| I景顺QQQ信托VOO |
| 15.67% | 15.48% | $3,893.3万 | 5.3万股 | $3,054.6万 | 5.3万股 | -53股-0.10% | 减仓 |
| V先锋领航指数基金VTV |
| 10.1% | 2.96% | $2,508.3万 | 11.5万股 | $584.4万 | 3.0万股 | +8.5万股+286.41% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 5.82% | 6.3% | $1,446.1万 | 2.8万股 | $1,242.2万 | 2.7万股 | +864股+3.22% | 加仓 |
| B贝莱德ETF信托DYNF |
| 5.2% | 5.67% | $1,290.9万 | 19.0万股 | $1,119.5万 | 19.2万股 | -2,618股-1.36% | 减仓 |
| S道富SPYM |
| 4.66% | — | $1,157.0万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 4.32% | 4.69% | $1,074.3万 | 18.0万股 | $925.3万 | 17.1万股 | +8,781股+5.13% | 加仓 |
| B贝莱德ETF信托BAI |
| 3.49% | 0.28% | $867.1万 | 16.4万股 | $55.3万 | 1.7万股 | +14.8万股+880.82% | 加仓 |
| B贝莱德ETF信托CORO |
| 2.85% | — | $708.4万 | 19.4万股 | $0 | 0股 | +19.4万股 | 新买入 |
| DDBX ETF信托DBEF |
| 2.43% | 2.92% | $602.6万 | 11.0万股 | $575.8万 | 11.7万股 | -6,260股-5.37% | 减仓 |
| B贝莱德ETF信托BLCR |
| 2.29% | — | $567.7万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| V先锋领航·TOTALBND |
| 2.12% | 2.4% | $526.8万 | 7.2万股 | $472.9万 | 6.4万股 | +7,550股+11.76% | 加仓 |
| GGlobal X基金SHLD |
| 2.05% | 1.51% | $509.8万 | 8.5万股 | $297.6万 | 4.2万股 | +4.3万股+103.26% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.76% | — | $437.2万 | 15.6万股 | $0 | 0股 | +15.6万股 | 新买入 |
| AAvantis·U SAVUV |
| 1.68% | 2.3% | $417.9万 | 3.4万股 | $454.5万 | 4.1万股 | -7,642股-18.57% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 1.62% | 1.79% | $402.9万 | 14.7万股 | $353.1万 | 13.0万股 | +1.8万股+13.68% | 加仓 |
| V先锋领航指数基金VOO |
| 1.6% | 1.82% | $396.6万 | 5,775股 | $360.0万 | 6,025股 | -250股-4.15% | 减仓 |
| I景顺·S&PSPHQ |
| 1.33% | 1.15% | $329.5万 | 3.7万股 | $226.4万 | 3.0万股 | +6,460股+21.45% | 加仓 |
| V先锋领航·MIDVO |
| 1.3% | 3.88% | $322.0万 | 4.0万股 | $766.1万 | 2.7万股 | +1.3万股+49.80% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.26% | 1.26% | $313.4万 | 2.8万股 | $248.4万 | 2.4万股 | +3,727股+15.51% | 加仓 |
| GGlobal X基金PAVE |
| 1.25% | 1.36% | $310.5万 | 5.3万股 | $268.5万 | 5.3万股 | -137股-0.26% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.17% | 6.12% | $290.3万 | 1.3万股 | $1,207.9万 | 6.3万股 | -5.0万股-78.99% | 减仓 |
 BOWHEAD SPECIALTYBOW |
| 1.15% | 1.09% | $286.0万 | 9.6万股 | $214.4万 | 9.6万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.12% | 1.24% | $278.5万 | 3,730股 | $244.5万 | 3,759股 | -29股-0.77% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.11% | 1.04% | $275.7万 | 1.1万股 | $205.9万 | 1.1万股 | -419股-3.69% | 减仓 |
| EEA SERIES TRUSTFMTM |
| 1.08% | 0.56% | $268.0万 | 6.1万股 | $109.8万 | 3.2万股 | +3.0万股+94.40% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 1.05% | 0.99% | $261.1万 | 5.9万股 | $194.7万 | 5.1万股 | +8,014股+15.81% | 加仓 |
| IiShares安硕信托IVW |
| 0.99% | 1.02% | $245.2万 | 1.8万股 | $201.6万 | 1.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.95% | 1.02% | $236.3万 | 4.4万股 | $202.1万 | 3.8万股 | +5,456股+14.25% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.88% | 1.3% | $219.7万 | 4.3万股 | $257.1万 | 5.2万股 | -8,112股-15.74% | 减仓 |
| IiShares安硕信托IEFA |
| 0.88% | 1.27% | $218.2万 | 2.3万股 | $250.4万 | 2.8万股 | -5,076股-18.35% | 减仓 |
| IiShares安硕信托VLUE |
| 0.76% | 0.63% | $189.7万 | 9,492股 | $124.2万 | 8,734股 | +758股+8.68% | 加仓 |
| S嘉信策略信托SCHD |
| 0.71% | 0.77% | $176.7万 | 5.6万股 | $152.4万 | 5.0万股 | +6,038股+12.15% | 加仓 |
 苹果AAPL |
| 0.7% | 0.52% | $172.8万 | 5,971股 | $103.3万 | 4,072股 | +1,899股+46.64% | 加仓 |
| IiShares安硕信托IBTH |
| 0.69% | 1.04% | $170.5万 | 7.6万股 | $205.5万 | 9.2万股 | -1.5万股-16.82% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.63% | 0.75% | $156.9万 | 6,911股 | $147.7万 | 6,997股 | -86股-1.23% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.62% | 1.04% | $154.2万 | 6.7万股 | $204.4万 | 8.9万股 | -2.2万股-24.45% | 减仓 |
| I景顺·S&PIDMO |
| 0.52% | 0.56% | $130.3万 | 2.2万股 | $109.6万 | 2.0万股 | +1,631股+8.16% | 加仓 |
| IiShares安硕信托IVV |
| 0.5% | 0.64% | $125.1万 | 1,670股 | $126.3万 | 1,933股 | -263股-13.61% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.49% | 0.47% | $123.0万 | 7,227股 | $92.4万 | 6,369股 | +858股+13.47% | 加仓 |
| IiShares安硕·COREIJR |
| 0.44% | 0.55% | $110.1万 | 7,425股 | $109.0万 | 8,765股 | -1,340股-15.29% | 减仓 |
 雷神技术RTX |
| 0.44% | 0.56% | $109.9万 | 5,794股 | $110.2万 | 5,714股 | +80股+1.40% | 加仓 |
 英伟达NVDA |
| 0.43% | 0.34% | $106.0万 | 5,300股 | $67.2万 | 3,856股 | +1,444股+37.45% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.42% | 0.47% | $104.7万 | 6,671股 | $92.3万 | 6,671股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.41% | 0.45% | $101.8万 | 2,387股 | $88.5万 | 2,387股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.4% | 0.44% | $99.4万 | 2,428股 | $86.6万 | 2,428股 | 00.00% | 持仓不变 |
| IiShares安硕信托REZ |
| 0.39% | 0.37% | $95.9万 | 1.0万股 | $73.3万 | 8,814股 | +1,313股+14.90% | 加仓 |
| V先锋领航指数基金VOT |
| 0.35% | 0.37% | $87.4万 | 2,852股 | $73.4万 | 2,852股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.32% | 0.49% | $80.7万 | 1.0万股 | $97.5万 | 1.4万股 | -3,974股-27.52% | 减仓 |
 亚马逊AMZN |
| 0.32% | 0.27% | $79.6万 | 3,340股 | $53.1万 | 2,551股 | +789股+30.93% | 加仓 |
| KKINSALE CAPKNSL |
| 0.3% | 0.4% | $75.5万 | 2,288股 | $78.2万 | 2,288股 | 00.00% | 持仓不变 |
