| S道富SPAB |
| 14.34% | 14.9% | $1.13亿 | 442.8万股 | $1.07亿 | 417.9万股 | +24.9万股+5.97% | 加仓 |
| IiShares安硕信托IQLT |
| 6.67% | 6.62% | $5,259.5万 | 106.1万股 | $4,752.1万 | 102.8万股 | +3.4万股+3.26% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 5.88% | 5.14% | $4,635.4万 | 15.3万股 | $3,692.1万 | 15.5万股 | -2,379股-1.53% | 减仓 |
| V先锋领航债券指数基金BSV |
| 5.6% | 5.93% | $4,413.6万 | 56.6万股 | $4,261.3万 | 54.3万股 | +2.3万股+4.24% | 加仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 4.73% | 5.39% | $3,724.4万 | 107.9万股 | $3,871.8万 | 107.1万股 | +8,197股+0.77% | 加仓 |
| V先锋领航指数基金VUG |
| 4.53% | 4.21% | $3,567.9万 | 41.4万股 | $3,022.5万 | 6.9万股 | +34.5万股+498.56% | 加仓 |
| IiShares安硕IEMG |
| 4.25% | 3.89% | $3,348.0万 | 40.4万股 | $2,795.9万 | 40.1万股 | +3,312股+0.83% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.19% | 4.38% | $3,299.0万 | 61.1万股 | $3,145.8万 | 59.6万股 | +1.5万股+2.46% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.59% | 3.44% | $2,827.2万 | 71.5万股 | $2,468.2万 | 69.1万股 | +2.4万股+3.45% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.06% | 2.97% | $2,411.3万 | 40.4万股 | $2,132.3万 | 39.5万股 | +9,468股+2.40% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.97% | 2.82% | $2,342.8万 | 10.7万股 | $2,027.4万 | 10.6万股 | +1,070股+1.01% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.93% | 2.89% | $2,310.5万 | 66.0万股 | $2,073.2万 | 61.6万股 | +4.4万股+7.12% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.33% | 2.32% | $1,834.3万 | 19.0万股 | $1,663.2万 | 18.8万股 | +2,714股+1.45% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.27% | 2.19% | $1,788.6万 | 46.1万股 | $1,569.5万 | 44.8万股 | +1.3万股+2.94% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.22% | 2.41% | $1,751.9万 | 31.0万股 | $1,732.6万 | 30.6万股 | +4,500股+1.47% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.13% | 1.85% | $1,680.5万 | 4.3万股 | $1,330.7万 | 4.2万股 | +251股+0.59% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.55% | 1.52% | $1,222.4万 | 9.8万股 | $1,089.4万 | 2.6万股 | +7.3万股+285.33% | 加仓 |
| DDimensional维度·USDFUV |
| 1.4% | 1.38% | $1,106.7万 | 20.1万股 | $994.7万 | 20.5万股 | -4,080股-1.99% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.33% | 1.15% | $1,044.4万 | 8.8万股 | $825.8万 | 8.4万股 | +3,423股+4.06% | 加仓 |
| V先锋领航·TOTALBND |
| 1.23% | 1.38% | $970.7万 | 13.2万股 | $989.8万 | 13.4万股 | -2,189股-1.63% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.95% | 0.93% | $746.7万 | 18.4万股 | $671.3万 | 18.3万股 | +123股+0.07% | 加仓 |
 苹果AAPL |
| 0.9% | 0.87% | $709.2万 | 2.5万股 | $623.5万 | 2.5万股 | -59股-0.24% | 减仓 |
| IiShares安硕信托IVW |
| 0.88% | 0.8% | $689.7万 | 5.0万股 | $575.0万 | 5.1万股 | -686股-1.35% | 减仓 |
| IiShares安硕信托GVI |
| 0.8% | 1.05% | $629.2万 | 5.9万股 | $755.5万 | 7.1万股 | -1.2万股-16.70% | 减仓 |
 英伟达NVDA |
| 0.76% | 0.48% | $596.0万 | 3.0万股 | $346.4万 | 2.0万股 | +9,924股+49.96% | 加仓 |
| WWisdomTree信托DLN |
| 0.75% | 0.76% | $594.6万 | 6.2万股 | $548.6万 | 6.1万股 | +321股+0.52% | 加仓 |
| IiShares安硕信托AGG |
| 0.69% | 0.78% | $540.2万 | 5.5万股 | $560.5万 | 5.6万股 | -1,880股-3.33% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.66% | 0.67% | $521.3万 | 10.1万股 | $479.9万 | 10.2万股 | -1,631股-1.59% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.62% | 0.66% | $489.8万 | 3.2万股 | $476.7万 | 3.3万股 | -953股-2.91% | 减仓 |
| V先锋领航指数基金VTV |
| 0.54% | 0.56% | $428.2万 | 2.0万股 | $402.6万 | 2.1万股 | -872股-4.25% | 减仓 |
| IiShares安硕信托IWD |
| 0.5% | 0.49% | $395.6万 | 1.6万股 | $351.6万 | 1.6万股 | -135股-0.82% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.5% | 0.47% | $392.1万 | 1.8万股 | $338.3万 | 1.8万股 | -117股-0.66% | 减仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.5% | 0.53% | $391.6万 | 8.9万股 | $382.9万 | 9.1万股 | -1,172股-1.29% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.48% | 0.43% | $379.2万 | 2.1万股 | $309.0万 | 2.1万股 | -124股-0.58% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.47% | 0.52% | $370.6万 | 4.0万股 | $372.3万 | 4.2万股 | -2,405股-5.71% | 减仓 |
| IiShares安硕信托EEM |
| 0.46% | 0.45% | $365.1万 | 5.3万股 | $320.1万 | 5.6万股 | -2,993股-5.31% | 减仓 |
| IiShares安硕信托IEFA |
| 0.45% | 0.46% | $354.8万 | 3.7万股 | $332.7万 | 3.7万股 | -15股-0.04% | 减仓 |
| IiShares安硕信托IUSV |
| 0.45% | 0.45% | $351.4万 | 3.2万股 | $326.2万 | 3.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.42% | 0.4% | $332.6万 | 1.4万股 | $290.3万 | 1.4万股 | +14股+0.10% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.39% | 0.39% | $307.7万 | 1.3万股 | $280.1万 | 1.3万股 | -19股-0.15% | 减仓 |
| WWISDOMTREE INTERNATIONALEQUITY FUNDDWM |
| 0.35% | 0.38% | $278.8万 | 3.8万股 | $273.6万 | 3.9万股 | -1,063股-2.72% | 减仓 |
| V先锋领航指数基金VBK |
| 0.34% | 0.31% | $267.4万 | 7,312股 | $221.7万 | 7,336股 | -24股-0.33% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.31% | 0.31% | $245.9万 | 2.9万股 | $224.9万 | 3.0万股 | -591股-1.97% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.3% | 0.36% | $238.2万 | 2.3万股 | $259.5万 | 2.7万股 | -3,786股-14.17% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 0.29% | 0.24% | $226.8万 | 1.3万股 | $169.6万 | 1.3万股 | -2股-0.01% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.28% | 0.28% | $223.9万 | 9,216股 | $203.0万 | 9,346股 | -130股-1.39% | 减仓 |
| IiShares安硕信托AOA |
| 0.27% | 0.25% | $208.9万 | 2.1万股 | $180.7万 | 2.0万股 | +974股+4.77% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.26% | 0.27% | $204.9万 | 9,022股 | $191.3万 | 9,058股 | -36股-0.40% | 减仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.27% | $197.0万 | 2,630股 | $196.6万 | 3,009股 | -379股-12.60% | 减仓 |
| S道富SLYG |
| 0.24% | 0.22% | $188.9万 | 1.6万股 | $154.8万 | 1.6万股 | -157股-0.98% | 减仓 |
