| I景顺QQQ信托VOO |
| 19.45% | 20.11% | $8,422.5万 | 11.4万股 | $6,856.4万 | 11.9万股 | -4,417股-3.72% | 减仓 |
| S嘉信策略信托SCHD |
| 9% | 10.38% | $3,895.3万 | 122.8万股 | $3,540.7万 | 115.4万股 | +7.4万股+6.44% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.57% | 7.49% | $2,844.4万 | 39.9万股 | $2,552.2万 | 39.8万股 | +932股+0.23% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 4.48% | 0.98% | $1,940.5万 | 13.3万股 | $335.2万 | 2.6万股 | +10.6万股+406.57% | 加仓 |
| A美国世纪ETF信托AVEM |
| 4.45% | — | $1,928.1万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| S嘉信策略信托SCHF |
| 4.31% | 4.68% | $1,866.7万 | 67.4万股 | $1,594.3万 | 64.4万股 | +3.0万股+4.62% | 加仓 |
| V先锋领航指数基金VV |
| 3.81% | 4.03% | $1,651.6万 | 4.8万股 | $1,375.1万 | 4.6万股 | +2,012股+4.37% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.34% | 4.31% | $1,446.5万 | 14.0万股 | $1,469.3万 | 14.7万股 | -6,769股-4.60% | 减仓 |
| V先锋领航指数基金VUG |
| 2.92% | 2.92% | $1,264.8万 | 14.7万股 | $997.2万 | 2.3万股 | +12.4万股+543.14% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.46% | 2.59% | $1,065.2万 | 9.0万股 | $883.1万 | 9.0万股 | -677股-0.75% | 减仓 |
| AAvantis·U SAVUV |
| 2.16% | 2.43% | $934.6万 | 7.5万股 | $829.0万 | 7.5万股 | -134股-0.18% | 减仓 |
| IiShares安硕ESGE |
| 2.06% | 2.17% | $892.6万 | 16.3万股 | $738.6万 | 16.2万股 | +759股+0.47% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.63% | 1.83% | $707.4万 | 9.2万股 | $623.6万 | 8.1万股 | +1.1万股+14.14% | 加仓 |
| IiShares安硕信托IQLT |
| 1.5% | 1.77% | $648.1万 | 13.1万股 | $602.8万 | 13.0万股 | +407股+0.31% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.34% | 2.08% | $578.3万 | 3.7万股 | $709.1万 | 5.1万股 | -1.4万股-28.13% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.22% | 2.21% | $528.9万 | 1.0万股 | $753.9万 | 1.6万股 | -6,151股-37.79% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.19% | 1.34% | $516.6万 | 3.3万股 | $455.4万 | 3.3万股 | +1股+0.00% | 加仓 |
| S道富SPYV |
| 1.15% | 1.65% | $499.9万 | 8.2万股 | $561.6万 | 9.9万股 | -1.7万股-17.16% | 减仓 |
 苹果AAPL |
| 1.15% | 1.32% | $496.8万 | 1.7万股 | $450.3万 | 1.8万股 | -576股-3.25% | 减仓 |
| IiShares安硕IEMG |
| 1.14% | 1.3% | $495.2万 | 6.0万股 | $443.7万 | 6.4万股 | -3,836股-6.03% | 减仓 |
| IiShares安硕信托AGG |
| 0.99% | 1.11% | $426.6万 | 4.3万股 | $380.0万 | 3.8万股 | +4,822股+12.60% | 加仓 |
| IiShares安硕信托TLT |
| 0.98% | 1.09% | $423.9万 | 4.9万股 | $372.1万 | 4.3万股 | +6,124股+14.27% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.91% | 1.02% | $396.0万 | 4.1万股 | $348.9万 | 3.9万股 | +1,721股+4.37% | 加仓 |
| V先锋领航·MIDVO |
| 0.88% | 0.88% | $379.4万 | 4.7万股 | $298.8万 | 1.0万股 | +3.7万股+352.62% | 加仓 |
| V先锋领航指数基金VTV |
| 0.84% | — | $365.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| PPNC FINL SVCS COMVXF |
| 0.83% | 0.99% | $357.7万 | 1.5万股 | $336.4万 | 1.6万股 | -1,635股-10.12% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.72% | 0.81% | $312.2万 | 3.1万股 | $274.9万 | 2.7万股 | +3,636股+13.30% | 加仓 |
| V先锋领航指数基金VOT |
| 0.67% | 0.72% | $290.4万 | 9,481股 | $244.0万 | 9,481股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.6% | 0.54% | $259.4万 | 1.7万股 | $182.5万 | 1.5万股 | +2,810股+19.14% | 加仓 |
 英伟达NVDA |
| 0.58% | 0.62% | $251.3万 | 1.3万股 | $211.7万 | 1.2万股 | +416股+3.43% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.51% | 0.61% | $222.5万 | 1.4万股 | $206.7万 | 1.4万股 | +242股+1.71% | 加仓 |
| G通用动力VTI |
| 0.47% | 0.42% | $204.8万 | 5,536股 | $142.3万 | 4,434股 | +1,102股+24.85% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.44% | 0.44% | $191.9万 | 9,709股 | $150.1万 | 8,143股 | +1,566股+19.23% | 加仓 |
| IiShares安硕信托IVV |
| 0.44% | 0.38% | $189.5万 | 2,530股 | $129.9万 | 1,988股 | +542股+27.26% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTHYF |
| 0.44% | 0.48% | $188.9万 | 3.7万股 | $162.3万 | 3.2万股 | +4,821股+15.15% | 加仓 |
| V先锋领航指数基金VBK |
| 0.42% | 0.38% | $183.5万 | 5,018股 | $129.6万 | 4,289股 | +729股+17.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.41% | $176.0万 | 4,980股 | $140.1万 | 4,885股 | +95股+1.94% | 加仓 |
 博通AVGO |
| 0.39% | 0.39% | $167.9万 | 4,444股 | $134.3万 | 4,338股 | +106股+2.44% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.38% | 0.35% | $165.5万 | 1.2万股 | $120.5万 | 1.0万股 | +1,939股+19.06% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.37% | 0.45% | $161.7万 | 2.0万股 | $154.1万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 0.37% | 0.4% | $159.4万 | 1.5万股 | $137.2万 | 1.3万股 | +2,018股+16.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.33% | $149.8万 | 2,006股 | $112.8万 | 1,734股 | +272股+15.69% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.34% | 0.42% | $148.1万 | 2.9万股 | $143.3万 | 2.9万股 | +562股+1.96% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.32% | 0.36% | $138.9万 | 2.0万股 | $124.1万 | 2.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.32% | 0.3% | $137.6万 | 3,851股 | $103.8万 | 3,611股 | +240股+6.65% | 加仓 |
 特斯拉TSLA |
| 0.32% | 0.35% | $137.3万 | 3,264股 | $117.8万 | 3,170股 | +94股+2.97% | 加仓 |
 亚马逊AMZN |
| 0.31% | 0.31% | $136.1万 | 5,712股 | $107.0万 | 5,139股 | +573股+11.15% | 加仓 |
| IiShares安硕信托USRT |
| 0.3% | 0.31% | $128.4万 | 1.9万股 | $105.9万 | 1.8万股 | +1,431股+8.00% | 加仓 |
| IiShares安硕信托GVI |
| 0.28% | 0.36% | $121.4万 | 1.1万股 | $121.1万 | 1.1万股 | +29股+0.25% | 加仓 |
 微软MSFT |
| 0.28% | 0.29% | $120.9万 | 3,241股 | $100.0万 | 2,702股 | +539股+19.95% | 加仓 |
