| V先锋领航指数基金VOO |
| 18.02% | 19.57% | $3,978.3万 | 5.8万股 | $3,599.9万 | 6.0万股 | -2,320股-3.85% | 减仓 |
| V先锋领航·TOTALBND |
| 13.43% | 15.04% | $2,963.9万 | 40.4万股 | $2,766.3万 | 37.6万股 | +2.8万股+7.48% | 加仓 |
| SSPDR行业精选信托XLK |
| 7.47% | 1.24% | $1,649.3万 | 8.7万股 | $228.5万 | 1.7万股 | +6.9万股+403.61% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 5.43% | 4.52% | $1,199.3万 | 10.4万股 | $830.9万 | 8.5万股 | +1.9万股+21.92% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 4.83% | 3.78% | $1,065.2万 | 12.0万股 | $695.3万 | 8.4万股 | +3.6万股+42.63% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 4.64% | 3.45% | $1,025.1万 | 6.5万股 | $634.5万 | 4.3万股 | +2.1万股+49.29% | 加仓 |
 iShares安硕·MBSACGL |
| 4.04% | — | $891.8万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 3.53% | 3.77% | $780.3万 | 13.1万股 | $694.3万 | 12.8万股 | +2,272股+1.77% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.35% | 1.81% | $738.7万 | 3.5万股 | $332.6万 | 1.7万股 | +1.7万股+100.31% | 加仓 |
| SSPDR行业精选信托XLY |
| 3.32% | 1.06% | $732.4万 | 6.2万股 | $194.6万 | 1.8万股 | +4.5万股+249.64% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 3.1% | 5.95% | $684.1万 | 7.2万股 | $1,094.5万 | 11.5万股 | -4.2万股-36.92% | 减仓 |
| IiShares安硕信托TIP |
| 2.94% | 5.21% | $649.8万 | 5.9万股 | $957.7万 | 8.7万股 | -2.7万股-31.57% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 2.57% | — | $566.5万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.5% | — | $552.1万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| SSPDR黄金信托GLD |
| 2.48% | 0.57% | $548.3万 | 1.5万股 | $104.5万 | 2,429股 | +1.2万股+512.72% | 加仓 |
| IiShares安硕信托LQD |
| 2.45% | — | $541.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| IiShares安硕EWC |
| 1.63% | 1.11% | $359.2万 | 6.2万股 | $204.2万 | 3.7万股 | +2.5万股+67.16% | 加仓 |
| SSPDR道富系列信托SHM |
| 1.51% | 1.82% | $333.7万 | 7.0万股 | $335.2万 | 7.0万股 | -500股-0.71% | 减仓 |
| IiShares安硕EWJ |
| 1.46% | — | $322.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 1.32% | 2.05% | $291.2万 | 5.5万股 | $377.0万 | 6.2万股 | -6,712股-10.91% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.23% | 3.45% | $272.1万 | 2.5万股 | $634.6万 | 5.7万股 | -3.2万股-55.64% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 1.2% | 3.45% | $264.3万 | 3.9万股 | $634.0万 | 9.7万股 | -5.7万股-59.28% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.97% | 0.96% | $214.1万 | 4.0万股 | $176.1万 | 3.6万股 | +4,269股+11.97% | 加仓 |
| IiShares安硕信托IEUR |
| 0.86% | 1% | $189.0万 | 2.5万股 | $184.0万 | 2.6万股 | -1,035股-3.95% | 减仓 |
| IiShares安硕信托EMB |
| 0.55% | 1.14% | $120.6万 | 1.3万股 | $209.7万 | 2.2万股 | -9,820股-43.98% | 减仓 |
| IiShares安硕IEMG |
| 0.51% | 0.55% | $111.9万 | 1.4万股 | $101.8万 | 1.5万股 | -1,086股-7.44% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.5% | 0.56% | $110.6万 | 1.1万股 | $102.8万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.47% | 1.66% | $104.6万 | 1,401股 | $305.1万 | 4,692股 | -3,291股-70.14% | 减仓 |
| IiShares安硕ESGE |
| 0.38% | 0.48% | $83.6万 | 1.5万股 | $87.8万 | 1.9万股 | -4,018股-20.82% | 减仓 |
 英伟达NVDA |
| 0.36% | 0.38% | $79.6万 | 3,980股 | $69.4万 | 3,980股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.35% | 0.35% | $76.6万 | 5,793股 | $65.0万 | 5,793股 | 00.00% | 持仓不变 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.34% | 0.41% | $75.3万 | 1.6万股 | $75.6万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.27% | 0.41% | $59.9万 | 1.2万股 | $74.9万 | 1.3万股 | -805股-6.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | — | $53.2万 | 1,507股 | $0 | 0股 | +1,507股 | 新买入 |
| IiShares安硕信托AGG |
| 0.23% | — | $50.8万 | 5,129股 | $0 | 0股 | +5,129股 | 新买入 |
| GGlobal X·URANIUM ETFURA |
| 0.22% | 0.9% | $49.4万 | 1.1万股 | $165.5万 | 3.4万股 | -2.3万股-66.93% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.21% | 0.29% | $47.4万 | 1.0万股 | $52.9万 | 1.1万股 | -1,305股-11.45% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.18% | 4.33% | $40.2万 | 4,838股 | $795.5万 | 9.7万股 | -9.2万股-95.01% | 减仓 |
 微软MSFT |
| 0.16% | 0.19% | $36.1万 | 967股 | $35.1万 | 949股 | +18股+1.90% | 加仓 |
| S道富XLI |
| 0.16% | 3.48% | $35.4万 | 1,911股 | $639.8万 | 4.0万股 | -3.8万股-95.17% | 减仓 |
| IiShares安硕信托ITOT |
| 0.13% | 0.46% | $29.3万 | 1,793股 | $85.2万 | 6,022股 | -4,229股-70.23% | 减仓 |
 好市多COST |
| 0.13% | 0.17% | $28.9万 | 309股 | $30.8万 | 309股 | 00.00% | 持仓不变 |
| GGlobal X基金PAVE |
| 0.11% | 0.24% | $25.2万 | 4,278股 | $43.3万 | 8,519股 | -4,241股-49.78% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.11% | 0.17% | $24.5万 | 4,158股 | $32.2万 | 5,403股 | -1,245股-23.04% | 减仓 |
| IiShares安硕信托SDG |
| 0.1% | 0.11% | $22.4万 | 2,500股 | $21.0万 | 2,500股 | 00.00% | 持仓不变 |
