| S道富SPYM |
| 12.76% | 13.12% | $3.00亿 | 341.2万股 | $2.72亿 | 354.7万股 | -13.5万股-3.82% | 减仓 |
| V先锋领航·FTSEVEA |
| 7.3% | 6.96% | $1.71亿 | 240.6万股 | $1.44亿 | 224.8万股 | +15.9万股+7.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.59% | 6.64% | $1.55亿 | 20.7万股 | $1.37亿 | 21.1万股 | -4,119股-1.95% | 减仓 |
| FFEDERATED HERMES ETF TRUSTFTRB |
| 5.99% | 3.46% | $1.41亿 | 561.3万股 | $7,147.6万 | 284.3万股 | +277.1万股+97.48% | 加仓 |
| A美国世纪ETF信托AVLC |
| 4.31% | 4.46% | $1.01亿 | 112.6万股 | $9,219.0万 | 118.9万股 | -6.3万股-5.29% | 减仓 |
| S道富SPMD |
| 3.5% | 3.7% | $8,215.2万 | 121.6万股 | $7,660.9万 | 129.4万股 | -7.8万股-6.00% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.34% | 3.44% | $7,848.4万 | 11.2万股 | $7,118.0万 | 11.5万股 | -3,823股-3.31% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.1% | 2.94% | $7,276.4万 | 121.9万股 | $6,080.2万 | 112.5万股 | +9.4万股+8.37% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 2.6% | 0.97% | $6,118.6万 | 126.5万股 | $1,998.0万 | 41.8万股 | +84.8万股+202.88% | 加仓 |
| SSPDR道富指数基金GII |
| 2.41% | 2.8% | $5,674.6万 | 75.0万股 | $5,794.9万 | 76.2万股 | -1.3万股-1.68% | 减仓 |
 英伟达NVDA |
| 1.9% | 1.91% | $4,454.0万 | 22.3万股 | $3,954.3万 | 22.7万股 | -4,137股-1.82% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.69% | 1.59% | $3,961.3万 | 11.2万股 | $3,296.6万 | 11.5万股 | -2,807股-2.44% | 减仓 |
 苹果AAPL |
| 1.54% | 1.57% | $3,616.5万 | 12.5万股 | $3,255.8万 | 12.8万股 | -3,305股-2.58% | 减仓 |
| I景顺自营指数基金BSCQ |
| 1.25% | 2.76% | $2,928.3万 | 150.0万股 | $5,708.3万 | 292.3万股 | -142.3万股-48.69% | 减仓 |
| I景顺自营指数基金BSCR |
| 1.16% | 2.51% | $2,726.6万 | 139.0万股 | $5,198.9万 | 264.9万股 | -125.9万股-47.53% | 减仓 |
| VVANGUARD WELLESLEY INCOME FDVBCE |
| 1.15% | — | $2,706.3万 | 35.8万股 | $0 | 0股 | +35.8万股 | 新买入 |
| VVANGUARD TARGET MATURITYVBCF |
| 1.15% | — | $2,692.7万 | 35.6万股 | $0 | 0股 | +35.6万股 | 新买入 |
 微软MSFT |
| 1.1% | 1.26% | $2,586.3万 | 6.9万股 | $2,614.8万 | 7.1万股 | -1,306股-1.85% | 减仓 |
| I景顺自营指数基金BSCS |
| 1.08% | 2.45% | $2,546.5万 | 125.0万股 | $5,066.5万 | 248.1万股 | -123.0万股-49.59% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 1.06% | 1.37% | $2,479.3万 | 50.3万股 | $2,826.0万 | 51.2万股 | -9,229股-1.80% | 减仓 |
| V先锋领航·TOTALBND |
| 1.03% | 1.28% | $2,426.9万 | 33.1万股 | $2,652.2万 | 36.0万股 | -3.0万股-8.21% | 减仓 |
| VVANGUARD WELLESLEY INCOME FDVBCA |
| 1.02% | — | $2,399.8万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
| VVANGUARD WELLESLEY INCOME FDVBCB |
| 1.02% | — | $2,399.3万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
| VVANGUARD WELLESLEY INCOME FDVBCC |
| 1.02% | — | $2,397.8万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
| VVANGUARD TARGET MATURITYVBCD |
| 1.02% | — | $2,392.0万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.83% | 2.21% | $1,944.1万 | 104.7万股 | $4,576.5万 | 245.3万股 | -140.6万股-57.32% | 减仓 |
| I景顺自营指数基金BSCU |
| 0.74% | 2.12% | $1,743.6万 | 104.8万股 | $4,382.4万 | 262.1万股 | -157.4万股-60.04% | 减仓 |
 摩根大通JPM |
| 0.73% | 0.76% | $1,712.8万 | 5.2万股 | $1,582.0万 | 5.4万股 | -1,455股-2.71% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.68% | 0.76% | $1,599.6万 | 15.4万股 | $1,573.3万 | 16.2万股 | -7,994股-4.94% | 减仓 |
| FFASTENAL COMFAST |
| 0.67% | 0.76% | $1,580.1万 | 32.9万股 | $1,566.9万 | 33.8万股 | -8,700股-2.58% | 减仓 |
 亚马逊AMZN |
| 0.67% | 0.66% | $1,569.9万 | 6.6万股 | $1,372.4万 | 6.6万股 | -25股-0.04% | 减仓 |
| I景顺自营指数基金BSMT |
| 0.65% | 0.73% | $1,531.4万 | 66.5万股 | $1,517.9万 | 65.9万股 | +5,669股+0.86% | 加仓 |
 宝洁PG |
| 0.63% | 0.73% | $1,490.9万 | 10.2万股 | $1,513.8万 | 10.5万股 | -3,132股-2.99% | 减仓 |
| S道富SPYV |
| 0.57% | 0.68% | $1,336.2万 | 22.0万股 | $1,407.2万 | 24.9万股 | -2.9万股-11.62% | 减仓 |
| IiShares安硕信托IBMP |
| 0.55% | 0.55% | $1,292.4万 | 50.8万股 | $1,128.2万 | 44.3万股 | +6.5万股+14.65% | 加仓 |
 PALO ALTOPANW |
| 0.54% | 0.29% | $1,257.4万 | 3.7万股 | $599.0万 | 3.7万股 | -489股-1.31% | 减仓 |
 科磊KLAC |
| 0.53% | 0.29% | $1,238.3万 | 4.1万股 | $601.8万 | 4,087股 | +3.7万股+904.23% | 加仓 |
| IiShares安硕信托IBMQ |
| 0.51% | 0.49% | $1,188.5万 | 46.5万股 | $1,015.9万 | 39.8万股 | +6.7万股+16.76% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.46% | 0.79% | $1,083.7万 | 29.1万股 | $1,634.7万 | 46.0万股 | -16.9万股-36.78% | 减仓 |
 家得宝HD |
| 0.43% | 0.47% | $1,016.8万 | 2.9万股 | $977.0万 | 3.0万股 | -875股-2.95% | 减仓 |
| I景顺自营指数基金BSCV |
| 0.42% | 2.09% | $987.8万 | 60.3万股 | $4,319.7万 | 262.4万股 | -202.1万股-77.03% | 减仓 |
| IiShares安硕信托IBMO |
| 0.41% | 0.48% | $969.5万 | 37.8万股 | $1,000.0万 | 39.0万股 | -1.2万股-3.09% | 减仓 |
| I景顺自营指数基金BSMU |
| 0.38% | 0.49% | $888.1万 | 40.5万股 | $1,005.3万 | 46.1万股 | -5.6万股-12.09% | 减仓 |
 强生JNJ |
| 0.37% | 0.4% | $869.1万 | 3.4万股 | $827.9万 | 3.4万股 | +352股+1.04% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.36% | 0.07% | $844.2万 | 40.5万股 | $135.4万 | 6.5万股 | +34.0万股+526.15% | 加仓 |
| V先锋领航指数基金VOO |
| 0.35% | 0.34% | $814.6万 | 1.2万股 | $701.2万 | 1.2万股 | +125股+1.07% | 加仓 |
 万事达MA |
| 0.34% | 0.39% | $791.4万 | 1.5万股 | $796.8万 | 1.6万股 | -538股-3.37% | 减仓 |
| I景顺自营指数基金BSMV |
| 0.32% | 0.48% | $756.1万 | 36.0万股 | $1,001.5万 | 48.0万股 | -11.9万股-24.88% | 减仓 |
 好市多COST |
| 0.31% | 0.39% | $739.6万 | 7,906股 | $801.6万 | 8,045股 | -139股-1.73% | 减仓 |
| IiShares安硕·COREIJR |
| 0.31% | 0.3% | $729.7万 | 4.9万股 | $621.1万 | 5.0万股 | -763股-1.53% | 减仓 |
