| IiShares安硕信托IVV |
| 12.1% | 12.09% | $7,726.7万 | 10.3万股 | $6,923.5万 | 10.6万股 | -3,322股-3.13% | 减仓 |
 苹果AAPL |
| 6.74% | 6.67% | $4,303.2万 | 13.6万股 | $3,822.0万 | 15.1万股 | -1.5万股-9.95% | 减仓 |
| IiShares安硕·COREIJH |
| 4.38% | 4.36% | $2,795.4万 | 37.2万股 | $2,499.0万 | 37.0万股 | +1,470股+0.40% | 加仓 |
| IiShares安硕·S&PIVE |
| 3.39% | 3.57% | $2,162.3万 | 9.4万股 | $2,045.5万 | 9.7万股 | -3,221股-3.32% | 减仓 |
| IiShares安硕·COREIJR |
| 3.1% | 2.92% | $1,981.5万 | 13.7万股 | $1,671.8万 | 13.4万股 | +2,185股+1.62% | 加仓 |
| IiShares安硕信托IVW |
| 2.85% | 2.89% | $1,817.8万 | 13.3万股 | $1,652.4万 | 14.6万股 | -1.3万股-8.82% | 减仓 |
| G通用动力VTI |
| 2.36% | 2.17% | $1,505.5万 | 4.1万股 | $1,242.6万 | 3.9万股 | +1,980股+5.11% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 2.29% | 2.27% | $1,465.1万 | 63.7万股 | $1,300.4万 | 55.9万股 | +7.8万股+13.89% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 2.18% | 2.12% | $1,392.2万 | 64.5万股 | $1,216.3万 | 55.6万股 | +8.9万股+16.00% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.13% | 2.08% | $1,362.1万 | 66.1万股 | $1,191.8万 | 56.9万股 | +9.1万股+16.01% | 加仓 |
| IiShares安硕EUSA |
| 2.07% | 2.13% | $1,321.4万 | 11.5万股 | $1,217.7万 | 12.0万股 | -4,369股-3.65% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.81% | 1.68% | $1,155.7万 | 46.5万股 | $959.5万 | 38.0万股 | +8.5万股+22.44% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.7% | 1.63% | $1,083.9万 | 5.1万股 | $932.0万 | 4.9万股 | +2,036股+4.19% | 加仓 |
| I景顺自营指数基金BSCS |
| 1.65% | 1.83% | $1,053.9万 | 51.8万股 | $1,047.0万 | 51.3万股 | +5,758股+1.12% | 加仓 |
| IiShares安硕信托IBDT |
| 1.57% | 1.08% | $1,005.6万 | 40.0万股 | $617.1万 | 24.4万股 | +15.7万股+64.24% | 加仓 |
| I景顺自营指数基金BSCR |
| 1.57% | 1.77% | $1,005.1万 | 51.2万股 | $1,013.6万 | 51.6万股 | -4,572股-0.89% | 减仓 |
| V先锋领航指数基金VV |
| 1.55% | 1.54% | $991.9万 | 2.9万股 | $884.1万 | 3.0万股 | -832股-2.81% | 减仓 |
| IiShares安硕信托IBHH |
| 1.52% | 1.5% | $974.0万 | 41.7万股 | $857.4万 | 36.5万股 | +5.2万股+14.19% | 加仓 |
| IiShares安硕信托IBDS |
| 1.32% | 1.19% | $846.2万 | 35.1万股 | $681.4万 | 28.1万股 | +6.9万股+24.71% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.32% | 1.43% | $846.0万 | 8.2万股 | $819.9万 | 8.4万股 | -2,470股-2.93% | 减仓 |
| IiShares安硕信托ITOT |
| 1.3% | 1.28% | $828.0万 | 5.0万股 | $731.5万 | 5.1万股 | -926股-1.80% | 减仓 |
| I景顺自营指数基金BSJR |
| 1.26% | 1.43% | $802.3万 | 35.8万股 | $818.7万 | 36.6万股 | -7,591股-2.07% | 减仓 |
 亚马逊AMZN |
| 1.21% | 1.13% | $771.1万 | 3.1万股 | $649.9万 | 3.1万股 | -25股-0.08% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.19% | 1.18% | $763.0万 | 10.9万股 | $678.5万 | 10.6万股 | +3,487股+3.29% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.12% | 1.02% | $718.2万 | 4.6万股 | $584.1万 | 4.2万股 | +3,866股+9.16% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 1.02% | $712.1万 | 2.0万股 | $582.3万 | 2.0万股 | -48股-0.24% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.11% | 1.12% | $706.9万 | 5.2万股 | $640.3万 | 5.4万股 | -1,759股-3.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.03% | 0.94% | $658.4万 | 1.9万股 | $540.1万 | 1.9万股 | -50股-0.27% | 减仓 |
| V先锋领航指数基金VUG |
| 0.99% | 1.04% | $633.9万 | 7.4万股 | $596.4万 | 1.4万股 | +6.0万股+438.90% | 加仓 |
 礼来LLY |
| 0.97% | 0.84% | $616.9万 | 5,220股 | $480.3万 | 5,222股 | -2股-0.04% | 减仓 |
| IiShares安硕信托IJJ |
| 0.88% | 0.93% | $562.8万 | 3.8万股 | $533.0万 | 4.0万股 | -1,776股-4.42% | 减仓 |
| IiShares安硕信托DVY |
| 0.84% | 0.9% | $534.2万 | 3.3万股 | $516.0万 | 3.4万股 | -793股-2.33% | 减仓 |
| IiShares安硕信托IBDY |
| 0.84% | 0.08% | $534.0万 | 21.0万股 | $43.2万 | 1.7万股 | +19.4万股+1,158.39% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 0.83% | 1.62% | $528.7万 | 23.0万股 | $925.7万 | 39.9万股 | -16.9万股-42.30% | 减仓 |
 摩根大通JPM |
| 0.82% | 0.8% | $523.8万 | 1.6万股 | $458.7万 | 1.6万股 | +62股+0.40% | 加仓 |
| IiShares安硕信托IBHI |
| 0.81% | 0.42% | $517.8万 | 22.3万股 | $242.0万 | 10.4万股 | +11.9万股+114.37% | 加仓 |
 微软MSFT |
| 0.78% | 0.83% | $497.1万 | 1.3万股 | $473.1万 | 1.3万股 | -65股-0.51% | 减仓 |
| I景顺QQQ信托VOO |
| 0.74% | 0.69% | $470.3万 | 6,608股 | $395.9万 | 6,859股 | -251股-3.66% | 减仓 |
| V先锋领航指数基金VTV |
| 0.69% | 0.6% | $440.6万 | 2.0万股 | $340.9万 | 1.7万股 | +2,710股+15.60% | 加仓 |
| IiShares安硕信托AGG |
| 0.69% | 0.76% | $440.4万 | 4.5万股 | $434.1万 | 4.4万股 | +1,345股+3.08% | 加仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.69% | 0.64% | $437.6万 | 19.9万股 | $366.3万 | 16.6万股 | +3.4万股+20.41% | 加仓 |
| IiShares安硕信托IBDR |
| 0.68% | 1.38% | $431.2万 | 17.8万股 | $790.0万 | 32.6万股 | -14.8万股-45.31% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.61% | 0.59% | $390.5万 | 4.8万股 | $340.3万 | 4.5万股 | +2,308股+5.09% | 加仓 |
| IiShares安硕信托IJK |
| 0.6% | 0.6% | $382.3万 | 3.4万股 | $340.8万 | 3.4万股 | -9股-0.03% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.57% | — | $364.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 CencoraCOR |
| 0.57% | 0.65% | $363.6万 | 1.2万股 | $373.3万 | 1.2万股 | -5股-0.04% | 减仓 |
 好市多COST |
| 0.55% | 0.66% | $350.2万 | 3,780股 | $378.0万 | 3,794股 | -14股-0.37% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.5% | $328.5万 | 4,384股 | $286.5万 | 4,406股 | -22股-0.50% | 减仓 |
| IIBMIBM |
| 0.49% | 0.45% | $312.8万 | 1.1万股 | $256.4万 | 1.1万股 | +199股+1.88% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.48% | 1.24% | $309.3万 | 15.8万股 | $711.2万 | 36.4万股 | -20.6万股-56.55% | 减仓 |
