| IiShares安硕信托IVV |
| 10.27% | 9.63% | $3,088.2万 | 4.1万股 | $2,523.0万 | 3.9万股 | +2,613股+6.77% | 加仓 |
| V先锋领航·SMALLVBR |
| 5.52% | 5.72% | $1,659.3万 | 6.8万股 | $1,498.2万 | 6.9万股 | -674股-0.98% | 减仓 |
| IiShares安硕信托IXUS |
| 4.31% | 4.18% | $1,295.0万 | 13.6万股 | $1,095.4万 | 12.6万股 | +9,259股+7.32% | 加仓 |
| V先锋领航指数基金VTV |
| 4.25% | 4.5% | $1,278.3万 | 5.9万股 | $1,179.8万 | 6.0万股 | -1,478股-2.46% | 减仓 |
| V先锋领航指数基金VOO |
| 3.36% | 3.43% | $1,011.4万 | 1.5万股 | $899.5万 | 1.5万股 | -326股-2.17% | 减仓 |
| IiShares安硕信托GJS |
| 2.93% | 2.84% | $881.5万 | 38.7万股 | $744.0万 | 32.5万股 | +6.2万股+19.15% | 加仓 |
 英伟达NVDA |
| 2.8% | 2.76% | $842.3万 | 4.2万股 | $721.9万 | 4.1万股 | +702股+1.70% | 加仓 |
 苹果AAPL |
| 2.48% | 2.47% | $744.8万 | 2.6万股 | $646.3万 | 2.5万股 | +274股+1.08% | 加仓 |
 谷歌AGOOGL |
| 2.44% | 2.29% | $733.6万 | 2.1万股 | $600.4万 | 2.1万股 | -351股-1.68% | 减仓 |
| G通用动力VTI |
| 2.26% | 2.28% | $680.2万 | 1.8万股 | $598.4万 | 1.9万股 | -269股-1.44% | 减仓 |
| IiShares安硕信托IEFA |
| 1.87% | 1.97% | $563.2万 | 5.8万股 | $516.2万 | 5.7万股 | +1,289股+2.26% | 加仓 |
 iShares安硕·MBSACGL |
| 1.81% | 1.77% | $544.3万 | 5.8万股 | $463.3万 | 4.9万股 | +8,787股+18.01% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.8% | 1.9% | $542.6万 | 5.6万股 | $497.5万 | 5.6万股 | +178股+0.32% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.79% | 2.01% | $538.0万 | 12.0万股 | $525.4万 | 11.8万股 | +1,755股+1.48% | 加仓 |
| IiShares安硕信托GVI |
| 1.69% | 1.94% | $508.3万 | 4.7万股 | $507.5万 | 4.8万股 | -579股-1.21% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.58% | 1.78% | $476.5万 | 9.9万股 | $465.5万 | 10.0万股 | -575股-0.58% | 减仓 |
 微软MSFT |
| 1.57% | 1.76% | $472.0万 | 1.3万股 | $461.8万 | 1.2万股 | +177股+1.42% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 1.34% | 1.46% | $402.0万 | 8.6万股 | $383.1万 | 9.0万股 | -4,483股-4.97% | 减仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 1.27% | 1.23% | $382.7万 | 4.3万股 | $321.2万 | 3.6万股 | +7,046股+19.52% | 加仓 |
| IiShares安硕IEMG |
| 1.25% | 1.18% | $375.3万 | 4.5万股 | $310.1万 | 4.4万股 | +844股+1.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.12% | $363.4万 | 1.0万股 | $293.9万 | 1.0万股 | +39股+0.38% | 加仓 |
 亚马逊AMZN |
| 1.19% | 1.17% | $357.0万 | 1.5万股 | $306.4万 | 1.5万股 | +270股+1.84% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.1% | 1.26% | $330.4万 | 4.2万股 | $330.6万 | 4.2万股 | +246股+0.58% | 加仓 |
| IiShares安硕信托CMF |
| 0.95% | 1.08% | $284.8万 | 4.9万股 | $282.5万 | 5.0万股 | -278股-0.56% | 减仓 |
 礼来LLY |
| 0.94% | 0.82% | $283.3万 | 2,362股 | $213.9万 | 2,326股 | +36股+1.55% | 加仓 |
 Meta平台META |
| 0.89% | 1.04% | $266.2万 | 4,725股 | $271.3万 | 4,741股 | -16股-0.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 0.93% | $256.7万 | 5,130股 | $244.2万 | 5,096股 | +34股+0.67% | 加仓 |
| V先锋领航·TOTALBND |
| 0.81% | 1.02% | $244.8万 | 3.3万股 | $267.2万 | 3.6万股 | -2,925股-8.06% | 减仓 |
 博通AVGO |
| 0.81% | 0.73% | $242.5万 | 6,420股 | $192.2万 | 6,211股 | +209股+3.36% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.8% | 0.87% | $240.6万 | 1.6万股 | $227.6万 | 1.6万股 | -15股-0.10% | 减仓 |
| IiShares安硕信托ITOT |
| 0.77% | 0.77% | $231.3万 | 1.4万股 | $200.6万 | 1.4万股 | -4股-0.03% | 减仓 |
 摩根大通JPM |
| 0.73% | 0.77% | $218.1万 | 6,662股 | $200.6万 | 6,820股 | -158股-2.32% | 减仓 |
| V先锋领航指数基金VB |
| 0.71% | 0.7% | $213.0万 | 7,028股 | $184.1万 | 7,028股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.69% | 0.73% | $206.4万 | 2.5万股 | $192.1万 | 2.5万股 | +138股+0.55% | 加仓 |
 AMD超威AMD |
| 0.67% | 0.26% | $200.2万 | 3,446股 | $69.1万 | 3,397股 | +49股+1.44% | 加仓 |
| IiShares安硕信托TLH |
| 0.64% | 0.63% | $193.7万 | 1.9万股 | $166.3万 | 1.7万股 | +2,793股+16.92% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.61% | 0.58% | $184.1万 | 2.7万股 | $151.9万 | 2.6万股 | +965股+3.70% | 加仓 |
| IiShares安硕信托AGG |
| 0.59% | 0.62% | $178.8万 | 1.8万股 | $161.3万 | 1.6万股 | +1,815股+11.17% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.58% | 0.64% | $173.2万 | 6.8万股 | $168.8万 | 6.8万股 | 00.00% | 持仓不变 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.56% | 0.53% | $167.2万 | 2.1万股 | $138.2万 | 1.9万股 | +1,789股+9.29% | 加仓 |
 好市多COST |
| 0.55% | 0.66% | $164.8万 | 1,762股 | $173.1万 | 1,737股 | +25股+1.44% | 加仓 |
 强生JNJ |
| 0.54% | 0.58% | $162.5万 | 6,397股 | $152.6万 | 6,244股 | +153股+2.45% | 加仓 |
 美光科技MU |
| 0.52% | 0.18% | $157.4万 | 1,363股 | $45.9万 | 1,358股 | +5股+0.37% | 加仓 |
| F富达Covington信托FBCG |
| 0.51% | 0.47% | $154.5万 | 2.5万股 | $123.1万 | 2.5万股 | +312股+1.27% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.5% | 0.53% | $151.8万 | 2.1万股 | $139.5万 | 2.2万股 | -469股-2.15% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.5% | 0.68% | $151.0万 | 3.1万股 | $176.9万 | 3.7万股 | -5,502股-14.88% | 减仓 |
| IiShares安硕信托VLUE |
| 0.5% | 0.41% | $149.4万 | 7,475股 | $107.0万 | 7,526股 | -51股-0.68% | 减仓 |
 卡特彼勒CAT |
| 0.48% | 0.36% | $143.8万 | 1,350股 | $95.2万 | 1,344股 | +6股+0.45% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.48% | 0.37% | $143.3万 | 2.7万股 | $97.3万 | 3.0万股 | -2,355股-7.98% | 减仓 |
 特斯拉TSLA |
| 0.47% | 0.47% | $140.1万 | 3,331股 | $122.0万 | 3,282股 | +49股+1.49% | 加仓 |
