| IiShares安硕信托IVV |
| 13.53% | 13.28% | $2.44亿 | 32.6万股 | $2.16亿 | 33.1万股 | -4,212股-1.27% | 减仓 |
| G通用动力VTI |
| 9.65% | 9.62% | $1.74亿 | 47.1万股 | $1.56亿 | 48.7万股 | -1.6万股-3.34% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.45% | 4.42% | $8,030.8万 | 112.7万股 | $7,192.9万 | 112.2万股 | +4,641股+0.41% | 加仓 |
| V先锋领航·TOTALBND |
| 3.22% | 1.68% | $5,818.2万 | 79.3万股 | $2,732.1万 | 37.1万股 | +42.2万股+113.63% | 加仓 |
| SSPDR道富系列信托SPTM |
| 3.15% | 4.31% | $5,689.7万 | 62.7万股 | $7,004.6万 | 88.6万股 | -25.9万股-29.27% | 减仓 |
 苹果AAPL |
| 3.03% | 3.06% | $5,476.5万 | 18.9万股 | $4,980.3万 | 19.6万股 | -6,977股-3.56% | 减仓 |
 英伟达NVDA |
| 2.69% | 2.71% | $4,866.7万 | 24.3万股 | $4,399.5万 | 25.2万股 | -9,040股-3.58% | 减仓 |
| V先锋领航指数基金VXF |
| 2.23% | 2.13% | $4,021.9万 | 16.3万股 | $3,466.0万 | 16.8万股 | -5,063股-3.01% | 减仓 |
 谷歌AGOOGL |
| 2.23% | 2.07% | $4,021.8万 | 11.3万股 | $3,371.6万 | 11.7万股 | -4,710股-4.02% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.01% | 1.98% | $3,630.8万 | 125.4万股 | $3,218.0万 | 128.2万股 | -2.8万股-2.21% | 减仓 |
 博通AVGO |
| 1.82% | 1.75% | $3,287.3万 | 8.7万股 | $2,838.1万 | 9.2万股 | -4,675股-5.10% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.69% | 1.67% | $3,047.8万 | 33.1万股 | $2,713.0万 | 29.4万股 | +3.7万股+12.43% | 加仓 |
 礼来LLY |
| 1.6% | 0.81% | $2,889.2万 | 2.4万股 | $1,321.4万 | 1.4万股 | +9,721股+67.66% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.53% | 1.53% | $2,763.7万 | 46.3万股 | $2,484.2万 | 46.0万股 | +3,402股+0.74% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 1.5% | 1.6% | $2,708.6万 | 60.2万股 | $2,599.1万 | 57.5万股 | +2.7万股+4.65% | 加仓 |
 微软MSFT |
| 1.46% | 1.64% | $2,643.7万 | 7.1万股 | $2,671.7万 | 7.2万股 | -1,304股-1.81% | 减仓 |
 摩根大通JPM |
| 1.36% | 1.38% | $2,465.1万 | 7.5万股 | $2,246.6万 | 7.6万股 | -1,063股-1.39% | 减仓 |
 亚马逊AMZN |
| 1.23% | 1.22% | $2,214.5万 | 9.3万股 | $1,986.5万 | 9.5万股 | -2,469股-2.59% | 减仓 |
| IiShares安硕信托AGG |
| 1.21% | 1.32% | $2,179.6万 | 22.0万股 | $2,141.9万 | 21.6万股 | +4,435股+2.06% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.02% | 1.38% | $1,846.1万 | 21.6万股 | $2,243.9万 | 29.1万股 | -7.5万股-25.79% | 减仓 |
 WELLS FARGO NEWWFC |
| 1% | 1.08% | $1,799.8万 | 21.8万股 | $1,757.9万 | 22.1万股 | -3,022股-1.37% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.95% | 0.97% | $1,722.6万 | 22.6万股 | $1,583.2万 | 23.1万股 | -4,886股-2.11% | 减仓 |
| V先锋领航指数基金VOO |
| 0.74% | 0.7% | $1,340.5万 | 2.0万股 | $1,140.8万 | 1.9万股 | +426股+2.23% | 加仓 |
| IiShares安硕信托IBTI |
| 0.71% | 0.75% | $1,285.8万 | 58.1万股 | $1,221.3万 | 54.8万股 | +3.3万股+5.96% | 加仓 |
 Meta平台META |
| 0.68% | 0.76% | $1,224.8万 | 2.2万股 | $1,232.9万 | 2.2万股 | +194股+0.90% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.67% | 0.72% | $1,202.8万 | 55.6万股 | $1,173.5万 | 53.7万股 | +1.8万股+3.41% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.66% | 0.74% | $1,184.5万 | 60.7万股 | $1,209.0万 | 61.9万股 | -1.2万股-2.00% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 0.62% | 0.66% | $1,128.4万 | 57.7万股 | $1,075.8万 | 54.6万股 | +3.2万股+5.86% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.77% | $1,124.5万 | 9.9万股 | $1,256.7万 | 10.1万股 | -1,841股-1.82% | 减仓 |
 联合太平洋铁路UNP |
| 0.62% | 0.64% | $1,119.5万 | 4.1万股 | $1,041.4万 | 4.3万股 | -1,765股-4.11% | 减仓 |
| IiShares安硕信托LQD |
| 0.62% | 0.58% | $1,115.9万 | 10.2万股 | $941.1万 | 8.6万股 | +1.6万股+18.49% | 加仓 |
| I景顺·S&PSPHQ |
| 0.59% | 0.57% | $1,066.3万 | 11.8万股 | $920.8万 | 12.2万股 | -4,111股-3.36% | 减仓 |
| S嘉信·USSCHX |
| 0.59% | 0.57% | $1,061.6万 | 36.1万股 | $926.3万 | 36.1万股 | -548股-0.15% | 减仓 |
 高盛GS |
| 0.59% | 0.57% | $1,057.5万 | 1.0万股 | $919.8万 | 1.1万股 | -417股-3.84% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.57% | 0.57% | $1,023.0万 | 52.2万股 | $932.4万 | 47.5万股 | +4.6万股+9.77% | 加仓 |
 GE航空GE |
| 0.56% | 0.48% | $1,006.4万 | 2.7万股 | $776.4万 | 2.7万股 | -431股-1.58% | 减仓 |
 万事达MA |
| 0.56% | 0.6% | $1,003.7万 | 2.0万股 | $974.9万 | 2.0万股 | +32股+0.16% | 加仓 |
| S嘉信策略信托SCHF |
| 0.54% | 0.54% | $982.6万 | 35.5万股 | $879.8万 | 35.5万股 | -757股-0.21% | 减仓 |
| IiShares安硕信托IDEV |
| 0.54% | 0.58% | $981.0万 | 11.0万股 | $940.7万 | 11.3万股 | -2,350股-2.09% | 减仓 |
 强生JNJ |
| 0.51% | 0.55% | $922.0万 | 3.6万股 | $888.5万 | 3.6万股 | -46股-0.13% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 0.51% | 0.54% | $920.2万 | 45.6万股 | $873.5万 | 42.8万股 | +2.8万股+6.43% | 加仓 |
 PALO ALTOPANW |
| 0.49% | 0.26% | $879.3万 | 2.6万股 | $426.3万 | 2.7万股 | -805股-3.03% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.49% | 0.39% | $877.7万 | 4.6万股 | $630.7万 | 4.7万股 | -1,386股-2.92% | 减仓 |
| IiShares安硕信托IBTM |
| 0.47% | 0.48% | $853.7万 | 37.6万股 | $779.8万 | 34.0万股 | +3.6万股+10.61% | 加仓 |
 艾伯维ABBV |
| 0.46% | 0.42% | $834.2万 | 3.3万股 | $687.7万 | 3.2万股 | +1,533股+4.85% | 加仓 |
 MCKESSON COMMCK |
| 0.45% | 0.59% | $818.2万 | 1.1万股 | $961.9万 | 1.1万股 | -287股-2.58% | 减仓 |
| IiShares安硕信托TLT |
| 0.45% | 0.43% | $810.2万 | 9.4万股 | $693.7万 | 8.0万股 | +1.4万股+17.16% | 加仓 |
 好市多COST |
| 0.45% | 0.53% | $804.2万 | 8,597股 | $862.4万 | 8,655股 | -58股-0.67% | 减仓 |
| IiShares安硕·COREIJR |
| 0.43% | 0.42% | $778.2万 | 5.2万股 | $682.6万 | 5.5万股 | -2,441股-4.45% | 减仓 |
| IiShares安硕信托GVI |
| 0.43% | 0.52% | $777.0万 | 7.2万股 | $852.8万 | 8.0万股 | -8,143股-10.14% | 减仓 |
