| G通用动力VTI |
| 5.6% | 6.56% | $5,450.5万 | 14.7万股 | $4,820.2万 | 14.1万股 | +6,621股+4.71% | 加仓 |
| IiShares安硕信托GVI |
| 5.13% | 5.96% | $4,992.6万 | 46.4万股 | $4,381.7万 | 40.9万股 | +5.5万股+13.37% | 加仓 |
| V先锋领航指数基金VOO |
| 5.09% | 4.9% | $4,956.5万 | 7.2万股 | $3,602.1万 | 5.6万股 | +1.6万股+27.89% | 加仓 |
| I景顺QQQ信托VOO |
| 3.99% | 0.31% | $3,879.4万 | 5.3万股 | $225.1万 | 3,581股 | +4.9万股+1,371.10% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.53% | 1.33% | $3,431.1万 | 4.6万股 | $974.6万 | 1.4万股 | +3.2万股+227.40% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.09% | 2.48% | $2,030.9万 | 40.3万股 | $1,819.3万 | 37.1万股 | +3.2万股+8.64% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.08% | 2.45% | $2,024.0万 | 41.8万股 | $1,796.8万 | 37.3万股 | +4.5万股+12.16% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 2.06% | 2.68% | $2,008.4万 | 19.8万股 | $1,966.9万 | 19.4万股 | +4,138股+2.13% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 1.7% | 2.24% | $1,650.8万 | 16.3万股 | $1,647.1万 | 16.4万股 | -103股-0.06% | 减仓 |
 苹果AAPL |
| 1.69% | 1.75% | $1,643.3万 | 5.7万股 | $1,283.6万 | 5.0万股 | +7,197股+14.51% | 加仓 |
| IiShares安硕信托EUSB |
| 1.64% | 2.21% | $1,593.5万 | 36.7万股 | $1,620.9万 | 37.1万股 | -3,764股-1.02% | 减仓 |
 英伟达NVDA |
| 1.43% | 1.78% | $1,388.4万 | 6.9万股 | $1,309.2万 | 6.7万股 | +2,766股+4.15% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 1.38% | 1.83% | $1,346.3万 | 25.8万股 | $1,341.0万 | 25.7万股 | +1,415股+0.55% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.33% | 1.71% | $1,297.2万 | 15.5万股 | $1,253.7万 | 15.5万股 | -499股-0.32% | 减仓 |
| IiShares黄金信托IAU |
| 1.26% | 1.69% | $1,229.7万 | 16.3万股 | $1,238.8万 | 13.6万股 | +2.7万股+19.87% | 加仓 |
| IiShares安硕信托IUSB |
| 1.15% | 1.68% | $1,120.2万 | 24.3万股 | $1,234.3万 | 26.6万股 | -2.3万股-8.62% | 减仓 |
 iShares安硕·MBSACGL |
| 1.15% | 1.47% | $1,114.7万 | 11.8万股 | $1,082.5万 | 11.3万股 | +4,538股+4.00% | 加仓 |
| SSANDISK COMSNDK |
| 1.11% | 0.05% | $1,075.6万 | 4,731股 | $36.2万 | 384股 | +4,347股+1,132.03% | 加仓 |
| S道富SPYX |
| 1.09% | 1.1% | $1,058.1万 | 17.3万股 | $809.1万 | 14.2万股 | +3.1万股+21.61% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.07% | 1.55% | $1,041.1万 | 13.6万股 | $1,137.9万 | 14.7万股 | -1.1万股-7.48% | 减仓 |
| IiShares安硕·COREIJH |
| 1.03% | 0.8% | $1,006.8万 | 13.1万股 | $586.6万 | 8.2万股 | +4.9万股+59.31% | 加仓 |
| IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH |
| 1.03% | — | $1,006.4万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
| V先锋领航指数基金VUG |
| 1% | 0.95% | $970.7万 | 11.3万股 | $701.5万 | 1.5万股 | +9.8万股+665.89% | 加仓 |
| JJPMorgan Sustainable Municipal Income ETFJMSI |
| 0.92% | 1.16% | $894.6万 | 17.7万股 | $849.5万 | 16.9万股 | +8,290股+4.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 1% | $826.2万 | 2.3万股 | $731.1万 | 2.2万股 | +1,268股+5.73% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.8% | 1.06% | $778.9万 | 1.1万股 | $777.9万 | 1.2万股 | -831股-6.98% | 减仓 |
 微软MSFT |
| 0.77% | 1.03% | $745.1万 | 2.0万股 | $754.7万 | 1.9万股 | +776股+4.04% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.74% | 0.29% | $715.4万 | 7.9万股 | $210.8万 | 2.5万股 | +5.4万股+215.57% | 加仓 |
 亚马逊AMZN |
| 0.72% | 0.76% | $701.0万 | 2.9万股 | $559.4万 | 2.2万股 | +6,945股+30.91% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.7% | 0.93% | $685.8万 | 15.0万股 | $684.0万 | 15.0万股 | -242股-0.16% | 减仓 |
 应用材料AMAT |
| 0.7% | 0.21% | $684.1万 | 9,461股 | $153.1万 | 3,870股 | +5,591股+144.47% | 加仓 |
 美光科技MU |
| 0.7% | 0.12% | $678.0万 | 5,874股 | $87.5万 | 1,879股 | +3,995股+212.61% | 加仓 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.69% | 0.91% | $667.8万 | 14.1万股 | $667.3万 | 14.0万股 | +850股+0.61% | 加仓 |
 泛林集团LRCX |
| 0.67% | 0.24% | $648.3万 | 1.5万股 | $176.1万 | 6,465股 | +8,495股+131.40% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.64% | 0.71% | $625.9万 | 12.1万股 | $523.5万 | 10.4万股 | +1.7万股+16.33% | 加仓 |
 西部数据WDC |
| 0.64% | 0.12% | $622.7万 | 9,750股 | $85.2万 | 2,327股 | +7,423股+318.99% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.62% | 0.67% | $599.1万 | 8.9万股 | $491.9万 | 7.3万股 | +1.6万股+21.95% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.61% | 0.75% | $597.6万 | 12.4万股 | $552.0万 | 11.4万股 | +1.0万股+8.90% | 加仓 |
| I景顺交易所交易基金IIPZA |
| 0.61% | 0.75% | $590.9万 | 25.1万股 | $553.5万 | 23.7万股 | +1.4万股+5.89% | 加仓 |
| S嘉信策略信托SCHF |
| 0.6% | 0.66% | $580.5万 | 21.0万股 | $482.7万 | 18.1万股 | +2.8万股+15.53% | 加仓 |
| IiShares安硕信托GJS |
| 0.56% | 0.77% | $547.8万 | 24.0万股 | $563.8万 | 24.6万股 | -5,113股-2.08% | 减仓 |
| V先锋领航债券指数基金BLV |
| 0.55% | 0.62% | $534.1万 | 7.7万股 | $456.6万 | 6.6万股 | +1.2万股+17.88% | 加仓 |
 谷歌AGOOGL |
| 0.55% | 0.61% | $533.5万 | 1.5万股 | $445.6万 | 1.3万股 | +1,543股+11.53% | 加仓 |
 AMD超威AMD |
| 0.55% | 0.1% | $533.3万 | 9,181股 | $71.8万 | 2,816股 | +6,365股+226.03% | 加仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 0.54% | 0.56% | $523.2万 | 7.1万股 | $411.9万 | 5.7万股 | +1.4万股+24.82% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.54% | 0.8% | $522.9万 | 9.3万股 | $587.7万 | 7.8万股 | +1.5万股+19.72% | 加仓 |
| IiShares安硕信托LMUB |
| 0.51% | 0.63% | $494.9万 | 9.7万股 | $463.2万 | 9.1万股 | +5,297股+5.80% | 加仓 |
 英特尔INTC |
| 0.5% | — | $490.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.5% | 0.29% | $484.6万 | 6,470股 | $212.8万 | 3,050股 | +3,420股+112.13% | 加仓 |
| J摩根大通交易所交易基金JMHI |
| 0.49% | 0.62% | $474.3万 | 9.4万股 | $455.1万 | 9.1万股 | +2,570股+2.82% | 加仓 |
