| G通用动力VTI |
| 8.7% | 8.67% | $2,427.4万 | 6.6万股 | $2,173.3万 | 6.8万股 | -2,148股-3.17% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 6.99% | 7.14% | $1,950.3万 | 27.0万股 | $1,791.1万 | 29.2万股 | -2.2万股-7.62% | 减仓 |
| A美国世纪ETF信托AVUS |
| 6.69% | 6.1% | $1,867.3万 | 14.6万股 | $1,528.9万 | 13.8万股 | +8,279股+6.02% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.55% | 6.83% | $1,827.9万 | 25.7万股 | $1,713.0万 | 26.7万股 | -1.1万股-4.03% | 减仓 |
| IiShares安硕信托IVV |
| 5.25% | 5.17% | $1,466.1万 | 2.0万股 | $1,297.5万 | 2.0万股 | -286股-1.44% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.4% | 5.13% | $1,228.5万 | 24.3万股 | $1,286.8万 | 25.4万股 | -1.1万股-4.45% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.88% | 4.98% | $1,084.2万 | 13.9万股 | $1,248.8万 | 15.9万股 | -2.0万股-12.62% | 减仓 |
 AVANTIS INTLNGG |
| 3.53% | 3.17% | $984.0万 | 11.0万股 | $795.3万 | 9.4万股 | +1.7万股+17.67% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.36% | 3.11% | $938.3万 | 9.2万股 | $778.6万 | 9.9万股 | -7,269股-7.34% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.91% | 2.61% | $811.6万 | 8.4万股 | $654.0万 | 8.1万股 | +2,946股+3.63% | 加仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 2.86% | 2.43% | $797.2万 | 15.7万股 | $610.4万 | 12.1万股 | +3.7万股+30.50% | 加仓 |
| IiShares安硕信托AGG |
| 2.41% | 2.75% | $673.7万 | 6.8万股 | $689.4万 | 6.9万股 | -1,387股-2.00% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.28% | 2.74% | $635.9万 | 15.2万股 | $686.0万 | 18.7万股 | -3.4万股-18.34% | 减仓 |
| V先锋领航指数基金VTV |
| 2.14% | 1.49% | $596.0万 | 2.7万股 | $373.7万 | 1.9万股 | +8,300股+43.57% | 加仓 |
| IiShares安硕信托IEFA |
| 1.59% | 1.72% | $442.8万 | 4.6万股 | $432.3万 | 4.8万股 | -1,898股-3.97% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.54% | 1.7% | $430.8万 | 4.5万股 | $425.9万 | 4.8万股 | -3,340股-6.96% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.51% | 1.91% | $421.9万 | 7.1万股 | $480.1万 | 8.9万股 | -1.8万股-20.43% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.47% | 1.21% | $410.7万 | 3.2万股 | $303.4万 | 2.8万股 | +4,472股+16.17% | 加仓 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 1.4% | 1.14% | $392.1万 | 7.8万股 | $285.3万 | 6.5万股 | +1.4万股+21.23% | 加仓 |
 苹果AAPL |
| 1.22% | 1.11% | $340.9万 | 1.2万股 | $278.6万 | 1.1万股 | +802股+7.30% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.21% | 1.12% | $336.8万 | 1.1万股 | $281.4万 | 1.1万股 | -136股-1.20% | 减仓 |
| I景顺交易所交易基金信托EQWL |
| 1.17% | 1.03% | $325.9万 | 2.5万股 | $258.9万 | 2.2万股 | +2,795股+12.44% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.15% | 1.29% | $321.9万 | 3.9万股 | $322.9万 | 3.9万股 | -83股-0.21% | 减仓 |
| GGlobal X基金PAVE |
| 1.1% | 1.06% | $308.4万 | 5.2万股 | $266.1万 | 5.2万股 | -25股-0.05% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.07% | 1.26% | $298.2万 | 5.1万股 | $316.6万 | 5.3万股 | -2,613股-4.91% | 减仓 |
| V先锋领航·MIDVO |
| 0.99% | 0.92% | $275.1万 | 3.4万股 | $229.7万 | 7,999股 | +2.6万股+326.78% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.96% | 0.96% | $267.3万 | 1.3万股 | $241.7万 | 1.3万股 | -31股-0.25% | 减仓 |
 卡特彼勒CAT |
| 0.89% | 0.66% | $249.7万 | 2,345股 | $165.8万 | 2,340股 | +5股+0.21% | 加仓 |
| IiShares安硕IEMG |
| 0.84% | 0.82% | $235.1万 | 2.8万股 | $205.2万 | 2.9万股 | -1,048股-3.56% | 减仓 |
| F富达Covington信托FDEM |
| 0.84% | 0.7% | $234.9万 | 6.5万股 | $175.3万 | 5.6万股 | +9,141股+16.47% | 加仓 |
| IiShares安硕信托IVW |
| 0.81% | 0.74% | $226.3万 | 1.6万股 | $186.1万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.77% | 0.73% | $215.6万 | 2.5万股 | $183.5万 | 4,200股 | +2.1万股+495.90% | 加仓 |
| V先锋领航·TOTALBND |
| 0.74% | 0.87% | $207.3万 | 2.8万股 | $219.2万 | 3.0万股 | -1,532股-5.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.69% | $200.0万 | 2,678股 | $174.2万 | 2,678股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.63% | 0.61% | $176.1万 | 6.1万股 | $153.2万 | 6.1万股 | -221股-0.36% | 减仓 |
| S嘉信策略信托SCHD |
| 0.61% | 0.64% | $169.8万 | 5.4万股 | $161.6万 | 5.3万股 | +895股+1.70% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.6% | 0.68% | $167.5万 | 2.9万股 | $171.0万 | 2.9万股 | -443股-1.52% | 减仓 |
| S道富SPYV |
| 0.56% | 0.57% | $156.6万 | 2.6万股 | $142.5万 | 2.5万股 | +580股+2.30% | 加仓 |
| F富达Covington信托FESM |
| 0.56% | 0.39% | $156.4万 | 3.2万股 | $98.4万 | 2.6万股 | +6,507股+25.14% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.54% | 0.64% | $150.9万 | 7.2万股 | $159.8万 | 7.6万股 | -3,944股-5.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.54% | $143.8万 | 2,873股 | $136.6万 | 2,850股 | +23股+0.81% | 加仓 |
 特斯拉TSLA |
| 0.5% | 0.48% | $139.9万 | 3,327股 | $121.0万 | 3,255股 | +72股+2.21% | 加仓 |
| FFLEXSHARES QUALITYQDEF |
| 0.5% | 0.51% | $139.5万 | 1.6万股 | $127.9万 | 1.6万股 | +15股+0.09% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.44% | $132.3万 | 5,549股 | $110.3万 | 5,297股 | +252股+4.76% | 加仓 |
 微软MSFT |
| 0.44% | 0.46% | $123.4万 | 3,308股 | $115.4万 | 3,116股 | +192股+6.16% | 加仓 |
| AAvantis·U SAVUV |
| 0.37% | 0.41% | $102.3万 | 8,196股 | $101.6万 | 9,195股 | -999股-10.86% | 减仓 |
| FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV |
| 0.36% | 0.43% | $99.7万 | 2.5万股 | $107.4万 | 2.7万股 | -2,062股-7.69% | 减仓 |
 英伟达NVDA |
| 0.35% | 0.3% | $98.8万 | 4,940股 | $76.0万 | 4,355股 | +585股+13.43% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.31% | $96.3万 | 2,725股 | $77.2万 | 2,691股 | +34股+1.26% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.34% | 0.4% | $94.9万 | 3.8万股 | $99.4万 | 3.9万股 | -1,664股-4.23% | 减仓 |
