| S道富SPYV |
| 10.49% | 10.18% | $2.84亿 | 466.6万股 | $2.43亿 | 429.5万股 | +37.1万股+8.65% | 加仓 |
| IiShares安硕信托IEFA |
| 9.75% | 9.75% | $2.64亿 | 273.1万股 | $2.33亿 | 257.1万股 | +16.0万股+6.22% | 加仓 |
| SSPDR道富系列信托SPYG |
| 9.55% | 8.67% | $2.58亿 | 217.0万股 | $2.07亿 | 211.2万股 | +5.8万股+2.75% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 7.91% | 7.92% | $2.14亿 | 97.5万股 | $1.89亿 | 98.6万股 | -1.1万股-1.09% | 减仓 |
| IiShares安硕IEMG |
| 6.28% | 5.97% | $1.70亿 | 204.9万股 | $1.42亿 | 204.2万股 | +7,421股+0.36% | 加仓 |
| IiShares安硕·COREIJH |
| 3.76% | 4.08% | $1.02亿 | 131.7万股 | $9,741.3万 | 144.3万股 | -12.5万股-8.67% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.12% | 3.18% | $8,442.4万 | 118.5万股 | $7,599.8万 | 118.6万股 | -1,083股-0.09% | 减仓 |
| IiShares安硕·COREIJR |
| 2.63% | 2.64% | $7,099.4万 | 47.9万股 | $6,292.4万 | 50.6万股 | -2.8万股-5.43% | 减仓 |
| V先锋领航指数基金VUG |
| 2.34% | 2.3% | $6,334.8万 | 73.5万股 | $5,494.9万 | 12.6万股 | +61.0万股+484.58% | 加仓 |
| V先锋领航·MIDVO |
| 2.21% | 2.32% | $5,968.8万 | 74.1万股 | $5,541.5万 | 19.3万股 | +54.8万股+283.91% | 加仓 |
| IiShares安硕信托IVW |
| 1.79% | 1.68% | $4,841.0万 | 35.2万股 | $4,003.3万 | 35.4万股 | -1,935股-0.55% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.65% | 1.71% | $4,460.6万 | 18.9万股 | $4,080.2万 | 19.0万股 | -1,211股-0.64% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 1.63% | 1.73% | $4,406.2万 | 192.5万股 | $4,124.2万 | 180.0万股 | +12.5万股+6.95% | 加仓 |
| I景顺QQQ信托VOO |
| 1.58% | 1.42% | $4,282.0万 | 5.8万股 | $3,397.5万 | 5.9万股 | -715股-1.21% | 减仓 |
| G通用动力VTI |
| 1.57% | 1.54% | $4,237.6万 | 11.5万股 | $3,685.6万 | 11.5万股 | -366股-0.32% | 减仓 |
| V先锋领航指数基金VB |
| 1.52% | 1.56% | $4,105.3万 | 13.5万股 | $3,725.8万 | 14.2万股 | -6,815股-4.79% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.34% | 1.39% | $3,614.5万 | 42.3万股 | $3,317.4万 | 43.0万股 | -7,417股-1.72% | 减仓 |
 苹果AAPL |
| 1.2% | 1.23% | $3,240.4万 | 11.2万股 | $2,943.7万 | 11.6万股 | -4,006股-3.45% | 减仓 |
| IiShares安硕信托IBTH |
| 1.19% | 1.17% | $3,207.8万 | 143.4万股 | $2,781.8万 | 124.0万股 | +19.4万股+15.62% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.14% | $3,100.1万 | 4.2万股 | $2,730.1万 | 4.2万股 | -467股-1.11% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 1.12% | 1.05% | $3,016.2万 | 36.5万股 | $2,493.9万 | 6.1万股 | +30.4万股+496.80% | 加仓 |
 雷神技术RTX |
| 1.05% | 1.25% | $2,852.4万 | 15.0万股 | $2,983.1万 | 15.5万股 | -4,301股-2.78% | 减仓 |
| WWisdomTree信托DTD |
| 0.92% | 0.97% | $2,487.3万 | 26.7万股 | $2,322.3万 | 26.9万股 | -2,170股-0.81% | 减仓 |
| IiShares安硕信托ICF |
| 0.68% | 0.8% | $1,831.6万 | 27.1万股 | $1,911.8万 | 30.9万股 | -3.8万股-12.33% | 减仓 |
 微软MSFT |
| 0.65% | 0.78% | $1,756.6万 | 4.7万股 | $1,871.4万 | 5.1万股 | -3,464股-6.85% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.65% | 0.71% | $1,744.8万 | 37.3万股 | $1,690.2万 | 36.0万股 | +1.3万股+3.54% | 加仓 |
 英伟达NVDA |
| 0.62% | 0.65% | $1,682.2万 | 8.4万股 | $1,557.3万 | 8.9万股 | -5,223股-5.85% | 减仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.58% | $1,584.0万 | 2.3万股 | $1,375.6万 | 2.3万股 | +43股+0.19% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.55% | 0.54% | $1,477.2万 | 10.1万股 | $1,292.7万 | 10.1万股 | -7股-0.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.46% | $1,324.4万 | 3.7万股 | $1,105.4万 | 3.9万股 | -1,049股-2.72% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.48% | 0.52% | $1,305.1万 | 10.5万股 | $1,239.9万 | 2.9万股 | +7.6万股+261.46% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.46% | $1,248.4万 | 1.7万股 | $1,098.2万 | 1.7万股 | -142股-0.84% | 减仓 |
| V先锋领航指数基金VTV |
| 0.43% | 0.43% | $1,165.0万 | 5.3万股 | $1,037.4万 | 5.3万股 | +582股+1.10% | 加仓 |
 谷歌AGOOGL |
| 0.4% | 0.4% | $1,093.4万 | 3.1万股 | $959.4万 | 3.3万股 | -2,766股-8.29% | 减仓 |
| V先锋领航指数基金VOT |
| 0.37% | 0.39% | $1,003.6万 | 3.3万股 | $938.7万 | 3.6万股 | -3,711股-10.17% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.35% | 0.37% | $937.8万 | 4.4万股 | $888.4万 | 4.6万股 | -2,215股-4.79% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.33% | 0.35% | $900.6万 | 4.1万股 | $837.4万 | 4.1万股 | -9股-0.02% | 减仓 |
 摩根大通JPM |
| 0.33% | 0.34% | $891.8万 | 2.7万股 | $802.6万 | 2.7万股 | -38股-0.14% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.35% | $845.0万 | 1.7万股 | $835.8万 | 1.7万股 | -555股-3.18% | 减仓 |
| IiShares安硕信托GVI |
| 0.31% | 0.36% | $844.4万 | 7.8万股 | $855.3万 | 8.1万股 | -2,107股-2.62% | 减仓 |
 亚马逊AMZN |
| 0.3% | 0.32% | $820.9万 | 3.4万股 | $767.7万 | 3.7万股 | -2,418股-6.56% | 减仓 |
 博通AVGO |
| 0.29% | 0.27% | $783.2万 | 2.1万股 | $653.3万 | 2.1万股 | -375股-1.78% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.29% | 0.32% | $782.7万 | 8.1万股 | $765.0万 | 8.6万股 | -5,085股-5.90% | 减仓 |
 CARRIER GLOBALCARR |
| 0.28% | 0.26% | $768.8万 | 10.5万股 | $610.1万 | 10.8万股 | -3,539股-3.27% | 减仓 |
| IiShares安硕信托DGRO |
| 0.28% | 0.3% | $765.9万 | 10.1万股 | $709.5万 | 10.1万股 | -46股-0.05% | 减仓 |
| TTERADYNETER |
| 0.27% | 0.2% | $727.8万 | 1.5万股 | $469.3万 | 1.6万股 | -788股-4.98% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.25% | 0.27% | $683.4万 | 6.6万股 | $642.9万 | 6.6万股 | -395股-0.60% | 减仓 |
| V先锋领航全球基金VGT |
| 0.25% | 0.23% | $681.6万 | 5.7万股 | $541.4万 | 7,759股 | +4.9万股+634.97% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.25% | 0.32% | $677.8万 | 9.5万股 | $752.4万 | 9.8万股 | -2,949股-3.02% | 减仓 |
 好市多COST |
| 0.25% | 0.32% | $673.8万 | 7,203股 | $755.9万 | 7,586股 | -383股-5.05% | 减仓 |
