| V先锋领航指数基金VOO |
| 17.83% | 17.57% | $2.68亿 | 39.1万股 | $2.35亿 | 39.4万股 | -3,071股-0.78% | 减仓 |
| I景顺·S&PRWL |
| 14.15% | 14.39% | $2.13亿 | 166.6万股 | $1.93亿 | 167.7万股 | -1.1万股-0.63% | 减仓 |
| V先锋领航·FTSEVEA |
| 9.25% | 9.48% | $1.39亿 | 195.4万股 | $1.27亿 | 198.2万股 | -2.8万股-1.40% | 减仓 |
| V先锋领航指数基金VB |
| 9.08% | 8.64% | $1.37亿 | 44.1万股 | $1.16亿 | 44.2万股 | -901股-0.20% | 减仓 |
| V先锋领航·FSTEVWO |
| 7.92% | 8.36% | $1.19亿 | 199.6万股 | $1.12亿 | 207.1万股 | -7.5万股-3.62% | 减仓 |
| IiShares安硕IEMG |
| 6.02% | 5.82% | $9,063.9万 | 109.4万股 | $7,793.6万 | 111.7万股 | -2.3万股-2.08% | 减仓 |
| I景顺交易所交易基金IIRWJ |
| 5.82% | 5.65% | $8,757.2万 | 147.2万股 | $7,566.8万 | 149.9万股 | -2.7万股-1.81% | 减仓 |
| IINVESCO SP MIDCAP 400 REVENUERWK |
| 5.3% | 5.28% | $7,976.7万 | 54.5万股 | $7,073.3万 | 55.1万股 | -6,099股-1.11% | 减仓 |
| I景顺QQQ信托VOO |
| 4.67% | 4.28% | $7,026.1万 | 9.5万股 | $5,732.3万 | 9.9万股 | -3,904股-3.93% | 减仓 |
| IiShares安硕信托IEFA |
| 3.7% | 3.95% | $5,571.7万 | 57.7万股 | $5,293.0万 | 58.5万股 | -7,773股-1.33% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.17% | 2.83% | $4,773.1万 | 15.8万股 | $3,784.8万 | 15.9万股 | -1,733股-1.09% | 减仓 |
| I景顺自营指数基金BSCS |
| 3.1% | 3.43% | $4,660.0万 | 228.8万股 | $4,589.3万 | 224.7万股 | +4.1万股+1.83% | 加仓 |
| I景顺自营指数基金BSCQ |
| 3.06% | 3.39% | $4,601.9万 | 235.7万股 | $4,543.1万 | 232.6万股 | +3.1万股+1.32% | 加仓 |
| IiShares安硕信托IVV |
| 1.77% | 1.8% | $2,661.0万 | 3.6万股 | $2,415.4万 | 3.7万股 | -1,336股-3.62% | 减仓 |
| IiShares安硕·COREIJR |
| 1.65% | 1.61% | $2,476.8万 | 16.7万股 | $2,161.6万 | 17.4万股 | -6,891股-3.96% | 减仓 |
| V先锋领航指数基金VV |
| 0.97% | 0.96% | $1,463.1万 | 4.3万股 | $1,287.5万 | 4.3万股 | -537股-1.25% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.47% | $719.7万 | 9,637股 | $626.5万 | 9,633股 | +4股+0.04% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.37% | 0.41% | $557.0万 | 3.6万股 | $551.6万 | 3.8万股 | -1,735股-4.59% | 减仓 |
| V先锋领航·MIDVO |
| 0.22% | 0.23% | $337.4万 | 4.2万股 | $307.2万 | 1.1万股 | +3.1万股+291.43% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.2% | 0.17% | $302.9万 | 3.0万股 | $232.9万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.15% | 0.15% | $219.6万 | 2.1万股 | $205.2万 | 2.1万股 | +14股+0.07% | 加仓 |
| V先锋领航指数基金VUG |
| 0.13% | 0.13% | $198.7万 | 2.3万股 | $167.9万 | 3,844股 | +1.9万股+500.00% | 加仓 |
| IiShares安硕·COREIJH |
| 0.1% | 0.1% | $156.6万 | 2.0万股 | $139.4万 | 2.1万股 | -344股-1.67% | 减仓 |
 苹果AAPL |
| 0.09% | 0.09% | $133.9万 | 4,626股 | $117.4万 | 4,626股 | 00.00% | 持仓不变 |
| S道富SPMD |
| 0.06% | 0.07% | $91.5万 | 1.4万股 | $88.2万 | 1.5万股 | -1,352股-9.08% | 减仓 |
 谷歌AGOOGL |
| 0.06% | 0.05% | $87.3万 | 2,443股 | $70.3万 | 2,443股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCR |
| 0.06% | 0.06% | $84.8万 | 4.3万股 | $84.8万 | 4.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.05% | 0.06% | $78.7万 | 5,037股 | $76.2万 | 5,034股 | +3股+0.06% | 加仓 |
| IiShares安硕信托IDV |
| 0.05% | 0.06% | $72.5万 | 1.7万股 | $74.5万 | 1.7万股 | 00.00% | 持仓不变 |
| MMUELLER INDSMLI |
| 0.04% | 0.04% | $61.5万 | 5,000股 | $55.4万 | 5,000股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.04% | 0.04% | $60.8万 | 1,216股 | $58.3万 | 1,216股 | 00.00% | 持仓不变 |
| V先锋领航全球基金MGV |
| 0.04% | 0.04% | $53.8万 | 3,290股 | $47.7万 | 3,290股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.03% | 0.03% | $49.5万 | 3,988股 | $42.5万 | 997股 | +2,991股+300.00% | 加仓 |
 安费诺APH |
| 0.03% | 0.03% | $48.8万 | 2,766股 | $34.9万 | 2,766股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.03% | 0.03% | $44.6万 | 7,727股 | $37.5万 | 7,571股 | +156股+2.06% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.03% | 0.03% | $44.5万 | 2,884股 | $38.1万 | 2,884股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.03% | 0.03% | $43.8万 | 2,008股 | $39.4万 | 2,008股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.03% | 0.04% | $43.4万 | 5,915股 | $50.9万 | 6,915股 | -1,000股-14.46% | 减仓 |
 Meta平台META |
| 0.03% | 0.03% | $40.3万 | 715股 | $40.9万 | 715股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.03% | 0.03% | $38.5万 | 1,031股 | $38.2万 | 1,031股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.02% | 0.02% | $33.4万 | 893股 | $25.3万 | 893股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.02% | 0.02% | $32.0万 | 978股 | $28.7万 | 976股 | +2股+0.20% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.02% | 0.02% | $31.0万 | 2,609股 | $25.5万 | 2,609股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.02% | 0.02% | $30.9万 | 602股 | $30.1万 | 602股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.02% | 0.02% | $30.0万 | 2,512股 | $21.9万 | 314股 | +2,198股+700.00% | 加仓 |
| S道富SPYV |
| 0.02% | 0.02% | $28.6万 | 4,706股 | $26.6万 | 4,706股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.02% | 0.02% | $28.0万 | 3,190股 | $24.6万 | 3,215股 | -25股-0.78% | 减仓 |
 迈威尔MRVL |
| 0.02% | — | $25.1万 | 842股 | $0 | 0股 | +842股 | 新买入 |
 亚马逊AMZN |
| 0.01% | — | $22.5万 | 942股 | $0 | 0股 | +942股 | 新买入 |
 GE VernovaGEV |
| 0.01% | — | $22.4万 | 191股 | $0 | 0股 | +191股 | 新买入 |
