| G通用动力VTI |
| 20.54% | 10.44% | $2.38亿 | 64.3万股 | $7,507.9万 | 23.4万股 | +40.9万股+174.90% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 6.31% | 7.87% | $7,312.6万 | 100.3万股 | $5,657.5万 | 103.5万股 | -3.2万股-3.10% | 减仓 |
| IiShares安硕·ESGEFA |
| 4.62% | 2.87% | $5,352.5万 | 52.0万股 | $2,061.4万 | 21.6万股 | +30.4万股+141.05% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.76% | 5.39% | $4,353.5万 | 61.5万股 | $3,875.9万 | 60.5万股 | +1.1万股+1.75% | 加仓 |
 好市多COST |
| 2.74% | 0.11% | $3,171.3万 | 3.4万股 | $78.7万 | 790股 | +3.3万股+4,193.42% | 加仓 |
| V先锋领航指数基金VB |
| 2.27% | 1.48% | $2,625.6万 | 8.7万股 | $1,065.6万 | 4.1万股 | +4.6万股+112.99% | 加仓 |
| V先锋领航·TOTALBND |
| 2.18% | 3.26% | $2,530.1万 | 50.3万股 | $2,342.8万 | 31.8万股 | +18.4万股+57.97% | 加仓 |
| SSPDR道富系列信托SHE |
| 1.93% | — | $2,236.5万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 1.87% | 2.69% | $2,172.2万 | 36.7万股 | $1,933.3万 | 35.8万股 | +9,130股+2.55% | 加仓 |
| IiShares安硕信托SUSL |
| 1.87% | 2.46% | $2,166.9万 | 16.3万股 | $1,772.2万 | 15.6万股 | +7,215股+4.62% | 加仓 |
 苹果AAPL |
| 1.78% | 2.33% | $2,061.7万 | 7.2万股 | $1,677.5万 | 6.6万股 | +6,088股+9.21% | 加仓 |
| IiShares安硕信托GVI |
| 1.53% | 2.44% | $1,769.3万 | 16.6万股 | $1,751.2万 | 16.4万股 | +1,771股+1.08% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.43% | 0.97% | $1,661.1万 | 21.3万股 | $696.3万 | 8.9万股 | +12.4万股+139.81% | 加仓 |
| IiShares安硕信托GVI |
| 1.27% | 1.81% | $1,477.1万 | 13.7万股 | $1,300.7万 | 12.3万股 | +1.5万股+12.10% | 加仓 |
| V先锋领航指数基金VTV |
| 1.19% | 1.67% | $1,375.8万 | 9.4万股 | $1,197.6万 | 6.1万股 | +3.3万股+53.56% | 加仓 |
 英伟达NVDA |
| 1.17% | 1.63% | $1,356.1万 | 6.8万股 | $1,170.1万 | 6.7万股 | +691股+1.03% | 加仓 |
 强生JNJ |
| 1.11% | 0.24% | $1,281.4万 | 5.0万股 | $174.9万 | 7,155股 | +4.3万股+605.09% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.1% | 0.45% | $1,279.7万 | 6.5万股 | $327.0万 | 1.8万股 | +4.7万股+264.23% | 加仓 |
 微软MSFT |
| 0.91% | 1.36% | $1,048.9万 | 2.8万股 | $978.5万 | 2.6万股 | +1,857股+7.03% | 加仓 |
 麦当劳MCD |
| 0.89% | 0.03% | $1,025.9万 | 3.8万股 | $21.8万 | 702股 | +3.7万股+5,312.54% | 加仓 |
 谷歌AGOOGL |
| 0.86% | 1.15% | $997.5万 | 2.8万股 | $827.2万 | 2.9万股 | -443股-1.54% | 减仓 |
| V先锋领航·MIDVO |
| 0.81% | 1.11% | $939.5万 | 17.6万股 | $798.5万 | 2.8万股 | +14.8万股+531.54% | 加仓 |
| IiShares安硕ESGE |
| 0.8% | — | $930.1万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.78% | — | $899.4万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| JJPMorgan Sustainable Municipal Income ETFJMSI |
| 0.73% | 1.02% | $850.6万 | 16.9万股 | $736.2万 | 14.8万股 | +2.1万股+14.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.97% | $847.8万 | 2.4万股 | $695.8万 | 2.4万股 | -120股-0.49% | 减仓 |
| IiShares安硕信托EMB |
| 0.73% | 1.09% | $843.6万 | 10.9万股 | $782.2万 | 8.3万股 | +2.6万股+31.06% | 加仓 |
 亚马逊AMZN |
| 0.72% | 0.91% | $837.8万 | 3.5万股 | $650.9万 | 3.1万股 | +3,840股+12.29% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.65% | 0.92% | $756.9万 | 14.0万股 | $663.1万 | 14.0万股 | +853股+0.61% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.65% | 0.91% | $748.8万 | 25.9万股 | $657.4万 | 26.2万股 | -3,361股-1.28% | 减仓 |
 NETFLIXNFLX |
| 0.64% | 1.16% | $745.3万 | 8.9万股 | $830.7万 | 8.6万股 | +2,297股+2.66% | 加仓 |
 Meta平台META |
| 0.61% | 1.04% | $708.0万 | 1.3万股 | $748.9万 | 1.3万股 | +93股+0.71% | 加仓 |
| IiShares安硕信托IEFA |
| 0.5% | 0.74% | $576.0万 | 6.0万股 | $534.5万 | 5.9万股 | +616股+1.04% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.46% | 0.69% | $532.7万 | 14.4万股 | $494.4万 | 13.4万股 | +9,777股+7.29% | 加仓 |
 应用材料AMAT |
| 0.43% | 0.32% | $497.3万 | 8,939股 | $227.3万 | 6,651股 | +2,288股+34.40% | 加仓 |
| VVanEck ETF信托HYD |
| 0.43% | 0.63% | $493.9万 | 11.5万股 | $449.9万 | 9.0万股 | +2.5万股+27.72% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.38% | 0.63% | $438.9万 | 22.4万股 | $456.4万 | 23.3万股 | -8,801股-3.78% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.38% | 0.52% | $436.0万 | 1.3万股 | $377.3万 | 7,780股 | +5,527股+71.04% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.36% | — | $417.3万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| I景顺自营指数基金BSCQ |
| 0.36% | 0.64% | $413.8万 | 21.2万股 | $457.0万 | 23.4万股 | -2.2万股-9.42% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.35% | 0.63% | $402.5万 | 8.0万股 | $454.4万 | 9.0万股 | -1.0万股-11.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.48% | $402.3万 | 5,452股 | $344.5万 | 5,297股 | +155股+2.93% | 加仓 |
 礼来LLY |
| 0.33% | 0.42% | $378.1万 | 3,180股 | $301.1万 | 3,274股 | -94股-2.87% | 减仓 |
 CloudflareNET |
| 0.31% | 0.16% | $356.8万 | 1.5万股 | $118.4万 | 5,740股 | +8,825股+153.75% | 加仓 |
 宝洁PG |
| 0.28% | 0.07% | $324.6万 | 2.2万股 | $50.2万 | 3,478股 | +1.9万股+534.99% | 加仓 |
| IiShares安硕·COREIJH |
| 0.27% | 0.39% | $316.2万 | 4.1万股 | $283.3万 | 4.2万股 | -952股-2.27% | 减仓 |
 默沙东MRK |
| 0.26% | 0.39% | $305.4万 | 2.4万股 | $283.6万 | 2.4万股 | +349股+1.48% | 加仓 |
 阿斯麦ASML |
| 0.26% | 0.27% | $303.6万 | 1,591股 | $194.6万 | 1,473股 | +118股+8.01% | 加仓 |
| IiShares安硕IEMG |
| 0.26% | 0.36% | $301.1万 | 3.6万股 | $256.9万 | 3.7万股 | -443股-1.20% | 减仓 |
 TJXTJX |
| 0.24% | 0.21% | $279.4万 | 1.8万股 | $151.6万 | 9,495股 | +8,885股+93.58% | 加仓 |
