| SSPDR标普500 ETFSPY |
| 17.83% | 18.09% | $3.96亿 | 53.0万股 | $3.58亿 | 55.0万股 | -2.0万股-3.72% | 减仓 |
| I景顺QQQ信托VOO |
| 10.44% | 7.39% | $2.32亿 | 31.5万股 | $1.46亿 | 25.3万股 | +6.1万股+24.20% | 加仓 |
| V先锋领航指数基金VUG |
| 2.82% | 0.19% | $6,269.3万 | 72.8万股 | $374.2万 | 8,568股 | +71.9万股+8,394.50% | 加仓 |
 苹果AAPL |
| 2.04% | 2.03% | $4,532.8万 | 15.7万股 | $4,009.4万 | 15.8万股 | -1,331股-0.84% | 减仓 |
| IiShares安硕信托EEM |
| 1.77% | 2.03% | $3,929.3万 | 57.4万股 | $4,019.7万 | 70.8万股 | -13.3万股-18.85% | 减仓 |
 英伟达NVDA |
| 1.66% | 1.66% | $3,690.1万 | 18.4万股 | $3,279.8万 | 18.8万股 | -3,644股-1.94% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.62% | 1.73% | $3,606.4万 | 34.7万股 | $3,422.9万 | 35.2万股 | -5,231股-1.48% | 减仓 |
| IiShares黄金信托IAU |
| 1.51% | 1.41% | $3,355.6万 | 44.4万股 | $2,793.9万 | 31.7万股 | +12.7万股+40.23% | 加仓 |
| SSPDR道富系列信托BWX |
| 1.41% | 1.59% | $3,135.5万 | 144.6万股 | $3,147.1万 | 143.4万股 | +1.3万股+0.87% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.32% | 1.43% | $2,929.8万 | 30.4万股 | $2,834.1万 | 29.6万股 | +7,933股+2.68% | 加仓 |
 微软MSFT |
| 1.29% | 1.5% | $2,854.1万 | 7.7万股 | $2,973.5万 | 8.0万股 | -3,817股-4.75% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.23% | 1.24% | $2,726.5万 | 49.4万股 | $2,462.2万 | 44.5万股 | +4.9万股+11.08% | 加仓 |
| IISHARES INTERNATIONAL TREASURY BOND ETFIGOV |
| 1.09% | 1.22% | $2,409.6万 | 58.7万股 | $2,415.0万 | 58.8万股 | -880股-0.15% | 减仓 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 1.07% | 1.16% | $2,366.2万 | 55.8万股 | $2,290.5万 | 56.1万股 | -3,745股-0.67% | 减仓 |
| SSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFIBND |
| 1% | 1.11% | $2,213.4万 | 71.0万股 | $2,204.0万 | 70.9万股 | +715股+0.10% | 加仓 |
| VVANECK JPMEMLC |
| 0.97% | 1.07% | $2,159.2万 | 84.5万股 | $2,126.9万 | 84.7万股 | -2,266股-0.27% | 减仓 |
| IiShares安硕信托EMB |
| 0.97% | 1.08% | $2,151.4万 | 22.3万股 | $2,138.0万 | 22.8万股 | -4,533股-1.99% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.94% | 0.97% | $2,081.5万 | 31.0万股 | $1,929.1万 | 29.4万股 | +1.6万股+5.41% | 加仓 |
| IINVESCO INTL. CORPORATE BONDPICB |
| 0.87% | 0.98% | $1,932.5万 | 83.4万股 | $1,930.7万 | 83.6万股 | -1,391股-0.17% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 1.05% | $1,849.5万 | 31.0万股 | $2,083.7万 | 38.6万股 | -7.6万股-19.62% | 减仓 |
| IiShares安硕信托EFV |
| 0.83% | 0.9% | $1,840.2万 | 24.0万股 | $1,783.0万 | 24.0万股 | +588股+0.25% | 加仓 |
 亚马逊AMZN |
| 0.79% | 0.76% | $1,749.3万 | 7.3万股 | $1,505.8万 | 7.2万股 | +1,099股+1.52% | 加仓 |
| I景顺交易所交易基金IIPGX |
| 0.77% | 0.76% | $1,701.6万 | 157.0万股 | $1,512.1万 | 139.0万股 | +18.0万股+12.95% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.75% | 1% | $1,669.9万 | 6.9万股 | $1,983.0万 | 9.1万股 | -2.3万股-24.71% | 减仓 |
 谷歌AGOOGL |
| 0.75% | 0.66% | $1,659.2万 | 4.6万股 | $1,302.7万 | 4.5万股 | +1,126股+2.49% | 加仓 |
| SSPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETFBWZ |
| 0.75% | 0.87% | $1,653.8万 | 61.8万股 | $1,725.2万 | 64.1万股 | -2.3万股-3.53% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.66% | $1,575.8万 | 4.5万股 | $1,301.1万 | 4.5万股 | -757股-1.67% | 减仓 |
| AALPS ETF信托AMLP |
| 0.7% | 0.79% | $1,547.0万 | 29.8万股 | $1,566.6万 | 29.8万股 | +758股+0.25% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.68% | 0.77% | $1,504.6万 | 57.4万股 | $1,528.9万 | 58.1万股 | -7,721股-1.33% | 减仓 |
 博通AVGO |
| 0.67% | 0.61% | $1,494.1万 | 4.0万股 | $1,205.3万 | 3.9万股 | +611股+1.57% | 加仓 |
 特斯拉TSLA |
| 0.67% | 0.68% | $1,479.9万 | 3.5万股 | $1,341.1万 | 3.6万股 | -889股-2.46% | 减仓 |
| SSPDR黄金信托GLD |
| 0.64% | 0.85% | $1,413.6万 | 3.8万股 | $1,672.6万 | 3.9万股 | -499股-1.28% | 减仓 |
| IiShares安硕IEMG |
| 0.63% | 0.7% | $1,403.9万 | 16.9万股 | $1,390.1万 | 19.9万股 | -3.0万股-14.96% | 减仓 |
 iShares安硕·MBSACGL |
| 0.63% | 0.71% | $1,393.6万 | 14.7万股 | $1,403.9万 | 14.8万股 | -422股-0.29% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.62% | 0.71% | $1,378.4万 | 16.7万股 | $1,401.0万 | 16.9万股 | -2,527股-1.49% | 减仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.61% | 0.68% | $1,348.1万 | 18.2万股 | $1,351.2万 | 18.2万股 | -556股-0.31% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.6% | 0.67% | $1,335.1万 | 16.2万股 | $1,326.1万 | 16.9万股 | -6,838股-4.04% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.59% | 0.59% | $1,315.0万 | 12.8万股 | $1,175.2万 | 11.8万股 | +9,927股+8.44% | 加仓 |
| IiShares安硕EEMS |
| 0.56% | 0.56% | $1,234.7万 | 16.3万股 | $1,117.6万 | 16.2万股 | +1,137股+0.70% | 加仓 |
| IiShares安硕信托EFG |
| 0.55% | 0.53% | $1,226.2万 | 9.9万股 | $1,053.1万 | 9.5万股 | +3,991股+4.22% | 加仓 |
| IiShares安硕信托HYG |
| 0.54% | 0.61% | $1,206.1万 | 15.1万股 | $1,207.7万 | 15.2万股 | -980股-0.65% | 减仓 |
 礼来LLY |
| 0.54% | 0.46% | $1,203.3万 | 1.0万股 | $907.2万 | 9,863股 | +169股+1.71% | 加仓 |
 Meta平台META |
| 0.49% | 0.46% | $1,081.0万 | 1.9万股 | $918.5万 | 1.6万股 | +3,138股+19.55% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.48% | 0.48% | $1,060.1万 | 16.4万股 | $956.5万 | 15.9万股 | +4,669股+2.93% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.47% | 0.49% | $1,033.9万 | 10.7万股 | $965.6万 | 10.9万股 | -1,636股-1.50% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.46% | 0.53% | $1,016.3万 | 12.9万股 | $1,048.9万 | 13.2万股 | -3,718股-2.81% | 减仓 |
 高盛GS |
| 0.46% | 0.43% | $1,013.6万 | 1.0万股 | $850.9万 | 1.0万股 | -36股-0.36% | 减仓 |
 摩根大通JPM |
| 0.44% | 0.45% | $981.6万 | 3.0万股 | $889.6万 | 3.0万股 | -256股-0.85% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.43% | 0.46% | $962.7万 | 6.2万股 | $915.8万 | 6.3万股 | -418股-0.67% | 减仓 |
 联合健康UNH |
| 0.4% | 0.29% | $887.0万 | 2.1万股 | $577.1万 | 2.1万股 | +11股+0.05% | 加仓 |
