| IiShares安硕信托IVV |
| 16.35% | 10.11% | $3,534.8万 | 4.7万股 | $1,981.5万 | 3.0万股 | +1.7万股+55.60% | 加仓 |
| V先锋领航指数基金VTV |
| 7.77% | 9.48% | $1,680.0万 | 7.7万股 | $1,858.1万 | 9.5万股 | -1.8万股-18.60% | 减仓 |
| V先锋领航指数基金VUG |
| 7.26% | 7.2% | $1,569.9万 | 18.2万股 | $1,412.1万 | 3.2万股 | +15.0万股+463.74% | 加仓 |
| IiShares安硕信托IUSB |
| 6.38% | 7.02% | $1,379.7万 | 29.9万股 | $1,376.2万 | 29.8万股 | +1,029股+0.35% | 加仓 |
 苹果AAPL |
| 4.83% | 4.6% | $1,043.8万 | 3.6万股 | $901.2万 | 3.6万股 | +563股+1.59% | 加仓 |
| B贝莱德ETF信托DYNF |
| 4.44% | 4.29% | $960.6万 | 14.1万股 | $840.4万 | 14.4万股 | -3,193股-2.21% | 减仓 |
| IiShares安硕信托GJS |
| 4.01% | 4.17% | $867.0万 | 38.1万股 | $818.1万 | 35.7万股 | +2.4万股+6.58% | 加仓 |
| B贝莱德ETF信托CORO |
| 2.77% | 2.75% | $599.6万 | 16.4万股 | $540.2万 | 16.8万股 | -4,174股-2.48% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.72% | 2.79% | $589.1万 | 12.6万股 | $547.1万 | 11.7万股 | +9,317股+8.00% | 加仓 |
| B贝莱德·ETF TRUST IIBRTR |
| 2.7% | 2.7% | $584.6万 | 11.6万股 | $530.3万 | 10.6万股 | +1.1万股+9.95% | 加仓 |
| B贝莱德ETF信托BAI |
| 2.16% | 1.94% | $467.3万 | 8.9万股 | $380.1万 | 11.5万股 | -2.7万股-23.18% | 减仓 |
| IiShares安硕信托IVW |
| 2.06% | 1.94% | $444.7万 | 3.2万股 | $379.5万 | 3.4万股 | -1,211股-3.61% | 减仓 |
| V先锋领航指数基金VV |
| 1.93% | 1.94% | $417.2万 | 1.2万股 | $380.5万 | 1.3万股 | -600股-4.71% | 减仓 |
| IiShares安硕信托MTUM |
| 1.63% | 1.87% | $352.7万 | 1.0万股 | $366.8万 | 1.5万股 | -4,995股-32.68% | 减仓 |
| IiShares安硕信托IEFA |
| 1.58% | 1.84% | $342.5万 | 3.5万股 | $359.9万 | 4.0万股 | -4,292股-10.80% | 减仓 |
| IiShares安硕·COREIJH |
| 1.54% | 1.52% | $333.7万 | 4.3万股 | $297.2万 | 4.4万股 | -735股-1.67% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.54% | 1.5% | $333.3万 | 6.6万股 | $294.7万 | 7.2万股 | -5,590股-7.79% | 减仓 |
| GGlobal X基金SHLD |
| 1.52% | 1.62% | $328.5万 | 5.5万股 | $318.0万 | 4.5万股 | +1.0万股+22.59% | 加仓 |
| IiShares安硕信托TLH |
| 1.5% | 1.55% | $325.0万 | 3.2万股 | $303.1万 | 3.0万股 | +2,294股+7.62% | 加仓 |
| V先锋领航·MIDVO |
| 1.47% | 1.48% | $318.6万 | 4.0万股 | $290.2万 | 1.0万股 | +2.9万股+291.23% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.42% | 1.46% | $307.6万 | 1.4万股 | $286.1万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 1.34% | 1.41% | $289.2万 | 3.5万股 | $275.5万 | 3.7万股 | -2,157股-5.88% | 减仓 |
| V先锋领航指数基金VB |
| 1.3% | 1.25% | $281.9万 | 9,300股 | $245.4万 | 9,371股 | -71股-0.76% | 减仓 |
| B贝莱德ETF信托IALT |
| 1.3% | — | $281.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| V先锋领航·TOTALBNDX |
| 1.29% | 1.81% | $279.4万 | 5.8万股 | $354.6万 | 7.4万股 | -1.6万股-21.84% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.28% | 2.19% | $277.8万 | 4.7万股 | $429.6万 | 7.9万股 | -3.3万股-41.43% | 减仓 |
| B贝莱德ETF信托THRO |
| 1.19% | 2.03% | $258.1万 | 6.0万股 | $397.1万 | 11.0万股 | -5.0万股-45.38% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.18% | 1.65% | $256.1万 | 4.9万股 | $323.7万 | 6.2万股 | -1.3万股-21.51% | 减仓 |
| IiShares安硕·COREIJR |
| 1.16% | 1.11% | $251.5万 | 1.7万股 | $218.3万 | 1.8万股 | -603股-3.43% | 减仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 1.11% | 1.19% | $241.0万 | 2.7万股 | $234.0万 | 2.6万股 | +878股+3.34% | 加仓 |
 SEMPRA COMSRE |
| 0.66% | 0.76% | $142.1万 | 1.5万股 | $148.8万 | 1.5万股 | +12股+0.08% | 加仓 |
| IiShares安硕信托STIP |
| 0.62% | — | $134.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 0.52% | 2.43% | $111.5万 | 5,083股 | $476.6万 | 2.5万股 | -2.0万股-79.54% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.51% | 0.51% | $109.7万 | 6,991股 | $99.1万 | 7,162股 | -171股-2.39% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.49% | 0.64% | $105.1万 | 2.0万股 | $126.3万 | 2.4万股 | -3,988股-16.59% | 减仓 |
| IiShares安硕信托ICVT |
| 0.43% | 0.53% | $91.9万 | 7,551股 | $103.5万 | 1.0万股 | -2,614股-25.72% | 减仓 |
| IiShares安硕信托EFG |
| 0.41% | — | $89.2万 | 7,173股 | $0 | 0股 | +7,173股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.41% | $88.2万 | 1,764股 | $79.6万 | 1,661股 | +103股+6.20% | 加仓 |
 Meta平台META |
| 0.4% | 0.42% | $86.2万 | 1,530股 | $82.7万 | 1,445股 | +85股+5.88% | 加仓 |
| Q高通QCOM |
| 0.38% | 0.29% | $82.4万 | 4,458股 | $57.0万 | 4,425股 | +33股+0.75% | 加仓 |
| IiShares安硕信托IGIB |
| 0.38% | 0.51% | $82.4万 | 1.5万股 | $101.0万 | 1.9万股 | -3,480股-18.34% | 减仓 |
| IiShares安硕信托EFV |
| 0.35% | 1.58% | $75.1万 | 9,816股 | $310.3万 | 4.2万股 | -3.2万股-76.48% | 减仓 |
| IiShares黄金信托IAU |
| 0.33% | 0.36% | $71.7万 | 9,500股 | $71.0万 | 8,059股 | +1,441股+17.88% | 加仓 |
 HalozymeHALO |
| 0.28% | 0.25% | $59.9万 | 7,652股 | $49.5万 | 7,652股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.27% | 0.31% | $58.1万 | 5,869股 | $60.3万 | 6,079股 | -210股-3.45% | 减仓 |
 谷歌AGOOGL |
| 0.23% | 0.18% | $48.9万 | 1,368股 | $35.6万 | 1,239股 | +129股+10.41% | 加仓 |
 英伟达NVDA |
| 0.22% | 0.14% | $48.3万 | 2,414股 | $28.4万 | 1,627股 | +787股+48.37% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.21% | 0.22% | $46.0万 | 6,458股 | $42.7万 | 6,658股 | -200股-3.00% | 减仓 |
 TRIMBLE COMTRMB |
| 0.21% | 0.3% | $45.6万 | 8,913股 | $58.1万 | 8,909股 | +4股+0.04% | 加仓 |
 联合健康UNH |
| 0.21% | 0.14% | $44.4万 | 1,068股 | $27.8万 | 1,026股 | +42股+4.09% | 加仓 |
