| V先锋领航STAR基金VXUS |
| 11.78% | 11.61% | $5,132.0万 | 60.0万股 | $4,574.6万 | 59.3万股 | +7,050股+1.19% | 加仓 |
| G通用动力VTI |
| 7.8% | 7.54% | $3,395.2万 | 9.2万股 | $2,968.4万 | 9.3万股 | -777股-0.84% | 减仓 |
| SSPDR道富指数基金SPGM |
| 7.18% | 7% | $3,127.8万 | 36.5万股 | $2,759.1万 | 36.4万股 | +670股+0.18% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.84% | 4.63% | $2,109.5万 | 9.9万股 | $1,825.2万 | 9.5万股 | +4,042股+4.25% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 3.97% | 4.18% | $1,729.0万 | 35.8万股 | $1,645.4万 | 34.4万股 | +1.4万股+3.93% | 加仓 |
| V先锋领航指数基金VOO |
| 3.89% | 3.83% | $1,693.8万 | 2.5万股 | $1,510.0万 | 2.5万股 | -609股-2.41% | 减仓 |
| S嘉信策略信托SCHM |
| 3.33% | 3.08% | $1,452.2万 | 39.4万股 | $1,214.0万 | 39.2万股 | +1,735股+0.44% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.28% | 2.99% | $1,426.8万 | 49.3万股 | $1,176.1万 | 46.9万股 | +2.4万股+5.15% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.23% | 3.48% | $1,407.8万 | 17.0万股 | $1,371.2万 | 16.6万股 | +4,626股+2.79% | 加仓 |
| SSPDR道富指数基金SPEM |
| 3.14% | 3.11% | $1,368.1万 | 26.4万股 | $1,225.6万 | 26.1万股 | +2,962股+1.13% | 加仓 |
| EETFIS SER TR INFLT |
| 3.11% | 3.25% | $1,353.2万 | 59.0万股 | $1,279.3万 | 56.2万股 | +2.7万股+4.86% | 加仓 |
| IiShares安硕信托AGG |
| 2.84% | 3.14% | $1,238.7万 | 12.5万股 | $1,235.4万 | 12.4万股 | +705股+0.57% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.78% | 2.88% | $1,208.7万 | 10.6万股 | $1,132.5万 | 10.5万股 | +733股+0.70% | 加仓 |
| TTCW ETF TRUSTXB |
| 2.73% | 2.79% | $1,188.5万 | 30.3万股 | $1,098.2万 | 28.0万股 | +2.3万股+8.39% | 加仓 |
| IiShares安硕信托SHYG |
| 2.64% | 2.8% | $1,151.4万 | 27.1万股 | $1,102.1万 | 26.0万股 | +1.1万股+4.22% | 加仓 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 2.61% | 3.43% | $1,137.3万 | 6.3万股 | $1,352.9万 | 6.2万股 | +924股+1.49% | 加仓 |
| IiShares安硕·COREIJR |
| 2.39% | 2.2% | $1,041.7万 | 7.0万股 | $868.1万 | 7.0万股 | +406股+0.58% | 加仓 |
| UUSCF ETF TRSDCI |
| 2.31% | 2.61% | $1,007.3万 | 38.1万股 | $1,028.1万 | 37.7万股 | +3,559股+0.94% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.25% | 2.32% | $979.9万 | 42.4万股 | $913.4万 | 39.3万股 | +3.0万股+7.70% | 加仓 |
| S嘉信·USSCHP |
| 2.24% | 2.37% | $974.3万 | 36.8万股 | $935.4万 | 35.2万股 | +1.6万股+4.59% | 加仓 |
 苹果AAPL |
| 1.72% | 1.54% | $748.6万 | 2.6万股 | $606.9万 | 2.4万股 | +1,959股+8.19% | 加仓 |
| IiShares安硕信托USRT |
| 1.6% | 1.54% | $696.0万 | 10.5万股 | $607.1万 | 10.3万股 | +2,171股+2.12% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.52% | 1.49% | $663.6万 | 4.2万股 | $585.4万 | 4.2万股 | -30股-0.07% | 减仓 |
| S嘉信·USSCHX |
| 1.14% | 1.1% | $496.9万 | 16.9万股 | $433.5万 | 16.9万股 | -240股-0.14% | 减仓 |
| S嘉信策略信托SCHF |
| 1.04% | 1.03% | $453.8万 | 16.4万股 | $407.2万 | 16.5万股 | -682股-0.41% | 减仓 |
 英伟达NVDA |
| 0.95% | 0.99% | $414.7万 | 2.1万股 | $391.7万 | 2.2万股 | -1,735股-7.73% | 减仓 |
| IiShares安硕信托IEFA |
| 0.72% | 0.75% | $313.7万 | 3.2万股 | $295.1万 | 3.3万股 | -121股-0.37% | 减仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.69% | 0.91% | $301.0万 | 7.5万股 | $358.0万 | 7.5万股 | -188股-0.25% | 减仓 |
| IiShares安硕信托ITOT |
| 0.62% | 0.58% | $269.5万 | 1.6万股 | $229.2万 | 1.6万股 | +316股+1.96% | 加仓 |
| IiShares安硕信托IVV |
| 0.58% | 0.56% | $252.1万 | 3,365股 | $222.0万 | 3,398股 | -33股-0.97% | 减仓 |
| IiShares安硕信托TIP |
| 0.54% | 0.59% | $234.3万 | 2.1万股 | $231.8万 | 2.1万股 | +406股+1.93% | 加仓 |
| IiShares安硕信托STIP |
| 0.51% | 0.58% | $224.2万 | 2.2万股 | $229.6万 | 2.2万股 | -252股-1.14% | 减仓 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 0.46% | 0.56% | $199.3万 | 4.6万股 | $220.6万 | 4.6万股 | -225股-0.49% | 减仓 |
| F富达Covington信托FFUT |
| 0.44% | 0.5% | $192.9万 | 3.3万股 | $196.9万 | 3.4万股 | -1,188股-3.48% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH |
| 0.43% | 0.43% | $185.5万 | 5.6万股 | $170.8万 | 5.7万股 | -685股-1.21% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.38% | 0.38% | $163.5万 | 2.3万股 | $148.0万 | 2.3万股 | -150股-0.65% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.29% | 0.33% | $128.1万 | 3.2万股 | $131.2万 | 3.3万股 | -565股-1.71% | 减仓 |
 雷神技术RTX |
| 0.29% | 0.31% | $124.4万 | 6,556股 | $121.8万 | 6,315股 | +241股+3.82% | 加仓 |
 微软MSFT |
| 0.26% | 0.28% | $112.3万 | 3,010股 | $111.4万 | 3,009股 | +1股+0.03% | 加仓 |
| V先锋领航指数基金VTV |
| 0.25% | 0.26% | $110.5万 | 5,070股 | $103.2万 | 5,262股 | -192股-3.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.22% | $107.0万 | 3,029股 | $88.4万 | 3,080股 | -51股-1.66% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.24% | 0.25% | $104.7万 | 1.8万股 | $98.1万 | 1.8万股 | -612股-3.37% | 减仓 |
| IINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETFRSPM |
| 0.22% | 0.24% | $95.1万 | 2.5万股 | $95.4万 | 2.5万股 | -76股-0.31% | 减仓 |
 美光科技MU |
| 0.21% | 0.05% | $92.5万 | 801股 | $20.3万 | 600股 | +201股+33.50% | 加仓 |
| SSANDISK COMSNDK |
| 0.21% | — | $90.9万 | 400股 | $0 | 0股 | +400股 | 新买入 |
 谷歌AGOOGL |
| 0.21% | 0.19% | $90.5万 | 2,531股 | $72.9万 | 2,536股 | -5股-0.20% | 减仓 |
| IiShares安硕信托DSI |
| 0.2% | 0.19% | $88.2万 | 6,191股 | $75.0万 | 6,185股 | +6股+0.10% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.2% | 0.2% | $85.3万 | 8,295股 | $79.3万 | 8,295股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.18% | 0.05% | $78.4万 | 1,348股 | $21.0万 | 1,032股 | +316股+30.62% | 加仓 |
| IiShares安硕·ESG OPTIMIZED MSCI USA ETFTOK |
| 0.18% | 0.16% | $76.5万 | 4,960股 | $61.6万 | 4,660股 | +300股+6.44% | 加仓 |
