| V先锋领航全球基金ESGV |
| 5.65% | 6.09% | $7,775.0万 | 69.3万股 | $8,400.2万 | 69.4万股 | -1,635股-0.24% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 4.02% | 4.41% | $5,538.2万 | 44.3万股 | $6,080.7万 | 45.9万股 | -1.7万股-3.61% | 减仓 |
| A美国世纪ETF信托AVUS |
| 3.81% | 3.92% | $5,246.4万 | 47.2万股 | $5,410.4万 | 48.4万股 | -1.2万股-2.47% | 减仓 |
| V先锋领航全球基金VSGX |
| 3.61% | 4.37% | $4,975.2万 | 69.4万股 | $6,025.7万 | 84.1万股 | -14.7万股-17.53% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 3.22% | 2.92% | $4,434.1万 | 46.5万股 | $4,020.0万 | 41.8万股 | +4.7万股+11.16% | 加仓 |
 AFFIRM COM CL AAFRM |
| 3.08% | 4.99% | $4,236.6万 | 92.5万股 | $6,882.6万 | 92.5万股 | -83股-0.01% | 减仓 |
 强生JNJ |
| 3.04% | 2.55% | $4,182.8万 | 17.1万股 | $3,518.2万 | 17.0万股 | +1,112股+0.65% | 加仓 |
| IiShares安硕信托LQD |
| 2.41% | 1.91% | $3,321.5万 | 30.5万股 | $2,631.7万 | 23.9万股 | +6.6万股+27.64% | 加仓 |
| S道富SPYM |
| 2.33% | 2.4% | $3,206.4万 | 41.9万股 | $3,315.2万 | 41.3万股 | +6,257股+1.52% | 加仓 |
 苹果AAPL |
| 2.2% | 2.44% | $3,025.1万 | 11.9万股 | $3,370.2万 | 12.4万股 | -4,930股-3.97% | 减仓 |
 亚马逊AMZN |
| 1.97% | 2.23% | $2,708.0万 | 13.0万股 | $3,072.1万 | 13.3万股 | -3,073股-2.31% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 1.95% | 1.44% | $2,684.0万 | 59.4万股 | $1,984.5万 | 43.4万股 | +16.0万股+36.81% | 加仓 |
| S嘉信策略信托SCHD |
| 1.75% | 1.6% | $2,413.5万 | 78.7万股 | $2,201.9万 | 80.3万股 | -1.6万股-2.00% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.45% | 1.7% | $1,994.6万 | 26.3万股 | $2,350.2万 | 31.4万股 | -5.0万股-16.07% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.27% | 1.67% | $1,752.1万 | 34.4万股 | $2,302.5万 | 45.5万股 | -11.1万股-24.38% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.25% | 1.36% | $1,719.1万 | 59.0万股 | $1,874.8万 | 57.4万股 | +1.6万股+2.85% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.13% | 1.24% | $1,555.1万 | 24.3万股 | $1,706.5万 | 25.7万股 | -1.3万股-5.24% | 减仓 |
 微软MSFT |
| 1.12% | 1.42% | $1,545.5万 | 4.2万股 | $1,951.8万 | 4.0万股 | +1,393股+3.45% | 加仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 1.12% | 0.73% | $1,535.9万 | 33.9万股 | $1,007.4万 | 22.0万股 | +12.0万股+54.49% | 加仓 |
| SSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFIBND |
| 1.04% | — | $1,438.8万 | 46.3万股 | $0 | 0股 | +46.3万股 | 新买入 |
| V先锋领航国际股票指数基金VGK |
| 1% | 1.15% | $1,370.5万 | 16.6万股 | $1,590.2万 | 19.0万股 | -2.4万股-12.55% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.93% | 0.96% | $1,285.9万 | 2.7万股 | $1,329.3万 | 2.6万股 | +395股+1.49% | 加仓 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 0.92% | 0.41% | $1,260.5万 | 30.9万股 | $572.0万 | 13.8万股 | +17.1万股+124.58% | 加仓 |
 霍尼韦尔HON |
| 0.9% | 0.58% | $1,235.5万 | 5.5万股 | $803.9万 | 4.1万股 | +1.3万股+32.65% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.89% | — | $1,232.1万 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
 英伟达NVDA |
| 0.88% | 0.92% | $1,218.6万 | 7.0万股 | $1,272.8万 | 6.8万股 | +1,631股+2.39% | 加仓 |
 GE VernovaGEV |
| 0.83% | 0.02% | $1,139.3万 | 1.3万股 | $20.7万 | 317股 | +1.3万股+4,017.35% | 加仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.76% | $1,139.0万 | 1.9万股 | $1,051.0万 | 1.7万股 | +2,301股+13.73% | 加仓 |
| IISHARES MSCI WORLD SMALL-CAP ETFWSML |
| 0.82% | — | $1,125.7万 | 36.2万股 | $0 | 0股 | +36.2万股 | 新买入 |
| IiShares安硕信托IXJ |
| 0.81% | 1.04% | $1,119.6万 | 12.0万股 | $1,430.4万 | 14.7万股 | -2.7万股-18.46% | 减仓 |
| V先锋领航指数基金VUG |
| 0.78% | 0.89% | $1,072.5万 | 2.5万股 | $1,233.5万 | 2.5万股 | -736股-2.91% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNHEQT |
| 0.76% | 0.77% | $1,051.7万 | 33.4万股 | $1,062.5万 | 33.2万股 | +2,374股+0.72% | 加仓 |
| WWisdomTree信托GCC |
| 0.76% | 0.69% | $1,044.2万 | 43.6万股 | $949.9万 | 44.9万股 | -1.3万股-2.85% | 减仓 |
 麦当劳MCD |
| 0.66% | 0.64% | $903.5万 | 2.9万股 | $886.2万 | 2.9万股 | +75股+0.26% | 加仓 |
| I景顺自营指数基金BSJT |
| 0.64% | 0.66% | $880.6万 | 41.9万股 | $909.8万 | 42.1万股 | -2,755股-0.65% | 减仓 |
| IiShares安硕信托TLT |
| 0.62% | 0.53% | $859.1万 | 9.9万股 | $732.4万 | 8.4万股 | +1.5万股+17.95% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 0.62% | 0.62% | $856.7万 | 37.0万股 | $848.1万 | 36.3万股 | +6,341股+1.75% | 加仓 |
| I景顺自营指数基金BSJS |
| 0.6% | 0.61% | $832.4万 | 38.4万股 | $839.7万 | 38.1万股 | +2,641股+0.69% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.59% | 0.61% | $811.2万 | 3.8万股 | $846.7万 | 3.9万股 | -807股-2.09% | 减仓 |
 谷歌AGOOGL |
| 0.59% | 0.63% | $809.4万 | 2.8万股 | $866.4万 | 2.8万股 | +468股+1.69% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.61% | $790.0万 | 1.2万股 | $841.7万 | 1.2万股 | -196股-1.59% | 减仓 |
| XXTRCKR MSCI AL WRLD EX US HDGD ETFDBAW |
| 0.56% | 0.51% | $770.5万 | 18.0万股 | $697.1万 | 16.9万股 | +1.2万股+7.00% | 加仓 |
| I景顺自营指数基金BSJV |
| 0.53% | 0.53% | $734.3万 | 28.3万股 | $734.4万 | 27.5万股 | +7,973股+2.90% | 加仓 |
| I景顺QQQ信托VOO |
| 0.53% | 0.56% | $725.4万 | 1.3万股 | $777.7万 | 1.3万股 | -92股-0.73% | 减仓 |
 贝莱德·INC COMBLK |
| 0.52% | 0.58% | $715.8万 | 7,444股 | $795.7万 | 7,434股 | +10股+0.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.46% | 0.48% | $639.9万 | 10.0万股 | $667.4万 | 10.7万股 | -6,969股-6.52% | 减仓 |
| AAMPLIFY ETF TRDIVO |
| 0.46% | 0.38% | $637.1万 | 14.2万股 | $520.2万 | 11.7万股 | +2.5万股+21.50% | 加仓 |
| IiShares安硕信托IVV |
| 0.45% | 0.52% | $620.0万 | 9,492股 | $716.1万 | 1.0万股 | -964股-9.22% | 减仓 |
 埃克森美孚XOM |
| 0.44% | 0.33% | $606.8万 | 3.6万股 | $461.8万 | 3.8万股 | -2,610股-6.80% | 减仓 |
| F富兰克林邓普顿ETF信托FLCH |
| 0.4% | 0.56% | $553.6万 | 24.7万股 | $776.1万 | 32.6万股 | -7.9万股-24.15% | 减仓 |
