| IiShares安硕·S&PIVE |
| 12.11% | 11.32% | $2,615.1万 | 11.5万股 | $2,237.4万 | 10.6万股 | +9,210股+8.69% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 7.45% | 7.51% | $1,607.7万 | 6.8万股 | $1,484.1万 | 6.9万股 | -1,064股-1.54% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 7.14% | 5.36% | $1,542.0万 | 33.5万股 | $1,059.3万 | 23.0万股 | +10.5万股+45.63% | 加仓 |
| S嘉信策略信托SCHD |
| 6.75% | 7.53% | $1,456.5万 | 45.9万股 | $1,488.1万 | 48.5万股 | -2.6万股-5.31% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 6.59% | 7.11% | $1,423.3万 | 30.4万股 | $1,404.4万 | 29.9万股 | +5,195股+1.74% | 加仓 |
 苹果AAPL |
| 4.54% | 5.5% | $979.7万 | 3.4万股 | $1,087.4万 | 4.3万股 | -8,989股-20.98% | 减仓 |
| V先锋领航全球基金MGV |
| 3.15% | 3.26% | $680.6万 | 4.2万股 | $643.2万 | 4.4万股 | -2,738股-6.17% | 减仓 |
| V先锋领航指数基金VOT |
| 3.13% | 2.69% | $675.1万 | 2.2万股 | $532.5万 | 2.1万股 | +1,350股+6.52% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.79% | 2.7% | $603.3万 | 3.8万股 | $533.7万 | 3.9万股 | -148股-0.38% | 减仓 |
| IiShares安硕·COREIJR |
| 2.65% | 2.37% | $572.7万 | 3.9万股 | $467.8万 | 3.8万股 | +979股+2.60% | 加仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 2.56% | 3.04% | $553.6万 | 11.0万股 | $600.1万 | 12.0万股 | -9,436股-7.87% | 减仓 |
| V先锋领航指数基金VUG |
| 2.41% | 2.26% | $519.8万 | 6.0万股 | $447.3万 | 1.0万股 | +5.0万股+489.24% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.36% | 2.35% | $510.4万 | 10.6万股 | $463.4万 | 9.6万股 | +1.0万股+10.62% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.22% | 3.24% | $480.2万 | 6.2万股 | $640.7万 | 8.2万股 | -2.0万股-24.57% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.81% | 1.78% | $390.0万 | 6.9万股 | $350.9万 | 6.2万股 | +7,129股+11.51% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.76% | 2.12% | $379.8万 | 4.8万股 | $419.0万 | 5.3万股 | -4,800股-9.08% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.57% | 1.38% | $338.7万 | 5.5万股 | $273.1万 | 4.9万股 | +5,914股+12.02% | 加仓 |
| SSPDR道富系列信托SDY |
| 1.32% | 1.32% | $284.8万 | 1.9万股 | $260.8万 | 1.8万股 | +841股+4.71% | 加仓 |
| IiShares安硕·S&PIUSG |
| 1.27% | 1.17% | $273.8万 | 1.5万股 | $230.5万 | 1.5万股 | -303股-2.04% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.1% | 1.07% | $236.6万 | 4.7万股 | $212.3万 | 4.2万股 | +4,937股+11.82% | 加仓 |
 应用材料AMAT |
| 1.09% | 0.56% | $235.6万 | 3,259股 | $111.3万 | 3,256股 | +3股+0.09% | 加仓 |
 英伟达NVDA |
| 0.98% | 1.4% | $211.4万 | 1.1万股 | $276.3万 | 1.6万股 | -5,279股-33.32% | 减仓 |
| V先锋领航指数基金VTV |
| 0.95% | 1% | $206.1万 | 9,457股 | $198.4万 | 1.0万股 | -653股-6.46% | 减仓 |
| V先锋领航·MIDVO |
| 0.82% | 0.92% | $177.0万 | 2.2万股 | $182.4万 | 6,350股 | +1.6万股+245.92% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.73% | 0.75% | $157.7万 | 1.9万股 | $149.1万 | 2.0万股 | -571股-2.90% | 减仓 |
| IiShares安硕信托SHYG |
| 0.69% | 0.74% | $149.5万 | 3.5万股 | $145.8万 | 3.4万股 | +796股+2.31% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.68% | 0.67% | $145.8万 | 5,999股 | $133.4万 | 6,139股 | -140股-2.28% | 减仓 |
| IiShares安硕信托IEI |
| 0.63% | 0.69% | $135.6万 | 1.1万股 | $136.3万 | 1.1万股 | -128股-1.12% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.61% | 0.65% | $131.1万 | 6,635股 | $127.6万 | 6,922股 | -287股-4.15% | 减仓 |
 亚马逊AMZN |
| 0.6% | 0.69% | $130.5万 | 5,477股 | $136.0万 | 6,528股 | -1,051股-16.10% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.57% | 0.65% | $122.1万 | 1.5万股 | $128.6万 | 1.6万股 | -983股-6.27% | 减仓 |
 微软MSFT |
| 0.56% | 0.65% | $120.5万 | 3,232股 | $127.8万 | 3,451股 | -219股-6.35% | 减仓 |
| V先锋领航指数基金VOO |
| 0.54% | 0.71% | $115.6万 | 1,683股 | $139.3万 | 2,332股 | -649股-27.83% | 减仓 |
 相干公司COHR |
| 0.53% | 0.35% | $114.4万 | 2,900股 | $69.1万 | 2,900股 | 00.00% | 持仓不变 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 0.51% | 0.51% | $109.1万 | 6,548股 | $99.9万 | 6,771股 | -223股-3.29% | 减仓 |
| SSPDR道富系列信托XAR |
| 0.49% | 0.41% | $105.2万 | 3,706股 | $80.6万 | 3,172股 | +534股+16.83% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.48% | 0.2% | $103.8万 | 2,405股 | $40.2万 | 2,448股 | -43股-1.76% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.48% | 0.51% | $102.6万 | 2.0万股 | $100.3万 | 2.0万股 | +184股+0.92% | 加仓 |
| V先锋领航全球基金VGT |
| 0.4% | 0.11% | $86.2万 | 7,208股 | $22.0万 | 315股 | +6,893股+2,188.25% | 加仓 |
| IiShares安硕信托ITA |
| 0.38% | 0.36% | $81.2万 | 3,347股 | $71.3万 | 3,262股 | +85股+2.61% | 加仓 |
| V先锋领航指数基金VB |
| 0.36% | 0.38% | $78.5万 | 2,591股 | $74.6万 | 2,850股 | -259股-9.09% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.36% | 0.41% | $78.3万 | 2,618股 | $81.5万 | 2,993股 | -375股-12.53% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.34% | 0.37% | $73.4万 | 8,881股 | $72.6万 | 8,773股 | +108股+1.23% | 加仓 |
 PALO ALTOPANW |
| 0.34% | 0.17% | $73.3万 | 2,150股 | $34.5万 | 2,150股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VNQ |
| 0.34% | 0.2% | $72.5万 | 7,765股 | $39.6万 | 4,479股 | +3,286股+73.36% | 加仓 |
| IiShares安硕信托IWD |
| 0.33% | 0.3% | $71.0万 | 2,930股 | $58.9万 | 2,756股 | +174股+6.31% | 加仓 |
 沃尔玛WMT |
| 0.31% | 0.37% | $67.0万 | 5,917股 | $73.3万 | 5,897股 | +20股+0.34% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.3% | 0.32% | $64.5万 | 1.3万股 | $63.1万 | 1.3万股 | +106股+0.84% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.25% | $61.0万 | 1,706股 | $48.5万 | 1,685股 | +21股+1.25% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.28% | 0.3% | $59.5万 | 1.3万股 | $59.3万 | 1.3万股 | +216股+1.67% | 加仓 |
