| IiShares安硕信托IVV |
| 11.39% | 11.42% | $6,971.4万 | 9.3万股 | $6,406.8万 | 9.8万股 | -4,992股-5.09% | 减仓 |
| V先锋领航指数基金VOO |
| 10.75% | 10.52% | $6,581.0万 | 9.6万股 | $5,902.0万 | 9.9万股 | -2,950股-2.99% | 减仓 |
| V先锋领航·TOTALBND |
| 9.67% | 9.83% | $5,921.3万 | 80.7万股 | $5,511.9万 | 74.8万股 | +5.8万股+7.76% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 8.37% | 8.46% | $5,125.5万 | 54.2万股 | $4,744.0万 | 49.7万股 | +4.5万股+9.04% | 加仓 |
| IiShares安硕信托AGG |
| 8.33% | 8.41% | $5,103.0万 | 51.6万股 | $4,718.6万 | 47.5万股 | +4.0万股+8.46% | 加仓 |
| V先锋领航白厅基金VYM |
| 7.56% | 7.87% | $4,631.5万 | 29.3万股 | $4,416.7万 | 29.8万股 | -5,146股-1.73% | 减仓 |
| IiShares安硕信托IEFA |
| 4.81% | 4.84% | $2,946.8万 | 30.5万股 | $2,713.4万 | 30.0万股 | +5,392股+1.80% | 加仓 |
| IiShares安硕·COREIJH |
| 4.77% | 4.62% | $2,921.8万 | 37.9万股 | $2,593.8万 | 38.4万股 | -5,183股-1.35% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.71% | 4.74% | $2,882.5万 | 40.5万股 | $2,656.3万 | 41.5万股 | -9,980股-2.41% | 减仓 |
| IiShares安硕·COREIJR |
| 4.02% | 3.85% | $2,460.9万 | 16.6万股 | $2,158.0万 | 17.4万股 | -7,667股-4.42% | 减仓 |
| V先锋领航指数基金VB |
| 3.78% | 3.65% | $2,317.0万 | 7.6万股 | $2,046.7万 | 7.8万股 | -1,703股-2.18% | 减仓 |
| V先锋领航·MIDVO |
| 3.7% | 3.6% | $2,263.1万 | 28.1万股 | $2,019.0万 | 7.0万股 | +21.1万股+299.53% | 加仓 |
| IiShares安硕信托HYG |
| 3.16% | 3.44% | $1,936.9万 | 24.2万股 | $1,930.8万 | 24.3万股 | -483股-0.20% | 减仓 |
| IiShares安硕IEMG |
| 2.78% | 2.75% | $1,702.3万 | 20.5万股 | $1,542.3万 | 22.1万股 | -1.6万股-7.07% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.59% | 2.64% | $1,583.8万 | 20.0万股 | $1,481.6万 | 18.7万股 | +1.3万股+7.22% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.47% | 2.47% | $1,512.8万 | 25.3万股 | $1,388.1万 | 25.7万股 | -3,369股-1.31% | 减仓 |
| IiShares安硕信托LQD |
| 2.1% | 2.13% | $1,284.0万 | 11.8万股 | $1,192.5万 | 10.9万股 | +8,314股+7.60% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.12% | 0.89% | $686.2万 | 18.5万股 | $499.3万 | 13.6万股 | +5.0万股+36.76% | 加仓 |
| IiShares安硕信托GJS |
| 0.7% | 0.64% | $426.7万 | 18.7万股 | $357.8万 | 15.6万股 | +3.1万股+19.94% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.32% | 0.33% | $196.1万 | 1.9万股 | $184.3万 | 1.9万股 | -97股-0.51% | 减仓 |
| IiShares安硕信托IEI |
| 0.32% | 0.35% | $193.8万 | 1.7万股 | $199.0万 | 1.7万股 | -275股-1.64% | 减仓 |
| IiShares安硕信托GVI |
| 0.29% | 0.21% | $178.9万 | 1.7万股 | $118.6万 | 1.1万股 | +5,454股+48.83% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.23% | 0.24% | $138.7万 | 6.0万股 | $132.4万 | 5.7万股 | +2,955股+5.18% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.21% | 0.32% | $129.6万 | 2.6万股 | $180.9万 | 3.6万股 | -1.1万股-29.33% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.21% | 0.18% | $126.8万 | 1.5万股 | $98.8万 | 1.2万股 | +3,400股+28.46% | 加仓 |
| S嘉信·USSCHX |
| 0.18% | 0.18% | $112.9万 | 3.8万股 | $102.9万 | 4.0万股 | -1,757股-4.38% | 减仓 |
| S嘉信·USSCHA |
| 0.18% | 0.16% | $108.9万 | 3.0万股 | $90.8万 | 3.1万股 | -1,075股-3.44% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.18% | 0.2% | $108.6万 | 4.5万股 | $109.6万 | 4.5万股 | -189股-0.42% | 减仓 |
| S嘉信策略信托SCHF |
| 0.16% | 0.16% | $96.6万 | 3.5万股 | $92.1万 | 3.7万股 | -2,357股-6.33% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.13% | 0.12% | $79.0万 | 2.7万股 | $69.9万 | 2.8万股 | -550股-1.98% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.13% | 0.12% | $76.9万 | 6,196股 | $66.0万 | 1,549股 | +4,647股+300.00% | 加仓 |
 苹果AAPL |
| 0.12% | 0.12% | $74.0万 | 2,558股 | $64.9万 | 2,557股 | +1股+0.04% | 加仓 |
| S嘉信策略信托SCHM |
| 0.11% | 0.1% | $67.0万 | 1.8万股 | $56.7万 | 1.8万股 | -137股-0.75% | 减仓 |
| S嘉信策略信托SCHR |
| 0.09% | 0.09% | $56.9万 | 2.3万股 | $52.3万 | 2.1万股 | +2,104股+10.03% | 加仓 |
| V先锋领航指数基金VUG |
| 0.09% | 0.09% | $56.7万 | 6,585股 | $49.4万 | 1,131股 | +5,454股+482.23% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.07% | 0.07% | $44.0万 | 5,356股 | $42.1万 | 5,093股 | +263股+5.16% | 加仓 |
| S嘉信策略信托SCHE |
| 0.06% | 0.06% | $35.7万 | 9,846股 | $33.3万 | 1.0万股 | -271股-2.68% | 减仓 |
| IiShares安硕信托DVY |
| 0.06% | 0.06% | $35.1万 | 2,244股 | $36.1万 | 2,383股 | -139股-5.83% | 减仓 |
 英伟达NVDA |
| 0.05% | 0.05% | $29.9万 | 1,496股 | $26.1万 | 1,494股 | +2股+0.13% | 加仓 |
| IiShares安硕信托TLT |
| 0.03% | — | $20.8万 | 2,411股 | $0 | 0股 | +2,411股 | 新买入 |
