| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.32% | 4.64% | $1,339.4万 | 5.7万股 | $2,100.4万 | 9.8万股 | -4.1万股-42.04% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4.99% | 4.77% | $1,056.4万 | 21.0万股 | $2,158.1万 | 43.2万股 | -22.2万股-51.33% | 减仓 |
| IiShares安硕信托VLUE |
| 4.36% | 3.61% | $923.5万 | 4.6万股 | $1,633.0万 | 11.5万股 | -6.9万股-59.76% | 减仓 |
| V先锋领航指数基金VUG |
| 4.32% | 3.44% | $914.4万 | 10.6万股 | $1,554.5万 | 3.6万股 | +7.1万股+198.27% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.03% | 4.47% | $852.8万 | 14.5万股 | $2,021.3万 | 33.9万股 | -19.5万股-57.40% | 减仓 |
| V先锋领航白厅基金VNQ |
| 3.5% | 1.51% | $742.0万 | 7.9万股 | $682.7万 | 7.7万股 | +2,281股+2.96% | 加仓 |
| DDimensional维度·USDFUV |
| 3.45% | 2.93% | $730.1万 | 13.3万股 | $1,325.9万 | 27.4万股 | -14.1万股-51.49% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.2% | 3.02% | $677.6万 | 8.8万股 | $1,365.5万 | 17.6万股 | -8.9万股-50.28% | 减仓 |
| V先锋领航·TOTALBNDX |
| 2.58% | 2.71% | $546.6万 | 11.3万股 | $1,227.9万 | 25.6万股 | -14.3万股-55.83% | 减仓 |
| V先锋领航指数基金VOT |
| 2.56% | 2.2% | $542.7万 | 1.8万股 | $995.0万 | 3.9万股 | -2.1万股-54.18% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.94% | 1.48% | $411.6万 | 11.8万股 | $670.3万 | 19.9万股 | -8.2万股-40.98% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.82% | 1.14% | $385.1万 | 7.1万股 | $517.5万 | 9.8万股 | -2.7万股-27.29% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 1.58% | 0.98% | $333.8万 | 3.8万股 | $442.4万 | 5.4万股 | -1.6万股-29.77% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 1.43% | 1.2% | $301.8万 | 3.4万股 | $541.0万 | 7.2万股 | -3.8万股-52.75% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.39% | 1.28% | $294.7万 | 15.9万股 | $580.5万 | 31.1万股 | -15.2万股-49.00% | 减仓 |
| I景顺自营指数基金BSCY |
| 1.38% | 1.23% | $293.2万 | 14.2万股 | $557.3万 | 26.9万股 | -12.7万股-47.30% | 减仓 |
| I景顺自营指数基金BSCU |
| 1.38% | 1.31% | $291.8万 | 17.5万股 | $592.2万 | 35.4万股 | -17.9万股-50.50% | 减仓 |
| I景顺自营指数基金BSCW |
| 1.36% | 1.32% | $287.2万 | 14.0万股 | $598.5万 | 29.1万股 | -15.1万股-51.83% | 减仓 |
| I景顺自营指数基金BSCV |
| 1.35% | 1.32% | $286.9万 | 17.5万股 | $595.4万 | 36.2万股 | -18.7万股-51.59% | 减仓 |
| I景顺交易所交易基金IICGW |
| 1.33% | 1.43% | $282.6万 | 4.3万股 | $646.4万 | 10.1万股 | -5.8万股-57.47% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 1.3% | 0.89% | $275.2万 | 5.9万股 | $401.1万 | 9.8万股 | -3.9万股-39.53% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 1.26% | 0.87% | $267.3万 | 5.9万股 | $393.9万 | 9.3万股 | -3.4万股-36.20% | 减仓 |
| I景顺自营指数基金BSCX |
| 1.24% | 1.24% | $262.4万 | 12.5万股 | $562.3万 | 26.6万股 | -14.1万股-53.13% | 减仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 1.23% | 1.05% | $259.5万 | 10.1万股 | $476.9万 | 18.6万股 | -8.5万股-45.52% | 减仓 |
| IiShares安硕信托LRGF |
| 1.22% | 0.97% | $258.2万 | 3.4万股 | $438.8万 | 6.6万股 | -3.2万股-48.66% | 减仓 |
| S嘉信策略信托SCHR |
| 1.18% | 0.72% | $249.2万 | 10.1万股 | $326.6万 | 13.1万股 | -3.0万股-22.93% | 减仓 |
| IiShares安硕信托IQLT |
| 0.85% | 2.08% | $180.8万 | 3.6万股 | $941.0万 | 20.4万股 | -16.7万股-82.07% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.85% | 0.53% | $179.9万 | 3.6万股 | $240.7万 | 4.8万股 | -1.3万股-26.09% | 减仓 |
 苹果AAPL |
| 0.81% | 1.41% | $171.5万 | 5,926股 | $636.5万 | 2.5万股 | -1.9万股-76.37% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 0.81% | 0.16% | $170.8万 | 9,842股 | $74.0万 | 4,666股 | +5,176股+110.93% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.8% | 0.7% | $169.5万 | 1.5万股 | $315.1万 | 3.2万股 | -1.8万股-54.58% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.79% | 0.69% | $168.0万 | 2.0万股 | $310.7万 | 3.8万股 | -1.8万股-46.64% | 减仓 |
| IiShares安硕信托IBID |
| 0.75% | 0.63% | $158.2万 | 6.0万股 | $283.8万 | 10.9万股 | -4.8万股-44.53% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.75% | 0.66% | $158.1万 | 8.1万股 | $299.8万 | 15.3万股 | -7.2万股-47.25% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.73% | 0.33% | $154.5万 | 2.9万股 | $148.8万 | 3.1万股 | -2,705股-8.64% | 减仓 |
| IiShares安硕信托IBIE |
| 0.73% | 0.63% | $154.1万 | 5.9万股 | $285.8万 | 10.9万股 | -5.0万股-46.21% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.72% | 0.63% | $153.2万 | 7.8万股 | $287.2万 | 14.7万股 | -6.9万股-46.62% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.71% | 0.66% | $149.4万 | 7.3万股 | $296.6万 | 14.5万股 | -7.2万股-49.49% | 减仓 |
 英伟达NVDA |
| 0.69% | 0.8% | $146.6万 | 7,325股 | $361.7万 | 2.1万股 | -1.3万股-64.69% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.68% | 0.17% | $144.6万 | 7,540股 | $75.0万 | 4,582股 | +2,958股+64.56% | 加仓 |
| IISHARES IBONDS OCT 2026 TIBIC |
| 0.68% | 0.59% | $144.5万 | 5.5万股 | $266.4万 | 10.3万股 | -4.7万股-46.09% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.67% | 0.77% | $141.3万 | 2.2万股 | $348.8万 | 5.8万股 | -3.6万股-62.38% | 减仓 |
 微软MSFT |
| 0.66% | 1.33% | $139.9万 | 3,749股 | $602.0万 | 1.6万股 | -1.3万股-76.95% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.64% | 0.43% | $136.3万 | 1.0万股 | $195.8万 | 1.7万股 | -7,132股-40.89% | 减仓 |
| IiShares安硕信托IBDS |
| 0.63% | 0.55% | $134.0万 | 5.5万股 | $249.3万 | 10.3万股 | -4.8万股-46.22% | 减仓 |
| IiShares安硕信托IVV |
| 0.61% | 0.2% | $128.5万 | 1,716股 | $89.8万 | 1,375股 | +341股+24.80% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.5% | 0.28% | $105.0万 | 8,458股 | $128.8万 | 3,022股 | +5,436股+179.88% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.49% | 0.33% | $103.0万 | 3.3万股 | $150.2万 | 5.4万股 | -2.1万股-38.62% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.46% | 0.67% | $98.4万 | 2.0万股 | $301.1万 | 6.0万股 | -4.0万股-67.32% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.42% | 0.28% | $89.0万 | 1.1万股 | $126.7万 | 1.8万股 | -6,863股-38.85% | 减仓 |
