| S道富SPYM |
| 10.44% | 29.24% | $1,845.5万 | 21.0万股 | $4,359.8万 | 70.9万股 | -49.9万股-70.36% | 减仓 |
| IiShares安硕信托IVW |
| 7.69% | 1.79% | $1,358.9万 | 9.9万股 | $266.3万 | 3.2万股 | +6.7万股+213.36% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 7.31% | — | $1,292.1万 | 29.1万股 | $0 | 0股 | +29.1万股 | 新买入 |
| B贝莱德·ETF TRUST IIBRTR |
| 7.05% | — | $1,245.5万 | 24.7万股 | $0 | 0股 | +24.7万股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 6.9% | 6.68% | $1,220.3万 | 5.6万股 | $995.7万 | 6.1万股 | -4,975股-8.21% | 减仓 |
| IiShares安硕信托EFV |
| 6.2% | 5.24% | $1,095.0万 | 14.3万股 | $781.0万 | 14.4万股 | -531股-0.37% | 减仓 |
| A美国世纪ETF信托AVLV |
| 5.99% | — | $1,058.5万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 5.53% | 0.83% | $977.1万 | 9.6万股 | $123.9万 | 2.2万股 | +7.4万股+343.73% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 4.14% | 3.88% | $732.3万 | 31.7万股 | $578.6万 | 12.6万股 | +19.1万股+151.69% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 3.62% | 2.74% | $640.4万 | 2.5万股 | $408.8万 | 3.0万股 | -4,880股-16.12% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 3.45% | 2.31% | $610.5万 | 1.7万股 | $343.9万 | 1.4万股 | +2,783股+20.02% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.84% | 4.14% | $501.2万 | 10.7万股 | $617.7万 | 13.5万股 | -2.8万股-20.93% | 减仓 |
| IiShares安硕信托MTUM |
| 2.38% | — | $420.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航斯科茨代尔基金VGLT |
| 2.3% | 2.58% | $406.0万 | 7.4万股 | $384.2万 | 6.5万股 | +8,726股+13.46% | 加仓 |
| IiShares安硕信托EFG |
| 2.08% | 3.03% | $368.0万 | 3.0万股 | $452.4万 | 4.4万股 | -1.4万股-32.16% | 减仓 |
| B贝莱德ETF信托THRO |
| 1.98% | — | $350.3万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| IiShares黄金信托IAU |
| 1.93% | — | $340.7万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| C资本集团固定收益ETF信托CGMS |
| 1.79% | — | $315.8万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| IiShares安硕信托IFRA |
| 1.72% | 0.85% | $304.1万 | 4.8万股 | $126.4万 | 2.9万股 | +1.9万股+65.52% | 加仓 |
 苹果AAPL |
| 1.48% | 1.48% | $261.5万 | 9,037股 | $221.1万 | 1.3万股 | -3,859股-29.92% | 减仓 |
| EEA SERIES TRUSTGEQ |
| 1.16% | — | $204.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 1.03% | 0.61% | $182.8万 | 1.0万股 | $91.6万 | 1.0万股 | +100股+1.00% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.02% | 1.16% | $180.0万 | 3.5万股 | $173.0万 | 4.7万股 | -1.3万股-26.46% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.89% | — | $157.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.82% | 1.75% | $145.0万 | 2,111股 | $260.2万 | 5,413股 | -3,302股-61.00% | 减仓 |
 微软MSFT |
| 0.69% | 0.85% | $121.2万 | 3,249股 | $126.0万 | 2,996股 | +253股+8.44% | 加仓 |
| J摩根大通交易所交易基金JPMB |
| 0.64% | — | $114.0万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 谷歌AGOOGL |
| 0.58% | 0.29% | $102.6万 | 2,871股 | $43.1万 | 2,854股 | +17股+0.60% | 加仓 |
 亚马逊AMZN |
| 0.5% | 0.4% | $88.5万 | 3,714股 | $59.4万 | 3,291股 | +423股+12.85% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.46% | 0.98% | $80.7万 | 1.1万股 | $146.7万 | 2.9万股 | -1.8万股-61.27% | 减仓 |
| B贝莱德ETF信托CORO |
| 0.44% | — | $77.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| DDimensional维度ETF信托DFSD |
| 0.43% | 0.55% | $76.1万 | 1.6万股 | $81.9万 | 1.7万股 | -1,482股-8.51% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.37% | 0.59% | $65.9万 | 1.4万股 | $87.3万 | 1.8万股 | -4,141股-23.34% | 减仓 |
| IInnovator ETF信托ZAUG |
| 0.31% | — | $55.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 英伟达NVDA |
| 0.3% | 0.18% | $52.6万 | 2,627股 | $26.7万 | 295股 | +2,332股+790.51% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.29% | 0.6% | $52.1万 | 1.3万股 | $88.8万 | 2.9万股 | -1.7万股-57.03% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.22% | 0.33% | $38.1万 | 9,021股 | $48.8万 | 1.2万股 | -2,615股-22.47% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.2% | 0.54% | $36.0万 | 4,618股 | $80.7万 | 1.1万股 | -5,907股-56.12% | 减仓 |
 ALTRIAMO |
| 0.2% | 0.15% | $36.0万 | 5,000股 | $21.8万 | 5,000股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托BAI |
| 0.19% | — | $33.1万 | 6,287股 | $0 | 0股 | +6,287股 | 新买入 |
| IiShares安硕信托GJS |
| 0.18% | — | $32.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| GGlobal X基金SHLD |
| 0.17% | — | $30.2万 | 5,051股 | $0 | 0股 | +5,051股 | 新买入 |
| WWISDOMTREE TR EUROP DEFEN FDWDEF |
| 0.16% | — | $28.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.16% | 0.33% | $28.2万 | 4,722股 | $49.3万 | 1.2万股 | -7,092股-60.03% | 减仓 |
 PROGRESSIVEPGR |
| 0.16% | 0.18% | $27.9万 | 1,277股 | $26.4万 | 1,277股 | 00.00% | 持仓不变 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.15% | 0.21% | $26.6万 | 1,226股 | $31.3万 | 1,426股 | -200股-14.03% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.14% | — | $25.6万 | 384股 | $0 | 0股 | +384股 | 新买入 |
 Citizens金融CFG |
| 0.14% | — | $25.6万 | 3,653股 | $0 | 0股 | +3,653股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.14% | — | $25.0万 | 707股 | $0 | 0股 | +707股 | 新买入 |
 Meta平台META |
| 0.14% | — | $24.9万 | 442股 | $0 | 0股 | +442股 | 新买入 |
