| S道富SPYM |
| 12.37% | 10.21% | $2.51亿 | 285.1万股 | $1.79亿 | 234.4万股 | +50.7万股+21.63% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6% | 6.32% | $1.22亿 | 274.0万股 | $1.11亿 | 285.9万股 | -11.9万股-4.16% | 减仓 |
| B贝莱德ETF信托CORO |
| 4.34% | 4.13% | $8,793.2万 | 240.3万股 | $7,256.6万 | 225.7万股 | +14.6万股+6.45% | 加仓 |
| V先锋领航指数基金VUG |
| 3.7% | 3.1% | $7,501.1万 | 87.1万股 | $5,447.9万 | 12.5万股 | +74.6万股+598.18% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.56% | 3.35% | $7,204.7万 | 101.1万股 | $5,876.2万 | 91.7万股 | +9.4万股+10.27% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.51% | 3.34% | $7,099.3万 | 104.4万股 | $5,875.0万 | 101.0万股 | +3.4万股+3.37% | 加仓 |
| V先锋领航指数基金VTV |
| 2.94% | 2.69% | $5,960.5万 | 27.4万股 | $4,724.3万 | 24.1万股 | +3.3万股+13.59% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.48% | 2.74% | $5,019.0万 | 136.2万股 | $4,813.0万 | 141.7万股 | -5.4万股-3.84% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.47% | 1.75% | $4,997.3万 | 42.0万股 | $3,075.7万 | 31.4万股 | +10.6万股+33.69% | 加仓 |
| B贝莱德ETF信托BAI |
| 2.44% | 1.77% | $4,951.3万 | 93.9万股 | $3,116.8万 | 94.6万股 | -6,762股-0.71% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.95% | 1.88% | $3,959.1万 | 17.4万股 | $3,300.7万 | 15.6万股 | +1.8万股+11.54% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.87% | 1.96% | $3,784.9万 | 46.2万股 | $3,446.5万 | 47.8万股 | -1.6万股-3.44% | 减仓 |
 苹果AAPL |
| 1.52% | 1.51% | $3,077.2万 | 10.6万股 | $2,658.7万 | 10.5万股 | +1,585股+1.51% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.42% | 1.49% | $2,882.1万 | 59.5万股 | $2,624.2万 | 54.6万股 | +4.9万股+8.96% | 加仓 |
| IiShares安硕信托MTUM |
| 1.26% | 1.42% | $2,543.6万 | 7.4万股 | $2,490.7万 | 10.4万股 | -3.0万股-28.51% | 减仓 |
| IiShares安硕IEMG |
| 1.22% | 1.68% | $2,468.2万 | 29.8万股 | $2,958.5万 | 42.4万股 | -12.6万股-29.75% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.17% | 1.08% | $2,361.5万 | 39.6万股 | $1,900.1万 | 35.2万股 | +4.4万股+12.54% | 加仓 |
| GGlobal X基金SHLD |
| 1.05% | 1.08% | $2,125.4万 | 35.6万股 | $1,898.2万 | 26.8万股 | +8.8万股+32.84% | 加仓 |
| IiShares安硕信托GJS |
| 1.03% | 1.05% | $2,077.9万 | 91.2万股 | $1,852.0万 | 80.8万股 | +10.4万股+12.84% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.95% | 1% | $1,928.4万 | 51.8万股 | $1,757.8万 | 49.5万股 | +2.3万股+4.61% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.95% | 1.3% | $1,920.0万 | 44.5万股 | $2,281.4万 | 63.0万股 | -18.4万股-29.29% | 减仓 |
| I景顺QQQ信托VOO |
| 0.91% | 0.89% | $1,835.3万 | 2.5万股 | $1,556.7万 | 2.7万股 | -2,049股-7.60% | 减仓 |
 iShares安硕·MBSACGL |
| 0.9% | 0.95% | $1,826.5万 | 19.3万股 | $1,662.8万 | 17.5万股 | +1.8万股+10.34% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.82% | 0.83% | $1,666.7万 | 21.4万股 | $1,451.2万 | 18.5万股 | +2.9万股+15.59% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.8% | 0.81% | $1,614.6万 | 33.8万股 | $1,420.7万 | 29.7万股 | +4.1万股+13.95% | 加仓 |
| V先锋领航指数基金VOO |
| 0.78% | 1.05% | $1,581.9万 | 2.3万股 | $1,846.3万 | 3.1万股 | -7,865股-25.45% | 减仓 |
| V先锋领航指数基金VB |
| 0.77% | 0.71% | $1,569.3万 | 5.2万股 | $1,255.0万 | 4.8万股 | +3,856股+8.05% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.74% | — | $1,496.7万 | 53.4万股 | $0 | 0股 | +53.4万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.64% | 0.68% | $1,298.8万 | 1.7万股 | $1,198.3万 | 1.8万股 | -1,000股-5.45% | 减仓 |
 英伟达NVDA |
| 0.63% | 0.58% | $1,277.5万 | 6.4万股 | $1,027.3万 | 5.9万股 | +4,944股+8.39% | 加仓 |
 微软MSFT |
| 0.63% | 0.76% | $1,267.9万 | 3.4万股 | $1,334.0万 | 3.6万股 | -2,046股-5.68% | 减仓 |
| IiShares安硕信托TLH |
| 0.61% | 0.66% | $1,240.9万 | 12.4万股 | $1,150.6万 | 11.4万股 | +9,412股+8.24% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.61% | 0.41% | $1,226.2万 | 4.0万股 | $714.6万 | 3.0万股 | +1.0万股+34.58% | 加仓 |
| IiShares黄金信托IAU |
| 0.56% | 0.48% | $1,137.5万 | 15.1万股 | $834.9万 | 9.5万股 | +5.6万股+59.07% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.56% | 0.59% | $1,124.4万 | 22.3万股 | $1,040.4万 | 22.8万股 | -4,754股-2.09% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.51% | 0.72% | $1,030.9万 | 19.7万股 | $1,258.5万 | 24.2万股 | -4.5万股-18.73% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.51% | 0.53% | $1,029.5万 | 24.4万股 | $927.3万 | 22.0万股 | +2.4万股+11.05% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 0.5% | 0.51% | $1,010.6万 | 18.9万股 | $903.1万 | 17.2万股 | +1.6万股+9.52% | 加仓 |
| C资本集团股息价值CCBG |
| 0.49% | 0.5% | $991.2万 | 20.1万股 | $874.0万 | 20.5万股 | -4,318股-2.10% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.49% | 0.43% | $985.3万 | 12.8万股 | $760.8万 | 9.9万股 | +3.0万股+30.31% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.48% | 0.44% | $964.6万 | 23.7万股 | $773.3万 | 22.4万股 | +1.4万股+6.06% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | 0.53% | $954.1万 | 1.9万股 | $931.4万 | 1.9万股 | -368股-1.89% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.42% | 0.03% | $849.3万 | 4.0万股 | $58.2万 | 3,032股 | +3.7万股+1,216.46% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.4% | 0.4% | $816.8万 | 17.4万股 | $708.0万 | 15.1万股 | +2.4万股+15.71% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 0.4% | 0.43% | $810.9万 | 14.8万股 | $763.4万 | 14.1万股 | +7,300股+5.18% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.39% | 0.11% | $791.2万 | 8.4万股 | $188.5万 | 2.0万股 | +6.4万股+323.55% | 加仓 |
| V先锋领航债券指数基金BLV |
| 0.39% | 0.38% | $786.0万 | 11.4万股 | $674.7万 | 9.8万股 | +1.6万股+16.23% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.38% | 0.39% | $760.0万 | 5.7万股 | $686.1万 | 6.2万股 | -4,900股-7.91% | 减仓 |
| IInnovator ETF信托UJUL |
| 0.37% | 0.38% | $750.0万 | 18.4万股 | $671.5万 | 17.5万股 | +8,606股+4.91% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.36% | 0.34% | $731.4万 | 14.7万股 | $589.5万 | 12.3万股 | +2.4万股+19.54% | 加仓 |
