| V先锋领航·FTSEVEA |
| 9.66% | 9.4% | $1,369.4万 | 19.0万股 | $1,292.6万 | 18.9万股 | +1,372股+0.73% | 加仓 |
| S嘉信·USSCHX |
| 8.41% | 8.27% | $1,191.8万 | 40.2万股 | $1,136.9万 | 40.5万股 | -3,528股-0.87% | 减仓 |
| V先锋领航·TOTALBND |
| 5.7% | 5.68% | $808.1万 | 11.0万股 | $781.6万 | 10.6万股 | +4,667股+4.41% | 加仓 |
| S嘉信·USSCHA |
| 4.11% | 4.09% | $582.6万 | 16.6万股 | $563.1万 | 17.5万股 | -8,333股-4.77% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 4.02% | 3.88% | $569.1万 | 11.3万股 | $533.1万 | 10.6万股 | +6,900股+6.53% | 加仓 |
| SSEI QIMSEIV |
| 3.81% | 3.73% | $540.4万 | 11.2万股 | $512.9万 | 11.7万股 | -4,097股-3.51% | 减仓 |
| SSEI QIMSEIM |
| 3.8% | 3.87% | $538.2万 | 9.9万股 | $531.7万 | 10.5万股 | -6,070股-5.78% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.7% | 3.71% | $524.0万 | 8.7万股 | $509.6万 | 8.7万股 | +516股+0.60% | 加仓 |
| IiShares安硕信托GVI |
| 3.53% | 3.93% | $500.8万 | 4.7万股 | $540.9万 | 5.0万股 | -3,846股-7.63% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.47% | 3.41% | $491.0万 | 10.2万股 | $468.5万 | 9.7万股 | +4,586股+4.72% | 加仓 |
| IiShares安硕信托GVI |
| 2.58% | 2.93% | $366.1万 | 3.4万股 | $402.4万 | 3.8万股 | -3,294股-8.73% | 减仓 |
| IISHARES BROADUSIG |
| 2.56% | 2.51% | $363.4万 | 7.1万股 | $344.9万 | 6.7万股 | +4,231股+6.32% | 加仓 |
| S道富SPHY |
| 2.45% | 2.43% | $347.7万 | 14.9万股 | $334.4万 | 14.2万股 | +6,952股+4.90% | 加仓 |
| S嘉信·USSCHP |
| 2.29% | 2.29% | $325.1万 | 12.4万股 | $314.9万 | 11.7万股 | +6,204股+5.28% | 加仓 |
| PPGIM AAAPAAA |
| 2.24% | 2.23% | $316.9万 | 6.2万股 | $307.1万 | 6.0万股 | +1,974股+3.30% | 加仓 |
| V先锋领航指数基金VTV |
| 2.23% | 2.11% | $316.4万 | 1.4万股 | $290.7万 | 1.4万股 | +89股+0.62% | 加仓 |
| V先锋领航指数基金VUG |
| 2.01% | 1.97% | $284.9万 | 3.3万股 | $271.5万 | 3.3万股 | +158股+0.48% | 加仓 |
| SSEI QIMSEIQ |
| 1.9% | 1.8% | $269.3万 | 6.7万股 | $247.6万 | 6.4万股 | +2,743股+4.28% | 加仓 |
| IiShares安硕信托IEI |
| 1.75% | 1.74% | $248.3万 | 2.0万股 | $239.8万 | 2.0万股 | +460股+2.32% | 加仓 |
| AABRDN BLOOMBERGBCI |
| 1.61% | 1.85% | $228.4万 | 10.0万股 | $254.8万 | 10.5万股 | -4,182股-4.00% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.58% | 1.58% | $223.3万 | 6.5万股 | $217.4万 | 6.6万股 | -1,511股-2.28% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.57% | 1.53% | $222.5万 | 9.6万股 | $210.6万 | 9.0万股 | +6,031股+6.67% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.43% | 1.41% | $202.6万 | 3.0万股 | $193.3万 | 2.9万股 | +1,493股+5.20% | 加仓 |
| IiShares安硕信托IDEV |
| 1.42% | 1.39% | $201.8万 | 2.2万股 | $191.2万 | 2.2万股 | +588股+2.71% | 加仓 |
| IiShares安硕IEMG |
| 1.4% | 1.38% | $198.0万 | 2.4万股 | $190.4万 | 2.4万股 | -291股-1.19% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.33% | 1.29% | $188.7万 | 4.5万股 | $177.1万 | 4.5万股 | +31股+0.07% | 加仓 |
| VVANECK JPMEMLC |
| 1.32% | 1.3% | $186.8万 | 7.3万股 | $178.7万 | 6.9万股 | +3,901股+5.64% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.31% | 1.27% | $186.3万 | 5.4万股 | $175.3万 | 5.5万股 | -943股-1.72% | 减仓 |
 iShares安硕·MBSACGL |
| 1.24% | 1.22% | $175.4万 | 1.9万股 | $167.4万 | 1.8万股 | +1,030股+5.86% | 加仓 |
| S嘉信策略信托SCHM |
| 1.24% | 1.2% | $175.1万 | 4.9万股 | $165.1万 | 4.9万股 | -373股-0.76% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.13% | 1.22% | $159.5万 | 1.9万股 | $168.1万 | 2.2万股 | -2,288股-10.56% | 减仓 |
| IiShares安硕信托IEFA |
| 0.82% | 0.84% | $116.7万 | 1.2万股 | $115.7万 | 1.2万股 | -279股-2.30% | 减仓 |
| IiShares安硕信托USMV |
| 0.81% | 0.82% | $114.7万 | 1.2万股 | $112.2万 | 1.2万股 | -209股-1.75% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.8% | 0.83% | $113.5万 | 4.7万股 | $114.6万 | 4.7万股 | -120股-0.25% | 减仓 |
| VVanEck ETF信托HYD |
| 0.79% | 0.77% | $111.8万 | 2.2万股 | $105.3万 | 2.1万股 | +1,125股+5.47% | 加仓 |
| SSPDR道富指数基金SPEU |
| 0.78% | 0.78% | $110.2万 | 2.0万股 | $106.9万 | 2.0万股 | +50股+0.25% | 加仓 |
 麦当劳MCD |
| 0.74% | 0.82% | $104.9万 | 3,753股 | $112.6万 | 3,753股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.64% | 0.67% | $90.3万 | 1.8万股 | $91.8万 | 1.8万股 | -113股-0.62% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.62% | 0.66% | $88.4万 | 1.8万股 | $90.9万 | 1.8万股 | -121股-0.67% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.61% | 0.63% | $85.8万 | 3.4万股 | $86.7万 | 3.4万股 | -579股-1.68% | 减仓 |
| SSEI QiM U.S. Large Cap Low Volatility Active ETFSELV |
| 0.53% | 0.53% | $75.2万 | 2.3万股 | $73.3万 | 2.3万股 | +215股+0.95% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.5% | 0.5% | $71.0万 | 2,916股 | $68.3万 | 2,953股 | -37股-1.25% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.48% | 0.49% | $67.5万 | 1.3万股 | $67.2万 | 1.3万股 | -180股-1.37% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 0.46% | 0.43% | $65.2万 | 3,629股 | $59.7万 | 3,695股 | -66股-1.79% | 减仓 |
| V先锋领航指数基金VBK |
| 0.44% | 0.43% | $62.4万 | 1,731股 | $58.8万 | 1,747股 | -16股-0.92% | 减仓 |
| TT ROWETFLR |
| 0.4% | 0.4% | $56.8万 | 1.1万股 | $54.7万 | 1.1万股 | +515股+4.80% | 加仓 |
| SSPDR S&P EMERGING ASIA PACIFIC ETFGMF |
| 0.4% | 0.39% | $56.5万 | 3,598股 | $54.0万 | 3,617股 | -19股-0.53% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.37% | 0.41% | $52.3万 | 955股 | $56.3万 | 955股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.36% | 0.41% | $50.4万 | 9,089股 | $56.6万 | 1.0万股 | -1,302股-12.53% | 减仓 |
| GGlobal X基金CLIP |
| 0.34% | 0.35% | $48.2万 | 4,818股 | $48.5万 | 4,840股 | -22股-0.45% | 减仓 |
