| SSPDR道富指数基金SPDW |
| 15.39% | 16.48% | $1.72亿 | 341.4万股 | $1.64亿 | 359.4万股 | -18.0万股-5.00% | 减仓 |
| V先锋领航指数基金VTV |
| 14.17% | 14.63% | $1.58亿 | 72.7万股 | $1.46亿 | 74.2万股 | -1.5万股-2.07% | 减仓 |
| V先锋领航指数基金VUG |
| 12.71% | 11.95% | $1.42亿 | 165.0万股 | $1.19亿 | 27.2万股 | +137.7万股+505.88% | 加仓 |
| IiShares安硕信托DGRO |
| 7.5% | 8.91% | $8,385.3万 | 110.6万股 | $8,872.1万 | 126.4万股 | -15.8万股-12.48% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 5.44% | 6.03% | $6,079.1万 | 27.7万股 | $6,000.1万 | 31.3万股 | -3.6万股-11.44% | 减仓 |
| V先锋领航指数基金VBK |
| 4.05% | 4.39% | $4,531.1万 | 12.4万股 | $4,368.6万 | 14.5万股 | -2.1万股-14.28% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.32% | 3.82% | $3,710.1万 | 15.3万股 | $3,800.5万 | 17.5万股 | -2.2万股-12.72% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.63% | 0.85% | $2,935.2万 | 43.2万股 | $849.5万 | 14.6万股 | +28.6万股+195.59% | 加仓 |
| IiShares安硕信托IEFA |
| 2.5% | 3.01% | $2,792.9万 | 28.9万股 | $3,000.5万 | 33.1万股 | -4.2万股-12.75% | 减仓 |
| IiShares安硕·S&PIUSG |
| 2.26% | 2.34% | $2,530.5万 | 13.5万股 | $2,330.2万 | 15.0万股 | -1.6万股-10.45% | 减仓 |
| IiShares安硕信托IUSV |
| 1.88% | 2.09% | $2,104.2万 | 19.1万股 | $2,075.8万 | 20.3万股 | -1.2万股-5.90% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.8% | 1.93% | $2,016.3万 | 19.4万股 | $1,923.7万 | 19.8万股 | -3,956股-2.00% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.37% | 1.45% | $1,529.9万 | 6.5万股 | $1,445.8万 | 6.7万股 | -2,571股-3.82% | 减仓 |
| I景顺·S&PSPHQ |
| 1.14% | 1.1% | $1,270.7万 | 14.1万股 | $1,090.9万 | 14.5万股 | -4,056股-2.80% | 减仓 |
 英伟达NVDA |
| 1.06% | 1.09% | $1,190.5万 | 5.9万股 | $1,082.0万 | 6.2万股 | -2,542股-4.10% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.91% | 0.87% | $1,013.3万 | 12.3万股 | $866.1万 | 2.1万股 | +10.1万股+477.30% | 加仓 |
 亚马逊AMZN |
| 0.84% | 0.89% | $944.4万 | 4.0万股 | $883.0万 | 4.2万股 | -2,771股-6.54% | 减仓 |
 苹果AAPL |
| 0.79% | 0.85% | $878.4万 | 3.0万股 | $846.8万 | 3.3万股 | -3,010股-9.02% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.75% | 0.23% | $833.9万 | 15.8万股 | $230.5万 | 7.0万股 | +8.8万股+126.11% | 加仓 |
| S道富SLYG |
| 0.74% | 0.71% | $831.3万 | 7.0万股 | $704.5万 | 7.3万股 | -3,127股-4.29% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.62% | 0.64% | $688.5万 | 3.1万股 | $639.7万 | 3.1万股 | +15股+0.05% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.51% | 0.64% | $565.6万 | 11.8万股 | $638.6万 | 13.4万股 | -1.6万股-11.68% | 减仓 |
| B贝莱德ETF信托THRO |
| 0.48% | 0.23% | $539.0万 | 12.5万股 | $233.0万 | 6.4万股 | +6.1万股+94.36% | 加仓 |
 微软MSFT |
| 0.48% | 0.53% | $536.9万 | 1.4万股 | $530.1万 | 1.4万股 | +73股+0.51% | 加仓 |
| IISHARES 25 YEAR TREASURY STRIPS BOND ETFGOVZ |
| 0.45% | 0.68% | $499.9万 | 13.6万股 | $678.9万 | 74.0万股 | -60.4万股-81.61% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.44% | 0.45% | $490.3万 | 4.5万股 | $448.8万 | 4.7万股 | -2,516股-5.30% | 减仓 |
| GGlobal X基金SHLD |
| 0.44% | 0.15% | $489.0万 | 8.2万股 | $146.3万 | 2.1万股 | +6.1万股+296.57% | 加仓 |
| G通用动力VTI |
| 0.41% | 0.41% | $460.0万 | 1.2万股 | $407.2万 | 1.3万股 | -262股-2.06% | 减仓 |
 礼来LLY |
| 0.41% | 0.38% | $454.8万 | 3,791股 | $373.6万 | 4,062股 | -271股-6.67% | 减仓 |
| IiShares安硕信托IVV |
| 0.39% | 0.44% | $435.1万 | 5,810股 | $442.1万 | 6,768股 | -958股-14.15% | 减仓 |
| B贝莱德ETF信托BLCR |
| 0.38% | — | $428.6万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 Meta平台META |
| 0.38% | 0.43% | $423.8万 | 7,524股 | $427.0万 | 7,463股 | +61股+0.82% | 加仓 |
 GE VernovaGEV |
| 0.31% | 0.26% | $341.9万 | 2,911股 | $261.3万 | 2,993股 | -82股-2.74% | 减仓 |
| IiShares安硕信托GVI |
| 0.3% | 0.27% | $339.6万 | 3.2万股 | $273.4万 | 2.6万股 | +5,797股+22.51% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.31% | $337.6万 | 1.0万股 | $306.8万 | 1.0万股 | -115股-1.10% | 减仓 |
 谷歌AGOOGL |
| 0.29% | 0.27% | $323.1万 | 9,042股 | $264.5万 | 9,199股 | -157股-1.71% | 减仓 |
 AMD超威AMD |
| 0.29% | 0.13% | $322.5万 | 5,552股 | $130.3万 | 6,407股 | -855股-13.34% | 减仓 |
| B贝莱德ETF信托IALT |
| 0.27% | — | $301.3万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.27% | 0.03% | $298.8万 | 5.1万股 | $30.5万 | 5,118股 | +4.6万股+889.90% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.26% | 0.03% | $292.0万 | 11.1万股 | $32.8万 | 1.2万股 | +9.9万股+791.63% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.26% | 0.32% | $290.8万 | 6.3万股 | $315.8万 | 6.9万股 | -5,410股-7.89% | 减仓 |
 特斯拉TSLA |
| 0.26% | 0.25% | $286.1万 | 6,802股 | $244.7万 | 6,582股 | +220股+3.34% | 加仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.25% | — | $276.9万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 高盛GS |
| 0.25% | 0.25% | $274.5万 | 2,714股 | $253.6万 | 2,997股 | -283股-9.44% | 减仓 |
| V先锋领航指数基金VB |
| 0.24% | 0.25% | $269.2万 | 8,880股 | $246.0万 | 9,392股 | -512股-5.45% | 减仓 |
 好市多COST |
| 0.23% | 0.28% | $261.8万 | 2,798股 | $277.1万 | 2,781股 | +17股+0.61% | 加仓 |
| I景顺交易所交易基金IIPZA |
| 0.22% | 0.02% | $251.3万 | 10.7万股 | $24.5万 | 1.1万股 | +9.6万股+900.65% | 加仓 |
| I景顺QQQ信托VOO |
| 0.22% | 0.19% | $244.4万 | 3,319股 | $190.2万 | 3,295股 | +24股+0.73% | 加仓 |
| V先锋领航·TOTALBND |
| 0.22% | 0.25% | $242.8万 | 3.3万股 | $248.2万 | 3.4万股 | -633股-1.88% | 减仓 |
| V先锋领航指数基金VOO |
| 0.21% | 0.2% | $232.8万 | 3,390股 | $201.8万 | 3,377股 | +13股+0.38% | 加仓 |
