| IiShares安硕信托IEFA |
| 9.73% | 10.05% | $1.10亿 | 113.7万股 | $1.03亿 | 113.9万股 | -2,701股-0.24% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 8.15% | 8.37% | $9,198.4万 | 86.5万股 | $8,586.2万 | 91.6万股 | -5.1万股-5.54% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 7.79% | 7.43% | $8,790.0万 | 68.8万股 | $7,626.9万 | 69.5万股 | -7,572股-1.09% | 减仓 |
| IiShares安硕信托IUSB |
| 6.13% | 5.7% | $6,917.4万 | 149.9万股 | $5,850.2万 | 126.7万股 | +23.2万股+18.34% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.49% | 4.46% | $5,071.0万 | 100.6万股 | $4,576.2万 | 100.2万股 | +3,896股+0.39% | 加仓 |
| V先锋领航指数基金VUG |
| 4.44% | 4.12% | $5,004.6万 | 58.1万股 | $4,227.3万 | 9.7万股 | +48.4万股+500.30% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.83% | 3.75% | $4,322.1万 | 85.5万股 | $3,846.1万 | 77.1万股 | +8.4万股+10.84% | 加仓 |
| A美国世纪ETF信托AVLV |
| 3.59% | 5.26% | $4,054.4万 | 44.5万股 | $5,395.1万 | 66.9万股 | -22.5万股-33.58% | 减仓 |
| A美国世纪ETF信托AVLC |
| 3.31% | 1.65% | $3,728.9万 | 41.5万股 | $1,696.7万 | 21.9万股 | +19.6万股+89.46% | 加仓 |
| SSPDR道富指数基金SPEM |
| 3.18% | 3.16% | $3,589.3万 | 69.3万股 | $3,240.0万 | 69.1万股 | +2,499股+0.36% | 加仓 |
| IiShares安硕IEMG |
| 2.98% | 3% | $3,360.2万 | 40.6万股 | $3,079.9万 | 44.2万股 | -3.6万股-8.14% | 减仓 |
| IiShares安硕信托GVI |
| 2.61% | 3.06% | $2,943.2万 | 27.3万股 | $3,143.9万 | 29.6万股 | -2.3万股-7.66% | 减仓 |
| AAvantis Total Equity Markets ETFAVTM |
| 2.42% | 2.3% | $2,726.9万 | 50.1万股 | $2,354.7万 | 50.1万股 | -15股-0.00% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 1.85% | 2.09% | $2,088.0万 | 40.9万股 | $2,146.0万 | 42.1万股 | -1.2万股-2.74% | 减仓 |
| IiShares安硕信托IDEV |
| 1.79% | 1.83% | $2,021.2万 | 22.7万股 | $1,877.4万 | 22.5万股 | +2,435股+1.08% | 加仓 |
| V先锋领航指数基金VTV |
| 1.76% | 1.74% | $1,981.0万 | 9.1万股 | $1,781.0万 | 9.1万股 | +128股+0.14% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.72% | 1.73% | $1,943.8万 | 57.4万股 | $1,773.0万 | 60.9万股 | -3.4万股-5.63% | 减仓 |
| IiShares安硕信托EFV |
| 1.64% | 1.69% | $1,850.4万 | 23.9万股 | $1,731.7万 | 23.1万股 | +7,580股+3.28% | 加仓 |
| IiShares安硕信托ICSH |
| 1.46% | 1.2% | $1,646.6万 | 32.6万股 | $1,232.0万 | 24.3万股 | +8.2万股+33.76% | 加仓 |
| IiShares安硕信托IUSV |
| 1.43% | 1.45% | $1,609.3万 | 14.6万股 | $1,489.7万 | 14.6万股 | +407股+0.28% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.31% | 1.25% | $1,472.6万 | 42.3万股 | $1,283.4万 | 42.1万股 | +2,260股+0.54% | 加仓 |
| IiShares安硕信托HDV |
| 1.17% | 1.26% | $1,315.5万 | 48.0万股 | $1,297.3万 | 9.6万股 | +38.4万股+402.08% | 加仓 |
| IiShares安硕·S&PIUSG |
| 1.06% | 0.96% | $1,199.5万 | 6.4万股 | $988.9万 | 6.4万股 | +19股+0.03% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.06% | 1% | $1,193.8万 | 9.6万股 | $1,024.4万 | 2.4万股 | +7.2万股+300.20% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.01% | 1% | $1,145.0万 | 16.1万股 | $1,027.3万 | 16.0万股 | +380股+0.24% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.01% | 1.84% | $1,142.6万 | 1.5万股 | $1,882.8万 | 2.9万股 | -1.4万股-47.15% | 减仓 |
| IiShares安硕·COREIJR |
| 1% | 0.92% | $1,123.7万 | 7.6万股 | $940.9万 | 7.6万股 | +76股+0.10% | 加仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.86% | 0.93% | $974.2万 | 41.1万股 | $958.8万 | 40.5万股 | +6,144股+1.52% | 加仓 |
| AAvantis·U SAVUV |
| 0.85% | 0.81% | $956.9万 | 7.7万股 | $831.2万 | 7.5万股 | +1,455股+1.93% | 加仓 |
| A美国世纪ETF信托DSPY |
| 0.82% | 0.84% | $930.3万 | 14.2万股 | $861.4万 | 14.4万股 | -1,796股-1.25% | 减仓 |
| IInnovator ETF信托IOCT |
| 0.74% | 0.8% | $839.2万 | 22.7万股 | $824.5万 | 23.5万股 | -8,387股-3.57% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.66% | 0.68% | $747.8万 | 4.7万股 | $699.0万 | 4.7万股 | +121股+0.26% | 加仓 |
| S嘉信策略信托SCHD |
| 0.61% | 0.65% | $693.9万 | 21.9万股 | $671.3万 | 21.9万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 0.58% | 0.55% | $652.0万 | 6.8万股 | $560.2万 | 7.0万股 | -1,945股-2.80% | 减仓 |
| IINNOVATOR ETFS TRUST EMERGING MKT PWREOCT |
| 0.5% | 0.52% | $560.1万 | 16.4万股 | $536.9万 | 16.8万股 | -4,074股-2.42% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC |
| 0.45% | 0.48% | $510.3万 | 11.1万股 | $490.8万 | 11.5万股 | -4,274股-3.70% | 减仓 |
 AVANTIS INTLNGG |
| 0.45% | 0.49% | $506.8万 | 5.7万股 | $498.1万 | 5.9万股 | -1,896股-3.23% | 减仓 |
| S嘉信·USSCHA |
| 0.44% | 0.39% | $498.4万 | 13.8万股 | $400.8万 | 13.8万股 | +129股+0.09% | 加仓 |
 苹果AAPL |
| 0.4% | 0.33% | $449.4万 | 1.6万股 | $340.0万 | 1.3万股 | +2,131股+15.91% | 加仓 |
| S嘉信策略信托SCHF |
| 0.39% | 0.38% | $437.3万 | 15.8万股 | $390.2万 | 15.8万股 | +235股+0.15% | 加仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.33% | $412.5万 | 5,508股 | $343.0万 | 5,251股 | +257股+4.89% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.35% | 0.33% | $392.6万 | 5.4万股 | $334.3万 | 5.4万股 | -124股-0.23% | 减仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.31% | $376.9万 | 5,487股 | $316.2万 | 5,291股 | +196股+3.70% | 加仓 |
| SSPDR道富系列信托SPYD |
| 0.33% | 0.34% | $369.1万 | 7.7万股 | $349.8万 | 7.7万股 | +518股+0.67% | 加仓 |
 英伟达NVDA |
| 0.33% | 0.31% | $368.4万 | 1.8万股 | $313.8万 | 1.8万股 | +421股+2.34% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.3% | 0.27% | $337.4万 | 2.8万股 | $277.3万 | 2.8万股 | +34股+0.12% | 加仓 |
| IInnovator ETF信托IJUL |
| 0.28% | 0.3% | $320.2万 | 8.9万股 | $302.8万 | 9.0万股 | -699股-0.78% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.27% | 0.28% | $308.6万 | 6.3万股 | $289.1万 | 6.3万股 | +321股+0.51% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT |
| 0.26% | 0.27% | $292.6万 | 6.3万股 | $274.7万 | 6.4万股 | -669股-1.05% | 减仓 |
 谷歌AGOOGL |
| 0.25% | 0.21% | $284.5万 | 7,961股 | $214.2万 | 7,447股 | +514股+6.90% | 加仓 |
