| IiShares安硕信托AGG |
| 5.5% | 5.78% | $44.04亿 | 4,449.0万股 | $39.06亿 | 3,934.9万股 | +514.1万股+13.07% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.91% | 5.27% | $39.31亿 | 5,045.3万股 | $35.62亿 | 4,543.0万股 | +502.3万股+11.06% | 加仓 |
| V先锋领航指数基金VOO |
| 4.67% | 4.65% | $37.41亿 | 544.7万股 | $31.42亿 | 525.9万股 | +18.8万股+3.58% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 4.06% | 4.04% | $32.47亿 | 7,319.9万股 | $27.32亿 | 7,029.2万股 | +290.7万股+4.13% | 加仓 |
| IiShares安硕信托MTUM |
| 3.47% | 2.98% | $27.81亿 | 811.3万股 | $20.13亿 | 838.9万股 | -27.6万股-3.29% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.25% | 3.39% | $26.02亿 | 3,651.9万股 | $22.90亿 | 3,573.9万股 | +78.1万股+2.18% | 加仓 |
| DDimensional维度·USDFUV |
| 2.96% | 3.04% | $23.70亿 | 4,308.7万股 | $20.52亿 | 4,233.7万股 | +75.0万股+1.77% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.67% | 2.65% | $21.36亿 | 5,118.5万股 | $17.91亿 | 4,873.1万股 | +245.4万股+5.04% | 加仓 |
 苹果AAPL |
| 2.51% | 2.48% | $20.08亿 | 699.5万股 | $16.79亿 | 666.6万股 | +32.9万股+4.94% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.36% | 2.58% | $18.88亿 | 3,898.8万股 | $17.43亿 | 3,628.2万股 | +270.6万股+7.46% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.93% | 2.02% | $15.45亿 | 4,147.8万股 | $13.67亿 | 3,846.1万股 | +301.7万股+7.84% | 加仓 |
 英伟达NVDA |
| 1.9% | 1.81% | $15.24亿 | 778.7万股 | $12.20亿 | 717.4万股 | +61.3万股+8.55% | 加仓 |
| IiShares安硕信托IMTM |
| 1.72% | 1.71% | $13.78亿 | 2,583.8万股 | $11.53亿 | 2,400.8万股 | +183.0万股+7.62% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.6% | 1.74% | $12.84亿 | 2,377.5万股 | $11.75亿 | 2,226.2万股 | +151.3万股+6.80% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.51% | 1.54% | $12.07亿 | 3,536.9万股 | $10.42亿 | 3,233.1万股 | +303.8万股+9.40% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.39% | 1.37% | $11.15亿 | 1,520.7万股 | $9.25亿 | 1,485.4万股 | +35.3万股+2.38% | 加仓 |
| IiShares安硕信托GVI |
| 1.39% | 1.47% | $11.14亿 | 1,034.7万股 | $9.93亿 | 935.8万股 | +98.9万股+10.57% | 加仓 |
| IiShares安硕信托GVI |
| 1.39% | 1.45% | $11.09亿 | 1,041.8万股 | $9.79亿 | 919.7万股 | +122.2万股+13.28% | 加仓 |
| V先锋领航指数基金VB |
| 1.3% | 1.29% | $10.37亿 | 342.0万股 | $8.72亿 | 332.9万股 | +9.1万股+2.73% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.23% | 1.33% | $9.87亿 | 1,653.9万股 | $8.97亿 | 1,659.3万股 | -5.4万股-0.33% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.2% | 1.18% | $9.62亿 | 996.8万股 | $7.97亿 | 988.9万股 | +7.9万股+0.80% | 加仓 |
| IiShares安硕信托IVV |
| 1.19% | 0.75% | $9.52亿 | 127.1万股 | $5.05亿 | 77.3万股 | +49.8万股+64.51% | 加仓 |
 微软MSFT |
| 1% | 1.1% | $8.00亿 | 215.7万股 | $7.45亿 | 201.9万股 | +13.8万股+6.84% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.72% | 0.8% | $5.80亿 | 1,146.4万股 | $5.40亿 | 1,083.2万股 | +63.1万股+5.83% | 加仓 |
 亚马逊AMZN |
| 0.72% | 0.68% | $5.75亿 | 241.9万股 | $4.61亿 | 221.9万股 | +20.0万股+9.03% | 加仓 |
 谷歌AGOOGL |
| 0.71% | 0.66% | $5.70亿 | 159.7万股 | $4.43亿 | 154.2万股 | +5.5万股+3.56% | 加仓 |
| G通用动力VTI |
| 0.7% | 0.98% | $5.64亿 | 152.4万股 | $6.64亿 | 207.0万股 | -54.6万股-26.36% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.6% | $5.17亿 | 147.1万股 | $4.04亿 | 141.1万股 | +6.0万股+4.26% | 加仓 |
 博通AVGO |
| 0.58% | 0.54% | $4.62亿 | 122.5万股 | $3.64亿 | 118.2万股 | +4.3万股+3.65% | 加仓 |
 美光科技MU |
| 0.57% | 0.2% | $4.57亿 | 39.9万股 | $1.35亿 | 39.9万股 | +246股+0.06% | 加仓 |
| V先锋领航指数基金VXF |
| 0.56% | 0.41% | $4.51亿 | 183.1万股 | $2.76亿 | 134.1万股 | +49.0万股+36.53% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.54% | 0.59% | $4.30亿 | 272.4万股 | $4.01亿 | 270.7万股 | +1.7万股+0.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.48% | $4.03亿 | 55.1万股 | $3.24亿 | 50.6万股 | +4.5万股+8.89% | 加仓 |
| IiShares安硕信托IEFA |
| 0.49% | 0.62% | $3.93亿 | 406.8万股 | $4.20亿 | 463.8万股 | -57.0万股-12.29% | 减仓 |
| DDimensional维度ETF信托DFCA |
| 0.48% | 0.52% | $3.84亿 | 765.7万股 | $3.50亿 | 702.7万股 | +63.0万股+8.97% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.39% | 0.36% | $3.13亿 | 382.5万股 | $2.41亿 | 339.4万股 | +43.1万股+12.70% | 加仓 |
 摩根大通JPM |
| 0.38% | 0.36% | $3.04亿 | 93.0万股 | $2.46亿 | 83.7万股 | +9.3万股+11.12% | 加仓 |
 Meta平台META |
| 0.37% | 0.4% | $2.99亿 | 53.5万股 | $2.71亿 | 47.5万股 | +6.0万股+12.63% | 加仓 |
| I景顺QQQ信托VOO |
| 0.37% | 0.3% | $2.98亿 | 40.8万股 | $2.00亿 | 34.7万股 | +6.1万股+17.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.4% | $2.95亿 | 59.0万股 | $2.70亿 | 56.4万股 | +2.6万股+4.54% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.37% | 0.41% | $2.93亿 | 71.6万股 | $2.80亿 | 78.5万股 | -6.9万股-8.81% | 减仓 |
| S嘉信·USSCHX |
| 0.36% | 0.38% | $2.85亿 | 967.1万股 | $2.55亿 | 992.9万股 | -25.8万股-2.60% | 减仓 |
 特斯拉TSLA |
| 0.34% | 0.32% | $2.72亿 | 65.0万股 | $2.17亿 | 58.7万股 | +6.3万股+10.69% | 加仓 |
 泛林集团LRCX |
| 0.33% | 0.2% | $2.63亿 | 60.8万股 | $1.36亿 | 63.7万股 | -2.9万股-4.60% | 减仓 |
 英特尔INTC |
| 0.32% | 0.16% | $2.55亿 | 182.8万股 | $1.11亿 | 251.8万股 | -69.0万股-27.38% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.32% | 0.33% | $2.54亿 | 115.7万股 | $2.23亿 | 116.1万股 | -4,261股-0.37% | 减仓 |
 AMD超威AMD |
| 0.31% | 0.08% | $2.47亿 | 42.4万股 | $5,671.5万 | 27.9万股 | +14.5万股+52.12% | 加仓 |
| S嘉信策略信托SCHF |
| 0.3% | 0.33% | $2.41亿 | 870.7万股 | $2.20亿 | 890.1万股 | -19.4万股-2.18% | 减仓 |
 强生JNJ |
| 0.29% | 0.33% | $2.36亿 | 92.8万股 | $2.23亿 | 91.1万股 | +1.7万股+1.88% | 加仓 |
 埃克森美孚XOM |
| 0.29% | 0.4% | $2.31亿 | 168.6万股 | $2.67亿 | 157.5万股 | +11.2万股+7.10% | 加仓 |
