| V先锋领航指数基金VV |
| 10.07% | 9.5% | $1.30亿 | 37.7万股 | $1.09亿 | 36.5万股 | +1.3万股+3.45% | 加仓 |
| V先锋领航指数基金VB |
| 9.02% | 8.48% | $1.16亿 | 38.3万股 | $9,720.7万 | 37.1万股 | +1.2万股+3.28% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.78% | 4.65% | $6,154.1万 | 86.4万股 | $5,333.3万 | 83.2万股 | +3.1万股+3.78% | 加仓 |
| S嘉信策略信托SCHE |
| 4.28% | 4.23% | $5,506.7万 | 151.9万股 | $4,849.0万 | 147.2万股 | +4.7万股+3.20% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 3.96% | 3.76% | $5,094.3万 | 15.0万股 | $4,311.2万 | 14.6万股 | +4,316股+2.95% | 加仓 |
| V先锋领航·MIDVO |
| 3.88% | 3.73% | $4,992.4万 | 62.0万股 | $4,272.7万 | 14.9万股 | +47.1万股+316.48% | 加仓 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 3.44% | 3.59% | $4,430.6万 | 76.4万股 | $4,117.8万 | 74.0万股 | +2.4万股+3.25% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.41% | 3.47% | $4,389.8万 | 27.8万股 | $3,982.7万 | 26.9万股 | +8,859股+3.29% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 2.74% | 2.4% | $3,521.9万 | 19.7万股 | $2,749.9万 | 19.0万股 | +7,167股+3.77% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.62% | 2.46% | $3,368.3万 | 24.6万股 | $2,817.9万 | 23.8万股 | +8,542股+3.59% | 加仓 |
 VanEck ETF信托GDXJ |
| 2.36% | 3.12% | $3,038.8万 | 30.9万股 | $3,579.2万 | 29.8万股 | +1.1万股+3.73% | 加仓 |
| IiShares安硕信托AGG |
| 2.36% | 2.61% | $3,033.3万 | 30.6万股 | $2,990.2万 | 30.1万股 | +5,238股+1.74% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 2.29% | 2.57% | $2,943.5万 | 101.5万股 | $2,944.7万 | 100.9万股 | +5,515股+0.55% | 加仓 |
| IiShares安硕信托IBTI |
| 2.25% | 2.51% | $2,891.9万 | 130.6万股 | $2,878.7万 | 129.2万股 | +1.4万股+1.11% | 加仓 |
| G高盛ETF信托GTEK |
| 2.05% | 1.88% | $2,640.8万 | 42.0万股 | $2,153.6万 | 52.7万股 | -10.7万股-20.25% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.02% | 2.03% | $2,594.7万 | 51.3万股 | $2,324.3万 | 46.6万股 | +4.7万股+10.11% | 加仓 |
| G高盛ETF信托GMUB |
| 1.99% | 1.97% | $2,559.4万 | 49.8万股 | $2,254.1万 | 44.2万股 | +5.5万股+12.47% | 加仓 |
| V先锋领航指数基金VTV |
| 1.91% | 1.93% | $2,461.1万 | 11.3万股 | $2,217.2万 | 11.3万股 | -78股-0.07% | 减仓 |
| V先锋领航指数基金VUG |
| 1.57% | 1.49% | $2,021.2万 | 23.5万股 | $1,708.8万 | 3.9万股 | +19.6万股+499.79% | 加仓 |
| IiShares安硕信托TIP |
| 1.56% | 1.73% | $2,004.8万 | 18.3万股 | $1,986.0万 | 18.0万股 | +3,251股+1.81% | 加仓 |
| GGlobal X·URANIUM ETFURA |
| 1.53% | 1.85% | $1,975.3万 | 45.2万股 | $2,121.5万 | 43.8万股 | +1.4万股+3.19% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.48% | 1.54% | $1,910.9万 | 18.4万股 | $1,763.4万 | 18.2万股 | +2,404股+1.32% | 加仓 |
| IiShares安硕信托IBMP |
| 1.38% | 1.41% | $1,774.2万 | 69.8万股 | $1,619.5万 | 63.7万股 | +6.1万股+9.64% | 加仓 |
| IiShares安硕信托IBMQ |
| 1.23% | 1.23% | $1,580.2万 | 61.8万股 | $1,406.4万 | 55.1万股 | +6.7万股+12.14% | 加仓 |
| IiShares安硕信托LQD |
| 0.78% | 0.85% | $998.1万 | 9.2万股 | $978.7万 | 9.0万股 | +1,713股+1.91% | 加仓 |
| IiShares安硕信托TLT |
| 0.77% | 0.86% | $994.8万 | 11.5万股 | $980.9万 | 11.3万股 | +1,966股+1.74% | 加仓 |
| SSPDR SSGAMYCH |
| 0.77% | 0.85% | $994.4万 | 39.9万股 | $979.9万 | 39.3万股 | +6,623股+1.69% | 加仓 |
| SSSGA ACTIVE TRMYCI |
| 0.77% | 0.85% | $991.4万 | 40.0万股 | $978.9万 | 39.3万股 | +6,717股+1.71% | 加仓 |
| SSSGA ACTIVE TRMYCJ |
| 0.77% | 0.85% | $990.1万 | 40.1万股 | $977.6万 | 39.4万股 | +6,801股+1.73% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.75% | 0.84% | $966.1万 | 44.6万股 | $958.9万 | 43.9万股 | +7,256股+1.65% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 0.75% | 0.84% | $964.8万 | 49.4万股 | $957.9万 | 48.6万股 | +8,024股+1.65% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.71% | 0.7% | $909.4万 | 35.7万股 | $797.1万 | 32.1万股 | +3.6万股+11.23% | 加仓 |
| SSSGA ACTIVE TRMYMJ |
| 0.65% | 0.64% | $834.7万 | 33.6万股 | $729.7万 | 29.5万股 | +4.1万股+13.79% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.64% | 0.63% | $822.1万 | 8.1万股 | $725.5万 | 7.3万股 | +8,832股+12.17% | 加仓 |
| SSPDR SSGA MY2029 MUNICIPAL BOND ETFMYMI |
| 0.62% | 0.61% | $798.4万 | 32.3万股 | $704.2万 | 28.6万股 | +3.7万股+12.88% | 加仓 |
 VanEck ETF信托XMPT |
| 0.59% | 0.56% | $761.6万 | 34.1万股 | $642.9万 | 29.9万股 | +4.2万股+14.01% | 加仓 |
| SSTATE STREET MY2031 MUNICIPAL BOND ETFMYMK |
| 0.59% | 0.58% | $757.5万 | 30.2万股 | $660.6万 | 26.5万股 | +3.6万股+13.75% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.54% | 0.56% | $697.6万 | 7.1万股 | $643.6万 | 6.8万股 | +2,743股+4.02% | 加仓 |
 苹果AAPL |
| 0.52% | 0.47% | $666.1万 | 2.3万股 | $538.8万 | 2.1万股 | +1,789股+8.43% | 加仓 |
| IiShares安硕信托IDV |
| 0.49% | 0.54% | $626.6万 | 15.1万股 | $623.8万 | 14.7万股 | +4,675股+3.19% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.45% | 0.42% | $582.5万 | 9.8万股 | $484.7万 | 9.0万股 | +7,908股+8.82% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.43% | 0.44% | $556.2万 | 11.0万股 | $503.3万 | 11.0万股 | +116股+0.11% | 加仓 |
| IiShares安硕·COREIJR |
| 0.41% | 0.36% | $532.7万 | 3.6万股 | $412.1万 | 3.3万股 | +2,769股+8.35% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.39% | 0.35% | $500.2万 | 2.1万股 | $405.6万 | 1.9万股 | +1,917股+10.27% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.31% | 0.25% | $403.2万 | 2.1万股 | $283.0万 | 2.1万股 | -131股-0.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.34% | $397.3万 | 7,939股 | $385.5万 | 8,045股 | -106股-1.32% | 减仓 |
 谷歌AGOOGL |
| 0.3% | 0.27% | $387.5万 | 1.1万股 | $314.1万 | 1.1万股 | -81股-0.74% | 减仓 |
| SSPDR道富系列信托SPYD |
| 0.29% | 0.3% | $375.8万 | 7.9万股 | $342.5万 | 7.5万股 | +3,529股+4.69% | 加仓 |
 微软MSFT |
| 0.29% | 0.31% | $374.0万 | 1.0万股 | $356.6万 | 9,634股 | +392股+4.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.25% | $356.9万 | 1.0万股 | $289.1万 | 1.0万股 | +23股+0.23% | 加仓 |
