| IiShares安硕信托ITOT |
| 15.74% | 15.26% | $1.81亿 | 110.1万股 | $1.58亿 | 110.7万股 | -6,699股-0.60% | 减仓 |
| IINVESCO INTL. CORPORATE BONDPICB |
| 9.07% | 8.22% | $1.04亿 | 450.0万股 | $8,492.0万 | 367.6万股 | +82.3万股+22.40% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.66% | 7% | $7,652.7万 | 107.4万股 | $7,230.1万 | 112.8万股 | -5.4万股-4.81% | 减仓 |
| G通用动力VTI |
| 6.65% | 6.42% | $7,639.3万 | 20.6万股 | $6,635.0万 | 20.7万股 | -374股-0.18% | 减仓 |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 4.25% | 7.12% | $4,880.6万 | 97.0万股 | $7,359.0万 | 146.2万股 | -49.2万股-33.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.11% | 3.36% | $4,721.4万 | 13.4万股 | $3,466.8万 | 12.1万股 | +1.3万股+10.57% | 加仓 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 4.06% | 2.67% | $4,658.0万 | 94.3万股 | $2,758.2万 | 55.7万股 | +38.7万股+69.39% | 加仓 |
| BBNY MELLON CORE BOND ETFBKAG |
| 3.72% | 4.92% | $4,273.4万 | 101.9万股 | $5,083.4万 | 120.5万股 | -18.6万股-15.43% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 3.13% | 3.16% | $3,593.3万 | 40.6万股 | $3,264.9万 | 39.6万股 | +9,755股+2.46% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.8% | 2.82% | $3,215.3万 | 53.9万股 | $2,912.5万 | 53.9万股 | -186股-0.03% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 2.66% | 2.38% | $3,050.5万 | 26.4万股 | $2,462.3万 | 25.2万股 | +1.2万股+4.66% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.63% | 2.68% | $3,017.7万 | 36.6万股 | $2,769.4万 | 38.9万股 | -2.3万股-5.87% | 减仓 |
| BBONDBLOXX ETF TRUSTBBBS |
| 2.54% | 1.01% | $2,912.2万 | 57.1万股 | $1,047.1万 | 20.5万股 | +36.6万股+178.67% | 加仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 2.38% | 2.69% | $2,730.1万 | 153.0万股 | $2,784.7万 | 158.8万股 | -5.7万股-3.61% | 减仓 |
| IiShares安硕信托AGG |
| 1.96% | 2.43% | $2,249.6万 | 22.7万股 | $2,507.2万 | 25.3万股 | -2.5万股-10.01% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.95% | 1.92% | $2,241.9万 | 17.5万股 | $1,986.2万 | 17.9万股 | -3,608股-2.02% | 减仓 |
 苹果AAPL |
| 1.7% | 1.95% | $1,952.7万 | 6.7万股 | $2,017.2万 | 7.9万股 | -1.2万股-15.10% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.53% | 1.63% | $1,759.6万 | 50.2万股 | $1,682.0万 | 50.0万股 | +2,757股+0.55% | 加仓 |
 微软MSFT |
| 1.43% | 1.57% | $1,645.7万 | 4.4万股 | $1,627.4万 | 4.4万股 | +149股+0.34% | 加仓 |
| IiShares安硕信托IWV |
| 1.33% | 1.26% | $1,526.7万 | 3.6万股 | $1,301.0万 | 3.5万股 | +706股+2.01% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.21% | 1.4% | $1,393.8万 | 13.4万股 | $1,444.9万 | 14.9万股 | -1.5万股-10.28% | 减仓 |
| IiShares安硕信托IEUR |
| 1.15% | 1.04% | $1,322.9万 | 17.6万股 | $1,079.3万 | 15.4万股 | +2.2万股+14.57% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 0.96% | $1,273.5万 | 3.6万股 | $987.5万 | 3.4万股 | +1,293股+3.76% | 加仓 |
| IiShares安硕信托IUSB |
| 1.09% | 1.35% | $1,257.0万 | 27.2万股 | $1,393.2万 | 30.2万股 | -2.9万股-9.70% | 减仓 |
| BBONDBLOXX SHORT DURATION ETFTAXX |
| 1.04% | 1.13% | $1,191.0万 | 23.5万股 | $1,164.0万 | 23.0万股 | +4,485股+1.95% | 加仓 |
| IiShares安硕信托IEFA |
| 0.96% | 1.02% | $1,101.2万 | 11.4万股 | $1,055.5万 | 11.7万股 | -2,568股-2.20% | 减仓 |
| IiShares安硕信托PFF |
| 0.79% | 0.55% | $906.1万 | 29.7万股 | $566.2万 | 18.7万股 | +11.0万股+59.15% | 加仓 |
| V先锋领航指数基金VOO |
| 0.76% | 0.74% | $870.5万 | 1.3万股 | $759.5万 | 1.3万股 | -37股-0.29% | 减仓 |
| V先锋领航·TOTALBND |
| 0.68% | 1.16% | $782.7万 | 10.7万股 | $1,201.1万 | 16.3万股 | -5.6万股-34.63% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.62% | 0.6% | $715.8万 | 8.4万股 | $615.8万 | 8.0万股 | +3,870股+4.85% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.58% | 0.63% | $660.5万 | 4.3万股 | $655.2万 | 4.5万股 | -2,132股-4.74% | 减仓 |
| IiShares安硕信托IDEV |
| 0.53% | 0.55% | $610.2万 | 6.9万股 | $566.7万 | 6.8万股 | +743股+1.10% | 加仓 |
 亚马逊AMZN |
| 0.42% | 0.45% | $482.7万 | 2.0万股 | $467.6万 | 2.2万股 | -2,201股-9.80% | 减仓 |
 Meta平台META |
| 0.4% | 0.41% | $460.3万 | 8,172股 | $427.9万 | 7,479股 | +693股+9.27% | 加仓 |
 英伟达NVDA |
| 0.38% | 0.34% | $439.0万 | 2.2万股 | $349.2万 | 2.0万股 | +1,912股+9.55% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.33% | 0.33% | $381.3万 | 2.4万股 | $344.7万 | 2.5万股 | -626股-2.51% | 减仓 |
| SSERIES PORTFOLIOS TRELM |
| 0.33% | 0.34% | $378.2万 | 12.9万股 | $350.1万 | 12.9万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.28% | 0.28% | $321.2万 | 1.8万股 | $288.1万 | 1.7万股 | +333股+1.91% | 加仓 |
| V先锋领航指数基金VB |
| 0.28% | 0.27% | $319.9万 | 1.1万股 | $282.5万 | 1.1万股 | -232股-2.15% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.24% | 0.26% | $275.5万 | 9,168股 | $273.6万 | 1.1万股 | -1,863股-16.89% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.24% | $265.5万 | 5,303股 | $248.3万 | 5,192股 | +111股+2.14% | 加仓 |
 美光科技MU |
| 0.21% | 0.06% | $242.1万 | 2,097股 | $64.3万 | 1,902股 | +195股+10.25% | 加仓 |
| IiShares安硕IEMG |
| 0.2% | 0.19% | $230.5万 | 2.8万股 | $195.5万 | 2.8万股 | -208股-0.74% | 减仓 |
| CCANDEL THERAPEUTICS INC COMCADL |
| 0.18% | 0.09% | $204.1万 | 19.8万股 | $97.1万 | 19.8万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.17% | $202.2万 | 2,707股 | $178.1万 | 2,738股 | -31股-1.13% | 减仓 |
 博通AVGO |
| 0.15% | 0.12% | $168.7万 | 4,465股 | $127.5万 | 4,120股 | +345股+8.37% | 加仓 |
 雪佛龙CVX |
| 0.14% | 0.19% | $157.9万 | 9,528股 | $198.3万 | 9,584股 | -56股-0.58% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.14% | 0.13% | $157.7万 | 3,850股 | $137.3万 | 3,850股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSB |
| 0.12% | 0.13% | $142.6万 | 2.7万股 | $134.1万 | 2.6万股 | +1,436股+5.54% | 加仓 |
| I景顺QQQ信托VOO |
| 0.12% | 0.1% | $136.6万 | 1,855股 | $107.7万 | 1,866股 | -11股-0.59% | 减仓 |
