| V先锋领航指数基金VOO |
| 43.52% | 42.68% | $66.74亿 | 971.7万股 | $57.41亿 | 960.8万股 | +10.9万股+1.13% | 加仓 |
| IiShares安硕信托IXUS |
| 23.23% | 23.49% | $35.62亿 | 3,732.7万股 | $31.60亿 | 3,647.4万股 | +85.3万股+2.34% | 加仓 |
| IiShares安硕信托AGG |
| 9.44% | 9.94% | $14.48亿 | 1,462.5万股 | $13.37亿 | 1,346.9万股 | +115.6万股+8.58% | 加仓 |
| IiShares安硕·COREIJH |
| 7.09% | 6.94% | $10.87亿 | 1,409.3万股 | $9.34亿 | 1,383.3万股 | +26.0万股+1.88% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 4.02% | 4.26% | $6.16亿 | 1,276.8万股 | $5.73亿 | 1,182.2万股 | +94.7万股+8.01% | 加仓 |
| IiShares安硕·COREIJR |
| 3.55% | 3.36% | $5.45亿 | 367.6万股 | $4.52亿 | 363.6万股 | +3.9万股+1.08% | 加仓 |
| IiShares安硕信托ITOT |
| 2.82% | 2.79% | $4.33亿 | 264.7万股 | $3.75亿 | 265.2万股 | -5,885股-0.22% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.1% | 1.12% | $1.69亿 | 164.2万股 | $1.51亿 | 157.8万股 | +6.4万股+4.05% | 加仓 |
| PProShares信托BITO |
| 0.48% | 0.54% | $7,332.8万 | 918.9万股 | $7,258.2万 | 779.6万股 | +139.3万股+17.87% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.45% | 0.44% | $6,964.6万 | 45.1万股 | $5,959.8万 | 45.1万股 | +209股+0.05% | 加仓 |
| IiShares安硕ESGE |
| 0.42% | 0.41% | $6,497.1万 | 118.8万股 | $5,526.3万 | 121.5万股 | -2.7万股-2.25% | 减仓 |
| G高盛ETF信托GBIL |
| 0.36% | 0.4% | $5,448.8万 | 54.4万股 | $5,374.8万 | 53.6万股 | +7,540股+1.41% | 加仓 |
| IiShares安硕信托SHV |
| 0.35% | 0.4% | $5,440.8万 | 49.3万股 | $5,371.2万 | 48.7万股 | +6,483股+1.33% | 加仓 |
| IiShares安硕信托ICSH |
| 0.35% | 0.4% | $5,437.0万 | 107.5万股 | $5,380.4万 | 106.3万股 | +1.2万股+1.13% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.35% | 0.4% | $5,433.1万 | 107.4万股 | $5,398.1万 | 106.7万股 | +7,772股+0.73% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.35% | 0.4% | $5,430.4万 | 59.3万股 | $5,364.1万 | 58.5万股 | +7,234股+1.24% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.23% | 0.22% | $3,576.4万 | 63.9万股 | $3,015.1万 | 64.1万股 | -1,804股-0.28% | 减仓 |
 英伟达NVDA |
| 0.2% | 0.19% | $3,081.4万 | 15.4万股 | $2,499.9万 | 14.3万股 | +1.1万股+7.44% | 加仓 |
| IiShares安硕信托GJS |
| 0.19% | 0.2% | $2,938.5万 | 129.0万股 | $2,752.9万 | 120.2万股 | +8.8万股+7.35% | 加仓 |
 iShares安硕·MBSACGL |
| 0.18% | 0.2% | $2,800.8万 | 29.6万股 | $2,628.1万 | 27.7万股 | +2.0万股+7.06% | 加仓 |
| IiShares安硕信托IBDU |
| 0.16% | 0.18% | $2,529.2万 | 109.2万股 | $2,380.0万 | 102.9万股 | +6.4万股+6.21% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.11% | 0.12% | $1,749.8万 | 21.3万股 | $1,661.6万 | 20.1万股 | +1.2万股+5.90% | 加仓 |
| IiShares安硕信托SUSB |
| 0.11% | 0.12% | $1,746.0万 | 69.9万股 | $1,654.7万 | 66.0万股 | +3.9万股+5.83% | 加仓 |
 特斯拉TSLA |
| 0.1% | 0.09% | $1,546.2万 | 3.7万股 | $1,257.7万 | 3.4万股 | +2,929股+8.66% | 加仓 |
 苹果AAPL |
| 0.08% | 0.08% | $1,226.5万 | 4.2万股 | $1,028.5万 | 4.1万股 | +1,864股+4.60% | 加仓 |
 亚马逊AMZN |
| 0.07% | 0.07% | $1,145.0万 | 4.8万股 | $935.1万 | 4.5万股 | +3,145股+7.00% | 加仓 |
 AMD超威AMD |
| 0.06% | 0.02% | $866.8万 | 1.5万股 | $327.1万 | 1.6万股 | -1,156股-7.19% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.05% | 0.04% | $725.0万 | 3.8万股 | $490.0万 | 3.7万股 | +1,188股+3.22% | 加仓 |
 微软MSFT |
| 0.04% | 0.04% | $622.9万 | 1.7万股 | $538.3万 | 1.5万股 | +2,155股+14.82% | 加仓 |
 Meta平台META |
| 0.03% | 0.03% | $412.4万 | 7,321股 | $357.2万 | 6,243股 | +1,078股+17.27% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.02% | 0.02% | $375.1万 | 1.1万股 | $286.8万 | 9,999股 | +618股+6.18% | 加仓 |
 谷歌AGOOGL |
| 0.02% | 0.02% | $369.3万 | 1.0万股 | $269.7万 | 9,379股 | +954股+10.17% | 加仓 |
 英特尔INTC |
| 0.02% | 0.01% | $335.1万 | 2.4万股 | $122.5万 | 2.8万股 | -3,754股-13.53% | 减仓 |
 博通AVGO |
| 0.02% | 0.02% | $310.2万 | 8,213股 | $233.7万 | 7,550股 | +663股+8.78% | 加仓 |
 礼来LLY |
| 0.02% | 0.02% | $306.5万 | 2,555股 | $211.2万 | 2,296股 | +259股+11.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.02% | 0.02% | $275.5万 | 5,505股 | $254.4万 | 5,309股 | +196股+3.69% | 加仓 |
 GE VernovaGEV |
| 0.02% | 0.01% | $252.8万 | 2,152股 | $177.2万 | 2,030股 | +122股+6.01% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.02% | 0.02% | $250.9万 | 4.4万股 | $212.7万 | 3.8万股 | +6,904股+18.40% | 加仓 |
 好市多COST |
| 0.02% | 0.02% | $244.9万 | 2,618股 | $218.1万 | 2,189股 | +429股+19.60% | 加仓 |
 埃克森美孚XOM |
| 0.01% | 0.02% | $205.1万 | 1.5万股 | $208.4万 | 1.2万股 | +2,718股+22.13% | 加仓 |
 雪佛龙CVX |
| 0.01% | 0.01% | $186.0万 | 1.1万股 | $187.3万 | 9,053股 | +2,166股+23.93% | 加仓 |
 卡特彼勒CAT |
| 0.01% | 0.01% | $181.1万 | 1,701股 | $112.3万 | 1,585股 | +116股+7.32% | 加仓 |
 沃尔玛WMT |
| 0.01% | 0.01% | $171.3万 | 1.5万股 | $161.6万 | 1.3万股 | +2,124股+16.33% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.01% | 0.01% | $167.7万 | 3.2万股 | $168.8万 | 2.8万股 | +4,022股+14.60% | 加仓 |
 NETFLIXNFLX |
| 0.01% | 0.01% | $149.8万 | 2.1万股 | $164.6万 | 1.7万股 | +3,866股+22.58% | 加仓 |
 GE航空GE |
| 0.01% | 0.01% | $148.4万 | 3,970股 | $105.4万 | 3,715股 | +255股+6.86% | 加仓 |
 可口可乐KO |
| 0.01% | 0.01% | $140.2万 | 1.7万股 | $115.9万 | 1.5万股 | +2,015股+13.22% | 加仓 |
 甲骨文ORCL |
| 0.01% | 0.01% | $123.1万 | 8,399股 | $115.7万 | 7,862股 | +537股+6.83% | 加仓 |
 洛克希德马丁LMT |
| 0.01% | 0.01% | $116.3万 | 2,282股 | $109.7万 | 1,815股 | +467股+25.73% | 加仓 |
 联合健康UNH |
| 0.01% | 0.01% | $112.5万 | 2,706股 | $79.2万 | 2,928股 | -222股-7.58% | 减仓 |
