| G通用动力VTI |
| 20.92% | 21.41% | $9,582.2万 | 25.9万股 | $9,026.7万 | 26.9万股 | -1.0万股-3.82% | 减仓 |
| V先锋领航·TOTALBND |
| 10.05% | 19.08% | $4,604.9万 | 62.7万股 | $8,043.3万 | 108.6万股 | -45.9万股-42.23% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 8.83% | 8.96% | $4,043.4万 | 48.3万股 | $3,778.3万 | 51.4万股 | -3.1万股-6.01% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 7.35% | 3% | $3,367.0万 | 66.5万股 | $1,264.2万 | 25.0万股 | +41.4万股+165.51% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 5.63% | 6.26% | $2,576.6万 | 8.5万股 | $2,638.5万 | 10.4万股 | -1.9万股-18.48% | 减仓 |
| V先锋领航全球基金MGV |
| 5.23% | 5.46% | $2,393.8万 | 14.6万股 | $2,304.3万 | 16.3万股 | -1.7万股-10.28% | 减仓 |
| IiShares黄金信托IAU |
| 5.05% | 7.29% | $2,312.0万 | 30.6万股 | $3,074.0万 | 37.9万股 | -7.3万股-19.15% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 4.88% | 4.87% | $2,234.5万 | 49.7万股 | $2,054.6万 | 45.0万股 | +4.7万股+10.45% | 加仓 |
| FFranklin Templeton ETF TrustDIVI |
| 3.87% | 3.59% | $1,772.3万 | 41.5万股 | $1,514.7万 | 38.9万股 | +2.5万股+6.52% | 加仓 |
| S道富SPIB |
| 3.8% | 2.24% | $1,739.7万 | 52.0万股 | $942.6万 | 27.9万股 | +24.1万股+86.50% | 加仓 |
| IiShares安硕信托ICSH |
| 3.7% | — | $1,695.7万 | 33.5万股 | $0 | 0股 | +33.5万股 | 新买入 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 2.93% | — | $1,339.7万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| B贝莱德ETF信托IALT |
| 2.47% | — | $1,130.7万 | 40.3万股 | $0 | 0股 | +40.3万股 | 新买入 |
| A美国世纪ETF信托AVEM |
| 2.22% | 1.64% | $1,018.6万 | 10.6万股 | $690.5万 | 9.0万股 | +1.6万股+17.74% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 2.06% | — | $943.8万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| I景顺QQQ信托VOO |
| 1.95% | 1.83% | $891.6万 | 1.2万股 | $770.6万 | 1.3万股 | -437股-3.48% | 减仓 |
| SSPDR道富系列信托SPTL |
| 1.89% | 1.34% | $863.4万 | 32.9万股 | $565.9万 | 21.4万股 | +11.5万股+53.97% | 加仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 1.52% | — | $694.0万 | 22.2万股 | $0 | 0股 | +22.2万股 | 新买入 |
| AAvantis·U SAVUV |
| 1.49% | — | $681.3万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.76% | 0.7% | $349.5万 | 3.4万股 | $293.8万 | 3.1万股 | +2,654股+8.49% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 0.5% | 0.7% | $230.1万 | 5.3万股 | $295.8万 | 7.1万股 | -1.8万股-25.48% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.46% | 0.74% | $208.7万 | 6.2万股 | $312.4万 | 9.6万股 | -3.4万股-35.61% | 减仓 |
 苹果AAPL |
| 0.39% | 0.4% | $180.1万 | 6,225股 | $169.2万 | 6,225股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.57% | $162.1万 | 3,240股 | $239.4万 | 4,763股 | -1,523股-31.98% | 减仓 |
 微软MSFT |
| 0.33% | 0.72% | $152.3万 | 4,083股 | $302.1万 | 6,247股 | -2,164股-34.64% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.3% | 2.93% | $137.1万 | 1.5万股 | $1,236.2万 | 13.5万股 | -12.0万股-88.94% | 减仓 |
| S嘉信策略信托SCHD |
| 0.2% | 0.38% | $91.5万 | 2.9万股 | $158.4万 | 5.8万股 | -2.9万股-50.02% | 减仓 |
| FFALCONS BEYOND GLOBAL INC COM CL AFBYD |
| 0.17% | 0.15% | $77.4万 | 4.3万股 | $64.8万 | 4.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.17% | 0.16% | $75.7万 | 1,102股 | $69.5万 | 1,109股 | -7股-0.63% | 减仓 |
 家得宝HD |
| 0.14% | 0.15% | $63.6万 | 1,804股 | $62.1万 | 1,804股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.1% | 0.12% | $47.5万 | 1,129股 | $50.8万 | 1,129股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.09% | 0.24% | $42.3万 | 2,227股 | $100.2万 | 5,463股 | -3,236股-59.23% | 减仓 |
 谷歌AGOOGL |
| 0.06% | 0.06% | $28.4万 | 796股 | $24.9万 | 795股 | +1股+0.13% | 加仓 |
 Vulcan材料VMC |
| 0.05% | 0.05% | $22.7万 | 770股 | $22.0万 | 770股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.05% | 0.1% | $22.0万 | 1,945股 | $43.1万 | 3,870股 | -1,925股-49.74% | 减仓 |
 南方电力SO |
| 0.05% | 0.05% | $22.0万 | 2,300股 | $20.1万 | 2,300股 | 00.00% | 持仓不变 |
