| V先锋领航指数基金VOO |
| 9.41% | 9.08% | $9.97亿 | 145.1万股 | $9.94亿 | 166.3万股 | -21.2万股-12.75% | 减仓 |
| IiShares安硕信托IVV |
| 3.07% | 2.61% | $3.25亿 | 43.4万股 | $2.86亿 | 43.8万股 | -3,895股-0.89% | 减仓 |
 苹果AAPL |
| 2.83% | 2.68% | $3.00亿 | 103.5万股 | $2.93亿 | 115.5万股 | -12.0万股-10.35% | 减仓 |
 帕卡PCAR |
| 2.77% | 5.15% | $2.93亿 | 244.3万股 | $5.63亿 | 487.7万股 | -243.4万股-49.92% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.3% | 2.1% | $2.43亿 | 195.9万股 | $2.30亿 | 53.9万股 | +142.0万股+263.46% | 加仓 |
| V先锋领航·MIDVO |
| 2.15% | 1.86% | $2.28亿 | 283.4万股 | $2.04亿 | 71.0万股 | +212.4万股+299.24% | 加仓 |
 微软MSFT |
| 2.01% | 3.08% | $2.13亿 | 57.1万股 | $3.37亿 | 91.0万股 | -33.9万股-37.26% | 减仓 |
| V先锋领航指数基金VB |
| 1.49% | 1.26% | $1.58亿 | 52.2万股 | $1.38亿 | 52.5万股 | -2,768股-0.53% | 减仓 |
| V先锋领航指数基金VTV |
| 1.48% | 1.35% | $1.57亿 | 71.8万股 | $1.47亿 | 75.1万股 | -3.2万股-4.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.45% | 1.5% | $1.53亿 | 20.5万股 | $1.64亿 | 25.2万股 | -4.7万股-18.72% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.43% | 1.29% | $1.51亿 | 300.6万股 | $1.42亿 | 310.0万股 | -9.4万股-3.04% | 减仓 |
 亚马逊AMZN |
| 1.43% | 1.76% | $1.51亿 | 63.4万股 | $1.93亿 | 92.6万股 | -29.2万股-31.54% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.39% | 1.29% | $1.47亿 | 314.4万股 | $1.42亿 | 301.8万股 | +12.7万股+4.19% | 加仓 |
| IiShares安硕信托IDEV |
| 1.39% | 2.33% | $1.47亿 | 164.9万股 | $2.55亿 | 305.3万股 | -140.5万股-46.01% | 减仓 |
| G通用动力VTI |
| 1.25% | 1.59% | $1.32亿 | 35.8万股 | $1.74亿 | 54.3万股 | -18.5万股-34.08% | 减仓 |
 英伟达NVDA |
| 1.22% | 1.25% | $1.30亿 | 64.8万股 | $1.36亿 | 78.2万股 | -13.4万股-17.12% | 减仓 |
 谷歌AGOOGL |
| 1.2% | 1.06% | $1.27亿 | 35.5万股 | $1.16亿 | 40.2万股 | -4.7万股-11.57% | 减仓 |
| LLONG TERM GLOBAL GROWTH ETF USDBGGG |
| 1.17% | — | $1.24亿 | 352.1万股 | $0 | 0股 | +352.1万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.11% | 0.97% | $1.17亿 | 284.5万股 | $1.06亿 | 271.5万股 | +13.0万股+4.79% | 加仓 |
| IiShares安硕信托IEFA |
| 1% | 0.85% | $1.06亿 | 109.6万股 | $9,334.8万 | 103.1万股 | +6.5万股+6.32% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.98% | 1.63% | $1.04亿 | 304.0万股 | $1.78亿 | 552.8万股 | -248.8万股-45.01% | 减仓 |
| IiShares安硕信托IXUS |
| 0.94% | 0.83% | $9,997.6万 | 104.8万股 | $9,099.2万 | 105.0万股 | -2,706股-0.26% | 减仓 |
| WWisdomTree信托DLN |
| 0.86% | 0.8% | $9,079.2万 | 94.3万股 | $8,721.1万 | 97.6万股 | -3.4万股-3.45% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.84% | 1.16% | $8,852.5万 | 41.6万股 | $1.27亿 | 66.0万股 | -24.4万股-37.01% | 减仓 |
 摩根大通JPM |
| 0.81% | 0.78% | $8,632.7万 | 26.4万股 | $8,528.5万 | 29.0万股 | -2.6万股-9.04% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.79% | 0.68% | $8,411.7万 | 76.2万股 | $7,474.4万 | 76.9万股 | -6,248股-0.81% | 减仓 |
 卡特彼勒CAT |
| 0.78% | 0.6% | $8,230.2万 | 7.7万股 | $6,531.6万 | 9.2万股 | -1.5万股-16.17% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.71% | 1.11% | $7,503.5万 | 197.1万股 | $1.21亿 | 374.3万股 | -177.1万股-47.33% | 减仓 |
| IiShares安硕·COREIJR |
| 0.69% | 0.56% | $7,362.6万 | 49.6万股 | $6,107.9万 | 49.1万股 | +5,091股+1.04% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.69% | 0.66% | $7,325.0万 | 23.3万股 | $7,177.6万 | 25.0万股 | -1.7万股-6.90% | 减仓 |
| IiShares安硕·COREIJH |
| 0.69% | 0.57% | $7,283.6万 | 94.5万股 | $6,264.0万 | 92.8万股 | +1.7万股+1.83% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.66% | 0.64% | $7,022.1万 | 124.3万股 | $7,002.4万 | 123.5万股 | +7,859股+0.64% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.67% | $6,852.7万 | 19.4万股 | $7,282.3万 | 25.4万股 | -6.0万股-23.60% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.64% | 0.91% | $6,809.8万 | 95.6万股 | $9,993.0万 | 155.9万股 | -60.4万股-38.71% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.64% | 0.62% | $6,806.9万 | 366.5万股 | $6,738.3万 | 361.1万股 | +5.4万股+1.48% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.68% | $6,679.6万 | 13.3万股 | $7,478.6万 | 15.6万股 | -2.3万股-14.47% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.63% | 0.61% | $6,669.5万 | 327.5万股 | $6,648.2万 | 325.5万股 | +2.0万股+0.61% | 加仓 |
 礼来LLY |
| 0.63% | 0.51% | $6,652.8万 | 5.5万股 | $5,535.3万 | 6.0万股 | -4,714股-7.83% | 减仓 |
| I景顺自营指数基金BSCU |
| 0.61% | 0.58% | $6,508.9万 | 391.0万股 | $6,387.6万 | 382.1万股 | +9.0万股+2.35% | 加仓 |
 博通AVGO |
| 0.56% | 0.47% | $5,955.6万 | 15.8万股 | $5,097.0万 | 16.5万股 | -7,018股-4.26% | 减仓 |
 强生JNJ |
| 0.56% | 0.59% | $5,947.4万 | 23.4万股 | $6,407.7万 | 26.2万股 | -2.8万股-10.67% | 减仓 |
| I景顺自营指数基金BSCX |
| 0.55% | 0.51% | $5,792.1万 | 275.1万股 | $5,630.3万 | 266.2万股 | +8.9万股+3.34% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.54% | 0.91% | $5,693.1万 | 136.4万股 | $9,983.3万 | 271.6万股 | -135.2万股-49.77% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.52% | 0.45% | $5,539.7万 | 53.3万股 | $4,968.2万 | 51.2万股 | +2.2万股+4.26% | 加仓 |
 AMD超威AMD |
| 0.51% | 0.2% | $5,388.8万 | 9.3万股 | $2,176.5万 | 10.7万股 | -1.4万股-13.30% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.5% | 0.44% | $5,300.4万 | 86.6万股 | $4,772.2万 | 87.5万股 | -9,185股-1.05% | 减仓 |
| IiShares安硕信托IVW |
| 0.49% | 0.38% | $5,155.6万 | 37.5万股 | $4,180.3万 | 37.0万股 | +5,288股+1.43% | 加仓 |
| S嘉信策略信托SCHR |
| 0.48% | 0.44% | $5,123.5万 | 207.8万股 | $4,867.5万 | 195.4万股 | +12.4万股+6.33% | 加仓 |
 美光科技MU |
| 0.47% | 0.18% | $4,976.2万 | 4.3万股 | $1,965.5万 | 5.8万股 | -1.5万股-25.90% | 减仓 |
| C资本集团全球股票CGGE |
| 0.45% | 0.77% | $4,754.1万 | 134.9万股 | $8,384.8万 | 274.9万股 | -140.0万股-50.93% | 减仓 |
