| IiShares安硕·COREIJH |
| 12.7% | 13.23% | $8,084.8万 | 104.8万股 | $7,642.7万 | 113.2万股 | -8.3万股-7.36% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 7.47% | 7.23% | $4,759.0万 | 153.0万股 | $4,177.5万 | 150.0万股 | +3.0万股+2.01% | 加仓 |
| G通用动力VTI |
| 7.3% | 5.18% | $4,648.1万 | 12.6万股 | $2,992.7万 | 9.3万股 | +3.2万股+34.65% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6.43% | 6.73% | $4,097.8万 | 92.4万股 | $3,887.6万 | 100.0万股 | -7.7万股-7.66% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 6.25% | 6.2% | $3,978.0万 | 79.2万股 | $3,582.6万 | 71.7万股 | +7.5万股+10.42% | 加仓 |
| IiShares安硕信托SGOV |
| 5.51% | 7.23% | $3,507.1万 | 34.8万股 | $4,177.8万 | 41.5万股 | -6.7万股-16.06% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 5.32% | 5.1% | $3,387.5万 | 43.9万股 | $2,946.8万 | 38.1万股 | +5.8万股+15.17% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 5.13% | 5.99% | $3,264.3万 | 39.0万股 | $3,463.0万 | 46.1万股 | -7.1万股-15.47% | 减仓 |
| V先锋领航STAR基金VXUS |
| 4.78% | 4.38% | $3,044.0万 | 35.6万股 | $2,533.0万 | 32.8万股 | +2.8万股+8.40% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.04% | 4.21% | $2,571.1万 | 32.5万股 | $2,432.7万 | 30.7万股 | +1.8万股+6.01% | 加仓 |
| V先锋领航指数基金VUG |
| 3.86% | 3.5% | $2,455.1万 | 28.5万股 | $2,020.0万 | 4.6万股 | +23.9万股+516.27% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.21% | 3.02% | $2,046.2万 | 50.3万股 | $1,748.0万 | 50.6万股 | -2,443股-0.48% | 减仓 |
| IiShares黄金信托IAU |
| 2.65% | 3.24% | $1,688.0万 | 22.4万股 | $1,873.8万 | 21.3万股 | +1.1万股+5.18% | 加仓 |
| EEA SERIES TRUSTORR |
| 2.55% | — | $1,624.0万 | 44.7万股 | $0 | 0股 | +44.7万股 | 新买入 |
 美光科技MU |
| 2.46% | 0.81% | $1,565.1万 | 1.4万股 | $465.8万 | 1.4万股 | -229股-1.66% | 减仓 |
| IiShares安硕信托GVI |
| 1.75% | 2.06% | $1,113.6万 | 10.3万股 | $1,192.9万 | 11.2万股 | -8,906股-7.92% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.9% | 0.9% | $576.2万 | 3.7万股 | $517.4万 | 3.7万股 | -690股-1.84% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.86% | 1.04% | $544.6万 | 10.8万股 | $601.2万 | 12.1万股 | -1.3万股-10.64% | 减仓 |
 亚马逊AMZN |
| 0.84% | 0.79% | $535.5万 | 2.2万股 | $458.0万 | 2.2万股 | +475股+2.16% | 加仓 |
 微软MSFT |
| 0.84% | 0.92% | $533.3万 | 1.4万股 | $531.7万 | 1.4万股 | -67股-0.47% | 减仓 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.84% | 0.83% | $533.2万 | 17.5万股 | $476.9万 | 17.5万股 | -283股-0.16% | 减仓 |
| IiShares安硕信托IUSB |
| 0.78% | 1.21% | $497.0万 | 10.8万股 | $698.2万 | 15.1万股 | -4.3万股-28.76% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.76% | 0.67% | $484.6万 | 11.4万股 | $386.5万 | 11.6万股 | -1,339股-1.16% | 减仓 |
| IiShares安硕信托IXUS |
| 0.67% | 0.71% | $428.4万 | 4.5万股 | $408.7万 | 4.7万股 | -2,287股-4.85% | 减仓 |
 苹果AAPL |
| 0.54% | 0.51% | $345.8万 | 1.2万股 | $296.1万 | 1.2万股 | +282股+2.42% | 加仓 |
| IiShares安硕信托IUSV |
| 0.54% | 0.56% | $340.9万 | 3.1万股 | $323.8万 | 3.2万股 | -718股-2.27% | 减仓 |
 卡特彼勒CAT |
| 0.51% | 0.37% | $326.1万 | 4,018股 | $213.9万 | 3,019股 | +999股+33.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.52% | $321.5万 | 6,425股 | $300.8万 | 6,277股 | +148股+2.36% | 加仓 |
 谷歌AGOOGL |
| 0.43% | 0.39% | $274.6万 | 7,684股 | $225.9万 | 7,857股 | -173股-2.20% | 减仓 |
 好市多COST |
| 0.36% | 0.5% | $227.4万 | 2,431股 | $291.0万 | 2,920股 | -489股-16.75% | 减仓 |
| V先锋领航指数基金VTV |
| 0.33% | 0.33% | $209.4万 | 9,610股 | $188.6万 | 9,612股 | -2股-0.02% | 减仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.33% | $203.6万 | 2,964股 | $190.7万 | 3,192股 | -228股-7.14% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.29% | 0.27% | $185.6万 | 1.4万股 | $156.8万 | 1.4万股 | +66股+0.47% | 加仓 |
| IiShares安硕信托EUSB |
| 0.26% | 0.32% | $168.6万 | 3.9万股 | $184.4万 | 4.2万股 | -3,581股-8.45% | 减仓 |
| IiShares安硕信托IVV |
| 0.26% | 0.23% | $164.3万 | 2,193股 | $132.5万 | 2,029股 | +164股+8.08% | 加仓 |
 英伟达NVDA |
| 0.25% | 0.24% | $156.1万 | 7,802股 | $139.8万 | 8,015股 | -213股-2.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.24% | 0.23% | $149.9万 | 2,008股 | $134.5万 | 2,069股 | -61股-2.95% | 减仓 |
 摩根大通JPM |
| 0.23% | 0.24% | $143.8万 | 4,393股 | $137.6万 | 4,677股 | -284股-6.07% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.22% | 0.24% | $140.9万 | 2.0万股 | $138.4万 | 2.2万股 | -1,810股-8.38% | 减仓 |
 Meta平台META |
| 0.22% | 0.24% | $140.1万 | 2,487股 | $141.3万 | 2,470股 | +17股+0.69% | 加仓 |
 应用材料AMAT |
| 0.22% | 0.14% | $139.8万 | 1,934股 | $81.9万 | 2,397股 | -463股-19.32% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.21% | 0.21% | $135.9万 | 5,743股 | $123.4万 | 5,738股 | +5股+0.09% | 加仓 |
| V先锋领航·TOTALBND |
| 0.21% | 0.33% | $130.7万 | 1.8万股 | $190.5万 | 2.6万股 | -8,068股-31.19% | 减仓 |
 埃克森美孚XOM |
| 0.2% | 0.28% | $129.6万 | 1.1万股 | $159.9万 | 9,422股 | +1,614股+17.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.17% | $118.2万 | 3,345股 | $97.0万 | 3,383股 | -38股-1.12% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.17% | 0.16% | $108.7万 | 8,751股 | $93.3万 | 2,188股 | +6,563股+299.95% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.16% | 0.16% | $103.0万 | 5,695股 | $95.0万 | 5,748股 | -53股-0.92% | 减仓 |
 VisaV |
| 0.16% | 0.15% | $99.0万 | 2,884股 | $86.4万 | 2,857股 | +27股+0.95% | 加仓 |
 博通AVGO |
| 0.16% | 0.14% | $98.9万 | 2,617股 | $80.0万 | 2,586股 | +31股+1.20% | 加仓 |
 BOOKING COMBKNG |
| 0.15% | 0.15% | $97.8万 | 5,485股 | $85.9万 | 204股 | +5,281股+2,588.73% | 加仓 |
