| V先锋领航指数基金VOO |
| 25.7% | 24.29% | $7,776.5万 | 11.3万股 | $6,775.1万 | 11.3万股 | -154股-0.14% | 减仓 |
| G通用动力VTI |
| 11.73% | 11.45% | $3,549.8万 | 9.6万股 | $3,194.0万 | 10.0万股 | -3,629股-3.65% | 减仓 |
| V先锋领航STAR基金VXUS |
| 6.57% | 6.44% | $1,988.1万 | 23.3万股 | $1,797.1万 | 23.3万股 | -502股-0.22% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.09% | — | $1,844.5万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| V先锋领航债券指数基金VUSB |
| 5.83% | 6.43% | $1,763.4万 | 35.4万股 | $1,793.2万 | 36.0万股 | -5,964股-1.66% | 减仓 |
| V先锋领航指数基金VB |
| 4.69% | 4.45% | $1,419.3万 | 4.7万股 | $1,240.9万 | 4.7万股 | -553股-1.17% | 减仓 |
| V先锋领航·MIDVO |
| 3.83% | 3.87% | $1,157.6万 | 14.4万股 | $1,078.0万 | 3.8万股 | +10.6万股+282.77% | 加仓 |
| F富达Covington信托FIDI |
| 3.08% | 3.44% | $933.1万 | 34.1万股 | $959.9万 | 34.8万股 | -6,798股-1.96% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.68% | 2.68% | $810.3万 | 8.4万股 | $747.1万 | 8.4万股 | -201股-0.24% | 减仓 |
| SSPDR道富指数基金SPEM |
| 2.61% | 2.59% | $788.4万 | 15.2万股 | $721.7万 | 15.4万股 | -1,593股-1.04% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 2.59% | 7.15% | $784.9万 | 7.6万股 | $1,992.6万 | 23.5万股 | -15.9万股-67.60% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.32% | 2.5% | $702.1万 | 12.1万股 | $696.7万 | 11.9万股 | +1,610股+1.35% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.96% | 1.94% | $592.9万 | 2.0万股 | $540.1万 | 2.0万股 | -2股-0.01% | 减仓 |
| V先锋领航全球基金VPU |
| 1.79% | 3.14% | $540.3万 | 2.8万股 | $875.3万 | 4.4万股 | -1.7万股-37.51% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.46% | 1.38% | $442.4万 | 1.6万股 | $386.0万 | 1.6万股 | -165股-1.01% | 减仓 |
| SSTATE STREET ULTRA SHORTTERM BOND ETFULST |
| 1.42% | 1.56% | $428.9万 | 10.6万股 | $435.7万 | 10.8万股 | -1,483股-1.38% | 减仓 |
| G高盛ETF信托GCOR |
| 1.28% | 1.39% | $387.3万 | 9.4万股 | $388.5万 | 9.4万股 | +83股+0.09% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.17% | — | $354.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| S道富XLI |
| 1.15% | — | $347.8万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IiShares安硕信托ICSH |
| 1.13% | 1.22% | $341.4万 | 6.7万股 | $339.7万 | 6.7万股 | +385股+0.57% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.12% | 1.21% | $339.4万 | 6.5万股 | $336.7万 | 6.4万股 | +697股+1.09% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.08% | — | $325.5万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| V先锋领航·TOTALBND |
| 1.02% | 1.21% | $310.1万 | 4.2万股 | $336.5万 | 4.6万股 | -3,459股-7.57% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.01% | — | $305.0万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 0.95% | 0.89% | $288.4万 | 2.0万股 | $249.3万 | 2.0万股 | +139股+0.70% | 加仓 |
| I景顺交易所交易基金IISPHD |
| 0.94% | 1.03% | $285.4万 | 5.6万股 | $286.8万 | 5.8万股 | -1,680股-2.91% | 减仓 |
 苹果AAPL |
| 0.85% | 0.82% | $257.9万 | 8,911股 | $227.8万 | 8,974股 | -63股-0.70% | 减仓 |
| IiShares安硕信托IWD |
| 0.67% | 0.64% | $204.2万 | 8,424股 | $178.9万 | 8,373股 | +51股+0.61% | 加仓 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 0.5% | 0.58% | $151.6万 | 5.2万股 | $162.4万 | 5.6万股 | -3,739股-6.68% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.4% | 0.47% | $122.1万 | 1.8万股 | $130.3万 | 2.0万股 | -1,686股-8.50% | 减仓 |
| WWisdomTree信托AGGY |
| 0.35% | 0.4% | $106.2万 | 2.4万股 | $111.3万 | 2.6万股 | -1,187股-4.63% | 减仓 |
| GGlobal X基金PFFD |
| 0.23% | 0.29% | $69.3万 | 3.7万股 | $80.0万 | 4.4万股 | -6,446股-14.82% | 减仓 |
 亚马逊AMZN |
| 0.22% | 0.21% | $67.3万 | 2,822股 | $58.8万 | 2,822股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.22% | 0.21% | $66.0万 | 7,507股 | $58.5万 | 1,591股 | +5,916股+371.84% | 加仓 |
| IiShares安硕信托IVV |
| 0.21% | 0.2% | $64.0万 | 855股 | $55.8万 | 855股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.17% | $53.9万 | 722股 | $46.9万 | 722股 | 00.00% | 持仓不变 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.17% | 0.23% | $51.5万 | 1.4万股 | $65.4万 | 1.8万股 | -3,834股-21.60% | 减仓 |
| IiShares安硕信托SHYG |
| 0.16% | 0.2% | $47.2万 | 1.1万股 | $54.5万 | 1.3万股 | -1,747股-13.57% | 减仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.13% | 0.12% | $38.8万 | 1.0万股 | $34.0万 | 1.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.1% | 0.11% | $31.5万 | 845股 | $31.3万 | 845股 | 00.00% | 持仓不变 |
| RRBB FDXBIL |
| 0.09% | 0.13% | $27.2万 | 5,440股 | $36.5万 | 7,301股 | -1,861股-25.49% | 减仓 |
 礼来LLY |
| 0.09% | 0.07% | $26.8万 | 224股 | $20.6万 | 224股 | 00.00% | 持仓不变 |
| IINSPIRE 100 ETFBIBL |
| 0.08% | 0.07% | $25.0万 | 4,324股 | $20.7万 | 4,383股 | -59股-1.35% | 减仓 |
 摩根大通JPM |
| 0.08% | 0.08% | $23.3万 | 712股 | $20.9万 | 712股 | 00.00% | 持仓不变 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 0.07% | 0.1% | $22.6万 | 4,958股 | $26.8万 | 5,921股 | -963股-16.26% | 减仓 |
