| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 6.6% | 7.25% | $876.0万 | 17.3万股 | $780.2万 | 15.3万股 | +2.0万股+13.24% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 5.25% | 6.16% | $697.8万 | 6.9万股 | $662.7万 | 6.6万股 | +3,170股+4.80% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5.15% | 5.14% | $683.7万 | 8.8万股 | $552.7万 | 7.0万股 | +1.8万股+25.09% | 加仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 4.38% | 3.78% | $581.1万 | 5.5万股 | $406.4万 | 3.8万股 | +1.7万股+44.68% | 加仓 |
| G通用动力VTI |
| 4.22% | 4% | $560.6万 | 1.5万股 | $430.3万 | 1.3万股 | +2,313股+18.02% | 加仓 |
| PPimco Active Bond ETFBOND |
| 4.21% | 3.73% | $559.6万 | 6.1万股 | $401.2万 | 4.3万股 | +1.8万股+40.80% | 加仓 |
| IiShares安硕信托ICSH |
| 3.96% | 4.59% | $526.6万 | 10.4万股 | $493.5万 | 9.8万股 | +6,540股+6.70% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 3.85% | 3.8% | $511.8万 | 5.4万股 | $409.1万 | 4.3万股 | +1.1万股+25.54% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 3.35% | 3.61% | $444.7万 | 9.2万股 | $388.2万 | 8.0万股 | +1.3万股+15.74% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 3.11% | 3.25% | $412.5万 | 8.9万股 | $349.3万 | 7.4万股 | +1.4万股+19.41% | 加仓 |
 史赛克SYK |
| 2.92% | 4.02% | $388.2万 | 1.2万股 | $432.2万 | 1.2万股 | +31股+0.25% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.77% | 2.34% | $368.2万 | 3.8万股 | $252.1万 | 3.3万股 | +5,420股+16.56% | 加仓 |
| IiShares安硕信托IEFA |
| 2.73% | 2.87% | $362.4万 | 3.8万股 | $308.9万 | 3.5万股 | +2,995股+8.67% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.72% | 2.52% | $361.4万 | 1.6万股 | $270.7万 | 1.4万股 | +2,842股+20.85% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.56% | 2.78% | $339.4万 | 2.7万股 | $299.3万 | 2.7万股 | -270股-1.01% | 减仓 |
| AAT&TT |
| 2.38% | — | $316.8万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
 苹果AAPL |
| 2.05% | 2.34% | $271.9万 | 9,395股 | $251.6万 | 9,256股 | +139股+1.50% | 加仓 |
 AVANTIS INTLNGG |
| 1.89% | 2.16% | $251.0万 | 2.8万股 | $232.2万 | 2.8万股 | -70股-0.25% | 减仓 |
| IiShares安硕信托LRGF |
| 1.81% | 1.38% | $239.8万 | 3.2万股 | $148.9万 | 2.1万股 | +1.0万股+47.88% | 加仓 |
| AAvantis·U SAVUV |
| 1.78% | 1.57% | $235.9万 | 1.9万股 | $169.1万 | 1.7万股 | +2,330股+14.05% | 加仓 |
| IiShares安硕信托IQLT |
| 1.77% | 1.79% | $234.8万 | 4.7万股 | $192.5万 | 4.2万股 | +5,035股+11.89% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.6% | 1.75% | $212.6万 | 1.1万股 | $188.5万 | 1.1万股 | +129股+1.21% | 加仓 |
 英伟达NVDA |
| 1.46% | 1.57% | $193.7万 | 9,680股 | $169.0万 | 9,064股 | +616股+6.80% | 加仓 |
| IiShares黄金信托IAU |
| 1.45% | 2.15% | $192.5万 | 2.5万股 | $231.0万 | 2.8万股 | -2,970股-10.44% | 减仓 |
| IiShares安硕信托IVLU |
| 1.43% | 1.42% | $189.7万 | 4.5万股 | $153.1万 | 4.0万股 | +5,110股+12.70% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.36% | 1.44% | $180.6万 | 1.8万股 | $154.9万 | 1.6万股 | +1,040股+6.31% | 加仓 |
 好市多COST |
| 1.17% | 1.31% | $155.8万 | 1,665股 | $141.4万 | 1,640股 | +25股+1.52% | 加仓 |
 微软MSFT |
| 1.16% | 1.72% | $153.7万 | 4,120股 | $185.0万 | 3,826股 | +294股+7.68% | 加仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 1.15% | 0.93% | $152.5万 | 3.7万股 | $99.6万 | 2.6万股 | +1.1万股+41.14% | 加仓 |
| AAMERICAN CENTY ETF TRAVGV |
| 1.04% | — | $137.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.99% | 1.05% | $131.4万 | 5,409股 | $113.0万 | 5,335股 | +74股+1.39% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.99% | 1.05% | $131.2万 | 7,252股 | $113.5万 | 7,077股 | +175股+2.47% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.94% | 0.71% | $124.5万 | 1.4万股 | $76.1万 | 1.0万股 | +3,600股+35.82% | 加仓 |
| V先锋领航指数基金VOO |
| 0.92% | 0.87% | $122.6万 | 1,665股 | $94.0万 | 1,530股 | +135股+8.82% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.81% | 0.91% | $107.9万 | 2.1万股 | $97.6万 | 2.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.62% | 0.6% | $82.6万 | 2,312股 | $64.1万 | 2,049股 | +263股+12.84% | 加仓 |
| IiShares安硕信托EFV |
| 0.61% | — | $81.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 迪尔DE |
| 0.6% | 0.54% | $79.3万 | 1,250股 | $58.2万 | 1,250股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.6% | 0.66% | $79.1万 | 5,040股 | $71.1万 | 5,040股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.59% | 0.22% | $78.9万 | 1,358股 | $23.6万 | 1,103股 | +255股+23.12% | 加仓 |
 艾默生电气EMR |
| 0.59% | 0.68% | $78.7万 | 5,500股 | $73.0万 | 5,500股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.52% | 0.49% | $68.4万 | 2,871股 | $53.1万 | 2,299股 | +572股+24.88% | 加仓 |
| V先锋领航全球基金VGT |
| 0.5% | 0.42% | $66.9万 | 5,600股 | $45.2万 | 600股 | +5,000股+833.33% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.5% | — | $66.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ALTRIAMO |
| 0.45% | 0.44% | $59.2万 | 8,233股 | $47.5万 | 8,233股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.43% | 0.5% | $57.6万 | 3,730股 | $53.5万 | 3,730股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.43% | 0.55% | $57.2万 | 3,901股 | $59.4万 | 4,147股 | -246股-5.93% | 减仓 |
 卡特彼勒CAT |
| 0.42% | 0.27% | $55.9万 | 525股 | $28.6万 | 500股 | +25股+5.00% | 加仓 |
 思科CSCO |
| 0.42% | 0.29% | $55.4万 | 4,716股 | $31.6万 | 4,100股 | +616股+15.02% | 加仓 |
 台积电TSM |
| 0.38% | 0.28% | $50.9万 | 1,065股 | $30.4万 | 1,000股 | +65股+6.50% | 加仓 |
