| V先锋领航·FTSEVEA |
| 15.84% | 15.49% | $11.05亿 | 1,551.1万股 | $8.94亿 | 1,395.3万股 | +155.8万股+11.17% | 加仓 |
| G通用动力VTI |
| 12.97% | 12.4% | $9.05亿 | 244.6万股 | $7.16亿 | 223.1万股 | +21.5万股+9.64% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 10.38% | 9.86% | $7.24亿 | 330.0万股 | $5.69亿 | 296.6万股 | +33.4万股+11.27% | 加仓 |
| V先锋领航·TOTALBND |
| 8.6% | 9.08% | $6.00亿 | 817.8万股 | $5.24亿 | 711.4万股 | +106.4万股+14.96% | 加仓 |
| V先锋领航指数基金VTV |
| 5.36% | 5.41% | $3.74亿 | 171.8万股 | $3.12亿 | 159.2万股 | +12.6万股+7.93% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.61% | 3.5% | $2.52亿 | 421.5万股 | $2.02亿 | 373.5万股 | +48.0万股+12.84% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.21% | 2.96% | $2.24亿 | 218.8万股 | $1.71亿 | 217.5万股 | +1.3万股+0.60% | 加仓 |
| IiShares安硕信托GVI |
| 2.9% | 2.57% | $2.03亿 | 188.4万股 | $1.48亿 | 139.8万股 | +48.6万股+34.75% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.72% | 2.87% | $1.90亿 | 229.9万股 | $1.66亿 | 200.0万股 | +29.9万股+14.96% | 加仓 |
| S道富SPMD |
| 2.55% | 2.65% | $1.78亿 | 263.6万股 | $1.53亿 | 258.4万股 | +5.2万股+2.02% | 加仓 |
| IiShares安硕·S&PIUSG |
| 2.39% | 2.19% | $1.66亿 | 88.5万股 | $1.26亿 | 81.4万股 | +7.1万股+8.71% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.32% | 2.08% | $1.62亿 | 184.5万股 | $1.20亿 | 32.7万股 | +151.8万股+465.04% | 加仓 |
| IiShares安硕信托IEI |
| 2.04% | 2.16% | $1.42亿 | 121.3万股 | $1.25亿 | 105.0万股 | +16.3万股+15.51% | 加仓 |
| IiShares安硕信托IEFA |
| 1.97% | 2.29% | $1.38亿 | 142.7万股 | $1.32亿 | 146.1万股 | -3.5万股-2.38% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.88% | 2.28% | $1.31亿 | 259.1万股 | $1.32亿 | 263.9万股 | -4.8万股-1.83% | 减仓 |
| IiShares安硕信托ITOT |
| 1.8% | 1.94% | $1.25亿 | 76.3万股 | $1.12亿 | 78.6万股 | -2.3万股-2.92% | 减仓 |
| IiShares安硕信托CMF |
| 1.45% | 1.56% | $1.01亿 | 175.0万股 | $8,990.0万 | 158.1万股 | +16.9万股+10.71% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 1.31% | 1.35% | $9,171.9万 | 126.9万股 | $7,774.0万 | 126.8万股 | +1,163股+0.09% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.97% | 1.1% | $6,774.6万 | 134.4万股 | $6,340.4万 | 138.9万股 | -4.4万股-3.20% | 减仓 |
| S道富SPYV |
| 0.69% | 0.86% | $4,823.3万 | 79.3万股 | $4,986.6万 | 88.1万股 | -8.8万股-9.97% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.66% | 0.7% | $4,594.4万 | 34.7万股 | $4,034.5万 | 35.9万股 | -1.2万股-3.32% | 减仓 |
| IiShares安硕信托USMV |
| 0.65% | 0.75% | $4,513.9万 | 46.8万股 | $4,321.5万 | 46.6万股 | +1,968股+0.42% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.63% | 0.67% | $4,401.3万 | 130.1万股 | $3,893.9万 | 133.7万股 | -3.6万股-2.70% | 减仓 |
 苹果AAPL |
| 0.63% | 0.63% | $4,388.6万 | 15.2万股 | $3,613.7万 | 14.2万股 | +9,275股+6.51% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.55% | 0.58% | $3,844.9万 | 69.7万股 | $3,347.7万 | 60.5万股 | +9.2万股+15.22% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.52% | 0.54% | $3,600.6万 | 124.3万股 | $3,136.9万 | 125.0万股 | -6,441股-0.52% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.52% | 0.63% | $3,599.7万 | 116.7万股 | $3,655.6万 | 118.8万股 | -2.1万股-1.75% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.5% | 0.61% | $3,502.4万 | 60.2万股 | $3,547.3万 | 60.6万股 | -4,168股-0.69% | 减仓 |
| IiShares安硕信托ICSH |
| 0.5% | 0.61% | $3,475.8万 | 68.7万股 | $3,542.8万 | 70.0万股 | -1.3万股-1.89% | 减仓 |
| IiShares安硕IEMG |
| 0.46% | 0.47% | $3,190.9万 | 38.5万股 | $2,738.5万 | 39.3万股 | -7,427股-1.89% | 减仓 |
| IiShares安硕信托NYF |
| 0.44% | 0.48% | $3,078.0万 | 57.1万股 | $2,777.5万 | 52.3万股 | +4.8万股+9.21% | 加仓 |
| V先锋领航指数基金VOO |
| 0.4% | 0.32% | $2,797.6万 | 4.1万股 | $1,823.6万 | 3.1万股 | +1.0万股+33.47% | 加仓 |
| IiShares安硕信托EFAV |
| 0.38% | 0.48% | $2,680.2万 | 30.6万股 | $2,751.1万 | 30.1万股 | +4,480股+1.49% | 加仓 |
 英伟达NVDA |
| 0.38% | 0.3% | $2,630.9万 | 13.1万股 | $1,755.5万 | 10.1万股 | +3.1万股+30.62% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.37% | 0.39% | $2,584.6万 | 31.4万股 | $2,267.1万 | 31.6万股 | -2,167股-0.69% | 减仓 |
| V先锋领航·MIDVO |
| 0.3% | 0.44% | $2,101.3万 | 26.1万股 | $2,540.7万 | 8.8万股 | +17.2万股+194.79% | 加仓 |
| V先锋领航指数基金VUG |
| 0.27% | 0.27% | $1,913.2万 | 22.2万股 | $1,557.7万 | 3.6万股 | +18.6万股+522.82% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.27% | 0.3% | $1,856.1万 | 35.8万股 | $1,748.4万 | 37.3万股 | -1.4万股-3.82% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.24% | 0.25% | $1,652.4万 | 18.2万股 | $1,435.5万 | 18.2万股 | +422股+0.23% | 加仓 |
| J骏利亨德森JAAA |
| 0.21% | 0.15% | $1,485.2万 | 29.4万股 | $850.6万 | 16.9万股 | +12.5万股+74.18% | 加仓 |
| IiShares安硕信托AGG |
| 0.2% | 0.25% | $1,409.6万 | 14.2万股 | $1,428.2万 | 14.4万股 | -1,456股-1.01% | 减仓 |
| IiShares安硕信托ITOT |
| 0.2% | 0.22% | $1,379.5万 | 8.4万股 | $1,283.2万 | 9.1万股 | -6,452股-7.11% | 减仓 |
 微软MSFT |
| 0.19% | 0.2% | $1,310.6万 | 3.5万股 | $1,148.0万 | 3.1万股 | +4,121股+13.29% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.18% | 0.19% | $1,224.0万 | 25.8万股 | $1,108.0万 | 23.3万股 | +2.5万股+10.80% | 加仓 |
 亚马逊AMZN |
| 0.15% | 0.14% | $1,069.3万 | 4.5万股 | $792.6万 | 3.8万股 | +6,808股+17.89% | 加仓 |
| IiShares安硕信托IVV |
| 0.14% | 0.13% | $995.2万 | 1.3万股 | $776.1万 | 1.2万股 | +1,407股+11.84% | 加仓 |
 谷歌AGOOGL |
| 0.14% | 0.12% | $990.3万 | 2.8万股 | $675.8万 | 2.4万股 | +4,209股+17.91% | 加仓 |
 Meta平台META |
| 0.13% | 0.15% | $916.2万 | 1.6万股 | $887.9万 | 1.6万股 | +747股+4.81% | 加仓 |
| S嘉信策略信托SCHF |
| 0.13% | 0.14% | $891.8万 | 32.2万股 | $793.6万 | 32.1万股 | +1,301股+0.41% | 加仓 |
| S道富SPAB |
| 0.12% | 0.15% | $805.8万 | 31.6万股 | $857.2万 | 33.5万股 | -1.9万股-5.63% | 减仓 |
