| IiShares安硕信托AGG |
| 24.39% | 23.54% | $2.36亿 | 238.6万股 | $2.22亿 | 223.8万股 | +14.8万股+6.60% | 加仓 |
| IiShares安硕信托ITOT |
| 19.36% | 20.29% | $1.87亿 | 114.1万股 | $1.91亿 | 134.4万股 | -20.3万股-15.12% | 减仓 |
| IiShares安硕信托IEFA |
| 8.12% | 8.51% | $7,864.7万 | 81.4万股 | $8,034.6万 | 88.8万股 | -7.3万股-8.25% | 减仓 |
| IiShares安硕信托TLT |
| 7.49% | 7.31% | $7,246.0万 | 83.8万股 | $6,896.2万 | 79.6万股 | +4.3万股+5.40% | 加仓 |
| IiShares安硕信托USRT |
| 5.37% | 5.4% | $5,199.9万 | 78.3万股 | $5,097.9万 | 86.1万股 | -7.9万股-9.14% | 减仓 |
| A美国世纪ETF信托AVUS |
| 5% | 5.04% | $4,837.6万 | 37.8万股 | $4,759.9万 | 42.8万股 | -5.0万股-11.78% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 4.25% | 3.55% | $4,115.5万 | 81.7万股 | $3,351.6万 | 66.6万股 | +15.2万股+22.77% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 4.12% | 3.97% | $3,992.9万 | 91.8万股 | $3,746.6万 | 85.8万股 | +6.0万股+6.97% | 加仓 |
| IiShares安硕IEMG |
| 3.32% | 3.39% | $3,214.5万 | 38.8万股 | $3,194.3万 | 45.8万股 | -7.0万股-15.27% | 减仓 |
| PPGIM ULTRAPULS |
| 2.69% | 2.36% | $2,601.9万 | 52.4万股 | $2,231.6万 | 45.0万股 | +7.4万股+16.49% | 加仓 |
 AVANTIS INTLNGG |
| 1.95% | 2.09% | $1,887.0万 | 21.2万股 | $1,975.4万 | 23.3万股 | -2.1万股-9.14% | 减仓 |
| G通用动力VTI |
| 1.66% | — | $1,610.0万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| IiShares安硕信托IVV |
| 1.63% | 1.65% | $1,576.4万 | 2.1万股 | $1,559.9万 | 2.4万股 | -2,830股-11.85% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 1.62% | 1.33% | $1,564.6万 | 10.0万股 | $1,257.5万 | 9.1万股 | +8,776股+9.65% | 加仓 |
| V先锋领航指数基金VOO |
| 1.43% | 1.43% | $1,380.1万 | 2.0万股 | $1,349.5万 | 2.3万股 | -2,490股-11.03% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.35% | 1.49% | $1,302.9万 | 24.9万股 | $1,407.0万 | 26.8万股 | -1.9万股-7.14% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.35% | 1.49% | $1,302.4万 | 16.7万股 | $1,405.3万 | 17.9万股 | -1.2万股-6.73% | 减仓 |
| IIshares U.S. Etf Trust Bloomberg Roll Select Commodity StrategyCMDY |
| 1.14% | 1.21% | $1,105.5万 | 20.0万股 | $1,141.3万 | 19.2万股 | +8,080股+4.21% | 加仓 |
| AABRDN BLOOMBERGBCI |
| 1.14% | 1.22% | $1,105.0万 | 49.5万股 | $1,146.7万 | 47.2万股 | +2.3万股+4.77% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.97% | 0.9% | $939.8万 | 9.7万股 | $850.6万 | 10.6万股 | -8,167股-7.74% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.54% | 0.62% | $522.4万 | 7.3万股 | $587.4万 | 9.2万股 | -1.8万股-20.01% | 减仓 |
| IiShares安硕信托IXUS |
| 0.43% | 0.41% | $416.3万 | 4.4万股 | $387.8万 | 4.5万股 | -1,140股-2.55% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.14% | 0.16% | $134.4万 | 2.5万股 | $155.0万 | 2.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.12% | 0.11% | $112.0万 | 3,175股 | $103.7万 | 3,153股 | +22股+0.70% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.1% | 0.1% | $100.5万 | 1.7万股 | $92.3万 | 1.7万股 | -250股-1.46% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.03% | 0.02% | $24.9万 | 2,582股 | $23.3万 | 2,625股 | -43股-1.64% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.02% | 0.02% | $21.1万 | 1,985股 | $18.6万 | 1,985股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.02% | 0.01% | $19.7万 | 273股 | $9.3万 | 272股 | +1股+0.37% | 加仓 |
 QUANTA SVCSPWR |
| 0.02% | 0.01% | $18.2万 | 253股 | $13.9万 | 253股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.02% | 0.02% | $17.7万 | 3,033股 | $17.0万 | 2,900股 | +133股+4.59% | 加仓 |
 英伟达NVDA |
| 0.02% | 0.02% | $16.9万 | 847股 | $14.7万 | 845股 | +2股+0.24% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.02% | 0.02% | $15.7万 | 802股 | $14.4万 | 860股 | -58股-6.74% | 减仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.01% | 0.01% | $14.4万 | 500股 | $11.5万 | 500股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.01% | 0.01% | $12.3万 | 345股 | $9.9万 | 345股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.01% | 0.01% | $11.5万 | 101股 | $7.4万 | 101股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.01% | 0.01% | $8.9万 | 261股 | $5.4万 | 335股 | -74股-22.09% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.01% | 0.01% | $8.3万 | 209股 | $6.6万 | 208股 | +1股+0.48% | 加仓 |
 Meta平台META |
| 0.01% | 0.01% | $7.9万 | 140股 | $8.0万 | 139股 | +1股+0.72% | 加仓 |
 摩根大通JPM |
| 0.01% | 0.01% | $7.8万 | 238股 | $7.0万 | 237股 | +1股+0.42% | 加仓 |
 贝莱德·INC COMBLK |
| 0.01% | 0.01% | $7.7万 | 80股 | $7.6万 | 79股 | +1股+1.27% | 加仓 |
 亚马逊AMZN |
| 0.01% | 0.01% | $7.3万 | 305股 | $6.4万 | 305股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.01% | 0.01% | $7.2万 | 840股 | $6.1万 | 140股 | +700股+500.00% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.01% | 0.01% | $7.2万 | 560股 | $6.1万 | 560股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.01% | 0.01% | $7.1万 | 766股 | $7.2万 | 763股 | +3股+0.39% | 加仓 |
 苹果AAPL |
| 0.01% | 0.01% | $6.8万 | 237股 | $6.0万 | 236股 | +1股+0.42% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.01% | 0.01% | $6.8万 | 122股 | $5.2万 | 122股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.01% | 0.01% | $6.3万 | 433股 | $6.4万 | 432股 | +1股+0.23% | 加仓 |
 VisaV |
| 0.01% | 0.01% | $5.5万 | 160股 | $4.8万 | 159股 | +1股+0.63% | 加仓 |
 Targa资源TRGP |
| 0.01% | 0.01% | $5.2万 | 193股 | $4.8万 | 192股 | +1股+0.52% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.01% | <0.01% | $4.9万 | 154股 | $4.2万 | 153股 | +1股+0.65% | 加仓 |
