| V先锋领航债券指数基金BIV |
| 6.37% | 6.51% | $1,917.5万 | 25.0万股 | $1,694.1万 | 22.0万股 | +3.0万股+13.89% | 加仓 |
| IiShares安硕信托IQLT |
| 5.23% | 5.23% | $1,575.4万 | 31.8万股 | $1,362.5万 | 29.5万股 | +2.3万股+7.88% | 加仓 |
| S嘉信·USSCHX |
| 3.93% | 3.99% | $1,184.0万 | 40.2万股 | $1,039.6万 | 40.5万股 | -3,170股-0.78% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.84% | 3.58% | $1,155.9万 | 34.2万股 | $932.7万 | 32.0万股 | +2.1万股+6.68% | 加仓 |
| WWisdomTree信托DGRW |
| 3.8% | 3.95% | $1,144.1万 | 12.0万股 | $1,028.4万 | 11.7万股 | +2,573股+2.20% | 加仓 |
| S嘉信策略信托SCHD |
| 3.78% | 3.99% | $1,138.0万 | 35.9万股 | $1,039.3万 | 33.9万股 | +2.0万股+5.94% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.76% | 3.94% | $1,133.2万 | 13.8万股 | $1,025.0万 | 12.4万股 | +1.4万股+11.18% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.53% | 3.65% | $1,063.9万 | 18.8万股 | $949.6万 | 16.8万股 | +2.1万股+12.44% | 加仓 |
| IiShares黄金信托IAU |
| 3.3% | 4.12% | $993.5万 | 13.2万股 | $1,073.2万 | 12.2万股 | +9,846股+8.09% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.25% | 2.76% | $977.6万 | 11.9万股 | $719.3万 | 10.1万股 | +1.8万股+17.41% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 3.21% | 3.19% | $965.6万 | 13.4万股 | $830.0万 | 13.5万股 | -1,768股-1.31% | 减仓 |
| IiShares安硕信托IDEV |
| 2.93% | 3.07% | $881.0万 | 9.9万股 | $798.2万 | 9.6万股 | +3,470股+3.63% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.72% | 2.53% | $819.8万 | 20.4万股 | $658.8万 | 19.5万股 | +9,309股+4.78% | 加仓 |
| J骏利亨德森JAAA |
| 2.18% | 2.55% | $657.3万 | 13.0万股 | $663.3万 | 13.2万股 | -1,484股-1.13% | 减仓 |
| IiShares安硕信托ITOT |
| 2.06% | 2.12% | $621.0万 | 3.8万股 | $552.8万 | 3.9万股 | -1,008股-2.60% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.01% | 1.96% | $604.9万 | 20.9万股 | $510.4万 | 20.3万股 | +5,514股+2.71% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.65% | 1.83% | $497.8万 | 9.8万股 | $476.0万 | 9.4万股 | +4,386股+4.66% | 加仓 |
 苹果AAPL |
| 1.56% | 1.57% | $471.2万 | 1.6万股 | $409.1万 | 1.6万股 | +163股+1.01% | 加仓 |
 英伟达NVDA |
| 1.5% | 0.72% | $453.1万 | 2.3万股 | $188.5万 | 1.1万股 | +1.2万股+109.55% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.45% | — | $436.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.44% | 1.36% | $433.6万 | 2.7万股 | $353.6万 | 2.4万股 | +3,205股+13.29% | 加仓 |
 谷歌AGOOGL |
| 1.14% | 1.06% | $343.8万 | 9,621股 | $275.0万 | 9,562股 | +59股+0.62% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.94% | 1.16% | $283.1万 | 3.1万股 | $303.1万 | 3.3万股 | -2,190股-6.62% | 减仓 |
 微软MSFT |
| 0.88% | 0.98% | $264.8万 | 7,099股 | $256.1万 | 6,918股 | +181股+2.62% | 加仓 |
 摩根大通JPM |
| 0.85% | 0.89% | $256.1万 | 7,825股 | $231.8万 | 7,879股 | -54股-0.69% | 减仓 |
| IiShares安硕信托IVW |
| 0.85% | 0.83% | $254.8万 | 1.9万股 | $215.4万 | 1.9万股 | -515股-2.70% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.81% | 0.79% | $244.9万 | 2.9万股 | $206.7万 | 2.8万股 | +1,724股+6.26% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.8% | 0.83% | $241.3万 | 4.1万股 | $215.6万 | 3.7万股 | +4,623股+12.55% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.75% | 0.83% | $226.1万 | 2.3万股 | $216.0万 | 2.3万股 | +99股+0.43% | 加仓 |
| IiShares安硕信托TLT |
| 0.72% | 0.76% | $216.0万 | 2.5万股 | $197.9万 | 2.3万股 | +2,169股+9.50% | 加仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.61% | $193.9万 | 2,590股 | $159.7万 | 2,444股 | +146股+5.97% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.56% | $172.9万 | 7,253股 | $144.6万 | 6,944股 | +309股+4.45% | 加仓 |
 埃克森美孚XOM |
| 0.57% | 0.83% | $172.6万 | 1.3万股 | $216.0万 | 1.3万股 | -106股-0.83% | 减仓 |
 马拉松石油MPC |
| 0.54% | 0.6% | $162.9万 | 6,371股 | $155.6万 | 6,371股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.53% | 0.54% | $159.0万 | 1.4万股 | $140.1万 | 1.4万股 | 00.00% | 持仓不变 |
| AALPS ETF信托AMLP |
| 0.53% | 0.61% | $159.0万 | 3.1万股 | $159.4万 | 3.0万股 | +384股+1.27% | 加仓 |
| IIBMIBM |
| 0.53% | 0.5% | $158.9万 | 5,649股 | $129.8万 | 5,355股 | +294股+5.49% | 加仓 |
| PProShares信托NOBL |
| 0.52% | 0.48% | $157.9万 | 2.8万股 | $124.4万 | 1.2万股 | +1.6万股+139.64% | 加仓 |
 强生JNJ |
| 0.52% | 0.57% | $156.6万 | 6,165股 | $147.5万 | 6,035股 | +130股+2.15% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.52% | 0.53% | $155.8万 | 2.5万股 | $137.0万 | 2.5万股 | +663股+2.69% | 加仓 |
 阿斯麦ASML |
| 0.52% | 0.5% | $155.6万 | 782股 | $129.8万 | 983股 | -201股-20.45% | 减仓 |
| WWisdomTree信托DEM |
| 0.51% | 0.55% | $154.5万 | 2.9万股 | $143.8万 | 2.9万股 | -218股-0.75% | 减仓 |
 艾伯维ABBV |
| 0.5% | 0.49% | $150.2万 | 5,970股 | $126.3万 | 5,807股 | +163股+2.81% | 加仓 |
| V先锋领航·TOTALBND |
| 0.49% | 0.59% | $148.4万 | 2.0万股 | $153.3万 | 2.1万股 | -611股-2.93% | 减仓 |
 英特尔INTC |
| 0.49% | 0.09% | $146.5万 | 1.0万股 | $22.5万 | 5,108股 | +5,386股+105.44% | 加仓 |
| S嘉信策略信托SCHM |
| 0.49% | 0.89% | $146.3万 | 4.0万股 | $231.7万 | 7.5万股 | -3.5万股-46.99% | 减仓 |
 默沙东MRK |
| 0.47% | 0.5% | $140.3万 | 1.1万股 | $129.2万 | 1.1万股 | +181股+1.69% | 加仓 |
 帕兰提尔PLTR |
| 0.46% | — | $138.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.4% | 0.61% | $121.5万 | 3,298股 | $158.2万 | 3,676股 | -378股-10.28% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.4% | 0.45% | $121.4万 | 7,682股 | $117.7万 | 7,948股 | -266股-3.35% | 减仓 |
