| IiShares安硕信托SHV |
| 8.03% | 8.18% | $8,899.5万 | 80.6万股 | $8,726.3万 | 79.0万股 | +1.6万股+2.02% | 加仓 |
| V先锋领航·TOTALBND |
| 6.5% | 6.66% | $7,200.0万 | 98.1万股 | $7,108.0万 | 96.5万股 | +1.6万股+1.61% | 加仓 |
| V先锋领航指数基金VUG |
| 6.22% | 5.58% | $6,897.4万 | 80.1万股 | $5,949.7万 | 13.6万股 | +66.5万股+487.84% | 加仓 |
| V先锋领航指数基金VTV |
| 6.19% | 5.88% | $6,859.7万 | 31.5万股 | $6,273.9万 | 32.0万股 | -5,002股-1.56% | 减仓 |
| IiShares安硕信托AGG |
| 6.03% | 6.19% | $6,682.1万 | 67.5万股 | $6,604.4万 | 66.5万股 | +9,797股+1.47% | 加仓 |
| S嘉信策略信托SCHC |
| 5.31% | 5.22% | $5,883.2万 | 111.5万股 | $5,571.8万 | 113.9万股 | -2.4万股-2.08% | 减仓 |
| SSPDR道富指数基金EDIV |
| 5.18% | 5.22% | $5,736.0万 | 140.0万股 | $5,569.4万 | 141.1万股 | -1.0万股-0.72% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.12% | 4.82% | $5,673.9万 | 79.6万股 | $5,146.9万 | 80.3万股 | -6,856股-0.85% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.64% | 4.51% | $5,147.6万 | 26.1万股 | $4,809.5万 | 26.1万股 | -482股-0.18% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 4.5% | 4.1% | $4,984.8万 | 12.2万股 | $4,378.0万 | 12.3万股 | -1,053股-0.86% | 减仓 |
| V先锋领航指数基金VOT |
| 4.38% | 3.85% | $4,854.6万 | 15.8万股 | $4,106.3万 | 16.0万股 | -1,069股-0.67% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 3.74% | 3.34% | $4,141.8万 | 42.0万股 | $3,565.6万 | 42.2万股 | -1,766股-0.42% | 减仓 |
| IiShares安硕信托GVI |
| 3.09% | 3.13% | $3,420.6万 | 31.8万股 | $3,343.1万 | 31.5万股 | +2,896股+0.92% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 2.45% | 2.49% | $2,714.7万 | 53.2万股 | $2,653.5万 | 52.0万股 | +1.2万股+2.27% | 加仓 |
| IiShares安硕信托HYG |
| 2.09% | 2.13% | $2,319.3万 | 29.0万股 | $2,272.4万 | 28.6万股 | +4,394股+1.54% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.7% | 1.71% | $1,887.7万 | 28.1万股 | $1,828.4万 | 27.8万股 | +2,400股+0.86% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.09% | 1.05% | $1,213.3万 | 15.9万股 | $1,120.3万 | 16.4万股 | -4,210股-2.57% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.05% | 0.79% | $1,162.6万 | 6.1万股 | $839.4万 | 6.3万股 | -2,133股-3.38% | 减仓 |
| IiShares安硕信托IBTI |
| 1.02% | 1.06% | $1,131.5万 | 51.1万股 | $1,134.1万 | 50.9万股 | +2,091股+0.41% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.94% | 0.95% | $1,046.0万 | 21.6万股 | $1,015.6万 | 21.1万股 | +4,625股+2.19% | 加仓 |
| G通用动力VTI |
| 0.91% | 0.81% | $1,010.7万 | 2.7万股 | $862.9万 | 2.7万股 | +415股+1.54% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.9% | 0.92% | $996.3万 | 19.8万股 | $984.5万 | 19.7万股 | +1,269股+0.64% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 0.86% | 0.9% | $958.6万 | 49.1万股 | $958.1万 | 48.6万股 | +4,745股+0.98% | 加仓 |
 苹果AAPL |
| 0.75% | 1.37% | $831.6万 | 2.9万股 | $1,466.5万 | 5.8万股 | -2.9万股-50.26% | 减仓 |
| IiShares安硕信托IVV |
| 0.62% | 0.57% | $683.7万 | 9,130股 | $611.1万 | 9,356股 | -226股-2.42% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.61% | 0.55% | $672.1万 | 3.1万股 | $591.7万 | 3.1万股 | -221股-0.72% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.58% | 0.53% | $647.7万 | 10.9万股 | $569.5万 | 10.5万股 | +3,152股+2.99% | 加仓 |
| B贝莱德·ETF TRUST IISHYM |
| 0.58% | 0.6% | $644.2万 | 28.7万股 | $642.9万 | 29.2万股 | -5,007股-1.71% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.56% | 0.48% | $621.3万 | 8,320股 | $510.6万 | 7,851股 | +469股+5.97% | 加仓 |
| I景顺QQQ信托VOO |
| 0.5% | 0.38% | $555.1万 | 7,538股 | $409.1万 | 7,088股 | +450股+6.35% | 加仓 |
 微软MSFT |
| 0.49% | 0.53% | $544.9万 | 1.5万股 | $569.1万 | 1.5万股 | -766股-4.98% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.44% | 0.44% | $483.6万 | 3.1万股 | $474.8万 | 3.2万股 | -1,463股-4.56% | 减仓 |
| IiShares安硕信托MTUM |
| 0.41% | 0.32% | $456.4万 | 1.3万股 | $338.6万 | 1.4万股 | -796股-5.64% | 减仓 |
| V先锋领航指数基金VV |
| 0.39% | 0.35% | $431.5万 | 1.3万股 | $375.0万 | 1.3万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.63% | $399.2万 | 7,977股 | $667.5万 | 1.4万股 | -5,953股-42.74% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.34% | 0.33% | $374.2万 | 7.0万股 | $351.6万 | 7.1万股 | -1,419股-1.99% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 0.32% | 0.22% | $351.9万 | 7.2万股 | $232.2万 | 4.8万股 | +2.4万股+51.55% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 0.3% | 0.24% | $329.4万 | 6.6万股 | $259.1万 | 5.2万股 | +1.4万股+27.02% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.27% | $309.6万 | 8,663股 | $284.6万 | 9,898股 | -1,235股-12.48% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.27% | 0.28% | $300.6万 | 5.9万股 | $297.4万 | 6.0万股 | -185股-0.31% | 减仓 |
| S道富XLI |
| 0.26% | 0.24% | $283.0万 | 1.5万股 | $255.5万 | 1.6万股 | -524股-3.32% | 减仓 |
 亚马逊AMZN |
| 0.25% | 0.28% | $282.5万 | 1.2万股 | $302.6万 | 1.5万股 | -2,677股-18.43% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.25% | 0.25% | $278.6万 | 2.4万股 | $266.4万 | 2.4万股 | -694股-2.84% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.24% | 0.18% | $262.0万 | 1.1万股 | $188.7万 | 8,685股 | +2,097股+24.15% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.23% | 0.26% | $257.3万 | 2.4万股 | $275.6万 | 2.5万股 | -848股-3.41% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.22% | 0.22% | $247.5万 | 1.6万股 | $237.8万 | 1.6万股 | -617股-3.80% | 减仓 |
 百时美施贵宝BMY |
| 0.21% | 0.26% | $237.0万 | 4.1万股 | $275.8万 | 4.5万股 | -4,343股-9.55% | 减仓 |
 摩根大通JPM |
| 0.21% | 0.27% | $234.2万 | 7,156股 | $290.3万 | 9,870股 | -2,714股-27.50% | 减仓 |
 英伟达NVDA |
| 0.18% | 0.18% | $204.7万 | 1.0万股 | $189.8万 | 1.1万股 | -654股-6.01% | 减仓 |
 ADOBE COMADBE |
| 0.18% | 0.16% | $203.0万 | 9,900股 | $173.2万 | 7,126股 | +2,774股+38.93% | 加仓 |
