| IiShares安硕信托IVV |
| 27.12% | 26.83% | $1.09亿 | 14.6万股 | $9,643.5万 | 14.8万股 | -1,521股-1.03% | 减仓 |
| IiShares安硕·COREIJR |
| 14.69% | 13.97% | $5,925.5万 | 40.0万股 | $5,019.3万 | 40.4万股 | -4,236股-1.05% | 减仓 |
| IiShares安硕·COREIJH |
| 8.78% | 8.67% | $3,544.5万 | 46.0万股 | $3,117.3万 | 46.2万股 | -1,957股-0.42% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.67% | 5.74% | $2,287.8万 | 32.1万股 | $2,062.3万 | 32.2万股 | -740股-0.23% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.8% | 3.88% | $1,533.8万 | 25.7万股 | $1,395.5万 | 25.8万股 | -1,215股-0.47% | 减仓 |
| V先锋领航指数基金VOO |
| 2.96% | 2.62% | $1,195.5万 | 1.6万股 | $942.1万 | 1.6万股 | -87股-0.53% | 减仓 |
| S嘉信·USSCHX |
| 2.07% | 2.05% | $835.1万 | 28.4万股 | $735.6万 | 28.7万股 | -3,156股-1.10% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.79% | 1.83% | $722.5万 | 3.1万股 | $656.3万 | 3.1万股 | +20股+0.07% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.74% | 1.83% | $700.1万 | 4.4万股 | $657.6万 | 4.4万股 | -98股-0.22% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.57% | 1.75% | $634.2万 | 8.1万股 | $628.8万 | 8.0万股 | +1,213股+1.51% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.5% | 1.61% | $604.5万 | 5.8万股 | $576.9万 | 5.9万股 | -1,207股-2.03% | 减仓 |
 苹果AAPL |
| 1.48% | 1.46% | $597.7万 | 2.1万股 | $524.6万 | 2.1万股 | -15股-0.07% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.43% | 1.6% | $578.9万 | 7.5万股 | $575.1万 | 7.5万股 | +968股+1.30% | 加仓 |
 VanEck ETF信托SMH |
| 1.38% | 0.91% | $558.1万 | 8,509股 | $327.7万 | 8,548股 | -39股-0.46% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.26% | 1.41% | $508.3万 | 6.4万股 | $507.2万 | 6.4万股 | +345股+0.54% | 加仓 |
| S嘉信策略信托SCHM |
| 1.21% | 1.16% | $486.3万 | 13.2万股 | $416.8万 | 13.5万股 | -2,748股-2.04% | 减仓 |
| IiShares安硕信托STIP |
| 1.09% | 1.26% | $441.1万 | 4.3万股 | $452.4万 | 4.4万股 | -565股-1.29% | 减仓 |
 微软MSFT |
| 1% | 1.12% | $402.2万 | 1.1万股 | $401.0万 | 1.1万股 | -50股-0.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.85% | $378.1万 | 1.1万股 | $307.0万 | 1.1万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.89% | 0.82% | $358.0万 | 9.9万股 | $294.0万 | 10.1万股 | -2,024股-2.00% | 减仓 |
 摩根大通JPM |
| 0.83% | 0.84% | $335.7万 | 1.0万股 | $300.2万 | 1.0万股 | +51股+0.50% | 加仓 |
| S嘉信策略信托SCHF |
| 0.8% | 0.82% | $324.2万 | 11.7万股 | $294.1万 | 11.9万股 | -1,797股-1.51% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.73% | 0.81% | $294.7万 | 13.5万股 | $292.4万 | 13.4万股 | +1,570股+1.18% | 加仓 |
| S嘉信策略信托SCHE |
| 0.69% | 0.71% | $277.5万 | 7.7万股 | $256.2万 | 7.8万股 | -1,232股-1.58% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.68% | 0.73% | $272.4万 | 10.8万股 | $263.1万 | 10.4万股 | +4,000股+3.84% | 加仓 |
| IiShares安硕信托IBDT |
| 0.59% | 0.65% | $236.5万 | 9.4万股 | $234.8万 | 9.3万股 | +950股+1.02% | 加仓 |
| IiShares安硕信托LQD |
| 0.56% | 0.61% | $224.2万 | 2.1万股 | $217.9万 | 2.0万股 | +560股+2.80% | 加仓 |
| S嘉信·USSCHP |
| 0.53% | 0.61% | $214.5万 | 8.1万股 | $218.4万 | 8.2万股 | -1,125股-1.37% | 减仓 |
 卡特彼勒CAT |
| 0.53% | 0.4% | $213.5万 | 2,005股 | $142.0万 | 2,005股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.49% | 0.48% | $199.7万 | 9,982股 | $174.1万 | 9,982股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.43% | 0.31% | $172.3万 | 1,521股 | $110.8万 | 1,521股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.42% | 0.4% | $168.7万 | 7,079股 | $144.1万 | 6,919股 | +160股+2.31% | 加仓 |
| IiShares安硕信托IBDR |
| 0.4% | 0.45% | $160.7万 | 6.6万股 | $161.3万 | 6.7万股 | -210股-0.32% | 减仓 |
| IiShares安硕信托IBDS |
| 0.37% | 0.42% | $151.2万 | 6.2万股 | $151.8万 | 6.3万股 | -205股-0.33% | 减仓 |
| IiShares安硕信托PFF |
| 0.36% | 0.4% | $143.4万 | 4.7万股 | $145.5万 | 4.8万股 | -940股-1.96% | 减仓 |
 高盛GS |
| 0.35% | 0.43% | $140.3万 | 1,387股 | $154.7万 | 1,829股 | -442股-24.17% | 减仓 |
 VisaV |
| 0.31% | 0.3% | $124.5万 | 3,630股 | $109.5万 | 3,623股 | +7股+0.19% | 加仓 |
 强生JNJ |
| 0.29% | 0.32% | $117.6万 | 4,630股 | $116.7万 | 4,775股 | -145股-3.04% | 减仓 |
| IiShares安硕信托TIP |
| 0.28% | 0.32% | $112.4万 | 1.0万股 | $114.8万 | 1.0万股 | -130股-1.25% | 减仓 |
 思科CSCO |
| 0.27% | 0.21% | $110.7万 | 9,422股 | $76.7万 | 9,887股 | -465股-4.70% | 减仓 |
 迪尔DE |
| 0.27% | 0.27% | $109.1万 | 1,720股 | $95.8万 | 1,700股 | +20股+1.18% | 加仓 |
 Meta平台META |
| 0.26% | 0.28% | $103.7万 | 1,841股 | $101.0万 | 1,766股 | +75股+4.25% | 加仓 |
 雷神技术RTX |
| 0.24% | 0.27% | $96.6万 | 5,092股 | $96.8万 | 5,017股 | +75股+1.49% | 加仓 |
 摩根士丹利MS |
| 0.24% | 0.21% | $96.0万 | 4,594股 | $75.6万 | 4,594股 | 00.00% | 持仓不变 |
 HOWMET AEROSPACE COMHWM |
| 0.22% | 0.22% | $90.2万 | 3,356股 | $77.3万 | 3,356股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.2% | 0.31% | $82.3万 | 2,233股 | $111.8万 | 2,599股 | -366股-14.08% | 减仓 |
 甲骨文ORCL |
| 0.19% | 0.21% | $76.0万 | 5,187股 | $77.0万 | 5,232股 | -45股-0.86% | 减仓 |
 沃尔玛WMT |
| 0.19% | 0.23% | $75.2万 | 6,643股 | $81.7万 | 6,573股 | +70股+1.06% | 加仓 |
 福泰制药VRTX |
| 0.18% | 0.18% | $72.3万 | 1,456股 | $64.0万 | 1,434股 | +22股+1.53% | 加仓 |
| G通用动力VTI |
| 0.18% | 0.2% | $72.0万 | 1,947股 | $70.2万 | 2,187股 | -240股-10.97% | 减仓 |
