| V先锋领航指数基金VV |
| 10.11% | 10.59% | $1,541.9万 | 5.2万股 | $1,616.8万 | 5.1万股 | +236股+0.46% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.93% | 8.94% | $1,362.0万 | 21.3万股 | $1,364.5万 | 21.8万股 | -5,873股-2.69% | 减仓 |
| V先锋领航·MIDVO |
| 7.29% | 7.31% | $1,112.0万 | 3.9万股 | $1,115.8万 | 3.8万股 | +274股+0.71% | 加仓 |
| V先锋领航指数基金VB |
| 6.94% | 6.94% | $1,057.8万 | 4.0万股 | $1,059.6万 | 4.1万股 | -689股-1.68% | 减仓 |
| V先锋领航指数基金VNQ |
| 6.81% | 6.68% | $1,038.8万 | 11.7万股 | $1,020.2万 | 11.5万股 | +1,832股+1.59% | 加仓 |
| V先锋领航·TOTALBND |
| 4.23% | 4.18% | $644.3万 | 8.7万股 | $638.1万 | 8.6万股 | +1,352股+1.57% | 加仓 |
| IiShares安硕信托TIP |
| 4.11% | 4.06% | $626.4万 | 5.7万股 | $619.9万 | 5.6万股 | +366股+0.65% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.59% | 3.7% | $547.2万 | 11.4万股 | $564.3万 | 11.7万股 | -2,892股-2.48% | 减仓 |
| IIshares U.S. Etf Trust Bloomberg Roll Select Commodity StrategyCMDY |
| 3.57% | 2.98% | $544.4万 | 9.2万股 | $454.9万 | 9.3万股 | -1,469股-1.57% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 2.79% | 2.69% | $425.8万 | 22.8万股 | $410.7万 | 21.8万股 | +1.0万股+4.65% | 加仓 |
| I景顺自营指数基金BSCQ |
| 2.74% | 2.67% | $418.4万 | 21.4万股 | $406.8万 | 20.8万股 | +6,420股+3.09% | 加仓 |
| I景顺自营指数基金BSCS |
| 2.71% | 2.6% | $412.8万 | 20.2万股 | $396.3万 | 19.2万股 | +9,761股+5.07% | 加仓 |
| I景顺自营指数基金BSCU |
| 2.54% | 2.58% | $387.8万 | 23.2万股 | $394.3万 | 23.3万股 | -1,076股-0.46% | 减仓 |
| I景顺自营指数基金BSCR |
| 2.54% | 2.45% | $387.0万 | 19.7万股 | $374.2万 | 19.0万股 | +7,633股+4.03% | 加仓 |
| I景顺自营指数基金BSCV |
| 2.34% | 2.37% | $357.0万 | 21.7万股 | $361.1万 | 21.6万股 | +617股+0.29% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 1.81% | 1.84% | $276.6万 | 11.9万股 | $281.2万 | 12.0万股 | -1,134股-0.94% | 减仓 |
| I景顺自营指数基金BSJR |
| 1.81% | 1.81% | $275.5万 | 12.3万股 | $276.1万 | 12.2万股 | +1,099股+0.90% | 加仓 |
| V先锋领航债券指数基金BLV |
| 1.63% | 1.63% | $247.8万 | 3.6万股 | $249.5万 | 3.6万股 | +138股+0.38% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.57% | 1.41% | $239.1万 | 2.5万股 | $215.2万 | 2.2万股 | +2,211股+9.87% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.34% | 1.34% | $204.5万 | 5.0万股 | $204.7万 | 5.1万股 | -642股-1.27% | 减仓 |
| IiShares安硕信托AGG |
| 1.11% | 1.12% | $169.7万 | 1.7万股 | $171.5万 | 1.7万股 | -76股-0.44% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.1% | 1% | $168.4万 | 3.4万股 | $152.1万 | 3.0万股 | +3,231股+10.62% | 加仓 |
| S嘉信·USSCHP |
| 0.89% | 0.89% | $135.3万 | 5.1万股 | $136.3万 | 5.1万股 | -616股-1.20% | 减仓 |
| I景顺自营指数基金BSCW |
| 0.88% | 0.85% | $133.9万 | 6.5万股 | $129.1万 | 6.2万股 | +3,220股+5.21% | 加仓 |
 苹果AAPL |
| 0.85% | 0.91% | $129.9万 | 5,120股 | $139.2万 | 5,120股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.79% | 0.79% | $120.3万 | 5.2万股 | $120.7万 | 5.3万股 | -279股-0.53% | 减仓 |
 谷歌AGOOGL |
| 0.78% | 0.87% | $118.8万 | 4,130股 | $133.5万 | 4,265股 | -135股-3.17% | 减仓 |
| IiShares安硕信托IBTI |
| 0.75% | 0.74% | $114.9万 | 5.2万股 | $113.4万 | 5.1万股 | +857股+1.69% | 加仓 |
| IiShares安硕信托IBTH |
| 0.7% | 0.68% | $106.1万 | 4.7万股 | $104.0万 | 4.6万股 | +1,056股+2.28% | 加仓 |
| I景顺QQQ信托VOO |
| 0.67% | 0.71% | $102.2万 | 1,770股 | $108.9万 | 1,772股 | -2股-0.11% | 减仓 |
| IiShares安硕·COREIJR |
| 0.54% | 0.52% | $82.6万 | 6,641股 | $79.9万 | 6,646股 | -5股-0.08% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.54% | 0.54% | $81.6万 | 1.6万股 | $82.3万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.53% | 0.56% | $80.5万 | 1,232股 | $84.7万 | 1,237股 | -5股-0.40% | 减仓 |
| IiShares安硕信托ICF |
| 0.49% | 0.55% | $74.7万 | 1.2万股 | $83.3万 | 1.4万股 | -1,895股-13.57% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.48% | 0.46% | $72.8万 | 1.6万股 | $70.2万 | 1.5万股 | +1,071股+6.99% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.44% | 0.44% | $67.5万 | 3,519股 | $67.4万 | 3,519股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.42% | 0.42% | $64.1万 | 9,488股 | $63.9万 | 9,684股 | -196股-2.02% | 减仓 |
| PPRIMORIS SVCSPRIM |
| 0.37% | 0.32% | $56.9万 | 3,976股 | $49.4万 | 3,976股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.37% | 0.39% | $56.8万 | 1,772股 | $59.4万 | 1,772股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSMU |
| 0.36% | 0.37% | $55.6万 | 2.5万股 | $56.2万 | 2.5万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSMQ |
| 0.35% | 0.35% | $54.0万 | 2.3万股 | $54.1万 | 2.3万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSMT |
| 0.35% | 0.35% | $53.7万 | 2.3万股 | $53.9万 | 2.3万股 | +42股+0.18% | 加仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.35% | $50.4万 | 844股 | $54.1万 | 862股 | -18股-2.09% | 减仓 |
| I景顺自营指数基金BSMS |
| 0.33% | 0.33% | $50.4万 | 2.2万股 | $50.6万 | 2.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.48% | $47.6万 | 993股 | $73.8万 | 1,468股 | -475股-32.36% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.3% | 0.31% | $45.2万 | 8,359股 | $47.0万 | 8,739股 | -380股-4.35% | 减仓 |
| I景顺自营指数基金BSMR |
| 0.27% | 0.27% | $41.7万 | 1.8万股 | $41.7万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.2% | 0.23% | $31.2万 | 732股 | $34.6万 | 732股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.2% | 0.24% | $31.1万 | 338股 | $36.3万 | 338股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.2% | 0.22% | $30.4万 | 1,462股 | $33.7万 | 1,462股 | 00.00% | 持仓不变 |
