| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 22.37% | 21.98% | $4.27亿 | 1,473.8万股 | $3.79亿 | 1,508.2万股 | -34.4万股-2.28% | 减仓 |
| G通用动力VTI |
| 13.64% | 13.79% | $2.60亿 | 70.3万股 | $2.38亿 | 74.1万股 | -3.7万股-5.04% | 减仓 |
| S嘉信策略信托SCHF |
| 10.46% | 9.92% | $2.00亿 | 720.8万股 | $1.71亿 | 690.5万股 | +30.3万股+4.39% | 加仓 |
| IiShares安硕信托AGG |
| 8.45% | 8.42% | $1.61亿 | 162.9万股 | $1.45亿 | 146.0万股 | +16.9万股+11.56% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.21% | 5.92% | $1.18亿 | 166.2万股 | $1.02亿 | 159.0万股 | +7.2万股+4.52% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.17% | 5.17% | $9,868.2万 | 119.4万股 | $8,911.9万 | 107.7万股 | +11.7万股+10.86% | 加仓 |
| S嘉信策略信托SCHE |
| 4.37% | 4.18% | $8,333.5万 | 229.8万股 | $7,197.6万 | 218.4万股 | +11.4万股+5.21% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 3.7% | 3.72% | $7,061.8万 | 190.8万股 | $6,403.7万 | 173.8万股 | +16.9万股+9.74% | 加仓 |
| IiShares安硕·COREIJR |
| 3.18% | 3.06% | $6,066.1万 | 40.9万股 | $5,277.3万 | 42.5万股 | -1.6万股-3.65% | 减仓 |
| V先锋领航指数基金VNQ |
| 3.1% | 3.01% | $5,917.9万 | 61.4万股 | $5,182.7万 | 58.4万股 | +2.9万股+5.03% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.19% | 2.06% | $4,173.5万 | 69.9万股 | $3,541.4万 | 65.5万股 | +4.4万股+6.71% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.55% | 1.71% | $2,962.9万 | 18.7万股 | $2,948.5万 | 19.9万股 | -1.2万股-5.83% | 减仓 |
| IiShares安硕信托SGOV |
| 1.06% | 1.83% | $2,021.2万 | 20.1万股 | $3,157.3万 | 31.4万股 | -11.3万股-35.99% | 减仓 |
| V先锋领航·TOTALBND |
| 0.96% | 0.94% | $1,823.7万 | 24.8万股 | $1,624.7万 | 22.1万股 | +2.8万股+12.60% | 加仓 |
| IiShares安硕信托IBDS |
| 0.91% | 1.07% | $1,730.0万 | 71.4万股 | $1,840.8万 | 75.9万股 | -4.5万股-5.94% | 减仓 |
| IiShares安硕信托IBDR |
| 0.9% | 1.07% | $1,725.1万 | 71.2万股 | $1,843.2万 | 76.0万股 | -4.8万股-6.37% | 减仓 |
| IiShares安硕信托IBDT |
| 0.9% | 1.06% | $1,724.3万 | 68.3万股 | $1,832.1万 | 72.3万股 | -4.0万股-5.59% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.58% | 0.57% | $1,113.9万 | 11.3万股 | $989.2万 | 10.5万股 | +8,465股+8.06% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.56% | 0.61% | $1,062.0万 | 45.9万股 | $1,053.7万 | 45.3万股 | +5,515股+1.22% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.55% | 0.61% | $1,055.1万 | 48.4万股 | $1,046.4万 | 47.8万股 | +5,966股+1.25% | 加仓 |
| IiShares安硕信托IWV |
| 0.54% | 0.53% | $1,031.2万 | 2.4万股 | $917.2万 | 2.5万股 | -559股-2.26% | 减仓 |
| IiShares安硕信托IGIB |
| 0.53% | 0.53% | $1,005.6万 | 18.9万股 | $910.9万 | 17.1万股 | +1.8万股+10.50% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.48% | 0.47% | $908.8万 | 7.3万股 | $801.1万 | 1.9万股 | +5.4万股+289.56% | 加仓 |
| IiShares安硕信托IWD |
| 0.44% | 0.43% | $838.6万 | 3.5万股 | $740.2万 | 3.5万股 | -48股-0.14% | 减仓 |
| IiShares安硕信托HYG |
| 0.39% | 0.41% | $747.7万 | 9.4万股 | $705.0万 | 8.9万股 | +4,890股+5.52% | 加仓 |
| IiShares安硕信托IBTH |
| 0.35% | 0.35% | $670.3万 | 30.0万股 | $607.1万 | 27.1万股 | +2.9万股+10.72% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.35% | 0.33% | $661.3万 | 28.9万股 | $572.1万 | 25.0万股 | +3.9万股+15.71% | 加仓 |
| IiShares安硕信托IBTI |
| 0.35% | 0.35% | $659.6万 | 29.8万股 | $598.0万 | 26.8万股 | +3.0万股+11.02% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.31% | 0.31% | $585.5万 | 27.0万股 | $538.8万 | 24.7万股 | +2.4万股+9.62% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 0.3% | 0.3% | $581.3万 | 29.7万股 | $519.5万 | 26.3万股 | +3.4万股+12.94% | 加仓 |
| S嘉信·USSCHP |
| 0.3% | 0.32% | $575.6万 | 21.7万股 | $544.3万 | 20.5万股 | +1.3万股+6.18% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.24% | 0.29% | $464.5万 | 6,221股 | $491.1万 | 7,552股 | -1,331股-17.62% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.23% | 0.24% | $430.5万 | 2.8万股 | $406.3万 | 2.8万股 | +31股+0.11% | 加仓 |
| IiShares安硕·COREIJH |
| 0.22% | 0.24% | $418.5万 | 5.4万股 | $408.4万 | 6.0万股 | -6,213股-10.27% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.21% | 0.25% | $404.8万 | 4.0万股 | $434.4万 | 4.6万股 | -6,351股-13.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.22% | $388.6万 | 7,765股 | $370.7万 | 7,735股 | +30股+0.39% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.2% | 0.19% | $383.8万 | 1.3万股 | $334.1万 | 1.3万股 | -698股-5.18% | 减仓 |
| V先锋领航指数基金VB |
| 0.18% | 0.18% | $347.1万 | 1.1万股 | $303.6万 | 1.2万股 | -139股-1.20% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.18% | 0.17% | $336.5万 | 2.4万股 | $296.8万 | 2.6万股 | -1,379股-5.34% | 减仓 |
| V先锋领航指数基金VOO |
| 0.15% | 0.15% | $285.0万 | 4,149股 | $255.9万 | 4,282股 | -133股-3.11% | 减仓 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.15% | 0.14% | $277.6万 | 2.5万股 | $238.9万 | 2.4万股 | +917股+3.88% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.14% | 0.16% | $273.2万 | 1.1万股 | $267.6万 | 1.2万股 | -1,076股-8.73% | 减仓 |
| PPRIORITY TECHNOLOGY HLDGS INC COMPRTH |
| 0.14% | 0.11% | $269.5万 | 40.4万股 | $190.7万 | 40.4万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.12% | 0.16% | $227.3万 | 6,171股 | $269.1万 | 6,253股 | -82股-1.31% | 减仓 |
| IiShares安硕信托IEFA |
| 0.12% | 0.11% | $224.0万 | 2.3万股 | $191.3万 | 2.1万股 | +2,057股+9.73% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.11% | 0.11% | $218.2万 | 1.9万股 | $184.3万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.11% | 0.11% | $209.4万 | 2,796股 | $185.5万 | 2,840股 | -44股-1.55% | 减仓 |
| V先锋领航指数基金VBK |
| 0.11% | 0.1% | $207.3万 | 5,669股 | $171.5万 | 5,674股 | -5股-0.09% | 减仓 |
 苹果AAPL |
| 0.1% | 0.1% | $191.4万 | 6,616股 | $166.8万 | 6,574股 | +42股+0.64% | 加仓 |
| V先锋领航指数基金VV |
| 0.1% | 0.09% | $187.4万 | 5,449股 | $162.8万 | 5,449股 | 00.00% | 持仓不变 |
