| NNEOS ETF TRUSTSPYI |
| 7.3% | 7.98% | $1,816.1万 | 33.5万股 | $1,818.2万 | 34.0万股 | -5,227股-1.54% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.3% | 6.57% | $1,569.0万 | 27.0万股 | $1,496.3万 | 25.6万股 | +1.4万股+5.35% | 加仓 |
| IiShares安硕信托SHYG |
| 6.15% | 6.56% | $1,531.1万 | 36.3万股 | $1,495.0万 | 35.2万股 | +1.1万股+3.27% | 加仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 5.91% | 5.45% | $1,469.7万 | 28.4万股 | $1,241.4万 | 23.9万股 | +4.4万股+18.53% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 5.86% | 5.76% | $1,459.7万 | 28.7万股 | $1,312.9万 | 25.8万股 | +2.9万股+11.12% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.03% | 4.11% | $1,251.1万 | 5.1万股 | $936.7万 | 4.1万股 | +9,946股+24.22% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.71% | 5.11% | $1,172.9万 | 14.4万股 | $1,164.1万 | 14.0万股 | +3,606股+2.57% | 加仓 |
| IiShares安硕·COREIJH |
| 4.43% | 3.67% | $1,102.1万 | 14.2万股 | $834.9万 | 11.3万股 | +2.9万股+25.56% | 加仓 |
| NNEOS ETF TRUSTQQQI |
| 4.29% | 4.88% | $1,067.8万 | 19.3万股 | $1,111.5万 | 19.7万股 | -3,424股-1.74% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.82% | 3.62% | $949.5万 | 11.4万股 | $825.5万 | 10.6万股 | +7,770股+7.33% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3.81% | 3.67% | $947.2万 | 7.4万股 | $834.9万 | 6.6万股 | +8,196股+12.49% | 加仓 |
| NNEOS ETF TRUSTNIHI |
| 3.52% | 3.85% | $875.7万 | 16.5万股 | $877.9万 | 17.0万股 | -5,343股-3.14% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 3.43% | 3.39% | $852.5万 | 13.2万股 | $772.3万 | 13.3万股 | -944股-0.71% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.99% | 2.96% | $744.3万 | 9.5万股 | $673.8万 | 8.5万股 | +9,523股+11.18% | 加仓 |
| NNEOS RUSSELL 2000 HIGH INCOME ETFIWMI |
| 2.66% | 2.84% | $661.3万 | 12.4万股 | $645.9万 | 12.4万股 | -23股-0.02% | 减仓 |
| V先锋领航指数基金VUG |
| 2.51% | 2.65% | $623.8万 | 7.0万股 | $604.0万 | 7.0万股 | +216股+0.31% | 加仓 |
| DDimensional维度·USDFUV |
| 2.36% | 2.14% | $588.5万 | 10.3万股 | $487.7万 | 9.3万股 | +1.0万股+11.10% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.36% | 3.92% | $587.2万 | 10.2万股 | $892.7万 | 16.0万股 | -5.8万股-36.07% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.14% | 1.67% | $532.9万 | 12.3万股 | $379.3万 | 9.1万股 | +3.2万股+35.02% | 加仓 |
| NNEOS REAL ESTATE HIGH INCOME ETFIYRI |
| 2.13% | 2.78% | $530.1万 | 10.7万股 | $633.9万 | 12.8万股 | -2.1万股-16.71% | 减仓 |
| V先锋领航指数基金VTV |
| 1.98% | 1.8% | $494.0万 | 2.2万股 | $408.8万 | 2.0万股 | +2,275股+11.52% | 加仓 |
 微软MSFT |
| 1.53% | 1.43% | $379.6万 | 7,593股 | $326.2万 | 7,858股 | -265股-3.37% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.12% | 1.15% | $278.7万 | 6.1万股 | $261.7万 | 6.1万股 | +34股+0.06% | 加仓 |
| G通用动力VTI |
| 0.98% | 1.06% | $244.3万 | 6,399股 | $241.2万 | 6,646股 | -247股-3.72% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.92% | 0.33% | $229.3万 | 1.4万股 | $75.0万 | 4,827股 | +9,020股+186.87% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.86% | 0.93% | $213.3万 | 1.7万股 | $211.4万 | 1.7万股 | +1股+0.01% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.75% | 0.5% | $186.6万 | 3.7万股 | $114.9万 | 2.3万股 | +1.5万股+63.82% | 加仓 |
| IiShares安硕信托USRT |
| 0.72% | 0.68% | $179.1万 | 2.7万股 | $155.5万 | 2.4万股 | +2,690股+11.26% | 加仓 |
| V先锋领航指数基金VBK |
| 0.71% | 0.74% | $176.6万 | 4,896股 | $168.2万 | 4,896股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.67% | — | $167.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.66% | 0.58% | $163.8万 | 2,266股 | $131.1万 | 1,843股 | +423股+22.95% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.64% | 0.55% | $159.4万 | 1.6万股 | $125.5万 | 1.4万股 | +1,751股+12.72% | 加仓 |
| IiShares安硕信托IWD |
| 0.63% | 0.63% | $157.5万 | 6,117股 | $143.1万 | 6,117股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.43% | 0.44% | $106.7万 | 2.0万股 | $101.2万 | 2.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.39% | 0.37% | $97.4万 | 4,349股 | $85.0万 | 3,949股 | +400股+10.13% | 加仓 |
 苹果AAPL |
| 0.36% | 0.37% | $88.9万 | 2,838股 | $83.2万 | 2,838股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.35% | 0.36% | $88.3万 | 2,829股 | $83.1万 | 3,089股 | -260股-8.42% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.33% | 0.36% | $83.3万 | 2.2万股 | $81.9万 | 2.2万股 | +210股+0.96% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.32% | 0.33% | $80.8万 | 1.9万股 | $75.5万 | 1.9万股 | +1股+0.01% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.31% | 0.32% | $77.4万 | 1.1万股 | $72.2万 | 1.1万股 | +7股+0.07% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.31% | — | $77.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.27% | 0.28% | $67.0万 | 1,718股 | $63.4万 | 1,718股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.26% | 0.3% | $65.5万 | 1.7万股 | $67.8万 | 1.7万股 | +25股+0.15% | 加仓 |
| V先锋领航指数基金VB |
| 0.26% | 0.27% | $65.1万 | 2,125股 | $61.2万 | 2,123股 | +2股+0.09% | 加仓 |
 好市多COST |
| 0.24% | 0.28% | $59.2万 | 624股 | $63.0万 | 624股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.2% | $50.9万 | 976股 | $46.5万 | 976股 | 00.00% | 持仓不变 |
| IiShares安硕信托IYF |
| 0.19% | 0.19% | $48.5万 | 3,545股 | $43.4万 | 3,538股 | +7股+0.20% | 加仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.18% | $42.6万 | 600股 | $40.6万 | 599股 | +1股+0.17% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.17% | 0.18% | $41.9万 | 1.2万股 | $40.0万 | 1.2万股 | +56股+0.48% | 加仓 |
 摩根大通JPM |
| 0.17% | 0.15% | $41.8万 | 1,168股 | $35.3万 | 1,168股 | 00.00% | 持仓不变 |
