| IiShares安硕信托IVV |
| 10.77% | 10.64% | $184.30亿 | 2,461.2万股 | $156.89亿 | 2,401.8万股 | +59.4万股+2.47% | 加仓 |
| V先锋领航·TOTALBND |
| 5.61% | 6.06% | $95.93亿 | 1.31亿股 | $89.39亿 | 1.21亿股 | +928.8万股+7.65% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.87% | 5.23% | $83.35亿 | 1.17亿股 | $77.16亿 | 1.20亿股 | -343.6万股-2.85% | 减仓 |
| SSPDR道富指数基金SPDW |
| 4.25% | 4.14% | $72.78亿 | 1.44亿股 | $61.09亿 | 1.34亿股 | +1,061.9万股+7.94% | 加仓 |
| S道富SPMD |
| 4% | 3.88% | $68.40亿 | 1.01亿股 | $57.23亿 | 9,664.1万股 | +460.7万股+4.77% | 加仓 |
| IiShares安硕IEMG |
| 3.82% | 3.67% | $65.40亿 | 7,894.4万股 | $54.16亿 | 7,765.5万股 | +128.9万股+1.66% | 加仓 |
| V先锋领航指数基金VV |
| 2.42% | 2.49% | $41.41亿 | 1,204.0万股 | $36.65亿 | 1,226.3万股 | -22.3万股-1.82% | 减仓 |
 苹果AAPL |
| 2.1% | 2.09% | $35.90亿 | 1,248.5万股 | $30.78亿 | 1,217.1万股 | +31.4万股+2.58% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2% | 1.99% | $34.15亿 | 4,383.9万股 | $29.31亿 | 3,738.5万股 | +645.4万股+17.26% | 加仓 |
| S道富SPYM |
| 1.82% | 1.75% | $31.08亿 | 3,536.6万股 | $25.76亿 | 3,365.9万股 | +170.7万股+5.07% | 加仓 |
 英伟达NVDA |
| 1.72% | 1.6% | $29.41亿 | 1,478.8万股 | $23.61亿 | 1,362.7万股 | +116.0万股+8.51% | 加仓 |
| AAvantis·U SAVUV |
| 1.58% | 1.51% | $26.95亿 | 2,160.3万股 | $22.31亿 | 2,019.5万股 | +140.8万股+6.97% | 加仓 |
| V先锋领航·MIDVO |
| 1.54% | 1.62% | $26.36亿 | 3,271.3万股 | $23.87亿 | 831.1万股 | +2,440.2万股+293.62% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.54% | 1.61% | $26.29亿 | 2,551.5万股 | $23.75亿 | 2,378.0万股 | +173.5万股+7.30% | 加仓 |
| S嘉信·USSCHX |
| 1.4% | 1.43% | $23.99亿 | 8,151.4万股 | $21.09亿 | 8,227.0万股 | -75.6万股-0.92% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.35% | 1.52% | $23.02亿 | 2,784.8万股 | $22.36亿 | 2,702.3万股 | +82.5万股+3.05% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.34% | 1.27% | $22.91亿 | 2,782.3万股 | $18.66亿 | 2,623.1万股 | +159.2万股+6.07% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.33% | 1.33% | $22.80亿 | 5,179.2万股 | $19.58亿 | 4,796.2万股 | +383.0万股+7.99% | 加仓 |
| G通用动力VTI |
| 1.31% | 1.33% | $22.48亿 | 607.6万股 | $19.64亿 | 612.1万股 | -4.5万股-0.74% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.29% | 1.3% | $22.12亿 | 296.8万股 | $19.22亿 | 295.6万股 | +1.2万股+0.40% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.99% | 1.08% | $16.90亿 | 5,631.4万股 | $15.96亿 | 5,306.9万股 | +324.5万股+6.11% | 加仓 |
| IiShares安硕信托IDEV |
| 0.98% | 1.08% | $16.69亿 | 1,875.4万股 | $15.96亿 | 1,909.3万股 | -33.9万股-1.77% | 减仓 |
| IiShares安硕信托GVI |
| 0.93% | 1.03% | $15.93亿 | 1,480.2万股 | $15.25亿 | 1,436.7万股 | +43.4万股+3.02% | 加仓 |
 微软MSFT |
| 0.91% | 0.97% | $15.50亿 | 416.5万股 | $14.33亿 | 387.1万股 | +29.5万股+7.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 0.92% | $14.25亿 | 286.0万股 | $13.60亿 | 285.0万股 | +9,842股+0.35% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.81% | 0.93% | $13.82亿 | 2,732.0万股 | $13.74亿 | 2,753.2万股 | -21.2万股-0.77% | 减仓 |
| IiShares安硕信托AGG |
| 0.79% | 0.94% | $13.50亿 | 1,363.4万股 | $13.92亿 | 1,402.6万股 | -39.2万股-2.80% | 减仓 |
| S嘉信策略信托SCHF |
| 0.75% | 0.79% | $12.75亿 | 4,602.6万股 | $11.67亿 | 4,713.5万股 | -110.9万股-2.35% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.72% | 0.78% | $12.39亿 | 2,100.4万股 | $11.43亿 | 1,920.0万股 | +180.4万股+9.39% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.69% | 0.76% | $11.76亿 | 1,219.7万股 | $11.14亿 | 1,256.1万股 | -36.4万股-2.90% | 减仓 |
 谷歌AGOOGL |
| 0.67% | 0.58% | $11.44亿 | 320.8万股 | $8.49亿 | 295.1万股 | +25.7万股+8.72% | 加仓 |
| V先锋领航指数基金VOO |
| 0.66% | 0.66% | $11.37亿 | 165.6万股 | $9.67亿 | 161.8万股 | +3.8万股+2.33% | 加仓 |
 亚马逊AMZN |
| 0.65% | 0.61% | $11.19亿 | 469.7万股 | $8.99亿 | 431.4万股 | +38.3万股+8.87% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.65% | 0.69% | $11.08亿 | 2,139.7万股 | $10.21亿 | 2,177.1万股 | -37.4万股-1.72% | 减仓 |
| S嘉信策略信托SCHM |
| 0.63% | 0.62% | $10.70亿 | 2,901.6万股 | $9.11亿 | 2,943.2万股 | -41.6万股-1.41% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.62% | 0.67% | $10.65亿 | 1,784.0万股 | $9.85亿 | 1,822.1万股 | -38.1万股-2.09% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.54% | 0.57% | $9.30亿 | 1,330.5万股 | $8.44亿 | 1,352.1万股 | -21.6万股-1.60% | 减仓 |
| S嘉信策略信托SCHE |
| 0.45% | 0.49% | $7.65亿 | 2,108.7万股 | $7.17亿 | 2,175.8万股 | -67.1万股-3.09% | 减仓 |
 博通AVGO |
| 0.42% | 0.38% | $7.24亿 | 192.1万股 | $5.58亿 | 180.2万股 | +12.0万股+6.64% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.36% | $6.83亿 | 193.6万股 | $5.23亿 | 182.5万股 | +11.1万股+6.07% | 加仓 |
| V先锋领航指数基金VB |
| 0.36% | 0.36% | $6.13亿 | 202.2万股 | $5.33亿 | 203.6万股 | -1.4万股-0.67% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.35% | 0.39% | $6.06亿 | 383.5万股 | $5.69亿 | 383.9万股 | -4,263股-0.11% | 减仓 |
 Meta平台META |
| 0.34% | 0.37% | $5.76亿 | 102.5万股 | $5.42亿 | 94.8万股 | +7.7万股+8.11% | 加仓 |
| I景顺QQQ信托VOO |
| 0.32% | 0.28% | $5.40亿 | 74.0万股 | $4.15亿 | 71.8万股 | +2.2万股+3.09% | 加仓 |
 礼来LLY |
| 0.31% | 0.26% | $5.35亿 | 44.6万股 | $3.87亿 | 42.1万股 | +2.5万股+5.98% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.31% | $5.21亿 | 159.2万股 | $4.54亿 | 154.3万股 | +4.9万股+3.16% | 加仓 |
 美光科技MU |
| 0.3% | 0.09% | $5.19亿 | 45.0万股 | $1.36亿 | 40.3万股 | +4.6万股+11.51% | 加仓 |
 应用材料AMAT |
| 0.28% | 0.15% | $4.83亿 | 66.8万股 | $2.17亿 | 63.5万股 | +3.3万股+5.22% | 加仓 |
 特斯拉TSLA |
| 0.28% | 0.27% | $4.75亿 | 113.3万股 | $3.92亿 | 105.5万股 | +7.9万股+7.46% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.27% | 0.3% | $4.65亿 | 1,965.7万股 | $4.37亿 | 2,035.8万股 | -70.1万股-3.44% | 减仓 |
