| SSPDR标普500 ETFSPY |
| 16.55% | 15.58% | $2,767.7万 | 3.7万股 | $2,333.9万 | 3.6万股 | +1,174股+3.27% | 加仓 |
| V先锋领航STAR基金VXUS |
| 9.55% | 9.85% | $1,596.8万 | 18.7万股 | $1,475.6万 | 19.1万股 | -4,576股-2.39% | 减仓 |
| V先锋领航·WELLINGTON FDVFQY |
| 6.21% | 5.92% | $1,038.7万 | 6.1万股 | $886.4万 | 5.9万股 | +1,597股+2.69% | 加仓 |
| B贝莱德ETF信托DYNF |
| 6.17% | 5.82% | $1,032.5万 | 15.2万股 | $872.3万 | 15.0万股 | +1,881股+1.25% | 加仓 |
| IiShares安硕信托IVV |
| 5.98% | 5.8% | $1,000.1万 | 1.3万股 | $869.3万 | 1.3万股 | +47股+0.35% | 加仓 |
| IiShares安硕EUSA |
| 5.35% | 5.2% | $895.1万 | 7.8万股 | $779.8万 | 7.7万股 | +1,759股+2.30% | 加仓 |
| V先锋领航·TOTALBND |
| 4.88% | 4.96% | $816.6万 | 11.1万股 | $742.9万 | 10.1万股 | +1.0万股+10.28% | 加仓 |
| I景顺自营指数基金BSCR |
| 4.6% | 4.88% | $769.9万 | 39.3万股 | $730.7万 | 37.2万股 | +2.0万股+5.42% | 加仓 |
| V先锋领航白厅基金VNQ |
| 4.49% | — | $751.4万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 4.16% | 4.23% | $695.3万 | 11.6万股 | $633.3万 | 11.7万股 | -683股-0.58% | 减仓 |
 iShares安硕·MBSACGL |
| 3.61% | 3.75% | $604.3万 | 6.4万股 | $561.8万 | 5.9万股 | +4,768股+8.06% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.94% | 2.99% | $492.5万 | 9.8万股 | $448.3万 | 9.0万股 | +8,305股+9.25% | 加仓 |
| SSPDR道富系列信托EBND |
| 2.65% | 2.78% | $442.8万 | 21.2万股 | $416.2万 | 20.2万股 | +1.0万股+4.96% | 加仓 |
 强生JNJ |
| 2.49% | 2.71% | $416.0万 | 1.6万股 | $406.5万 | 1.7万股 | -250股-1.50% | 减仓 |
 苹果AAPL |
| 1.45% | 1.42% | $241.8万 | 8,358股 | $212.1万 | 8,358股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCS |
| 1.4% | 1.52% | $233.6万 | 11.5万股 | $227.7万 | 11.1万股 | +3,236股+2.90% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.27% | 2.05% | $212.2万 | 2.7万股 | $307.4万 | 3.3万股 | -6,449股-19.44% | 减仓 |
| I景顺自营指数基金BSCQ |
| 1.19% | 1.32% | $199.0万 | 10.2万股 | $197.2万 | 10.1万股 | +944股+0.94% | 加仓 |
| SSPDR黄金信托GLD |
| 1.17% | 1.52% | $195.5万 | 5,308股 | $228.4万 | 5,308股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.07% | 1.11% | $178.4万 | 1.7万股 | $166.8万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.71% | 0.63% | $118.9万 | 1,614股 | $94.3万 | 1,634股 | -20股-1.22% | 减仓 |
 亚马逊AMZN |
| 0.48% | 0.35% | $80.4万 | 3,372股 | $52.7万 | 2,532股 | +840股+33.18% | 加仓 |
| IiShares安硕信托IEFA |
| 0.44% | 0.49% | $74.1万 | 7,669股 | $72.7万 | 8,034股 | -365股-4.54% | 减仓 |
 谷歌AGOOGL |
| 0.4% | 0.36% | $67.2万 | 1,880股 | $54.1万 | 1,880股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.4% | 0.38% | $67.0万 | 4,869股 | $56.3万 | 4,977股 | -108股-2.17% | 减仓 |
| IiShares安硕信托IWD |
| 0.39% | 0.39% | $65.8万 | 2,713股 | $58.0万 | 2,713股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.39% | 0.38% | $65.1万 | 2,967股 | $56.9万 | 2,967股 | 00.00% | 持仓不变 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.36% | 0.4% | $60.1万 | 3.2万股 | $60.4万 | 3.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.35% | 0.36% | $58.5万 | 3,564股 | $54.7万 | 3,839股 | -275股-7.16% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.34% | 0.35% | $56.7万 | 806股 | $52.2万 | 846股 | -40股-4.73% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.33% | 0.33% | $55.8万 | 3,555股 | $49.2万 | 3,555股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.33% | 0.41% | $55.8万 | 5,633股 | $62.1万 | 6,251股 | -618股-9.89% | 减仓 |
 Meta平台META |
| 0.32% | 0.36% | $53.5万 | 950股 | $54.4万 | 950股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.31% | 0.34% | $51.7万 | 1,387股 | $51.3万 | 1,387股 | 00.00% | 持仓不变 |
| IiShares安硕信托IQLT |
| 0.29% | 5.16% | $49.3万 | 9,946股 | $772.4万 | 16.7万股 | -15.7万股-94.05% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.29% | — | $48.2万 | 6,369股 | $0 | 0股 | +6,369股 | 新买入 |
| CCAMBRIA ETF TRTRTY |
| 0.29% | 0.31% | $48.1万 | 6,078股 | $45.8万 | 6,078股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.29% | 0.37% | $47.8万 | 6,326股 | $55.8万 | 6,326股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.29% | — | $47.8万 | 4,743股 | $0 | 0股 | +4,743股 | 新买入 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.28% | 0.32% | $47.5万 | 9,059股 | $47.7万 | 9,079股 | -20股-0.22% | 减仓 |
| GGlobal X基金CLIP |
| 0.28% | — | $46.2万 | 4,605股 | $0 | 0股 | +4,605股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.27% | 0.25% | $44.8万 | 1,491股 | $37.0万 | 1,491股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.26% | 0.27% | $43.0万 | 3,349股 | $40.3万 | 3,349股 | 00.00% | 持仓不变 |
 AGNC INVT COMAGNC |
| 0.24% | 0.25% | $40.6万 | 3.7万股 | $37.4万 | 3.7万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.24% | 0.2% | $39.9万 | 1,068股 | $30.3万 | 1,068股 | 00.00% | 持仓不变 |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 0.24% | — | $39.4万 | 7,838股 | $0 | 0股 | +7,838股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.23% | 0.23% | $38.5万 | 2,450股 | $33.9万 | 2,450股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSB |
| 0.22% | 0.27% | $36.7万 | 7,959股 | $40.2万 | 8,700股 | -741股-8.52% | 减仓 |
| IiShares安硕信托IEI |
| 0.22% | 0.24% | $36.2万 | 3,078股 | $36.5万 | 3,078股 | 00.00% | 持仓不变 |
| IINVESCO S&P MIDCAP 400 PURE GROWTH ETFRFG |
| 0.21% | 0.2% | $35.9万 | 5,570股 | $30.5万 | 5,570股 | 00.00% | 持仓不变 |
