| EEA SERIES TRUSTDDX |
| 23.34% | 30.85% | $4,777.8万 | 190.0万股 | $4,344.9万 | 179.0万股 | +11.0万股+6.15% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 7.31% | 9.13% | $1,495.8万 | 9.5万股 | $1,286.6万 | 9.3万股 | +2,290股+2.46% | 加仓 |
| EEA Series TrustDDV |
| 6.17% | 5.46% | $1,263.0万 | 49.8万股 | $769.0万 | 30.8万股 | +19.1万股+61.97% | 加仓 |
| G通用动力VTI |
| 5.2% | 5.99% | $1,063.6万 | 2.9万股 | $844.4万 | 2.6万股 | +2,424股+9.21% | 加仓 |
| EEA Series TrustDDXX |
| 4.96% | 4.08% | $1,014.6万 | 36.4万股 | $575.2万 | 22.7万股 | +13.7万股+60.33% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.37% | 5.54% | $895.0万 | 30.9万股 | $780.7万 | 31.1万股 | -1,993股-0.64% | 减仓 |
| S嘉信策略信托SCHF |
| 4.37% | 3.83% | $893.5万 | 32.3万股 | $539.8万 | 21.8万股 | +10.4万股+47.88% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.33% | 3.9% | $682.0万 | 8.0万股 | $548.6万 | 7.1万股 | +8,620股+12.12% | 加仓 |
| S嘉信策略信托SCHE |
| 1.97% | 2.07% | $403.8万 | 11.1万股 | $291.8万 | 8.9万股 | +2.3万股+25.73% | 加仓 |
| S嘉信策略信托SCHM |
| 1.87% | 2.22% | $382.7万 | 10.4万股 | $313.3万 | 10.1万股 | +2,603股+2.57% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.58% | 2.01% | $324.0万 | 4.5万股 | $283.7万 | 4.4万股 | +1,203股+2.72% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.41% | 1.79% | $289.4万 | 4.9万股 | $251.5万 | 4.2万股 | +6,835股+16.19% | 加仓 |
| IiShares安硕信托IEFA |
| 1.28% | — | $261.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| V先锋领航指数基金VTV |
| 1.2% | 1.24% | $245.8万 | 1.1万股 | $175.1万 | 8,925股 | +2,353股+26.36% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.12% | 1.24% | $228.2万 | 3.8万股 | $175.2万 | 3.2万股 | +5,815股+17.94% | 加仓 |
| V先锋领航·MIDVO |
| 1.06% | 0.39% | $216.8万 | 2.7万股 | $54.5万 | 1,899股 | +2.5万股+1,316.85% | 加仓 |
| IiShares安硕信托AGG |
| 1.02% | — | $209.6万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 苹果AAPL |
| 0.96% | 0.35% | $195.6万 | 6,759股 | $49.0万 | 1,933股 | +4,826股+249.66% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.9% | 1.09% | $184.7万 | 2.2万股 | $153.9万 | 2.0万股 | +1,552股+7.57% | 加仓 |
| V先锋领航指数基金VOO |
| 0.86% | 1.09% | $176.9万 | 2,576股 | $153.8万 | 2,574股 | +2股+0.08% | 加仓 |
| IiShares安硕·COREIJH |
| 0.86% | — | $176.2万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.86% | 1.08% | $175.2万 | 2,347股 | $152.6万 | 2,346股 | +1股+0.04% | 加仓 |
| IiShares安硕IEMG |
| 0.85% | — | $173.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| S嘉信·USSCHX |
| 0.84% | 0.8% | $172.4万 | 5.9万股 | $112.7万 | 4.4万股 | +1.5万股+33.30% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.73% | 1.08% | $149.3万 | 5.9万股 | $152.4万 | 6.1万股 | -2,769股-4.51% | 减仓 |
| IiShares安硕信托AOR |
| 0.73% | 0.34% | $149.3万 | 2.1万股 | $47.9万 | 7,448股 | +1.4万股+188.37% | 加仓 |
| VVanEck ETF信托HYD |
| 0.72% | 1.02% | $147.9万 | 2.9万股 | $143.9万 | 2.9万股 | +14股+0.05% | 加仓 |
| IiShares安硕信托IVV |
| 0.65% | 0.27% | $132.6万 | 1,771股 | $38.0万 | 582股 | +1,189股+204.30% | 加仓 |
 英伟达NVDA |
| 0.64% | — | $131.8万 | 6,587股 | $0 | 0股 | +6,587股 | 新买入 |
| V先锋领航指数基金VB |
| 0.6% | — | $123.5万 | 4,073股 | $0 | 0股 | +4,073股 | 新买入 |
 亚马逊AMZN |
| 0.6% | 0.21% | $122.2万 | 5,127股 | $29.2万 | 1,401股 | +3,726股+265.95% | 加仓 |
 谷歌AGOOGL |
| 0.58% | — | $119.5万 | 3,344股 | $0 | 0股 | +3,344股 | 新买入 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.52% | — | $107.0万 | 1,521股 | $0 | 0股 | +1,521股 | 新买入 |
 微软MSFT |
| 0.51% | 0.17% | $103.6万 | 2,778股 | $23.5万 | 636股 | +2,142股+336.79% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.5% | 0.74% | $102.7万 | 1.2万股 | $104.3万 | 1.3万股 | -175股-1.39% | 减仓 |
| GGMO INTERNATIONAL VALUE ETFGMOI |
| 0.5% | 0.54% | $101.4万 | 2.7万股 | $76.3万 | 2.1万股 | +6,000股+28.50% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.49% | — | $100.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.47% | 0.44% | $95.7万 | 8,007股 | $62.2万 | 891股 | +7,116股+798.65% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.43% | — | $87.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.43% | 0.61% | $87.2万 | 2.8万股 | $85.6万 | 2.8万股 | -388股-1.39% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.42% | 0.49% | $86.7万 | 1.5万股 | $69.5万 | 1.2万股 | +3,024股+25.45% | 加仓 |
 埃克森美孚XOM |
| 0.42% | 0.54% | $85.8万 | 6,274股 | $75.9万 | 4,472股 | +1,802股+40.30% | 加仓 |
| PPLANET LABS PBC CLASS APL |
| 0.4% | 0.49% | $82.1万 | 2.5万股 | $69.2万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.4% | — | $82.0万 | 9,514股 | $0 | 0股 | +9,514股 | 新买入 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.39% | 0.56% | $79.3万 | 1.4万股 | $79.0万 | 1.4万股 | +112股+0.79% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.38% | 0.44% | $78.6万 | 3,695股 | $61.7万 | 3,214股 | +481股+14.97% | 加仓 |
| IiShares安硕信托IQLT |
| 0.38% | — | $77.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托PFF |
| 0.38% | 0.7% | $77.0万 | 2.5万股 | $99.2万 | 3.3万股 | -7,468股-22.82% | 减仓 |
 AMER STATES WTRAWR |
| 0.36% | 0.48% | $74.2万 | 9,010股 | $67.9万 | 8,921股 | +89股+1.00% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.35% | 0.46% | $71.7万 | 1.4万股 | $64.7万 | 1.4万股 | +47股+0.34% | 加仓 |
