| IiShares安硕信托IVV |
| 17.58% | 17.27% | $7,859.7万 | 10.5万股 | $6,721.3万 | 10.3万股 | +2,055股+2.00% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.1% | 7.21% | $3,175.2万 | 44.6万股 | $2,807.3万 | 43.8万股 | +7,541股+1.72% | 加仓 |
| V先锋领航债券指数基金BIV |
| 6.66% | 6.87% | $2,979.2万 | 38.8万股 | $2,675.8万 | 34.7万股 | +4.2万股+12.04% | 加仓 |
| V先锋领航指数基金VTV |
| 5.14% | 4.97% | $2,296.7万 | 10.5万股 | $1,936.0万 | 9.9万股 | +6,712股+6.80% | 加仓 |
| V先锋领航指数基金VUG |
| 4.95% | 4.81% | $2,212.5万 | 25.7万股 | $1,872.6万 | 4.3万股 | +21.4万股+499.11% | 加仓 |
| IiShares安硕信托GVI |
| 4.66% | 4.6% | $2,082.3万 | 19.3万股 | $1,791.3万 | 16.9万股 | +2.5万股+14.66% | 加仓 |
| IiShares安硕信托GVI |
| 4% | 4.25% | $1,789.8万 | 16.8万股 | $1,655.0万 | 15.5万股 | +1.3万股+8.18% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.56% | 2.34% | $1,146.0万 | 19.2万股 | $910.1万 | 16.8万股 | +2.4万股+14.02% | 加仓 |
| IiShares安硕信托IDEV |
| 2.56% | 2.5% | $1,144.3万 | 12.9万股 | $972.6万 | 11.6万股 | +1.2万股+10.46% | 加仓 |
| IINNOVATOR ETFS TRPSTP |
| 2.27% | 2.77% | $1,014.5万 | 27.6万股 | $1,077.9万 | 31.3万股 | -3.7万股-11.81% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.21% | 2.48% | $989.6万 | 41.0万股 | $963.6万 | 39.7万股 | +1.3万股+3.26% | 加仓 |
| J骏利亨德森JAAA |
| 1.98% | 1.38% | $886.3万 | 17.6万股 | $537.0万 | 10.7万股 | +6.9万股+64.65% | 加仓 |
| PProShares信托NOBL |
| 1.63% | 1.7% | $727.5万 | 13.0万股 | $660.1万 | 6.2万股 | +6.7万股+108.03% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.6% | 1.68% | $717.7万 | 14.8万股 | $655.7万 | 13.6万股 | +1.2万股+8.60% | 加仓 |
| IiShares安硕信托TLT |
| 1.59% | 1.67% | $710.3万 | 8.2万股 | $650.0万 | 7.5万股 | +7,218股+9.63% | 加仓 |
| GGlobal X基金AIQ |
| 1.45% | 0.82% | $649.6万 | 9.9万股 | $319.9万 | 6.9万股 | +3.0万股+44.45% | 加仓 |
| IiShares安硕·COREIJH |
| 1.38% | 1.36% | $615.2万 | 8.0万股 | $527.7万 | 7.8万股 | +1,643股+2.10% | 加仓 |
 英伟达NVDA |
| 1.33% | 1.3% | $596.0万 | 3.0万股 | $505.5万 | 2.9万股 | +800股+2.76% | 加仓 |
 苹果AAPL |
| 1.29% | 1.25% | $577.6万 | 2.0万股 | $485.5万 | 1.9万股 | +835股+4.37% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.28% | 2.11% | $573.5万 | 8.5万股 | $822.6万 | 12.5万股 | -4.0万股-31.88% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.27% | 1.63% | $568.0万 | 11.2万股 | $632.9万 | 12.7万股 | -1.5万股-11.49% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.25% | 1.27% | $560.4万 | 16.1万股 | $494.9万 | 16.2万股 | -1,246股-0.77% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.2% | 1.2% | $536.3万 | 15.8万股 | $468.9万 | 16.1万股 | -2,501股-1.55% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 1.19% | 1.27% | $534.0万 | 15.6万股 | $493.3万 | 14.7万股 | +8,425股+5.72% | 加仓 |
| NNYLI HEDGE MULTI-STRATEGY TRACKER ETFQAI |
| 1.09% | 1.13% | $486.1万 | 13.3万股 | $438.8万 | 12.9万股 | +4,207股+3.27% | 加仓 |
| IiShares安硕信托EEM |
| 0.94% | 0.87% | $421.2万 | 6.2万股 | $338.3万 | 6.0万股 | +2,005股+3.37% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.75% | 0.77% | $337.4万 | 10.1万股 | $299.8万 | 7.8万股 | +2.3万股+29.89% | 加仓 |
| IiShares安硕信托USMV |
| 0.74% | 0.82% | $331.1万 | 3.4万股 | $319.8万 | 3.4万股 | -158股-0.46% | 减仓 |
| IiShares安硕信托IEFA |
| 0.63% | 0.66% | $280.0万 | 2.9万股 | $258.7万 | 2.9万股 | +416股+1.46% | 加仓 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 0.61% | 0.82% | $271.9万 | 1.5万股 | $318.6万 | 1.5万股 | +442股+3.03% | 加仓 |
| V先锋领航指数基金VBK |
| 0.54% | 0.51% | $239.4万 | 6,546股 | $199.0万 | 6,583股 | -37股-0.56% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.51% | 0.64% | $228.8万 | 2.3万股 | $251.1万 | 2.5万股 | -2,243股-9.04% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.46% | $220.1万 | 6,228股 | $180.5万 | 6,292股 | -64股-1.02% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.49% | 0.49% | $218.7万 | 9,001股 | $191.9万 | 8,832股 | +169股+1.91% | 加仓 |
| IInnovator ETF信托ZDEK |
| 0.46% | 0.48% | $206.6万 | 7.8万股 | $186.1万 | 7.3万股 | +5,577股+7.68% | 加仓 |
 亚马逊AMZN |
| 0.46% | 0.44% | $203.9万 | 8,557股 | $172.5万 | 8,281股 | +276股+3.33% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 0.44% | 0.08% | $196.3万 | 4.5万股 | $30.7万 | 7,347股 | +3.8万股+518.16% | 加仓 |
| VVanEck ETF信托HYD |
| 0.42% | 0.42% | $188.0万 | 3.6万股 | $165.1万 | 3.3万股 | +3,561股+10.81% | 加仓 |
| IiShares安硕信托EFAV |
| 0.4% | 0.49% | $181.1万 | 2.1万股 | $190.1万 | 2.1万股 | -161股-0.77% | 减仓 |
| I景顺QQQ信托VOO |
| 0.39% | 0.2% | $174.4万 | 2,368股 | $78.1万 | 1,353股 | +1,015股+75.02% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.38% | 0.44% | $170.7万 | 3.4万股 | $170.9万 | 3.4万股 | -230股-0.67% | 减仓 |
| IiShares安硕信托IWV |
| 0.38% | 0.25% | $170.0万 | 3,987股 | $98.6万 | 2,660股 | +1,327股+49.89% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.37% | $163.9万 | 5,007股 | $142.7万 | 4,852股 | +155股+3.19% | 加仓 |
| G通用动力VTI |
| 0.35% | 0.35% | $154.6万 | 4,179股 | $137.1万 | 4,274股 | -95股-2.22% | 减仓 |
 RobinhoodHOOD |
| 0.34% | 0.25% | $154.2万 | 1.5万股 | $95.6万 | 1.4万股 | +1,578股+11.44% | 加仓 |
| IiShares安硕·COREIJR |
| 0.34% | 0.46% | $151.0万 | 1.0万股 | $179.4万 | 1.4万股 | -4,252股-29.46% | 减仓 |
 微软MSFT |
| 0.32% | 0.48% | $142.1万 | 3,809股 | $187.8万 | 5,072股 | -1,263股-24.90% | 减仓 |
 特斯拉TSLA |
| 0.3% | 0.34% | $132.4万 | 3,149股 | $133.3万 | 3,586股 | -437股-12.19% | 减仓 |
 谷歌AGOOGL |
| 0.3% | 0.27% | $132.4万 | 3,705股 | $104.2万 | 3,623股 | +82股+2.26% | 加仓 |
| JJBT MARELJBTM |
| 0.29% | 0.29% | $128.1万 | 8,832股 | $112.9万 | 8,832股 | 00.00% | 持仓不变 |
