| V先锋领航·TOTALBND |
| 5.19% | 4.86% | $1,721.4万 | 23.4万股 | $1,522.0万 | 20.7万股 | +2.8万股+13.46% | 加仓 |
| IiShares安硕IEMG |
| 4.63% | 4.33% | $1,534.9万 | 18.5万股 | $1,356.9万 | 19.5万股 | -9,246股-4.75% | 减仓 |
| IiShares安硕信托IDEV |
| 4.61% | 4.76% | $1,527.8万 | 17.2万股 | $1,492.0万 | 17.9万股 | -6,890股-3.86% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 4.38% | 4.05% | $1,453.8万 | 11.7万股 | $1,268.5万 | 3.0万股 | +8.7万股+293.58% | 加仓 |
| IiShares安硕信托IWD |
| 4.31% | 4.2% | $1,430.7万 | 5.9万股 | $1,315.0万 | 6.2万股 | -2,530股-4.11% | 减仓 |
| S嘉信·USSCHP |
| 4.19% | 4.61% | $1,388.7万 | 52.4万股 | $1,442.6万 | 54.2万股 | -1.8万股-3.34% | 减仓 |
| IiShares安硕信托IVV |
| 3.51% | 2.49% | $1,164.1万 | 1.6万股 | $780.0万 | 1.2万股 | +3,603股+30.17% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.13% | 2.35% | $1,039.5万 | 8.7万股 | $737.2万 | 7.5万股 | +1.2万股+16.03% | 加仓 |
 iShares安硕·MBSACGL |
| 3.06% | 3.57% | $1,016.5万 | 10.8万股 | $1,119.7万 | 11.8万股 | -1.0万股-8.81% | 减仓 |
| IiShares安硕信托AGG |
| 2.46% | 2.63% | $816.1万 | 8.2万股 | $824.3万 | 8.3万股 | -588股-0.71% | 减仓 |
| IiShares安硕·COREIJR |
| 2.09% | 1.94% | $694.8万 | 4.7万股 | $609.0万 | 4.9万股 | -2,142股-4.37% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.91% | 1.88% | $633.5万 | 12.6万股 | $590.1万 | 12.9万股 | -3,556股-2.75% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.86% | 1.77% | $618.3万 | 2.3万股 | $555.6万 | 2.4万股 | -909股-3.87% | 减仓 |
| V先锋领航指数基金VUG |
| 1.74% | 1.61% | $576.7万 | 6.7万股 | $504.8万 | 1.2万股 | +5.5万股+479.30% | 加仓 |
| S道富SPIB |
| 1.69% | 1.83% | $560.2万 | 16.7万股 | $573.7万 | 17.1万股 | -3,625股-2.12% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.63% | 1.57% | $541.4万 | 4.9万股 | $491.8万 | 5.1万股 | -1,511股-2.99% | 减仓 |
 英伟达NVDA |
| 1.44% | 1.34% | $479.0万 | 2.4万股 | $420.2万 | 2.4万股 | -157股-0.65% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 1.44% | 1.24% | $478.5万 | 6.6万股 | $387.8万 | 6.3万股 | +2,952股+4.67% | 加仓 |
| IiShares安硕信托IGIB |
| 1.25% | 1.42% | $415.9万 | 7.8万股 | $445.5万 | 8.4万股 | -5,487股-6.56% | 减仓 |
 台积电TSM |
| 1.17% | 0.86% | $387.1万 | 8,106股 | $269.2万 | 7,967股 | +139股+1.74% | 加仓 |
| IIshares U.S. Etf Trust Bloomberg Roll Select Commodity StrategyCMDY |
| 1.17% | 1.4% | $386.7万 | 7.0万股 | $438.9万 | 7.4万股 | -3,839股-5.20% | 减仓 |
| IiShares黄金信托IAU |
| 1.17% | 1.53% | $386.6万 | 5.1万股 | $480.3万 | 5.4万股 | -3,281股-6.02% | 减仓 |
| IiShares安硕信托IEFA |
| 1.17% | 1.53% | $386.5万 | 4.0万股 | $477.8万 | 5.3万股 | -1.3万股-24.18% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.12% | 1.14% | $372.9万 | 2.5万股 | $358.0万 | 2.5万股 | -25股-0.10% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.11% | 1.09% | $367.9万 | 1.5万股 | $342.0万 | 1.6万股 | -602股-3.82% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 1.09% | 1.39% | $361.2万 | 8.0万股 | $436.0万 | 9.6万股 | -1.6万股-16.80% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.08% | 1.09% | $357.2万 | 3.7万股 | $340.7万 | 3.8万股 | -1,359股-3.54% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.05% | 1.12% | $347.5万 | 2.3万股 | $350.9万 | 2.4万股 | -1,549股-6.44% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.03% | 0.98% | $341.6万 | 6.3万股 | $306.7万 | 6.5万股 | -1,312股-2.03% | 减仓 |
 微软MSFT |
| 0.97% | 1.03% | $320.2万 | 8,585股 | $323.7万 | 8,745股 | -160股-1.83% | 减仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.96% | 1% | $319.4万 | 3.9万股 | $314.0万 | 4.1万股 | -2,056股-5.01% | 减仓 |
| AABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFBCD |
| 0.94% | 1.09% | $313.2万 | 9.2万股 | $340.4万 | 9.5万股 | -3,431股-3.61% | 减仓 |
| V先锋领航指数基金VTV |
| 0.94% | 0.94% | $311.1万 | 1.4万股 | $293.3万 | 1.5万股 | -673股-4.50% | 减仓 |
| IiShares安硕·U SIHF |
| 0.81% | 0.58% | $267.7万 | 4.8万股 | $183.0万 | 4.4万股 | +4,665股+10.67% | 加仓 |
 苹果AAPL |
| 0.8% | 0.71% | $266.4万 | 9,208股 | $223.8万 | 8,819股 | +389股+4.41% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.76% | 0.81% | $252.0万 | 5.0万股 | $254.8万 | 5.1万股 | -1,245股-2.44% | 减仓 |
| SSPDR道富系列信托KBE |
| 0.73% | 1.08% | $241.5万 | 3.5万股 | $338.1万 | 5.7万股 | -2.1万股-37.64% | 减仓 |
| V先锋领航指数基金VB |
| 0.7% | 0.67% | $233.4万 | 7,701股 | $209.6万 | 8,004股 | -303股-3.79% | 减仓 |
| SSPDR道富系列信托SPTL |
| 0.69% | 0.7% | $229.8万 | 8.8万股 | $218.8万 | 8.3万股 | +4,395股+5.28% | 加仓 |
 亚马逊AMZN |
| 0.65% | 0.61% | $215.5万 | 9,040股 | $190.0万 | 9,123股 | -83股-0.91% | 减仓 |
| IiShares安硕信托TLT |
| 0.62% | 0.78% | $206.0万 | 2.4万股 | $245.4万 | 2.8万股 | -4,472股-15.80% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.58% | 0.87% | $191.7万 | 3.0万股 | $273.9万 | 4.8万股 | -1.8万股-37.01% | 减仓 |
| V先锋领航债券指数基金BLV |
| 0.56% | 0.61% | $186.6万 | 2.7万股 | $192.3万 | 2.8万股 | -890股-3.18% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.56% | — | $185.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 希捷STX |
| 0.54% | 0.28% | $177.6万 | 1,840股 | $86.5万 | 2,208股 | -368股-16.67% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.53% | 0.52% | $174.5万 | 1.7万股 | $163.2万 | 1.7万股 | -4股-0.02% | 减仓 |
 NEBIUSNBIS |
| 0.51% | 0.29% | $167.6万 | 6,070股 | $89.7万 | 8,647股 | -2,577股-29.80% | 减仓 |
 博通AVGO |
| 0.5% | 0.48% | $166.2万 | 4,399股 | $149.2万 | 4,821股 | -422股-8.75% | 减仓 |
 Meta平台META |
| 0.5% | 0.54% | $164.8万 | 2,925股 | $169.1万 | 2,956股 | -31股-1.05% | 减仓 |
| S嘉信策略信托SCHF |
| 0.49% | 0.48% | $162.8万 | 5.9万股 | $149.6万 | 6.0万股 | -1,690股-2.80% | 减仓 |
