| SSPDR标普500 ETFSPY |
| 26.27% | 25.23% | $1.67亿 | 22.3万股 | $1.45亿 | 22.3万股 | -37股-0.02% | 减仓 |
| IiShares安硕信托STIP |
| 7.6% | 8.44% | $4,824.8万 | 47.2万股 | $4,858.3万 | 47.0万股 | +2,555股+0.54% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 5.96% | 6.18% | $3,780.2万 | 65.0万股 | $3,560.7万 | 60.8万股 | +4.1万股+6.79% | 加仓 |
| IiShares安硕信托TLT |
| 3.76% | 3.95% | $2,388.8万 | 27.6万股 | $2,273.7万 | 26.2万股 | +1.4万股+5.39% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.28% | 3.54% | $2,080.4万 | 26.3万股 | $2,038.5万 | 25.7万股 | +6,088股+2.37% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 2.98% | 3.13% | $1,893.3万 | 70.5万股 | $1,801.2万 | 66.8万股 | +3.7万股+5.58% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.83% | 2.7% | $1,798.4万 | 18.7万股 | $1,555.5万 | 17.5万股 | +1.1万股+6.35% | 加仓 |
| WWORLD GOLD TRGLD |
| 2.73% | 1.46% | $1,731.1万 | 21.8万股 | $837.8万 | 9.0万股 | +12.8万股+141.14% | 加仓 |
| SSPDR道富系列信托BWX |
| 2.58% | 2.76% | $1,637.1万 | 75.5万股 | $1,587.8万 | 72.3万股 | +3.2万股+4.39% | 加仓 |
| IiShares安硕信托IVV |
| 2.42% | 2.46% | $1,536.9万 | 2.1万股 | $1,418.9万 | 2.2万股 | -1,199股-5.52% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.92% | 2.01% | $1,216.8万 | 17.1万股 | $1,154.7万 | 18.0万股 | -9,409股-5.22% | 减仓 |
 苹果AAPL |
| 1.92% | 1.79% | $1,216.2万 | 4.2万股 | $1,028.3万 | 4.1万股 | +1,513股+3.73% | 加仓 |
| PPimco Active Bond ETFBOND |
| 1.9% | 2.02% | $1,206.0万 | 13.1万股 | $1,162.6万 | 12.6万股 | +4,806股+3.81% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.8% | 1.72% | $1,144.2万 | 23.6万股 | $992.7万 | 20.7万股 | +3.0万股+14.36% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 1.72% | 1.71% | $1,091.6万 | 22.2万股 | $984.2万 | 24.5万股 | -2.3万股-9.57% | 减仓 |
| S道富SPYX |
| 1.69% | 1.68% | $1,075.4万 | 17.6万股 | $967.5万 | 18.2万股 | -6,430股-3.52% | 减仓 |
| V先锋领航指数基金VXF |
| 1.3% | 1.27% | $827.4万 | 3.4万股 | $731.2万 | 3.6万股 | -1,926股-5.42% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.16% | 1.16% | $738.9万 | 20.1万股 | $670.1万 | 19.7万股 | +3,305股+1.68% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.91% | 0.96% | $577.2万 | 5.6万股 | $554.9万 | 5.7万股 | -1,560股-2.73% | 减仓 |
| IiShares安硕信托SHV |
| 0.83% | 0.84% | $529.0万 | 4.8万股 | $486.2万 | 4.4万股 | +3,900股+8.86% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.8% | 0.76% | $509.5万 | 3.9万股 | $436.9万 | 3.9万股 | -385股-0.99% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.74% | 0.79% | $466.7万 | 9.3万股 | $455.5万 | 9.1万股 | +1,726股+1.89% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.63% | 0.68% | $399.1万 | 8.5万股 | $388.8万 | 8.3万股 | +2,452股+2.96% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.53% | 0.48% | $335.5万 | 4.1万股 | $277.1万 | 3.8万股 | +2,476股+6.44% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.51% | 0.54% | $325.9万 | 3.2万股 | $313.4万 | 3.3万股 | -1,070股-3.26% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.47% | 0.42% | $300.5万 | 3.6万股 | $243.9万 | 3.4万股 | +2,490股+7.32% | 加仓 |
 微软MSFT |
| 0.47% | 0.54% | $299.4万 | 8,026股 | $309.2万 | 8,352股 | -326股-3.90% | 减仓 |
| IiShares安硕信托USXF |
| 0.46% | 0.41% | $294.2万 | 4.2万股 | $234.9万 | 4.3万股 | -195股-0.46% | 减仓 |
| IiShares黄金信托IAU |
| 0.45% | 0.58% | $286.2万 | 3.8万股 | $336.4万 | 3.8万股 | -259股-0.68% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.4% | 0.44% | $256.0万 | 8.5万股 | $256.0万 | 8.5万股 | +154股+0.18% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.4% | 0.27% | $255.5万 | 1.3万股 | $155.7万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托XVV |
| 0.4% | 0.38% | $255.4万 | 4.5万股 | $220.2万 | 4.5万股 | +225股+0.50% | 加仓 |
| IiShares安硕信托CMF |
| 0.4% | 0.42% | $254.1万 | 4.4万股 | $243.2万 | 4.3万股 | +1,300股+3.04% | 加仓 |
| IiShares安硕信托IDV |
| 0.35% | 0.41% | $224.9万 | 5.4万股 | $237.5万 | 5.6万股 | -1,525股-2.73% | 减仓 |
 博通AVGO |
| 0.35% | 0.39% | $222.2万 | 5,883股 | $222.3万 | 7,182股 | -1,299股-18.09% | 减仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 0.34% | 0.34% | $216.4万 | 8,555股 | $194.3万 | 8,720股 | -165股-1.89% | 减仓 |
| IiShares安硕信托IBTH |
| 0.34% | 0.37% | $216.0万 | 9.7万股 | $212.6万 | 9.5万股 | +1,760股+1.86% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.34% | 0.37% | $215.2万 | 9.4万股 | $212.2万 | 9.3万股 | +1,393股+1.50% | 加仓 |
| IiShares安硕信托IBTI |
| 0.34% | 0.37% | $213.6万 | 9.6万股 | $210.2万 | 9.4万股 | +2,130股+2.26% | 加仓 |
 礼来LLY |
| 0.32% | 0.26% | $204.1万 | 1,702股 | $146.9万 | 1,597股 | +105股+6.57% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.3% | $198.5万 | 6,064股 | $173.6万 | 5,901股 | +163股+2.76% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.31% | 0.3% | $194.5万 | 2,766股 | $171.5万 | 2,781股 | -15股-0.54% | 减仓 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 0.3% | 0.21% | $188.7万 | 1.7万股 | $123.2万 | 1.7万股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.3% | 0.27% | $187.6万 | 3.6万股 | $154.5万 | 3.4万股 | +1,905股+5.59% | 加仓 |
| SSPDR黄金信托GLD |
| 0.3% | 0.38% | $187.4万 | 5,087股 | $220.3万 | 5,120股 | -33股-0.64% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.29% | 0.31% | $183.6万 | 1.2万股 | $176.9万 | 1.3万股 | -1,495股-11.16% | 减仓 |
 好市多COST |
| 0.29% | 0.34% | $183.4万 | 1,961股 | $198.2万 | 1,989股 | -28股-1.41% | 减仓 |
| IiShares安硕信托DMXF |
| 0.28% | 0.27% | $174.9万 | 2.1万股 | $156.0万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.26% | 0.3% | $168.0万 | 2.3万股 | $173.6万 | 2.4万股 | -690股-2.93% | 减仓 |
 沃尔玛WMT |
| 0.26% | 0.33% | $166.7万 | 1.5万股 | $191.2万 | 1.5万股 | -661股-4.30% | 减仓 |
