| G通用动力VTI |
| 15.49% | 12.97% | $4.32亿 | 116.6万股 | $2.99亿 | 96.0万股 | +20.6万股+21.48% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 10.38% | 6.04% | $2.89亿 | 382.2万股 | $1.39亿 | 184.3万股 | +197.9万股+107.41% | 加仓 |
| V先锋领航·FSTEVWO |
| 9.68% | 10.52% | $2.70亿 | 451.8万股 | $2.43亿 | 463.2万股 | -11.4万股-2.47% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 7.4% | 7.33% | $2.06亿 | 233.0万股 | $1.69亿 | 211.7万股 | +21.3万股+10.06% | 加仓 |
| SSERIES PORTFOLIOS TRELM |
| 6.49% | 6.92% | $1.81亿 | 616.9万股 | $1.60亿 | 600.6万股 | +16.2万股+2.70% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 5.19% | 5.01% | $1.45亿 | 125.1万股 | $1.16亿 | 122.5万股 | +2.5万股+2.06% | 加仓 |
| IiShares安硕IEMG |
| 5.03% | 5.23% | $1.40亿 | 169.3万股 | $1.21亿 | 179.1万股 | -9.8万股-5.48% | 减仓 |
| S嘉信·USSCHP |
| 4.55% | 9.29% | $1.27亿 | 478.8万股 | $2.14亿 | 806.6万股 | -327.8万股-40.63% | 减仓 |
| V先锋领航指数基金VOO |
| 3.49% | 2.69% | $9,722.5万 | 14.2万股 | $6,201.5万 | 10.7万股 | +3.5万股+32.61% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.28% | 2.96% | $9,145.2万 | 157.1万股 | $6,819.5万 | 116.6万股 | +40.5万股+34.77% | 加仓 |
| IiShares安硕信托IEUR |
| 2.75% | 3.31% | $7,650.1万 | 101.8万股 | $7,625.7万 | 112.0万股 | -10.2万股-9.10% | 减仓 |
| IiShares安硕信托ITOT |
| 2.4% | 2.59% | $6,683.6万 | 40.7万股 | $5,967.3万 | 43.1万股 | -2.5万股-5.70% | 减仓 |
| J摩根大通·BETABUILDERS EUROPE ETFBBEU |
| 1.83% | 1.92% | $5,106.1万 | 65.7万股 | $4,436.0万 | 63.2万股 | +2.4万股+3.84% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.81% | 1.63% | $5,042.9万 | 97.4万股 | $3,760.3万 | 82.7万股 | +14.7万股+17.77% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 1.57% | 1.63% | $4,373.7万 | 53.4万股 | $3,771.2万 | 50.8万股 | +2.6万股+5.12% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.54% | 0.93% | $4,300.9万 | 181.6万股 | $2,139.1万 | 101.0万股 | +80.6万股+79.75% | 加仓 |
| V先锋领航·TOTALBND |
| 1.29% | 2.37% | $3,589.3万 | 48.9万股 | $5,478.3万 | 74.6万股 | -25.7万股-34.42% | 减仓 |
| V先锋领航指数基金VTV |
| 1.29% | 1.16% | $3,581.2万 | 16.4万股 | $2,687.2万 | 13.9万股 | +2.5万股+18.04% | 加仓 |
| JJPMORGAN BETABUILDERS CANADA ETFBBCA |
| 1.13% | 1.27% | $3,151.3万 | 31.7万股 | $2,939.6万 | 32.1万股 | -3,676股-1.15% | 减仓 |
| V先锋领航指数基金VB |
| 1.02% | 0.94% | $2,855.9万 | 9.4万股 | $2,168.4万 | 8.5万股 | +8,793股+10.29% | 加仓 |
| IiShares安硕信托AGG |
| 0.84% | 1.18% | $2,336.6万 | 23.6万股 | $2,730.4万 | 27.6万股 | -4.0万股-14.37% | 减仓 |
| S道富SPYM |
| 0.82% | 0.68% | $2,297.1万 | 26.1万股 | $1,571.7万 | 21.1万股 | +5.0万股+23.70% | 加仓 |
| IiShares安硕信托SGOV |
| 0.77% | 1.24% | $2,140.3万 | 21.3万股 | $2,862.4万 | 28.4万股 | -7.2万股-25.23% | 减仓 |
 英伟达NVDA |
| 0.77% | 0.79% | $2,139.1万 | 10.7万股 | $1,827.7万 | 11.1万股 | -3,753股-3.39% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.66% | 0.36% | $1,846.5万 | 19.1万股 | $820.8万 | 9.4万股 | +9.7万股+103.73% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.49% | 0.81% | $1,353.2万 | 26.8万股 | $1,868.2万 | 37.5万股 | -10.8万股-28.73% | 减仓 |
| IiShares安硕信托STIP |
| 0.42% | 0.8% | $1,179.6万 | 11.5万股 | $1,853.2万 | 17.9万股 | -6.4万股-35.59% | 减仓 |
| IiShares安硕信托IVV |
| 0.41% | 0.41% | $1,137.3万 | 1.5万股 | $936.1万 | 1.5万股 | +443股+3.00% | 加仓 |
| IiShares安硕信托GVI |
| 0.4% | 0.64% | $1,113.1万 | 10.3万股 | $1,487.5万 | 14.0万股 | -3.7万股-26.33% | 减仓 |
 苹果AAPL |
| 0.27% | 0.28% | $757.6万 | 2.6万股 | $636.1万 | 2.6万股 | +391股+1.52% | 加仓 |
| V先锋领航全球基金VGT |
| 0.27% | 0.02% | $755.5万 | 6.3万股 | $53.2万 | 6,361股 | +5.7万股+893.71% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.25% | 0.25% | $696.9万 | 8.5万股 | $585.9万 | 8.5万股 | 00.00% | 持仓不变 |
| IiShares安硕EWC |
| 0.23% | 0.26% | $631.1万 | 10.9万股 | $598.7万 | 11.2万股 | -2,580股-2.30% | 减仓 |
| IiShares安硕信托IUSV |
| 0.22% | 0.22% | $612.1万 | 5.6万股 | $499.9万 | 5.0万股 | +5,815股+11.69% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.21% | 0.15% | $583.6万 | 3.1万股 | $342.9万 | 2.7万股 | +3,739股+13.90% | 加仓 |
 CrowdStrikeCRWD |
| 0.21% | 0.13% | $579.7万 | 7,596股 | $288.6万 | 7,594股 | +2股+0.03% | 加仓 |
| S嘉信策略信托SCHF |
| 0.2% | 0.2% | $554.4万 | 20.0万股 | $472.9万 | 19.7万股 | +2,880股+1.46% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.17% | 0.16% | $468.8万 | 6.6万股 | $372.3万 | 6.0万股 | +5,780股+9.63% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.17% | $461.7万 | 6,182股 | $391.4万 | 6,194股 | -12股-0.19% | 减仓 |
 礼来LLY |
| 0.17% | 0.15% | $460.9万 | 3,843股 | $343.7万 | 3,877股 | -34股-0.88% | 减仓 |
 AMD超威AMD |
| 0.16% | 0.07% | $456.4万 | 7,857股 | $153.9万 | 7,851股 | +6股+0.08% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.16% | 0.19% | $449.3万 | 6股 | $427.6万 | 6股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.16% | 0.12% | $443.6万 | 3.0万股 | $272.1万 | 2.3万股 | +7,399股+32.86% | 加仓 |
| V先锋领航全球基金VFH |
| 0.14% | 0.12% | $386.3万 | 2.9万股 | $277.6万 | 2.3万股 | +5,878股+25.04% | 加仓 |
| V先锋领航全球基金VIS |
| 0.12% | 0.09% | $340.5万 | 9,447股 | $210.6万 | 6,977股 | +2,470股+35.40% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.12% | 0.11% | $322.1万 | 6.0万股 | $251.5万 | 5.2万股 | +8,075股+15.53% | 加仓 |
 泛林集团LRCX |
| 0.11% | 0.06% | $314.8万 | 7,264股 | $144.9万 | 7,250股 | +14股+0.19% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.11% | 0.11% | $298.0万 | 10.3万股 | $251.2万 | 10.3万股 | -87股-0.08% | 减仓 |
 布鲁克菲尔德BN |
| 0.11% | 0.12% | $297.3万 | 7.0万股 | $270.3万 | 7.0万股 | +1股+0.00% | 加仓 |
 相干公司COHR |
| 0.1% | 0.15% | $284.3万 | 7,208股 | $351.4万 | 1.6万股 | -8,790股-54.94% | 减仓 |
