| SSPDR标普500 ETFSPY |
| 9.59% | 9.36% | $3,950.6万 | 8.3万股 | $3,498.2万 | 8.2万股 | +1,284股+1.57% | 加仓 |
| S道富SPAB |
| 7.06% | — | $2,908.4万 | 113.4万股 | $0 | 0股 | +113.4万股 | 新买入 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.86% | 7.97% | $2,826.0万 | 48.4万股 | $2,978.5万 | 51.7万股 | -3.3万股-6.31% | 减仓 |
| IiShares安硕信托TLH |
| 5.57% | — | $2,293.5万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
| I景顺QQQ信托VOO |
| 5.11% | 4.84% | $2,102.5万 | 5.1万股 | $1,809.0万 | 5.0万股 | +848股+1.68% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 4.66% | 8.06% | $1,918.8万 | 39.6万股 | $3,013.0万 | 62.9万股 | -23.3万股-37.05% | 减仓 |
| S嘉信策略信托SCHF |
| 4.42% | 4.34% | $1,819.5万 | 49.2万股 | $1,621.1万 | 47.7万股 | +1.5万股+3.12% | 加仓 |
| WWisdomTree信托DLN |
| 4.11% | 4.1% | $1,691.4万 | 25.5万股 | $1,534.2万 | 25.0万股 | +5,290股+2.12% | 加仓 |
| V先锋领航指数基金VUG |
| 3.5% | 3.32% | $1,442.8万 | 4.6万股 | $1,242.1万 | 4.6万股 | +797股+1.75% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.24% | 3.09% | $1,332.6万 | 19.0万股 | $1,155.6万 | 17.9万股 | +1.1万股+6.04% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.63% | 2.51% | $1,084.7万 | 5.4万股 | $938.8万 | 5.3万股 | +928股+1.75% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.4% | 2.29% | $988.8万 | 34.5万股 | $858.0万 | 32.9万股 | +1.7万股+5.07% | 加仓 |
 苹果AAPL |
| 2.23% | 1.83% | $920.0万 | 4.8万股 | $685.9万 | 4.0万股 | +7,722股+19.28% | 加仓 |
| AAvantis·U SAVUV |
| 1.98% | 1.87% | $814.8万 | 9.1万股 | $697.9万 | 9.0万股 | +1,204股+1.34% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.97% | 1.83% | $810.8万 | 13.6万股 | $684.1万 | 13.0万股 | +5,671股+4.35% | 加仓 |
| IiShares安硕信托PFF |
| 1.96% | 1.97% | $807.2万 | 25.9万股 | $736.2万 | 24.4万股 | +1.5万股+5.99% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 1.93% | 2.24% | $794.5万 | 59.7万股 | $835.9万 | 55.9万股 | +3.8万股+6.84% | 加仓 |
 宝洁PG |
| 1.76% | 2% | $725.0万 | 4.9万股 | $748.7万 | 5.1万股 | -1,859股-3.62% | 减仓 |
| I景顺交易所交易基金IIPGX |
| 1.61% | 1.65% | $662.0万 | 57.7万股 | $617.9万 | 56.4万股 | +1.3万股+2.29% | 加仓 |
| IiShares安硕信托IWD |
| 1.57% | 1.54% | $647.1万 | 3.9万股 | $574.9万 | 3.8万股 | +1,290股+3.41% | 加仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 1.5% | 1.61% | $617.1万 | 15.1万股 | $603.1万 | 14.9万股 | +1,583股+1.06% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.43% | 1.42% | $590.6万 | 10.5万股 | $529.2万 | 10.2万股 | +3,184股+3.12% | 加仓 |
| IiShares安硕信托AGG |
| 1.22% | 10.18% | $504.4万 | 5.1万股 | $3,806.4万 | 40.5万股 | -35.4万股-87.44% | 减仓 |
| V先锋领航指数基金VTV |
| 1.22% | 1.19% | $502.2万 | 3.4万股 | $443.8万 | 3.2万股 | +1,417股+4.40% | 加仓 |
 埃克森美孚XOM |
| 1.07% | 1.38% | $438.8万 | 4.4万股 | $515.8万 | 4.4万股 | +22股+0.05% | 加仓 |
 微软MSFT |
| 0.82% | 0.79% | $338.5万 | 9,002股 | $293.6万 | 9,297股 | -295股-3.17% | 减仓 |
 亚马逊AMZN |
| 0.74% | 0.69% | $306.1万 | 2.0万股 | $256.9万 | 2.0万股 | -66股-0.33% | 减仓 |
| IiShares安硕信托IVV |
| 0.73% | 0.72% | $299.6万 | 6,273股 | $270.4万 | 6,296股 | -23股-0.37% | 减仓 |
| IiShares安硕·COREIJR |
| 0.73% | 0.74% | $298.7万 | 2.8万股 | $275.1万 | 2.9万股 | -1,574股-5.40% | 减仓 |
 美国运通AXP |
| 0.6% | 0.53% | $247.1万 | 1.3万股 | $196.8万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.53% | 0.53% | $219.6万 | 7,244股 | $196.5万 | 7,386股 | -142股-1.92% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 0.48% | 0.72% | $199.6万 | 4.1万股 | $269.4万 | 5.5万股 | -1.5万股-26.36% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.47% | 0.51% | $192.0万 | 2.0万股 | $189.0万 | 2.0万股 | +3股+0.01% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.44% | 0.46% | $180.0万 | 2.5万股 | $172.5万 | 2.5万股 | +2股+0.01% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.43% | 0.55% | $178.5万 | 2.2万股 | $206.2万 | 2.5万股 | -3,706股-14.55% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.39% | $177.8万 | 1.0万股 | $144.3万 | 9,948股 | +506股+5.09% | 加仓 |
 黑石集团BX |
| 0.42% | 0.38% | $172.1万 | 1.3万股 | $141.5万 | 1.3万股 | -66股-0.50% | 减仓 |
 雪佛龙CVX |
| 0.39% | 0.49% | $161.7万 | 1.1万股 | $181.8万 | 1.1万股 | +59股+0.55% | 加仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.38% | 0.39% | $156.6万 | 1.6万股 | $146.7万 | 1.6万股 | -165股-1.00% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.37% | 0.44% | $153.2万 | 1.8万股 | $165.1万 | 1.8万股 | +7股+0.04% | 加仓 |
 强生JNJ |
| 0.36% | 0.4% | $149.6万 | 9,545股 | $150.5万 | 9,662股 | -117股-1.21% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.32% | 0.3% | $133.8万 | 5,659股 | $111.4万 | 5,659股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.32% | 0.37% | $133.4万 | 3.3万股 | $139.1万 | 3.3万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.31% | 0.3% | $129.4万 | 7,914股 | $112.2万 | 8,001股 | -87股-1.09% | 减仓 |
| IiShares安硕信托CMF |
| 0.3% | 0.31% | $122.1万 | 2.1万股 | $115.6万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.3% | 0.27% | $121.6万 | 3.0万股 | $100.1万 | 2.6万股 | +4,051股+15.87% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.28% | 0.26% | $115.7万 | 2.4万股 | $96.0万 | 2.4万股 | +3股+0.01% | 加仓 |
| V先锋领航指数基金VB |
| 0.28% | 0.27% | $114.2万 | 5,351股 | $101.2万 | 5,351股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.27% | 0.22% | $113.2万 | 2.3万股 | $82.7万 | 2.3万股 | -738股-3.17% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.26% | 0.27% | $108.8万 | 1.9万股 | $102.3万 | 1.9万股 | -348股-1.82% | 减仓 |
