| IiShares安硕信托ITOT |
| 11.63% | 11.2% | $2,722.2万 | 16.6万股 | $2,297.9万 | 16.1万股 | +4,376股+2.71% | 加仓 |
| V先锋领航·TOTALBND |
| 11.14% | 12.2% | $2,608.5万 | 35.5万股 | $2,503.2万 | 34.0万股 | +1.5万股+4.53% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.52% | 10.17% | $2,464.2万 | 34.6万股 | $2,085.7万 | 32.5万股 | +2.0万股+6.26% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.28% | 4.81% | $1,002.1万 | 20.7万股 | $986.3万 | 20.5万股 | +1,650股+0.80% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.18% | 4.37% | $978.9万 | 16.4万股 | $897.3万 | 16.6万股 | -2,002股-1.21% | 减仓 |
| IiShares安硕信托IVV |
| 3.5% | 3.49% | $818.7万 | 1.1万股 | $715.5万 | 1.1万股 | -21股-0.19% | 减仓 |
| I景顺·GLOBAL LISTED PRIVATE EQUITY ETFPSP |
| 3.48% | 3.62% | $815.2万 | 14.6万股 | $743.7万 | 13.2万股 | +1.5万股+11.23% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.97% | 2.8% | $695.3万 | 7.2万股 | $574.4万 | 6.5万股 | +7,341股+11.34% | 加仓 |
| IiShares安硕信托GVI |
| 2.69% | 2.97% | $629.6万 | 5.9万股 | $608.4万 | 5.7万股 | +1,186股+2.07% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 2.14% | 2.3% | $502.2万 | 3.3万股 | $471.1万 | 3.2万股 | +234股+0.72% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.13% | 2.25% | $499.8万 | 9.9万股 | $462.5万 | 9.2万股 | +6,345股+6.87% | 加仓 |
 苹果AAPL |
| 2.12% | 1.9% | $495.4万 | 1.7万股 | $390.0万 | 1.5万股 | +1,751股+11.39% | 加仓 |
 英伟达NVDA |
| 2.07% | 1.84% | $485.3万 | 2.4万股 | $377.2万 | 2.2万股 | +2,626股+12.14% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.53% | 1.36% | $359.0万 | 3.3万股 | $278.0万 | 3.0万股 | +2,919股+9.61% | 加仓 |
| IiShares安硕信托IEFA |
| 1.5% | 1.63% | $351.0万 | 3.6万股 | $334.9万 | 3.7万股 | -651股-1.76% | 减仓 |
| IiShares安硕信托PFF |
| 1.46% | 1.48% | $340.9万 | 11.2万股 | $304.3万 | 10.0万股 | +1.1万股+11.41% | 加仓 |
 微软MSFT |
| 1.41% | 1.41% | $330.9万 | 8,870股 | $289.9万 | 7,831股 | +1,039股+13.27% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.31% | 1.31% | $307.5万 | 6.9万股 | $267.8万 | 6.0万股 | +8,317股+13.80% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.3% | 1.46% | $304.8万 | 3.9万股 | $298.8万 | 3.8万股 | +1,009股+2.65% | 加仓 |
| IiShares安硕信托AGG |
| 1.16% | 1.39% | $271.7万 | 2.7万股 | $285.8万 | 2.9万股 | -1,339股-4.65% | 减仓 |
| S嘉信·USSCHP |
| 1.02% | 1.16% | $239.2万 | 9.0万股 | $237.5万 | 8.9万股 | +1,018股+1.14% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.01% | 1.14% | $237.6万 | 7.7万股 | $232.9万 | 7.6万股 | +1,333股+1.76% | 加仓 |
 谷歌AGOOGL |
| 0.98% | 0.82% | $229.3万 | 6,417股 | $168.5万 | 5,860股 | +557股+9.51% | 加仓 |
 亚马逊AMZN |
| 0.95% | 0.88% | $223.6万 | 9,380股 | $181.3万 | 8,707股 | +673股+7.73% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.85% | 1.08% | $199.9万 | 12.6万股 | $221.2万 | 12.8万股 | -1,834股-1.44% | 减仓 |
 博通AVGO |
| 0.84% | 0.71% | $196.4万 | 5,200股 | $145.2万 | 4,690股 | +510股+10.87% | 加仓 |
| IISHARES U.S. INSURANCE ETFIAK |
| 0.81% | 1.02% | $189.4万 | 6.2万股 | $208.6万 | 6.2万股 | +684股+1.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.67% | $188.6万 | 5,338股 | $138.1万 | 4,813股 | +525股+10.91% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.77% | 0.84% | $179.2万 | 8.8万股 | $172.9万 | 8.5万股 | +3,253股+3.84% | 加仓 |
| IiShares安硕IEMG |
| 0.73% | 0.71% | $171.2万 | 2.1万股 | $145.5万 | 2.1万股 | -197股-0.94% | 减仓 |
| IiShares安硕信托EMB |
| 0.62% | 0.68% | $146.2万 | 1.5万股 | $139.5万 | 1.5万股 | +311股+2.09% | 加仓 |
| G通用动力VTI |
| 0.62% | 0.62% | $146.2万 | 3,950股 | $127.5万 | 3,975股 | -25股-0.63% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.62% | 0.59% | $144.9万 | 6,552股 | $120.7万 | 6,366股 | +186股+2.92% | 加仓 |
 特斯拉TSLA |
| 0.53% | 0.51% | $124.5万 | 2,960股 | $103.8万 | 2,791股 | +169股+6.06% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.52% | 0.57% | $122.8万 | 1.3万股 | $117.9万 | 1.2万股 | +424股+3.44% | 加仓 |
 礼来LLY |
| 0.52% | 0.42% | $122.5万 | 1,021股 | $85.5万 | 930股 | +91股+9.78% | 加仓 |
 Meta平台META |
| 0.51% | 0.53% | $120.3万 | 2,135股 | $108.7万 | 1,900股 | +235股+12.37% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.49% | 0.55% | $115.7万 | 2.3万股 | $113.3万 | 2.2万股 | +563股+2.53% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.49% | 0.53% | $114.9万 | 1.4万股 | $109.5万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.47% | 0.53% | $110.3万 | 2.2万股 | $108.8万 | 2.2万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.44% | 0.16% | $103.9万 | 900股 | $31.8万 | 942股 | -42股-4.46% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.39% | $96.9万 | 2,960股 | $80.2万 | 2,725股 | +235股+8.62% | 加仓 |
 台积电TSM |
| 0.39% | 0.24% | $90.9万 | 1,903股 | $48.6万 | 1,437股 | +466股+32.43% | 加仓 |
| IiShares安硕信托GVI |
| 0.38% | 0.42% | $88.5万 | 8,308股 | $86.2万 | 8,094股 | +214股+2.64% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.37% | 0.39% | $87.0万 | 3.7万股 | $79.0万 | 3.7万股 | -2股-0.01% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.35% | $86.5万 | 1,729股 | $72.4万 | 1,510股 | +219股+14.50% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.36% | 0.41% | $83.7万 | 3.6万股 | $84.0万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICVT |
| 0.34% | 0.33% | $80.7万 | 6,629股 | $68.2万 | 6,697股 | -68股-1.02% | 减仓 |
 AMD超威AMD |
| 0.33% | 0.12% | $76.4万 | 1,316股 | $25.4万 | 1,249股 | +67股+5.36% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.31% | 0.33% | $73.2万 | 1.5万股 | $68.0万 | 1.5万股 | -381股-2.56% | 减仓 |
