| V先锋领航·SPECIALIZED FUNDSVIG |
| 26.02% | 27.17% | $3,560.4万 | 23.1万股 | $3,472.9万 | 22.9万股 | +2,476股+1.08% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 19.75% | 17.93% | $2,702.1万 | 41.5万股 | $2,292.1万 | 41.3万股 | +2,088股+0.51% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 10.12% | 10.46% | $1,384.3万 | 9.6万股 | $1,337.0万 | 9.5万股 | +1,067股+1.13% | 加仓 |
| IiShares安硕·COREIJR |
| 9.79% | 9.95% | $1,339.7万 | 13.9万股 | $1,271.1万 | 13.4万股 | +4,228股+3.15% | 加仓 |
| I景顺自营指数基金BSCO |
| 5.76% | 6.07% | $787.4万 | 38.2万股 | $775.9万 | 37.9万股 | +3,666股+0.97% | 加仓 |
| V先锋领航·MIDVO |
| 5.36% | 5.39% | $733.8万 | 3.5万股 | $689.4万 | 3.4万股 | +967股+2.86% | 加仓 |
| V先锋领航全球基金MGV |
| 4.57% | 4.95% | $625.3万 | 6.2万股 | $632.3万 | 6.1万股 | +420股+0.68% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.88% | 3.19% | $393.8万 | 6.0万股 | $407.9万 | 6.2万股 | -1,741股-2.82% | 减仓 |
| V先锋领航指数基金VUG |
| 2.69% | 2.57% | $368.4万 | 1.5万股 | $328.8万 | 1.5万股 | -658股-4.26% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.68% | 1.62% | $229.9万 | 3.2万股 | $206.6万 | 3.1万股 | +659股+2.09% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.3% | 1.43% | $177.5万 | 2.1万股 | $182.2万 | 2.1万股 | +598股+2.87% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.12% | 1.08% | $153.7万 | 3,754股 | $138.0万 | 3,608股 | +146股+4.05% | 加仓 |
| SSPDR黄金信托GLD |
| 1.02% | 1.02% | $139.0万 | 7,585股 | $130.1万 | 7,670股 | -85股-1.11% | 减仓 |
 埃克森美孚XOM |
| 0.86% | 0.3% | $118.0万 | 1.1万股 | $38.2万 | 3,461股 | +7,304股+211.04% | 加仓 |
| S嘉信策略信托SCHM |
| 0.85% | 0.87% | $115.7万 | 1.7万股 | $111.7万 | 1.7万股 | +27股+0.16% | 加仓 |
 宣伟SHW |
| 0.67% | 0.81% | $92.3万 | 4,106股 | $103.7万 | 4,369股 | -263股-6.02% | 减仓 |
| V先锋领航指数基金VTV |
| 0.64% | 0.69% | $88.2万 | 6,385股 | $88.7万 | 6,316股 | +69股+1.09% | 加仓 |
| IiShares安硕信托AGG |
| 0.63% | — | $86.3万 | 8,665股 | $0 | 0股 | +8,665股 | 新买入 |
| IiShares安硕信托ILCG |
| 0.62% | 0.59% | $85.3万 | 1.5万股 | $74.8万 | 1.5万股 | +34股+0.22% | 加仓 |
| I景顺交易所交易基金IIDWAS |
| 0.57% | 0.76% | $78.5万 | 1.1万股 | $96.6万 | 1.3万股 | -2,629股-19.80% | 减仓 |
| IiShares安硕信托IVV |
| 0.49% | 0.5% | $66.5万 | 1,619股 | $63.3万 | 1,647股 | -28股-1.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.38% | $48.7万 | 1,576股 | $48.7万 | 1,576股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.33% | 0.34% | $44.5万 | 3,017股 | $43.6万 | 3,076股 | -59股-1.92% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.32% | 0.29% | $43.2万 | 9,566股 | $37.1万 | 8,851股 | +715股+8.08% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.29% | 0.31% | $39.9万 | 2,543股 | $39.5万 | 2,543股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.23% | 0.2% | $31.8万 | 1,927股 | $25.0万 | 1,925股 | +2股+0.10% | 加仓 |
 联合包裹UPSUPS |
| 0.23% | 0.22% | $30.9万 | 1,595股 | $27.5万 | 1,581股 | +14股+0.89% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.23% | 0.24% | $30.9万 | 3,716股 | $30.6万 | 3,709股 | +7股+0.19% | 加仓 |
 雪佛龙CVX |
| 0.21% | 0.25% | $29.3万 | 1,796股 | $32.0万 | 1,780股 | +16股+0.90% | 加仓 |
| IiShares安硕信托IJJ |
| 0.21% | 0.23% | $28.4万 | 2,761股 | $29.4万 | 2,914股 | -153股-5.25% | 减仓 |
| IINVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCA |
| 0.16% | 0.17% | $21.7万 | 1.1万股 | $21.4万 | 1.1万股 | +79股+0.75% | 加仓 |
| TTRANSOCEANRIG |
| 0.05% | 0.04% | $6.4万 | 1.0万股 | $4.6万 | 1.0万股 | 00.00% | 持仓不变 |
