| V先锋领航国际股票指数基金VT |
| 11.87% | 11.39% | $3,418.0万 | 21.8万股 | $3,014.5万 | 21.8万股 | -157股-0.07% | 减仓 |
| G通用动力VTI |
| 11.16% | 10.62% | $3,214.8万 | 8.7万股 | $2,809.3万 | 8.8万股 | -693股-0.79% | 减仓 |
| V先锋领航债券指数基金BIV |
| 6.88% | 7.45% | $1,982.3万 | 25.8万股 | $1,970.0万 | 25.5万股 | +3,202股+1.25% | 加仓 |
| IiShares安硕信托AGG |
| 6.77% | 7.27% | $1,949.9万 | 19.7万股 | $1,923.7万 | 19.4万股 | +3,218股+1.66% | 加仓 |
| V先锋领航指数基金VOO |
| 5.66% | 5.35% | $1,628.8万 | 2.4万股 | $1,415.1万 | 2.4万股 | +35股+0.15% | 加仓 |
| SSPDR道富系列信托SPTM |
| 4.18% | 3.98% | $1,203.0万 | 13.3万股 | $1,052.1万 | 13.3万股 | -579股-0.44% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.97% | 4.26% | $1,144.6万 | 22.6万股 | $1,127.3万 | 22.3万股 | +3,588股+1.61% | 加仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 3.97% | 3.75% | $1,143.4万 | 15.7万股 | $991.1万 | 15.7万股 | -348股-0.22% | 减仓 |
| IiShares安硕信托IUSB |
| 3.52% | 3.73% | $1,014.7万 | 22.0万股 | $986.7万 | 21.4万股 | +6,241股+2.92% | 加仓 |
| V先锋领航·TOTALBND |
| 3.15% | 3.47% | $908.0万 | 12.4万股 | $919.3万 | 12.5万股 | -1,153股-0.92% | 减仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 3.03% | 3.25% | $871.6万 | 17.4万股 | $861.0万 | 17.2万股 | +1,998股+1.16% | 加仓 |
 苹果AAPL |
| 2.79% | 2.61% | $804.4万 | 2.8万股 | $691.6万 | 2.7万股 | +549股+2.01% | 加仓 |
| IiShares安硕信托ITOT |
| 2.45% | 0.16% | $705.5万 | 4.3万股 | $42.1万 | 2,954股 | +4.0万股+1,353.79% | 加仓 |
| V先锋领航指数基金VV |
| 2.28% | — | $655.3万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 2.13% | 0.11% | $613.2万 | 2.2万股 | $30.2万 | 1,277股 | +2.1万股+1,654.82% | 加仓 |
 Arista网络ANET |
| 1.9% | 1.49% | $546.4万 | 3.2万股 | $394.8万 | 3.2万股 | +5股+0.02% | 加仓 |
 3M COMMMM |
| 1.78% | 1.76% | $511.8万 | 3.2万股 | $464.5万 | 3.2万股 | -373股-1.17% | 减仓 |
| V先锋领航全球基金ESGV |
| 1.48% | 1.37% | $427.5万 | 3.2万股 | $362.6万 | 3.2万股 | +29股+0.09% | 加仓 |
| DDBX ETF信托SNPE |
| 1.2% | 0.86% | $346.2万 | 5.0万股 | $228.6万 | 3.8万股 | +1.2万股+30.96% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 1.08% | — | $311.4万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| IiShares安硕信托EUSB |
| 1.08% | 1.17% | $309.6万 | 7.1万股 | $310.6万 | 7.1万股 | -143股-0.20% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.07% | 1.17% | $307.4万 | 6.5万股 | $308.7万 | 6.5万股 | -84股-0.13% | 减仓 |
| G高盛ETF信托GSST |
| 1.05% | 1.08% | $302.2万 | 6.0万股 | $285.6万 | 5.7万股 | +3,249股+5.75% | 加仓 |
 LPL金融LPLA |
| 0.98% | 1.14% | $282.8万 | 1.0万股 | $302.1万 | 1.0万股 | 00.00% | 持仓不变 |
| NNUSHARES ETF TRNUBD |
| 0.96% | 1.05% | $277.3万 | 12.5万股 | $277.9万 | 12.5万股 | +136股+0.11% | 加仓 |
 英伟达NVDA |
| 0.87% | 0.87% | $250.7万 | 1.3万股 | $229.8万 | 1.3万股 | -645股-4.90% | 减仓 |
 微软MSFT |
| 0.83% | 0.89% | $238.9万 | 6,405股 | $235.8万 | 6,369股 | +36股+0.57% | 加仓 |
| IiShares安硕信托MTUM |
| 0.62% | — | $178.7万 | 5,214股 | $0 | 0股 | +5,214股 | 新买入 |
| IiShares安硕信托XVV |
| 0.59% | 0.29% | $171.0万 | 3.0万股 | $75.7万 | 1.5万股 | +1.5万股+95.73% | 加仓 |
 伊顿ETN |
| 0.59% | 0.54% | $170.3万 | 3,996股 | $142.9万 | 3,996股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.58% | 0.42% | $166.8万 | 1.4万股 | $110.2万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GARP |
| 0.56% | — | $161.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 英特尔INTC |
| 0.49% | 0.22% | $141.4万 | 1.0万股 | $57.3万 | 1.3万股 | -2,863股-22.04% | 减仓 |
| IiShares安硕信托SGOV |
| 0.49% | 0.51% | $140.0万 | 1.4万股 | $134.8万 | 1.3万股 | +517股+3.86% | 加仓 |
| G高盛ETF信托GBIL |
| 0.47% | 2.71% | $136.0万 | 1.4万股 | $717.4万 | 7.2万股 | -5.8万股-81.04% | 减仓 |
| SSPDR道富系列信托BILS |
| 0.46% | 2.66% | $133.1万 | 1.3万股 | $703.7万 | 7.1万股 | -5.7万股-81.07% | 减仓 |
 特斯拉TSLA |
| 0.46% | 0.44% | $133.0万 | 3,162股 | $117.5万 | 3,162股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.4% | 0.39% | $114.1万 | 6,973股 | $102.4万 | 7,241股 | -268股-3.70% | 减仓 |
| V先锋领航指数基金VUG |
| 0.39% | — | $110.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕信托SUSL |
| 0.38% | 0.08% | $110.9万 | 8,350股 | $21.7万 | 1,911股 | +6,439股+336.94% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.38% | 0.42% | $109.5万 | 1.2万股 | $110.2万 | 1.2万股 | -77股-0.64% | 减仓 |
| RRBB FDXBIL |
| 0.37% | 1.17% | $107.8万 | 2.2万股 | $309.2万 | 6.2万股 | -4.0万股-65.11% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.37% | 0.35% | $105.6万 | 1,502股 | $92.6万 | 1,502股 | 00.00% | 持仓不变 |
| RRBB FDTBIL |
| 0.35% | 0.55% | $100.0万 | 2.0万股 | $145.0万 | 2.9万股 | -9,042股-31.08% | 减仓 |
| NNUSHARES ETF TRNULC |
| 0.3% | — | $85.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托SHV |
| 0.29% | 0.7% | $84.4万 | 7,651股 | $184.1万 | 1.7万股 | -9,028股-54.13% | 减仓 |
 GE VernovaGEV |
| 0.29% | 0.24% | $84.2万 | 717股 | $62.8万 | 720股 | -3股-0.42% | 减仓 |
 GE航空GE |
| 0.26% | 0.21% | $74.4万 | 1,991股 | $56.5万 | 1,991股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.21% | 0.2% | $61.7万 | 824股 | $53.8万 | 824股 | 00.00% | 持仓不变 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.2% | 2.14% | $56.2万 | 1.1万股 | $565.8万 | 11.2万股 | -10.1万股-90.07% | 减仓 |
