| G通用动力VTI |
| 18.61% | 19.01% | $3,405.5万 | 10.6万股 | $3,398.0万 | 10.1万股 | +4,803股+4.74% | 加仓 |
| S嘉信策略信托SCHF |
| 14.34% | 13.93% | $2,624.9万 | 106.1万股 | $2,489.5万 | 103.6万股 | +2.5万股+2.42% | 加仓 |
| IiShares安硕信托IWY |
| 10.69% | 11.48% | $1,956.3万 | 7.9万股 | $2,052.5万 | 7.4万股 | +4,503股+6.08% | 加仓 |
| S嘉信策略信托SCHM |
| 6.55% | 6.38% | $1,199.4万 | 38.7万股 | $1,140.5万 | 37.9万股 | +8,125股+2.14% | 加仓 |
| B贝莱德ETF信托BAI |
| 4.64% | 4.53% | $848.5万 | 25.8万股 | $810.3万 | 24.3万股 | +1.4万股+5.83% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.77% | 3.59% | $689.3万 | 9.7万股 | $641.9万 | 9.2万股 | +4,774股+5.18% | 加仓 |
| S道富SPYM |
| 3.76% | 3.27% | $687.8万 | 9.0万股 | $584.2万 | 7.3万股 | +1.7万股+23.41% | 加仓 |
| GGlobal X基金SHLD |
| 3.21% | 1.8% | $588.0万 | 8.3万股 | $321.5万 | 5.0万股 | +3.3万股+67.27% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.69% | 2.38% | $491.5万 | 10.2万股 | $426.1万 | 8.8万股 | +1.4万股+16.01% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.53% | 2.48% | $463.4万 | 2.2万股 | $443.6万 | 2.1万股 | +1,027股+4.91% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.52% | 2.46% | $460.6万 | 15.3万股 | $439.3万 | 14.5万股 | +7,729股+5.31% | 加仓 |
| S道富SPHY |
| 2.42% | 2.37% | $442.4万 | 19.0万股 | $424.0万 | 17.9万股 | +1.1万股+5.92% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.3% | 2.43% | $420.3万 | 7.2万股 | $433.4万 | 7.1万股 | +955股+1.34% | 加仓 |
| IiShares安硕信托IVW |
| 2.13% | 2.24% | $389.8万 | 3.4万股 | $401.0万 | 3.3万股 | +1,929股+5.93% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.51% | — | $276.4万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
| WWORLD GOLD TRGLD |
| 1.48% | 3.45% | $271.0万 | 2.9万股 | $616.5万 | 7.2万股 | -4.3万股-59.51% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.4% | — | $257.0万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.2% | 1.14% | $218.9万 | 9.4万股 | $202.9万 | 8.7万股 | +7,454股+8.59% | 加仓 |
| IiShares安硕信托IUSB |
| 1.19% | 1.15% | $218.2万 | 4.7万股 | $205.0万 | 4.4万股 | +3,190股+7.24% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 1.14% | 1.11% | $208.6万 | 4.5万股 | $198.7万 | 4.3万股 | +2,487股+5.78% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.12% | 1.16% | $205.3万 | 1.1万股 | $206.5万 | 1.0万股 | +310股+2.98% | 加仓 |
| IiShares安硕信托EFV |
| 1.05% | 1.77% | $192.6万 | 2.6万股 | $317.2万 | 4.4万股 | -1.9万股-41.69% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.01% | 1.02% | $185.6万 | 1.7万股 | $182.3万 | 1.5万股 | +1,280股+8.38% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.01% | 0.84% | $185.2万 | 2.3万股 | $150.6万 | 2.0万股 | +3,431股+17.55% | 加仓 |
| B贝莱德ETF信托THRO |
| 1% | 1.02% | $183.9万 | 5.1万股 | $183.1万 | 4.7万股 | +3,265股+6.87% | 加仓 |
 南方电力SO |
| 0.82% | 0.76% | $150.7万 | 1.6万股 | $136.6万 | 1.6万股 | -49股-0.31% | 减仓 |
 苹果AAPL |
| 0.81% | 0.89% | $148.4万 | 5,846股 | $158.9万 | 5,846股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.77% | 0.72% | $140.2万 | 1.5万股 | $127.9万 | 1.3万股 | +1,330股+9.90% | 加仓 |
| B贝莱德ETF信托BLCR |
| 0.76% | — | $139.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| IiShares安硕信托GJS |
| 0.72% | — | $132.3万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| IiShares安硕信托AGG |
| 0.55% | 0.51% | $101.0万 | 2.0万股 | $91.5万 | 1.8万股 | +1,895股+10.36% | 加仓 |
 AFLAC COMAFL |
| 0.5% | 0.51% | $91.0万 | 8,295股 | $91.0万 | 8,250股 | +45股+0.55% | 加仓 |
 LOWES COS COMLOW |
| 0.4% | 0.42% | $73.8万 | 3,122股 | $75.3万 | 3,122股 | 00.00% | 持仓不变 |
| B贝莱德·ETF TRUST IIBINC |
| 0.38% | 0.45% | $68.7万 | 1.3万股 | $80.6万 | 1.5万股 | -2,044股-13.38% | 减仓 |
| IiShares安硕信托IVV |
| 0.36% | 0.2% | $66.0万 | 1,011股 | $36.5万 | 533股 | +478股+89.68% | 加仓 |
 英伟达NVDA |
| 0.26% | 0.28% | $46.9万 | 2,687股 | $50.1万 | 2,687股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.25% | 1.44% | $45.5万 | 6,520股 | $256.7万 | 3.8万股 | -3.2万股-82.93% | 减仓 |
 GLOBAL PMTS COMGPN |
| 0.15% | 0.18% | $28.2万 | 4,194股 | $32.5万 | 4,194股 | 00.00% | 持仓不变 |
