| V先锋领航指数基金VOO |
| 15.58% | 14.84% | $8,833.3万 | 18.4万股 | $7,822.7万 | 17.9万股 | +4,667股+2.61% | 加仓 |
| DDBX ETF信托DBEF |
| 11.94% | 11.32% | $6,770.1万 | 165.4万股 | $5,967.4万 | 161.4万股 | +4.0万股+2.50% | 加仓 |
| SSPDR标普500 ETFSPY |
| 11.28% | 11.38% | $6,393.9万 | 12.2万股 | $6,000.4万 | 12.6万股 | -4,005股-3.17% | 减仓 |
| SSPDR道富指数基金SPDW |
| 7.86% | 7.58% | $4,453.7万 | 124.3万股 | $3,997.6万 | 117.5万股 | +6.7万股+5.72% | 加仓 |
| IiShares安硕·COREIJH |
| 5.76% | 5.46% | $3,262.8万 | 53.7万股 | $2,877.7万 | 10.4万股 | +43.3万股+417.33% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 4.6% | 4.9% | $2,604.6万 | 6.5万股 | $2,582.1万 | 6.9万股 | -3,032股-4.43% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 4.45% | 4.41% | $2,520.7万 | 4.5万股 | $2,324.7万 | 4.6万股 | -513股-1.12% | 减仓 |
| IiShares安硕信托GJS |
| 3.99% | 3.84% | $2,263.8万 | 99.4万股 | $2,023.3万 | 87.8万股 | +11.6万股+13.21% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 3.22% | 3.26% | $1,824.9万 | 22.0万股 | $1,720.9万 | 20.7万股 | +1.3万股+6.48% | 加仓 |
| SSPDR道富系列信托SPTL |
| 2.75% | 2.81% | $1,555.9万 | 55.7万股 | $1,483.4万 | 51.1万股 | +4.6万股+8.94% | 加仓 |
 苹果AAPL |
| 2.37% | 2.87% | $1,343.2万 | 7.8万股 | $1,512.0万 | 7.9万股 | -199股-0.25% | 减仓 |
| S嘉信策略信托SCHF |
| 2.09% | 2.25% | $1,186.6万 | 30.4万股 | $1,188.5万 | 32.2万股 | -1.7万股-5.42% | 减仓 |
| V先锋领航指数基金VV |
| 1.99% | 1.97% | $1,126.6万 | 4.7万股 | $1,038.5万 | 4.8万股 | -614股-1.29% | 减仓 |
| S嘉信·USSCHX |
| 1.97% | 1.97% | $1,118.5万 | 18.0万股 | $1,041.4万 | 18.5万股 | -4,416股-2.39% | 减仓 |
| I景顺QQQ信托QQQ |
| 1.92% | 1.85% | $1,089.8万 | 2.5万股 | $974.4万 | 2.4万股 | +751股+3.16% | 加仓 |
| V先锋领航指数基金VUG |
| 1.34% | 1.37% | $757.8万 | 2.2万股 | $719.8万 | 2.3万股 | -1,140股-4.92% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.33% | 1.25% | $753.0万 | 4.4万股 | $658.0万 | 4.2万股 | +2,758股+6.61% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.11% | 1.18% | $628.6万 | 6.6万股 | $623.3万 | 6.5万股 | +1,742股+2.69% | 加仓 |
| AARK·ETF TRARKK |
| 0.9% | 1.15% | $510.8万 | 10.2万股 | $608.4万 | 11.6万股 | -1.4万股-12.21% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.6% | 0.58% | $341.0万 | 9.8万股 | $308.0万 | 9.8万股 | 00.00% | 持仓不变 |
| TTHE BALDWIN INSURANCE GRP INBWIN |
| 0.59% | 0.53% | $335.5万 | 11.6万股 | $278.5万 | 11.6万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.54% | 0.54% | $308.8万 | 3.8万股 | $286.5万 | 3.8万股 | -120股-0.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.49% | $306.6万 | 7,290股 | $258.0万 | 7,233股 | +57股+0.79% | 加仓 |
 微软MSFT |
| 0.54% | 0.52% | $304.8万 | 7,245股 | $273.6万 | 7,275股 | -30股-0.41% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.52% | 0.52% | $297.1万 | 3.5万股 | $274.6万 | 3.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.51% | 0.82% | $291.2万 | 3.0万股 | $430.6万 | 4.3万股 | -1.4万股-31.48% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.44% | $268.2万 | 2.3万股 | $230.3万 | 2.3万股 | +36股+0.16% | 加仓 |
| IiShares安硕信托TLT |
| 0.47% | 0.57% | $267.9万 | 2.8万股 | $300.6万 | 3.0万股 | -2,087股-6.87% | 减仓 |
 iShares安硕·MBSACGL |
| 0.41% | 0.71% | $230.6万 | 2.5万股 | $373.2万 | 4.0万股 | -1.5万股-37.09% | 减仓 |
| I景顺自营指数基金BSCO |
| 0.4% | 0.43% | $224.3万 | 10.7万股 | $227.2万 | 10.9万股 | -1,806股-1.66% | 减仓 |
| IINVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCA |
| 0.38% | 0.42% | $217.8万 | 10.7万股 | $220.6万 | 10.8万股 | -1,254股-1.16% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.36% | 0.39% | $204.0万 | 10.6万股 | $206.6万 | 10.7万股 | -839股-0.78% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.33% | $203.6万 | 1.1万股 | $173.0万 | 1.1万股 | -100股-0.88% | 减仓 |
| IInvesco Exchange Traded Fund T S&P500 Low Vol ETF |
| 0.36% | 0.42% | $201.4万 | 3.1万股 | $219.8万 | 3.5万股 | -4,510股-12.86% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.35% | 0.39% | $199.1万 | 10.3万股 | $203.5万 | 10.5万股 | -1,403股-1.34% | 减仓 |
| S嘉信策略信托SCHE |
| 0.33% | 0.44% | $186.0万 | 7.4万股 | $232.5万 | 9.4万股 | -2.0万股-21.47% | 减仓 |
| I景顺自营指数基金 |
| 0.29% | 0.31% | $163.9万 | 8.2万股 | $164.4万 | 8.1万股 | +598股+0.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.25% | $146.3万 | 9,607股 | $134.4万 | 9,540股 | +67股+0.70% | 加仓 |
 英伟达NVDA |
| 0.25% | 0.14% | $143.9万 | 1,593股 | $73.9万 | 1,493股 | +100股+6.70% | 加仓 |
 麦当劳MCD |
| 0.25% | 0.28% | $142.6万 | 5,058股 | $149.7万 | 5,048股 | +10股+0.20% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.24% | 0.23% | $138.6万 | 7.6万股 | $123.8万 | 6.7万股 | +8,945股+13.39% | 加仓 |
 谷歌AGOOGL |
| 0.24% | 0.24% | $133.9万 | 8,869股 | $124.0万 | 8,873股 | -4股-0.05% | 减仓 |
 礼来LLY |
| 0.22% | 0.12% | $126.0万 | 1,619股 | $65.5万 | 1,124股 | +495股+44.04% | 加仓 |
 家得宝HD |
| 0.2% | 0.19% | $114.0万 | 2,971股 | $102.7万 | 2,963股 | +8股+0.27% | 加仓 |
 沃尔玛WMT |
| 0.19% | 0.18% | $108.7万 | 1.8万股 | $94.9万 | 6,021股 | +1.2万股+200.08% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.18% | 0.34% | $100.7万 | 1.3万股 | $179.1万 | 2.2万股 | -9,522股-43.22% | 减仓 |
 百事可乐PEP |
| 0.18% | 0.18% | $99.6万 | 5,689股 | $96.6万 | 5,689股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.15% | 0.16% | $87.3万 | 4,780股 | $84.1万 | 4,935股 | -155股-3.14% | 减仓 |
 雷神技术RTX |
| 0.15% | 0.14% | $86.6万 | 8,877股 | $74.7万 | 8,879股 | -2股-0.02% | 减仓 |
 艾伯维ABBV |
| 0.14% | 0.13% | $78.7万 | 4,322股 | $67.4万 | 4,348股 | -26股-0.60% | 减仓 |
