| SSPDR标普500 ETFSPY |
| 16.33% | 15.25% | $2,442.8万 | 3.3万股 | $2,083.8万 | 3.2万股 | +669股+2.09% | 加仓 |
| V先锋领航指数基金VUG |
| 8.75% | 8.77% | $1,308.4万 | 15.2万股 | $1,199.0万 | 2.7万股 | +12.4万股+453.38% | 加仓 |
| I景顺·S&PSPHQ |
| 7.39% | 4.53% | $1,106.0万 | 12.3万股 | $619.6万 | 8.2万股 | +4.0万股+48.96% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 7.38% | 6.35% | $1,104.4万 | 4.7万股 | $867.7万 | 4.0万股 | +6,324股+15.67% | 加仓 |
| IiShares安硕·COREIJH |
| 4.71% | 4.32% | $705.1万 | 9.1万股 | $590.5万 | 8.7万股 | +4,001股+4.58% | 加仓 |
| DDOUBLELINE MORTGAGE ETFDMBS |
| 4.69% | 4.46% | $701.1万 | 14.3万股 | $608.9万 | 12.3万股 | +2.0万股+15.83% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.25% | 4.6% | $636.2万 | 8.2万股 | $628.8万 | 8.0万股 | +1,470股+1.83% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.05% | 3.82% | $606.1万 | 5.8万股 | $522.1万 | 5.4万股 | +4,589股+8.54% | 加仓 |
| IiShares安硕信托USMV |
| 3.88% | 4.33% | $580.5万 | 6.0万股 | $591.0万 | 6.4万股 | -3,546股-5.56% | 减仓 |
| IiShares安硕信托IEI |
| 3.51% | 3.82% | $525.4万 | 4.5万股 | $522.6万 | 4.4万股 | +677股+1.54% | 加仓 |
| IiShares安硕信托EFAV |
| 3.48% | 2.87% | $520.5万 | 5.9万股 | $391.5万 | 4.3万股 | +1.6万股+38.49% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.21% | 2.84% | $479.8万 | 2.5万股 | $388.7万 | 2.9万股 | -4,063股-13.89% | 减仓 |
| I景顺交易所交易基金IIPGX |
| 2.78% | 2.85% | $415.8万 | 38.4万股 | $389.3万 | 35.8万股 | +2.6万股+7.22% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.38% | 2.48% | $356.2万 | 4.3万股 | $338.5万 | 4.1万股 | +2,194股+5.36% | 加仓 |
| IiShares安硕信托DSI |
| 2.11% | 2.09% | $315.5万 | 2.2万股 | $286.2万 | 2.4万股 | -1,464股-6.20% | 减仓 |
| S嘉信策略信托SCHD |
| 1.99% | 3.91% | $298.2万 | 9.4万股 | $534.4万 | 17.4万股 | -8.0万股-46.00% | 减仓 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 1.88% | 2.43% | $280.9万 | 5.7万股 | $332.1万 | 6.7万股 | -1.0万股-15.15% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.74% | 1.94% | $260.5万 | 5.1万股 | $265.1万 | 5.2万股 | -1,006股-1.93% | 减仓 |
 iShares安硕·MBSACGL |
| 1.49% | 1.65% | $222.6万 | 2.4万股 | $225.5万 | 2.4万股 | -193股-0.81% | 减仓 |
| BBONDBLOXX ETF TRUSTBBBS |
| 1.31% | 0.94% | $195.6万 | 3.8万股 | $128.0万 | 2.5万股 | +1.3万股+53.10% | 加仓 |
| V先锋领航全球基金VGT |
| 1.27% | 2.18% | $190.5万 | 1.6万股 | $298.0万 | 4,107股 | +1.2万股+288.02% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.21% | 1.05% | $180.9万 | 7,172股 | $144.0万 | 7,939股 | -767股-9.66% | 减仓 |
| RRBB FDTBIL |
| 1% | 1.54% | $149.4万 | 3.0万股 | $210.5万 | 4.2万股 | -1.2万股-29.02% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.88% | 1.26% | $131.9万 | 8,314股 | $171.7万 | 1.2万股 | -3,399股-29.02% | 减仓 |
| IiShares安硕信托IJJ |
| 0.82% | 0.81% | $122.7万 | 8,306股 | $110.0万 | 8,306股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.79% | 1% | $118.0万 | 3.5万股 | $136.4万 | 3.5万股 | -40股-0.11% | 减仓 |
| IiShares安硕信托AGG |
| 0.79% | 1.08% | $117.8万 | 1.2万股 | $147.5万 | 1.5万股 | -2,959股-19.92% | 减仓 |
| V先锋领航指数基金VTV |
| 0.65% | 0.68% | $97.8万 | 4,487股 | $92.9万 | 4,737股 | -250股-5.28% | 减仓 |
| IiShares黄金信托IAU |
| 0.54% | 0.62% | $80.5万 | 1.1万股 | $85.2万 | 9,661股 | +1,004股+10.39% | 加仓 |
| IiShares安硕信托IJK |
| 0.53% | 0.5% | $78.7万 | 6,695股 | $68.5万 | 6,808股 | -113股-1.66% | 减仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.47% | 0.8% | $69.8万 | 5.9万股 | $109.2万 | 6.9万股 | -1.0万股-14.83% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.37% | 0.43% | $54.7万 | 2,410股 | $58.7万 | 2,781股 | -371股-13.34% | 减仓 |
| IiShares安硕信托IVV |
| 0.35% | 0.38% | $53.0万 | 708股 | $52.1万 | 798股 | -90股-11.28% | 减仓 |
| IiShares安硕信托AOA |
| 0.3% | 0.3% | $45.4万 | 4,652股 | $41.2万 | 4,652股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.26% | 0.31% | $38.6万 | 1,284股 | $42.0万 | 1,694股 | -410股-24.20% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.25% | 0.58% | $37.9万 | 5,063股 | $79.1万 | 1.1万股 | -5,756股-53.20% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.22% | 0.23% | $33.6万 | 4,014股 | $31.3万 | 4,170股 | -156股-3.74% | 减仓 |
| IiShares安硕信托IVW |
| 0.21% | 0.26% | $31.8万 | 2,315股 | $35.3万 | 3,118股 | -803股-25.75% | 减仓 |
| IiShares安硕信托EFV |
| 0.21% | 0.27% | $31.2万 | 4,072股 | $37.0万 | 4,981股 | -909股-18.25% | 减仓 |
 英伟达NVDA |
| 0.2% | 0.19% | $30.6万 | 1,528股 | $25.8万 | 1,478股 | +50股+3.38% | 加仓 |
| IiShares安硕·COREIJR |
| 0.2% | 0.23% | $29.8万 | 2,013股 | $30.9万 | 2,485股 | -472股-18.99% | 减仓 |
 苹果AAPL |
| 0.2% | 0.19% | $29.3万 | 1,014股 | $25.7万 | 1,014股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.19% | 0.24% | $27.8万 | 2,030股 | $32.2万 | 2,722股 | -692股-25.42% | 减仓 |
 WILLIAMS SONOMAWSM |
| 0.17% | — | $25.4万 | 1,089股 | $0 | 0股 | +1,089股 | 新买入 |
 亚马逊AMZN |
| 0.17% | 0.16% | $24.8万 | 1,039股 | $21.6万 | 1,039股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.15% | 0.47% | $22.2万 | 742股 | $63.7万 | 2,262股 | -1,520股-67.20% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.14% | — | $20.8万 | 1,166股 | $0 | 0股 | +1,166股 | 新买入 |
 泛林集团LRCX |
| 0.14% | — | $20.6万 | 475股 | $0 | 0股 | +475股 | 新买入 |
