| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 14.35% | 13.63% | $4,780.0万 | 141.3万股 | $4,078.4万 | 140.0万股 | +1.2万股+0.89% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 10.09% | 9.54% | $3,361.0万 | 116.1万股 | $2,856.4万 | 113.8万股 | +2.3万股+1.98% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 8.14% | 8.33% | $2,710.4万 | 11.5万股 | $2,491.5万 | 11.6万股 | -1,305股-1.13% | 减仓 |
| IiShares安硕信托IVV |
| 6.03% | 5.63% | $2,007.0万 | 2.7万股 | $1,685.0万 | 2.6万股 | +1,004股+3.89% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.32% | 4.3% | $1,437.4万 | 41.3万股 | $1,286.9万 | 42.2万股 | -9,026股-2.14% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 4.15% | 4.14% | $1,381.6万 | 74.4万股 | $1,238.7万 | 66.4万股 | +8.0万股+12.05% | 加仓 |
| I景顺自营指数基金BSCS |
| 4.08% | 4.23% | $1,357.7万 | 66.7万股 | $1,267.4万 | 62.1万股 | +4.6万股+7.43% | 加仓 |
| I景顺自营指数基金BSCR |
| 3.97% | 4.2% | $1,321.1万 | 67.4万股 | $1,257.7万 | 64.1万股 | +3.3万股+5.09% | 加仓 |
| I景顺自营指数基金BSCU |
| 3.47% | 3.45% | $1,154.5万 | 69.4万股 | $1,032.6万 | 61.8万股 | +7.6万股+12.30% | 加仓 |
| I景顺自营指数基金BSCQ |
| 3.34% | 4% | $1,113.6万 | 57.0万股 | $1,196.9万 | 61.3万股 | -4.3万股-6.94% | 减仓 |
 苹果AAPL |
| 3% | 3.01% | $1,000.7万 | 3.5万股 | $901.7万 | 3.6万股 | -946股-2.66% | 减仓 |
| I景顺自营指数基金BSCV |
| 2.89% | 2.84% | $963.8万 | 58.8万股 | $850.8万 | 51.7万股 | +7.1万股+13.80% | 加仓 |
| V先锋领航全球基金VGT |
| 2.65% | 2.11% | $883.0万 | 7.4万股 | $630.3万 | 9,033股 | +6.5万股+717.89% | 加仓 |
| S嘉信策略信托SCHD |
| 2.03% | 2.27% | $674.6万 | 21.3万股 | $678.5万 | 22.1万股 | -8,421股-3.81% | 减仓 |
| I景顺自营指数基金BSCW |
| 1.79% | 1.95% | $594.9万 | 29.0万股 | $582.8万 | 28.3万股 | +6,984股+2.47% | 加仓 |
| V先锋领航指数基金VOT |
| 1.49% | 1.51% | $496.7万 | 1.6万股 | $452.8万 | 1.8万股 | -1,380股-7.84% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.38% | 1.6% | $458.9万 | 2.3万股 | $480.1万 | 2.6万股 | -2,825股-10.84% | 减仓 |
 微软MSFT |
| 1.22% | 1.52% | $406.4万 | 1.1万股 | $455.8万 | 1.2万股 | -1,418股-11.52% | 减仓 |
 英伟达NVDA |
| 1.18% | 1.1% | $393.5万 | 2.0万股 | $330.7万 | 1.9万股 | +702股+3.70% | 加仓 |
| IiShares安硕信托IGRO |
| 1.13% | 1.03% | $375.9万 | 4.3万股 | $307.2万 | 3.7万股 | +6,069股+16.55% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.01% | 0.78% | $335.0万 | 1.8万股 | $234.6万 | 1.8万股 | -72股-0.41% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.94% | 0.79% | $313.9万 | 3.8万股 | $235.4万 | 3.3万股 | +5,027股+15.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.8% | 0.87% | $265.4万 | 5,303股 | $261.3万 | 5,452股 | -149股-2.73% | 减仓 |
| VVanEck Russia ETFBBH |
| 0.79% | 1.39% | $263.6万 | 2.5万股 | $415.9万 | 4.3万股 | -1.8万股-41.05% | 减仓 |
 REALTY INCOME COMO |
| 0.76% | 0.77% | $254.1万 | 4.1万股 | $230.4万 | 3.8万股 | +3,340股+8.87% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.74% | 0.84% | $246.7万 | 1.0万股 | $252.4万 | 1.2万股 | -1,467股-12.62% | 减仓 |
| V先锋领航指数基金VOO |
| 0.73% | 0.39% | $242.2万 | 3,527股 | $116.5万 | 1,950股 | +1,577股+80.87% | 加仓 |
 可口可乐KO |
| 0.57% | 0.59% | $189.4万 | 2.3万股 | $177.2万 | 2.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.55% | 0.5% | $183.8万 | 5,143股 | $150.0万 | 5,218股 | -75股-1.44% | 减仓 |
 卡特彼勒CAT |
| 0.46% | 0.35% | $154.1万 | 1,447股 | $103.9万 | 1,467股 | -20股-1.36% | 减仓 |
 博通AVGO |
| 0.38% | 0.32% | $127.8万 | 3,383股 | $96.6万 | 3,121股 | +262股+8.39% | 加仓 |
 HOMETRUST BANCSHARES INC COMHTB |
| 0.38% | 0.41% | $127.7万 | 2.6万股 | $122.0万 | 2.9万股 | -3,000股-10.49% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.36% | 0.41% | $121.5万 | 1.7万股 | $123.1万 | 1.9万股 | -2,148股-11.19% | 减仓 |
| EEA SERIES TRUSTGEQ |
| 0.35% | — | $117.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 AFLAC COMAFL |
| 0.35% | 0.37% | $116.3万 | 9,916股 | $110.4万 | 1.0万股 | -150股-1.49% | 减仓 |
 强生JNJ |
| 0.33% | 0.4% | $111.2万 | 4,377股 | $120.7万 | 4,937股 | -560股-11.34% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.31% | 0.33% | $104.2万 | 3,486股 | $98.0万 | 3,600股 | -114股-3.17% | 减仓 |
 亚马逊AMZN |
| 0.31% | 0.31% | $104.0万 | 4,362股 | $92.5万 | 4,442股 | -80股-1.80% | 减仓 |
 埃克森美孚XOM |
| 0.3% | 0.4% | $99.1万 | 7,246股 | $120.8万 | 7,121股 | +125股+1.76% | 加仓 |
 联合健康UNH |
| 0.28% | 0.24% | $93.8万 | 2,257股 | $70.5万 | 2,604股 | -347股-13.33% | 减仓 |
 摩根大通JPM |
| 0.27% | 0.27% | $90.5万 | 2,764股 | $81.4万 | 2,766股 | -2股-0.07% | 减仓 |
| V先锋领航指数基金VTV |
| 0.27% | 0.29% | $89.5万 | 4,106股 | $87.3万 | 4,449股 | -343股-7.71% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.26% | $88.0万 | 1,179股 | $76.7万 | 1,179股 | 00.00% | 持仓不变 |
| SSTRIVE 500 ETFSTXF |
| 0.26% | 0.25% | $87.0万 | 1.8万股 | $73.7万 | 1.8万股 | +459股+2.62% | 加仓 |
 派克汉尼汾PH |
| 0.25% | 0.32% | $84.8万 | 867股 | $95.5万 | 1,067股 | -200股-18.74% | 减仓 |
| S嘉信策略信托SCHM |
| 0.25% | 0.26% | $84.3万 | 2.3万股 | $77.4万 | 2.5万股 | -2,136股-8.54% | 减仓 |
 艾伯维ABBV |
| 0.24% | 0.25% | $80.1万 | 3,181股 | $75.6万 | 3,477股 | -296股-8.51% | 减仓 |
 特斯拉TSLA |
| 0.23% | 0.23% | $78.1万 | 1,858股 | $69.8万 | 1,878股 | -20股-1.06% | 减仓 |
 家得宝HD |
| 0.23% | 0.25% | $76.6万 | 2,172股 | $76.2万 | 2,316股 | -144股-6.22% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.22% | — | $74.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
