| V先锋领航指数基金VV |
| 9.32% | 10.82% | $3,181.7万 | 10.1万股 | $3,134.9万 | 10.1万股 | -371股-0.37% | 减仓 |
| IiShares黄金信托IAU |
| 7.88% | 9.16% | $2,690.3万 | 33.1万股 | $2,654.0万 | 36.4万股 | -3.3万股-8.99% | 减仓 |
| V先锋领航指数基金VOO |
| 6.63% | 6.15% | $2,264.0万 | 3.7万股 | $1,783.1万 | 3.0万股 | +7,295股+24.68% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.77% | — | $1,968.4万 | 40.7万股 | $0 | 0股 | +40.7万股 | 新买入 |
| V先锋领航·TOTALBND |
| 5.64% | — | $1,924.3万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
| SSEI QIMSEIM |
| 4.97% | — | $1,695.0万 | 36.7万股 | $0 | 0股 | +36.7万股 | 新买入 |
| IiShares安硕信托EFV |
| 4.61% | — | $1,574.9万 | 22.1万股 | $0 | 0股 | +22.1万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 4.58% | 1.88% | $1,563.9万 | 31.1万股 | $544.2万 | 10.9万股 | +20.2万股+185.67% | 加仓 |
| IiShares安硕信托EEM |
| 4.57% | 5.42% | $1,560.8万 | 28.5万股 | $1,571.3万 | 29.2万股 | -6,679股-2.29% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.51% | 5.18% | $1,540.6万 | 16.0万股 | $1,500.3万 | 15.9万股 | +1,062股+0.67% | 加仓 |
| IiShares安硕信托IWC |
| 3.08% | — | $1,052.1万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| V先锋领航·MALVERN FDSVTIP |
| 2.19% | 1.12% | $748.3万 | 15.1万股 | $323.8万 | 6.5万股 | +8.7万股+133.80% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 2.12% | 1.06% | $724.3万 | 10.7万股 | $307.4万 | 4.6万股 | +6.1万股+133.44% | 加仓 |
| IiShares安硕信托EFAV |
| 2.09% | 2.39% | $711.8万 | 8.3万股 | $691.6万 | 8.1万股 | +1,373股+1.69% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.56% | 3.94% | $533.0万 | 14.0万股 | $1,142.0万 | 31.9万股 | -17.9万股-56.04% | 减仓 |
| IiShares安硕信托GVI |
| 1.53% | 0.88% | $523.6万 | 4.9万股 | $253.6万 | 2.4万股 | +2.5万股+106.31% | 加仓 |
| DDimensional维度·USDFUV |
| 1.53% | 1.69% | $522.1万 | 11.2万股 | $488.3万 | 10.9万股 | +2,901股+2.66% | 加仓 |
 可口可乐KO |
| 1.41% | 1.59% | $482.0万 | 6.9万股 | $460.9万 | 6.9万股 | -78股-0.11% | 减仓 |
| SSEI QIMSEIQ |
| 1.25% | — | $425.2万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
| IiShares安硕·U S ETF TRIAK |
| 1.22% | 3.16% | $415.0万 | 16.9万股 | $915.3万 | 37.2万股 | -20.3万股-54.65% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.19% | — | $407.1万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| G通用动力VTI |
| 1.16% | 0.96% | $394.5万 | 1.2万股 | $279.1万 | 8,475股 | +3,293股+38.86% | 加仓 |
| IiShares安硕信托USMV |
| 1.09% | 1.27% | $373.6万 | 4.0万股 | $369.2万 | 3.9万股 | +800股+2.06% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.08% | 1.21% | $367.0万 | 11.6万股 | $349.6万 | 11.4万股 | +1,969股+1.73% | 加仓 |
| SSEI QIMSEIV |
| 1.04% | — | $354.5万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.75% | 0.87% | $255.1万 | 3.0万股 | $252.6万 | 3.0万股 | +416股+1.38% | 加仓 |
| IiShares安硕信托LQD |
| 0.73% | — | $250.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| DDimensional维度ETF信托DFIP |
| 0.73% | — | $248.2万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 苹果AAPL |
| 0.66% | 0.74% | $225.4万 | 8,292股 | $213.4万 | 8,352股 | -60股-0.72% | 减仓 |
| IiShares安硕信托DVY |
| 0.63% | 0.73% | $215.0万 | 1.5万股 | $213.0万 | 1.5万股 | +270股+1.80% | 加仓 |
| DDimensional维度ETF信托DEHP |
| 0.55% | 0.61% | $189.4万 | 5.9万股 | $178.1万 | 5.8万股 | +943股+1.63% | 加仓 |
 微软MSFT |
| 0.51% | 0.66% | $174.8万 | 3,615股 | $191.8万 | 3,691股 | -76股-2.06% | 减仓 |
 谷歌AGOOGL |
| 0.51% | 0.25% | $173.7万 | 5,548股 | $72.2万 | 2,948股 | +2,600股+88.20% | 加仓 |
 家得宝HD |
| 0.49% | 0.57% | $168.6万 | 4,901股 | $166.3万 | 4,188股 | +713股+17.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.54% | $164.6万 | 2,414股 | $157.0万 | 2,349股 | +65股+2.77% | 加仓 |
| IiShares安硕IEMG |
| 0.48% | — | $164.1万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| IISHARES U.S. TELECOMMUNICATIONS ETFIYZ |
| 0.39% | 0.41% | $134.5万 | 4.0万股 | $117.5万 | 3.6万股 | +3,519股+9.73% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.38% | 0.42% | $130.4万 | 6,529股 | $121.4万 | 6,156股 | +373股+6.06% | 加仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.38% | — | $129.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSPDR道富系列信托HYMB |
| 0.38% | 0.41% | $128.0万 | 5.1万股 | $119.2万 | 4.8万股 | +3,419股+7.14% | 加仓 |
| IiShares安硕信托IDU |
| 0.37% | — | $125.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| VVanEck ETF信托HYD |
| 0.37% | 0.4% | $124.9万 | 2.4万股 | $116.5万 | 2.3万股 | +1,494股+6.51% | 加仓 |
 英伟达NVDA |
| 0.32% | 0.46% | $107.9万 | 5,784股 | $134.4万 | 7,178股 | -1,394股-19.42% | 减仓 |
 博通AVGO |
| 0.27% | 0.41% | $91.4万 | 2,640股 | $119.8万 | 3,592股 | -952股-26.50% | 减仓 |
 华纳兄弟探索WBD |
| 0.25% | 0.13% | $86.9万 | 3.0万股 | $36.7万 | 1.9万股 | +1.1万股+59.02% | 加仓 |
 美光科技MU |
| 0.25% | — | $86.6万 | 3,035股 | $0 | 0股 | +3,035股 | 新买入 |
| AAPPLOVINAPP |
| 0.25% | 0.34% | $84.2万 | 1,250股 | $98.5万 | 1,399股 | -149股-10.65% | 减仓 |
 特斯拉TSLA |
| 0.24% | 0.17% | $83.5万 | 1,857股 | $49.5万 | 1,078股 | +779股+72.26% | 加仓 |
 科磊KLAC |
| 0.24% | — | $82.0万 | 675股 | $0 | 0股 | +675股 | 新买入 |
 亚马逊AMZN |
| 0.23% | 0.24% | $77.3万 | 3,347股 | $68.3万 | 3,096股 | +251股+8.11% | 加仓 |
