| V先锋领航·TOTALBNDX |
| 7.9% | 8.02% | $1,370.5万 | 28.3万股 | $1,261.5万 | 26.3万股 | +2.0万股+7.78% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 7.71% | 7.32% | $1,337.2万 | 10.5万股 | $1,151.4万 | 10.5万股 | -346股-0.33% | 减仓 |
| S嘉信策略信托SCHF |
| 7.53% | 7.58% | $1,305.4万 | 47.1万股 | $1,191.9万 | 48.2万股 | -1.0万股-2.15% | 减仓 |
| S嘉信策略信托SCHD |
| 5.32% | 5.79% | $922.2万 | 29.1万股 | $910.6万 | 29.7万股 | -5,983股-2.02% | 减仓 |
| IiShares安硕信托AGG |
| 5.26% | 5.06% | $911.3万 | 9.2万股 | $795.5万 | 8.0万股 | +1.2万股+14.89% | 加仓 |
| IiShares安硕信托SHYG |
| 4.12% | 4.2% | $714.6万 | 16.8万股 | $660.5万 | 15.6万股 | +1.2万股+7.93% | 加仓 |
| S道富SLYG |
| 3.14% | 2.87% | $545.0万 | 4.6万股 | $450.7万 | 4.7万股 | -896股-1.92% | 减仓 |
| I景顺自营指数基金BSCQ |
| 2.68% | 2.89% | $465.0万 | 23.8万股 | $455.4万 | 23.3万股 | +4,970股+2.13% | 加仓 |
| S嘉信策略信托SCHM |
| 2.4% | 2.26% | $415.9万 | 11.3万股 | $356.0万 | 11.5万股 | -2,198股-1.91% | 减仓 |
| I景顺自营指数基金BSCR |
| 2.1% | 2.09% | $364.1万 | 18.6万股 | $328.9万 | 16.8万股 | +1.8万股+10.77% | 加仓 |
 CloudflareNET |
| 2% | 1.86% | $347.4万 | 1.4万股 | $293.1万 | 1.4万股 | -41股-0.29% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.98% | 1.92% | $343.8万 | 10.2万股 | $301.2万 | 10.3万股 | -1,821股-1.76% | 减仓 |
| V先锋领航指数基金VTV |
| 1.95% | 1.97% | $337.8万 | 1.6万股 | $309.8万 | 1.6万股 | -285股-1.81% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.88% | 2.04% | $326.7万 | 2.1万股 | $320.5万 | 2.2万股 | -966股-4.46% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.84% | 1.83% | $318.3万 | 2.9万股 | $288.3万 | 3.0万股 | -1,315股-4.31% | 减仓 |
| I景顺自营指数基金BSCS |
| 1.7% | 1.64% | $294.4万 | 14.5万股 | $257.3万 | 12.6万股 | +1.9万股+14.76% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.69% | 1.73% | $292.7万 | 5.7万股 | $271.7万 | 5.8万股 | -1,393股-2.41% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.61% | 1.65% | $279.4万 | 5.5万股 | $259.6万 | 5.7万股 | -1,430股-2.51% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.54% | 1.62% | $267.2万 | 1.7万股 | $255.2万 | 1.8万股 | -187股-1.07% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 1.52% | 1.49% | $262.7万 | 9.0万股 | $234.7万 | 8.7万股 | +2,465股+2.83% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.42% | 1.41% | $246.4万 | 1.0万股 | $222.1万 | 1.0万股 | -84股-0.82% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.4% | 1.28% | $243.5万 | 13.1万股 | $201.7万 | 10.8万股 | +2.3万股+21.26% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.32% | 1.4% | $229.5万 | 4.5万股 | $220.8万 | 4.4万股 | +1,234股+2.80% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.22% | 1.17% | $211.0万 | 5,153股 | $183.6万 | 5,149股 | +4股+0.08% | 加仓 |
| IiShares安硕信托IBDR |
| 1.09% | 1.23% | $189.0万 | 7.8万股 | $192.9万 | 8.0万股 | -1,597股-2.01% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.09% | 1.21% | $188.4万 | 8.1万股 | $190.7万 | 8.2万股 | -672股-0.82% | 减仓 |
 英伟达NVDA |
| 1.06% | 0.98% | $183.8万 | 9,188股 | $153.6万 | 8,807股 | +381股+4.33% | 加仓 |
| I景顺自营指数基金BSCU |
| 0.94% | 0.85% | $162.8万 | 9.8万股 | $134.2万 | 8.0万股 | +1.8万股+21.88% | 加仓 |
 微软MSFT |
| 0.81% | 0.86% | $139.8万 | 3,749股 | $135.0万 | 3,648股 | +101股+2.77% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.76% | 0.83% | $131.7万 | 1.7万股 | $131.3万 | 1.7万股 | +162股+0.95% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.63% | 0.65% | $109.8万 | 1.1万股 | $101.5万 | 1.1万股 | -55股-0.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.6% | 0.58% | $104.5万 | 1,399股 | $91.0万 | 1,399股 | 00.00% | 持仓不变 |
| IiShares安硕信托ILCG |
| 0.58% | 0.52% | $100.4万 | 8,582股 | $81.9万 | 8,582股 | 00.00% | 持仓不变 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 0.58% | 0.44% | $99.8万 | 4.3万股 | $69.6万 | 3.0万股 | +1.3万股+44.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.5% | $96.7万 | 2,736股 | $79.2万 | 2,762股 | -26股-0.94% | 减仓 |
 亚马逊AMZN |
| 0.53% | 0.48% | $92.5万 | 3,881股 | $74.7万 | 3,588股 | +293股+8.17% | 加仓 |
| V先锋领航指数基金VUG |
| 0.5% | 0.46% | $86.4万 | 1.0万股 | $73.0万 | 1,671股 | +8,355股+500.00% | 加仓 |
| IiShares安硕·COREIJR |
| 0.49% | 0.49% | $85.5万 | 5,768股 | $77.8万 | 6,258股 | -490股-7.83% | 减仓 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.48% | 0.5% | $83.7万 | 1.8万股 | $79.0万 | 1.7万股 | +987股+5.93% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.46% | 0.43% | $79.5万 | 6,404股 | $68.3万 | 1,601股 | +4,803股+300.00% | 加仓 |
 博通AVGO |
| 0.45% | 0.37% | $78.3万 | 2,074股 | $57.8万 | 1,869股 | +205股+10.97% | 加仓 |
| V先锋领航·MIDVO |
| 0.43% | 0.43% | $75.0万 | 9,305股 | $67.4万 | 2,348股 | +6,957股+296.29% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.39% | 0.45% | $68.4万 | 972股 | $70.4万 | 1,141股 | -169股-14.81% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.38% | 0.41% | $65.9万 | 6,835股 | $63.7万 | 6,660股 | +175股+2.63% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.38% | 0.37% | $65.4万 | 7,812股 | $58.6万 | 7,797股 | +15股+0.19% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.37% | 0.36% | $64.9万 | 1.9万股 | $56.7万 | 1.9万股 | +43股+0.23% | 加仓 |
 谷歌AGOOGL |
| 0.37% | 0.34% | $64.7万 | 1,810股 | $52.8万 | 1,835股 | -25股-1.36% | 减仓 |
 特斯拉TSLA |
| 0.37% | 0.35% | $64.6万 | 1,536股 | $54.5万 | 1,465股 | +71股+4.85% | 加仓 |
 ADOBE COMADBE |
| 0.37% | 0.48% | $63.9万 | 3,117股 | $75.9万 | 3,122股 | -5股-0.16% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.36% | 0.39% | $62.6万 | 1.3万股 | $61.4万 | 1.3万股 | -119股-0.91% | 减仓 |
