| G通用动力VTI |
| 7.74% | 7% | $4,020.9万 | 10.9万股 | $3,484.8万 | 10.9万股 | +13股+0.01% | 加仓 |
| B贝莱德ETF信托DYNF |
| 4.67% | 4.16% | $2,428.9万 | 35.7万股 | $2,072.3万 | 35.6万股 | +950股+0.27% | 加仓 |
| IiShares安硕信托IVW |
| 4.63% | 4.01% | $2,408.5万 | 17.5万股 | $1,993.1万 | 17.6万股 | -1,082股-0.61% | 减仓 |
| IiShares安硕·S&PIVE |
| 4.51% | 4.71% | $2,344.9万 | 10.3万股 | $2,344.3万 | 11.1万股 | -7,755股-6.98% | 减仓 |
| IiShares安硕信托IVV |
| 4.27% | 1.88% | $2,217.5万 | 3.0万股 | $933.2万 | 1.4万股 | +1.5万股+107.26% | 加仓 |
| IiShares安硕信托AGG |
| 3.85% | 3.97% | $2,000.8万 | 20.2万股 | $1,974.9万 | 19.9万股 | +3,190股+1.60% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.43% | 3.19% | $1,784.1万 | 21.3万股 | $1,586.3万 | 21.1万股 | +1,798股+0.85% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.89% | 2.88% | $1,499.4万 | 28.6万股 | $1,433.5万 | 27.6万股 | +1.0万股+3.77% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 2.76% | 2.82% | $1,435.2万 | 62.7万股 | $1,404.9万 | 61.3万股 | +1.4万股+2.27% | 加仓 |
| V先锋领航指数基金VOO |
| 2.73% | 2.28% | $1,416.1万 | 1.9万股 | $1,135.0万 | 2.0万股 | -434股-2.21% | 减仓 |
| IiShares安硕信托MTUM |
| 2.65% | 2.14% | $1,379.5万 | 4.0万股 | $1,067.1万 | 4.4万股 | -4,228股-9.51% | 减仓 |
 苹果AAPL |
| 2.65% | 2.74% | $1,376.3万 | 4.8万股 | $1,363.6万 | 5.4万股 | -6,166股-11.48% | 减仓 |
| IiShares安硕信托IBTI |
| 2.24% | 2.32% | $1,165.2万 | 52.6万股 | $1,154.7万 | 51.8万股 | +8,106股+1.56% | 加仓 |
| IiShares安硕信托IBHI |
| 2.22% | 2.27% | $1,156.0万 | 49.4万股 | $1,130.1万 | 48.5万股 | +8,877股+1.83% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.1% | 2.55% | $1,092.1万 | 5.0万股 | $1,270.8万 | 6.6万股 | -1.6万股-24.88% | 减仓 |
| B贝莱德ETF信托CORO |
| 1.95% | 1.77% | $1,013.2万 | 27.7万股 | $881.2万 | 27.4万股 | +2,760股+1.01% | 加仓 |
 江森自控JCI |
| 1.6% | 1.59% | $832.4万 | 5.7万股 | $790.2万 | 6.0万股 | -3,374股-5.59% | 减仓 |
 马拉松石油MPC |
| 1.57% | 1.62% | $816.1万 | 3.2万股 | $806.8万 | 3.3万股 | -1,119股-3.39% | 减仓 |
 沃尔玛WMT |
| 1.54% | 1.98% | $800.8万 | 7.1万股 | $987.6万 | 7.9万股 | -8,790股-11.06% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.49% | 1.51% | $776.0万 | 16.0万股 | $751.3万 | 15.6万股 | +3,881股+2.48% | 加仓 |
 微软MSFT |
| 1.49% | 1.52% | $775.8万 | 2.1万股 | $758.5万 | 2.0万股 | +305股+1.49% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.47% | 1.29% | $763.8万 | 1.9万股 | $639.9万 | 2.0万股 | -881股-4.38% | 减仓 |
 强生JNJ |
| 1.45% | 1.58% | $753.5万 | 3.0万股 | $786.3万 | 3.2万股 | -2,502股-7.78% | 减仓 |
 博通AVGO |
| 1.45% | 1.26% | $752.1万 | 2.0万股 | $629.1万 | 2.0万股 | -416股-2.05% | 减仓 |
 摩根大通JPM |
| 1.38% | 1.39% | $715.8万 | 2.2万股 | $689.6万 | 2.3万股 | -1,576股-6.72% | 减仓 |
 CHUBB LIMITEDCB |
| 1.34% | 1.35% | $693.9万 | 2.0万股 | $671.9万 | 2.1万股 | -251股-1.22% | 减仓 |
 亚马逊AMZN |
| 1.32% | 1.29% | $688.2万 | 2.9万股 | $643.9万 | 3.1万股 | -2,040股-6.60% | 减仓 |
 伊顿ETN |
| 1.32% | 1.19% | $685.4万 | 1.6万股 | $590.5万 | 1.7万股 | -425股-2.57% | 减仓 |
 联合太平洋铁路UNP |
| 1.22% | 1.15% | $633.6万 | 2.3万股 | $571.4万 | 2.4万股 | -257股-1.09% | 减仓 |
 家得宝HD |
| 1.13% | 1.07% | $588.8万 | 1.7万股 | $531.0万 | 1.6万股 | +550股+3.41% | 加仓 |
 摩托罗拉解决方案MSI |
| 1.1% | 1.18% | $570.2万 | 1.4万股 | $588.2万 | 1.4万股 | +174股+1.28% | 加仓 |
 联合健康UNH |
| 1.05% | 0.72% | $544.3万 | 1.3万股 | $358.3万 | 1.3万股 | -145股-1.10% | 减仓 |
 空气化工APD |
| 1.04% | 1.04% | $538.9万 | 1.8万股 | $519.9万 | 1.8万股 | +484股+2.70% | 加仓 |
 威瑞森VZ |
| 1.01% | 1.24% | $526.3万 | 12.4万股 | $618.9万 | 12.3万股 | +1,020股+0.83% | 加仓 |
 Phillips 66PSX |
| 0.99% | 1.69% | $515.8万 | 3.1万股 | $841.1万 | 4.6万股 | -1.6万股-33.92% | 减仓 |
 艾伯维ABBV |
| 0.99% | 0.85% | $512.4万 | 2.0万股 | $420.9万 | 1.9万股 | +1,009股+5.21% | 加仓 |
 芝加哥商品交易所CME |
| 0.95% | 1.32% | $494.9万 | 2.2万股 | $657.6万 | 2.2万股 | +148股+0.66% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.83% | 0.81% | $431.7万 | 6.4万股 | $402.7万 | 6.1万股 | +2,889股+4.71% | 加仓 |
| IiShares安硕信托IBHF |
| 0.8% | 0.8% | $413.9万 | 18.3万股 | $396.6万 | 17.3万股 | +9,934股+5.75% | 加仓 |
| V先锋领航·TOTALBND |
| 0.78% | 0.79% | $403.0万 | 5.5万股 | $393.6万 | 5.3万股 | +1,445股+2.70% | 加仓 |
 康菲石油COP |
| 0.72% | 1.81% | $372.1万 | 3.6万股 | $900.5万 | 6.8万股 | -3.2万股-47.53% | 减仓 |
 EntergyETR |
| 0.71% | 0.7% | $369.2万 | 3.2万股 | $348.6万 | 3.1万股 | +1,126股+3.63% | 加仓 |
| IiShares安硕信托IBDR |
| 0.65% | 0.66% | $338.5万 | 14.0万股 | $329.6万 | 13.6万股 | +3,727股+2.74% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.63% | — | $325.7万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 ZOETIS CL AZTS |
| 0.61% | 0.95% | $316.6万 | 4.4万股 | $473.8万 | 4.0万股 | +3,975股+9.92% | 加仓 |
 REALTY INCOME COMO |
| 0.6% | — | $312.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 达登饭店DRI |
| 0.58% | 0.56% | $301.3万 | 1.5万股 | $280.3万 | 1.4万股 | +327股+2.29% | 加仓 |
| GGlobal X基金SHLD |
| 0.58% | 0.51% | $299.6万 | 5.0万股 | $256.1万 | 3.6万股 | +1.4万股+38.78% | 加仓 |
 HCA医疗HCA |
| 0.48% | 0.61% | $250.0万 | 6,411股 | $303.3万 | 6,410股 | +1股+0.02% | 加仓 |
| S道富SPAB |
| 0.48% | 0.41% | $248.8万 | 9.7万股 | $204.4万 | 8.0万股 | +1.8万股+22.21% | 加仓 |
