| G通用动力VTI |
| 15.88% | 19.57% | $4.03亿 | 108.9万股 | $3.61亿 | 112.5万股 | -3.6万股-3.17% | 减仓 |
| V先锋领航STAR基金VXUS |
| 12.87% | 16.53% | $3.27亿 | 382.2万股 | $3.05亿 | 395.2万股 | -13.0万股-3.29% | 减仓 |
| V先锋领航指数基金VOO |
| 10.84% | 13.06% | $2.75亿 | 40.1万股 | $2.41亿 | 40.3万股 | -2,165股-0.54% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 10.67% | 12.98% | $2.71亿 | 172.6万股 | $2.39亿 | 173.0万股 | -3,891股-0.22% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 9.05% | 10.96% | $2.30亿 | 444.3万股 | $2.02亿 | 448.0万股 | -3.6万股-0.81% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.48% | — | $1.64亿 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
| DDimensional维度ETF信托DFIC |
| 4.67% | — | $1.19亿 | 318.4万股 | $0 | 0股 | +318.4万股 | 新买入 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 4.13% | 5.24% | $1.05亿 | 137.9万股 | $9,670.1万 | 141.2万股 | -3.4万股-2.39% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 3.51% | 4.31% | $8,917.7万 | 56.8万股 | $7,957.0万 | 57.5万股 | -7,068股-1.23% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.1% | 3.75% | $7,867.4万 | 110.4万股 | $6,919.2万 | 108.0万股 | +2.4万股+2.26% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.98% | — | $7,570.7万 | 91.9万股 | $0 | 0股 | +91.9万股 | 新买入 |
| DDimensional维度ETF信托DFEM |
| 2.52% | — | $6,402.4万 | 157.5万股 | $0 | 0股 | +157.5万股 | 新买入 |
| V先锋领航指数基金VTV |
| 1.29% | 1.82% | $3,270.5万 | 15.0万股 | $3,354.1万 | 17.1万股 | -2.1万股-12.22% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 1.2% | — | $3,052.8万 | 37.2万股 | $0 | 0股 | +37.2万股 | 新买入 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 1.18% | — | $2,988.6万 | 92.9万股 | $0 | 0股 | +92.9万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.99% | 1.2% | $2,522.6万 | 3.4万股 | $2,205.0万 | 3.4万股 | -72股-0.21% | 减仓 |
| FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT |
| 0.68% | 0.87% | $1,724.2万 | 6.2万股 | $1,605.9万 | 6.7万股 | -4,076股-6.13% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.59% | 0.67% | $1,504.7万 | 5.0万股 | $1,242.0万 | 5.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.58% | 0.67% | $1,475.4万 | 9.9万股 | $1,241.1万 | 10.0万股 | -354股-0.35% | 减仓 |
| EEA SERIES TRUSTAAUS |
| 0.42% | 0.51% | $1,062.8万 | 17.8万股 | $931.9万 | 17.8万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.34% | 1.17% | $860.1万 | 4.0万股 | $2,157.9万 | 11.2万股 | -7.2万股-64.05% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.27% | — | $673.0万 | 9,569股 | $0 | 0股 | +9,569股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.26% | — | $670.2万 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
| GGlobal X基金MLPX |
| 0.25% | 0.34% | $628.1万 | 8.5万股 | $630.5万 | 8.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.23% | 0.28% | $584.4万 | 1.4万股 | $508.8万 | 1.4万股 | 00.00% | 持仓不变 |
| FFLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUNDTLTE |
| 0.23% | 0.27% | $576.6万 | 7.5万股 | $500.7万 | 7.5万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.22% | — | $554.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| V先锋领航全球基金ESGV |
| 0.2% | 0.23% | $503.0万 | 3.8万股 | $422.3万 | 3.8万股 | +421股+1.12% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | — | $477.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 艾伯维ABBV |
| 0.18% | — | $460.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.15% | 0.21% | $393.3万 | 5.9万股 | $395.6万 | 5.9万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.15% | 0.19% | $382.4万 | 6.4万股 | $346.3万 | 6.4万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.13% | 0.17% | $321.5万 | 9.7万股 | $320.5万 | 8.3万股 | +1.3万股+15.80% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.13% | 0.08% | $317.4万 | 6.0万股 | $139.3万 | 4.2万股 | +1.8万股+42.40% | 加仓 |
 英伟达NVDA |
| 0.12% | — | $317.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.12% | — | $302.7万 | 4,111股 | $0 | 0股 | +4,111股 | 新买入 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.12% | 0.18% | $301.7万 | 6.1万股 | $337.7万 | 6.1万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.12% | 0.15% | $299.4万 | 1.9万股 | $280.6万 | 1.9万股 | 00.00% | 持仓不变 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.11% | 0.13% | $266.7万 | 3.0万股 | $234.6万 | 3.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.1% | 0.18% | $264.2万 | 5,532股 | $325.0万 | 9,617股 | -4,085股-42.48% | 减仓 |
 苹果AAPL |
| 0.1% | 0.26% | $260.3万 | 8,994股 | $479.4万 | 1.9万股 | -9,897股-52.39% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.1% | 0.18% | $255.3万 | 1.1万股 | $326.0万 | 1.5万股 | -4,500股-29.99% | 减仓 |
| IiShares安硕·COREIJH |
| 0.1% | 0.12% | $242.4万 | 3.1万股 | $212.3万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.09% | 0.11% | $239.6万 | 2.9万股 | $197.8万 | 2.8万股 | +1,533股+5.56% | 加仓 |
| IiShares安硕信托IJJ |
| 0.09% | 0.12% | $237.4万 | 1.6万股 | $213.0万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.07% | 0.08% | $178.8万 | 1.3万股 | $147.0万 | 1.3万股 | 00.00% | 持仓不变 |
 宏利金融MFC |
| 0.07% | — | $174.4万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| A阿斯麦 |
| 0.07% | — | $174.2万 | 885股 | $0 | 0股 | +885股 | 新买入 |
| IiShares黄金信托IAU |
| 0.07% | 0.11% | $169.9万 | 2.2万股 | $198.3万 | 2.2万股 | 00.00% | 持仓不变 |
| FFRANKLIN FINL SVCS CORP COMFRAF |
| 0.07% | — | $168.4万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
