| IiShares安硕信托IVV |
| 10.41% | 10.19% | $2.83亿 | 37.8万股 | $2.46亿 | 37.7万股 | +835股+0.22% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 7.35% | 7.27% | $2.00亿 | 642.3万股 | $1.75亿 | 630.0万股 | +12.3万股+1.96% | 加仓 |
| S嘉信策略信托SCHF |
| 7.2% | 7.09% | $1.96亿 | 705.6万股 | $1.71亿 | 691.1万股 | +14.5万股+2.10% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.83% | 5.71% | $1.58亿 | 222.4万股 | $1.38亿 | 215.2万股 | +7.2万股+3.35% | 加仓 |
| V先锋领航指数基金VOO |
| 5.69% | 5.54% | $1.55亿 | 22.5万股 | $1.34亿 | 22.4万股 | +1,307股+0.58% | 加仓 |
| I景顺QQQ信托VOO |
| 5.45% | 4.82% | $1.48亿 | 20.1万股 | $1.16亿 | 20.1万股 | -549股-0.27% | 减仓 |
| S嘉信·USSCHX |
| 4.46% | 4.34% | $1.21亿 | 411.0万股 | $1.05亿 | 408.3万股 | +2.7万股+0.67% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.33% | 4.3% | $1.18亿 | 197.2万股 | $1.04亿 | 191.8万股 | +5.4万股+2.82% | 加仓 |
| IiShares安硕·COREIJR |
| 3.85% | 3.35% | $1.05亿 | 70.5万股 | $8,090.8万 | 65.1万股 | +5.4万股+8.29% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.77% | 4.26% | $1.02亿 | 129.5万股 | $1.03亿 | 129.6万股 | -1,010股-0.08% | 减仓 |
| IiShares安硕信托AGG |
| 3.61% | 3.92% | $9,817.0万 | 99.2万股 | $9,453.6万 | 95.2万股 | +4.0万股+4.15% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 3.05% | 2.83% | $8,282.9万 | 217.6万股 | $6,835.3万 | 210.8万股 | +6.9万股+3.25% | 加仓 |
| S嘉信·USSCHA |
| 3.03% | 2.73% | $8,220.6万 | 227.4万股 | $6,580.3万 | 226.2万股 | +1.2万股+0.52% | 加仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 2.51% | 2.59% | $6,831.4万 | 67.5万股 | $6,242.0万 | 67.0万股 | +4,596股+0.69% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.32% | 2.43% | $6,298.8万 | 76.2万股 | $5,877.7万 | 71.0万股 | +5.2万股+7.30% | 加仓 |
| V先锋领航·TOTALBND |
| 1.83% | 2.32% | $4,966.4万 | 67.7万股 | $5,600.1万 | 76.0万股 | -8.4万股-11.04% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.74% | 1.69% | $4,721.7万 | 22.2万股 | $4,087.0万 | 21.3万股 | +8,962股+4.21% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.44% | 1.39% | $3,913.6万 | 30.6万股 | $3,357.9万 | 30.6万股 | +80股+0.03% | 加仓 |
 苹果AAPL |
| 1.41% | 1.43% | $3,821.1万 | 13.2万股 | $3,454.9万 | 13.6万股 | -4,077股-2.99% | 减仓 |
| S嘉信策略信托SCHD |
| 1.36% | 1.43% | $3,707.4万 | 116.9万股 | $3,456.3万 | 112.7万股 | +4.3万股+3.78% | 加仓 |
| V先锋领航指数基金VTV |
| 1.02% | 0.97% | $2,778.1万 | 12.7万股 | $2,349.3万 | 12.0万股 | +7,737股+6.46% | 加仓 |
| S道富SPYM |
| 1.01% | 0.99% | $2,735.2万 | 31.1万股 | $2,399.7万 | 31.4万股 | -2,284股-0.73% | 减仓 |
| IiShares安硕信托ICSH |
| 0.96% | 1.03% | $2,621.9万 | 51.8万股 | $2,492.9万 | 49.2万股 | +2.6万股+5.26% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.89% | 1.11% | $2,405.3万 | 15.2万股 | $2,668.9万 | 18.0万股 | -2.8万股-15.54% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.86% | 0.85% | $2,324.9万 | 3.3万股 | $2,043.9万 | 3.3万股 | -82股-0.25% | 减仓 |
 英伟达NVDA |
| 0.84% | 0.84% | $2,293.0万 | 11.5万股 | $2,027.9万 | 11.6万股 | -1,671股-1.44% | 减仓 |
| IiShares安硕信托IUSV |
| 0.84% | 0.89% | $2,280.0万 | 20.7万股 | $2,142.3万 | 21.0万股 | -2,528股-1.21% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.81% | 0.94% | $2,213.2万 | 47.1万股 | $2,274.6万 | 48.3万股 | -1.2万股-2.41% | 减仓 |
| IiShares安硕信托IMCG |
| 0.74% | 0.67% | $2,018.2万 | 20.5万股 | $1,606.0万 | 20.4万股 | +1,427股+0.70% | 加仓 |
| IiShares安硕信托IMCV |
| 0.71% | 0.73% | $1,916.4万 | 21.0万股 | $1,757.8万 | 20.7万股 | +2,402股+1.16% | 加仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.69% | 0.66% | $1,866.6万 | 19.3万股 | $1,598.0万 | 19.2万股 | +1,769股+0.92% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.77% | $1,828.3万 | 3.7万股 | $1,857.8万 | 3.9万股 | -2,232股-5.76% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.61% | 0.73% | $1,655.9万 | 29.3万股 | $1,750.9万 | 30.9万股 | -1.6万股-5.09% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.59% | 0.64% | $1,607.2万 | 6.6万股 | $1,536.3万 | 7.1万股 | -4,573股-6.47% | 减仓 |
| GGlobal X基金AIQ |
| 0.55% | 0.41% | $1,494.0万 | 22.8万股 | $999.2万 | 21.4万股 | +1.4万股+6.36% | 加仓 |
 亚马逊AMZN |
| 0.55% | 0.54% | $1,488.9万 | 6.2万股 | $1,295.6万 | 6.2万股 | +259股+0.42% | 加仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 0.55% | 0.54% | $1,481.3万 | 18.9万股 | $1,304.0万 | 18.8万股 | +1,539股+0.82% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.51% | 0.67% | $1,376.6万 | 25.9万股 | $1,621.8万 | 26.5万股 | -5,533股-2.09% | 减仓 |
| IiShares安硕信托ISCG |
| 0.43% | 0.41% | $1,180.8万 | 18.0万股 | $978.2万 | 17.9万股 | +1,656股+0.93% | 加仓 |
| S嘉信策略信托SCHE |
| 0.38% | 0.4% | $1,041.0万 | 28.7万股 | $963.3万 | 29.2万股 | -5,266股-1.80% | 减仓 |
| IiShares安硕信托IDEV |
| 0.36% | 0.39% | $971.8万 | 10.9万股 | $931.0万 | 11.1万股 | -2,222股-1.99% | 减仓 |
| NNEOS ETF TRUSTSPYI |
| 0.34% | 0.33% | $921.7万 | 17.4万股 | $799.4万 | 16.2万股 | +1.2万股+7.23% | 加仓 |
| G通用动力VTI |
| 0.32% | 0.43% | $872.7万 | 2.4万股 | $1,040.6万 | 3.2万股 | -8,854股-27.30% | 减仓 |
| IiShares安硕IEMG |
| 0.25% | 0.22% | $677.3万 | 8.2万股 | $539.8万 | 7.7万股 | +4,372股+5.65% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.24% | 0.26% | $664.6万 | 5.7万股 | $625.1万 | 5.7万股 | -689股-1.20% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.24% | — | $648.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 迪尔DE |
| 0.23% | 0.23% | $636.4万 | 1.0万股 | $565.2万 | 1.0万股 | +1股+0.01% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.22% | 0.21% | $593.8万 | 17.5万股 | $513.7万 | 17.6万股 | -858股-0.49% | 减仓 |
| IiShares安硕信托ITA |
| 0.21% | 0.21% | $568.9万 | 2.3万股 | $503.5万 | 2.3万股 | +450股+1.96% | 加仓 |
| S嘉信策略信托SCHM |
| 0.21% | 0.19% | $557.5万 | 15.1万股 | $468.1万 | 15.1万股 | 00.00% | 持仓不变 |
