| SSPDR道富系列信托SPTM |
| 14.93% | 14.17% | $7,889.5万 | 86.9万股 | $6,643.3万 | 84.0万股 | +2.9万股+3.42% | 加仓 |
| A美国世纪ETF信托AVLV |
| 10.98% | 10.94% | $5,802.6万 | 63.6万股 | $5,129.1万 | 63.6万股 | -100股-0.02% | 减仓 |
| S道富SPTI |
| 10.53% | 10.71% | $5,563.3万 | 196.0万股 | $5,018.9万 | 175.1万股 | +20.8万股+11.90% | 加仓 |
| IiShares安硕·S&PIUSG |
| 7.81% | 7.11% | $4,125.4万 | 21.9万股 | $3,333.6万 | 21.5万股 | +4,415股+2.05% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 7.65% | 7.88% | $4,042.8万 | 86.1万股 | $3,692.2万 | 78.4万股 | +7.7万股+9.82% | 加仓 |
| S嘉信策略信托SCHF |
| 6.97% | 6.89% | $3,686.2万 | 133.1万股 | $3,230.5万 | 130.5万股 | +2.5万股+1.95% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 3.76% | 5.71% | $1,985.0万 | 39.4万股 | $2,675.9万 | 53.0万股 | -13.6万股-25.64% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.75% | 3.6% | $1,984.1万 | 49.3万股 | $1,686.1万 | 49.8万股 | -4,525股-0.91% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.14% | 3.45% | $1,660.3万 | 28.5万股 | $1,617.2万 | 27.6万股 | +9,021股+3.27% | 加仓 |
| J骏利亨德森JAAA |
| 2.77% | 2.2% | $1,464.2万 | 29.0万股 | $1,032.4万 | 20.5万股 | +8.5万股+41.49% | 加仓 |
| AAvantis·U SAVUV |
| 2.68% | 2.62% | $1,414.4万 | 11.3万股 | $1,228.9万 | 11.1万股 | +2,126股+1.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.53% | 2.49% | $1,336.1万 | 1.8万股 | $1,166.9万 | 1.8万股 | -52股-0.29% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.77% | 1.92% | $935.7万 | 9.1万股 | $900.2万 | 9.0万股 | +648股+0.72% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.74% | 1.81% | $919.8万 | 27.0万股 | $846.1万 | 26.3万股 | +6,917股+2.63% | 加仓 |
 美光科技MU |
| 1.04% | 0.38% | $549.3万 | 4,759股 | $177.1万 | 5,242股 | -483股-9.21% | 减仓 |
| IiShares安硕信托GVI |
| 0.96% | 1.09% | $508.5万 | 4.8万股 | $512.2万 | 4.8万股 | -332股-0.69% | 减仓 |
| IiShares安硕信托ITOT |
| 0.83% | 0.81% | $439.2万 | 2.7万股 | $382.0万 | 2.7万股 | -82股-0.31% | 减仓 |
 GE VernovaGEV |
| 0.83% | 0.11% | $437.7万 | 3,726股 | $51.6万 | 592股 | +3,134股+529.39% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.72% | 0.71% | $380.4万 | 3.0万股 | $330.5万 | 3.0万股 | -24股-0.08% | 减仓 |
| S嘉信·USSCHX |
| 0.69% | 0.7% | $367.1万 | 12.5万股 | $328.4万 | 12.8万股 | -3,344股-2.61% | 减仓 |
 苹果AAPL |
| 0.62% | 0.62% | $329.8万 | 1.1万股 | $288.7万 | 1.1万股 | +21股+0.18% | 加仓 |
| IiShares安硕信托GVI |
| 0.51% | 0.58% | $272.2万 | 2.5万股 | $271.8万 | 2.6万股 | -311股-1.21% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.48% | 0.4% | $254.5万 | 2.2万股 | $185.3万 | 1.6万股 | +5,806股+36.44% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.45% | 0.44% | $237.6万 | 1.9万股 | $204.0万 | 4,784股 | +1.4万股+300.00% | 加仓 |
 GE航空GE |
| 0.45% | 0.38% | $235.5万 | 6,300股 | $177.9万 | 6,269股 | +31股+0.49% | 加仓 |
| EEA SERIES TRUSTAAUA |
| 0.42% | 0.4% | $219.7万 | 3.9万股 | $188.9万 | 3.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.4% | 0.37% | $212.9万 | 5,956股 | $175.2万 | 6,094股 | -138股-2.26% | 减仓 |
| IiShares安硕信托IXUS |
| 0.39% | 0.4% | $207.8万 | 2.2万股 | $189.1万 | 2.2万股 | -61股-0.28% | 减仓 |
| IiShares安硕信托IVV |
| 0.39% | 0.39% | $205.3万 | 2,741股 | $180.8万 | 2,768股 | -27股-0.98% | 减仓 |
 微软MSFT |
| 0.38% | 0.35% | $199.0万 | 5,336股 | $163.3万 | 4,410股 | +926股+21.00% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.38% | 0.5% | $198.7万 | 3.7万股 | $236.7万 | 4.5万股 | -7,430股-16.59% | 减仓 |
 英伟达NVDA |
| 0.36% | 0.33% | $192.6万 | 9,627股 | $155.2万 | 8,897股 | +730股+8.21% | 加仓 |
 摩根大通JPM |
| 0.32% | 0.33% | $166.7万 | 5,092股 | $153.0万 | 5,203股 | -111股-2.13% | 减仓 |
| S嘉信策略信托SCHM |
| 0.31% | 0.3% | $164.9万 | 4.5万股 | $140.8万 | 4.5万股 | -752股-1.65% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.31% | 0.31% | $162.3万 | 4.1万股 | $147.6万 | 4.1万股 | -283股-0.68% | 减仓 |
| V先锋领航·MIDVO |
| 0.3% | 0.3% | $156.9万 | 1.9万股 | $139.8万 | 4,867股 | +1.5万股+300.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.3% | $152.8万 | 4,324股 | $139.9万 | 4,878股 | -554股-11.36% | 减仓 |
 iShares安硕·MBSACGL |
| 0.28% | 1.19% | $150.4万 | 1.6万股 | $557.7万 | 5.9万股 | -4.3万股-72.91% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.26% | 0.29% | $136.9万 | 2.9万股 | $136.5万 | 2.9万股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.24% | 0.24% | $124.4万 | 3.4万股 | $114.5万 | 3.4万股 | +66股+0.20% | 加仓 |
| S道富SPYM |
| 0.23% | 0.23% | $123.6万 | 1.4万股 | $110.1万 | 1.4万股 | -319股-2.22% | 减仓 |
 博通AVGO |
| 0.23% | 0.22% | $123.3万 | 3,264股 | $103.3万 | 3,338股 | -74股-2.22% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.23% | 0.24% | $122.8万 | 2.1万股 | $111.3万 | 2.1万股 | -20股-0.10% | 减仓 |
 亚马逊AMZN |
| 0.19% | 0.22% | $102.7万 | 4,309股 | $103.1万 | 4,950股 | -641股-12.95% | 减仓 |
 泛林集团LRCX |
| 0.19% | 0.1% | $99.0万 | 2,285股 | $47.9万 | 2,241股 | +44股+1.96% | 加仓 |
| I景顺自营指数基金BSMQ |
| 0.18% | 0.24% | $97.4万 | 4.1万股 | $111.4万 | 4.7万股 | -5,819股-12.34% | 减仓 |
| V先锋领航指数基金VUG |
| 0.18% | 0.17% | $93.2万 | 1.1万股 | $79.9万 | 1,830股 | +8,990股+491.26% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 0.17% | 0.11% | $90.3万 | 1.7万股 | $49.4万 | 1.0万股 | +7,000股+70.00% | 加仓 |
| DDimensional维度·USDFUV |
| 0.17% | 0.17% | $89.0万 | 1.6万股 | $78.4万 | 1.6万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.17% | 0.15% | $89.0万 | 2.5万股 | $71.6万 | 2.5万股 | 00.00% | 持仓不变 |
