | 0.5% | $96.7万 | 1,510股 | $48.7万 | 1,481股 | +29股+1.96% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.82% | 0.92% | $90.1万 | 1.9万股 | $90.1万 | 1.9万股 | -893股-4.59% | 减仓 |
| V先锋领航指数基金VOO |
| 0.8% | 0.79% | $88.3万 | 1,285股 | $77.4万 | 1,296股 | -11股-0.85% | 减仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.73% | 0.96% | $80.8万 | 1.8万股 | $93.7万 | 1.8万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.72% | 0.49% | $79.8万 | 1,084股 | $47.5万 | 823股 | +261股+31.71% | 加仓 |
| IiShares安硕信托IXUS |
| 0.71% | 0.7% | $78.8万 | 8,257股 | $68.3万 | 7,879股 | +378股+4.80% | 加仓 |
| F富达·VALUE FACTOR ETFFVAL |
| 0.69% | 0.66% | $75.7万 | 9,716股 | $64.6万 | 9,304股 | +412股+4.43% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.68% | 0.76% | $74.9万 | 1.6万股 | $74.2万 | 1.6万股 | +199股+1.26% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.65% | 0.72% | $72.3万 | 9,286股 | $70.6万 | 9,008股 | +278股+3.09% | 加仓 |
| V先锋领航指数基金VV |
| 0.61% | 0.58% | $67.4万 | 1,961股 | $56.9万 | 1,905股 | +56股+2.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.59% | 0.52% | $65.4万 | 876股 | $50.5万 | 776股 | +100股+12.89% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.48% | $64.1万 | 1,793股 | $46.4万 | 1,613股 | +180股+11.16% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.57% | 0.55% | $63.2万 | 5,732股 | $54.1万 | 5,563股 | +169股+3.04% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.57% | 0.6% | $62.5万 | 6,689股 | $58.5万 | 6,610股 | +79股+1.20% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.52% | 0.51% | $57.9万 | 3,690股 | $50.0万 | 3,617股 | +73股+2.02% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.51% | 0.58% | $56.2万 | 1.4万股 | $56.6万 | 1.5万股 | -905股-6.23% | 减仓 |
| IIONQIONQ |
| 0.48% | 0.3% | $53.3万 | 1.0万股 | $28.8万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.46% | 0.47% | $50.8万 | 6,708股 | $45.4万 | 6,464股 | +244股+3.77% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.39% | 0.39% | $43.2万 | 9,735股 | $37.8万 | 9,735股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.38% | 0.37% | $42.4万 | 1,464股 | $36.3万 | 1,428股 | +36股+2.52% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.38% | 0.44% | $41.5万 | 1.1万股 | $42.8万 | 1.1万股 | -252股-2.34% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.35% | 0.39% | $38.4万 | 7,982股 | $38.3万 | 8,197股 | -215股-2.62% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.34% | 0.37% | $37.3万 | 7,370股 | $36.5万 | 7,210股 | +160股+2.22% | 加仓 |
 礼来LLY |
| 0.33% | 0.28% | $36.0万 | 300股 | $27.6万 | 300股 | 00.00% | 持仓不变 |
