| S嘉信·USSCHX |
| 17.2% | 17.03% | $3,645.4万 | 124.4万股 | $3,414.9万 | 121.4万股 | +3.0万股+2.49% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 15.63% | 15.82% | $3,312.4万 | 68.9万股 | $3,173.3万 | 65.3万股 | +3.5万股+5.36% | 加仓 |
| V先锋领航债券指数基金BIV |
| 14.2% | 14.99% | $3,008.8万 | 39.5万股 | $3,007.0万 | 38.8万股 | +6,757股+1.74% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 12.33% | 12.13% | $2,612.6万 | 29.5万股 | $2,433.3万 | 28.0万股 | +1.5万股+5.51% | 加仓 |
 苹果AAPL |
| 5.16% | 4.52% | $1,093.4万 | 3.3万股 | $907.1万 | 3.3万股 | -703股-2.10% | 减仓 |
| IiShares安硕信托TLT |
| 5.07% | 5.33% | $1,073.8万 | 12.7万股 | $1,068.6万 | 12.3万股 | +3,813股+3.09% | 加仓 |
| V先锋领航·TOTALBND |
| 4.51% | 3.83% | $955.7万 | 13.1万股 | $768.9万 | 10.4万股 | +2.7万股+25.99% | 加仓 |
| V先锋领航全球基金VGT |
| 4.41% | 4.72% | $934.8万 | 8.3万股 | $946.2万 | 9.1万股 | -8,188股-9.01% | 减仓 |
| IiShares安硕EWJ |
| 4.09% | 4.12% | $867.5万 | 9.6万股 | $825.8万 | 9.5万股 | +1,301股+1.38% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.06% | 4.15% | $648.6万 | 13.5万股 | $831.6万 | 17.3万股 | -3.7万股-21.61% | 减仓 |
| IiShares安硕信托IEV |
| 2.84% | 2.96% | $601.1万 | 8.3万股 | $594.0万 | 8.3万股 | -310股-0.37% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.98% | 1.72% | $419.0万 | 2.6万股 | $345.5万 | 2.4万股 | +2,049股+8.55% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.42% | 1.49% | $301.4万 | 8,709股 | $298.1万 | 8,709股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 1.4% | — | $296.0万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 英伟达NVDA |
| 1.33% | 1.44% | $281.8万 | 1.4万股 | $289.4万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.88% | 1.24% | $187.2万 | 1.7万股 | $249.2万 | 2.3万股 | -5,803股-25.39% | 减仓 |
 博通AVGO |
| 0.82% | 1.03% | $172.8万 | 4,661股 | $206.8万 | 4,892股 | -231股-4.72% | 减仓 |
| V先锋领航债券指数基金BLV |
| 0.78% | 0.62% | $164.3万 | 2.4万股 | $123.8万 | 1.8万股 | +6,422股+35.86% | 加仓 |
| IiShares安硕信托IEFA |
| 0.32% | 0.33% | $67.6万 | 7,023股 | $66.7万 | 7,023股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.27% | — | $56.6万 | 7,283股 | $0 | 0股 | +7,283股 | 新买入 |
 微软MSFT |
| 0.25% | 0.28% | $52.7万 | 1,338股 | $56.8万 | 1,338股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.23% | 0.25% | $48.6万 | 753股 | $50.8万 | 753股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.23% | 0.19% | $48.6万 | 1,910股 | $38.0万 | 1,910股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.23% | 0.3% | $47.9万 | 2,003股 | $59.8万 | 2,753股 | -750股-27.24% | 减仓 |
 亚马逊AMZN |
| 0.19% | 0.22% | $40.7万 | 1,647股 | $43.5万 | 1,647股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.15% | 0.16% | $32.3万 | 2,500股 | $32.0万 | 2,500股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.13% | 0.14% | $28.4万 | 9,870股 | $27.2万 | 9,870股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.13% | — | $27.0万 | 544股 | $0 | 0股 | +544股 | 新买入 |
| S嘉信·USSCHA |
| 0.12% | 0.16% | $26.4万 | 7,761股 | $31.4万 | 9,753股 | -1,992股-20.42% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.11% | 0.11% | $24.0万 | 1,182股 | $22.8万 | 1,182股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.11% | 0.12% | $23.8万 | 686股 | $23.6万 | 686股 | 00.00% | 持仓不变 |
 FLAGSTAR BANK NATIONAL ASSOCFLG |
| 0.11% | 0.11% | $23.4万 | 1.6万股 | $22.0万 | 1.6万股 | 00.00% | 持仓不变 |
 BP SPONSORED ADRBP |
| 0.1% | 0.12% | $21.4万 | 5,100股 | $23.6万 | 5,100股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.1% | — | $20.9万 | 1,642股 | $0 | 0股 | +1,642股 | 新买入 |
| PPATTERSON-UTI ENERGYPTEN |
| 0.1% | 0.11% | $20.1万 | 2.0万股 | $22.8万 | 2.0万股 | 00.00% | 持仓不变 |
| FFATE THERAPEUTICS INC COMFATE |
| 0.03% | 0.02% | $7.4万 | 2.6万股 | $3.5万 | 2.6万股 | 00.00% | 持仓不变 |
