| V先锋领航指数基金VOO |
| 23.58% | 23.4% | $1.97亿 | 28.7万股 | $1.72亿 | 28.8万股 | -1,465股-0.51% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 17.17% | 17.69% | $1.43亿 | 460.9万股 | $1.30亿 | 467.2万股 | -6.3万股-1.34% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 11.7% | 11.8% | $9,764.5万 | 116.6万股 | $8,676.0万 | 115.5万股 | +1.1万股+0.92% | 加仓 |
| WWisdomTree信托DGRW |
| 9.48% | 9.71% | $7,912.5万 | 82.7万股 | $7,142.5万 | 81.3万股 | +1.4万股+1.77% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 8.86% | 9.23% | $7,395.9万 | 200.8万股 | $6,786.4万 | 199.8万股 | +9,813股+0.49% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 8.67% | 8.33% | $7,238.9万 | 163.2万股 | $6,127.9万 | 157.7万股 | +5.5万股+3.48% | 加仓 |
 实耐宝SNA |
| 4.87% | 4.99% | $4,066.4万 | 10.1万股 | $3,670.1万 | 10.1万股 | +10股+0.01% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.07% | 2.08% | $1,727.9万 | 4.2万股 | $1,527.9万 | 4.3万股 | -657股-1.53% | 减仓 |
| G通用动力VTI |
| 1.96% | 1.93% | $1,636.7万 | 4.4万股 | $1,416.3万 | 4.4万股 | +84股+0.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.36% | 1.17% | $1,133.5万 | 1.5万股 | $860.7万 | 1.3万股 | +1,944股+14.69% | 加仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.82% | $717.0万 | 9,575股 | $604.1万 | 9,248股 | +327股+3.54% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.85% | 0.86% | $709.5万 | 20.4万股 | $633.9万 | 20.8万股 | -4,013股-1.93% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.65% | $548.9万 | 7.7万股 | $479.7万 | 7.5万股 | +2,176股+2.91% | 加仓 |
| V先锋领航指数基金VV |
| 0.64% | 0.64% | $538.0万 | 1.6万股 | $470.4万 | 1.6万股 | -98股-0.62% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.55% | 0.62% | $458.0万 | 9.1万股 | $457.4万 | 9.2万股 | -1,128股-1.23% | 减仓 |
| I景顺QQQ信托VOO |
| 0.42% | — | $349.5万 | 4,746股 | $0 | 0股 | +4,746股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.41% | 0.4% | $344.1万 | 4.0万股 | $296.3万 | 3.8万股 | +1,824股+4.75% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.31% | 0.33% | $259.4万 | 1.6万股 | $242.8万 | 1.6万股 | +25股+0.15% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.28% | 0.27% | $232.4万 | 1.9万股 | $199.5万 | 4,679股 | +1.4万股+300.00% | 加仓 |
| IiShares安硕·COREIJH |
| 0.21% | 0.21% | $175.9万 | 2.3万股 | $154.0万 | 2.3万股 | +6股+0.03% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.15% | 0.15% | $124.5万 | 1,770股 | $113.2万 | 1,836股 | -66股-3.59% | 减仓 |
| V先锋领航指数基金VUG |
| 0.13% | 0.12% | $112.4万 | 1.3万股 | $91.5万 | 2,095股 | +1.1万股+522.67% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.13% | 0.13% | $112.2万 | 1.9万股 | $94.7万 | 1.8万股 | +1,280股+7.30% | 加仓 |
| V先锋领航指数基金VB |
| 0.13% | 0.13% | $111.5万 | 3,680股 | $96.4万 | 3,680股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.13% | 0.12% | $110.3万 | 3,015股 | $91.1万 | 3,015股 | 00.00% | 持仓不变 |
| TTIDAL TRUST IIINMBL |
| 0.12% | 0.13% | $99.6万 | 4.8万股 | $93.6万 | 4.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.12% | 0.12% | $97.0万 | 4,274股 | $90.2万 | 4,274股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.11% | 0.11% | $92.6万 | 8,397股 | $81.6万 | 8,397股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.11% | 0.11% | $91.8万 | 3,777股 | $82.0万 | 3,776股 | +1股+0.03% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.11% | 0.12% | $91.3万 | 6,003股 | $87.6万 | 6,003股 | 00.00% | 持仓不变 |
| F富达Covington信托FDVV |
| 0.1% | 0.1% | $83.5万 | 1.4万股 | $76.5万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.1% | 0.1% | $80.4万 | 8,322股 | $76.0万 | 8,398股 | -76股-0.90% | 减仓 |
| IiShares安硕IEMG |
| 0.1% | 0.09% | $80.2万 | 9,687股 | $67.9万 | 9,741股 | -54股-0.55% | 减仓 |
| IiShares安硕信托IWD |
| 0.09% | 0.1% | $76.2万 | 3,144股 | $72.1万 | 3,376股 | -232股-6.87% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.09% | 0.1% | $74.4万 | 2.0万股 | $70.9万 | 2.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.09% | 0.08% | $71.3万 | 1.5万股 | $57.0万 | 1.4万股 | +1,397股+10.06% | 加仓 |
| V先锋领航全球基金VGT |
| 0.08% | 0.06% | $70.7万 | 5,912股 | $45.0万 | 646股 | +5,266股+815.17% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.08% | 0.08% | $70.0万 | 1.4万股 | $61.6万 | 1.3万股 | +396股+2.94% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.08% | 0.07% | $69.3万 | 1.5万股 | $53.2万 | 1.3万股 | +2,823股+22.50% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.08% | 0.08% | $68.6万 | 2,900股 | $61.4万 | 2,857股 | +43股+1.51% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.08% | 0.08% | $66.1万 | 3,476股 | $57.4万 | 3,397股 | +79股+2.33% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.08% | 0.1% | $64.9万 | 1.9万股 | $74.1万 | 1.9万股 | +188股+0.97% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.08% | 0.07% | $62.7万 | 6,908股 | $50.8万 | 6,430股 | +478股+7.43% | 加仓 |
| V先锋领航指数基金VTV |
| 0.07% | 0.07% | $59.1万 | 2,713股 | $52.7万 | 2,688股 | +25股+0.93% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.07% | 0.07% | $58.8万 | 1.7万股 | $50.2万 | 1.7万股 | +129股+0.75% | 加仓 |
| S道富XLI |
| 0.07% | 0.07% | $58.0万 | 3,129股 | $50.2万 | 3,107股 | +22股+0.71% | 加仓 |
| IiShares安硕信托IJK |
| 0.07% | 0.05% | $54.5万 | 4,640股 | $36.6万 | 3,636股 | +1,004股+27.61% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.06% | 0.06% | $53.8万 | 1,588股 | $46.8万 | 1,587股 | +1股+0.06% | 加仓 |
| AARK·ETF TRARKK |
| 0.06% | 0.2% | $53.7万 | 6,648股 | $144.0万 | 2.1万股 | -1.5万股-68.79% | 减仓 |
| IiShares安硕信托IVW |
| 0.06% | 0.06% | $52.9万 | 3,843股 | $41.2万 | 3,643股 | +200股+5.49% | 加仓 |
