| S嘉信策略信托SCHD |
| 23.62% | 21.74% | $7,099.1万 | 84.0万股 | $6,545.9万 | 84.2万股 | -1,951股-0.23% | 减仓 |
| IiShares安硕信托DSI |
| 23.25% | 27.72% | $6,988.7万 | 64.4万股 | $8,346.7万 | 80.5万股 | -16.1万股-20.04% | 减仓 |
| IiShares安硕信托DMXF |
| 12.07% | 14.11% | $3,627.8万 | 50.4万股 | $4,247.9万 | 63.0万股 | -12.6万股-20.05% | 减仓 |
| V先锋领航指数基金VV |
| 10.75% | 10.45% | $3,229.6万 | 12.3万股 | $3,148.3万 | 12.7万股 | -3,448股-2.72% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.04% | 4.76% | $1,515.5万 | 2.6万股 | $1,432.9万 | 2.6万股 | +85股+0.32% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 5.04% | 4.51% | $1,514.0万 | 22.4万股 | $1,358.1万 | 22.1万股 | +3,320股+1.51% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 3.99% | 3.7% | $1,199.4万 | 9.5万股 | $1,113.3万 | 9.5万股 | +463股+0.49% | 加仓 |
| S道富SPSM |
| 2.03% | 1.9% | $610.8万 | 13.4万股 | $573.3万 | 13.8万股 | -3,846股-2.78% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.88% | 0.32% | $565.0万 | 6.8万股 | $96.5万 | 1.2万股 | +5.5万股+448.55% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.85% | 1.7% | $554.8万 | 8.8万股 | $511.8万 | 8.8万股 | +816股+0.93% | 加仓 |
| IiShares安硕·COREIJR |
| 1.79% | 1.57% | $536.6万 | 4.6万股 | $473.2万 | 4.4万股 | +1,517股+3.42% | 加仓 |
| V先锋领航指数基金VOO |
| 0.99% | 0.94% | $297.7万 | 5,641股 | $284.1万 | 5,679股 | -38股-0.67% | 减仓 |
| VVanEck ETF信托GDE |
| 0.99% | 0.93% | $296.2万 | 7.6万股 | $280.8万 | 7.8万股 | -2,519股-3.22% | 减仓 |
| IiShares安硕信托PABU |
| 0.81% | 0.52% | $243.2万 | 3.8万股 | $157.6万 | 2.6万股 | +1.2万股+44.83% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.78% | 0.75% | $234.3万 | 2.8万股 | $225.9万 | 2.9万股 | -842股-2.94% | 减仓 |
| IiShares安硕信托AOR |
| 0.67% | 0.64% | $201.0万 | 3.4万股 | $193.5万 | 3.5万股 | -411股-1.19% | 减仓 |
| IiShares安硕信托SHV |
| 0.62% | — | $186.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| G通用动力VTI |
| 0.57% | 0.5% | $171.0万 | 6,040股 | $151.3万 | 5,654股 | +386股+6.83% | 加仓 |
| TTidal·TRUST IJSTC |
| 0.41% | 0.38% | $123.7万 | 6.6万股 | $113.2万 | 6.5万股 | +218股+0.33% | 加仓 |
| SSCHWAB CHARLES FAMILY FD |
| 0.34% | 0.41% | $101.9万 | 101.9万股 | $123.9万 | 123.9万股 | -22.0万股-17.78% | 减仓 |
| IiShares安硕·COREIJH |
| 0.31% | 0.3% | $92.6万 | 1.5万股 | $89.5万 | 1.5万股 | -446股-2.92% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.27% | 0.26% | $82.3万 | 1.4万股 | $79.1万 | 1.5万股 | -506股-3.40% | 减仓 |
| IiShares安硕信托AOA |
| 0.24% | 0.22% | $71.7万 | 9,422股 | $67.1万 | 9,295股 | +127股+1.37% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.2% | 0.18% | $61.6万 | 5,527股 | $53.0万 | 5,069股 | +458股+9.04% | 加仓 |
| IISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF |
| 0.19% | 0.18% | $58.6万 | 1.8万股 | $55.3万 | 1.8万股 | +114股+0.63% | 加仓 |
| S道富SPYX |
| 0.15% | 0.14% | $45.4万 | 9,610股 | $42.7万 | 9,584股 | +26股+0.27% | 加仓 |
| IISHARES PARIS-ALIGNED CLIMATE MSCI WORLD EX USA ETFPABD |
| 0.13% | 0.12% | $39.2万 | 6,897股 | $36.0万 | 6,897股 | 00.00% | 持仓不变 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.13% | 0.13% | $38.6万 | 4,342股 | $40.2万 | 4,822股 | -480股-9.95% | 减仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.13% | 0.12% | $38.6万 | 8,946股 | $35.4万 | 8,606股 | +340股+3.95% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.12% | 0.12% | $37.0万 | 1,638股 | $37.1万 | 1,638股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOK |
| 0.09% | 0.09% | $27.0万 | 7,339股 | $26.7万 | 7,582股 | -243股-3.20% | 减仓 |
| I景顺QQQ信托VOO |
| 0.08% | 0.08% | $25.4万 | 519股 | $24.9万 | 519股 | 00.00% | 持仓不变 |
| IIMPACT SHARES NAACP MINORITY EMPOWERMENT ETFNACP |
| 0.07% | 0.06% | $20.5万 | 4,952股 | $19.6万 | 4,952股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.03% | 0.03% | $10.3万 | 2,000股 | $9.5万 | 2,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.03% | 0.03% | $9.1万 | 952股 | $9.1万 | 983股 | -31股-3.15% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.03% | 0.03% | $8.8万 | 1,058股 | $8.1万 | 1,058股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.03% | 0.03% | $8.6万 | 438股 | $7.9万 | 436股 | +2股+0.46% | 加仓 |
| IiShares安硕信托IVV |
| 0.02% | 0.01% | $7.3万 | 126股 | $1.7万 | 30股 | +96股+320.00% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.02% | 0.02% | $7.0万 | 586股 | $6.6万 | 586股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYBB |
| 0.02% | 0.02% | $6.4万 | 1,366股 | $6.0万 | 1,344股 | +22股+1.64% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.02% | 0.02% | $5.5万 | 937股 | $5.4万 | 927股 | +10股+1.08% | 加仓 |
 VanEck ETF信托GDXJ |
| 0.01% | 0.01% | $4.3万 | 873股 | $3.7万 | 873股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 0.01% | — | $4.2万 | 338股 | $0 | 0股 | +338股 | 新买入 |
| VVanEck ETF信托GDX |
| 0.01% | 0.01% | $3.8万 | 961股 | $3.3万 | 961股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.01% | — | $3.8万 | 408股 | $0 | 0股 | +408股 | 新买入 |
| FFIDELITY MSCI ENERGY INDEX ETFFENY |
| 0.01% | 0.01% | $3.6万 | 1,501股 | $3.8万 | 1,501股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.01% | 0.01% | $3.4万 | 144股 | $3.1万 | 144股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.01% | 0.01% | $3.4万 | 250股 | $3.0万 | 250股 | 00.00% | 持仓不变 |
| F富达Covington信托FDVV |
| 0.01% | 0.01% | $2.8万 | 560股 | $2.6万 | 560股 | 00.00% | 持仓不变 |
| F富达·COMWLTH TRONEQ |
| 0.01% | 0.01% | $2.7万 | 380股 | $2.7万 | 380股 | 00.00% | 持仓不变 |
